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1in readable form."},{heading:"Notice what does not look like yours",text:"If you are signed out unexpectedly, see a password-reset email you did not ask for, or find account details that you did not change, treat it as a possible compromise. Change your password from your account settings, which also clears other sessions, and contact support if you cannot get in at all."}],related:["change-account-password","account-privacy-explained","forgot-password-help"],screenshotKey:""},{slug:"account-settings-options",title:"Account settings options reference",summary:"General guide to the kinds of settings and controls found on the account settings page.",path:"/settings/account-and-privacy/account-settings",articleType:"reference",options:[{name:"Email address",description:"Used for login and password resets; changing it requires confirming a link sent to the new address before the change takes effect."},{name:"Full name",description:"Shown on your profile and wherever your identity is displayed to others."},{name:"Phone number",description:"Stored on your account; used for support verification and, where enabled, notifications, rather than shown publicly."},{name:"Organisation",description:"A field for your organisation, shown on your profile."},{name:"Profile photo",description:"Your avatar image, shown alongside your name in most places you appear across the platform."},{name:"Preferred language",description:"Controls the language of the interface and of system emails you receive."},{name:"Timezone",description:"Affects how times such as event start times are displayed to you locally, without changing the underlying scheduled time for other attendees."}],related:["update-account-settings","account-privacy-explained","contact-support"],group:"general",category:"getting-started",categoryLabel:"Getting started"},{slug:"account-settings-save-issues",title:"Account settings that will not save",summary:"Fix problems when your account changes won't save or you see error messages.",path:"/settings/account-and-privacy/account-settings",articleType:"troubleshoot",causes:[{heading:"A required field was left blank",fix:"Fields like your name and email can't be empty. If saving does nothing, double-check that required fields have text entered."},{heading:"The new email address is already registered",fix:"If you're changing your login email to one already tied to another account, the save fails. Use a different address, or contact support if the other account is also yours."},{heading:"The email verification link wasn't clicked",fix:"An email change does not take effect until you click a confirmation link sent to the new address. Check the new inbox, including spam, and click the link promptly, since it may expire after a while."},{heading:"A stale page is holding an old form state",fix:"If fields show old values after you thought you saved, fully reload the page rather than just clicking save again, then re-enter your change."},{heading:"Another active session overwrote your change",fix:"If you're logged in elsewhere and made a different edit there too, the most recent save wins. Sign out of other sessions and make your change once from a single session."}],related:["update-account-settings","contact-support","account-privacy-explained"],group:"general",category:"getting-started",categoryLabel:"Getting started"},{slug:"browse-spotlight-posts",title:"Browsing Spotlight posts",summary:"Navigate to the Spotlight tab and browse content from your network.",path:"/spotlight",articleType:"howto",steps:["Click Spotlight in the main navigation.","Let the content grid load.","Scroll down to load more content as you go.","Look at each card for a sense of its format (image, video, or document) before opening it.","Click a card to open it and see more detail, including the author and any reaction or comment counts.","Close the detail view to return to where you left off in the grid."],related:["what-is-spotlight","interact-with-spotlight-posts","spotlight-content-not-loading"],group:"general",category:"getting-started",categoryLabel:"Getting started",screenshotKey:"00872-spotlight-main"},{slug:"change-account-password",title:"Change your password",summary:"Update your account password from your account settings.",path:"/settings/account-and-privacy/account-settings",articleType:"howto",steps:["Go to your account and privacy settings.","Find the password section and start the change-password process.","Enter your current password to verify your identity.","Enter a new password that meets the platform's password requirements.","Re-enter the new password to confirm it matches.","Save the change to update your password.","Expect to be signed out of other active sessions on other devices as a result."],related:["update-account-settings","forgot-password-help","account-security-best-practices"],group:"general",category:"getting-started",categoryLabel:"Getting started"}
1,{slug:"connecting-with-professionals",title:"Finding and connecting with professionals",summary:"Use the 'People worth knowing' widget and the Network panel to find and manage connections.",path:"/home",articleType:"howto",steps:["On the Home tab, find the 'People worth knowing' widget in the right rail.","Click 'See all' to see more suggestions, or use the 'Find people to connect with' prompt if the widget is empty.","Send connection requests to the people you're interested in from the widget.","Open the 'Network' panel to review your connections and any pending requests you've sent or received.","On a pending request row, click 'Message' to message that person, or 'Decline' to turn down a request you've received.","Click 'Close' on the Network panel when you're done."],related:["understanding-home-feed","home-feed-sections","search-professionals"],group:"general",screenshotKey:"00154-home-feed-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"contact-support",title:"Contacting Panelist support",summary:"Reach Panelist through the Contact Us page, which offers a contact form and a Contact Support email link.",path:"/contact-us",articleType:"howto",category:"getting-started",categoryLabel:"Getting started",group:"general",steps:["Go to the Contact Us page.","If you already have an account, use the 'Auto-fill with your Panelist account' button at the top of the form to fill your details in rather than typing them again.","Complete the required fields on the form: first name, last name, organisation, your role, city and country, email address, and phone number.","Submit the form. The form collects your contact details so someone can get back to you; it does not have a free-text message box, so keep the detail for your reply.","For a problem with your own account rather than a general enquiry, use the 'Contact Support' link on the same page instead, which opens an email to Panelist's support address.","In that email, say which page you were on, what you expected to happen, and what happened instead, and include the email address your account uses."],related:["account-settings-save-issues","update-account-settings","profile-not-loading"],screenshotKey:""},{slug:"create-post-home-feed",title:"Creating a post on your home feed",summary:"Use the post composer at the top of your home feed to share an update with your network.",path:"/home",articleType:"howto",steps:["Go to Home and look at the top of the feed for the post composer.","If you're signed in, click the box with the placeholder text 'Share an update with your network\u2026'. If you're signed out, you'll see a 'Sign in to post' button there instead \u2014 sign in first to post.","Clicking the composer opens a dialog titled 'Create a post'.","Type into the textarea, which shows the placeholder 'What do you want to share? Use @ to tag people or companies' \u2014 type @ followed by a name to tag a person or company.","If you're building a poll, fill in the answer fields; each one shows a placeholder like 'Option 1', 'Option 2', and so on until you enter your own text.","Review what you've written and submit the dialog to publish the post to your feed."],related:["understanding-home-feed","connecting-with-professionals","home-feed-sections"],group:"general",screenshotKey:"00035-home-feed-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"empty-feed-troubleshoot",title:"My home feed is empty or not updating",summary:"Your Home tab shows 'Your feed is quiet' instead of posts.",path:"/home",articleType:"troubleshoot",causes:[{heading:"You see the 'Your feed is quiet' empty state",fix:"This is the feed's normal empty state, shown alongside a 'Share an update' button when there's nothing to display. Try posting something yourself using the composer, or use the 'People worth knowing' widget to connect with more people so their posts start appearing."},{heading:"You haven't connected with anyone yet",fix:"A new account has no one to pull posts from. Use 'People worth knowing' in the right rail, or the 'Find people to connect with' prompt, to send connection requests. Posts from a connection typically appear once the request is accepted."},{heading:"The page is showing stale content",fix:"Reload the page. If the feed still shows the same content or the 'Your feed is quiet' message afterwards, the account genuinely has no new activity to show yet."},{heading:"A platform-side issue",fix:"If others on your team see the same empty or stuck feed at the same time, it may be a temporary platform issue rather than something specific to your account \u2014 wait and retry rather than repeatedly reloading."}],related:["understanding-home-feed","connecting-with-professionals"],group:"general",screenshotKey:"00155-home-feed-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"forgot-password-help",title:"Resetting a forgotten password",summary:"Request a reset code by email from the forgot-password page, then set a new password with it.",path:"/forgotpassword",articleType:"howto",category:"getting-started",categoryLabel:"Getting started",group:"general",steps:["On the login page, click 'Forgot your password?' to open the forgot-password page.","Enter the email address your account uses and click 'Send reset code'.","Open the email and find the six-digit verification code. Check your spam folder if it has not arrived within a few minutes.","Enter it in the 'Verification code' field, then fill in 'New password' and 'Confirm new password' with the same new password.","Click 'Reset password'. You are returned to the login page, where you sign in with the new password.","If the code is rejected, use the 'Resend code' link to request a fresh one rather than retrying the old code, and open the reset link from that newest email so the page knows which account it is for."],related:["change-account-password","account-security-best-practices","contact-support"],screenshotKey:""},{slug:"home-feed",title:"Using your home feed",summary:"The Home tab is where your feed, the post composer, and the network and market widgets live.",path:"/home",articleType:"howto",category:"getting-started",categoryLabel:"Getting started",group:"general",steps:["Click the Home tab in the top navigation to open your feed.","Use the composer at the top of the feed to post an update, or scroll the feed to read posts from the people and companies you are connected to.","Use the Home sections tabs above the feed to move between the feed's sections.","Read the right rail alongside the feed for widgets such as 'People worth knowing', 'Market updates', and 'Benchmark Pulse'.","Use the Notifications icon in the top bar to see recent activity, and the Network icon next to it to review connection requests you have sent or received.","Use the Messages icon to open chat, and the Apps icon at the end of the top bar to reach other parts of the platform."],related:["understanding-home-feed","home-feed-sections","connecting-with-professionals"],screenshotKey:"00156-home-feed-main"},{slug:"home-feed-sections",title:"Home feed sections explained",summary:"Reference for the composer, feed, and right-rail widgets you'll see on the Home tab.",path:"/home",articleType:"reference",options:[{name:"Post composer",description:"Input at the top of the feed showing 'Share an update with your network\u2026' when you're signed in, or a 'Sign in to post' button when you're not; opens the 'Create a post' dialog."},{name:"People worth knowing",description:"Right-rail widget for finding new connections, with a 'See all' link and a 'Find people to connect with' prompt."},{name:"Executive Pulse",description:"Right-rail widget surfacing executive-focused insight content."},{name:"Investments being made",description:"Right-rail widget highlighting investment-related updates relevant to your network."},{name:"Capability Radar",description:"Right-rail widget presenting a capability-comparison style summary."},{name:"Latest executive surveys",description:"Right-rail widget listing recent survey findings, with an 'Open report' link to read more."},{name:"Market updates",description:"Right-rail widget summarizing recent market news."}
1,{name:"Software companies to watch",description:"Right-rail widget listing notable software companies."},{name:"Benchmark Pulse",description:"Right-rail widget summarizing benchmark data, with a 'View benchmarks' link through to the Compare tab."}],related:["understanding-home-feed","create-post-home-feed"],group:"general",screenshotKey:"00152-home-feed-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"interact-with-spotlight-posts",title:"Interacting with Spotlight posts",summary:"Common actions available on a Spotlight card's menu, at a general level.",path:"/spotlight",articleType:"reference",options:[{name:"Share",description:"Send the content along to your own feed or forward it to specific connections."},{name:"Copy link",description:"Copy a link to the content so you can share it outside the platform."},{name:"Hide",description:"Remove that individual piece of content from your view without notifying the author."},{name:"Report",description:"Flag the content for review by the platform's moderation process."},{name:"Unfollow",description:"Stop seeing new content from that author going forward."},{name:"Block",description:"Prevent further contact with, and visibility of, a specific account."}],related:["what-is-spotlight","manage-your-spotlight-posts"],group:"general",category:"getting-started",categoryLabel:"Getting started",screenshotKey:"00872-spotlight-main"},{slug:"manage-your-spotlight-posts",title:"Managing your own Spotlight posts",summary:"Edit, delete, or share the content you've posted to Spotlight.",path:"/spotlight",articleType:"howto",steps:["Go to Spotlight and find a piece of content you posted yourself.","Open the menu on your own card \u2014 you'll see extra options here that don't appear on other people's content.","To make a change, use the edit option to update the caption, swap the attached media, or adjust who can see it, then save your change.","To remove it, use the delete option and confirm \u2014 deleting is permanent.","To share it, use the share option to repost it to your feed or send it to specific connections.","Refresh the page to confirm your change was applied."],related:["interact-with-spotlight-posts","what-is-spotlight"],group:"general",category:"getting-started",categoryLabel:"Getting started",screenshotKey:"00872-spotlight-main"},{slug:"search-filters",title:"Using filters to refine search results",summary:"Apply filters to narrow search results by criteria such as company or seniority.",path:"/search",articleType:"howto",steps:["Enter your search keyword and wait for results to load.","Open the filter panel offered alongside the results.","Expand a filter category, such as company or seniority, to see its options.","Select one or more options to narrow the results.","Look for a way to see and remove active filters, shown near the top of the results.","Combine filters across categories to narrow further.","Clear all filters to return to the unfiltered search."],related:["using-search","search-tabs"],group:"general",screenshotKey:"00223-search-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"search-no-results",title:"Search returns no results or too few results",summary:"Search returns nothing for a person, company or event you know exists.",path:"/search",articleType:"troubleshoot",causes:[{heading:"The keyword is too specific",fix:"Search matches on whole words, not fuzzy substrings. A very long or unusual phrase may return nothing where a shorter, more common version of the same name or company would match. Try simplifying the search term."},{heading:"You're viewing the wrong result group",fix:"If you're viewing a specific record type, a matching result in a different type won't show. Check which group you're viewing and switch if needed."},{heading:"An active filter is excluding the match",fix:"A filter left over from an earlier search can narrow every subsequent search. Clear any active filters and re-run the search."},{heading:"The record genuinely doesn't exist yet",fix:"Search covers registered members, published company pages, and published events. Confirm the person has an account, or that the event has been published rather than left as a draft."}],related:["using-search","search-filters","search-tabs"],group:"general",screenshotKey:"00226-search-main",category:"getting-started",categoryLabel:"Getting started"}
1,{slug:"search-professionals",title:"Searching for people on Panelist",summary:"Use the People tab on the search results screen to find members and send connection requests.",path:"/search",articleType:"howto",category:"getting-started",categoryLabel:"Getting started",group:"general",steps:["Click the search box at the top of the page, which shows the placeholder 'Search people, events, companies', and type a name, job title, or company.","Submit the search to open the full search results screen.","Switch from the 'All' tab to the 'People' tab so the results show members only, rather than a mix of people, companies, and events.","On the 'All' tab, use the 'See all' link above the people results to jump straight to the People tab with the same keyword.","Use the sort control to order results by relevance, by name, or by newest, and open the filter panel to narrow by criteria such as company.","Use the connect action on a result row to send that person a connection request, or click their name to open their profile first."],related:["connecting-with-professionals","using-search","search-filters"],screenshotKey:"00243-search-main"},{slug:"search-sorting",title:"Sorting search results",summary:"Reorder results by relevance, date, or other criteria if the search screen offers a sort option.",path:"/search",articleType:"howto",steps:["Run a search and wait for results to load.","Look for a sort control near the top of the results list, which defaults to relevance.","Choose an alternative sort order, such as most recent, if one is offered.","Results reorder in place; your active group and filters stay applied.","Switch back to the default sort order at any time."],related:["using-search","search-filters"],group:"general",screenshotKey:"00236-search-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"search-tabs",title:"Understanding Search tabs",summary:"Search results are grouped by record type \u2014 people, companies, and events.",path:"/search",articleType:"understanding",body:[{heading:"What each group shows",text:"Results are grouped by type. People results match member profiles against name, headline, or current company. Company results match against company name. Event results match against event title and description."},{heading:"Result counts",text:"Each group shows how many matches it found, which updates as you refine your search or add filters."},{heading:"When to focus on one group",text:"Narrowing to a specific group is useful when a keyword could plausibly match more than one type of record \u2014 for example, a search term that matches both a person's name and a company's name."}],related:["using-search","search-filters"],group:"general",screenshotKey:"00219-search-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"spotlight-content-not-loading",title:"Spotlight content not loading",summary:"Spotlight tab content is missing, blank, or never finishes loading.",path:"/spotlight",articleType:"troubleshoot",causes:[{heading:"Unstable internet connection",fix:"Spotlight loads content over the network as you scroll; a dropped connection can stall it mid-load. Confirm you're online, then scroll or reload to retrigger the load."},{heading:"Stale browser cache",fix:"Clear your browser's cached data for the site, then reload the Spotlight page from a fresh tab."},{heading:"A one-off render glitch",fix:"Reload the page. If only a handful of items fail to display while the rest of the grid loads fine, it's usually a transient issue that resolves on reload."},{heading:"Blocks or filters are hiding most content",fix:"If you've blocked or muted many accounts, there may be too little content left to fill the grid. Review your blocked accounts in your privacy settings to check it isn't unintentionally broad."},{heading:"Browser extension interference",fix:"Ad blockers and privacy extensions can occasionally strip the requests Spotlight relies on to load images or video. Try disabling extensions for this site and reloading."}],related:["browse-spotlight-posts","what-is-spotlight"],group:"general",category:"getting-started",categoryLabel:"Getting started",screenshotKey:"00872-spotlight-main"},{slug:"understanding-home-feed",title:"Understanding your home feed",summary:"Your home feed sits behind the Home tab and combines a post composer, a scrolling feed, and a rail of network and market widgets.",path:"/home",articleType:"understanding",body:[{heading:"Where the feed fits in the navigation",text:"Home is one of the top-level tabs, alongside Events, Spotlight, and Compare (labeled 'Benchmarks' in the navigation). The Home tab is where your feed lives."}
1,{heading:"Posting to the feed",text:"At the top of the feed is a composer. Signed-in users see an input with the placeholder 'Share an update with your network\u2026'; signed-out visitors see a 'Sign in to post' button in its place. Clicking the composer opens a 'Create a post' dialog with a textarea placeholder reading 'What do you want to share? Use @ to tag people or companies', plus poll fields that default to placeholders like 'Option 1' and 'Option 2'."},{heading:"What's in the right rail",text:"Alongside the feed, the right rail carries a set of widgets. Two of them lead somewhere: 'People worth knowing' has a 'See all' link and a 'Find people to connect with' prompt, 'Latest executive surveys' has an 'Open report' link, and 'Benchmark Pulse' has a 'View benchmarks' link. The rest are read-only panels: 'Executive Pulse', 'Investments being made', 'Capability Radar', 'Market updates' and 'Software companies to watch'."},{heading:"When the feed has nothing to show",text:"A feed with no content shows the message 'Your feed is quiet' along with a 'Share an update' button, prompting you to post something yourself."},{heading:"Notifications and your network",text:"A 'Notifications' panel (with a 'Mark all read' button) and a 'Network' panel (with a 'Close' button and, on pending requests, 'Decline' and 'Message' actions) sit alongside the feed for tracking activity and connection requests."}],related:["create-post-home-feed","home-feed-sections","connecting-with-professionals"],group:"general",screenshotKey:"00149-home-feed-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"update-account-settings",title:"Update your account settings",summary:"Change your profile information, email address, and other account details from your account settings.",path:"/settings/account-and-privacy/account-settings",articleType:"howto",steps:["Open your account menu from your avatar and go to your account settings.","Find the account and privacy section, then open the account settings page within it.","Locate the field you want to change \u2014 such as your name, email, phone number, or organisation \u2014 and edit it.","If you change your email address, expect a confirmation step: a verification link will need to be sent to and clicked from the new address before the change takes effect.","Save your changes to apply the edit."],related:["change-account-password","account-settings-options","account-privacy-explained"],group:"general",category:"getting-started",categoryLabel:"Getting started"},{slug:"using-search",title:"Using the Search screen",summary:"Use the search box at the top of the platform to find people, companies, and events.",path:"/search",articleType:"howto",steps:["Click the search box at the top of the page \u2014 it shows the placeholder text 'Search people, events, companies'.","Type a name, company, or event title into the field.","Submit your search to open the full search results screen.","Narrow the results to just people, companies, or events if the screen offers that option.","Click a result to open that person's profile, company page, or event details page.","Use any filters offered on the results screen to narrow further, for example by location or industry."],related:["search-filters","search-tabs","home-feed"],group:"general",screenshotKey:"00049-search-main",category:"getting-started",categoryLabel:"Getting started"},{slug:"what-is-spotlight",title:"What is Spotlight?",summary:"Spotlight is a top-level tab, separate from Home, for browsing featured content from your network.",path:"/spotlight",articleType:"understanding",body:[{heading:"Where Spotlight sits",text:"Spotlight is one of the top-level tabs in the navigation, alongside Home, Events, and Compare. It's a separate area from your Home feed, focused on browsing featured content rather than a chronological timeline."},{heading:"What you'll find there",text:"Spotlight presents content from people and companies in your network in a grid or card layout. Cards may include images, video, or documents; clicking a card opens it for a closer look."},{heading:"Browsing and discovery",text:"As with the Home feed, Spotlight's layout adapts to your screen size, and scrolling loads more content as you go. Once you open a piece of content, you can interact with it (for example, reacting or commenting) in much the same way as posts elsewhere on the platform."}],related:["browse-spotlight-posts","interact-with-spotlight-posts","manage-your-spotlight-posts"],group:"general",category:"getting-started",categoryLabel:"Getting started",screenshotKey:"00872-spotlight-main"},{slug:"account-detail-overview",title:"Understanding account records",summary:"A general look at what a CRM account record
