I'm an Event Organizer
Find guidance on creating and editing your event, managing submissions, and more
Creating Your Event
- Organizer FAQs
- Getting Started: Creating an Event Listing
- Customizing add-ons and marking them as sold-out
- Customize Applications by Applicant Type
- Batch Edit Multiple Events
- Creating an Event - Year Two
Organizing a Virtual Event?
Build a virtual experience with a Vendor Village, Conference Sessions, and more
Sub-Users
Payment Gateways
- Accept Check and Alternate Payments
- Retrieving API Keys for Stripe
- Retrieving API Key for Authorize.net
- Upgrading PayPal APIs
Payment Settings
- Customize System Messages with your Organization's Logo
- Accepting PayPal Payments in Canadian Dollars (CAD)
- Enabling Payment Installment Plans for Stripe and Alt. Payment Methods
- Adding an Application Fee
- Adding Sales Tax
- Adding 3% CC Processing Fee
Managing Payments
- Sending Payment Reminders (Automated Template)
- Record a Partial Payment
- Setting an Order Status to 'Paid' and Sending Payment Reminders [Awaiting Payments tab]
- Revert a "Paid" Order Back to "Needs Payment"
- Exhibitor Payment Failed - Now what?
- Refund a Cancelled Order
Managing Your Orders
- How To Review and Approve an Order
- Submissions Dashboard
- Export Order Summaries and Event Logistics
- Creating a Manual Submission On Behalf of the Exhibitor
- Create a Promo Code
- Cancel an Order
Modifying Orders
- Modifying an Exhibitor's Order
- Approving Order Modifications Made By an Exhibitor
- Editing an Exhibitor's Booth Profile Information
Managing Paperwork
- Enable E-Sign for an “Order Specific Document” for Vendor/Sponsor
- How to Resend an eSign document
- Managing Paperwork Deliverables - For Organizers
- Enable E-Sign and create your E-Sign template with Smart Fields
- Send a New Doc Alert
- How to Inspect An Exhibitor's COI
Messaging
- How to Add Your Custom Logo to Email Notifications
- "My Messages" Inbox
- Using Batch Messaging to Message Multiple Exhibitors
- Exhibitor Email Notifications
Account-Level Settings
iframe Codes
Onboarding Your Exhibitors
- Template for Vendors/Sponsors: Reminder to Confirm Order (pending manual)
- Template: reminder for vendors/sponsors to complete their paperwork
- Onboarding your Vendors/Exhibitors: Intro Email Tips
- How to Find an Event in Our Marketplace and Submit an Application
- Pay for Your Order
- Confirm Your Order
Account Management
- Resetting Passwords & Login Information
- Setting Up a Mailing Signature as an Event Organizer or Sub User
- Setting Up Your Profile Page
Subscription Settings
- Early Plan Renewal
- Purchase Additional Event Tokens
- Upgrade Your Plan
- Adding an Interactive Live Floor Plan to your Event
Additional Resources for In-Person events
Learn about our Live Floor Plan, and how to send day-of logistics