Event Setup
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      1. Grip Knowledge Base
      2. Event Setup

      Are you ready to launch? A checklist for event platform success

      To ensure everything is ready for a smooth and successful experience, we’ve created this easy-to-follow checklist.

      It covers all key areas, from event details and branding to data validation and engagement tools, so you can feel confident when your event goes live.

      Table of Contents

      1. Event Details
      2. Event Branding
      3. Data Types and Permissions
      4. Event Agenda
      5. Navigation and Homepage
      6. Event Settings
      7. Data Validation
      8. Networking Setup
      9. Engagement Tools

      1. Event Details

      Native Integrations 

      Native Integrations (NIs) ensure your data flows seamlessly between systems - your registration system and Grip Dashboard/event platform. 

      • Ensure Native Integrations (NIs) are set up for all relevant Data Types (DTs).
      • Confirm that NIs are scheduled properly.
      • Check that data appears correctly on profiles and is filtering as expected.
      • Compare the total registration numbers with the total profiles in Grip to identify any significant discrepancies (e.g., if there are 100 registered participants but only 73 profiles in Grip).
       Event Setup

      The Event Setup section in the Grip Dashboard is the foundation for your event. Reviewing each tab ensures all settings align with your event requirements.

      General
      • Ensure the Event Industry field is completed.
      • Confirm the Date and Time Format is accurate.
      • Select the appropriate platforms (Browser and Mobile, or Browser-only).
        • For staggered launches, keep Mobile App disabled until ready.

      Security & Privacy

      • Verify contact details are accurate and align with data type permissions.

      Login Settings

      • Review settings for applicability.
        • For multilingual events, confirm the Privacy Policy link is provided in all languages.

      Event Filters

      • Review filters to ensure proper configuration and relevance.

      2. Event Branding

      Branding is key to creating a professional, cohesive experience for event participants. This step ensures your event platform reflects your brand identity.

      We recommend opening your event platform alongside the Grip Dashboard during this step to cross-check your branding elements.

      Colors

      • Log in to test colors visually (e.g., text visibility in the search bar).

      Assets

      • Verify branding is up to date (especially for copied events).
      • Check that all required images are present.

      Ads

      • Confirm ads display correctly on the event platform.

      3. Data Types and Permissions

      Data types permissions ensure your event participants have the appropriate access and visibility settings.

      Participants

      • Set up Type and Session Permissions.
      • Ensure meeting requests align with event needs (e.g., avoid enabling public meeting locations if unavailable).
      • Remove badge scanning if not applicable to avoid confusion.

      Relationships

      • Confirm relationships are toggled on and match profile data.
      • Update Relationship Names and translations for multilingual events.

      Companies

      • Check whether “Exhibitor can edit their own profiles” is enabled.
      • Review teams setup, visibility of item types, and relationships.

      Items

      • Confirm relationships are enabled and match profile data.

      4. Event Agenda

      The event agenda is the backbone of your event. Ensuring its accuracy and clarity will help event participants navigate sessions easily.

      • Check for odd characters in session descriptions.
      • Verify event dates align accurately.
      • Replace placeholders (e.g., TBD) with meaningful names for stages and tracks.
      • Test filters as a test user.

      5. Navigation and Homepage

      A clear and organized navigation structure ensures event participants can easily access the event’s content.

      Navigation

      • Remove outdated navigation items.
      • Verify URLs on the frontend.
      • Ensure filters and data type restrictions are accurate.
      • Review multilingual translations.

      Homepage

      • Remove outdated homepage items.
      • Test links to ensure they work correctly.

      6. Event Settings

      Custom Groups

      • Validate data within Custom Groups.
      • Configure permissions and metadata keys for MustMeet events.

      MustMeet

      • Ensure MustMeet is enabled.
      • Confirm “Meet,” “Must Meet,” and “No Thanks” limits are set.

      7. Data Validation

      • Randomly check profiles for errors or missing information:
        • Custom Fields
        • Social Media Links and Websites
        • Relationships

      For MustMeet Events

      • Ensure all MustMeet participants are assigned to a group.
      • Verify all locations are correctly set

      8. Networking Setup

      Networking is one of the most valuable aspects of your event. Proper setup ensures participants can connect seamlessly.

      Meeting Locations

      Default Location Settings

      • Verify event dates and times match the schedule.
      • Adjust meeting times to align with the event.

      Locations

      • Ensure Public Meeting Locations are set up, including table capacities if needed.
      • Confirm booths and other spaces are correctly assigned.

      9. Engagement Tools

      Engagement tools like emails and notifications keep event participants informed and connected.

      Emails

      • Enable email functionality for the event.
      • Set up a custom domain and update the support email address.
      • Create and schedule email campaigns to keep attendees informed.

      Notifications

      • Set up push notifications to share important updates with attendees.