When collecting information for the attributes within sponsor/exhibitor profiles in Webex Events (formerly Socio), you can either use a:
For more information on how the sponsor/exhibitor profiles are set up within Webex Events (formerly Socio), visit HERE.
Note: At this time, Sessionboard is not able to import confirmed sponsors/exhibitors. Contact [email protected] if you have any questions.
Sponsor/Exhibitor Intake Form
Create your Sponsor Intake Form or Exhibitor Intake Form to collect information from each organization.
It is the event admins' responsibility to share the intake form with sponsors/exhibitors via email. Once the intake form is completed, the sponsor/exhibitor will have access to the portal and further communications can be sent to them through Sessionboard.
Within the form, submitters are required to provide a company's point of contact (POC). If your team already knows this information and does not wish to request this from the submitting group, consider creating a portal form instead.
If you will be requesting assets (videos & images), do not include this request within the intake form. You will request these items through a file request task. This allows you to be able to message the submitter within the task if you may need them to upload a new file.
Viewing Intake Form Results
Once you have created the form and submissions are received, you can review these results within the respective sponsor/exhibitor modules.
TIP: Create a dashboard view within your sponsor/exhibitor module that only includes Webex Events (formerly Socio) profile information. Additionally, you can create a field within your view titled "Ready For Webex" that allows you to designate each sponsor/exhibitor as approved or not ("Yes" or "No") to be uploaded into Webex Events (formerly Socio) once you have reviewed the information provided.
Portal Form
Portal forms are great to use if you already have a confirmed list of sponsors/exhibitors and their respective contacts. When creating a form, ensure to create the form for Groups and not Individuals.
Within the form builder, you will notice the option to either utilize group fields or create your own custom fields. For the best user experience, we recommend using only group fields. This allows for all of the information to not only live within the form results page but also will be available within the sponsor/exhibitor module.
Additionally, since the information you will be requesting are not standard group fields that Sessionboard offers, you can create group fields to align with the requests.
If you will be requesting assets (videos & images), do not include this request within the intake form. You will request these items through a file request task. This allows you to be able to message the submitter within the task if you may need them to upload a new file.
Use the following link to view an example portal form to guide you along creation: https://intercom.help/sessionboard/en/articles/7211720-portal-form-example.
Viewing Portal Form Results
Once you have created the form and submissions are received, you can review these results in two separate places:
Within the respective sponsor/exhibitor modules
Within "Show/Hide Fields" on the left-hand side of the sponsor/exhibitor module, toggle to "Reporting Fields" (by default you are seeing Group Fields"), and under the form header select the form to add it to your view. For more information on dashboard views, visit HERE. Don't forget to save the view when you are done😊
Navigate to Portal > Forms > View Results
NOTE: Do not worry if you do not see data for each field under form results. Click the maximize button to the left of the Submitting Group to see all of the information provided.
TIP: Create a dashboard view within your sponsor/exhibitor module that only includes Webex Events (formerly Socio) profile information. Additionally, you can create a field within your view titled "Ready For Webex Events" that allows you to designate each sponsor/exhibitor as approved or not ("Yes" or "No") to be uploaded into Webex Events (formerly Socio) once you have reviewed the information provided.