1is used for.",path:"/wall/company/:companyId/accounts/:accountId",articleType:"understanding",body:[{heading:"What an account record is",text:"In the CRM, an account represents a single organisation. Deals, contacts, and logged interactions tied to that organisation are gathered under this one record instead of scattered across individual people."},{heading:"Why one account record matters",text:"Keeping company-level data in one place lets someone new to the relationship see the relevant deals, contacts, and history without having to piece it together."},{heading:"What may live on an account record",text:"An account record can hold company details, a list of linked contacts, associated deals, a history of interactions, and any custom fields your workspace has configured."},{heading:"How accounts connect to your workflow",text:"Contacts and deals are linked to accounts through an association; this link is what makes an account's data complete, so it's worth checking that associations are set correctly."}],related:["view-edit-account-details","account-fields-reference","account-missing-data"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"account-missing-data",title:"Account information is missing or incomplete",summary:"An account page is missing its details, associations or history.",path:"/wall/company/:companyId/accounts/:accountId",articleType:"troubleshoot",causes:[{heading:"The account was just created",fix:"A newly created account can take a moment for associated data to finish loading. Reload the page once. If fields you entered still look empty, re-enter and save them."},{heading:"Contacts or deals were never linked to this account",fix:"An empty contacts or deals section often means no record has been associated with this account yet, rather than a display problem. Check the contact or deal's own record to confirm it's linked to the right account."},{heading:"Your role doesn't have visibility into this account",fix:"Some workspaces restrict account access by team or owner. If you see an access-restricted message instead of the account's details, ask an admin to review your access."},{heading:"The account was merged or replaced",fix:"If this account was recently merged with another, its data may now live on a different record. Search for the company by name to check for a second, active entry."}],related:["account-detail-overview","view-edit-account-details","account-fields-reference"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"add-work-experience",title:"How to add work experience to your profile",summary:"Record your current and past roles in the background section of your own profile.",path:"/wall/:slug",articleType:"howto",category:"company-pages",categoryLabel:"Company pages",group:"general",steps:["Open your own profile page","Look for an edit option near your name to open the profile editor","Find the section for background or experience information, and start a new entry","Fill in the details the form asks for, such as the company, your job title, and the dates you held the role","Save your changes, then reopen your profile to confirm the role appears in the right order"],related:["edit-your-profile","understand-profile-sections","profile-fields-reference"],screenshotKey:""},{slug:"assign-accounts-to-events",title:"Assigning an account file to an event",summary:"Use the audience in an uploaded account file for an event, where your plan and setup allow it.",path:"/wall/company/:companyId/accounts-list",articleType:"howto",category:"company-pages",categoryLabel:"Company pages",group:"general",steps:["Open your company's list of uploaded account files","Find the file whose audience you want to use, and check when it was last updated before relying on it","Open the file to see the individual account records it contains","Look in the file's detail view for an option to use its audience for an event \u2014 what is available here depends on your plan and setup, so work from what the view offers rather than assuming a particular workflow","Select the event you want the audience applied to, and confirm","Return to the accounts list and check the indicator showing which events are currently using that file's audience"],related:["company-accounts-overview","view-company-accounts","manage-account-files"],screenshotKey:"00892-wall-company-events-main"},{slug:"company-account-fields",title:"Account fields and properties",summary:"A general reference for the kinds of fields an account record can have on a company page.",path:"/wall/company/:companyId/accounts/:accountId",articleType:"reference",category:"company-pages",categoryLabel:"Company pages",group:"general",screenshotKey:"00892-wall-company-events-main",options:[{name:"Company name",description:"The name shown wherever the account is referenced."},{name:"Industry",description:"A classification field, if your workspace uses one, for segmenting accounts."},{name:"Company size",description:"An employee-count or revenue field, if configured, used for prioritizing accounts."},{name:"Website",description:"The account's primary web domain, if recorded."},{name:"Description",description:"A free-text field for context that structured fields don't capture."},{name:"Associated contacts",description:"Contacts linked to this account."}
1,{name:"Associated deals",description:"Deals linked to this account."},{name:"Custom fields",description:"Any additional properties your workspace admin has configured for accounts."}],related:["account-detail-overview","view-edit-account-details","link-contacts-to-accounts"]},{slug:"company-accounts-overview",title:"Understanding company accounts",summary:"What company account files are for, and why teams reuse them.",path:"/wall/company/:companyId/accounts-list",articleType:"understanding",body:[{heading:"What are company accounts",text:"A company account file is a batch upload of contact or organisation data \u2014 typically from a spreadsheet \u2014 that gets stored under your company for later use. This is distinct from an individual CRM account or contact record; it's a stored file your team can reuse."},{heading:"Why you need account files",text:"Uploading a file once and reusing it lets your team target the same audience across multiple purposes without re-entering the data each time."},{heading:"Account file ownership and updates",text:"Uploaded files are associated with whoever uploaded them, and the platform tracks when a file was last changed. If a file hasn't been refreshed in a long time, it's worth checking before relying on it for something new."},{heading:"Assigning accounts to events",text:"Depending on your plan and setup, an uploaded file's audience may be usable for event-related purposes such as invitations. Check the file's own detail view for any option to do this rather than assuming a specific workflow."}],related:["view-company-accounts","manage-account-files","assign-accounts-to-events"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"company-accounts-reference",title:"Company accounts list columns",summary:"A general guide to the kind of information shown for each uploaded account file.",path:"/wall/company/:companyId/accounts-list",articleType:"reference",options:[{name:"Name",description:"The label given to the uploaded file, which may be editable after the fact."},{name:"Accounts",description:"The number of individual account records the file contains."},{name:"Owner",description:"The person who uploaded the file."},{name:"Last Update",description:"When the file's contents were most recently changed or re-uploaded."},{name:"Assigned Events",description:"An indication of whether the file's audience is currently linked to any events, where that feature is available."}],related:["company-accounts-overview","view-company-accounts"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"company-page",title:"Understanding your company page",summary:"What a company page shows, and how the edit view feeds the page other members see.",path:"/wall/company/:slug",articleType:"understanding",category:"company-pages",categoryLabel:"Company pages",group:"general",body:[{heading:"What a company page is",text:"A company page is the profile for an organisation on Panelist, reached at /wall/company/:slug. It is a relatively thin page: a header, a few KPI cards for Followers, Posts, Events, and Products, and three tabs called Overview, Posts, and Events."},{heading:"The page and the edit view are separate",text:"The page at /wall/company/:slug is what other members see. The information on it comes from the edit view at /wall/company/:slug/edit, which is a form rather than a page. Changes only appear on the company page once they are saved in that form."},{heading:"What the edit form controls",text:"The form covers the company's basic identifying information, such as its name, description, industry, size, website, and location, along with the logo. It does not control what appears on the Posts and Events tabs."},{heading:"What fills the tabs",text:"Overview shows the company's header details and summary information. Posts shows content the company has shared, and Events shows events the company is connected to. Those two tabs fill from activity over time rather than from anything you type into the edit form."},{heading:"Who can edit the page",text:"Editing is limited to the people your company has given edit access to. If your workspace supports managing that list, changes to it affect edit access to the company page only, not anyone's personal account."}],related:["understand-company-pages","edit-company-profile-guide","company-profile-fields"],screenshotKey:"00890-wall-company-overview-main"},{slug:"company-page-fields",title:"Company page fields and information",summary:"A reference guide to the tabs and KPI cards on a company page.",path:"/wall/company/:slug",articleType:"reference",options:[{name:"Overview tab",description:"The default tab on a company page, showing the company's header details and summary information."},{name:"Posts tab",description:"Shows content the company has shared."},{name:"Events tab",description:"Shows events the company is connected to."},{name:"Followers (KPI card)",description:"A count of how many members follow the company."},{name:"Posts (KPI card)",description:"A count of posts associated with the company."},{name:"Events (KPI card)",description:"A count of events associated with the company."},{name:"Products (KPI card)",description:"A count of products associated with the company."}],related:["understand-company-pages","view-company-page","share-company-page"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"company-page-visibility-issues",title:"Troubleshooting company page visibility",summary:"Resolve issues when a company page isn't loading correctly or isn't visible to others.",path:"/wall/company/:slug",articleType:"troubleshoot",causes:[{heading:"The company account isn't active",fix:"A company page needs an active company account behind it to render. If the page shows blank or 'not found,' check with an admin whether the account is suspended or still pending setup."},{heading:"Browser or cache issue",fix:"Try opening the page in a private/incognito window. If it loads correctly there, clear your regular browser's cac
1he and cookies for the site, then reload the page."},{heading:"Restricted information due to your role or connection",fix:"Some details on a company page may be limited depending on your relationship to the company or your role. If information looks missing rather than broken, that may be expected."},{heading:"Wrong or outdated link",fix:"A company's page address can change if the company is renamed. If a bookmarked link doesn't work, search for the company by name instead and use the current link it resolves to."}],related:["view-company-page","understand-company-pages","share-company-page"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00892-wall-company-events-main"},{slug:"company-profile-fields",title:"Understanding company profile fields",summary:"A general look at what the fields in your company profile are for.",path:"/wall/company/:slug/edit",articleType:"understanding",body:[{heading:"Basic company information",text:"Your company's name is the primary way it's identified across search and elsewhere in the app, so it's worth keeping it accurate."},{heading:"Description",text:"A description field takes longer text about your company, which shows up on the Overview area of your company page."},{heading:"Industry and company size",text:"Where available, industry and company size fields drive filtering and segmentation."},{heading:"Website and location",text:"A website field renders as a clickable link. A location field is plain text, used for display and filtering."},{heading:"Who can edit the page",text:"If your workspace supports multiple editors for a company page, changes to that list affect edit access only, never anyone's personal account."}],related:["company-page","edit-company-profile-guide"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"company-profile-required-fields",title:"Required fields for your company profile",summary:"A general guide to which fields commonly need to be filled in before your company profile can be saved.",path:"/wall/company/:slug/edit",articleType:"reference",options:[{name:"Company name",description:"Required, since it's the primary way your company is identified."},{name:"URL / page address",description:"If your company page has a unique address, the form rejects one already used by another company."},{name:"Industry",description:"Required so your profile can appear in industry-based filtering, where that feature exists."},{name:"Company size",description:"Required for size-based filtering, where that feature exists."},{name:"Website",description:"If required, must be entered as a full URL including its protocol."},{name:"Location/headquarters",description:"A free-text field that may be required even though it isn't validated against a real address."},{name:"Editors/admins",description:"If your company page supports multiple editors, at least one may need to be listed before saving."}],related:["company-profile-fields","edit-company-profile-guide"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00892-wall-company-events-main"},{slug:"company-profile-save-issues",title:"Your company profile won't save",summary:"Troubleshoot why your changes to your company profile aren't being saved.",path:"/wall/company/:slug/edit",articleType:"troubleshoot",causes:[{heading:"A required field is empty",fix:"Look for any highlighted or marked field that hasn't been filled in. Fill it in and try saving again."},{heading:"The page address is already taken",fix:"If your company page has a unique address and you see a message that it's in use, try a more specific version, such as adding your city or a distinguishing word."},{heading:"A checkbox or confirmation step was missed",fix:"If the form includes any confirmation checkbox, make sure it's checked \u2014 some forms reset this on every edit."},{heading:"A URL field is missing its protocol",fix:"If you entered a website without http:// or https:// in front of it, add the protocol and save again."},{heading:"A stale session is blocking the save",fix:"If everything looks correct and saving still doesn't work, refresh the page, re-enter your changes, and try again. If it still fails, log out and back in."}],related:["edit-company-profile-guide","company-profile-required-fields"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"connect-with-members",title:"How to connect with other members",summary:"Send a connection request from a member's profile or from the suggestions on your Home tab.",path:"/home",articleType:"howto",category:"company-pages",categoryLabel:"Company pages",group:"general",steps:["Open the member's profile and use whatever connect option is available there, or find them in the 'People worth knowing' widget in the right rail of the Home tab","In the widget, click 'See all' to see more suggestions, or use the 'Find people to connect with' prompt if the widget is empty","Send the connection request to the people you are interested in","Open the 'Network' panel to review your connections and any pending requests you have sent or received","On a pen
1ding request row, click 'Message' to message that person, or 'Decline' to turn down a request you have received","Click 'Close' on the Network panel when you are done"],related:["view-member-profile","understand-profile-sections","connecting-with-professionals"],screenshotKey:"00154-home-feed-main"},{slug:"edit-company-profile-guide",title:"How to edit your company profile",summary:"Open the edit option on your company page and update your company's information.",path:"/wall/company/:slug/edit",articleType:"howto",steps:["Go to your company page and open the edit option","Update your company's name and description as needed","Fill in or adjust any other basic details the form asks for, such as industry, size, or website","If the form lets you manage who can edit the page, add or remove people as needed","Save your changes so they take effect on the company page"],related:["company-page","upload-company-logo","company-profile-fields"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00892-wall-company-events-main"},{slug:"edit-your-profile",title:"How to edit your own profile",summary:"Update your own profile information from your profile page.",path:"/wall/:slug",articleType:"howto",steps:["Open your own profile page","Look for an option to edit your photo or cover image, and update it if you'd like","Look for an edit option near your name to open the profile editor","Update your details, then save your changes","If there's a way to add background or experience information, use it to fill in past or current roles","Save your changes so they apply across the app"],related:["understand-profile-sections","add-work-experience","profile-photo-tips"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"link-contacts-to-accounts",title:"Linking and unlinking contacts to accounts",summary:"Associate a contact record with an account, or remove an outdated association.",path:"/wall/company/:companyId/accounts/:accountId",articleType:"howto",steps:["Open the account's detail page and find its contacts section","Use the available option to add a contact","Search for an existing contact by name or email, or create a new one if needed","Save the association so the contact is now linked to the account","To remove a link, use the available option to unlink the contact and confirm when prompted","Unlinking removes the association only; the contact record itself still exists"],related:["account-detail-overview","view-edit-account-details","account-fields-reference"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"manage-account-files",title:"Managing account files",summary:"Rename, replace, or remove account files from your company's accounts list.",path:"/wall/company/:companyId/accounts-list",articleType:"howto",steps:["Open your company's list of uploaded account files","Find the file you want to manage and look for its available actions (often a menu attached to the row)","Use the rename option to change the file's display name, or the replace/edit option to upload a corrected file","Use the delete option to remove a file, and confirm when prompted \u2014 removing a file is permanent","If renaming, enter the new name and save it","Reopen the list afterwards to confirm your change took effect"],related:["company-accounts-overview","view-company-accounts","assign-accounts-to-events"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"profile-fields-reference",title:"Profile fields and what to include",summary:"A general reference for the kind of information a member profile can hold.",path:"/wall/:slug",articleType:"reference",options:[{name:"Profile photo",description:"Your picture, used to represent you elsewhere in the app such as comments or attendee lists."},{name:"Cover photo",description:"A banner image behind your profile photo, mainly for visual presentation."},{name:"Name",description:"Displayed on your profile and anywhere your name is shown elsewhere in the app."},{name:"Job title / role",description:"A free-text field describing your current role, if your profile supports one."},{name:"Company",description:"A free-text field for your current employer, separate from any linked CRM record."},{name:"Location",description:"Where you're based, which may be used to suggest relevant local content."},{name:"About/Bio",description:"A free-text summary describing yourself."}
1,{name:"Background/experience",description:"Any past or current roles you choose to add, where that feature is available."}],related:["edit-your-profile","understand-profile-sections","view-member-profile"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00892-wall-company-events-main"},{slug:"profile-not-loading",title:"Troubleshooting profile problems",summary:"Resolve issues when a profile fails to load or shows incomplete information.",path:"/wall/:slug",articleType:"troubleshoot",causes:[{heading:"The profile link is wrong",fix:"Check the address against how the member's name normally appears \u2014 an outdated bookmark or typo can point to a page that doesn't exist. Try searching for the member by name instead."},{heading:"The page hasn't finished loading",fix:"Different parts of a profile can load at slightly different speeds. Give it a few seconds, and refresh if sections still look empty after that."},{heading:"Slow or unstable connection",fix:"A profile page can make several separate requests to load fully; a weak connection may cause some of them to fail while others succeed. Try switching networks and reloading."},{heading:"The member's account no longer exists",fix:"If you consistently get a 'not found' style message rather than a page that's merely slow, the account may have been deactivated or removed."}],related:["view-member-profile","understand-profile-sections","contact-support"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"profile-photo-tips",title:"Profile photo tips",summary:"What to consider when choosing the profile photo and cover image on your profile.",path:"/wall/:slug",articleType:"reference",category:"company-pages",categoryLabel:"Company pages",group:"general",options:[{name:"A clear head and shoulders shot",description:"Your profile photo is shown small in places like comments and attendee lists, so a close crop reads better than a full length photo."},{name:"A square source image",description:"Profile photos are displayed in a square or circular frame, so a square image avoids the crop cutting off part of your face."},{name:"A plain background",description:"A simple background keeps the focus on you at the sizes the photo is displayed at."},{name:"Even lighting",description:"A well lit photo stays legible when it is scaled down; a dark or backlit one turns into a silhouette."},{name:"A recent photo",description:"The photo represents you across the app and at events, so it is worth replacing one that no longer looks like you."},{name:"Cover photo",description:"The banner behind your profile photo is wide and short, so avoid images whose subject sits near the edges or gets hidden behind the profile photo."},{name:"The same photo everywhere",description:"Using one photo consistently makes you easier to recognise to people who have met you at an event or seen your posts."}],related:["edit-your-profile","profile-fields-reference","understand-profile-sections"],screenshotKey:""},{slug:"share-company-page",title:"How to share a company page",summary:"Share a company's profile page with someone else by sending them its link.",path:"/wall/company/:slug",articleType:"howto",steps:["Open the company page you want to share","Copy the page's URL from your browser's address bar, or use any share option the page provides","Paste the link into an email, chat or document \u2014 the recipient can open it directly, as long as they can sign in"],related:["view-company-page","understand-company-pages","company-page-visibility-issues"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"troubleshoot-missing-accounts",title:"Account file not appearing in list",summary:"An account file you uploaded is not in your accounts list.",path:"/wall/company/:companyId/accounts-list",articleType:"troubleshoot",causes:[{heading:"The upload is still processing",fix:"Large uploads can take a little time to process in the background. Wait a moment and refresh the page before assuming the upload failed."},{heading:"You don't have permission to see all files",fix:"Not every role may see every file uploaded to a company. Ask a company admin to confirm the file exists, or to grant you the access you need."},{heading:"The file was removed by another user",fix:"If your workspace keeps any kind of activity or audit history, check it for a removal of that file. If it was deleted intentionally, ask whoever removed it whether the original data can be re-uploaded."},{heading:"The upload failed",fix:"Watch for any error message shown during upload \u2014 a malformed file (wrong format, missing headers) can fail without creating a visible entry. Fix the file's formatting and try uploading again."}],related:["company-accounts-overview","view-company-accounts"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00892-wall-company-events-main"},{slug:"understand-company-pages",title:"Understanding company pages",summary:"What a company page shows, and how the Overview, Posts and Events tabs are organised.",path:"/wall/company/:slug",articleType:"understanding",body:[{heading:"What is a company page",text:"A company page is the public-facing profile for an organisation on Panelist, reached at /wall/company/:slug. It's a relatively thin page: a header, a set of tabs, and a few KPI cards."},{heading:"Tabs on a company page",text:"The page has three tabs: Overview, Posts, and Events. Overview shows the company's header details and summary information; Posts shows content the company has shared; Events shows events the company is connected to."},{heading:"KPI cards",text:"Near the top of the page are four KPI cards: Followers, Posts, Events, and Products, giving a quick numeric summary of the company's activity."},{heading:"Using company pages for research",text:"Before reaching out to a prospective partner, checking their Overview and Events tabs can give you a sense of their activity and event history on the platform."}],related:["view-company-page","share-company-page","company-page-fields"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"understand-profile-sections",title:"Understanding profile sections",summary:"A general look at the kind of information a member profile can contain.",path:"/wall/:slug",articleType:"understanding",body:[{heading:"Profile header",text:"A profile shows a name, photo and basic identifying details near the top. That is the same information used to represent the member elsewhere in the app."}
