Shell Event Setup
Adding a New Event
(Events > Add New Event)
To begin, you’ll first need to log into the Backoffice. Once you’ve logged in, you’ll simply click on Add New Event.
You will then have three different templates to choose from to help you get started quickly. These will help you organize your content and menu structure, which we will touch on in later articles.
Once you’ve selected your event type, you will be directed to the Basics tab of your event. This is where you will set up your basic event information including the name of the event, the first and last day, time zone for where your event is being hosted, as well as the setting in which to allow your attendees to view the sessions and schedule within their own time zone.
Venue, city, and state are optional, but if you are hosting a virtual or hybrid event, we do recommend that you indicate that within the venue field. We also recommend that you add an event description because it will display on the welcome page or landing page of your event. In addition, we recommend that you add in your event logo.
Once you have your basic information added, scroll to the top of the page and click on the Styling tab. This is where you will add in your additional images and your accent color. Your accent color will display through the desktop experience through header text, as well as highlighted text. To add an accent color, you will need to add the HTML color code to the Accent Color field.
The Theme is going to pertain to your mobile app experience. This will determine what type of banner will display at the top of the screen on a mobile device. There are a few basic images to choose from, as well as a few dynamic options with the Ribbonsand Scalloped designs. If you do choose the Ribbons or Scalloped options, you can find the stock images below that you can choose to put behind the accent color. Again, the theme designs are only relevant to the mobile app.
Event Details Page
Next, we have the Event Details, which will end up being your welcome screen. Here you can add a header image, an intro video, or a hero image. You are able to have either an intro video, or hero image on your welcome page, and you are able to choose whichever option you would like. If you will be using an intro video, you will need the embed code. If you are hosting your video externally in a place such as YouTube or Vimeo, once you go to click the Share button, you will see an option for embed. You will copy that embed code, and then paste it into the Intro Video Embed Code field.
Below the hero image section, we also have a few additional settings that you can choose to have display on your welcome screen. You are able to display things like upcoming sessions, featured speakers, exhibitors, and a countdown timer.
After entering all styling information to your event, you will want to navigate to the Access Restrictions tab. Access restrictions determine who should have access to your event. If the event is open to anyone and there is no restriction to access your event, you can choose the first setting, No access restriction. If you have a closed access event in which registration is required to view event details, we recommend the second option, Requires Engagefully login with an approved email address. This setting means that the attendee’s email address must be within our system in order to grant them access to the event.
Next, we have the Schedule tab. This tab houses various settings for our schedule, but not where we add sessions just yet. You are able to include a header image for your sessions. In addition, you can add preferred placement for sponsorship images.
Similarly, within the Exhibitor tab, you can add a header image and enable our sorting feature. This feature allows you to organize your exhibitors in a specific order, should you need that option.
In addition, you have the option to provide a section header as well. Under the Other Options section, you can add a contact button for each exhibitor, and add any custom fields that you may have.
Next, you can navigate to the Social Networking tab. Just a reminder that this is where we will enter in any necessary settings, but not where we add any data just yet. The settings that we have enabled here, we do recommend keeping.
The first setting, Enable social networking functionality, Allows your attendees to chat with one another and to appear within the directory. If you are using the mobile app, this setting will also allow access to the timeline, leader board, and dashboard.
Under the Approval section, we recommend that you choose the setting, Users must be known to the event, or approved by and admin, if you are using a closed access restriction event. This means they are automatically approved if they are on the attendee list.
In the Attendee Roster section, you can choose whether or not attendee email addresses will be displayed or not. If you choose No, when an attendee first logs into the platform, their email address will not be displayed, however they are able to display it if they would like.
Within the next tab, Twitter, is where you can integrate your organization’s Twitter account. You can enter your event hashtag, as well as your account username which will pull in your Twitter feed.
The Advertising tab allows you to enable ads that attendees will see both on the desktop experience and the mobile app.
Once you have all of your details entered in, make sure to click the Save button at the top of the page to lock in all of your customized settings.
If you have any additional questions, please feel free to contact our support team at email@example.com.