App Tips

App tips helps attendees setup their profiles, create personal schedules, connect with colleagues and exhibitors, ask session questions, exchange digital business cards, and schedule a meeting.

Create a one-stop shop for your attendees within the mobile app by creating a custom content type called App Tips. Refer to the article on how to create custom content. 

Steps for creating App Tips custom content type:

1. Create a custom content type titled "App Tips"
2. Under configure content detail:
   1. select these fields:
      1. Small image
      2. Large image
      3. Description
         
      4. Sorting

3. Under design content items list view:

   1. Add a header banner image (example image)

   2. Add header banner text (example: Get the most out of your [EVENT NAME] experience with the mobile app.)

   3. Sort the list by: sorting

   4. Then sort by: name

4. Select create at the top right-hand corner

Steps for creating App Tips items:

1. Navigate to the App Tips content type and select add new item
2. Populate these fields:
   1. Name (example: Setup Your Profile)
   2. Add a small image (use the example image below) 
   
3. Add a large image (this can be a screenshot of the profile section or the section of the app you are providing a tip for)
4. Sort the item alphabetically or numerically (example: A or 1)
5. Add a description (example: Look for the Account area or your name at the top of the main menu screen. Tap to view and edit your profile, including adding or updating your photo and editing your bio, organization, website, contact information, social network access, and event preferences.)

Repeat these steps for each app tip. Below are example images and text you can use for these tips.

1. Setup Your Profile

• Small image:
  
• Description text:
  • Look for the Account area or your name at the top of the main menu screen.
  • Tap to view and edit your profile, including adding or updating your photo and editing your bio, organization, website, contact information, social network access, and event preferences.

• Sort: A

2. Create Your Personal Schedule

• Small image:
• Description text:

  • Tap on Schedule in the menu to preview the conference sessions, then select your preferences by tapping the schedule icon to the left of each session. 

  • Your personal schedule appears when you tap the Selected button at the top of the screen.

• Sort: B

3. Connect with Colleagues

• Small image:
• Description text:
  • See who's attending the [EVENT NAME] by visiting the Directory.
  • You can favorite your colleagues by tapping the star icon next to their names, then message them via the Direct Messaging menu item or directly by tapping a name and the Message icon in the upper right corner of the screen. 
  • You can exchange Digital Business Cards with other attendees and exhibitors by tapping the QR code button on the main app menu, scanning your colleague’s personal QR code, and accessing the contact information under Connections & Check-ins in the main app menu. 

• Sort: C

4. Connect with Exhibitors

• Small image:
• Description text: 
  • Browse the exhibitors and sponsors to learn about their solutions.
  • On the Exhibitors screen, tap the icon to the left of each company you’d like to visit at the Annual Conference.
  • You can check in with exhibitors and sponsors by visiting their booth and tapping the QR code button on the main app menu to scan the QR codes in each booth. This will notify exhibitors and sponsors of your interest in their products and services. 

• Sort: D

5. How to Ask Session Questions (Session Engagement Tools add-on required)

• Small image:
• Description text:
  • You can ask questions of the [EVENT NAME] session presenters using the mobile app.
  • To ask your question, tap on a session in the Schedule and then scroll down to “Q&A/Polling” in the Resources section (below the description).
  • You can submit a question or “upvote” posted questions.
    • 1. Choose a session from the Schedule and scroll to “Q&A/Polling”
    • 2. Tap “+Ask” to input a question for the speaker or panel.
    • 3. Submit your question or “Upvote” a previously asked question by tapping on the arrow to the left of a question.

• Sort: E

6. How to Exchange Digital Business Cards

• Small image:
• Description text: 
  • We're introducing a new Digital Business Card Exchange at this year's conference.
  • Once you've set up your Account Profile and preferences (top of the main app menu), tap the "Scan QR Code" button on the bottom right of the menu and scan the QR code of the person you wish to connect with.
    • 1. Tap the "Scan QR Code" button on your main app screen.
    • 2. Scan a name badge or phone to exchange cards. 
    • 3. Tap "Confirm" to save your scan.
    • 4. Go to “Connections & Check-ins.”

• Sort: F

7. How to Schedule a Meeting (Hosted Appointments add-on required)

• Small image:
• Description text:
  • Connect with other participants by scheduling 1:1 meetings in the mobile app.
    • 1. Enable your profile in the participant directory. Go to More, select your icon, and choose Event Preferences. Then go to Manage and toggle on Appear in Social Directory.
    • 2. Set your meeting availability. Open My Meetings. Meeting slots are automatically created. Mark any slots you don’t want as Unavailable.
    • 3. Schedule a meeting. Tap Schedule a Meeting, search for a participant, select a meeting slot, add a location, and tap Schedule this Meeting.
  • You're all set! The other meeting participant will get a notification that you've scheduled a meeting with them.
  • Important: Meetings are 1:1 only. To include others, message them via Chat. You can schedule meetings only with participants who are logged in and listed in the participant directory.

• Sort: G

If you need assistance with creating your App Tips, please reach out to support at support@rdmobile.com.