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Pre-registered list

Session Details Page:

When the session card on the general Speed Networking page is clicked, the user will be taken to the session details page, that contain 3 tabs:

The session details page consists of:

  • “Back to speed networking” button that redirects the user to the general Speed Networking page.

  • Page heading with current session name

  • “Session settings“ button that opens the session settings page on the General settings step.

    • User can use the stepper to navigate between settings steps. Session settings can be changed only before the “Collect revised lists“ checkpoint is reached.

    • Dynamic timeline with counters

  • Main container (which is different for each tab)

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“Pre-Registered List“ tab of the session details page:

Filters

  • When the user clicks on the “Filters” button, a list of default filters “Category“, “Role“ and “Status“ will appear.

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Search field

  • Search can be used to search by name, company, job title

  • Search works automatically after every change of the entered request

  • Searching and filtering apply only to Participants column

“Add Users“ button

  • The button opens the “Add Users“ pop-up.

  • In this pop-up no data appears until a search request is entered

  • While searching, matched users appear in the list under the search field

  • When a user is selected, his short card appears above the search field and a tick icon appears near his role

  • Search applies by user name and performs a search only on active participants in the event who are not yet participating in the session plus event admins

  • When organiser presses the “Add“ button,while some users are selected, those selected users will be added to the Pre-registered List and receive a notification and email, and the session is added to their schedule.

  • The “Add users“ button becomes disabled as soon as the “Collect revised lists“ checkpoint is reached

“Update data“ button

  • This button updates all data on the page without page reload.

Participants table

  • Here all session participants are shown

  • Initially, this list is filled with users who meet the session conditions requirements, except event admin users. Once a user appears in the table he can’t be removed completely – if removed he stays in the list but with a special status.

  • This list updates automatically. Every 1 hour it checks if there are any new participants who meet the session condition requirements.

    • If a user was deleted from the session manually, then he will not be added back automatically – he can only be returned to the session manually.

    • If some users in the list no longer meet the session condition requirements, they remain in the list.

Participants table consists of the columns:

  • Participants

  • Role which can be Buyer, Participant, Meeting Sponsor (TM paid), Team Member (TM free)

    • Participant: Regular session participant whose category doesn’t have the “Is a buyer (Opt-in Speed Networking)“ setting enabled and who is not a Team Member.

    • Buyer: Session participant whose category has the “Is a buyer (Opt-in Speed Networking)“ setting enabled and who is not a Team Member

    • Team Member: Session participant who is a Team Member and whose Exhibitor has not set him as a Paid Team Member.

    • Meeting Sponsor: Session participant who is a Team Member and whose Exhibitor has set him as a Paid Team Member

If user is a Team Member of an Exhibitor who doesn’t meet the session exhibitor conditions requirements, but the Team Member meets the session participant condition requirements, then the Team Member will participate in the session with the Team Member role and his exhibitor won’t have the “Speed Networking“ page in his profile.

If his Exhibitor starts to meet the session exhibitor condition requirements, then the Exhibitor can “upgrade“ the Team Member to the Meeting Sponsor role or can cancel session participation for that team member.

  • Status which can be Added by Organiser, Pre-registered, Added by meeting request, removed by organiser, removed by exhibitor, or cancel attendance

Status

Explanation

Added by organiser

This status indicates users who were added manually by organizer:

  • through the pop-up

  • with Action button “Add back to session“ after user was removed by the organizer

  • with Action button “Add back to session“ after user was removed by the exhibitor

  • with Action button “Add back to session“ after user cancelled his attendance

Pre-registered

  • Regular user who appeared in the list automatically

  • Team Member who was returned to the session by exhibitor after user was removed by exhibitor

  • Team Member who was returned to the session by exhibitor after user cancelled his attendance

  • Participant who cancelled his attendance cancellation

  • Buyer who cancelled his attendance cancellation

Added by meeting request

User who appeared to another participant in recomendations as relevant and was picked by that user (assuming that user was not added to this session before).

Removed by organiser

User who was removed by organizer via Action button.

Removed by exhibitor

User who was removed by exhibitor in the exhibitor profile on the frontend.

Cancel attendance

User who cancelled his attendance in his profile or schedule on the frontend. Attendance can be cancelled until the “Collect revised lists“ checkpoint is reached.

  • Actions

    • When user clicks on the 3 dots, a window with options “See Schedule“ and “Remove from session“ appears.

      • The “See Schedule“ button transfers user to the “Schedule“ tab with a highlighted line with meetings of that respective participant. The “See Schedule” button is disabled while meetings schedule is not ready.

      • The “Remove from session“ button removes the user from the participant list and sets him to the status “Removed by organiser“. After the user is removed the button name changes to “Add back to session“. If clicked the user will be returned to the participant list and his status will be changed to Added by organiser. Every action of user removal and returning is applied after confirmation in the pop-up.

  • For users of any red-coloured status, the action button option is ““Add back to session““.

Ways to get added to the Participant list:

Ways

Event Roles

Speed Networking Roles

SN Status

Automatically if participant meets condition requirements

Visitor, Buyer, Speaker, Moderator, Team member

Participant,
Buyer,
Team member

Pre-registered

User appeared to another participant in recommendations as relevant and was picked by that user

Visitor, Buyer, Speaker, Moderator, Team member

Participant,
Buyer,
Team member

Added by meeting request

Manually by organiser through the “Add users“ pop-up

Visitor, Buyer, Speaker, Moderator, Team member

Participant,
Buyer,
Team Member

Added by organiser

Automatically if exhibitor meets the conditions requirements

Team Member

Meeting Sponsor,
Team Member

Pre-registered

Automatically if user is a Team Member of an Exhibitor who doesn’t meet the session exhibitor condition requirements, but the Team Member meets the session participant condition requirements

Team Member

Team Member

Pre-registered

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