1,{heading:"Background information",text:"Members can add a bio and details about their professional background; how much of this is visible to you may depend on your connection to them."},{heading:"Activity",text:"A profile may show posts or activity the member has shared, subject to whatever audience settings they chose for each post."},{heading:"Events",text:"A profile may show events the member has been involved with, where that information is available."},{heading:"Connections",text:"Depending on privacy settings, you may be able to see mutual connections or a broader view of the member's network."}],related:["view-member-profile","edit-your-profile","profile-fields-reference"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00892-wall-company-events-main"},{slug:"upload-company-logo",title:"How to upload your company logo",summary:"Add or replace your company logo from the company edit view.",path:"/wall/company/:slug/edit",articleType:"howto",steps:["Go to your company page and open the edit option","Find the logo upload area in the form","Select an image file from your computer \u2014 a square image displays best","Adjust the crop if the form provides that option","Save your changes so the new logo appears on your company page"],related:["edit-company-profile-guide","company-page"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"view-company-accounts",title:"Viewing company accounts",summary:"Find your company's uploaded account files and see what each one contains.",path:"/wall/company/:companyId/accounts-list",articleType:"howto",steps:["From your company page, open the section that lists your company's uploaded account files","Review the list of account files that have been uploaded for your company","Check the details shown for each file (such as name, record count, who uploaded it, and when it was last updated) to identify the one you need","If your company has more files than fit on one screen, use whatever paging or scrolling control is provided","Open a file to see the individual account records it contains","Look for an indicator of which events, if any, are currently using that file's audience"],related:["company-accounts-overview","manage-account-files","troubleshoot-missing-accounts"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00890-wall-company-overview-main"},{slug:"view-company-page",title:"How to view a company page",summary:"Find a company's profile page and see its Overview, Posts, and Events tabs.",path:"/wall/company/:slug",articleType:"howto",steps:["Use search to find the company by name and select it from the results \u2014 the profile opens on the Overview tab, showing the header information and KPI cards for Followers, Posts, Events and Products","Click the Posts tab to see what the company has shared, or the Events tab to see events it's associated with","Click through to any linked event, or the header, for more detail"],related:["understand-company-pages","share-company-page","company-page-visibility-issues"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00892-wall-company-events-main"},{slug:"view-edit-account-details",title:"Viewing and editing account details",summary:"Open an account record and update its information.",path:"/wall/company/:companyId/accounts/:accountId",articleType:"howto",steps:["Navigate to the company section and find the account you want to review","Open the account to reach its detail page","Review the summary information shown near the top of the page","Use the edit option to update fields, then save your changes","Check for tabs or sections showing linked contacts and deals","Reload the page afterwards to confirm your change was saved"],related:["account-detail-overview","account-fields-reference","link-contacts-to-accounts"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"view-member-profile",title:"How to view a member's profile",summary:"Access another member's profile page to learn about their background.",path:"/wall/:slug",articleType:"howto",steps:["Find a link to the member \u2014 for example in your connections list, a search result, or an attendee list","Click their name or avatar to open their profile page","Look through the sections of their profile to see the information they've shared","Use whatever connect or message option is available if you want to reach out"],related:["understand-profile-sections","connect-with-members","profile-not-loading"],group:"general",category:"company-pages",categoryLabel:"Company pages",screenshotKey:"00891-wall-company-posts-main"},{slug:"account-contacts-deals",title:"How contacts and deals tie to an account",summary:"Company records roll up every contact and deal tied to that business, showing the full relationship history.",path:"/crm/accounts/record/:id",articleType:"understanding",body:[{heading:"The hierarchy: account above contacts",text:"A company record represents the business as a whole; a contact represents one person there. Linking a contact to a company makes their activity \u2014 events attended, campaigns received, tasks assigned to them \u2014 visible on both the contact's own record and the company's."},{heading:"Deals roll up to accounts, not to individuals",text:"A deal is associated with a company as a whole, not a single contact, because a real deal involves several people at the company \u2014 a decision-maker, a budget owner, an implementer. The people involved can be listed on the deal without splitting the deal itself across their individual records."},{heading:"One account, many contacts",text:"There's no limit on how many contacts a company record can accumulate. Every contact whose company association points to the same business is added to that company's list of contacts."}],related:["contact-record","account-record","accounts-list","deal
1s-pipeline"],group:"general",screenshotKey:"00073-crm-accounts-btn-14",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"account-fields-reference",title:"Account list columns and fields",summary:"A general reference for the kinds of fields an account record can have.",path:"/crm/accounts",articleType:"reference",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00194-crm-accounts-main",options:[{name:"Company name",description:"The name shown wherever the account is referenced."},{name:"Industry",description:"A classification field, if your workspace uses one, for segmenting accounts."},{name:"Company size",description:"An employee-count or revenue field, if configured, used for prioritizing accounts."},{name:"Website",description:"The account's primary web domain, if recorded."},{name:"Description",description:"A free-text field for context that structured fields don't capture."},{name:"Associated contacts",description:"Contacts linked to this account."},{name:"Associated deals",description:"Deals linked to this account."},{name:"Custom fields",description:"Any additional properties your workspace admin has configured for accounts."}],related:["create-account","search-filter-accounts","link-contacts-to-accounts"]},{slug:"account-record",title:"Working with a company record",summary:"Open a company record to see its details, its contacts, its deals, and its history in one place.",path:"/crm/accounts/record/:id",articleType:"howto",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00197-crm-accounts-btn-19",steps:["Open Companies from the CRM section of the sidebar","Click a company's row to open its full record","Review the company details at the top of the record and correct anything out of date, including the person the record is assigned to","Check the section listing the contacts associated with this company to see who you know there","Check the section listing the deals associated with this company, along with each deal's stage and value","Read the activity history on the record to see what has already happened with this company before you reach out"],related:["account-record-model","add-contact-to-account","manage-account-deals"]},{slug:"account-record-activity",title:"Reading account activity and timeline",summary:"The activity section on a company record shows every logged action, from deals to tasks to contact changes.",path:"/crm/accounts/record/:id",articleType:"understanding",body:[{heading:"What counts as activity on an account record",text:"The timeline can include deals created or moved between stages, contacts linked or unlinked, tasks assigned against the company, manually added notes, and campaign sends that targeted the company or one of its contacts. Each entry carries a timestamp and the user who performed it."},{heading:"Why the activity timeline matters",text:"Scanning the timeline tells you at a glance whether a company has gone quiet \u2014 no entries in weeks is a signal to re-engage \u2014 or whether a teammate already reached out today, so you don't duplicate their work."},{heading:"Filtering and searching the timeline",text:"Depending on your workspace's setup, the timeline can be narrowed to a single activity type or a date range, rather than scrolling the full history of a long-running company."}],related:["account-record","contact-record","deals-pipeline"],group:"general",screenshotKey:"00076-crm-accounts-btn-21",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"account-record-model",title:"Understanding the account record",summary:"A company record accumulates every contact, deal, and interaction associated with that business.",path:"/crm/accounts/:companyId",articleType:"understanding",body:[{heading:"What an account is",text:"A company record in the Companies list represents a business, not a person. It stores company-level details and acts as the parent for every contact and deal associated with it, along with notes, tasks, or emails logged against the company as a whole."},{heading:"Account ownership and assignment",text:"A company record can be assigned to a specific person on your team. Reassigning it changes who is responsible for the relationship going forward, but does not rewrite who is credited for past activity already logged against the company."},{heading:"Account information and properties",text:"Standard company details can be edited directly from the record. Any custom properties your workspace has defined for c
1ompanies appear alongside the standard fields in the same view."},{heading:"Contacts linked to an account",text:"A contact is tied to a company record only when its company association explicitly points to that record. There is no automatic linking by matching company names loosely \u2014 inconsistent spelling of the same company can mean two contacts don't end up grouped on the same account."}],related:["create-account","account-fields-reference","search-filter-accounts"],group:"general",screenshotKey:"00161-crm-accounts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"accounts-list",title:"Understanding the Companies list",summary:"The Companies list is where every company record in your CRM is shown and opened.",path:"/crm/accounts",articleType:"understanding",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00196-crm-accounts-main",body:[{heading:"What the list shows",text:"Companies, reached from the CRM section of the sidebar, lists every company record in your workspace with its details in columns. Clicking a column header sorts by that field, and clicking a row opens that company's full record."},{heading:"Finding a company",text:"The search box above the list filters as you type, so a partial company name is enough. If a company does not turn up, clear the search and check you are not on a view scoped to something narrower."},{heading:"Views and tabs",text:"The Target accounts view shows the same companies with a Tier column for teams working an ABM list. The Archived tab holds companies that have been deleted, which are moved there rather than erased, and a record found there can be restored to the active list."},{heading:"List-level tools",text:"Actions holds the tools that apply to the list as a whole, including Manage duplicates, and Data Quality opens the review of companies flagged as possible duplicates. Selecting rows brings up a bulk action bar for changes across several companies at once."},{heading:"How companies get onto the list",text:"A company record is created manually from the list, or brought in through Import. Contacts do not create companies on their own, and a contact only shows on a company record when its company association explicitly points there."}],related:["create-account","search-filter-accounts","account-record"]},{slug:"accounts-not-showing",title:"Accounts not showing in the list",summary:"A company record is missing or hidden from the companies list.",path:"/crm/accounts",articleType:"troubleshoot",causes:[{heading:"An active filter or search term is excluding it",fix:"Clear the search box above the companies list first. If you're on the Target accounts view or another saved view, switch back to the main companies list to rule out a view-specific scope, then search again by exact company name."},{heading:"The account was deleted and moved to Archived",fix:"Click the Archived tab above the companies list \u2014 deleting a company moves it there instead of permanently erasing it. If you find it, open the record and click Restore to move it back to the active list."},{heading:"Your saved view is scoped to a specific owner",fix:"Some views only show companies assigned to you. Switch to a broader view of the companies list to see companies owned by colleagues."},{heading:"It's a duplicate that hasn't been resolved",fix:"Open Actions and choose Manage duplicates, or click Data Quality, to check whether this company was consolidated with another record under a different name."}],related:["search-filter-accounts","account-record-model","bulk-edit-accounts"],group:"general",screenshotKey:"00196-crm-accounts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"active-vs-static-segments",title:"Understanding static and active segments",summary:"The difference between a segment that updates itself and one you manage by hand.",path:"/crm/segments",articleType:"understanding",body:[{heading:"What is a static segment",text:"A static segment stores an explicit list of record IDs. Adding someone to a static segment is a manual action, and they stay in the list until you remove them, even if every property on their record later changes."},{heading:"What is an active segment",text:"An active segment stores a set of filter rules, not a list. The platform re-evaluates every record of that object type against the rules;
1 a record enters the segment the moment it matches, and drops out the moment it no longer does, with no manual action required."},{heading:"When to use each type",text:"Use static for a fixed, one-time cohort \u2014 everyone who attended a specific past event, or a hand-picked target list for one campaign. Use active for an ongoing definition you want to keep current automatically."},{heading:"Segment size and performance",text:"A static segment's member count only changes when you add or remove someone. An active segment's count can change on its own between visits, since it continually reflects the current filters."},{heading:"Converting between types",text:"An active segment can be frozen into a static one, which snapshots its current members before the filters would otherwise drop someone out. Use it when you need to preserve exactly who was eligible for a particular send, even if their data changes later."}],related:["create-segment","segment-filters","convert-segment-type"],group:"general",screenshotKey:"00151-crm-segments-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"add-contact-to-account",title:"Adding a contact to an account",summary:"Link a contact to a company record so their activity is associated with that business.",path:"/crm/accounts/record/:id",articleType:"howto",steps:["Open the company record you want to add a contact to","Find the section listing contacts associated with the company, and use the control there to add one","Search for an existing contact by name or email, or create a new contact if they aren't in the system yet","If creating a new contact, fill in their basic details and save","Select the contact to confirm the link","Confirm the contact now appears in the company's list of associated contacts, and that the company shows up on the contact's own record"],related:["contact-record","account-record","accounts-list"],group:"general",screenshotKey:"00205-crm-accounts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"bulk-edit-accounts",title:"Editing several companies at once",summary:"Select multiple company records in the companies list and apply the same change to all of them.",path:"/crm/accounts",articleType:"howto",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00198-crm-accounts-btn-20",steps:["Open Companies from the CRM section of the sidebar","Narrow the list first, using the search box or by switching to the view that holds the companies you mean to change","Select the companies you want to change using the checkboxes on their rows","Use the bulk action bar that appears for the actions available on the selected records, such as reassigning the owner","Apply the change, then clear the selection and confirm the list now shows the new values"],related:["create-account","search-filter-accounts","account-fields-reference"]},{slug:"contact-activities-timeline",title:"The activity timeline on a contact record",summary:"The timeline is the ordered history of everything logged against one contact.",path:"/crm/contacts/record/:id",articleType:"understanding",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00177-crm-contacts-btn-20",body:[{heading:"What the timeline records",text:"The timeline holds the notes, emails, calls, tasks, and meetings logged against the contact, each entry carrying a timestamp and the person who added it. It is a record of contact with that person, not a record of changes to their properties."},{heading:"What is logged automatically",text:"Actions taken from the record log themselves: composing and sending an email from the contact adds it to the timeline without a separate step. Calls, notes, and meetings are logged when you record them, so anything handled outside the CRM only appears if someone enters it."},{heading:"Reading it before you act",text:"A gap of several weeks with no entries is the signal to re-engage; an entry from this morning by a colleague is the signal to leave the person alone. Scanning the most recent entries first is usually enough to decide which of the two you are looking at."},{heading:"The contact timeline and the company timeline",text:"The contact's timeline covers that one person. The company record has its own activity history, which rolls up what happened across the business, including deals moving between stages and contacts being linked or unlinked."}],related:["log-contact-activity","view-contact-record","account-record-activity"]},{slug:"contact-not-found",title:"A contact that cannot be found",summary:"Resolve issues when a contact record
1is unavailable or has been merged with another record.",path:"/crm/contacts/record/:id",articleType:"troubleshoot",causes:[{heading:"The contact was merged into another record",fix:"When two contacts are merged using the bulk bar's Merge button, the losing record's ID redirects to the surviving contact automatically. If your link lands you on a different contact than expected, that's the merge working as intended \u2014 continue working from the record you land on."},{heading:"The contact record was deleted",fix:"A message saying the contact could not be found usually means the record was deleted outright. Go to Contacts, search by name or email to confirm, and check the Archived tab in case it's recoverable there rather than permanently gone."},{heading:"You don't have access to this contact",fix:"If the contact belongs to a different CRM portal or team than yours, you may see a restricted or blank page instead of a clear error. Confirm with your admin that the contact is in your organisation's data, and ask them to check your CRM role's permissions if it should be visible."}],related:["view-contact-record","merge-duplicate-contacts"],group:"general",screenshotKey:"00019-crm-contacts-btn-21",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"contact-record",title:"What a contact record holds",summary:"A contact record is the single place one person's details, associations, and logged activity accumulate.",path:"/crm/contacts/record/:id",articleType:"understanding",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00173-crm-contacts-btn-14",body:[{heading:"One record per person",text:"A contact record represents a single person in your CRM, opened by clicking their row in the Contacts list. Everything known about that person is held on the one record rather than split across the surfaces that touched them, so a person who registered for an event, received a campaign, and was added to a deal is still one contact."},{heading:"Details and properties",text:"The record carries the person's identity details, such as name, email, and job title, alongside every other property your workspace has defined for contacts. Values can be entered manually, filled in by the person themselves during event registration or signup, or brought in through Import. Fields are edited on the record itself."},{heading:"The company association",text:"A contact is tied to a company record only when its company association explicitly points to that company. Nothing links the two by matching company names loosely, so a blank or misspelled association is why a contact you expect to see does not appear on a company record."},{heading:"Activity logged against the contact",text:"Notes, emails, calls, tasks, and meetings logged from the record build up a history you can read in order, each entry carrying a timestamp and the person who added it. This history is what tells you whether someone has gone quiet or whether a teammate has already been in touch."},{heading:"What happens when records merge",text:"If the same person ends up as two records, merging them combines the two into one: you choose which values survive field by field, and the history of the record you did not keep moves onto the one that remains."}],related:["view-contact-record","account-record","edit-contact-details"]},{slug:"contact-record-overview",title:"Understanding the contact record layout",summary:"How a contact record's information is organised.",path:"/crm/contacts/record/:id",articleType:"understanding",body:[{heading:"Identity and key info",text:"A contact record leads with identity details \u2014 name, contact info, job title \u2014 along with the company it's linked to, so you can confirm you're looking at the right person."},{heading:"Engagement signals",text:"Many contact records surface engagement signals, such as event attendance or survey responses, alongside a short timeline of standout interactions."},{heading:"Targeting information",text:"Attributes relevant to targeting, such as segment membership and the linked company, are shown alongside any active outreach the contact is currently part of."},{heading:"Responsive layout",text:"On narrower screens, the sections of a contact record stack vertically instead of side by side \u2014 nothing is hidden, just reordered."}],related:["view-contact-record","contact-signals-explained"],group:"general",screenshotKey:"00016-crm-contacts-btn-14",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"contact-signals-explained",title:"Engagement signals on a contact record",summary:"Engagement signals summarise how a contact has interacted with you, drawn from what other surfaces have logged.",path:"/crm/contacts/record/:id",articleType:"understanding",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00174-crm-contacts-btn-24",body:[{heading:"What a signal is",text:"A signal is a short summary of how the person has engaged with you, shown on the contact record so you do not have to read the full history to get the picture. Event attendance and survey responses are typical examples, alongside a timeline of standout interactions."},{heading:"Where signals come from",text:"Signals are derived from activity already recorded elsewhere: registrations and attendance from events, answers from surveys, and interactions logged against the contact. Nothing appears as a signal that was not written to the record by one of those surfaces."},{heading:"What signals do not tell you",text:"A signal reports what happened, not how interested someone is. An empty set of signals usually means nothing has been logged for that person yet, rather than that they are disengaged, so check the record's activity history before drawing a conclusion."},{heading:"Using signals before you reach out",text:"Reading the signals and the recent timeline together tells you whether the person has been to an event, answered a survey, or already heard from a colleague this week. That is the check that stops two people at your company contacting the same person about the same thing."}],related:["contact-record-overview","view-contact-record","contact-activities-timeline"]},{slug:"convert-segment-type",title:"Freezing an active segment into a static one",summary:"Snapshot the current members of an active segment so later data changes cannot drop anyone out.",path:"/crm/segments/:id",articleType:"howto",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00023-crm-segments-btn-19",steps:["Open the segment from CRM > Segments","Check the Used in facet first \u2014 if a campaign or automation references this
