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TERRAPINN JULY 2017
Callagur Manual CREATING EVENT WEBSITES
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CONTENTS
OPEN EXISTING OR CREATE NEW.................................................................................................................................................... 2 MAIN DETAILS - MAIN ..................................................................................................................................................................... 2 MAIN DETAILS – MISC / SEO ........................................................................................................................................................... 5 SOCIAL NETWORKING ..................................................................................................................................................................... 6 MAIN DETAILS - STRAP .................................................................................................................................................................... 8 MAIN DETAILS – IMAGES ................................................................................................................................................................ 9 CONTACTS ..................................................................................................................................................................................... 10 EVENT MENU ................................................................................................................................................................................ 11 HOME PAGE .................................................................................................................................................................................. 12 HOME PAGE SECTIONS ................................................................................................................................................................. 12 CONTENT EDITOR .......................................................................................................................................................................... 13 IMAGE SLIDERS ............................................................................................................................................................................. 17 SITE SECTIONS ............................................................................................................................................................................... 19 PAGE CONTENT ............................................................................................................................................................................. 20 PROGRAMME & SEMINARS .......................................................................................................................................................... 21 LOADERS ....................................................................................................................................................................................... 22 AUTOMATED PDF AGENDA ........................................................................................................................................................... 24 UNIVERSE MANAGER .................................................................................................................................................................... 25 CUSTOMER SERVICE ...................................................................................................................................................................... 26 FORMS 5 ........................................................................................................................................................................................ 27 PACKAGES ..................................................................................................................................................................................... 31 SALESFORCE .................................................................................................................................................................................. 32 APPENDIX I – FONT STYLE SETS ..................................................................................................................................................... 33 APPENDIX II – MENU GUIDELINES ................................................................................................................................................ 35
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OPEN EXISTING OR CREATE NEW
1) Go to http://callagur.terrapinn.com
2) Login using your Username & Password
3) To add a new event, click Add [Event] in the top right corner of your
screen
4) To open an existing event click on Search at the top of the left hand navigation a) Search by Event Name / EID / date range
MAIN DETAILS - MAIN
5) Event Name: as it will appear to customers (must include the year and region – full event name)
6) Short Name: this will become your WEB PAGE TITLE - very important for SEO and readability. Words you use here are used heavily by search engines to guide users on to relevant sites.
a) make it sensible b) strip out year, location, pointless words (eg. “The”) c) you only have 25 characters so make them count - no
obscure words/acronyms unless they are broadly used by the industry
d) Short Name is also used for tweeting purposes
7) Colourway: used for the colour of your text hyperlinks. There are 8 options to choose from, please pick a based on the colour of your logo and image – keep it tasteful, not garish!
8) Salesforce Project Edition ID: this is the 18 character “SFDC Project Edition ID” from the finance tab in Salesforce *** If you do not add a Project Edition ID then none of your leads will appear in Salesforce
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9) Pre-folder & Webfolder: this is the text that will appear after the base URL (www.terrapinn.com)
10) Event Status: this will be “Not live” until the site is put live a) Set to “Cancelled” to remove from the server
11) EID references:
a) Last year’s event: enter last year’s EID (to pull past speakers / past attendees list)
b) Seminars: enter EID to pull seminars from another site c) Agenda: enter EID to pull agenda from another site d) Parent event: enter parent EID to enable this site as a profile
website only (not full site)
12) Event Start Date / Event End Date
13) GMT from local time: enter how many hours GMT is from local time of the event.
*** Australian / Asian / Middle Eastern / African events will be minus XX hours eg “-8” hours for Singapore because GMT is 8 hours BEHIND the event local time.
14) Controlling Office: this is your office – from which the event is organised
15) Event Region: region where the event will be held
16) Event Country: country where the event will be held
17) Site Template: Responsive v1
18) Form Template: Forms v6
19) CRM version: Salesforce (PA#)
HINTS
Use “conference” or “exhibition” as the pre-folder if possible. This enables you
to keep the same url year on year - which will ensure you get the best SEO!!!
