You can now specify a Role for each Attendee of an Event in ExhibitDay.
Assigning Roles to Event Attendees
To assign a Role to an event attendee (under the event [Staff] tab), click on the edit drop-down next to the attendee; then, select the “Specify Role” option.
Default Attendee Roles for Users and Resources
A Default Event Attendee Role can be specified for each user/resource in your ExhibitDay Workspace (under Workspace Settings > Users & Permissions). If a user/resource has a Default Event Attendee Role specified, they will automatically be tagged as that role the next time they are added as an Attendee of an Event (under the Event [Staff] tab).
Adding Custom Event Attendee Roles
If there are additional roles that you would like to include in your ExhibitDay Workspace, you can add your own custom roles (under Workspace Settings > Customize Event Fields > Customize Event Attendee Roles).
You can now export most of the event tabs to .pdf, .docx, and .csv file formats. Use the export drop-down list button (located at the top-right corner of each tab, directly below the event tab strip) to see the export options available for the tab you are on.
In addition to searching for events, the search function (in the top navigation bar) can now be used to find Users and Resources in your ExhibitDay workspace.
Clicking on a User or a Resource in search results will open their profile; there, you can view the contact information (i.e. email, phone number, title) for the User/Resource. The profile dialog also displays the events that the User/Resource is tagged in, as well as their recent activity and logs. Additionally, for each event the user/resource is tagged in, you can view the nature of their involvement in the event.
The Event Id (EID) is an auto-generated, 8-digit unique number for each event in your ExhibitDay workspace. By default, event IDs are not displayed in ExhibitDay — they are just kept in our backend systems while the front-end ExhibitDay magic strives to maintain a simple, clutter-free, user experience. However, in certain cases, there might be a need for you to see these Event IDs (i.e. reference them in other bookkeeping systems, etc.). If you want to make Event IDs visible in ExhibitDay, you can do so by enabling them under Workspace Settings > Display Event IDs.
Once you enable Display of Event IDs, you’ll see the Event ID listed next to each event in the main Events page; you’ll also see the Event ID on the individual event pages.
Pro-tip: in the Event Search window you can search for events by their 8-digit Event Id (EID).
We just released the ability to view the profile of users and resources in your ExhibitDay workspace.
Viewing the Profile of a User or a Resource
You can view the profile of a user or a resource in your ExhibitDay workspace by clicking on their profile image (anywhere you see their profile image in ExhibitDay). The user profile pop-up dialog displays contact information (i.e. email, phone number, title) for the user/resource. The profile dialog also shows the events that the user is tagged in, as well as the user’s recent activity and logs. Additionally, for each event the user/resource is tagged in, you can view the nature of their involvement in the event.
Editing the Contact Information for Users
A user’s Name, Email, Phone Number, Company, and Title can be edited under Workspace Settings > Users & Permissions. This information can also be edited by the user himself/herself when they log into their ExhibitDay Account (under My Profile & Preferences section).
As a workspace Administrator, you can add additional notes about the user (e.g. their frequent flyer number, or seat preference) when you edit the user (under Workspace Settings > Users & Permissions). The Admin Notes field will be displayed in the user’s profile pop-up dialog; this field is only visible to Admin users in your ExhibitDay workspace.
Editing the Contact Information for Resources
A Resource is a “non-user” in your ExhibitDay workspace (i.e. no ExhibitDay account / no access to your Events). Essentially, they are people who participate in your trade shows and exhibits, but don’t have the need to log into your ExhibitDay workspace; like: speakers, independent sales personnel, contractors, specialists, and temporary staff.
As a workspace Administrator, you can edit the contact information (Name, Company, Title, Email, and Phone Number), for all the resources in your ExhibitDay workspace under Workspace Settings > Users & Permissions.