1segment and expects it to keep updating, freezing it changes what that campaign will send to","Open the Manage tab and confirm the records currently matching the filters are the ones you want to keep","Freeze the segment into a static list, which stores the current members explicitly instead of re-evaluating the filter rules","Confirm the member count no longer changes on its own afterwards; from this point people only enter or leave when you add or remove them by hand"],related:["active-vs-static-segments","create-segment","segment-analytics"]},{slug:"create-account",title:"Creating an account",summary:"Add a new company record to your CRM Companies list.",path:"/crm/accounts",articleType:"howto",steps:["Open Companies from the CRM section of the sidebar","Click Create company in the upper right of the companies list","Enter the company's name and, if you have it, a website or domain","Fill in any other details you have on hand, such as industry or location","Assign the record to someone on your team if this company should route to a specific person","Save the new company \u2014 it opens as an empty record ready for you to add contacts and deals"],related:["account-record-model","account-fields-reference","bulk-edit-accounts"],group:"general",screenshotKey:"00072-crm-accounts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"create-contact",title:"Creating a new contact",summary:"Manually add a person to your CRM Contacts list.",path:"/crm/contacts",articleType:"howto",steps:["Open Contacts from the CRM section of the sidebar","Click Create contact in the top-right of the list","Enter the contact's basic details, such as their name and email address","Fill in any other details you have, such as job title or company","Assign the record to someone on your team if this contact should route to a specific person","Save the new contact \u2014 it's added to your list of records"],related:["import-contacts","understand-contact-model","search-filter-contacts"],group:"general",screenshotKey:"00151-crm-contacts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"create-segment",title:"Creating a segment",summary:"Create a new segment of contacts, companies, deals, or events.",path:"/crm/segments",articleType:"howto",steps:["Go to CRM > Segments from the sidebar","Click Create segment, or choose Quick create from the Actions menu","Choose the object type this segment tracks","Give the segment a name that describes the audience","Click Advanced filters and set the conditions that define membership","Save the segment \u2014 it's added to your list of segments"],related:["active-vs-static-segments","segment-filters","using-segments-in-campaigns"],group:"general",screenshotKey:"00020-crm-segments-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"data-quality",title:"What Data Quality covers",summary:"Data Quality is where duplicate records and property completeness are reviewed.",path:"/crm/settings/data-quality",articleType:"reference",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00861-crm-settings-general-main",options:[{name:"Duplicate contacts",description:"Contact pairs flagged because they share the same email address, even when the name or company differs."},{name:"Duplicate companies",description:"Company pairs flagged because they share the same web domain, even when the names entered are different."},{name:"Merge",description:"Combines a flagged pair into one record; you choose which value survives field by field, and the history of the record you did not keep moves onto the one that remains."},{name:"Not a duplicate",description:"Dismisses a flagged pair that is actually two different people or businesses, so it is not raised again."},{name:"Property fill rates",description:"How completely each property is filled in across your records, which is how you find fields that are mostly blank."}
1,{name:"Access from a list",description:"Data Quality is also reachable from the contacts and companies lists, alongside Manage duplicates in the Actions menu."}],related:["merge-duplicate-contacts","understanding-duplicate-detection","review-property-fill-rates"]},{slug:"deals-pipeline",title:"Deals and your pipeline",summary:"A deal tracks one piece of business through a sequence of stages, and rolls up to the company it belongs to.",path:"/crm/deals",articleType:"understanding",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00237-crm-deals-main",body:[{heading:"What a deal is",text:"A deal is one piece of potential business, with a name, an amount, an owner, and a stage. Deals are listed on the Deals screen, and each one can also be reached from the company record it is associated with."},{heading:"Stages and the pipeline",text:"A pipeline is the sequence of stages a deal moves through on its way to being won or lost, and every deal sits in exactly one stage at a time. The Deals screen shows pipeline-level summary figures, including Total, Weighted, Count, and Avg. deal age, so moving a deal forward is reflected in those numbers."},{heading:"Deals belong to the company, not one person",text:"A deal is associated with a company, not a single contact, because real business involves several people at the same organisation. The individuals involved can be listed on the deal without the deal itself being split across their contact records."},{heading:"Where deals appear",text:"The same deal shows on the Deals screen and in the deals section of the company record it is linked to. Removing the company link from a deal unlinks it from that record without deleting the deal."},{heading:"Ownership",text:"Each deal has an owner, which can be changed to another team member or set to Unassigned. Changing the owner decides who is responsible from that point forward; it does not rewrite the activity already logged against the deal."}],related:["deals-pipeline-overview","manage-account-deals","account-contacts-deals"]},{slug:"edit-contact-details",title:"Edit contact information",summary:"Update contact properties and company associations from the contact record.",path:"/crm/contacts/record/:id",articleType:"howto",steps:["Open the contact record by clicking their name in the Contacts list","Find the section listing all properties on the record","Click directly on a field's value \u2014 it turns into an editable input in place","Enter the new value and confirm; changes save automatically, with no separate Save button","Look for an option to view a field's property history, showing prior values and who changed them","To change the linked company, search for the correct company by name and select it from the results"],related:["view-contact-record","manage-contact-associations"],group:"general",screenshotKey:"00017-crm-contacts-btn-19",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"export-segment-members",title:"Exporting the members of a segment",summary:"Take the current members of a segment out of the CRM as a downloadable file.",path:"/crm/segments/:id",articleType:"howto",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00167-crm-segments-tab-1",steps:["Open the segment you want from CRM > Segments","Open the Manage tab to see every record currently in the segment","Click Edit columns to add the properties you want in the file, such as email, company, or job title","Check the member count in the segment header before you export \u2014 an active segment's membership can change between visits, so the file is a snapshot of the moment you take it","Run the export from Settings > Import & Export, choosing the properties to include","Download the file from your export history once its status shows it is ready; large exports are split into multiple files"],related:["segment-analytics","export-contacts","using-segments-in-campaigns"]},{slug:"import-contacts",title:"Importing contacts into the CRM",summary:"Bring a list of people into your Contacts from a CSV file using Import & Export.",path:"/crm/settings/import-export",articleType:"howto",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00867-crm-settings-import-export-main",steps:["Open Contacts from the CRM section of the sidebar and click Import, or go straight to Settings > Import & Export","Start a new import and choose the CSV file to upload","Match each column in your file to the corresponding CRM field, and skip any column you do not want to bring in","Choose whether the import should create new records, update existing ones, or both \u2014 matching is done on the field you chose to identify people, usually email","Review the preview of how your data will be mapped, then start the import","Once it finishes, check the import history for counts of records created, updated, or errored, and open the entry to see which rows failed"],related:["import-contacts-from-file","create-contact","search-filter-contacts"]},{slug:"lifecycle-stages",title:"Contact lifecycle stages explained",summary:"Reference guide to how a stage property can be used to track a contact's relationship with your business.",path:"/crm/contacts",articleType:"reference",options:[{name:"Stage property",description:"A single-select property on the contact record used to track where they are in their relationship with your business; the exact stage names depend on how your workspace has configured this property."},{name:"Filtering by stage",description:"This property can be used as a filter condition in the contacts list, or as a condition when building a segment, to isolate contacts at a particular stage."},{name:"Manual vs automatic changes",description:"The stage value only changes when someone updates it directly, unless your workspace has a workflow rule configured to move it automatically."},{name:"Property history",description:"Changes to the stage property are recorded so you can see when it changed and whether it came from a manual edit or an automated rule."}],related:["understand-contact-model","search-filter-contacts"],group:"general",screenshotKey:"00153-crm-contacts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"log-contact-activity",title:"Logging activity against a contact",summary:"Record emails, calls, notes, tasks, and meetings directly from the contact record.",path:"/crm/contacts/record/:id",articleType:"howto",steps:["Open the contact record and look for the row of logging actions near the top, covering things like notes, emails, calls, tasks, and meetings","Use the note action to add a private note visible only to your CRM team","Use the email action to compose a message; sending it logs the email to the timeline automatically","Use the call action to log a completed call's outcome and duration, or to place a call if your workspace has telephony connected","Use the task action to set a follow-up with a due date and assignee","Use the meeting action to schedule a time and send an invite to the contact","Confirm each logged action appears in the record's activity history with a timestamp"],related:["view-contact-record","contact-activities-timeline"],group:"general",screenshotKey:"00018-crm-contacts-btn-20",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"manage-account-deals",title:"Managing deals from an account record",summary:"View and manage deals directly from a company record, without leaving the record.",path:"/crm/accounts/record/:id",articleType:"howto",steps:["Open the company record you want to work with","Find the section listing deals associated with this company, along with each deal's stage and value","To create one, use the control in that section to add a new deal \u2014 it's automatically linked to this company","Click any deal to open its full record, including line items and associated contacts","To change a deal's stage, open it, update the stage, and save","To remove a deal from this company, open the deal's associations and remove the company link \u2014 this does not delete the deal, only unlinks it"],related:["deals-pipeline","account-record","contact-record"],group:"general",screenshotKey:"00074-crm-accounts-btn-19",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"manage-contact-associations",title:"Managing a contact's associations",summary:"Change which company a contact is linked to, and how they relate to deals.",path:"/crm/contacts/record/:id",articleType:"howto",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00175-crm-contacts-btn-19",steps:["Open the contact record by clicking their name in the Contacts list","Find the field holding the linked company, search for the correct company by name, and select it from the results","Open the company record afterwards and confirm the contact now appears in its list of associated contacts","To involve the person in a deal, open the deal and add them to the people listed on it, rather than editing the contact record","To remove an association, clear the link on whichever record holds it \u2014 this unlinks the two records and does not delete either one","If the company you need is not in the results, create the company record first, then come back and set the association"],related:["edit-contact-details","add-contact-to-account","contact-record"]},{slug:"saved-views",title:"Understanding saved views",summary:"A view is a saved way of looking at a CRM list, holding which records it shows and how they are arranged.",path:"/crm/contacts",articleType:"understanding",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00191-crm-contacts-tab-0",body:[{heading:"What a view is",text:"A view is a saved scope over one of the CRM lists. Rather than re-applying the same search and s
1ort every time, you switch to the view that already holds them and the list opens the way you left it."},{heading:"Views belong to one list",text:"Views are specific to the list they were built on, so a view of the companies list does not carry over to contacts, deals, or tasks. Each list has its own set of views, plus tabs such as Archived that scope the list in a fixed way."},{heading:"Views can hide records you expect to see",text:"If a view is scoped to a single owner or to a particular property value, a record outside that scope is simply absent rather than flagged as filtered out. When something is missing, switch to a broader view of the same list before assuming the record is gone."},{heading:"Named views in the companies list",text:"The companies list includes a Target accounts view, which surfaces a Tier column alongside the standard company details for teams working an ABM list. Switching back to the main companies list removes that scope."}],related:["search-filter-accounts","search-filter-contacts","filter-tasks"]},{slug:"search-filter-accounts",title:"How to search and filter accounts",summary:"Find specific companies using search and s
1orting in the companies list.",path:"/crm/accounts",articleType:"howto",steps:["Open Companies from the CRM section of the sidebar","Type a company name into the search box above the companies list \u2014 results filter as you type","Switch to the Target accounts view if you're working an ABM list, which surfaces a Tier column alongside the standard company details","Click a column header to sort the list by that field","Click Actions for list-level tools, or Data Quality to review duplicate companies","Click any row to open that company's full record"],related:["account-record-model","saved-views","target-accounts-abm"],group:"general",screenshotKey:"00193-crm-accounts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"search-filter-contacts",title:"Searching and filtering contacts",summary:"Find specific contacts using search and sorting in the contacts list.",path:"/crm/contacts",articleType:"howto",steps:["Open Contacts from the CRM section of the sidebar","Type a name, email, or company into the search box above the list \u2014 matching contacts filter as you type","Click a column header to sort by that field","Click Actions for list-level tools, or Data Quality to review duplicate contacts","Click Import if you need to bring in a fresh batch of contacts","Click a contact's row to open their full record, including activity history and CRM properties"],related:["understand-contact-model","segment-contacts","create-contact"],group:"general",screenshotKey:"00015-crm-contacts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"segment-analytics",title:"Analysing segment membership and usage",summary:"Review segment size, composition, and where it's used across your workspace.",path:"/crm/segments/:id",articleType:"understanding",body:[{heading:"Viewing segment members",text:"The Manage tab shows every current record in the segment, with columns you can customise by clicking Edit columns \u2014 add properties like email, company, or job title. Click Advanced filters to search within the segment without changing its underlying definition."},{heading:"Segment size and percentage",text:"The segment header shows a count of members, giving a quick sense of how broad or narrow the segment is relative to every record of that object type in your CRM. For active segments this reflects the current filters."},{heading:"Usage tracking",text:"The Used in facet lists other places this segment is referenced \u2014 other segments, campaigns, or automations. Check it before deleting a segment that might still be in use elsewhere."},{heading:"Analyse tab",text:"The Analyse tab surfaces how the segment's membership and usage look over time, separate from the Manage tab where you work with the records themselves."}],related:["create-segment","using-segments-in-campaigns","export-segment-members"],group:"general",screenshotKey:"00161-crm-segments-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"segment-contacts",title:"Grouping contacts into a segment",summary:"Build a segment of contacts so the same audience can be reused across campaigns and reporting.",path:"/crm/segments",articleType:"howto",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00022-crm-segments-btn-14",steps:["Go to CRM > Segments from the sidebar","Click Create segment, or choose Quick create from the Actions menu","Choose contacts as the object type this segment tracks","Give the segment a name that describes the audience, so a colleague can tell what it holds without opening it","Click Advanced filters and set the conditions that define membership, or keep the segment static if you want to pick the members by hand","Save the segment, then open its Manage tab to check which contacts it actually caught before you use it for anything"],related:["create-segment","active-vs-static-segments","segment-filters"]},{slug:"segment-filters",title:"Setting up segment filters",summary:"Define conditions to automatically include records in an active segment using Advanced filters.",path:"/crm/segments/new",articleType:"reference",options:[{name:"Advanced filters",description:"Button used to open the filter panel and set the conditions that define who belongs in an active segment."},{name:"Logical operators (AND/OR)",description:"Combine multiple conditions so a record must match every condition, or any one of them, depending on how you group them \u2014 for example, (Industry = SaaS OR Industry = Fintech) AND Company size > 50"},{name:"Date filters",description:"Filter by absolute date ranges (e.g., created between two dates) or rolling periods (e.g., created in the last 30 days), the latter recalculating automatically as time passes"},{name:"Property-based filters",description:"Any standard property or custom property your admin has created for that object type can be used as a filter condition"}],related:["active-vs-static-segments","create-segment"],group:"general",screenshotKey:"00162-crm-segments-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"target-accounts-abm",title:"Target accounts and ABM tiers",summary:"The Target accounts view is the companies list scoped to the accounts your team is deliberately working, with a Tier column.",path:"/crm/accounts",articleType:"understanding",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts",group:"general",screenshotKey:"00109-crm-accounts-tab-1",body:[{heading:"What the Target accounts view is",text:"Target accounts is a view of the same companies list, intended for account-based marketing. It surfaces a Tier column alongside the standard company details, so a named list of accounts can be read in priority order rather than alphabetically."},{heading:"What a tier is for",text:"A tier ranks how much attention an account should get, which is what lets a team of several people agree on where effort goes. The tier is a value on the company record, so it can also be used as a filter condition when building a segment of companies."},{heading:"Working the list",text:"The view behaves like the main companies list: search f
1ilters as you type, clicking a column header sorts by it, and clicking a row opens the company record with its contacts, deals, and activity."},{heading:"When an account is not in the view",text:"A company only appears here once it has been marked as a target account. If a company you expect is absent, switch back to the main companies list and confirm the record exists and is not archived before assuming the view is at fault."}],related:["search-filter-accounts","account-fields-reference","accounts-list"]},{slug:"troubleshoot-contacts-missing",title:"Contact is missing from the list",summary:"A contact you expect is not visible in your Contacts list.",path:"/crm/contacts",articleType:"troubleshoot",causes:[{heading:"The contact is archived",fix:"Click the Archived tab above the contacts list \u2014 deleting a contact moves it here rather than erasing it. If you find it, open the record and click Restore to bring it back to the active list."},{heading:"A saved view is filtering it out",fix:"Switch to a broader view of the contacts list to rule out an owner or property-based restriction from your current view. If the contact appears there, go back to your original view and widen the condition that was excluding it."},{heading:"The email on record doesn't match what you searched",fix:"Search the box above the list by just part of the email, or by name and company instead of the full address \u2014 a typo introduced at import or signup can make an exact match return nothing."},{heading:"It's a duplicate that got merged",fix:"Open Actions and choose Manage duplicates, or check the bulk bar's Merge button \u2014 if two records existed, the surviving record may now have a different ID than the one you're searching for."}],related:["understand-contact-model","import-contacts","search-filter-contacts"],group:"general",screenshotKey:"00164-crm-contacts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"troubleshoot-missing-account-contacts",title:"Contacts missing from an account record",summary:"When a contact you expect to see is not showing up on the company record.",path:"/crm/accounts/record/:id",articleType:"troubleshoot",causes:[{heading:"The contact's company association is blank or wrong",fix:"Contacts never roll up to a company automatically \u2014 the association has to be set explicitly. Open the missing contact's record, set the correct company link, and save. Return to the company record to confirm they appear."},{heading:"The company name was imported with inconsistent spelling",fix:"Slightly different spellings can create two separate company records instead of one. Open Data Quality, or Actions and choose Manage duplicates, on the companies list to find and merge them, or edit the stray contact so its company association points to the correct record."},{heading:"The contact was never created",fix:"Search Contacts for the person by name or email. If nothing turns up, they were never imported or manually added \u2014 create the contact first, then set their company association to link them to this company."},{heading:"A small mismatch in the underlying data",fix:"Open the missing contact's record and check its company association carefully \u2014 a mismatch introduced during an import can silently prevent the link. Correct it so it points exactly to this company and save."}],related:["account-record","contact-record","data-quality"],group:"general",screenshotKey:"00075-crm-accounts-btn-20",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"understand-contact-model",title:"Understanding the contact record",summary:"Contacts are the unified person records shown in the CRM Contacts list, counted as records.",path:"/crm/contacts",articleType:"understanding",body:[{heading:"What a contact record contains",text:"Each contact in the Contacts list represents one person, counted among your records. Fields on a contact can be filled in by the person themselves during event registration or signup, entered manually, or brought in through Import."},{heading:"Lifecycle stages and what they mean",text:"Many CRM workflows track where a contact stands in their relationship with your business using a stage-type property on the record. The exact values in use depend on how your workspace has configured that property, and it typically only changes when someone updates it or a workflow rule is configured to move it."},{heading:"Why contacts are unified across portals",text:"Contacts are deduplicated so the same person doesn't end up as two separate records. If duplicates do appear, the Actions menu's Manage duplicates tool, or the bulk bar's Merge button after selecting rows, will combine them."},{heading:"Enriched data and derived fields",text:"The Actions menu's Enrich all contacts option can backfill blank fields from third-party data, but it never overwrites a field that already has a value."}],related:["create-contact","search-filter-contacts","lifecycle-stages"],group:"general",screenshotKey:"00149-crm-contacts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"using-segments-in-campaigns",title:"Using a segment in an email campaign",summary:"Target your segment in outreach to reach the right audience.",path:"/crm/segments",articleType:"howto",steps:["Open the segment you want to use from CRM > Segments","Check the Used in facet to see where this segment is already referenced, such as existing campaigns or automations","From wherever your workspace sends campaigns, select this segment as the audience","Confirm the member count for this segment before sending","Send or schedule the outreach using your workspace's campaign tools"],related:["active-vs-static-segments","segment-analytics","export-segment-members"],group:"general",screenshotKey:"00154-crm-segments-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"using-task-templates",title:"Using task templates to create tasks faster",summary:"Apply a task template to prefill a task's details when creating one.",path:"/crm/contacts",articleType:"howto",steps:["Open a contact record and find its list of tasks","Start creating a new task","Select a saved template if your workspace has one set up","Confirm the task's details populate from the template","Edit any field if this specific task needs different wording or a different date","Save the task to add it to the contact's timeline"],related:["create-task-template","understanding-assets"],group:"general",screenshotKey:"00021-crm-contacts-btn-24",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"view-contact-record",title:"View and navigate a contact record",summary:"Open a contact record to see their profile, activity history, and engagement data.",path:"/crm/contacts/record/:id",articleType:"howto",steps:["In the Contacts list, click a contact's name or row to open their full record","Review the default view, which lays out identity and ke