The URL should be optimised i.e. www.terrapinn.com/exhibition/power-electricity-world-vietnam
Do not repeat words in the URL www.terrapinn.com/asia/asia-investment-summit is not good, choose “conference” as the pre-folder instead
Use your full event name with hyphens in place of spaces. No numbers or any
other punctuation. Skip words such as “the” “and”
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20) Event Size: We have classified our events for many years by revenue
21) Event Shortcut: create a shortened URL for printing
*** Instead of www.terrapinn.com/exhibition/power-electricity-world-vietnam the shortcut URL is: www.terrapinn.com/powervietnam
22) SAVE CHANGES
23) Take note of your EventID at the top of the screen
Start Big Huge Australia <$500K >$500K <$1mil >$1mil UK <£400K >£400K <£800K >£800K USA <$500K >$500K <$1mil >$1mil ME <$500K >$500K <$1mil >$1mil Singapore <$500K >$500K <$1mil >$1mil South Africa R 3mil >R 3mil <R 6mil >R 6mil
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MAIN DETAILS – MISC / SEO 24) Forward event pages: this is crucial for your search rankings ONLY if
you are not using the same URL a) once your event has finished you must forward the old website
to next year's website to retain all the search rankings that you've built up over the last year
b) open the admin for the event that has finished c) URL to forward this event to: enter the last part of the URL of
the new event – the bit after www.terrapinn.com d) Date to forward event: enter today's date e) click Save Changes f) DO NOT BUILD
*** It can take up to 24 hours for a site to be forwarded
25) Event Synopsis: enter a description for your event that is rich in
keywords (max 300 characters)
26) Search Engine Synopsis: this is the summary that appears on search engines such as Google under the “natural/organic search listings” (do not repeat the event name, max 150 characters) Words you use here are used heavily by search engines to guide users on to relevant sites.
27) Event Keywords: these are the keywords used when searching on terrapinn.com (approx 8-10 KEYwords)
28) Post-registration (DELEGATE) popup full URL: this is the URL for referral campaigns. It is a button that will appear on the Confirmation page once the customer has completed a delegate registration
29) Post-registration (VISITOR) popup full URL: this is the URL for referral campaigns. It is a button that will appear on the Confirmation page once the customer has completed a visitor registration
30) Stats tracking code: this is where you can enter custom CSS. Leave this blank unless instructed by Adrian Ford
31) Community: select the most relevant – you can only choose 1
32) Interest(s): you can choose multiple (hold down “Ctrl”)
33) Networking: select your networking provider
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Links 34) Brochure: enter the full URL of your Brochure Download link from
“Document Download Manager” (under the “Loaders” section). Make sure you use download from form link This link will be used for the placeholder [[LINK_BRO]]
35) Prospectus: enter the full URL of your Prospectus Download link from “Document Download Manager” (under the “Loaders” section). Make sure you use download from form link This link will be used for the placeholder [[LINK_PROSPECTUS]]
36) Nominate Now: enter the full URL of your Awards Nomination form
/ survey. This link will be used for the placeholder [[LINK_NOMINATE]]
Site Settings: 37) Dev Mode: whenever you are making significant changes to your site
ensure ‘Dev Mode’ is ticked. This enables you to build and preview a Development version of your website without over-writing the live (customer-facing) site
38) Uses 24hr clock: eg. 24hour clock = 14:00 vs 12 hour clock = 2.00pm
39) Show speaker countries: this will show the countries of each
speaker in the event programme and speakers list
40) Show social networking: ticking this enables the floating social networks icons which appear on the left-hand side of the website.
SOCIAL NETWORKING Twitter Account: enter the name of the twitter account (your handle) eg. https://twitter.com/telecoms_world Hash Tag: this is the tag you use when chatting about this specific event eg. #TWME LinkedIn Account: enter your LinkedIN group account ID number e.g. https://www.linkedin.com/groups?gid=5063681
Facebook: enter your page name/ID eg. https://www.facebook.com/telecomsworldme
Google plus: enter your google plus ID number (21 digits) e.g. https://plus.google.com/108798144791878391762
Youtube: enter your youtube username e.g. http://www.youtube.com/user/TECHXevent
Flickr: enter your albumn ID eg. https://www.flickr.com/photos/129250505@N04/sets/72157664915058912
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41) Larger speaker rotator: tick this
42) Organisations (from Universe): ticking this will pull sponsors / exhibitors / media partners / associations from all events in your universe
43) Speakers (from Universe): ticking this will pull speakers from all
events in your universe
44) Programme uses streams: tick this if your conference agenda is multi-streamed
45) Ask for promo code (forms v6): ticking this adds a text box to the
registration forms asking “Have a promo code?”
46) Ask for referral code (forms v6): ticking this adds a text box to the registration forms asking “Have a referral code?”
