getting started guide

- The Event Intelligence Platform

2/7/13

Getting Started Guide

Please complete the fields indicated and send the completed version and requested collateral to your Zerista project consultant. After

receiving the information, we will contact you to set up a kickoff call.

Company Confidential – Do not Reproduce- The Event Intelligence Platform

Contacting ZeristaWe are here to help you with your event! You can always call our main number, 720.230.6801, or contact one of our team members directly. If you need technical documentation on the Zerista API, please see http://dev.zerista.com.

Jamie AndersonSenior Project [email protected]

Jay RubikSenior Account [email protected]

Anjanet MortClient Services [email protected]

Annmarie Satriano-HoskinsSenior Account [email protected]

User experience and platforms necessitate differences in features and functionality on each platform. Please follow the links below to review the features and functionality of each platform included with your contract prior to the training call. • Web: http://myfamecon.zerista.com/• Mobile website: http://m.myfamecon.zerista.com/• Android & Apple: Search for myFamecon in the store

http://dev.zerista.com/

http://myfamecon.zerista.com/

http://m.myfamecon.zerista.com/


Your Project Timeline

You and your Zerista consultant will

develop a project. Here are some

guidelines to use when planning.

Milestone Suggested Timeline

Intro Call: A quick call to meet your Zerista project consultant and for you to ask any questions about the Getting Started Guide

Within 1 week of signed contract

Admin Training/Site Review: This meeting occurs after receipt of a completed getting started guide. We will set timelines and answer any questions.

All decision makers should attend to ensure site is ready for launch.

4-6 weeks prior to Platform Launch

Native App Review: Make sure you complete a review of the downloadable native applications for those packages including this option.

3-4 weeks prior to Platform Launch

Platform Launch: Platform launched to end users. 4 weeks prior to event.

Final Project Review: Reviewing statistics and sharing experiences. Within 4 weeks after the event.


Your Event BasicsPlease complete the following to make sure your Zerista consultant has the basics about your event.

Item Info Needed

Event website or company website URL

Official name of event Event name

Main contact (the project manager for your event responsible for the Zerista platform).NOTE: Please provide one point of contact responsible for interacting with your Zerista consultant.

Name, phone, email

Event Dates Event dates

Event Location. Indicate city, state, and conference center or hotel. City, state, conference center

Event time zone Time zone

Estimated # of attendees # attendees

Estimated # of speakers # speakers

Estimated # of exhibitors # exhibitors

Sponsorship levels for exhibitors (if applicable) List sponsorship levels


General SetupItem Info Needed

Short name of the event for apps and website URLs; up to 11 characters.

Note: Clients often preface the name with “my” to personalize the site or app. For example, myAMM and myExpo. Please note, this name must be unique so you may want to provide a secondary choice.

Short event name

You can control who sees information on your site.• Open: Anyone can sign up to use the platform.• Semi-Private: Anyone can see the home page and agenda, but they are unable to

interact with the site or see a list of your attendees.• Private: You must log in to see any information

Indicate privacy preference

A URL to your registration system for users who visit the platform that have not yet registered.

Provide Registration URL

Mobile web banner. Keep the graphic simple due to the size. 150x45 (.png)


Making ConnectionsItem Info Needed

You can help your users make the connections that are relevant to them through interest tags.

Interest tags apply to exhibitors, people, and sessions; they should not be specific to only one of these groups.

We suggest having 15 or less interest tags to encourage use by attendees.

If you ask for interest tag information during your registration process, consider prepopulating attendees with tags they selected during the registration process in the Zerista system.

List tags• • • • • • • • • • • • • •


MapsContract specific. Check with your Zerista contact.

There are 2 types of maps: Exhibition and Venue. Maps can be images (great for session-based events) or interactive images (awesome for large expo halls).

What Zerista needs:• Maps provided 2 weeks in advance before expected

availability.

Please do not send the map until the floor plan is final; all locations on the map are known. Assignment of locations can change after the map is provided.

• A clean PDF of each map.

Zerista uses the maps as they are provided. We do not remove or add objects to the maps. We suggest removing any unneeded information, such as locations of power outlets.

Item Info Needed

Expo map Provide via email

Expo map interactive? Yes/No

Venue map Provide via email

Venue map interactive? Yes/No


Invitations & RemindersYou invite attendees to use the Zerista platform through an invitation sent from the system.

We HIGHLY suggest using plain text emails to minimize spam filter issues.

After sending invitations to attendees, you can send reminders every 2 days. We will use the same text for the reminders as in the invitation.

PRO TIP: Our clients find integrating messages about the platform with their other marketing collateral increases the adoption and usage of the platform.

Item Info Needed

Emails will come from [email protected], but you can indicate a sending person within the invitation, for example: Joe Smith ([email protected]).

Sender name

Subject• Limit to 70 characters for better viewing on

mobile devices• Identify who you are• Indicate why they should read the email in the

subject• We suggest:

<Conference Name> - Plan ahead & Network

Invitation subject

Text. (See next page for an example.) Send via email

mailto:[email protected]


Invitation ExampleTo help you maximize your time at the event, we'd like to welcome you to the official networking platform and mobile app for <conference name>.

Once you get started, you can use your phone, tablet, or internet browser to:• See other attendees that are coming to <conference name>• Review the agenda and speakers, and create a personalized schedule• Connect with other attendees by sending messages and setting up 1-on-1 meetings, while keeping your email private• Find sponsors & exhibitors you don’t want to miss, reviewing their brochures and videos before you go

To take advantage of this networking tool, follow this link to activate the account we've created for you:http://prudhvi-meeting-test.zerista.com/?key_id=1&salt=o38rrpTC61FGlz8SxlKk&sig=574264101c6bc57980e2180e4b361a6e&user_id=182306Your username is: [email protected].

