Defining Screens and Menu items in the Mobile App

Defining Screens and Menu items in the Mobile App

What are the different type of Mobile App Screens available?

The screen types are as follows:

  • Custom - A text based screen that is often used for "Conference Information", "About Our Organization", "Hotel Information", or anything else you'd like.
  • Accordion - These are useful when you want to toggle between hiding and showing large amount of content. Great for FAQ's or small statements and large answers.
  • PDF - A link to a PDF file that has been uploaded.
  • Image - A link to an a image file. This is useful for maps of the venue, hotel or city. Recommended image format is .png or .jpg
  • External Link - The menu item will be linked to a website (e.g. your own site). Set it to open in the app or outside of it in an external browser.
  • Exhibitor/Sponsor Hall - A link to the exhibitor module of the app (See below). You can have up to 2 halls.
  • Form Module- Connect an overall conference evaluation using the forms module. 
  • Parent Place Holder Menu- Create a parent menu for children screens to be placed under/within it. 
  • Twitter - Integrated twitter page within the mobile app.

Each screen will be linked to the app slide-in/left-hand menu.
Each page should also have an icon affiliated with it.

How to Create a Mobile App Screen?

  1. Click Dashboard
  2. Click Mobile App Management in the left side menu
  3. If there is more than one app defined, select the app from the dropdown menu
  4. Click App Screens in horizontal menu
  5. Select New Screen
  6. Enter a Screen Title (i.e. the Screen Name such as TwitterFeed)
  7. For Display Menu On, select where you want this menu option to appear
    • If NOT using the Mobile app and only the Online program, select Web Program Only
    • Some screens are only applicable to the Mobile app and are not available in the Online Program e.g. My Notes, My Itinerary
  8. Select a Screen Type (e.g. image)
  9. Click Add Screen
    • Depending on the screen type selected, you may be asked to upload a file or provide more information
    • For example, if you selected a screen type of Image, the screen will refresh and you will be able to upload a file

EXAMPLES

A. Adding a Twitter Feed

  1. Click Dashboard
  2. Click Event App under the Conference name
  3. Click Module Settings in the Get Ready Area
  4. Find the Twitter Feed and set it to display.
  5. Find Twitter Query and add the hashtags and 
  6. In Twitter Query, enter your Hashtag reference e.g. #2018Conference,#orgname,@organization
  7. Click Save Settings

B. Adding a Screen for Evaluations/CME

  1. Click Dashboard
  2. Click Mobile App Management in the left side menu
  3. If there is more than one app defined, select the app from the dropdown menu
  4. Click App Screens in horizontal menu
  5. Select New Screen
  6. Enter a Screen Title = Evaluations/CME
  7. Set Auto-Login = Yes
  8. Select a Screen Type = External Link
  9. Click Add Screen
  10. Add Link URL = Front-End Landing URL from Credits Management Screen
  11. Click Update Screen button

C. Adding Floor plan image

  1. Click Dashboard
  2. Click Mobile App Management in the left side menu
  3. If there is more than one app defined, select the app from the dropdown menu
  4. Click App Screens in horizontal menu
  5. Select New Screen
  6. Enter a Screen Title = Floor Plan
  7. Select a Screen Type = Image
  8. Click Add Screen
  9. Upload an Image file
  10. Click Update Screen button
D. Adding an Exhibit Hall
Ensure you have an exhibitor module created and populated with companies/exhibitors/sponsors.
  1. Click Dashboard
  2. Click Event App under the Conference name
  3. Click Module Settings in the Get Ready Area
  4. Click Exhibitor Hall from the left-hand menu
  5. Ensure Display is set on Exhibitor Hall
  6. Ensure Companies to Include is set to the correct setting:
    1. All companies are all companies in the exhibitor module
    2. Complete Companies is only companies set to complete in the exhibitor module
    3. Companies with Payments or are Complete are companies with payments or are complete in the exhibitor module
    4. Companies with Payments or are Complete and have a booth are companies with payments or are complete in the exhibitor module and have a booth. To use this option you need to have booths assigned to companies. 
  7. Click Save Settings 
If you need a second exhibit/sponsor hall please speak to an X-CD representative.

How to Edit a Mobile App Screen?

  1. Click Dashboard
  2. Click Mobile App Management in the left side menu
  3. If there is more than one app defined, select the app from the dropdown menu
  4. Click App Screens in horizontal menu
  5. Select All Screens
  6. Click the Update button beside an existing screen to change the screen name, add or revise the content or change its settings.
  7. Click the Update Screen button to save your changes.

What does my home screen look like?

Your home screen will have:
  1. your banner artwork at the top
  2. Login button/manage profile
  3. If you have lobby ads they will appear next and rotate, they have a duration of 7 seconds.
  4. A sessions widget displaying the upcoming widgets.
  5. Your social feed and social posts will be next. The social feed is a collection of all posts made in the mobile and virtual conference, either conference-wide or session-specific posts.
  6. At the bottom, there is a fixed navigation menu. 
Example Home screen:


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