47) Hide freemium speakers: ticking this hides ‘seminar’ speakers from
your speaker page
48) Show EXH with sponsors: ticking this shows exhibitors AND sponsors in the rotating [[SPONSOR_PANEL]]
49) Round Speaker photos?: tick this for round photos in the [[SPEAKER_ROTATOR]] or uncheck for square photos
50) Speakers row count: choose how many rows of speakers to display in [[SPEAKER_ROTATOR]]. Speakers appear in 5 columns.
51) Sponsors row count: choose how many rows of sponsors/exhibitors
to display in [[SPONSOR_PANEL]]
52) SAVE CHANGES
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MAIN DETAILS - STRAP
53) Positioning Statement: it should be something like "Powering Vietnam’s future"
54) Add the Event Venue
55) Add the Event City
56) Day setup: This determines which pages are available to you in the Event Menu
*** The Day setup is for THIS EVENT ONLY – not other events in the same Universe 57) SAVE CHANGES
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MAIN DETAILS – IMAGES 58) Background colour: this is the background colour of your sub-menu
items (that drop down).
*** Use a dark colour so that your menu sub-titles are easy to see – the text of your menu sub-items will be white (and change to “menu colour” when hovered over
59) Menu colour: this is the of your sub-menu items when you hover over them
*** use “Colorcop” to select this colour from your event logo
60) Select background image: select the image you want as the main background for your sub pages (content pages). This needs to have been uploaded to loaders > images > background images to appear in this dropdown.
*** Image Specs = approx 1200 x 800 .JPG Keep the file size small (should be able to get it to under 100kB) The image will stretch to cover the page, so if your page content is long the resolution of the image could be poor – keep this in mind when selecting the image.
61) Event website fonts: You choose from several “font style sets“
*** When choosing fonts, keep in mind your branding and the type of event you’re promoting, e.g. Futuristic might be appropriate for a tech audience but not for a more traditional audience like mining. If you require other fonts to match your brochure you must get the name of the font from the designer and send it to a Callagur Admin to setup. (Examples of font sets in Appendix)
62) Terrapinn.com Logo: add your event logo. This appears on Terrapinn.com and in your website header.
*** Max width = 170x, max height = 90x, .GIF only
63) SAVE CHANGES
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CONTACTS
64) From the “Duties” drop down box, select a job function
65) Choose your “Office”
66) Select the contact person from the “Staff” drop down box
67) Click Add/Update
68) Click [Shown] to toggle between Shown and [Hidden] This determines whether that person’s details are visible on the Contacts page of the website
69) Repeat for each job function
*** You MUST complete a Contact person for Marketing Manager and Customer Service
UPDATING CONTACT DETAILS All contact details shown on the website are pulled from the person’s profile
on the Intranet (Love the Turtle).
To amend the details or add a photo got to Love the Turtle, company directory for your office, and find your record. Click ‘edit’ and update your record.
Then update the “Contacts” page in Callagur (do a show/hide toggle) and Build to pull the latest changes through to your website
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EVENT MENU
70) Choose pages from the “Core page choices” on the left and double-click or use the arrow button to move it to the right panel “Event pages/menu”
71) You can rename the menu items if needed
72) Drag and drop to change the order in which the pages appear 73) To make an item appear in the heading of the menu tick ‘Header’.
You can have a maximum of 7 headings in the menu
74) To add a new/custom page type the page name into the “Insert custom page” box then click “Insert” to add it to your menu. Once you click the update button the url will be created for the new page eg. Past-speakers.stm
75) To link directly to a url, rather than a content page, insert the url in the “Custom URL” text box
76) You can use placeholders in the “Custom URL” textbox such as
[[LINK_PROSPECTUS]] [[LINK_BRO]] [[LINK_ENQ]] [[LINK_REG]]
77) To hide a content page tick “Hide”
78) To open the menu item in a new tab tick “New tab”
79) UPDATE
*** See Appendix for Menu guidelines for conferences & exhibitions
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HOME PAGE
80) Create your sections to match your flatplan
81) Click “Edit” to create / edit each section
82) Reorder the sections using the green arrows – drag and drop
83) You can untick “Live” to hide the section
84) “Update” before leaving this page or you will lose your changes
HOME PAGE SECTIONS
85) Name your section
86) Background image: a large photo/image which will stretch the full screen width. You can overlay text / logos onto it. This image needs to have been uploaded to loaders > images > background images to appear in this dropdown.
