Setup
Guide to Creating an Event
Gather the information or items required: Event/Conference Name* Start Date* End Date* Contact Name* (for each module that will be created. It may be the same or different across modules.) Contact Email Address* (for each module that will be created. ...
How to Add A Client?
If you are a Conference Management supplier and use the X-CD software to configure many different clients, you will be set up with a Conference Management portal area to create and manage all of your clients. Log in to your Conference Management Site ...
Filters on List Fields Screens
This article is applicable to the following modules: Attendee Module Exhibitor Module Forms Module To access these filters, click into the appropriate module, click Settings and navigate to the Manage Fields screen (in Forms Module) / Registration ...
Where do I change our Organization Name or Main Contact Email address?
Click Dashboard Click System Settings in left side menu The fields listed here are used for generic system emails when there is no module specific email address, such as the main login screen or profile home screens. Apply your revisions Scroll down ...
Setting up Email Templates
You may create drafts of email templates to be used from within specific modules. The templated email that you select to use from within a module will be pulled into the email compose screen. How to Create the Draft Email Click Dashboard Click Email ...
Beginner's Guide: Preparing your Submission Site
The purpose of this article is to provide a series of steps in the process of preparing a submission site. This article is useful for beginners, but also to those who may need a refresher. Each of the below steps correspond to one or more detailed ...
How to Change the Email Address the Support Button goes to?
Click Dashboard Click System Settings in left side menu Update the Email Reply To field NOTE: This field is used for generic system emails when there is no module specific email address, such as the main login screen or profile home screens. Scroll ...
How to Personalize the Dashboard View
If you have many events defined in the X-CD system, define different conference types to categorize the events and set filters to display on the dashboard. Some examples of conference types are: Webinar, Annual Meeting, Chapter Conference Conference ...
How to Edit System Default Profile Created Email Messages
Click Dashboard Click System Settings in left side menu Click Manage button located to the right side of the screen under Profile Emails section Select from the dropdown list, the specific module, if applicable or choose System Default Message, then ...
Set or Edit System Settings
How to Set or Update Organization Name or Main Contact Email and Other Settings? Click Dashboard Click System Settings in left side menu The fields listed here are used for generic system emails when there is no module specific email address, such as ...
How to Change the Template used by a Module?
This assumes that there is an existing template already created. If not, then create a new template first. Click Dashboard Click the Module e.g. Click Speaker module for the Submission Module Click Settings button to open the Module Settings screen ...
Edit Site Template Colors, Footer, Background, Image
How to change the system template / look and feel? To access the template management area, go to your Admin Dashboard. In the main area, select the "Other Tools" tab (instead of Conferences or Forms). Click Site Template Management How to change the ...
How to Archive / Delete a Module, Form or Conference?
Login to Dashboard Click Other Tools Click Archive/Delete Modules icon Click the Delete button beside the module or form you want to remove / Click the Archive Conference button to archive it CAUTION: Ensure to select the correct module or form to be ...
Upload a Banner or Logo for a Conference?
DEFAULT and TEMPLATE BANNER Image Dimensions For the default, submission or attendee registration site banner we recommend a width of 1000 pixels x 200 to 300 pixels height, PNG format with a non-transparent background. EXHIBITOR MODULE TEMPLATE ...
How to Create a Template (banner) for my Conference Site?
Editing your template allows you to change the look and feel of your conference system (front end login pages, forms, colors banners etc.) Your system is set up initially with a default template which is meant to replicate your conference or ...
How to Edit Conference Details?
How to Edit the Conference/Event Name? Click Dashboard Click Conference Home located on the far right of the screen by the Conference to rename In the Event Name field, you may edit the current text. Scroll down, click Update Conference button to ...
How to Add a Module or Copy a Previous Module for a Conference?
Group logic and Hide/Display logic will be transferred to the new module. Ensure to review and test your new form. Click Dashboard Click Conference Home for the Conference to add a module in Click + Add Module Select the Module Type from the ...
How to Create a New Conference or Event?
If you are a licensee of the X-CD system, you are able to create as many conferences as you need from your admin dashboard. You will be able to give your new conference a unique event name, event short name, its own unique color ...