Getting Started

• Reporting From the CMS
• Entegy CMS Glossary

How To

• Navigating the Entegy CMS

FAQs

• Entegy CMS FAQs

Getting Started

• Design Overview
• Confirm Design Requirements
• Design Setup
• Upload Design Assets
• Design Glossary

Event App Design Templates

• App Design
• Banners, Popup Messages and Push Notification Design

Store Listing Design Templates

• Splash/Loading Screen Design (Standalone & Portal App)
• App Store & Google Play Graphics Design (Standalone & Portal App)

Portal Design Templates

• Portal Design - Tile Entry
• Portal Design - Code Entry

Badge Design Template

• Badge Design

Interactive Sessions Design Template

• Interactive Sessions Design

Registration Design Template

• Registration Design

Kiosk Design Template

• Kiosk Design

Getting Started

• What are Profiles?
• Profile Considerations
• Setup Profiles
• Profiles Glossary

Configure Profile Fields in CMS

• Profile Types
• Profile Fields
• Create a Profile Type
• Create a Custom Text Field
• Create a Custom Multiple Choice Field

Upload Profile Data

• Use the Basic Profile Import Template
• Import Profile Data
• Manually Create or Delete a Profile

Manage Profiles

• Using the Profile Filter
• How to Upload a Profile Image
• Update Profile Settings
• Export Profile Data
• Profile Statistics

FAQs

• Profiles FAQs

Getting Started

• What is the Badge Creator?
• Badge Creator Setup Considerations
• Setup Badge Creator

Badge Template Design

• Badge Features
• Setup Badge Template
• Create Display Rules

Configure QR Codes

• Confirm Badge QR Codes for Scanning
• Manage External QR Codes [Badge Reference]
• Supported QR and Barcodes

Generate Badges

• Generate Badges
• Print Badges on Demand From Profiles

FAQs

• Badge Creator FAQs

Getting Started

• Starting Your Content
• Page Type Features
• Content Display Options

Create Pages

• Page Types Overview
• Create an about page
• Create a sponsor page
• Create an exhibitor page
• Create a schedule page
• Create an abstracts page

See all 13 articles

Managing Pages

• Manage Pages
• Container Pages
• Add a page header
• CMS Page Groups
• Page redirects
• Export page QR codes

See all 9 articles

Formatting Pages

• Formatting Page Content

Page Settings

• Page Settings
• Enable Page Search and Page Categories

FAQs

• Content FAQs
• How do I know the best page type to use for my content?

Advanced Content Setup

• Advanced Guide - How to setup multiple schedules for different attendee/profile types

Getting Started

• What is the Schedule Builder?
• Schedule Builder Features
• Setup a Schedule
• Schedule Glossary

Basic Schedule Setup

• Create a Basic Schedule

Create Schedule Sessions

• Upload Sessions in Bulk
• Bulk Upload Session Segments
• Create a Schedule Content Page Type
• Create Sessions
• Create Session Segments
• Sort Sessions

Manage Schedule Features

• Create and Link Speakers
• Create and Link Rooms
• Create and Add Streams
• Create and Link Categories
• Create and Link Session Types
• Create and Link Abstracts

See all 9 articles

Settings

• Configure Session Settings
• Configure Schedule Settings
• Enable Audience Participation

Personalised Schedules

• Configure Personalised Schedules

FAQs

• Schedule Builder FAQs

Getting Started

• What is App?
• App Deployment Options
• App Setup Considerations
• Setup App Element
• App Glossary

Appearance

• App Appearance Setup
• Configure App Appearance

Main Menu

• App Main Menu Setup
• Managing App Icons on the Main Menu

My App

• My App Setup
• Configure My App

Banners

• Page Banners Setup
• Configure Page Banners

Submission Forms

• Submission Form Setup
• Configure a Submission Form
• Add a Multiple Choice Content Link to Submission Forms

Push Notifications

• Push Notifications Setup
• Configure Push Notifications
• Create Push Notification Categories
• Push Notification Reporting

Popup Messages

• Popup Messages Setup
• Configure Popup Messages

Smart Redirects

• Smart Redirects Setup
• Configure Smart Redirects

In-app Badge

• In-app Badge Setup
• Configure In-app Badges

Stats & Usage

• Stats & Usage

App Settings

• App Settings

App Feature Statistics & Reporting

• App Feature Statistics

FAQs

• App FAQs

Getting Started

• What is Attendee Connect?
• Attendee Connect Setup Considerations
• Setup Attendee Connect
• Attendee Connect Glossary

Profile List

• Profile List Setup
• Configure the Profile List

Messaging

• Messaging Setup
• Configure Messaging
• Configure Group Messaging

Activity Feed

• Activity Feed Setup
• Configure the Activity Feed

Points and Leaderboard

• Points and Leaderboard Setup
• Configure Points and Leaderboard
• Manually Assign Points to an Attendee