*** Image Specs = approx 1680 x 600 / 700 / 800 .JPG The image will stretch to cover the section, if your image is too small the resolution will be poor when viewed on large screens
87) Background solid colour (hex): full width colour background. You can overlay text / logos onto it. Get your HEX codes using ColorCop
88) Background fade: select % of fade for the overlay
89) Background video: insert the URL to the video which has been loaded to the server (i.e. data/WLCA.mp4)
90) Minimum height: minimum height in pixels for that section. Set to “800” or “700” or “500” if you have a background image that you don’t want cut off
91) Show divider: inserts a divider between sections
92) Background scroll: the background image will move at a different speed than the foreground content while scrolling. i.e. Parallax effect
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CONTENT EDITOR 93) Make sure “Show Blocks” is on
94) Use “Insert Bootstrap templates” to build your content. Bootstrap is
a grid system that makes your site responsive (the content resizes on different devices / screen sizes)
*** See Appendix for details on bootstrap grids
TEXT 95) Place your cursor inside the <DIV> and start typing (or cut and paste
from a TEXT FILE – NOT FROM WORD, PPT OR PDF!
96) You can change: a) “Styles” eg. h1, h2, h3, h4, p b) “Text colour” c) “Background colour” d) “Text alignment” e) “Formatting” eg. bold, italic, underlined
IMAGES
97) Upload and insert images using the “Image Gallery” a) You can load multiple images at the same time using drag and
drop from your PC b) Double click an image to insert it c) Add “Alternative text” to the image for SEO d) Make sure you delete the dimensions – this will allow the image
to resize responsively without distortion e) To center the image click on the “Advanced” tab and in the
“Stylesheet Classes” box type “img-center”
HYPERLINKS: 98) Select your text, click the hyperlink icon and add your hyperlink URL 99) You can change:
a) “Link type” eg. URL, Email, Anchor b) “Target” eg. new window, this window, popup window (default
is this window)
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BUTTONS: 100) In the place you want the button to appear, enter the text you
want on your button eg. REGISTER NOW
101) Select (highlight) the text and click on the hyperlink button
102) Enter your URL on the Link Info tab e.g. [[LINK_REG]]
103) Click on the ADVANCED tab
104) Enter this exact text in the “Stylesheet Classes” box:
105) You can also change the size of the button: a) For large buttons add: btn-lg b) For small buttons add: btn-sm c) For extra small buttons add: btn-xs d) To have buttons fill the block add: center-block
106) Click “OK”
ANIMATIONS: 107) You can add animation to your IMAGES using the templates
provided in your homepage section settings.
108) Select a template then replace the template image with your own image
109) You can see examples of the animations here:
http://daneden.github.io/animate.css *** Use these wisely – you don’t need to animate every element on your page. These can add a bit of style to your content but too much animation is distracting and looks tacky.
Button Style Enter this code in “Stylesheet Classes” box
btn btn-default
btn btn-primary
btn btn-success
btn btn-info
btn btn-warning
btn btn-danger
Your MENU colour
btn btn-default btn-colour
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PLACEHOLDERS:
110) Placeholders are used to pull data / images / links automatically
from the database onto your site
111) An up-to-date list of placeholders can be accessed from Callagur
112) To use a placeholder: a) Place your cursor inside the [DIV] where you want it to appear
and click on the placeholder button b) Type in the placeholder name without the double brackets [[ ]] c) Click “OK”
KEY SPEAKERS: 113) Key Speakers are featured using the [[SPEAKER_ROTATOR]]
placeholder
114) Select your key speakers from the full list of speakers under Global Sections > Salesforce > Speakers in Callagur a) You will need to click “Salesforce Pull” to retrieve the Speakers
list and photos / bios from SFDC (takes up to 20 mins) b) Only select speakers with photos c) Tick “Key” to select d) Reorder the speakers using the green arrows – drag and drop
Click “Update”
115) Under Main details > Misc / SEO you can set the Speakers row count: choose how many rows of speakers to display in [[SPEAKER_ROTATOR]]. Speakers appear in 5 columns.
*** Speaker photos need to be resized to 200x200px and uploaded to Salesforce. These need to be high quality/res images – no exceptions.