1y details","Look for a section with a chronological history of emails, calls, notes, meetings, and other logged interactions","Check whether the record shows event registrations or attendance","Check whether the record shows segment or campaign membership","Look for a section listing every property on the record and its current value, including custom fields"],related:["edit-contact-details","log-contact-activity","contact-record-overview"],group:"general",screenshotKey:"00170-crm-contacts-main",category:"crm-contacts",categoryLabel:"CRM \xB7 Contacts"},{slug:"assign-task",title:"Assigning and reassigning tasks",summary:"Reassign who owns one or more tasks.",path:"/crm/tasks",articleType:"howto",steps:["Go to CRM > Tasks","Select the tasks you want to reassign","Open the reassignment menu","Choose a teammate's name, or choose Unassigned to clear the owner","Confirm the change"],related:["create-task","filter-tasks","complete-task"],group:"general",screenshotKey:"00146-crm-tasks-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"bulk-edit-deals",title:"Bulk actions on multiple deals",summary:"Reassign the owner of multiple deals at once using the Assign owner dialog.",path:"/crm/deals",articleType:"howto",steps:["Go to CRM > Deals","Select the deals you want to update","Click Assign owner","Choose a team member from the list, or choose Unassigned to clear the owner","Click Close to apply the change, or Cancel to back out"],related:["filter-deals-views","move-deal-stage","create-deal"],group:"general",screenshotKey:"00235-crm-deals-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"complete-task",title:"Marking tasks complete and bulk actions",summary:"Reschedule or delete tasks, one at a time or in bulk.",path:"/crm/tasks",articleType:"howto",steps:["Go to CRM > Tasks","Select the tasks you want to update","To reschedule, open the Reschedule dialog, set a New due date, and click Apply","To remove a task, click Delete \u2014 a 'Delete task?' dialog appears","Click Delete to confirm, or Cancel to keep the task"],related:["create-task","assign-task","filter-tasks"],group:"general",screenshotKey:"00009-crm-tasks-dd-0",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"create-deal",title:"Creating a deal",summary:"Add a new deal to your pipeline from the Deals screen.",path:"/crm/deals",articleType:"howto",steps:["Go to CRM > Deals from the sidebar","Click Create deal","Enter the deal's name, amount, and other details in the form","Choose an owner for the deal, or leave it assigned to yourself","Click Create deal to save it"],related:["deals-pipeline-overview","move-deal-stage","deal-stage-requirements"],group:"general",screenshotKey:"00113-crm-deals-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"create-quote",title:"Creating a quote",summary:"Create a new quote from the Quotes screen.",path:"/crm/quotes",articleType:"howto",steps:["Go to CRM > Quotes","Click New quote","Wait while the button shows Creating\u2026","Fill in the quote's details once it's created","Check the quotes list to confirm the new quote is there with the Status you expect"],related:["understanding-quotes","send-quote","quote-to-deal"],group:"general",screenshotKey:"00141-crm-quotes-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"create-task",title:"Creating a task",summary:"Create a follow-up reminder from the Tasks screen.",path:"/crm/tasks",articleType:"howto",steps:["Go to CRM > Tasks","Click Create task","Fill in the task's details","Click Create task to save it"],related:["assign-task","task-status-priority","tasks-overview"],group:"general",screenshotKey:"00004-crm-tasks-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"deals-pipeline-overview",title:"Understanding deal pipelines and stages",summary:"How deals move through stages, and what the Deals screen tracks about your pipeline.",path:"/crm/deals",articleType:"understanding",body:[{heading:"What a deal pipeline is",text:"A pipeline is a sequence of stages that a deal moves through as it progresses toward being won or lost. The Deals screen lists your deals and lets you track where each one stands."},{heading:"Why stages matter",text:"Every deal sits in one stage at a time. The Deals screen shows summary stats across your pipeline \u2014 Total:, Weighted:, Count:, and Avg. deal age: \u2014 so a deal's stage and progress are reflected in these numbers as it moves forward."},{heading:"Changing a deal's stage",text:"You can move a deal to a different stage from its record using the Change stage dialog, or set a specific close date for a deal with the Set close date dialog."},{heading:"Deal ownership",text:"Each deal has an owner. Use the Assign owner dialog to change who owns a deal, choosing a team member or setting it to Unassigned."}],related:["create-deal","move-deal-stage","filter-deals-views"],group:"general",screenshotKey:"00221-crm-deals-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deal
1s"},{slug:"filter-deals-views",title:"Filtering and organising deals with views",summary:"Find specific deals in your list, and retry loading if the list fails to load.",path:"/crm/deals",articleType:"howto",steps:["Go to CRM > Deals","Use the available filtering options on the Deals screen to narrow down the deals list","Review the deals count shown for your current filter","Click Analytics & forecast to see pipeline-wide trends instead of the individual deals list","If the list fails to load, click Retry"],related:["deals-pipeline-overview","create-deal","bulk-edit-deals"],group:"general",screenshotKey:"00233-crm-deals-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"filter-tasks",title:"Filtering and searching tasks",summary:"Narrow down your tasks list to find what you need.",path:"/crm/tasks",articleType:"howto",steps:["Go to CRM > Tasks","Use the available filtering options on the Tasks screen to narrow the list","Review the tasks count shown for your current filter","Clear your filters to return to the full tasks list"],related:["tasks-overview","saved-views","complete-task"],group:"general",screenshotKey:"00147-crm-tasks-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"move-deal-stage",title:"Moving deals between stages",summary:"Progress a deal to its next stage using the Change stage dialog.",path:"/crm/deals",articleType:"howto",steps:["Go to CRM > Deals","Open the deal you want to move","Click Change stage","Select the new stage for the deal","Click Close to confirm the change"],related:["deals-pipeline-overview","deal-stage-requirements","filter-deals-views"],group:"general",screenshotKey:"00222-crm-deals-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"quote-engagement",title:"Troubleshooting quote tracking issues",summary:"A quote's list entry or its linked records do not look right.",path:"/crm/quotes",articleType:"troubleshoot",causes:[{heading:"The quotes list won't load",fix:"If the Quotes screen shows 'Couldn't load quotes.', click Retry. If it keeps failing, wait a moment and try again."},{heading:"Check the quote's Status",fix:"Open the quote and check its Status column value to confirm whether it reflects what you expect."},{heading:"Confirm the quote is linked to the right Buyer",fix:"Open the quote and check the Buyer column shows the correct contact for who should be receiving it."},{heading:"Confirm the quote is linked to the right Deal",fix:"Check the Deal column on the quote to make sure it's tied to the deal you expect, and that the Total matches what you agreed."}],related:["understanding-quotes","send-quote","create-quote"],group:"general",screenshotKey:"00269-crm-quotes-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"quote-to-deal",title:"Converting a quote to a deal",summary:"See how an accepted quote relates back to its deal.",path:"/crm/quotes",articleType:"howto",steps:["Go to CRM > Quotes","Open the quote you want to review","Check the Deal column to confirm which deal it's linked to","Open that deal from CRM > Deals to see its current stage","Use Change stage on the deal if the quote has moved things forward"],related:["understanding-quotes","create-quote","quote-engagement"],group:"general",screenshotKey:"00265-crm-quotes-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"send-quote",title:"Sending a quote to a contact",summary:"Share a quote so your contact can review it.",path:"/crm/quotes",articleType:"howto",steps:["Go to CRM > Quotes","Open the quote you want to send","Confirm the Buyer and Deal shown for the quote are correct","Send the quote to your contact using the option available on the quote","Check the Status column afterwards to confirm it updated"],related:["understanding-quotes","quote-engagement","quote-to-deal"],group:"general",screenshotKey:"00258-crm-quotes-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"task-status-priority",title:"Task status and priority levels",summary:"Reference for the confirmed fields, dialogs, and options you'll see while managing tasks.",path:"/crm/tasks",articleType:"reference",options:[{name:"New due date",description:"The field used in the Reschedule dialog to set when a task is due; confirm the change with Apply."}
1,{name:"Unassigned",description:"An option in the reassignment menu that clears a task's owner."},{name:"Delete task?",description:"The confirmation dialog shown before a task is removed; click Delete to confirm or Cancel to keep it."},{name:"Apply",description:"Confirms a reschedule after picking a New due date in the Reschedule dialog."},{name:"Cancel",description:"Backs out of a dialog, such as reassigning or rescheduling a task, without making a change."}],related:["create-task","complete-task","filter-tasks"],group:"general",screenshotKey:"00007-crm-tasks-btn-0",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"tasks-overview",title:"Understanding tasks in the CRM",summary:"Understand what a task is and how it's tracked in the CRM.",path:"/crm/tasks",articleType:"understanding",body:[{heading:"What a task is",text:"A task is a follow-up reminder created from the Tasks screen. Once created, it appears in your tasks list."},{heading:"Creating and reassigning tasks",text:"Click Create task to add a new one. To change who owns a task, use the reassignment menu, which includes an Unassigned option to clear the owner."},{heading:"Rescheduling a task",text:"Open the Reschedule dialog, set a New due date, and click Apply to confirm, or Cancel to back out without changing it."},{heading:"Deleting a task",text:"Deleting a task shows a 'Delete task?' confirmation \u2014 click Delete to confirm or Cancel to keep it."}],related:["create-task","assign-task","complete-task"],group:"general",screenshotKey:"00148-crm-tasks-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"understanding-quotes",title:"Understanding quotes",summary:"Understand what information the Quotes list tracks for each quote.",path:"/crm/quotes",articleType:"understanding",body:[{heading:"What a quote is",text:"A quote is its own record, listed on the Quotes screen alongside your other quotes."},{heading:"What the Quotes list shows",text:"Each row in the list shows the quote's Name, Number, Status, Buyer, Deal, Total, and Updated columns, so you can see who it's for, what deal it's tied to, and its current value at a glance."},{heading:"Quote status",text:"The Status column reflects where a quote currently stands. If the list can't load, you'll see the message 'Couldn't load quotes.' along with a Retry button."},{heading:"Quotes and deals",text:"The Deal column links each quote back to the deal it was created for, and the Total column reflects the quote's value."}],related:["create-quote","send-quote","quote-to-deal"],group:"general",screenshotKey:"00246-crm-quotes-main",category:"crm-deals",categoryLabel:"CRM \xB7 Deals"},{slug:"assets",title:"Assets tab reference",summary:"What each tab in Assets holds, so you know where a file or a template will be.",path:"/crm/assets",articleType:"reference",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing",group:"general",screenshotKey:"00001-crm-assets-main",options:[{name:"Files",description:"Documents uploaded across your hosted events, with filters to narrow the list to one event."},{name:"Images",description:"Photos and image material from your events, kept separate from documents."},{name:"Deal files",description:"Files attached to deals in your sales pipeline, shown in one place rather than deal by deal."},{name:"Email templates",description:"Email templates saved by your team, alongside any built-in starting points shared with everyone."},{name:"Task templates",description:"Reusable task starters your team can apply when creating a task on a contact or a deal."}],related:["understanding-assets","email-templates-overview","using-email-templates"]},{slug:"call-setup",title:"Sender phone numbers and Call Setup",summary:"The phone numbers an SMS can send from, where they are configured, and what each verification state means.",path:"/crm/marketing/sms",articleType:"reference",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing",group:"general",screenshotKey:"00220-crm-marketing-sms-main",options:[{name:"Senders tab",description:"Lists the phone numbers available to send from, with the current state of each one."},{name:"Sender phone number",description:"The number a message sends from, chosen while you build the send."},{name:"Call Setup in CRM settings",description:"Where sender phone numbers are configured, reached from Settings in the CRM."},{name:"Pending verification",description:"The number has been added but is not usable yet, so a send using it will not go out."}
1,{name:"Unverified",description:"The number has not been through verification at all and cannot be used until it has."},{name:"Opt-outs tab",description:"Contacts who have unsubscribed from SMS; they are skipped automatically and have to opt back in themselves."}],related:["create-sms-campaign","sms-campaigns-overview","sms-campaign-not-sending"]},{slug:"compose-email-templates",title:"Writing a message from a saved template",summary:"Start a message in the Mail module from an email template you have already saved in Assets.",path:"/crm/marketing/inbox",articleType:"howto",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing",group:"general",screenshotKey:"00156-crm-marketing-inbox-main",steps:["Check the Email templates tab in Assets for a saved template that fits the message you need to send","In the Inbox, open the Mail module and click New message","Select a saved template if your workspace has one set up in the composer; otherwise open the template in Assets and reuse its subject line and body copy in the message","Edit the wording so it reads as a message to this particular recipient rather than the send the template was written for",'Check which mailbox the message will go out from under "Whose mail is this", then click Send'],related:["compose-send-email","create-email-template","email-templates-overview"]},{slug:"compose-send-email",title:"Compose and send an email",summary:"Start a new message from the Inbox's Mail module and send it.",path:"/crm/marketing/inbox",articleType:"howto",steps:["In the Inbox, open the Mail module and click New message","Enter the recipient's address, add a subject, and write your message in the body","Use the formatting tools to style the text, then attach any files you need",'If you manage more than one mailbox, check which mailbox \u2014 shown under "Whose mail is this" \u2014 the message will send from',"Click Send to deliver the message immediately"],related:["compose-email-templates","inbox-organization","manage-email-drafts"],group:"general",screenshotKey:"00066-crm-marketing-inbox-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"create-email-campaign",title:"Creating and sending an email campaign",summary:"Write and send an email from Marketing Email using Create email.",path:"/crm/marketing/email",articleType:"howto",steps:["Go to Marketing Email and click Create email","Give the email a name and choose who it should go to","Write the subject line and build the body content in the editor","Save your work, then schedule it for a later date or send it right away","Afterward, use the row menu on the email in the list \u2014 Duplicate, Unschedule (back to draft), or Delete \u2014 to manage it"],related:["email-campaign-targeting","email-templates","inbox"],group:"general",screenshotKey:"00077-crm-marketing-email-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"create-email-template",title:"Creating an email template",summary:"Save an email design in Assets so you can reuse it later.",path:"/crm/assets",articleType:"howto",steps:["Go to Assets and click the Email templates tab","Start a new template","Give it a name, write the subject line, and write the body copy in the editor","Edit the content so it matches what you want to reuse","Save the template so it appears in the Email templates tab going forward"],related:["understanding-assets","email-templates-overview","using-email-templates"],group:"general",screenshotKey:"00147-crm-assets-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"create-sms-campaign",title:"Creating and sending an SMS campaign",summary:"Build and send a text message from the SMS page's Campaigns tab.",path:"/crm/marketing/sms",articleType:"howto",steps:["Go to SMS and open the Campaigns tab","Check the Senders tab first to make sure you have a verified number to send from","Click Send SMS to start building your message","Choose your audience and write the message","Send it now, or set it up to go out later","Contacts who've unsubscribed appear under Opt-outs and are skipped automatically"],related:["sms-merge-tokens","
1sms-audience-selection","call-setup"],group:"general",screenshotKey:"00096-crm-marketing-sms-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"create-task-template",title:"Creating a task template",summary:"Build a reusable task starter in the Task templates tab of Assets.",path:"/crm/assets",articleType:"howto",steps:["Go to Assets and click the Task templates tab","Start a new template","Give it a name, for example one describing the follow-up it's for","Fill in the details you want every task created from this template to start with","Save the template so it's available whenever anyone creates a task on a contact or deal"],related:["understanding-assets","using-task-templates"],group:"general",screenshotKey:"00152-crm-assets-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"email-campaign-delivery-issues",title:"Email campaign not sending or delivering",summary:"An email is not reaching your audience: what Marketing Email's list and health panel tell you.",path:"/crm/marketing/email",articleType:"troubleshoot",causes:[{heading:"Check whether the email was actually sent",fix:"Go to Marketing Email and use the search (search name or subject) to find the email. If it's still a draft, open it and send it; if it shows as sent with very few recipients, the audience chosen was too small rather than delivery having failed."},{heading:"It's stuck as scheduled",fix:"If the email is scheduled rather than sent, use the row menu's Unschedule (back to draft) option to pull it back to draft, review it, and send it again."},{heading:"Check your sending reputation",fix:'Open the "Email health \u2014 your real sending reputation" panel and review "Deliverability rates vs benchmark" to see whether your delivery rates are unusually low, and check the Recommendations section for suggested fixes.'},{heading:"You deleted the wrong email",fix:'Deleting an email asks you to confirm with a "Delete email?" prompt \u2014 if an expected email is missing entirely, check whether it was deleted rather than never sent.'}],related:["create-email-campaign","email-marketing-settings","inbox"],group:"general",screenshotKey:"00169-crm-marketing-email-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"email-campaign-targeting",title:"Understanding email campaign targeting",summary:"The audience you choose for an email controls exactly who receives it.",path:"/crm/marketing/email",articleType:"understanding",body:[{heading:"What targeting is",text:"Targeting sets exactly who receives a given email \u2014 only the contacts included in the chosen audience at send time get the message."},{heading:"Choosing an audience",text:"When you create an email from Marketing Email, you choose who it should go to before writing the content, so the audience is settled before you finish building the send."},{heading:"Checking what was sent",text:"You can find any email you've created by searching name or subject from Marketing Email, and use the row menu \u2014 Duplicate, Unschedule (back to draft), or Delete \u2014 to adjust it before or after it sends."}],related:["create-email-campaign","segments","inbox"],group:"general",screenshotKey:"00163-crm-marketing-email-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"email-not-appearing-inbox",title:"Email not appearing in Inbox",summary:"A message you expect is missing from the Mail module.",path:"/crm/marketing/inbox",articleType:"troubleshoot",causes:[{heading:"It was moved to Spam, Closed, or Trash",fix:"Check the conversation's current status \u2014 a bulk-move action may have already sent it to Closed, Spam (Panelist only), or Trash (Panelist only). Use the bulk-move actions to move it back, or Unsnooze it if it was snoozed."},{heading:"You're viewing the wrong mailbox",fix:`The "Whose mail is this" control may be scoped to a mailbox that didn't receive the message. Switch it to the mailbox the email was actually sent to.`},{heading:"A Team or Workflow filter is hiding it",fix:"Check the Teams and Workflow filters in the team rail for a lingering selection from a previous session, and clear it to see the full conversation list."},{heading:"It matches a saved search that excludes it",fix:`If you're viewing a saved search \u2014 for example something like "from:acme.com is:unread" \u2014 the message may simply not match those criteria. Clear the search f
1ield to see everything again.`}],related:["inbox-organization","filter-search-inbox","compose-send-email"],group:"general",screenshotKey:"00184-crm-marketing-inbox-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"email-templates",title:"Using templates in email campaigns",summary:"Reuse a saved email template from Assets when creating an email in Marketing Email.",path:"/crm/marketing/email",articleType:"howto",steps:["Go to Marketing Email and click Create email","Choose a saved template from the Email templates tab in Assets to load its layout and copy","Edit the text, images and links so the content matches this specific send","Save your changes as a new template in Assets if you want to reuse this version later"],related:["create-email-campaign","assets","inbox"],group:"general",screenshotKey:"00176-crm-marketing-email-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"email-templates-overview",title:"Event templates and the CRM catalogue",summary:"Email templates in Assets can come from your own events or from built-in starting points shared with your team.",path:"/crm/assets",articleType:"understanding",body:[{heading:"Where templates come from",text:"The Email templates tab in Assets can hold templates you've saved yourself, alongside built-in templates made available as shared starting points for your whole team."},{heading:"Editing and reusing templates",text:"Open a template from the Email templates tab to review or revise its subject and body before reusing it, so the content matches your next send."},{heading:"Where templates are used",text:"Saved templates in the Email templates tab give you a starting point instead of writing an email from a blank editor."}],related:["create-email-template","understanding-assets","using-email-templates"],group:"general",screenshotKey:"00148-crm-assets-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"filter-search-inbox",title:"Filter and search your Inbox",summary:"Find conversations using search, saved searches, and the team rail's filters.",path:"/crm/marketing/inbox",articleType:"howto",steps:['In the Mail module, use the search field to look for a conversation \u2014 you can type a plain search or a structured query like "from:acme.com is:unread"',`Use "Whose mail is this" to switch which mailbox you're viewing`,"Use the Teams and Workflow filters in the team rail to narrow the list to conversations owned by a specific team or step in your workflow","Select a conversation and use the bulk-move actions to move it to Open, Closed, Spam (Panelist only), Trash (Panelist only), or to Unsnooze it",'Apply a label using "Label to apply" to keep related conversations easy to find later'],related:["inbox-organization","compose-send-email","manage-inbox-folders"],group:"general",screenshotKey:"00168-crm-marketing-inbox-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"find-event-files-and-images",title:"Finding files and images across your events",summary:"Access files and images uploaded to your hosted events from the Assets hub.",path:"/crm/assets",articleType:"howto",steps:["Go to Assets from the sidebar","Click the Files tab to browse documents uploaded across your hosted events","Click the Images tab instead to view photos and image materials from your events","Use the available filters to narrow the list down to a specific event","Open a row to view or download the file"],related:["understanding-assets","email-templates-overview","create-email-template"],group:"general",screenshotKey:"00001-crm-assets-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"inbox",title:"Understanding the Inbox",summary:"The Inbox is where email is written, received and answered inside the CRM, grouped into conversations rather than single messages.",path:"/crm/marketing/inbox",articleType:"understanding",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing",group:"general",screenshotKey:"00187-crm-marketing-inbox-main",body:[{heading:"What the Inbox is",text:"The Inbox is the part of the CRM where email lives. Messages are grouped into conversations rather than filed one at a time, and those conversations sit in the Mail module, the first entry in the left module rail. The rail's other entries - Calendar, Contacts, Tasks, Settings, Notes, Reporting and Audit log - are separate modules that sit beside Mail rather than
