How to assign representatives to your sponsor

Step 1: Go to the Sponsors Module

• From your event dashboard, navigate to the Sponsors module.

• Click on Actions > Manage categories.

Step 2: Create a Sponsor Category

• Inside the Manage Categories screen, click Actions > New .

• Fill in the details:

  • Name

  • Color

  • Sponsors level (This affects the size of the banner on the Virtual Stage.)

• In the Representatives section, define how many representatives each attendee type can have.

  • Example: allow only 1 representative for the “Company” attendee type.

• Click Save.

Step 3: Add a Sponsor

• Go back to the main Sponsors module.

• Click Actions > new or edit an existing sponsor. Refer to this article for detailed instructions on adding a new sponsor.

• Fill in the sponsor’s information and assign the correct Category (e.g. Gold).

• In the attendee field, search for and select the attendee who will act as the sponsor’s representative.

• Click Save.

Step 4: Allow Sponsors to Edit Their Page

• Go back to the main Sponsors module.

• To enable sponsors manage their own page and add additional representatives:

  • Click Actions > View public sponsor area.

• Share the link with the sponsor via email or other communication channels.

• The sponsor will need to:

  • Enter the email of the registered representative.

  • Retrieve and enter the access token sent to their inbox.

Step 5: Sponsor Page Editor (Public View)

• Once the sponsor accesses their showcase editor:

• 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. 

 

• • 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.

• • 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."

• • Then, click on ‘Add’ to link the representative to their attendee profile in your event.

Step 6: Preview on the Virtual Stage

• Log in to the virtual stage.

• Click on the Sponsors tab.

• You’ll see sponsor cards organized by category levels (e.g. Gold = Level 1).

• Click on a sponsor to view:

  • Their info

  • Their representatives

  • Options to start a chat or schedule a meeting

That’s it! You’re all set to assign and manage sponsor representatives.