HINT If your speaker’s Job Title is very long you can shorten it in SFDC on
the Project Attendance record – the field is called “Short Job Title (for website)”
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SPONSORS PANEL:
116) Sponsors (and exhibitors) are featured using the[[SPONSOR_PANEL]] placeholder
117) Go to Global Sections > Salesforce > Organisations
118) Use the buttons to pull information across from SFDC (multiplebuttons can be pushed at the same time. Takes up to 20 mins)a) Refresh = use this to see if the updates have come through yetb) Pull SPN = updates the Sponsor informationc) Pull EXH = updates the Exhibitor informationd) Pull MPN = updates the Media Partner informatione) Pull ASS = updates the Association information
119) Once the updates have run you cana) Enter the Sponsorship level that you want to appear above each
sponsor logo eg. “Gold Sponsor”b) Reorder the sponsors using the green arrows – drag and dropc) Click “Update”
120) Under Main details > Misc / SEO you can set the Sponsors rowcount: choose how many rows of sponsors to display in[[SPONSOR_PANEL]].
121) Under Main details > Misc / SEO you can choose to includeExhibitors with Sponsors in the rotator by ticking Show EXH withsponsors
*** Sponsor / exhibitor logos need to be resized to 150px wideand uploaded to Salesforce. They need to be high quality/res images – no exceptions.
HINT
The website won’t sync properly unless the EID is input into theProject Edition in SFDC and the SFDC Project Edition ID is input intoCallagur
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IMAGE SLIDERS Instead of a static image, you can create a slider for the header section of your homepage that rotates different background images and content. Make sure you keep the file size down as much as possible as this can slow your site down. 122) Loaders > Images > load all the images you want to use
a) Ensure background images are saved in the background images folder
*** Image Specs = approx 1680 x 600 / 700 / 800 .JPG The image will stretch to cover the width of the slider, if your image is too small the resolution will be poor when viewed on large screens. All slides should be the same size otherwise they will crop to be the height of the 1st slide.
123) Loaders > Image sliders a) New > Load
SETTINGS
b) Name = name the slider e.g. “Hero v1” c) Animation = select fade or slide d) Max items = the max number of images you’re going to use e) Loop = tick so that the slider is continuous and doesn’t stop at
the final image f) Featured = tick for homepage slider g) Hover pause = tick to pause the slider animation when the user
hovers over it h) Show Nav = tick to show navigation for the slides (dots that
appear at the bottom of the slider to flick between slides) i) Direction = slides can animate horizontally or vertically j) Min items = 1 k) Item width = 0 (for full width) l) Slide speed = the time for each slide is visible > set to approx.
6000 (6 secs) m) Animation speed = the ‘transition’ speed for each slide > set to
approx. 1000 (1 sec) n) Delay = the start time > set to approx. 500 (1/2 sec)
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ADDING IMAGES & CONTENT
o) Double click an image from “Images Available” p) In “Images selected” click on your image and click “Edit slider
content” q) URL = the url you want to link it to (you can use a different url
for each image) r) External = tick if you want the url to open in a new window s) SEO = the alternative text you would normally add when
uploading an image (for SEO) t) Align = select to align content to the top or bottom of the
background image u) Use the HTML editor to add content to your background image v) ‘Update’ w) Repeat for each slide x) “Save Slider”
ADDING YOUR SLIDER TO YOUR PAGE
y) Your slider will now have 4 digit ID number next to the slider name – make note of this.
z) Go to the page you want to add slider to and add a placeholder SLIDER ID=XXXX (use your 4 digit slider id)
*** Do not use the pipe character “|” in your slider – it is not compatible.
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SITE SECTIONS Here you can add copy to your registration / ‘choose your package page’ You can add whatever copy / html you like here to encourage people to book 124) Go to Site sections in the menu
125) Use the drop down to select Registration (above packages) and
click “Load section”
126) Enter your copy using the HTML editor
127) Save Section
128) If the copy doesn’t show straight away, go to Info > Useful links (show) > click Refresh Forms Cache
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PAGE CONTENT These are the “single pages”. Content sits in a central panel 1200 px wide.
129) Select the page you want to edit from the drop down list. The items that appear here are those you created in your “Event menu”
130) Click “Edit”
131) Title (SEO): A title tag is an HTML element that specifies the title of a web page. Title tags are displayed on search engine results pages (SERPs) as the clickable headline for a given result, and are important for usability, SEO, and social sharing. The title tag of a web page is meant to be an accurate and concise description of a page's content.
132) Description (SEO): Meta descriptions are HTML attributes that provide concise summaries of webpages. They commonly appear underneath the blue clickable links in a search engine results page (SERP).
133) Make sure “Show Blocks” is on
134) Use “Insert Bootstrap templates” to build your content.
