Add & Manage an Event Directory on a Booth Page

Overview

Event directories are sections that appear in a tile or list view on the booth homepage and web pages. Event posts can be selected individually or filtered for an automated selection.

In this article:

1. Log into the site
2. Go to your dashboard
3. Navigate to Pages
4. Add a new page or edit an existing page
5. Add or edit an event directory section
6. Setup the event directory
7. Choose the event posts

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Step by Step Walkthrough

Step 1 - Log into the site

Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.

Step 2 - Go to your dashboard 

If you are not taken to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.

Step 3 - Navigate to Pages

From the dashboard, select "Pages" in the left-hand side navigation bar.

Step 4 - Add a new page or edit an existing page

• To create an event directory, start by adding a new page by clicking "+Add New Page” 
• Edit an existing page by clicking the page name or  “Options” button.
  Note:  Your booth may not have permissions to add additional pages.

Step 5 - Add or edit an event directory section

• Add a content directory section by clicking the  "+Add New Section" button and selecting "Event Directory".

Note that your booth may not have permission to add new sections vs. editing an existing section.

Step 6 - Setup the event directory

• Enter a section title and select to display that title on the page.
• Select if you want the event posts to appear in an accordion that can be opened and closed on the page and if the accordion will be opened by default. (Individuals can close the accordion once they view the page.)
• Choose if event posts will display in a tile or list format.
  • Tile Format
    • Displays the thumbnail, title, booth or catalog, and post type
    • Enter the number of rows
    • Enter the number of posts to be added per booth or catalog if event posts will be added automatically. 

Step 7 - Choose the event posts

• For automatic post selection
  • Select "Automated" 
  • Select if the directory will be sorted alphabetically or in the date order.

 

• • Select the posts "added in past # of days" to create a date filter.
  • Select the post types to be added (example: articles, virtual swag, presentations).
  • Click "Save".
    
• For manual post selection:
  • Select 'Manually'.
  • Click the 'Select Events' button. 

• • From the list of posts, select the content to be added to the directory by clicking the checkbox in the far left column.
  • Click "Save" to bring them into the table.
    
    
• Reorder posts if needed: 
  • Drag and drop posts using the icon in the 'Order' column on the far left to change the order manually.
  • Automatically reorder posts by selecting a table column and changing the order from that column.
• Click 'Preview' in the bottom left to preview the directory.
• Click "Save"

Step 8 - Save

Save the section, then the page.