- Understanding the Event Setup page
- How do you use the Event Setup page?
- Security and Privacy options
- Registration options
Understanding The Event Setup Page
The Event Setup Page is the page on the Grip Dashboard that allows you to make basic changes to the foundation of your event.
It is where you would change elements such as the event dates, description, language, industry, and more... and we'll get onto those things shortly.
Meanwhile, here's what it looks like:
How do you use The Event Setup Page?
The Event Setup Page is one of the first elements of the event that is created, but is one of the least used throughout the life of the event, once it's been set up for the first time.
This page uses an automatic saving feature, which means that changes are automatically saved by the system and you do not need to click any save buttons.
Below we detail how to use each field on the page and what impact this will have on your event:
|Field||What does it do?||How do I use it?||Impact of change|
|Event Name||This is the name of the event which is chosen when the event is created.||This is a read-only field that simply tells you the name of the event.||Requires development in order to change the name once it is set. This name will appear on the login screen and in some emails. On mobile it will appear in the app welcome message.|
|Event URL||This is the web address of the event application. When clicked this will open a tab with your event application.||This is a read-only field that simply tells you the URL of the event.||In the browser address bar on mobile or web. Once set, this cannot be changed without development assistance once the event name has been set.|
|Event Smart Marketing Link||This link will allow a user to either download the app if opened on mobile or direct them to the event browser app on a computer.||This is automatically generated and should be used for marketing.||
Changes can be affected by your Grip representatives only.
iOS - app store
This allows you to choose the Type of event you are running:
|You simply choose the type of event you are running. This will help the Grip platform better recommend settings, and features||This will not impact the application.|
This field allows you to choose the format of the event taking place. It can be:
|You simply choose your event's format from the dropdown.||This guides features to be created during setup of the event. This can later be edited.|
|Event Industry||This field allows you to define which industry your event is for.||You can either scroll through the list of all available industries or search for the applicable industry.||This won't have an impact on the application, but will have an impact on the AI-powered suggestions and recommendations a participant will receive from Grip.|
This field allows you to select the current stage of the event. The options are:
The purpose of this is as a label on the event selection screen to allow you to clearly show whether an event is ready to go live or not.
While in the Draft phase, the Registration Auto-Sending feature will not function. Activity-triggered emails (e.g. meeting and engagement emails) and manually-triggered emails (e.g. custom welcome emails) will still send.
|You choose the stage from the dropdown.||This will be seen on the label on the event tile at application level.|
|Event Start & End Dates||These two fields allow you to set the start and end dates for your events.||You can use the date picker to choose the dates that your event takes place.||This helps to determine the default settings for several scheduling options.|
This is the field that allows you to either set the location of the event or the default location if it's a virtual event.
This is a very important field as it will set the timezone for event, which will impact all scheduling.
|You can search for the city where the event will be held, once selected it will also display the current timezone for that city.||
This will impact all event scheduling as sessions/meetings will be set against this default timezone.
All other timezones are then scheduled against this initial choice too. So if you select London (GMT), and create a session for 10am, it will appear in the schedule for somebody from Rome (GMT+1) at 11am.
This allows you to decide how dates should appear in your event.
|You choose the correct format from the dropdown.||Wherever a date appears within your event it will display in the format chosen here.|
|Time Format||This allows you to decide whether to use the 24 hour and 12 hour clock format.||You choose the correct format from the dropdown.||Wherever a time appears within your event it will display in the format chosen here.|
|Event description||This is the event description where you can describe your event for event attendees.||Just type the description for your event into the box.||This is not currently used on the event app, but we have features that will be released shortly that will use it.|
This field defines which platform the event will be taking place on through the tick boxes.
If you select web experience you are turning on the ability for the event to run on browsers.
|You click the relevant tick boxes.||The event will be available to access on browsers.|
Deactivate your Event
|This option allows you to deactivate your event, for instance if the event has ended or if you need to stop people having access to it.||
You click the 'Deactivate Event' button, which then opens the Deactivate Event modal.
From here you need to type the word Deactivate (complete with capital letters) in order to be able to deactivate.
You are also asked whether you would like to retire all registration IDs associated with this event, which helps avoid issues on other events in the same app.
|The event will stop being accessible if the event is deactivated.|
(If event is deactivated) Activate Event
|This button allows you to reactivate the event, which means the application becomes available again. Add more on activate/deactivate here||
You click 'Activate Event' then 'Activate Event' again on the modal that appears.
|The event will become accessible again.|
Security and Privacy Options
If you head over to the second tab within Event Setup, you'll find some additional settings for Grip's Security and Privacy features. Here, you can add links to user agreements, privacy policies and imprints. These links will appear in a user's profile when they are logged into Grip, like this on the right of the page:
Here you can also affect the contact details sharing options. We've provided more detail below:
|Field||What does it do?||How do I use it?||Impact of change|
|Contact details options||
This allows you to choose which contact details sharing options your attendees can choose for themselves on the platform.
Public - Anybody can see their contact details.
Connection - Anybody who is connected can see their contact details.
Private - Nobody can see their contact details.
|You set the contact sharing options you would like your attendees to have.||When an attendee logs in, they will be able to choose from the options you've set for them.|
|Contact detail sharing defaults||
This sets the default contact sharing settings for event attendees. The options are:
Public - Anybody within the event can see everybody else's contact details by default.
Connection - Anybody who is connected within the event can see one another's contact details.
Private - Nobody can see anybody else's contact details.
|You choose the setting you need from the dropdown.||When logged into the event, attendees will/won't be able to see people's email addresses and/or phone numbers by default, based on the choices made.|
On the third tab, within Event Setup you will find options for event registration. Here, you can provide a link to an external registration provider or use Grip's own Registration.