Bootstrap is a grid system that makes your site responsive (the content resizes on different devices / screen sizes)
*** See Appendix for details on bootstrap grids 135) Place your cursor inside the <DIV> and start typing (or cut and
paste from a TEXT FILE – NOT FROM WORD, PPT OR PDF!
136) SAVE
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PROGRAMME & SEMINARS
Your Conference Manager needs to add their agenda to Salesforce – there is a manual for this on the Salesforce homepage and they can talk to the SFDC Admin if they need help
137) Go to the content page where you would like the agenda toappear
138) Add the relevant placeholder – there are a number ofplaceholders which will format the programme differently
PLACEHOLDER [[PROGRAMME Day=1]] pulls day 1 of the full conference programme from salesforce.com [[PROGRAMME Day=2]] pulls day 2 of the full conference programme from salesforce.com [[PROGRAMME Day=3]] pulls day 3 of the full conference programme from salesforce.com [[STREAM DAY=1 ID=CST000571]] shows only specified stream id (here 'CST000571') plus plenary items for given day [[WORKSHOPS Day=1]] pulls day 1 of workshops from salesforce.com [[WORKSHOPS Day=2]] pulls day 2 of workshops from salesforce.com [[SEMINARS Day=1]] pulls day 1 of seminars from salesforce.com [[SEMINARS Day=2]] pulls day 2 of seminars from salesforce.com [[AGENDA_FILTERED]] show all agenda content (not seminars) in one mobile friendly page
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LOADERS
IMAGES 139) Select where you want to load the images to:
a) Event Library b) Background images
140) Click Image Upload a) Click Browse and navigate to the image on your PC b) Add a filename (optional) c) Select an image size (optional) d) click “Upload now”
141) or Click Multiple image loader
a) drag and drop images from your PC b) or click “Select File” c) select multiple image by holding down “Ctrl” d) click “Upload”
DOCUMENTS For loading documents OTHER THAN those that appear behind a form eg. Floorplan, Exhibitor Manual forms, Marketing Manual forms 142) Click Multiple Document upload
a) drag and drop documents from your PC b) select multiple docs by holding down “Ctrl” c) click “Upload”
143) Under Documents you will see all docs loaded for this event (including those behind forms) a) You can search, sort, rename, copy CDN link to clipboard and
remove docs here
DOCUMENT DOWNLOADER MANAGER
For loading documents that are to appear behind forms eg. Brochure, Prospectus
144) Click “Load Doc”
145) Page heading: you don’t need to repeat event name here – the
page will have your website header
146) Document to attach: click Browse and navigate to the document on your PC
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147) Lead type: select either Sponsorship Sale or Delegate Sale to determine which SFDC lead queue the lead will go into
148) Lead source: select either Brochure, Content, Video, Other or Prospectus to indicate the document type
149) Community: select the most relevant community (only one)
150) Region: select the relevant regions (can be multiple)
151) Interests: select the relevant interest codes (can be multiple)
152) Description of download appearing with form on webpage: add
the copy (including images) that will appear on the page next to the download form. a) Make it descriptive and full of benefits
153) Email notification to user after download: add the copy that will
be sent in the email with the document to the person who downloads
154) Click “Save”
155) To retrieve the URL of the document:
a) Click “Load doc” b) Under “links” click [Download from form] c) Copy the URL (only the bit before the #sthash….)
http://www.terrapinn.com/template/live/documents /9401/19666#sthash.AvQwoRtv.dpbs
d) For the new responsive form with progressive profiling replace “documents” with “go” http://www.terrapinn.com/template/live/go/9401/19666
156) For Brochure or Prospectus downloads paste this link into Main details > Misc / SEO under the links section a) This is the link used for:
[[LINK_BRO]] [[LINK_PROSPECTUS]]
EVENT NEWS You can add a scrolling news section under your menu bar 157) Enter the news announcement then pipe ‘|’ then the url you
want to link to, like below. a) Enter each news item is on its own line b) NO spaces before or after the pipe c) Click SAVE
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AUTOMATED PDF AGENDA
The automated PDF agenda has been created to save time and money in design and deliver the client the latest agenda. You do not have to use this document instead of the brochure.
