Starting Your Core Project

Once you have confirmed your event technology requirements it’s time to start building your Project in the Core!

How to get started:

  1. Contact your Distributor to obtain Core login details for your project
  2. Refer to the below guide to help you on your way
  3. For full Element and feature setup guides search “Setup” in the Knowledge Base

Quick guide: Suggested steps, timeline and help articles to build your project

1) Asset Design

Suggested timeline: Can start ASAP → 2 weeks before product launch

Suggested articles:

  • Design Overview
  • Design to Templates
  • Upload Design Assets 

2) Profile Requirements

Suggested timeline: Can start ASAP → 2 weeks before product launch

Suggested articles:

  • Profile Overview
  • Profile Considerations
  • Setup Profiles

3) Load Attendees

Suggested timeline: Start loading profiles ASAP 

Suggested articles:

  • Use the Basic Profile Import Template
  • Create and Restore Snapshot Profiles
  • Manually Create or Delete a Profile

4) Content

Suggested timeline: Can start ASAP → 2 weeks before product launch

Suggested articles:

  • Create Pages
  • Manage Pages
  • Format Pages

5) Schedule Builder

Suggested timeline: Can start ASAP → 2 weeks before product launch

Suggested articles:

  • Schedule Builder Features
  • Create a Simple Schedule
  • Quick Tips to Enhance Your Schedule Appearance

6) Badge Template Creation

Suggested timeline: 1 → 2 weeks before printing

Suggested articles:

  • Badge Design Process
  • Create a New Badge Template

7) App Features

Suggested timeline: 1→ 2 weeks before app launch

Suggested articles:

  • Confirm App features
  • App Appearance
  • App Main Menu
  • Configure App Features

8) Attendee Connect

Suggested timeline: 1→ 2 weeks before app launch

Suggested articles:

  • Attendee Connect Overview
  • Configure Attendee Connect Features

9) Attendance Tracking

Suggested timeline: 1 → 2 weeks before event day

Suggested articles:

  • Attendance Tracking Overview
  • Use the Track app

10) Kiosk Manager

Suggested timeline: 1 → 2 weeks before shipping hardware 

Suggested articles:

  • Kiosk Manager Overview
  • Setup Kiosk Manager
  • Kiosk Companion

11) Lead Capture 

Suggested timeline: 1 → 2 weeks before product launch to exhibitors

Suggested articles:

  • Lead Capture Overview
  • Activate the Capture Update
  • Use the Capture App on Exhibitor Mobile Devices

12) Review 

Suggested timeline: 1 week before product launch

Suggested articles:

  • Checklists
  • Best practice - Testing

13) Communication

Suggested timeline: 1 → 2 weeks before event

Consider:

Attendee Information

  • App login and features
  • Lead Capture and Attendance Track scanning
  • Interactive Sessions
  • Kiosk Badge Printing

Staff Access and Support

  • Core Access for Updates
  • Kiosk Companion Access (Kiosk Manager)
  • Track App Access (Attendance Tracking)
  • Facilitator Panel Access (Interactive Sessions)

Speaker Information

  • Live Polling, Discussion and Q&A (Interactive Sessions)

Exhibitor Information

  • Capture App Access (Lead Capture)

14) Badge Printing

Suggested timeline: 1 week before event if pre-printing

Suggested articles:

  • Generate Badges
  • Print Badges on Demand From Profiles
  • Configure Badge Settings

 

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