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Sponsor settings reference

C
Written by Customer Success

Sponsors > Settings holds the event-wide sponsor settings in four sections: General, Import & Export, Booth and Advanced. Switches and the display order save as soon as you change them.

Before you start

  • You need to be an organization admin or an event admin.

  • The Sponsors page shows "Sponsors feature is not active" until the feature is on. Select Activate there. The Settings tab is not shown while the feature is off.

  • The tab row, including Settings, appears once the event has at least one sponsor category.

Where to find it

Sponsors > Settings in the admin panel. The links on the right jump to each section.

General

Sponsors Settings, General section with the Use sponsors switch and the Sponsor display order list

Setting

What it does

Default

Use sponsors

Turns the sponsors feature off or on for the event. "Turning off sponsors doesn't erase your data". When it is off, the Sponsors page shows only Activate.

Off

Sponsor display order

Order of sponsors inside each category in the apps and the sponsor widget: Alphabetical (A-Z) or Custom order. "The custom order option allows you to manually select the display order for each sponsor by using the position field."

Alphabetical (A-Z)

See Organize the sponsor list for the custom order.

Import & Export

Import and Export section with the Import .csv and two Export .zip buttons

Setting

What it does

Import sponsors

"Import sponsors from a .csv file". Import .csv opens the Import sponsor list dialog with a link to the CSV template. After the upload: "Your import is being processed. You will be notified by email in case of any error."

Export sponsors

"Export your sponsors in a CSV file." Export .zip emails you one CSV with the event's sponsors. "Your export will be delivered by email shortly."

Export all sponsor data

"Export all sponsor analytics data in a CSV file." Export .zip emails you 7 CSV files per sponsor: interactions, visitors, meetings, meetings summary, meetings per representative, outbound scans and inbound scans. "Your export will be delivered by email shortly."

Booth

Booth and Advanced sections with Show booth links in profile, Meet-at-booth, Rename “Booth” and the three Advanced switches

Setting

What it does

Default

Show booth links in profile

"Display a button to visit the relevant sponsor booth on sponsor representatives' profile."

Off

Meet-at-booth

"Allow sponsors to set their on-site booth as a meeting location." Not shown for virtual events. The first time it is turned on, every category and sponsor is turned on too. Turning it off opens "Disabling Meet-at-booth"; confirm with Apply changes. The category and sponsor settings are kept.

Off

Rename "Booth"

"If the term "booth" doesn't fit with your use case, enter a custom term of your choice to replace it everywhere it's used." Up to 20 characters. Enter the term and select Save. Shown only while Meet-at-booth is on.

booth

Advanced

Setting

What it does

Default

Matchmaking for sponsors

"Allow attendees to directly match with sponsor companies and exhibitors." Adds a Matchmaking section with Tags to the sponsor form and a Tags filter to the sponsors page in the apps. Sponsor admins can't edit the tags.

Off

Location for sponsors

"Add country/state information for each sponsor or exhibitor. Filtering is available for both features." Adds a Location section (Country, State / city / other) to the sponsor form and a Location filter to the sponsors page in the apps.

Off

Show People list ads

"Show sponsor ads in People list. Sponsors must be added to the Sponsor ad list to be visible."

On

Limits

  • Exports are sent by email to the signed-in admin. They are not downloaded in the browser.

  • Rename "Booth": 20 characters.

  • Matchmaking, Location and Custom fields on the sponsor form are tagged Admin Only. Sponsor admins don't see them.

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