*** The PDF agenda is created when the agenda is published in Salesforce, and updated each time the agenda is published in SFDC
158) Make sure your agenda is in SFDC and has been published(since 8 June 2017)
159) Loaders > Document download managera) [NEW] > Load docb) Page Heading: “Latest Agenda”c) Pick file: rather than upload the file, you pick the file in the drop
down, it will be called “latest-agenda-EID.pdf”d) Upload an image and write copy for the “description of
download appearing with form….” e) SAVEf) Get the Download from form linkg) Use this link (or as a button / image) anywhere on your site or in
emails
HINTS
This is an automated PDF built from the Conference Days in Salesforceand some details in Callagur. If there is weird spacing betweensessions or between bullets, it’s because the HTML has beencorrupted because the agenda has been incorrectly pasted into SFDC.You should be pasting word > notepad > Salesforce.
You can insert a section from another document into this agenda. Forexample, if you have designed an agenda overview. To inset this, loada pdf file called “agenda-overview-reference.pdf” – this wholedocument will be inserted into the latest agenda PDF immediatelyafter the contents page. The document must be named exactly as it’swritten here and must be a PDF.
Remember, you do not have to use this document instead of thebrochure. But it does mean you aren’t constantly needing to spendtime and money on design updates to agendas. And the client isalways downloading the very latest agenda.
For the agenda to generate for your event, you must have publishedthe agenda after the 8th June 2017.
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UNIVERSE MANAGER
**This is where you tell the systems that you want speakers, sponsors, exhibitors and partners to be shared across more than one website** 160) Give your universe a name (main event name), tick live and click
‘create’ 161) To link further events (colocations or profile pages) to this
universe enter each EID and ‘insert’
162) Tick one event as “Master”
163) Click “Update”
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CUSTOMER SERVICE *** This section determines who receives copies of Enquiry Forms, Brochure Downloads and Registrations – you MUST complete this before setting your event website live
164) Select Form Type a) Select Staff Member b) Click Add, repeat
165) “Enquiry – General” = Brochure Download
166) You must add at least 1 staff member to every form type
HINT When staff leave, you must remove their name from the email
recipients list
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FORMS 5
This is where you add your pricing and event packages
167) From the tabs select Event Product Setup
EVENT CORE SETUP
Products for the Event
168) Select the Products that make up your event (these will show as ‘benefits’ on your registration page) eg. Conference 23 Days a) Select Edit next to the product Description b) Tick the box Used to select it c) You can change the Alias if you need to (this is the name as it
will appear on the website) d) Tick Pack if the product is to appear as part of a package e) Tick Add On if the product is an Optional Extra item f) Click Update g) Repeat for each product in your event
Currencies for the Event
169) Select the Primary currency for your event a) Select Edit next to the Currency b) Tick the box Used to select it c) If you are taking registrations in more than one currency and this
is your main currency, place a tick in the box Primary d) Click Update e) Repeat for any secondary currencies – tick the box Used
Workshops for the Event
170) Add in the details of your Workshops a) Enter the Name (for internal purposes) b) Enter the Alias (this is what the customer sees – it should be the
full Title of the workshop) c) Enter a SAP code (i.e. W1, W2 etc…) d) Select which Day the Workshop is on from the drop down list e) Place a tick in the box Live f) Click Add g) Repeat for each Workshop
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Industry Price for Event (Concession)
171) Add in the details of any industry discountsa) Enter the Description i.e. “pharmaceutical pass”b) Enter the discount Dis % that these people are entitled to
(discount from full base price)c) Enter the Start Date and End Dated) Tick Livee) Tick Advertisef) Click Addg) Repeat for each industry discount
Retention Campaigns for Event
172) Add any other discounts you wish to offer i.e. retention,association discounts, sponsor discounts, speaker discounts, etc.a) Enter the Description i.e. “Past delegate loyalty discount”b) Enter the discount Dis %c) Enter the Start Date and End Dated) Tick the box Livee) Click Addf) Repeat for each retention discountg) All retention discounts are set to be hidden by default.
*** Our booking policy remains the same – the biggest discount will be applied but discounts cannot be combined (e.g. industry plus group plus retention is not possible).
