This guide walks you through the steps to assign representatives to sponsors in your event, manage their permissions, and let them edit their sponsor page.
Step 1: Go to the Sponsors Module
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From your event dashboard, navigate to the Sponsors module.
- Click on Actions > Manage categories.
Step 2: Create a Sponsor Category
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Inside the Manage Categories screen, click Actions > New .
Fill in the details:
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Name
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Color
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Sponsors level (This affects the size of the banner on the Virtual Stage.)
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In the Representatives section, define how many representatives each attendee type can have.
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Example: allow only 1 representative for the “Company” attendee type.
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Click Save.
Step 3: Add a Sponsor
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Go back to the main Sponsors module.
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Click Actions > new or edit an existing sponsor. Refer to this article for detailed instructions on adding a new sponsor.
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Fill in the sponsor’s information and assign the correct Category (e.g. Gold).
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In the attendee field, search for and select the attendee who will act as the sponsor’s representative.
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Click Save.
Step 4: Allow Sponsors to Edit Their Page
- Go back to the main Sponsors module.
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To enable sponsors manage their own page and add additional representatives:
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Click Actions > View public sponsor area.
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Share the link with the sponsor via email or other communication channels.
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The sponsor will need to:
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Enter the email of the registered representative.
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Retrieve and enter the access token sent to their inbox.
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Step 5: Sponsor Page Editor (Public View)
- Once the sponsor accesses their showcase editor:
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They can update basic details, add videos, and edit the profile ( For additional details, please refer to this article.) .
- Go to the representatives tab where you can add additional representatives:
- Click on the "Add Representative" button.
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If the representative has not yet been registered for the event, adding them here in the showcase editor will automatically register them as a attendee.
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If the representative has already been registered for the event, an error pop-up will appear with the message "Error creating representative". Don’t worry, simply click on the link "You can associate attendees as representative here."
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- Then, click on ‘Add’ to link the representative to their attendee profile in your event.
Step 6: Preview on the Virtual Stage
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Log in to the virtual stage.
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Click on the Sponsors tab.
- You’ll see sponsor cards organized by category levels (e.g. Gold = Level 1).
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Click on a sponsor to view:
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Their info
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Their representatives
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Options to start a chat or schedule a meeting
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