Setup
This section provides the basic configuration and set up guidance related to the overall site.
Payment Gateway
Integrating online payment gateways. Where to find payment information, solve payment issues, financial reporting. Set currency and how to testing Payments.
Profile Home
The main user login and landing page when they access the system. Configure, manage and organize the 'buttons' to access other areas of the system. Add images and screen text information.
Contacts
Configure and manage the contact profile form fields, contact groups, communication preference groups and mailchimp integration information.
Membership
Create and manage Individual and/or Corporate Member dues and reporting.
Submissions
Create, configure and manage the abstract submission form, fields, settings and related submissions items to support your submission process.
Submissions (Parent-Child)
The Parent-Child submission module is a special submission that allows a primary submission and multiple secondary submissions tied to the primary submission. E.g. a Panel Submission is submitted with 3 secondary presentations.
Review
Learn to build, configure, and manage the review forms and reviewers to support your formal or informal review processes for the submissions collected in your speaker module.
Track Chair
Program
Build your conference program schedule. Learn how to add the collected submissions and non collected items into the program. Add venue rooms, time blocks, session chairs and moderators and other events that are occuring during the conference.
ePoster Site
This is a stand alone Poster site that will house e-posters for viewing.
Evaluations and Credits
Create an overall conference evaluation form or session evaluation forms and link them to continuing education credits and a certificate of attendance.
Registration
Learn to configure and use the Attendee Registration module, and Group Registration
Badges
Onsite Module
E-Commerce
Forms
Create independent fillable forms to replace your old PDF fillable forms such as Membership Applications or Awards nominations. You may also create forms to link to the submission process such as disclosure forms.
Companies Module
Configure and manage company profiles that are linked to your exhibitor module and/or corporate memberships.
Exhibitors & Sponsors
Creating and managing an exhibitor module.
Mobile App
How to configure and manage the mobile app for your event.
Virtual Conferences
Configure and manage your event's virtual conference platform including the exhibit hall, virtual badges, artwork, networking rooms, gamification and av requirements.
Website Management
We can help migrate your current website to a WordPress platform or integrate a membership login on your website with your membership data in X-CD.
Other Tools