V7 Organizer Guide
Discover everything about organizing a b2match event with Version 7. Host successful events effortlessly using the b2match networking platform.
Your Organizer Account
- Creating Your b2match Organizer Account
- Logging in to Your Account
- Changing Your Email Address
- Changing Your Password
- Resetting a Forgotten Password
- Editing Your Account Settings
Managing Organizers
- Understanding Organizer Roles
- Inviting Organizers
- Assigning Responsibilities
- Setting Up Support Offices
Workspace Management
- Understanding b2match Workspaces
- Creating Your Workspace
- Editing Workspace Details
- Understanding Members and Guests
- Inviting Members and Guests to Workspace
Event Management
- Creating a New Event
- Copying a Previous b2match Event
- Publishing Events
- Understanding Event Dashboard
Home Page Editor
- Understanding the Home Page Editor
- Adding and Managing New Pages
- Building and Editing Pages Content
- Understanding Page Sections
- Previewing, Saving and Publishing Event Home Page
- Customizing Home Page Banner Image
- Multilingual Pages Explained
Event Settings
Event Components
- Understanding Event Components
- Adding Event Components
- Exploring & Configuring Components
- Deleting Event Components
Branding
Registration Settings
- Registration Time Frame
- Registration Type: Private & Public
- Participant Validation & Visibility
- Configuring Attendance Type Settings
- Limiting On-Site Spots Limit
Custom Questions
- Understanding Custom Questions
- Types of Custom Questions
- Creating Custom Questions
- Grouping Custom Questions
- Deleting Custom Questions
Participant Types
- Understanding Participant Types
- Inviting Hidden Participant Types
- Creating & Setting Up Participant Types
- Deleting Participant Types
Ticketing
- Creating Tickets
- Editing & Deleting Tickets
- Creating Promo Codes
- Configuring Ticketing Settings
- Creating Payments
- Managing Payments
- Testing Payments
Agenda: Sessions
- Understanding the b2match Agenda
- Creating Sessions
- Configuring Session Registration Rules
- Filtering & Sorting Sessions
- Editing Session Info
- Configuring & Editing Session Format
- Assigning Speakers to Sessions
- Assigning Exhibitors to Sessions
- Configuring Session Chat
- Editing Session Settings
- Publishing / Unpublishing Sessions
- Duplicating Sessions
- Deleting Sessions
- Integrated Video Conferencing
Agenda: Session Locations
Agenda: Tracks
Agenda: Topics
Agenda: Live Streams
Participants: Managing participants
- Understanding b2match Participants
- Participant’s Profile Overview
- Impersonating Participants
- Validating Participants
- Adding Participants
- Setting Up Participants Session Attendance
- Setting Up Participants Availability
- Configuring Visibility Rules
- Working with Batch Actions
- Rejecting Participant Registrations
- Deleting Participants From the Event
Participants: Participant Types
- Understanding Participant Types
- Setting Up Participant Types
- Assigning Participant Type to a Participant
- Deleting Participant Types
Participants: Speakers
Organizations: Managing Organizations
- Understanding b2match Organizations
- Organization's Profile Overview
- Adding Organizations
- Managing Organization Representatives
- Deleting Organizations
- Creating an Organization Form
Organizations: Organization Types
- Understanding Organization Types
- Setting Up Organization Types
- Assigning Organization Type to an Organization
- Deleting Organization Types
Organizations: Areas of Activity
- Understanding Areas of Activity
- Setting Up Areas of Activity
- Assigning Areas of Activity to an Organization
- Deleting Areas of Activity
Organizations: Sponsors
- Understanding b2match Sponsors
- Creating Sponsors Group
- Deleting Sponsors Group
- Marking Organizations As Sponsors
- Creating the Sponsors Page
Meetings
Meetings: Settings
- Understanding Meeting Settings
- Enabling Meeting Booking
- Scheduling and Request mode
- Scheduling Actions
- Enabling AI Recommendations
- Configuring Booking Rules
- Defining Conversations Settings
- Setting Up Meeting Feedback
- Setting Up Group Meetings
- Setting Up Open Virtual Networking
- Setting Up Post Event Networking
Meetings: Meeting Blocks
Meetings: Meeting Locations
- Understanding Meeting Locations
- Creating Meeting Locations
- Assigning a Meeting Location to a Meeting Block
- Editing Meeting Locations
- Deleting Meeting Locations
- Managing Meeting Points
- Assigning Participants to Meeting Points
- Deleting Meeting Points
Marketplace
- Understanding b2match Marketplace
- Enabling the Marketplace
- Configuring Opportunity Types
- Validating Opportunities
Emails & Notifications: Outbox Emails
- Understanding b2match Email Tool
- Creating Mailing Lists
- Using Email Templates
- Composing an Email
- Sending Event Invitations
- Setting Email Configuration
Emails & Notifications: Automated Email Notifications
- Understanding b2match Email Notifications
- Configuring Email Notifications
- Editing Email Notifications
- Managing Reminders
Emails & Notifications: Announcements
Advanced Search
- Filtering Profile Lists
- Editing List Columns
- Creating & Saving Filters
- Setting Up Predefined Filters
Data Import & Export
- Importing Contacts
- Importing Contacts From Previous Events
- Importing Contacts by Using Microsoft Excel
- Exporting Event Data
In-Person Participant Management: Badges
In-Person Participant Management: Check-In App
- Understanding b2match Entrance
- Manually Checking In
- Checking In With QR Code Scanning
- Printing Labels On-Site