Curated Meeting Wizard

Feature Purpose:

The Meeting Wizard feature in the Admin Panel helps event organizers and administrators efficiently manage participant and exhibitor meetings. It provides a structured interface for viewing profiles, filtering participants, and setting up meetings.

Working with this Feature:

1. Enabling the Meeting Wizard

• Navigate to the Admin Panel → Module Management.

• Locate the “Meeting Wizard” toggle in the backend settings.

• By default, this feature is disabled and must be manually enabled.

2. Accessing the Meeting Wizard

• Once enabled, an action button “Meeting Wizard” appears in the Participants and Exhibitors pages (both in list view and inside individual profiles).

• Clicking this button opens the Meeting Wizard page for the selected account.

3. Meeting Wizard Page Contents:

• Participant Photo / Exhibitor Logo

• Profile Details

• Registration form tabs (collapsed by default).

• For Exhibitors: An additional section “Point of Contact”, which contains all fields from the “Contact Person” block.

• Advanced Filters & Search

• Search is applied based on First Name, Last Name, Email, Company, and Job Title.

• List of Profile Cards

• Profile cards follow the same design as Matchmaking cards on the frontend but with additional filtering and manual search options.
  

4. Profile Cards Include:

• Participant Photo / Exhibitor Logo

• Participant Category / Exhibitor Tags

• Exhibitor tags appear only as text (no images).

• If tags are too long, they are truncated with ”…”, and full details are shown on hover.

• % Match (relevance based on matchmaking criteria).

• Profile Creation Date

• Profile Completion Date

• A new field indicating when the profile reached 100% completion.

• Action Buttons:

• Show the Details: Opens a pop-up with expanded profile details and three action buttons:

• Favourite

• Setup Meeting

• Send Profile

• Favourite Button: Marks/unmarks the user as a favorite.

• Setup Meeting Button: Opens a pop-up for selecting a Table Meeting or Regular Meeting.

• Send Profile Button: Sends an email with the profile details.
  

5. Favorite / Unfavorite Functionality

• When a user is favorited, both parties receive notifications:

1. The user for whom the wizard is launched gets:

• “user_name was added to your Favorites by admin_name”

2. The favorited user gets:

• “You were added to Favorites of user_name by admin_name”
  

6. Setting Up a Meeting

• When clicking Setup Meeting, a pop-up appears asking whether to create a Table Meeting or a Regular Meeting.

• Meeting type availability depends on Module Management (MM) settings:

• If Table Meetings are disabled but Appointments are enabled: Directs to Regular Meeting setup.

• If Table Meetings are enabled but Appointments are disabled: Directs to Table Meeting setup.

• If both meeting types are disabled: The Setup Meeting button is not displayed.
  

7. Sending a Profile

• Clicking Send Profile triggers an email to the selected user.

• The email contains profile details and is based on a predefined template.

• Related email templates:

• “Send Participant Profile”

• “Send Exhibitor Profile”

• These templates use system and custom fields, along with variables admin_name and admin_email.

Troubleshooting:

1. Meeting Wizard Button Not Visible

• Ensure the “Meeting Wizard” feature is enabled in Module Management.

• The button is only visible inside Participant and Exhibitor pages.

2. Profiles Not Appearing in Search

• Make sure the search terms match First Name, Last Name, Email, Company, or Job Title.

• Try adjusting filters to refine the search results.

3. Unable to Send Profile

• Check if the correct email template is set up in the system.

• Ensure the user’s email address is valid and not blocked.

4. Setup Meeting Button Missing

• If both Table Meetings and Regular Meetings are disabled in Module Management, the Setup Meeting button will not appear.

• Adjust settings to enable at least one meeting type.