The meetings pages sit under the 'Networking' tab in the dashboard. This is where you can create, configure, edit and export meetings within your event.
In this article we will cover:
The Meetings List page
1. Under the 'Networking' tab, click 'Meeting List'.
2. On the meetings list page you will see all the meetings that have been accepted, declined, or pending. You can sort the data in the table by clicking 'Columns' and also filter the data by clicking 'Filters' as shown in the gif below.
3. To create a meeting on behalf of a participant, click the 'Create Meeting' button.
3a. Fill out the required fields shown in the image below, and click save.
4. On the meeting list page you can also create multiple meetings on behalf of a participant. Click the 'Create Multiple Meetings' button.
4a. To create multiple meetings at once, add the meeting organiser and the recipient(s). Click the 'Add meeting' button to add additional meetings with new recipients, the organiser will stay the same, you will just be adding different recipients to the additional meetings. When you create multiple meetings it will auto-populate the meeting organiser and recipient(s) schedules in the default meeting length (more on this in the Meeting Settings section) that they share. You can then go into the individual meeting and change this to a specific time if needed. Within the event platform the organiser or recipient(s) can also request new meeting times.
5. To delete a meeting, simply select the meeting by clicking the checkbox, then click the 'Delete Meetings' button.
6. You can click on the meeting to bring up its details. Here you can update the meeting's status, marking it as accepted, pending or declined for all attendees. You can also mark the attendees as arrived, regardless of whether it's before or after the meeting start time.
7. To see the analytics of meetings that have taken place within your event, click the 'Analytics' tab at the top of the meetings list page.
7a. On the meeting analytics page you will see all the meetings that have taken place within your event. You can sort this data by clicking on the 'Columns' button and adding/removing certain columns. You can also filter the data in this table by clicking on the 'Filters' button and selecting your filters.
7b. To export meeting analytics, click the 'Export Data' button. You can choose to export all columns available by clicking the 'Export all Columns' button, if you leave this toggled off it will only export the columns displayed in the table view. You can then select the export format, the two options are CSV, and XLSX (Excel).
The Meeting Locations page
1. The meeting locations page shows all the possible meeting locations within your event. You can edit and delete locations from this page.
2. To create a meeting location, click the 'Create a meeting location' button. From here you can name the meeting location, select the location type (these can be 'Public', 'Restricted', or 'Hybrid Virtual'. Hybrid Virtual locations are online virtual rooms), meeting length, timezone, event date range, enable breaks when meetings can't be scheduled, meeting times, and location capacity.
The external location id is used when a physical location that exists within your event is created in Grip so participants are able to book the meeting online for that physical location. This is commonly used for exhibitor booths meaning participants can meet an exhibitor representative at their booth. Please speak to the Grip support team for more details on setting this up.
The Meeting Settings page
1. The meeting settings page is where you can configure the settings for all meetings that will take place within your event. You can change the event date range, the timezone, meeting length, whether your event allows multi-user meetings or not, whether your event allows instant meetings or not, whether those instant meetings are only available between defined start and end times per day, whether you want to allow breaks between meetings (a time when no meetings can take place), limit of requested meetings per user, start and end times per day when meetings are allowed to take place, and custom meeting feedback
2. Meeting feedback is a great way to understand the quality of the meetings taking place within your event. You can use the default feedback answers as shown in the image below or you can create custom feedback answers to better fit your event.
2a. To create custom meeting feedback click the 'Create Custom Meeting Feedback Collection Rules' button.
2b. To create custom feedback rules, select the 'Rater Type' from a list of Data Types within your event, then choose the 'Type Being Rated' from the list of Data Types. Click on the 0 under 'Good' 'Didn't Happen', and 'Bad', this is where you can select your answers from either a pre-populated list under 'Add Row', or you can create your own answers by clicking 'Add New Global Reason'. Data Types you have not created custom rules for will be shown the default rules. Once complete, click 'Save'.