How to Add a Module or Copy a Previous Module for a Conference?

How to Add a Module or Copy a Previous Module for a Conference?


WarningGroup logic and Hide/Display logic will be transferred to the new module. Ensure to review  and test your new form.

  1. Click Dashboard
  2. Click the specific conference name to add a module
  3. Click + Add Module in right side
  4. Select the Module Type from the dropdown list
    • Note: the list displayed will only show modules for which you have purchased.
  5. Click Select Module Type button (e.g. Author = Submission / Attendee / Exhibitor)
  6. Complete the fields for:
    • Event Name
    • Event Short Name
    • Start Date
    • End Date
    • Event Contact Name
    • Event Contact Email
    • Submission Name
    • Author Name
    • Submission Form (or Attendee or Exhibitor) - select from the dropdown list a previous form to clone
    • Contact Form - select from the dropdown list the same previous form as above to clone
  7. Click Create New Module button
  8. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit.



Example for Adding/Cloning a Speaker Submission Module
  1. Click Dashboard
  2. Click the specific conference name to add a module
  3. Click + Add Module in right side
  4. For Module Type, select Author Submission Site from the dropdown list
  5. Click Select Module Type button
  6. Complete the fields for:
    • Event Name
    • Event Short Name
    • Start Date
    • End Date
    • Event Contact Name
    • Event Contact Email
    • Submission Name
    • Author Name
    • Submission Form - select from the dropdown list a previous submission form to clone
    • Contact Form - select from the dropdown list a previous submission form to clone
  7. Click Create New Module button
  8. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit

Alert
If you charge a fee for submissions, these settings are not transferred and will need to be set up again. Speaker Module > Settings > Advanced > Payment Settings


Example for Adding/Cloning an Attendee Registration Module

  1. Click Dashboard
  2. Click the specific conference name to add a module
  3. Click + Add Module in right side
  4. For Module Type, select Attendee Registration Site from the dropdown list
  5. Click Select Module Type button
  6. Complete the fields for:
    • Module Title
    • Short Name
    • Start Date
    • End Date
    • Module Contact Name
    • Module Contact Email
    • Registration Form - select from the dropdown list a previous attendee registration form to clone
    • Contact Form - select from the dropdown list a previous attendee registration form to clone
  7. Click Create New Module button
  8. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit.
Notes
You will need to update and check the payment settings > Attendee Module > Settings > Settings > Payment Settings.
IMPORTANT NOTE: Discounts are not copied and need to be created for each conference.
Ensure to review and update relevant pricing, dates and the confirmation email in the payment settings.


Example for Adding/Cloning an Exhibitor Registration Module

  1. Click Dashboard
  2. Click the specific conference name to add a module
  3. Click + Add Module in right side
  4. For Module Type, select Exhibitor Registration Site from the dropdown list
  5. Click Select Module Type button
  6. Complete the fields for:
    • Module Title
    • Short Name
    • Start Date
    • End Date
    • Module Contact Name
    • Module Contact Email
    • Registration Form - select from the dropdown list a previous exhibitor registration form to clone
    • Contact Form - select from the dropdown list a previous exhibitor registration form to clone
  7. Click Create New Module button
  8. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit.

Notes
You will need to update and check the payment settings > Exhibitor Module > Settings > Settings > Payment Settings.
IMPORTANT NOTE: Discounts are NOT copied and will need to be created for each conference.
Ensure to review and update relevant pricing, dates and the confirmation email in the payment settings.