One you log on, make sure to update your profile. Include a photo so other attendees can recognize you at the event and complete the areas of interests for time saving auto-matching of sessions, exhibitors, and other attendees. Get the App for planning and networking on the go!• Google Play: • iTunes: • Any mobile device: <conference url>

We want you to have a great experience. Please contact us at <[email protected]> or [email protected] if you have any questions, need help, or have feedback.Have a wonderful event!The team at <conference name>

http://prudhvi-meeting-test.zerista.com/?key_id=1&salt=o38rrpTC61FGlz8SxlKk&sig=574264101c6bc57980e2180e4b361a6e&user_id=182306





Going MobileContract specific. Check with your Zerista contact.

Please visit the following sites for guidelines on creating images for your mobile application:• Iphone/Ipad:

https://developer.apple.com/library/ios/#documentation/UserExperience/Conceptual/MobileHIG/IconsImages/IconsImages.html#//apple_ref/doc/uid/TP40006556-CH14-SW2

• Android phone:http://developer.android.com/guide/practices/ui_guidelines/icon_design.html

NOTE: Apple requires a user account as part of their approval process. This entity is named Apple Reviewer and is invisible to everyone but moderators.

https://developer.apple.com/library/ios/






http://developer.android.com/guide/practices/ui_guidelines/icon_design.html





Going MobileContract specific. Check with your Zerista contact.

Item Info Needed

Keywords to find the app in the stores. Must be less than 100 characters, including spaces and commas.

List keywords

Description used in the stores. Default description below.

This is the official conference application for <conference/expo name>. Use this app to make the most out of your event experience:

* Meet and network with other attendees* Build a personal schedule* Find exhibitors that match your interests* Post comments to the conference and out to Twitter

You must be a registered attendee to use this app.

Please provide revised text via email to your Zerista consultant

Item Info needed

Displays in the store listing. • 512x512• 1024x1024

Displays on the phone once you download the app.NOTE: Make as simple as possible for readability at the smaller sizes. We suggest no text.

• 57x57• 72x72• 96x96• 114x114• 144x144

Banner at the bottom of the app home page screen. Consider using for both branding and sponsorships. (See previous slide for example.)

• 320x90• 480x90• 480x120• 640x180• 720x120• 768x125• 960x240• 1536x250• 1024 x 125• 2048 x 250

NOTE: Please provide images as .png via email. The different image sizes are needed to support the multiple devices for Android and Apple. For more information, follow the links on the previous slide.


Mobile Splash ScreenContract specific. Check with your Zerista contact.

This is an add on feature; contact your Zerista Sales Representative for pricing.

You can increase your sponsorship opportunities by including a splash screen that displays when the application opens.

Item Info Needed

Splash screen sizes.

Top and bottom 80 pixels must be a solid color to allow for system text overlays.

640 x 960640 x 1136960 x 16001536 x 20082048 x 1496


Enabling WebContract specific. Check with your Zerista contact.

Item Info Needed

RSS news feed related to your event. URL of RSS feed

PC Web Banner at the top of every page.

Provide as a .png file that is 1000x200 pixels.

Consider using to promote sponsors or to include social media links.

Please provide via email.

Provide a twitter hash tag to display tweets made against the on the home page of the website.

Twitter hash tag


Data IntegrationsContract specific. Check with your Zerista contact.

Item Info Needed

Name of integration partner Integration partner

List data fields to populate in the Zerista platform via the API.

Basic Integrations contain the following:• Attendee integration: first name, last name, email, company, profile, and interest tags. • Session integrations: start date, start time, end date, end time , title, session description, and speaker (first name, last name,

email, bio). • Exhibitor integration: company name, exhibitor description, and exhibitor contact (first name, last name, email). • Mapping integration: Speak with your Zerista consultant for details.If you have other fields needed or integration needs, talk with your Zerista sales representative.

By default, users will be able to update all fields within the Zerista system, overriding data pulled in through an integration.

Data feed

Date for automatic email invitations to commence. Initiation date

API Access• Using Zerista API: Provide user name and email of the main contact doing the integration. Zerista will provide a key ID and

signing string to this contact.• Using Customer API: Provide the account number, user name and password to Zerista. Notify the partnering organization of

the integration.

API access info


More InfoMore tools and ideas to get you started.


Getting Info on the Platform

For attendees:• The minimum information needed for each user is a first

name, last name, and email.• The unique identifier for users is their email; only one

user can be associated with an email in the Zerista system. Consider communicating and enforcing this rule during registration.

For exhibitors:• You can add exhibitor contacts to an exhibitor listing. To

include an exhibitor contact, first load the contact in the system then add them as a contact.

• Contacts can update exhibitor information, including logos. Consider uploading logos as a service for your premium sponsors.

There are multiple ways you can get information into the Zerista system. Your Zerista consultant will show you how to upload data into the system during admin training.

Review the following tips and hints to prep your data.


Broadcast MessagesAs a moderator, you can send additional emails, called broadcast messages, to attendees, exhibitors, and speakers. Please consider integrating these broadcast messages into your overall marketing plan.

You can use broadcast messages to thank sponsors, communicate changes in schedule, or to promote a specific session at your event. These emails can be text or html and can target attendees based on attendee type (attendee, speaker, exhibitor), interest tags, and account status.

Your Zerista Project Consultant will review how to send broadcast messages during your Admin training.


More Ideas

Visit http://dev.zerista.com/ for more ideas, examples, and instructions.



getting started guide

Documents

zerista platform

zerista project consultant

zerista consultant

event responsible

zerista api

final project review

project manager

jamie andersonsenior