OPTIONAL ITEMS
173) If you have included any “Add On” products, you should entertheir price herea) Select Edit next to PackDescb) You can change the Alias if you need to (this is the name as it
will appear on the website)c) Enter the cost in the event currencyd) Click Updatee) Repeat for each “Optional Extra” for your event
*** These can only be purchased in conjunction with a package, they cannot be purchased on their own
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174) Create the Packages that you will be selling on the event (thesecan include “free” packages such as Free Expo Pass”)
a) Click Add New Packageb) The Pack Desc will be automatically generated for you on
completionc) Set the Pack Alias (i.e. “2-day Premium Pass” – keep it short and
simple!)d) Set the Base Price for this Package – get this from your GM/FMe) The Pack Code will be automatically generated for you on
completionf) Build a Pack by adding the products, using the blue arrowsg) Set “Birds” (Earlybird discounts)
i) Default Birds are set as the standard 4 tier structureii) You can edit % Dis and Week Start
h) Build Workshop Rules: Choose the rule from the right-handcolumn which fits your packagei) Add it using the Left Blue Arrowii) Choose the workshop options from the left-hand columniii) Add them using the Right Blue Arrowiv) The rules will appear in the centre column
*** Most of the time the “AND” ”OR” operators are not necessary, only use them if you are selecting from a list across multiple days or times
i) Concession Discounts & Retention Discounts: select whichdiscounts you want to offer for this packagei) Tick Live
j) Click SAVE
k) Repeat for each Package
PACK BUILDER
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Marketing Links
175) General = link to the registration web form for proofing /validation purposes and for use in marketing
176) Concession = one link per industry price. You don’t need to usethese as your industry prices are already advertised on your websiteforms.
177) Retention = link to the discount forms. This is where you willpick up your “Hidden Links” for use in emails or for sending out tospeakers/sponsors/associations, etc.
Delegate Sales Links 178) From the drop down list select the relevant DS Manager
a) click Addb) One link per delegate sales personc) This is the link to their personalized booking form that they
should use in all communications
EVENT PACKAGE GRIDS
View and print a summary grid of all your Packages with the pricing structure and discounts.
HINT
To setup the Delegate Sales team members your Marketing Directormust first add each DS member to the Delegate Sales Group withinLove The Turtle
EVENT LINKS
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PACKAGES Once you’ve built your packages you can change the group discounts here and re-order how the packages are viewed on your registration page 179) Select the package
a) Enter the % discount b) Range start = the minimum number of people in the group
booking c) Range end = the maximum number of people in the group
booking d) Submit
180) Click Change Order
a) Drag and drop the packages into the order you’d like b) Click submit changes
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SALESFORCE
This is where you can pull Speakers / Organisations / Attendees and Profiling info from the Project Edition record in SFDC onto your website.
Speakers and Organisations are covered in the HOMEPAGE > CONTENT EDITOR sections of this manual
PROFILING INFO
You can add up to 5 profiling questions for Buyers and another 5 for
Sellers (these are in addition to the standard form questions) :
i) Do you provide solutions & products for this industry?
ii) What is your role?
In Salesforce
181) In SFDC go to the PROJECTS tab
a) Search for and open your PROJECT
b) Scroll down to the “Project Profiling” section
c) Add your question
d) Select whether the question is for Buyers / Sellers or Both
e) Select whether the answer is Single option or Multiple options
f) Add your answer options
g) Repeat for each question
In Callagur
182) Salesforce > “Profiling info”
183) Click “Pull Profiling”
184) Once imported you can reorder the questions – drag and drop
185) Update
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APPENDIX I – FONT STYLE SETS
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APPENDIX II – MENU GUIDELINES
Conference Website Menu Home Our Story Sponsor Agenda Attend Blog Register
The Big Idea Why Sponsor? Schedule Why attend Register Photos/Videos Who should sponsor Keynotes Who should attend Contact us News/Blog Floor plan All speakers Networking
Sponsor List Workshops Venue Post-show report Brochure Accommodation Sponsorship Prospectus
Awards Attendees
Exhibition Website Menu Home Our Story Sponsor/Exhibit Agenda Attend Blog Register
The Big Idea About the Expo Schedule Why attend Register
Photos/Videos Why exhibit? Keynotes Who should attend Contact us
News/Blog Why sponsor? All speakers Networking Who should exhibit/sponsor
Workshops Venue
Floorplan Seminars Accommodation Exhibitor list Brochure Attendees
Post-show report Exhibitor toolkit Sponsorship Prospectus
Top navigation (in grey) must be represented as shown, apart from Blog which is optional. Sub-topics below are all the things that must be covered in each dropdown section, apart from optional items shown in
italics. Multiple topics can be condensed in the same page as long as it’s all covered. If you don’t have enough content when the website is launched, use highlights from last year. This includes floorplan, speakers, sponsors, attendees, etc. Launch events should contain as much content as possible.