Reporting and Statistics

• Attendee Connect Feature Statistics

FAQs

• Attendee Connect FAQs

Getting Started

• What is Interactive Sessions?
• Interactive Sessions Setup Considerations
• Setup Interactive Sessions
• Interactive Sessions Glossary

Settings

• Make a Session Interactive
• Configure Interactive Sessions
• Create an Interactive Sessions user

Facilitator How-to Guides

• Introduction to Interactive Sessions - Facilitator Guide
• Audience Polling - Facilitator Guide
• Live Discussion - Facilitator Guide
• Submitted Questions - Facilitator Guide
• Audience Polling (Speakers Guide)

Reporting

• Exporting Interactive Sessions Results

FAQs

• Interactive Sessions FAQs

Getting Started

• What is the Kiosk Manager?
• Kiosk Manager Setup Considerations
• Setup Kiosk Manager
• Kiosk Manager Glossary

Check-in - Enter Code

• Enter Code Setup
• Configure Enter Code

Check-in - Kiosk Registration

• Kiosk Registration Setup
• Configure Kiosk Registration
• View Live Registration Data

Check-in - Scan QR Code

• Scan QR Code Setup
• Configure Kiosk to Scan Attendee QR Code
• Configure Attendee to Scan Kiosk QR Code

Configure Kiosk

• Installing Kiosk Launcher V2
• Setup Kiosk Scanner
• Use Kiosk Admin Interface
• Configure a Kiosk in the CMS
• Design a Kiosk User Display Screen
• Configure Kiosk Display Screens

Kiosk Settings

• How to Reset Kiosk
• Configure Advanced Scanning Options

Kiosk Companion

• What is the Kiosk Companion?
• Enable Staff to Login to the Kiosk Companion
• Use the Kiosk Companion

FAQs

• Kiosk Manager FAQs
• Kiosk Manager Troubleshooting for Onsite Staff

Getting Started

• What is Lead Capture?
• Lead Capture Setup Considerations
• Setup Lead Capture
• Lead Capture Glossary

Configuration

• Configure Lead Capture Settings
• Manage Team Members in the CMS
• Manually Add a Scan

Access - Exhibitor Signup

• Configure Lead Capture - Exhibitor Signup
• Configure a Capture Registration Email
• Lead Capture Communication Template for Exhibitor Team Code

Access - Personal Login Details

• Configure Lead Capture - Exhibitor Personal Login Details
• Lead Capture Communication Template for Personal Login

Capture App

• Use the Lead Capture App - Exhibitor Guide

Attendees Self-Scan

• Configure Lead Capture - Attendee Self-Scan

Reporting

• Lead Capture Reporting

FAQs

• Lead Capture FAQs

Getting Started

• What is Attendance Tracking?
• Attendance Tracking Setup Considerations
• Setup Attendance Tracking
• Attendance Tracking Glossary

Configuration

• Tracking Session Groups
• Enable and View Scanned Status From the Event App
• Manually Add a Scan

Staff to Scan

• Configure Staff to Scan Method

Attendees to Scan

• Configure Attendees to Scan Method

Attendees to Self Check-in

• Attendees to Self Check-in Setup
• Create Automated Scanning Stations
• Attendee Self Check-in from the Event App

Track App

• Use the Attendance Tracking App - Staff Guide

Reporting

• Session Attendance Reporting

FAQs

• Attendance Tracking FAQs

Getting Started

• What is Registration?
• Setup Registration

Configure Registration Form Settings

• Registration Form Setup
• Configure Registration Form and Form Builder Settings
• Configure Stripe Payments
• Configure Live Registration URL

Building the Registration Form

• Adding Profile Fields and Items to the Registration Form
• Field Rules and Branching
• Publish Registration Forms

Attendee Invites

• Attendee Invite Links

Registration Complete Emails

• Registration Complete Email
• Payment Received Email
• Payment Required Email
• Set Email Design

Reporting

• Manage Transactions
• Transactions Report
• Session Registration Report

Classic Registration

• Classic Registration Overview
• Classic Registration Form Builder
• Allowing In-app Registration

FAQs

• Registration FAQs

Getting Started

• What is Email Campaigns?
• Email Campaigns Setup Considerations
• Email Campaigns Features
• Setup Email Campaigns
• Email Campaigns Glossary

Pre-configured Email Templates

• Select Pre-Configured Email Template
• Update Pre-configured Email Template

Configure Email Template

• Email Template Setup
• Create an Email Template
• Configure Email Template
• Configure Style Manager
• Email Template Merge Tags
• Duplicate an Email Campaign Template

Send Email Campaign

• Using the Profile Filter for Email Campaigns
• Preview and Send Test Email
• Send an Email Campaign
• Email Send Logs and Delivery Status

FAQs

• Email Campaigns FAQs

Getting Started

• What is Meetings Manager?
• Setup Meetings Manager

Configure Meetings

• Enable and Configure Meetings

Attendee Meetings

• Setup Attendee Meetings
• Attendee Meeting Management
• Attendee Meetings Manager Guide

Exhibitor Meetings

• Setup Exhibitor Meetings
• Configure Exhibitors and Team Admin
• Exhibitor Meeting Management
• Exhibitor Meetings Manager Guide

FAQ

• How do I view stats for meetings?