1inside it."},{heading:"How the Inbox differs from Marketing Email",text:"Marketing Email, at /crm/marketing/email, is for building an email for a chosen audience and either scheduling it or sending it. The Inbox is for individual messages: one recipient, one subject, one conversation. If you need to follow up with a single person rather than a list, write the message from the Mail module instead of creating a campaign for it."},{heading:"Shared rather than personal",text:'The "Whose mail is this" control decides which mailbox you are looking at. The Teams and Workflow filters in the team rail narrow the list further, so a mailbox several people work out of can be split between whoever is responsible for each part.'},{heading:"Statuses instead of folders",text:"A conversation carries a status rather than sitting in a fixed folder. Using the bulk-move actions you can send it to Open, Closed, Spam (Panelist only) or Trash (Panelist only), or Unsnooze it to bring it back into the active view. Spam and Trash apply within Panelist and do not change how your underlying mailbox provider handles the message."}
1,{heading:"Finding a conversation again",text:'The search field takes a plain search or a structured query such as "from:acme.com is:unread", and a search you expect to run often can be saved and returned to later. Applying a label using the "Label to apply" control is the other way to keep related conversations together.'}],related:["inbox-organization","compose-send-email","filter-search-inbox"]},{slug:"inbox-organization",title:"Understanding Inbox organisation",summary:"How the Inbox is organised by module, team and conversation status.",path:"/crm/marketing/inbox",articleType:"understanding",body:[{heading:"The Mail module and its neighbors",text:"The Inbox's left module rail groups your work into Mail, Calendar, Contacts, Tasks, Settings, Notes, Reporting, and Audit log. Mail holds your conversations; the other entries are separate modules for scheduling, contact records, follow-up tasks, configuration, notes, reporting, and a log of activity."},{heading:"Whose mail is this, Teams, and Workflow",text:'The team rail alongside your conversation list carries the "Whose mail is this" control, which sets the mailbox you are viewing. It also filters by Teams and by Workflow, so a shared mailbox can be split between whoever is responsible for each part.'},{heading:"Conversation status",text:"Conversations move between statuses rather than living in fixed folders. Using the bulk-move actions you can send a conversation to Open, Closed, Spam (Panelist only), Trash (Panelist only), or Unsnooze it, which changes where it shows up in the list."},{heading:"Labels and saved searches",text:'You can apply a label to a conversation using the "Label to apply" control, and save a search \u2014 for example something like "from:acme.com is:unread" \u2014 to quickly return to a filtered view later.'},{heading:"Forwarding and assigning",text:`A conversation can be forwarded to one or more addresses using the "Forward to \u2014 paste or type one or more addresses" field, or handed to a colleague by entering their name or address in the "Teammate's n
1ame or address" field.`}],related:["compose-send-email","filter-search-inbox","manage-inbox-folders"],group:"general",screenshotKey:"00156-crm-marketing-inbox-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"manage-email-drafts",title:"Working on an unsent message",summary:"Keep and return to a message you have started in the Mail module but have not sent yet.",path:"/crm/marketing/inbox",articleType:"howto",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing",group:"general",screenshotKey:"00066-crm-marketing-inbox-main",steps:["In the Inbox, open the Mail module and click New message to start writing","Write as much of the message as you have - nothing reaches the recipient until you click Send","Leave the message without sending if you are not ready; it stays unsent rather than going out partly written","Use the search field in the Mail module to find the message again, searching on the subject or the recipient's address",'Open it, finish the content, confirm the mailbox shown under "Whose mail is this" is the one you want to send from, and click Send'],related:["compose-send-email","filter-search-inbox","inbox-organization"]},{slug:"manage-inbox-folders",title:"Inbox folder reference",summary:"Understand the statuses a conversation can be moved to in the Mail module.",path:"/crm/marketing/inbox",articleType:"reference",options:[{name:"Open",description:"The default state for a conversation that still needs attention."},{name:"Closed",description:"Marks a conversation as resolved; it's moved out of the active view but stays searchable."},{name:"Spam (Panelist only)",description:"Flags a conversation as spam within Panelist without affecting your underlying mailbox provider's own spam handling."},{name:"Trash (Panelist only)",description:"Removes a conversation from view within Panelist without deleting it from your underlying mailbox provider."},{name:"Unsnooze",description:"Brings a previously snoozed conversation back into the active view."}],related:["inbox-organization","filter-search-inbox","email-not-appearing-inbox"],group:"general",screenshotKey:"00185-crm-marketing-inbox-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"sms-audience-selection",title:"Choosing an audience for SMS",summary:"Ways to choose who receives a message sent from Quick send or Campaigns.",path:"/crm/marketing/sms",articleType:"reference",options:[{name:"A saved group of contacts",description:"Send to a group of contacts you've already set up elsewhere in the CRM, so the same audience can be reused across sends."},{name:"An uploaded list",description:"Send to a list of phone numbers uploaded for a single send, useful for a one-time group you won't message the same way again."},{name:"Numbers entered directly",description:"Type or paste individual phone numbers directly, best for a quick send to a small handful of people."}],related:["create-sms-campaign","sms-campaigns-overview"],group:"general",screenshotKey:"00204-crm-marketing-sms-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"sms-campaign-not-sending",title:"An SMS campaign that will not send",summary:"An SMS will not send, or reaches only some of the recipients.",path:"/crm/marketing/sms",articleType:"troubleshoot",causes:[{heading:"Sender number isn't verified",fix:"Open the Senders tab and check the status of the number you're trying to send from. An unverified number can't be used to send until it's verified there."},{heading:"Phone numbers in the audience are malformed",fix:"Review the audience for the message \u2014 missing country codes or extra characters in a number can prevent delivery to that recipient specifically."},{heading:"Contacts are suppressed by opt-out",fix:"Check the Opt-outs tab \u2014 contacts listed there have unsubscribed from SMS previously and are skipped automatically. They have to opt back in themselves."},{heading:"A personalisation field is empty",fix:"If a message shows a blank or literal placeholder instead of a filled-in value, the contact is missing that field on their record. Fill in the field or leave that contact out of the audience."},{heading:"The whole send failed, not just a few numbers",fix:"If nothing sent at all rather than a handful of numbers failing, check the Senders tab for the number's status, and if it's verified, the issue is likely on the carrier side rather than something to fix in Panelist."}],related:["create-sms-campaign","sms-campaigns-overview","call-setup"],group:"general",screenshotKey:"00216-crm-marketing-sms-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"sms-campaigns-overview",title:"How SMS campaigns work",summary:"SMS is organised into Messages, Quick send, Campaigns, Senders, and Opt-outs.",path:"/crm/marketing/sms",articleType:"understanding",body:[{heading:"The SMS tabs",text:"The SMS page is organised into five tabs. Messages holds your conversation history and Quick send fires a one-off text. Campaigns covers a bulk send to an audie
1nce, Senders lists the numbers you can send from, and Opt-outs holds contacts who have unsubscribed."},{heading:"Sending a message",text:"The Send SMS button starts a new outgoing message. Depending on which tab you're in, that can be a quick one-off text or a full campaign to a chosen audience."},{heading:"Senders",text:"The Senders tab lists the phone numbers available to send from. A number must be verified before it can be used to send."},{heading:"Opt-outs",text:"The Opt-outs tab tracks contacts who've unsubscribed from SMS. Panelist skips them automatically on future sends; they have to opt back in themselves."}],related:["create-sms-campaign","sms-merge-tokens","inbox"],group:"general",screenshotKey:"00177-crm-marketing-sms-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"sms-merge-tokens",title:"Using personalisation tokens in SMS",summary:"Personalise an SMS message so each recipient sees their own details.",path:"/crm/marketing/sms",articleType:"howto",steps:["Open a message from Quick send or Campaigns and click into the message body","Insert a personalisation field for something like the recipient's first name where you want it to appear","Build the rest of the message around that field, for example a greeting followed by your event details","Before sending, check any preview available for the message and confirm the personalised value is filled in rather than left blank","If a personalised value looks missing for some recipients, check that contact's record for the field you're relying on"],related:["create-sms-campaign","sms-campaigns-overview"],group:"general",screenshotKey:"00185-crm-marketing-sms-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"understanding-assets",title:"Understanding your Assets hub",summary:"Assets is the central place for reusable material across your events \u2014 files, templates and more.",path:"/crm/assets",articleType:"understanding",body:[{heading:"What Assets is",text:"Assets is a centralized library for reusable material across your hosted events and CRM work, organised into tabs: Files, Images, Deal files, Email templates, and Task templates."},{heading:"Files and Images",text:"Material uploaded to a hosted event appears here. The Files tab and the Images tab split that material by type, so documents and photos each have their own view."},{heading:"Email templates",text:"The Email templates tab holds email templates you can reuse \u2014 some saved from your own events, alongside any built-in starting points made available to your whole team."},{heading:"Task templates",text:"The Task templates tab holds reusable task starters your team can apply when creating tasks on contacts or deals, so you don't have to fill in the same details from scratch every time."},{heading:"Deal files",text:"Files attached to deals in your sales pipeline show up in the Deal files tab, so you can see what's attached to which deal without opening every deal record individually."}],related:["find-event-files-and-images","create-email-template","create-task-template"],group:"general",screenshotKey:"00146-crm-assets-main",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing"},{slug:"using-email-templates",title:"Using a saved email template",summary:"Reuse an email template from the Email templates tab in Assets instead of writing the same message again.",path:"/crm/assets",articleType:"howto",category:"crm-marketing",categoryLabel:"CRM \xB7 Marketing",group:"general",screenshotKey:"00148-crm-assets-main",steps:["Go to Assets and click the Email templates tab","Find the template you want - the tab holds templates your team has saved alongside any built-in starting points made available to everyone","Open the template and review its subject line and body copy before you reuse them","Edit the content so it matches the send you are working on rather than the one the template was written for","Save the edited version as a new template if you want to keep both, so the original stays available to the rest of the team"],related:["create-email-template","email-templates-overview","understanding-assets"]},{slug:"add-payment-method",title:"How to add a payment method",summary:"Store a card or bank account for automatic billing in Account & Billing.",path:"/crm/settings/account-billing",articleType:"howto",steps:["Open Settings > Account & Billing","Find the payment methods area","Add a new payment method once billing is connected for your account","Enter your card or bank account details","S
1ave it as the method charged on future invoices"],related:["understand-account-billing","troubleshoot-billing-issues","view-usage-limits"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00870-crm-settings-account-billing-main"},{slug:"api-authentication",title:"API authentication and security",summary:"How to securely create, manage, and rotate API keys under API & Webhooks.",path:"/crm/settings/developer",articleType:"howto",steps:["Open Settings > API & Webhooks","Under API keys, click Create key","In the Create API key dialog, enter a Name, such as 'e.g. Zapier integration', so you can identify it later","Set the Scopes for what the key should be allowed to do","Create the key and use Copy to save its value somewhere secure \u2014 it won't be shown in full again","Send the key with requests from your external application","To rotate a key, create a new one, switch your application to it, then use Revoke on the old key's row \u2014 its status chip changes from Active to Revoked"],related:["set-up-webhook","understand-api-webhooks","webhook-troubleshooting"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00869-crm-settings-developer-main"},{slug:"api-webhooks-custom",title:"Custom integrations with API and webhooks",summary:"Create an API key and register a webhook under API & Webhooks to build a custom integration.",path:"/crm/settings/integrations",articleType:"howto",steps:["Open Settings > API & Webhooks","Under API keys, click Create key","In the Create API key dialog, give it a Name and set its Scopes","Copy the key value once it's created \u2014 it won't be shown again","Under Webhooks, click Create webhook and enter the Target URL your endpoint exposes, e.g. https://example.com/hooks/panelist","Choose the Events to subscribe to and save","Trigger the event in the CRM and check Recent deliveries to confirm it arrived"],related:["understanding-integrations","available-integrations"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00868-crm-settings-integrations-main"},{slug:"archive-properties",title:"Archiving and deleting properties",summary:"Remove properties from active use or delete them permanently.",path:"/crm/settings/properties",articleType:"troubleshoot",causes:[{heading:"Archiving a property keeps its data",fix:"From Properties in Settings, find the property and archive it. It disappears from tables and forms, but the stored values are kept. If it's used elsewhere \u2014 a saved view, a filter, a campaign \u2014 you'll be warned before confirming."},{heading:"Restoring an archived property",fix:"Look for archived properties in Settings > Properties and restore the one you need. It returns to active use with its stored values intact."},{heading:"Deleting a property permanently",fix:"A property has to be archived before it can be deleted outright. Deleting it removes both the field definition and every value stored in it, and can't be undone, so make sure nothing still depends on it first."},{heading:"A property won't archive because it's in use",fix:"If you're warned that other parts of the CRM depend on the property \u2014 a saved view, a filter, a campaign \u2014 remove those references first, or confirm anyway if you're sure the usage is no longer needed."}],related:["create-custom-property","property-groups","understand-properties"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00865-crm-settings-properties-main"},{slug:"archived-properties",title:"Finding and restoring archived properties",summary:"Archived properties keep their stored values, and can be brought back into active use from Properties in Settings.",path:"/crm/settings/properties",articleType:"howto",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",group:"general",screenshotKey:"00865-crm-settings-properties-main",steps:["Open Settings > Properties and choose the record type you are working with","Look for archived properties \u2014 they no longer appear in tables, filters, or forms, but their stored values are kept","Open the archived property you are interested in to check what it held","Restore it to return it to active use with its stored values intact","Once restored, confirm it is back in the group you expect, and move it to a different group if needed"],related:["archive-properties","property-groups","understand-properties"]},{slug:"available-integrations",title:"Integration options available in Settings",summary:"What you can connect from the Integrations section of Settings, and what each connection covers.",path:"/crm/settings/integrations",articleType:"reference",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",group:"general",screenshotKey:"00868-crm-settings-integrations-main",options:[{name:"Email and calendar connection",description:"A one-time sign-in with your provider that lets Panelist send mail, log activity to contact records, and sync calendar invites."},{name:"Hugo learning how you write",description:"An optional setting, separate from the mailbox connection, that lets Hugo read your past sent mail so it can draft in your tone."},{name:"API keys",description:"Created under Settings > API & Webhooks with a Name and a set of Scopes, for programmatic access to your CRM data."},{name:"Webhooks",description:"Registered under Settings > API & Webhooks with a Target URL and the Events to subscribe to, so Panelist can push event data to your own endpoint."},{name:"Recent deliveries",description:"The delivery log for a webhook, used to confirm that an event actually reached your endpoint."}
1,{name:"Integrations shown as not yet available",description:"Listed on the Integrations page with their connect option disabled until that integration is ready."}],related:["understanding-integrations","connect-email-calendar","api-webhooks-custom"]},{slug:"configure-task-defaults",title:"Set your task defaults and follow-up rules",summary:"Set the due date, time, reminder, and follow-up prompts that apply to every new task you create.",path:"/crm/settings/general",articleType:"howto",steps:["Open Settings > General","Find your task defaults","Set a default due date and time that pre-fills on new tasks","Choose a reminder preference","Turn on prompts to create a follow-up task when you complete a task or disqualify a lead, if you want them","Changes save automatically"],related:["set-up-crm-profile","connect-email-crm","understanding-crm-preferences"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"connect-calendar-crm",title:"Connect your calendar for meetings",summary:"Link the same mailbox you use for CRM email to your calendar so meeting invites send from your own account.",path:"/crm/settings/general",articleType:"howto",steps:["Open Settings > General","Find the option to connect your calendar","Sign in with the same account you used to connect your email \u2014 calendar sync uses that same mailbox","Approve the calendar permissions your provider asks for","Schedule a meeting from a contact or deal record to confirm invites now send from your connected account","To switch accounts, disconnect first, then reconnect with the new one"],related:["connect-email-crm","set-up-crm-profile"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"connect-email-calendar",title:"Connect your email and calendar",summary:"Link your email and calendar so the CRM can send email, log activity, and sync invites, under Integrations.",path:"/crm/settings/integrations",articleType:"howto",steps:["Open Settings > Integrations","Find the option to connect your email and calendar","Choose your provider and sign in","Approve the permissions requested so Panelist can send mail and manage calendar events","Once connected, send a test email from a contact record to confirm it logs to that contact","To switch accounts, disconnect first, then reconnect with the new one"],related:["available-integrations","hugo-get-to-know-me","api-webhooks-custom"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00868-crm-settings-integrations-main"},{slug:"connect-email-crm",title:"Connect your email to the CRM",summary:"Link your mailbox to send and log emails from the CRM under General.",path:"/crm/settings/general",articleType:"howto",steps:["Open Settings > General","Find the option to connect your email","Choose your email provider and sign in to authorise the connection","Once connected, send and log email from contact records \u2014 the connection stays active until you disconnect it"],related:["set-up-crm-profile","connect-calendar-crm","configure-task-defaults"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"create-custom-property",title:"Creating a custom property",summary:"Add a new field to store data on contacts, companies, deals, or other records.",path:"/crm/settings/properties",articleType:"howto",steps:["Open Settings > Properties","Choose the record type you want to add a field to","Start creating a new property","Give it a label and choose the type of data it should hold \u2014 text, number, date, a dropdown of options, and so on","Set who should be able to view or edit it","Save the new property"],related:["property-groups","property-access-levels","archive-properties"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00865-crm-settings-properties-main"},{slug:"create-new-pipeline",title:"Create a new pipeline",summary:"Build a new pipeline with named stages so deals move through a sales process that matches your team.",path:"/crm/settings/pipelines",articleType:"howto",steps:["Open Settings > Pipelines","Start a new pipeline","Give it a name","Add the stages deals should move through, in the order they happen","Set a win probability per stage if you want forecasting to weight by stage","Save the pipeline","Open Deals and switch to the new pipeline to confirm the stages match what you set up"],related:["customize-pipeline-stages","understand-pipelines","pipeline-configuration-options"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00866-crm-settings-pipelines-main"},{slug:"customize-pipeline-stages",title:"Add or modify pipeline stages",summary:"Rename, reorder, or delete stages in an existing pipeline to match how your team actually sells.",path:"/crm/settings/pipelines",articleType:"howto",steps:["Open Settings > Pipelines and select the pipeline you want to change","Rename a stage, or add a new one","Give stages names that describe deal status rather than a generic number","Set a win probability per stage if forecasting should weight it","Reorder stages into the sequence deals actually move through","Removing a stage moves any deals in it to the nearest earlier stage, so check the board afterwards","Save the pipeline \u2014 the change is live on the Deals board immediately"],related:["create-new-pipeline","understand-pipelines","pipeline-configuration-options"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00866-crm-settings-pipelines-main"},{slug:"deal-stage-requirements",title:"Configuring required fields for stages",summary:"Set which deal fields must be filled
1in before a deal can move to a stage.",path:"/crm/settings/properties",articleType:"reference",options:[{name:"Required fields per stage",description:"Configured from Properties in Settings; determines which fields must have a value before a deal can advance into that stage."},{name:"Required field",description:"Marked as required for a given stage; a deal missing this value is blocked from moving into that stage until it's filled in."},{name:"Optional field",description:"Not marked as required; visible on the deal for reference but never blocks a stage move."}],related:["deals-pipeline-overview","move-deal-stage","create-deal"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00865-crm-settings-properties-main"},{slug:"dismiss-duplicate-contacts",title:"Dismiss non-matching duplicate contacts",summary:"Mark contacts flagged as duplicates as not a match when they are actually different people.",path:"/crm/settings/data-quality",articleType:"howto",steps:["Open Settings > Data Quality","Look at the flagged duplicate contacts","Review a pair that are actually different people, such as two employees sharing a general company address","Mark the pair as not a duplicate \u2014 they leave the list and are not flagged again","Continue through the remaining flagged pairs"],related:["merge-duplicate-contacts","understanding-duplicate-detection"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"double-opt-in-email",title:"Requiring double opt-in for marketing email",summary:"Double opt-in makes a new subscriber confirm before marketing sends include them, and is set under Email in Settings.",path:"/crm/settings/email-marketing",articleType:"howto",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",group:"general",screenshotKey:"",steps:["Open Settings and go to the Email section","Find the opt-in option for marketing email","Turn on the requirement for subscribers to confirm before marketing sends include them","Save the change if you are prompted to","Note that Privacy & Consent shows this setting for reference only \u2014 the change has to be made here"],related:["email-marketing-settings","understand-privacy-consent","privacy-settings-reference"]},{slug:"email-campaigns",title:"Understanding email campaigns",summary:"An email campaign is a message you build in Marketing Email, aim at a chosen audience, and then schedule or send.",path:"/crm/marketing/email",articleType:"understanding",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",group:"general",screenshotKey:"00163-crm-marketing-email-main",body:[{heading:"What an email campaign is",text:"A campaign is one email, with its own name, subject line, and body content, addressed to an audience you choose. It is built from Marketing Email and exists as a record there from the moment you create it, whether or not it has been sent."},{heading:"How a campaign is put together",text:"You create the email, give it a name, and choose who it should go to before writing the content, so the audience is settled before the build is finished. You then write the subject line and build the body in the editor, and save your work as you go."},{heading:"Sending and scheduling",text:"A saved campaign can be scheduled for a later date or sent right away. Until it sends, it stays in the list as a draft or a scheduled send, and can be taken back to draft with Unschedule."},{heading:"Where the sending rules come from",text:"Account-level defaults are configured once under Email in Settings: the sending address, the sender display name, the reply-to address, unsubscribe handling, bounce handling and link tracking. They apply to every campaign unless you override them on an individual one."},{heading:"Reusing content between campaigns",text:"Saved email templates live in Assets. Loading one brings in its layout and copy, which you then edit for the specific send, and you can save the edited version back as a new template."},{heading:"Managing campaigns after they exist",text:"You can find any email you have created by searching its name or subject from Marketing Email, and use the row menu on it \u2014 Duplicate, Unschedule, or Delete \u2014 to manage it."}],related:["create-email-campaign","email-campaign-targeting","email-marketing-settings"]},{slug:"email-connection-troubleshoot",title:"Email and calendar connection faults",summary:"Fix an email and calendar connection that shows disconnected, fails to authorise, or stops logging mail.",path:"/crm/settings/integrations",articleType:"troubleshoot",causes:[{heading:"The connection shows as
