How to create, configure and use Products on Grip Manage

Products offered to exhibitors for sponsorship and branding are created within the Manage platform—either from scratch or by leveraging templates. These products are seamlessly linked to relevant tasks and assigned to specific companies. Once assigned, they are visible within the Sponsor Portal, providing exhibitors with enhanced opportunities to elevate their event presence.

To open Products, navigate to your event in Grip Manage > Companies > Settings > Products > + Create new product.

Products are useful when you want to control whether an item is a single quantity purchase (like a Gold Sponsor) and set the inventory you wish to sell on the platform. You can also assign mandatory follow-up actions (tasks) to these products.

In this article, we will cover the following:

• Use cases and information

• Before you begin configuring Products

• Configuring Products

• Managing/Adding Products manually

• Sponsor portal

• Frequently Asked Questions

Understanding Products

A product is a very simple entity that requires a product name, a product description, and quantity controls. Products allow you to control the purchase and inventory of items such as sponsorship packages (e.g., Gold Sponsor) or physical spaces (e.g., a 10x10 booth).

You can define whether a product is a single quantity purchase or not. A single quantity purchase means that people can only buy one of that item (for example, you cannot be a gold sponsor twice).

End Goal and Benefits: The primary goal of configuring products is controlling available inventory and subsequently associating mandatory actions with a purchase. Tasks (such as providing additional materials or assigning speakers) can be created and assigned to a specific product. If a user purchases the Gold Sponsor package, they are automatically assigned the associated tasks they need to complete. This provides an interesting interplay and flexibility between products and tasks.

Before you begin configuring Products:

Before configuring a product, especially if that product requires specific follow-up actions, it is best practice to configure the associated tasks. If you are creating a product that involves the assignment of staff passes, it is often recommended to create a dedicated 'Team Member Pass product' as a separate entity.

How do you use/configure Products?

When writing organizer-oriented articles, we should cover all possible fields, parameters, and steps:

1. Define Product Basics (Name and Description)

Start by giving the product a product name and a product description.

2. Determine Quantity Type

Specify whether the product is a single quantity purchase (Yes/No).

Best practice: If the item can only be bought once (like a Gold Sponsor package), set this field to 'Yes'.

3. Set Inventory (Quantity Control)

Control the total number of items you want to sell. For instance, if you have sponsored sessions, you might only set the inventory to 10.

4. Create and Assign Tasks to the Product

You can create tasks (like a team member/representative pass assignment task) and associate them with the product.

Tasks are things that people need to complete if they purchase the product. For example, they might need to assign passes to their company's staff. You can set a due date for these tasks (e.g., September 29th).

5. Managing Task Assignment Updates (If modifying existing products)
If you are removing an associated task from a product that has already been purchased (for example, removing a pass assignment task from a Gold Sponsorship package), the platform prompts you to choose whether to update the existing package holders.

Please note: You must decide if you want to allow those who already have the pass as part of the existing product to keep having it, or if you should update their package to remove the associated task.

Managing/Adding Products?

Potential impact: Removing a task from a product that has already been purchased may not immediately remove the associated benefit (like assigned passes) unless you explicitly choose to update their package when prompted. Ensure you select the correct update option when modifying existing product configurations.

What do Exhibitors see, and how do they act on their Tasks/Products?

Once Products/Tasks are assigned to a certain company, company representatives use Sponsor Portal to have an overview on everything that's expected of them in preparations towards the event itself.

Learn more about Tasks here.

Navigate to Companies > Settings > Open Sponsor App button to be able to log into the Sponsor portal of your event.

This is what sponsors see:

Learn more about Sponsor portal here.

Frequently Asked Questions

Is it possible to limit how many of a product I sell?
Yes. The Quantity field controls the inventory, allowing you to limit how many units of that product (e.g., gold sponsorships) you want to sell.

What happens if I remove a task from a purchased product?
When removing a task from a product, the system will prompt you to choose whether the change should apply to existing purchasers. You can choose whether current purchasers should keep the associated benefit (like staff passes) or if their package should be updated to remove the task assignment.

Can I set a product so that a user can only buy it once?
Yes. If you set the product to be a "single quantity" purchase, users can only buy one of that product (for example, you can only buy one Gold Sponsor package