Getting Started

• What are Interactive Floorplans?
• Interactive Floorplan Features
• Setup Interactive Floorplans
• Interactive Floorplans Glossary

Configure Interactive Floorplans

• Configure Interactive Floorplans
• Configure Points of Interest

Interactive Floorplans Wayfinding Editor

• Map Floorplan Using Wayfinding Editor
• Publish Interactive Floorplan

Getting Started

• What is a Store Listing?
• App Deployment Options
• Setup Store Listing
• Store Listing Glossary

Store Account Setup [End-Clients]

• Store Account Setup [End-Clients]
• Apple Pt.1: Create an Apple ID
• Apple Pt.2: Apply for the Apple Developer Program
• Apple Pt.3: Invite Entegy to your Apple Developer Account
• Google Pt.1: Create a Google Account
• Google Pt.2: Apply for the Google Play Developer Console

See all 7 articles

Store Listing Configuration [Partners]

• Store Listing Configuration Setup [Entegy Partners]
• CMS Pt.1: Connecting Store Accounts to the Entegy CMS
• CMS Pt.2: Preparing a Store Listing
• CMS Pt.3: Approving a Store Listing

Standalone App Maintenance

• Check Standalone App Version Number
• Request Standalone App Update

FAQs

• How do I keep My Apple Developer Account up to date?
• Store Listing FAQs
• What is a D-U-N-S Number and how do I apply for one?

Getting Started

• What is App Access?
• What is GDPR?
• App Access Setup Considerations
• App Access Glossary

Profile Login and Authentication

• Profile Authentication Setup
• Configure Login and Privacy
• Manage Login and Authentication Settings
• Login & Authentication FAQs

In-app Signup

• In-app Signup Setup
• Configure In-app Signup

Shared Password

• Shared Password Setup
• Configure a Shared Password

Public Access/No Login

• Public Access Setup
• Configure Public Access

Getting Started

• What is Onsite Printing?
• Setup Onsite Printing
• Onsite Printing Glossary

Configure Onsite Printing

• Install Onsite Printing Software
• How to use Onsite Printing
• Onsite Printing Configuration

FAQs

• Onsite Printing FAQs

Getting Started

• What is Session Live Streaming?
• Session Live Streaming Setup Considerations
• Setup Session Live Streaming

Configure Session Live Streaming

• Configure Session Live Streaming

Interactive Sessions

• Interactive Sessions Setup

Getting Started

• What is a Portal Project?
• App Deployment Options
• Setup a Portal
• Portal Design Requirements
• Portal Glossary

Portal Configuration

• Create a Portal Project
• Event Project vs Submission Project
• Portal Configuration

Portal Entry Types

• Code Entry vs Tile Entry Portals
• Code Entry Portal Setup
• Tile Entry Portal Setup
• Tile Entry Portal with Sub-menus

Portal Store Listing

• Store Account Setup [End-Clients]
• Store Listing Configuration [Partners]
• Preparing a Portal Store Listing in the CMS

Portal Maintenance

• Check Portal Version Number
• Request Portal Update

FAQs

• Portal Project FAQs

Eventbrite

• How to Prepare for your Eventbrite Integration
• Connect Your Eventbrite Event With Entegy CMS
• Manually Sync Eventbrite Integration
• Allow duplicate emails for an Eventbrite integration
• Eventbrite FAQs

Getting Started

• Getting Started Videos

CMS Navigation

• CMS Navigation Videos

Registration

• Registration Videos
• Attendee Invites Video
• Automated Email Templates

App Design

• App Design Videos

Badge Creator

• Badge Creator Videos

Content

• Content Videos
• Personalised Agendas

App Features

• App Features Videos

Profiles

• Profile Importing Videos
• Profile Management Videos

Attendee Connect

• Attendee Connect Videos

App Access Methods

• App Access Methods

Lead Capture

• Lead Capture Videos

Attendance Tracking

• Attendance Tracking Videos

Interactive Sessions

• Interactive Sessions Videos

Email Campaigns

• Email Campaigns Videos

Integrations

• Eventbrite Integration Videos

App Deployment and Store Listing

• Standalone App with Store Listing Videos
• Portal App with Store Listing

Session Live Streaming

• Session Live Streaming Video

Overview

• Entegy Suite Minimum Tech Requirements
• Security information for the CMS

Making the most of the Entegy Suite

• Engaging Attendees With the Activity Feed
• Digital Passport Competitions
• Sponsorship Opportunities
• Gamification

Glossary

• Entegy Suite Glossary

Organiser Resources

• View News
• Manage your Organisation Account

Manage Projects and Demos

• Project Overview
• Create a New Project
• Create a Demo Project
• Order Elements
• Import Project Design
• Manage Project Data Overview