1needing reconnection",fix:"Your provider may have revoked access, often after a password change. Reconnect and complete the sign-in flow again."},{heading:"You connected the wrong account",fix:"Disconnect, then reconnect and choose the correct account at your provider's sign-in screen."},{heading:"Your provider is blocking the permission grant",fix:"Check your provider's security settings to make sure Panelist isn't blocked from third-party access, then reconnect."},{heading:"Corporate IT policy blocks the connection",fix:"Some IT policies block third-party sign-in flows. Ask your IT admin to allow it \u2014 this has to be done on their end."},{heading:"Mail isn't logging even though it's connected",fix:"Mail sent from your regular email client rather than from inside the CRM won't log automatically. Send a test from a contact record instead."}],related:["connect-email-calendar","understanding-integrations"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00868-crm-settings-integrations-main"},{slug:"email-marketing-settings",title:"Email campaign settings and options",summary:"Configuration options that control how your email campaigns send, under Email in Settings.",path:"/crm/settings/email-marketing",articleType:"reference",options:[{name:"Default sender",description:"The address campaigns send from unless overridden on an individual campaign."},{name:"Sender display name",description:"The name recipients see in their inbox alongside the sender address."},{name:"Reply-to address",description:"Where recipient replies land, which can be set separately from the sending address."},{name:"Unsubscribe handling",description:"Ensures recipients can opt out of future sends, which is required for compliance in most regions."},{name:"Bounce handling",description:"Controls what happens to contacts whose address hard-bounces, so future sends don't keep failing against it."},{name:"Link tracking",description:"When enabled, records clicks on links in a campaign so you can see engagement in reporting."}],related:["create-email-campaign","inbox","email-campaigns"],group:"general",screenshotKey:"00187-crm-marketing-inbox-main",category:"crm-settings",categoryLabel:"CRM \xB7 Settings"},{slug:"enable-2fa-team",title:"Two-factor authentication for your team",summary:"Require all team members to set up extra sign-in verification for account security.",path:"/crm/settings/security",articleType:"howto",steps:["Open Settings > Security","Turn on the option requiring two-factor authentication \u2014 the change saves straight to your account's security policy","Tell your team what to expect: at their next sign-in, each teammate is asked to set up a second factor before continuing"],related:["security-settings-overview","sso-single-sign-on","session-timeout-policy"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00863-crm-settings-security-main"},{slug:"enable-gdpr-privacy-features",title:"Enabling GDPR and data privacy features",summary:"Turn on GDPR tracking so the CRM records the legal basis for processing each contact's data.",path:"/crm/settings/privacy",articleType:"howto",steps:["Open Settings > Privacy & Consent","Read the description of what the data-privacy setting adds","Turn on the option to enable GDPR / data-privacy tracking","Confirm in the dialog that appears \u2014 the setting saves on confirmation","Set the actual legal basis for each subscription type in your email marketing settings afterwards"],related:["understand-privacy-consent","privacy-settings-reference","manage-cookie-consent"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00864-crm-settings-privacy-main"},{slug:"export-contacts",title:"Exporting your contacts",summary:"Download your contacts as a file using Import & Export in Settings.",path:"/crm/settings/import-export",articleType:"howto",steps:["Open Settings > Import & Export","Start a new export of your contacts","Choose which properties to include, or use the default set","Start the export and watch its status in your export history","Once the export is ready, download the file to your computer","Large exports are automatically split into multiple files"],related:["import-contacts-from-file","
1import-export-overview","export-troubleshooting"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00867-crm-settings-import-export-main"},{slug:"export-troubleshooting",title:"Troubleshooting a contact export",summary:"Fix an export that will not download, arrives incomplete, or is missing the data you expected.",path:"/crm/settings/import-export",articleType:"troubleshoot",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",group:"general",screenshotKey:"00867-crm-settings-import-export-main",causes:[{heading:"The export has not finished yet",fix:"Open Settings > Import & Export and check the status of the entry in your export history. An export is only downloadable once it has finished, so wait for its status to change rather than starting a second one."},{heading:"The download link has expired",fix:"Export files stay downloadable only for a limited time. If the file is no longer available from your export history, start a new export of the same data to generate a fresh one."},{heading:"The export arrived as several files",fix:"Large exports are automatically split into multiple files. This is expected, not a failure. Download each part from the export history entry and combine them in your spreadsheet tool."},{heading:"Columns you expected are missing",fix:"An export contains only the properties chosen when it was started. Start a new export and select the missing properties instead of relying on the default set."},{heading:"The data looks out of date",fix:"An export is a snapshot of the moment it started, so records changed afterwards will not appear in that file. Run a new export to pick up the current values."},{heading:"The export option is not available to you",fix:"Import and export access can be restricted by account access level. Ask an admin to run the export for you, or to adjust your access in Settings > Users & Teams."}],related:["export-contacts","import-export-overview","import-errors"]},{slug:"hugo-get-to-know-me",title:"Let Hugo learn how you write",summary:"Opt Hugo into studying your sent-mail history so it can draft in your voice, under Integrations.",path:"/crm/settings/integrations",articleType:"howto",steps:["Connect your email account first \u2014 Hugo needs a mailbox connection to read from","Find the option to let Hugo learn how you write","Turn it on to authorise Hugo to read your past sent mail","Give it a little time to process your sent mail in the background","Ask Hugo to draft an email and check that the tone matches your usual style","Turn it off again if you'd like \u2014 this doesn't disconnect your mailbox"],related:["connect-email-calendar","understanding-integrations"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00868-crm-settings-integrations-main"},{slug:"import-contacts-from-file",title:"Importing contacts from a CSV file",summary:"Bring your contacts into the CRM from a file using Import & Export in Settings.",path:"/crm/settings/import-export",articleType:"howto",steps:["Open Settings > Import & Export","Start a new import and choose the file to upload","Match each column in your file to the corresponding CRM field, and skip any column you don't want to bring in","Choose whether the import should create new records, update existing ones, or both","Review the preview of how your data will be mapped before starting the import","Start the import and check back on its progress","Once finished, the import appears in your import history with counts of records created, updated, or errored"],related:["export-contacts","import-export-overview","import-errors"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00867-crm-settings-import-export-main"},{slug:"import-errors",title:"Troubleshooting import and export issues",summary:"An import or export fails, stalls, or drops rows.",path:"/crm/settings/import-export",articleType:"troubleshoot",causes:[{heading:"The file isn't in a supported format",fix:"Import & Export expects a plain CSV file; spreadsheet formats like .xlsx often aren't accepted. Save or export your file as CSV from your spreadsheet tool and upload it again."},{heading:"Columns are mapped to the wrong fields",fix:"Go back through the column mapping step and check the sample data shown against each field, not just the column header text. Fix any mismatched mapping before starting the import \u2014 once it runs, correcting bad writes means editing records manually or re-importing over them."}
1,{heading:"The import created duplicate records",fix:"Open Settings > Data Quality to check for duplicate contacts. If the import was set to only create new records rather than match existing ones by email, or your file had inconsistent email formatting, duplicates can result. Review and merge them from there."},{heading:"Some rows failed",fix:"Your import history shows a status with an error count when rows fail partway through. Open that entry to see which rows failed and why \u2014 typically a missing required field or an invalid email \u2014 fix those rows in your source file, and re-run the import with just the corrected rows."},{heading:"The export file is no longer available",fix:"Export files remain downloadable only for a limited time. If the file has expired, start a new export to generate a fresh one."},{heading:"You don't have permission to import or export",fix:"Import & Export access can be restricted by account access level. If the import or export options are unavailable to you, ask an admin to run it for you or adjust your access in Users & Teams."}],related:["import-contacts-from-file","export-contacts"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00867-crm-settings-import-export-main"},{slug:"import-export-monitoring",title:"Import and export history reference",summary:"Track the status and details of every import and export.",path:"/crm/settings/import-export",articleType:"reference",options:[{name:"File name",description:"Identifies the uploaded file or export so you can find it again in your history."},{name:"Status",description:"Shows whether the import or export completed fully, partially, failed, or is still processing."},{name:"Records created",description:"How many brand-new records this import produced."},{name:"Records updated",description:"How many existing records were matched and overwritten with values from the file."},{name:"Errors",description:"How many rows could not be processed, with details available on the specific rows that failed."},{name:"Date",description:"When the import or export was started, shown in your account's time zone."},{name:"Object type",description:"Which kind of record \u2014 contacts, companies, or deals \u2014 the export covers; each export covers one object type."},{name:"Row count",description:"How many records are included in an export file."},{name:"Run by",description:"Which teammate started the import or export, useful for auditing who has moved data in or out of the CRM."}],related:["import-contacts-from-file","export-contacts"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00867-crm-settings-import-export-main"},{slug:"import-export-overview",title:"Understanding CRM import and export",summary:"Moving data in and out of your CRM with Import & Export.",path:"/crm/settings/import-export",articleType:"understanding",body:[{heading:"What import does",text:"Import reads a file you upload, matches each row against existing records using the field you chose to identify them (usually email), and either creates a new record or updates the matched one. Only the fields you mapped are touched \u2014 anything in your file you didn't map is ignored."},{heading:"What export does",text:"Export writes the current state of your CRM records to a downloadable file. The file is a snapshot of the moment you started the export; later changes to those records won't appear in that same file."},{heading:"Why use import and export",text:"Import is how you bring in a legacy list or leads collected elsewhere. Export is how you back up data before a bulk change, hand records to a colleague, or work with a list outside the CRM."},{heading:"What can go wrong",text:"The most common mistake is mapping a column to the wrong field, since nothing validates that the data in a column actually matches the field it's mapped to. Duplicate rows in your source file, or importing the same file twice without a way to match existing records, can also create duplicate records instead of updating them."}],related:["import-contacts-from-file","export-contacts","import-errors"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00867-crm-settings-import-export-main"},{slug:"invite-team-members",title:"Inviting team members to your CRM",summary:"Add a new teammate to your account from Users & Teams in Settings.",path:"/crm/settings/users",articleType:"howto",steps:["Open Settings from the CRM sidebar and select Users & Teams","Start the invite flow and enter the teammate's work email address","Choose the access level you want them to have","Send the invitation","Watch their entry in Users & Teams: it shows a pending status until they accept the emailed invite"],related:["user-roles-permissions","manage-user-access","remove-team-member"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00862-crm-settings-users-main"},{slug:"manage-cookie-consent",title:"Managing cookie consent on your website",summary:"Turn on a cookie consent banner so your tracking code waits for visitor approval before firing.",path:"/crm/settings/privacy",articleType:"howto",steps:["Open Settings > Privacy & Consent","Find the cookie consent banner setting","Turn it on to enable a consent banner on pages with your tracking code \u2014 the setting saves automatically","Confirm your website reads the setting live, without needing to re-embed your tracking code","Visit a live page in a private browser window to confirm the banner appears before tracking loads"],related:["understand-privacy-consent","privacy-settings-reference","enable-gdpr-privacy-features"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00864-crm-settings-privacy-main"},{slug:"manage-seats-and-team",title:"How to manage user seats",summary:"See how many team members you have at each access level against your plan.",path:"/crm/settings/account-billing",articleType:"howto",steps:["Open Settings > Account & Billing","Look for the seats or plan overview showing your current allocation","Compare how many seats are assigned at each access level against your plan's limit","To actually add, remove, or reassign a teammate's access, go to Settings > Users & Teams instead \u2014 this view is for reference"],related:["understand-account-billing","view-usage-limits","add-payment-method"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00870-crm-settings-account-billing-main"},{slug:"manage-user-access",title:"Changing a teammate's role or access",
1summary:"Update access for existing team members or remove their access entirely.",path:"/crm/settings/users",articleType:"howto",steps:["Open Settings > Users & Teams","Find the teammate in the list","Open their entry","Change their access level to match what they should be able to do","Save the change \u2014 it takes effect without requiring them to log back in","To remove someone's access entirely, use the remove option in their entry and confirm"],related:["user-roles-permissions","invite-team-members","user-access-issues"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00862-crm-settings-users-main"},{slug:"merge-duplicate-companies",title:"Merge duplicate companies",summary:"Combine two company records that appear to be duplicates into one record from Data Quality.",path:"/crm/settings/data-quality",articleType:"howto",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",group:"general",screenshotKey:"00861-crm-settings-general-main",steps:["Open Settings > Data Quality","Look for companies flagged as possible duplicates","Review the pair shown \u2014 they typically share the same web domain, even when the names entered differ","Start the merge","For each field that differs between the two, choose which value to keep","Complete the merge; the record you did not keep is removed, and its history moves onto the one that remains"],related:["merge-duplicate-contacts","understanding-duplicate-detection","dismiss-duplicate-contacts"]},{slug:"merge-duplicate-contacts",title:"Merge duplicate contacts",summary:"Combine two contact records that appear to be duplicates into one unified record.",path:"/crm/settings/data-quality",articleType:"howto",steps:["Open Settings > Data Quality","Look for contacts flagged as possible duplicates","Review the pair shown \u2014 they typically share the same email address","Start the merge","For each field that differs between the two, choose which one to keep","Complete the merge \u2014 the record you didn't keep is removed, and its history moves onto the one that remains"],related:["dismiss-duplicate-contacts","understanding-duplicate-detection","merge-duplicate-companies"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"pipeline-configuration-options",title:"Pipeline configuration options",summary:"Every setting you can configure when building or editing a pipeline and what it controls.",path:"/crm/settings/pipelines",articleType:"reference",options:[{name:"Pipeline name",description:"The label that identifies this pipeline from others when switching between them."},{name:"Stages",description:"The named steps a deal passes through; each becomes a column on the Deals board for this pipeline."},{name:"Stage order",description:"The sequence stages appear in, set by reordering them in Pipelines settings."},{name:"Win probability",description:"A percentage per stage that can weight open deal value in forecasting."},{name:"Default pipeline",description:"Which pipeline new deals are assigned to automatically if none is chosen."},{name:"Active status",description:"Whether the pipeline is available for new deals, or hidden while keeping its historical data intact."},{name:"Team assignment",description:"Restricts which teams or people can use this pipeline."}],related:["create-new-pipeline","customize-pipeline-stages","understand-pipelines"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00866-crm-settings-pipelines-main"},{slug:"privacy-settings-not-saving",title:"Privacy settings won't save or toggle",summary:"Fix a Privacy & Consent setting that reverts, errors, or silently doesn't stick.",path:"/crm/settings/privacy",articleType:"troubleshoot",causes:[{heading:"You don't have the right access",fix:"Privacy settings require administrator access. If a toggle reverts or you see a permission error, ask an existing admin to make the change or grant you access."},{heading:"The save request timed out",fix:"These settings save automatically the instant you toggle them; a dropped connection can make the change revert without an error message. C
1onfirm you're online and try again."},{heading:"Stale cached page state",fix:"Clear cached files for the CRM and reload the page before trying again."},{heading:"Another admin changed it at the same time",fix:"Reload the page to see the current value before assuming your change failed \u2014 another admin may have changed it moments after you."}],related:["enable-gdpr-privacy-features","understand-privacy-consent"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00864-crm-settings-privacy-main"},{slug:"privacy-settings-reference",title:"Privacy & Consent settings reference",summary:"What each control on the Privacy & Consent settings page actually does and where it's really configured.",path:"/crm/settings/privacy",articleType:"reference",options:[{name:"Enable GDPR / data-privacy tracking",description:"Turns on legal-basis tracking per subscription type; the specific values are set in your email marketing settings."},{name:"Cookie consent banner",description:"An account-wide flag your tracking code reads before firing; turning it on doesn't require any extra install step."},{name:"Double opt-in for marketing email",description:"Shown here for reference only \u2014 the actual control lives in your email marketing settings."}],related:["understand-privacy-consent","enable-gdpr-privacy-features","manage-cookie-consent"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00864-crm-settings-privacy-main"},{slug:"property-access-levels",title:"Property access levels explained",summary:"Control who can view and edit each property across your CRM.",path:"/crm/settings/properties",articleType:"reference",options:[{name:"Restricted access",description:"Only specific people, such as administrators, can see or edit the property; it's hidden from everyone else across tables, filters, and forms."},{name:"Full team access",description:"Everyone on the team can see and edit the property."},{name:"View-only access",description:"Everyone can see the value, but editing is disabled \u2014 useful for reference or audit data."},{name:"Limited to selected people",description:"Only the specific teammates or teams you choose can view or edit the property."}],related:["create-custom-property","understand-properties","archive-properties"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00865-crm-settings-properties-main"},{slug:"property-groups",title:"Organising properties with groups",summary:"Group related properties together and control the order they display in.",path:"/crm/settings/properties",articleType:"howto",steps:["Open Settings > Properties","Find the option to manage groups for the record type you're working with","Create a new group and give it a name","Rename a group if needed","Reorder groups to change the order fields display on a record","When deleting a group, choose which remaining group its properties should move to before confirming"],related:["create-custom-property","property-access-levels","archived-properties"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00865-crm-settings-properties-main"},{slug:"remove-team-member",title:"Removing a team member's access",summary:"Take away a teammate's access to the CRM from their entry in Users & Teams.",path:"/crm/settings/users",articleType:"howto",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",group:"general",screenshotKey:"00862-crm-settings-users-main",steps:["Open Settings from the CRM sidebar and select Users & Teams","Find the teammate in the list and open their entry","Use the remove option in their entry and confirm","If the person has not accepted their invitation yet, removing the pending entry cancels the invite","Check the list afterwards to confirm they no longer appear"],related:["manage-user-access","invite-team-members","user-roles-permissions"]},{slug:"review-property-fill-rates",title:"Review property fill rates",summary:"Check how completely your fields are filled across contacts, companies, and deals.",path:"/crm/settings/data-quality",articleType:"howto",steps:["Open Settings > Data Quality","Look for a view showing how complete your fields are","Choose which record type to review \u2014 contacts, companies, or deals","Check the fill rate for each field, showing what percentage of records have a value","Fields with the lowest fill rates are usually easiest to spot at the top of the list","Use this to decide which fields need better collection through forms or integrations"],related:["understanding-duplicate-detection","merge-duplicate-contacts"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"security-settings-options",title:"Security settings reference",summary:"Detailed guide to each security option and what it controls.",path:"/crm/settings/security",articleType:"reference",options:[{name:"Require extra sign-in verification",description:"Requires teammates to confirm a second factor beyond their password before they can sign in."},{name:"Single sign-on",description:"Routes sign-in through your own identity provider instead of a Panelist password."},{name:"Automatic sign-out",description:"Signs a teammate out after a period of inactivity."},{name:"Sign-out duration",description:"Controls how long a session can sit idle before automatic sign-out takes effect."}],related:["enable-2fa-team","security-settings-overview"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00863-crm-settings-security-main"},{slug:"security-settings-overview",title:"Understanding CRM security policies",summary:"How your account security settings protect access and control sign-in.",path:"/crm/settings/security",articleType:"understanding",body:[{heading:"What security settings are",text:"Security settings are account-wide controls covering things like requiring extra sign-in verification, restricting sign-in through your own identity provider, and automatically signing out idle sessions."},{heading:"What they protect",text:"These settings govern the sign-in path itself, reducing the risk that a compromised password alone gives someone access to your account."},{heading:"Who can change them",text:"Changing security settings requires administrator access; teammates without it can see the settings but can't modify them."},{heading:"When changes take effect",text:"Toggling a security setting saves immediately, though full enforcement at sign-in can depend on underlying account infrastru
1cture."}],related:["enable-2fa-team","sso-single-sign-on","session-timeout-policy"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00863-crm-settings-security-main"},{slug:"session-timeout-policy",title:"Configure automatic session timeout",summary:"Set up automatic sign-out after a period of inactivity to protect unattended sessions.",path:"/crm/settings/security",articleType:"howto",steps:["Open Settings > Security","Turn on automatic sign-out for idle sessions","Choose how long a session can sit idle before it's signed out \u2014 the change saves automatically","Warn your team: from then on, anyone idle longer than that window is signed out and has to log back in"],related:["security-settings-overview","enable-2fa-team","sso-single-sign-on"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00863-crm-settings-security-main"},{slug:"set-up-crm-profile",title:"Set up your CRM profile",summary:"Update your name, phone, and profile image in your CRM account under General.",path:"/crm/settings/general",articleType:"howto",steps:["Open Settings > General","Find your personal profile details","Update your name and phone number","Update your profile photo if you'd like","Save your changes. Your email address is tied to your login and cannot be changed from here"],related:["connect-email-crm","configure-task-defaults","understanding-crm-preferences"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"set-up-webhook",title:"Setting up a webhook",summary:"Create a webhook under API & Webhooks in Settings to send CRM events to your own endpoint.",path:"/crm/settings/developer",articleType:"howto",steps:["Open Settings > API & Webhooks","Under Webhooks, click Create webhook","Enter the Target URL that will receive events, e.g. https://example.com/hooks/panelist","Optionally fill in Description (optional) to note what this endpoint is for","Choose the Events you want to subscribe to","Save the webhook","Use Recent deliveries and Refresh to confirm your endpoint is receiving events, and click Log on a delivery to inspect it"],related:["webhook-events-reference","api-authentication","webhook-troubleshooting"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00869-crm-settings-developer-main"},{slug:"sso-single-sign-on",title:"Set up single sign-on (SAML)",summary:"Let your team use your identity provider to sign in securely.",path:"/crm/settings/security",articleType:"howto",steps:["Open Settings > Security","Turn on single sign-on","Confirm your identity provider supports the protocol Panelist expects","Once enabled, teammates are redirected to your identity provider to sign in instead of using a Panelist password","Coordinate with your IT team and test with one account before rolling it out to everyone"],related:["security-settings-overview","enable-2fa-team","session-timeout-policy"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00863-crm-settings-security-main"},{slug:"troubleshoot-billing-issues",title:"Troubleshooting billing and payment problems",summary:"Billing information, usage or payments are displaying incorrectly.",path:"/crm/settings/account-billing",articleType:"troubleshoot",causes:[{heading:"Billing information looks empty or not connected",fix:"Billing can show placeholder or empty states while it's being connected for your account. This is a rollout state rather than an error \u2014 check with support for a timeline."},{heading:"Usage numbers show zero",fix:"Usage figures depend on billing data being connected; until that's live, limits can show zero regardless of actual activity."},{heading:"You can't add or edit a payment method",fix:"Payment methods can be read-only until billing is fully connected for your account. Contact support if the option to add one stays unavailable."},{heading:"Company information looks incomplete",fix:"Some company details are pulled in automatically and may not have populated yet. Edit your organisation's core details directly on its record rather than from this screen."}],related:["understand-account-billing","view-usage-limits","manage-seats-and-team"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00870-crm-settings-account-billing-main"},{slug:"troubleshoot-duplicates-not-showing",title:"Duplicates that are not being found",summary:"Duplicate records you expect are not appearing in Data Quality.",path:"/crm/settings/data-quality",articleType:"troubleshoot",causes:[{heading:"The duplicates were already handled",fix:"If a pair you expected to see is gone, it was likely already merged or dismissed as not a duplicate \u2014 that decision is permanent."},{heading:"The records don't actually match",fix:"Duplicate contacts are only flagged on a matching email; duplicate companies only on a matching domain. If either differs at all, even slightly, they won't be grouped."},{heading:"The records are missing key data",fix:"A contact without an email, or a company without a domain, can't be checked for duplicates at all. Confirm the field is filled in on both records."},{heading:"The check needs a moment or a refresh",fix:"If you just added the records, give detection a little time and refresh the page. If you see an error instead of a list, retry rather than reloading the whole page."}],related:["understanding-duplicate-detection","merge-duplicate-contacts"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"troubleshoot-pipeline-visibility",title:"Troubleshooting pipeline problems",summary:"A pipeline, one of its stages, or its deals are not where you expect them.",path:"/crm/settings/pipelines",articleType:"troubleshoot",causes:[{heading:"Pipeline missing from the switcher",fix:"Open Pipelines settings and check whether the pipeline is marked inactive \u2014 inactive pipelines drop out of the switcher even though their data still exists."},{heading:"Can't add or edit stages",fix:"Editing stages can require administrator or manager-level access. If the controls are unavailable, ask an admin to make the change or grant you access."},{heading:"Deals not moving between stages",fix:"Confirm the deal is actually assigned to the pipeline you're viewing \u2014 a deal in a different pipeline won't appear or move here."},{heading:"A deleted stage's deals seem to have vanished",fix:"Deleting a stage moves its deals to the nearest earlier stage rather than deleting them \u2014 check there."},{heading:"Teammates can't see the pipeline",fix:"Check whether the pipeline is restricted to a specific team; if your teammate isn't a member of that team, add them or remove the restriction."}],related:["create-new-pipeline","understand-pipelines","pipeline-configuration-options"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00866-crm-settings-pipelines-main"},{slug:"understand-account-billing",title:"Understanding Account & Billing",summary:"Explore your plan, usage limits, payment methods, and billing details in Account & Billing.",path:"/crm/settings/account-billing",articleType:"understanding",body:[{heading:"What Account & Billing covers",text:"Account & Billing is where you manage your plan, usage, payment methods, and billing details for the account, rather than
1in a separate portal."},{heading:"Plan and subscription",text:"This is where your active plan, billing frequency, and next payment date live, along with how many seats you have at each access level."},{heading:"Usage against your plan",text:"You can see how much of each plan limit \u2014 like marketing contacts or custom properties \u2014 your account has used so far."},{heading:"Billing history and payment methods",text:"Past invoices, charges, and any payment methods on file are listed here as your billing setup is connected."},{heading:"Company information",text:"Basic details about your organisation, such as its name and billing address, are also managed from this section."}],related:["manage-seats-and-team","view-usage-limits","add-payment-method"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00870-crm-settings-account-billing-main"},{slug:"understand-api-webhooks",title:"Understanding API keys and webhooks",summary:"How API keys and webhooks under API & Webhooks connect your CRM to external tools.",path:"/crm/settings/developer",articleType:"understanding",body:[{heading:"What an API key is",text:"An API key is created from the API keys panel under Settings > API & Webhooks by clicking Create key. In the Create API key dialog you give it a Name (e.g. Zapier integration) and choose its Scopes."},{heading:"Keys stay active until revoked",text:"A key shows an Active status chip in the API keys list until someone revokes it using the row's Revoke action, at which point it shows Revoked. You can Copy a key's value from its row."},{heading:"What a webhook is",text:"A webhook is set up under the Webhooks heading in API & Webhooks. Creating one with Create webhook asks for a Target URL, an optional Description (optional), and the Events it should fire on."},{heading:"Watching webhook activity",text:"Recent deliveries shows the history of events sent to your Target URL, with a Log action on each delivery and a Refresh action to pull the latest. A Signing secret is available with a Copy action so your endpoint can verify deliveries came from Panelist."}],related:["api-authentication","webhook-events-reference","set-up-webhook"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00869-crm-settings-developer-main"},{slug:"understand-pipelines",title:"Understanding Pipelines",summary:"See how pipeline stages become the columns on your Deals board and drive forecasting.",path:"/crm/settings/pipelines",articleType:"understanding",body:[{heading:"What a pipeline is",text:"A pipeline is the set of stages a deal moves through, and those stages become the columns you see on the Deals board."},{heading:"Why use pipelines",text:"Sorting deals into stages lets you see where deals are stuck and which are close to closing. Assigning a probability to each stage lets forecasting weight open deals by how likely they are to close."},{heading:"Pipeline stages",text:"You name and order the stages yourself. A deal sits in one stage of one pipeline at a time."},{heading:"Multiple pipelines",text:"Different teams or deal types can use different pipelines, each with its own stages. A deal is assigned to one pipeline, and switching it to another resets it to that pipeline's first stage."}],related:["create-new-pipeline","customize-pipeline-stages","troubleshoot-pipeline-visibility"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00866-crm-settings-pipelines-main"},{slug:"understand-privacy-consent",title:"Privacy and consent in your CRM",summary:"See how GDPR tracking, opt-in rules, and cookie consent work together across the CRM.",path:"/crm/settings/privacy",articleType:"understanding",body:[{heading:"What privacy settings do",text:"Privacy & Consent is a control panel for how personal data is processed, and it links out to where the underlying rules actually live rather than duplicating them."},{heading:"Legal basis",text:"Turning on data-privacy tracking makes the CRM start recording a legal basis for each marketing subscription type, tracked per subscription rather than as one flag on the contact."},{heading:"Opt-in",text:"Requiring subscribers to confirm before marketing sends include them is configured in your email marketing settings; Privacy & Consent shows it for reference only."},{heading:"Cookie consent",text:"The cookie consent toggle is an account-wide flag your website's tracking code checks before firing. Turning it on doesn't require adding any code \u2014 the logic is already built in."}],related:["enable-gdpr-privacy-features","privacy-settings-reference","double-opt-in-email"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00864-crm-settings-privacy-main"},{slug:"understand-properties",title:"Understanding properties and data structure",summary:"Properties define the fields that store data on every record in your CRM.",path:"/crm/settings/properties",articleType:"understanding",body:[{heading:"What properties are",text:"A property is a field that stores information on a record \u2014 every column in a list view, every filter option, and every field on a form is backed by a property. Adding a custom property makes it available across every record of that type."},{heading:"Where properties come from",text:"Some properties are built in and read-only, some come from forms elsewhere in the product, and some are custom fields you add yourself from Properties in Settings. Each has a data type \u2014 text, number, date, a dropdown of options, and so on \u2014 that determines how it's entered."},{heading:"How groups organise properties",text:"Groups let you bundle related properties so they display together on a record. Reordering a group changes where its fields appear."},{heading:"Property access",text:"Each property can be restricted so that only certain people can view or edit it, view it without editing, or the whole team can both view and edit it. This access is applied consistently everywhere the property appears \u2014 in tables, filters, and forms."}],related:["create-custom-property","property-access-levels","archive-properties"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00865-crm-settings-properties-main"},{slug:"understanding-crm-preferences",title:"Understanding your CRM preferences",summary:"See how your personal General settings differ from account-wide settings that affect the whole team.",path:"/crm/settings/general",articleType:"understanding",body:[{heading:"Personal vs. account-wide settings",text:"Settings under General are scoped to you personally \u2014 your name, connected mailbox, and task defaults only apply when you're logged in. Settings that affect the whole team live elsewhere and require administrator access."},{heading:"Profile information",text:"Your name and phone number surface anywhere a record needs to show who owns it. Your email is tied to your login and isn't editable as a simple field."},{heading:"Default landing page",text:"You can choose which screen loads first after you log in; this is a personal convenience setting and doesn't restrict access to anything else."},{heading:"Email and calendar connections",text:"Connecting your mailbox lets you send and log email, and calendar sync reuses that same connection for meeting invites. Each teammate needs to connect their own mailbox."},{heading:"Task defaults",text:"Your due date, time, and reminder defaults only set the starting values on a new task \u2014 you can still change them per task. Follow-up prompts are separate toggles that only fire if you turn them on."}],related:["set-up-crm-profile","connect-email-crm","configure-task-defaults"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"understanding-duplicate-detection",title:"Understanding duplicate detection",summary:"How Panelist identifies duplicate records, and why they appear in Data Quality.",path:"/crm/settings/data-quality",articleType:"understanding",body:[{heading:"How duplicate contacts are found",text:"Contacts are flagged as possible duplicates when they share the same email address, even if other details like name or company differ."},{heading:"How duplicate companies are found",text:"Companies are flagged as possible duplicates when they share the same web domain, even if the names entered are different."},{heading:"Why deduplication matters",text:"A duplicate record splits one person's or company's activity across two entries, which can throw off reporting and create inconsistent history. Merging brings it back to one source of truth."},{heading:"What happens when you merge",text:"You choose which record's values survive, field by field. The other record
1is removed and its history moves onto the one you kept, immediately."}],related:["merge-duplicate-contacts","review-property-fill-rates","dismiss-duplicate-contacts"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00861-crm-settings-general-main"},{slug:"understanding-integrations",title:"Understanding integrations",summary:"See the difference between connected apps, custom API integrations, and Hugo's optional writing training.",path:"/crm/settings/integrations",articleType:"understanding",body:[{heading:"What integrations do",text:"Integrations connect outside tools to your CRM so data flows automatically instead of being copied by hand."},{heading:"Connected apps",text:"Some integrations use a one-time sign-in flow to link your account directly to another service, such as your email and calendar provider."},{heading:"Custom integrations",text:"For programmatic access, Settings > API & Webhooks lets you create an API key with specific Scopes, and register a webhook so Panelist can send event data to your own endpoint."},{heading:"Hugo learning your writing",text:"Once your mailbox is connected, you can separately opt Hugo into learning your tone from your sent mail. It's optional and doesn't affect your mailbox connection either way."},{heading:"Other integrations",text:"Some integrations are shown as not yet available; their connect option stays disabled until that's ready."}],related:["connect-email-calendar","api-webhooks-custom","hugo-get-to-know-me"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00868-crm-settings-integrations-main"},{slug:"user-access-issues",title:"Troubleshooting user access problems",summary:"A team member cannot reach the CRM, or cannot see records they should.",path:"/crm/settings/users",articleType:"troubleshoot",causes:[{heading:"The invitation hasn't been accepted yet",fix:"Open Settings > Users & Teams and check that teammate's status. A pending invite means the email hasn't been accepted yet \u2014 ask them to check their inbox and spam folder, and resend the invite from their entry if it's been a while."},{heading:"Their access level doesn't allow the action",fix:"Open their entry in Users & Teams and confirm what access level they currently have. If they need to create or edit records but only have read-only access, raise their access level and save the change."},{heading:"Their account was deactivated or removed",fix:"In Users & Teams, check whether the teammate still appears as active. If they were deactivated, reactivate them from their entry; if they were removed entirely, send them a fresh invite."},{heading:"They're on a stale session",fix:"Have them fully log out, clear their browser session or use a private window, and log back in. If access still looks wrong afterwards, recheck their access level in Users & Teams rather than assuming it's a session issue."}],related:["invite-team-members","user-roles-permissions","manage-user-access"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00862-crm-settings-users-main"},{slug:"user-role-reference",title:"User role options and what they include",summary:"Reference guide to the access levels available and roughly what each grants.",path:"/crm/settings/users",articleType:"reference",options:[{name:"Full account access",description:"Can manage every CRM record and setting, including inviting teammates, changing others' access, and billing; usually held by a small number of people."},{name:"Standard access",description:"Can create, view, and edit contacts, deals, and campaigns day to day, without reaching account-level settings such as Users & Teams or billing."},{name:"Read-only access",description:"Can open and read contacts, deals, and reports but can't create, edit, or delete anything, and can't trigger a data export."}],related:["user-roles-permissions","invite-team-members","manage-user-access"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00862-crm-settings-users-main"},{slug:"user-roles-permissions",title:"Understanding user roles and permissions",summary:"How access levels control what your team members can do in the CRM.",path:"/crm/settings/users",articleType:"understanding",body:[{heading:"What an access level is",text:"In Users & Teams, each teammate is given a level of access that determines what they can see and do in the CRM. Rather than granting or revoking dozens of individual permissions one at a time, an admin picks a level for the person and it applies across the account."},{heading:"How access levels differ",text:"Some access levels allow full administrative control, including inviting and managing other teammates and account settings. Others allow day-to-day work with contacts, deals, and campaigns without touching account settings. The most restricted levels are read-only, letting someone view records and reports without being able to create, edit, or delete anything."},{heading:"Where access levels are managed",text:"All access-level assignments live in Settings > Users & Teams, so reviewing what any teammate can do is a matter of opening their entry there rather than checking multiple screens."},{heading:"Why use access levels instead of individual permissions",text:"Grouping permissions this way means bringing on a new teammate is a single choice at invite time, and auditing who can do what later is a matter of scanning one list in Users & Teams."}],related:["invite-team-members","manage-user-access","user-role-reference"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00862-crm-settings-users-main"},{slug:"view-usage-limits",title:"Understanding your usage and limits",summary:"Monitor how your team's usage compares against your plan limits in Account & Billing.",path:"/crm/settings/account-billing",articleType:"understanding",body:[{heading:"What usage limits are",text:"Each limit shows how much of a plan resource you've used against your total allowance. Exceeding a limit can restrict that feature until the next billing cycle resets it."},{heading:"Marketing contacts",text:"This tracks how many people in your CRM are eligible for marketing sends, usually your broadest limit. Going over it means upgrading your plan or trimming who's marketing-eligible."},{heading:"Monthly counters",text:"Some limits, like marketing email volume or calling minutes, reset every billing month rather than being a fixed total."},{heading:"Custom fields",text:"There's a cap on how many custom properties you can create; freeing up unused ones or upgrading your plan raises the ceiling."},{heading:"AI usage",text:"Any AI-assisted features draw from a usage allowance that refills when you upgrade or add capacity."}],related:["understand-account-billing","manage-seats-and-team","add-payment-method"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00870-crm-settings-account-billing-main"},{slug:"webhook-events-reference",title:"Webhook events and payloads reference",summary:"What the Events field and related webhook settings under API & Webhooks control.",path:"/crm/settings/developer",articleType:"reference",options:[{name:"Events",description:"The field in the Create webhook dialog where you choose which CRM activity should trigger a delivery to your Target URL."},{name:"Target URL",description:"The endpoint that receives the event payload; follows the placeholder pattern shown in the dialog, https://example.com/hooks/panelist."},{name:"Description (optional)",description:"A free-text note, following the placeholder 'What this endpoint is for', to help you remember why the webhook exists."},{name:"Recent deliveries",description:"A log of past deliveries to this webhook, each of which can be inspected with the Log action, with Refresh to pull the latest."}],related:["set-up-webhook","understand-api-webhooks","api-authentication"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00869-crm-settings-developer-main"},{slug:"webhook-troubleshooting",title:"Webhooks not triggering",summary:"Your webhook is not receiving events under API & Webhooks.",path:"/crm/settings/developer",articleType:"troubleshoot",causes:[{heading:"The Target URL has a typo",fix:"Open the webhook under Settings > API & Webhooks and check the saved Target URL against the expected format; https://example.com/hooks/panelist is the placeholder pattern. A missing character can pass validation and still fail delivery."},{heading:"The event you need isn't selected",fix:"Open the webhook and check which Events are selected. If the event you're waiting on isn't ticked, nothing will be delivered for it \u2014 select it and save."},{heading:"Your endpoint isn't responding correctly",fix:"Check Recent deliveries and click Log on a recent attempt to see the response your endpoint returned. Your server needs to respond successfully for the delivery to be marked as sent."}
1,{heading:"You can't verify the delivery came from Panelist",fix:"Use Copy next to the Signing secret to get the value your endpoint should use to verify deliveries, and confirm your endpoint is checking it correctly."},{heading:"Nothing has actually happened yet",fix:"Webhooks only fire on real changes. Trigger the actual event in the CRM, then check Recent deliveries and click Refresh to see if it arrived."}],related:["set-up-webhook","understand-api-webhooks","api-authentication"],group:"general",category:"crm-settings",categoryLabel:"CRM \xB7 Settings",screenshotKey:"00869-crm-settings-developer-main"},{slug:"add-speakers-agenda",title:"Adding speakers and agenda to your event",summary:"Populate your event website with speaker bios and the session schedule.",path:"/event/:eventIdOrSlug/new",articleType:"howto",steps:["Open your event's website builder and go to the speakers section.","Add a new speaker entry.","Enter the speaker's name, title, company, and a short bio.","Upload a headshot photo \u2014 speakers without one show a placeholder avatar.","Save the speaker to add them to the list.","Go to the agenda section and add a new session.","Enter the session title, start and end time, room or track, and assign one or more speakers.","Publish your changes so the agenda and speaker cards appear on the live event website."],related:["event-website-sections","preview-publish-website","registration-flow"],group:"general",category:"events",categoryLabel:"Events"},{slug:"booth-builder",title:"What your sponsor booth page contains",summary:"Your booth is the company page attendees open from the event, built from materials, branding and a description.",path:"/event/:slug/:roomId/sponsor",articleType:"reference",category:"events",categoryLabel:"Events",group:"general",screenshotKey:"00889-live-event-sponsor-company-main",options:[{name:"Company page",description:"The attendee-facing page behind your listing in the event, opened from the Company button in the sponsor rail"},{name:"Materials",description:"Files attendees can view or download from your page; the same items also appear under the Materials tab"},{name:"Branding",description:"Your logo plus any colour fields available on the company page, used wherever your company is shown in the event"},{name:"Description",description:"The text explaining what you are showcasing and which topics your team is ready to discuss \u2014 this is what attendees skim before deciding to open your page"},{name:"Preview",description:"Shows the attendee-facing version of the page so you can check it before publishing"},{name:"Publish state",description:"A page left in draft does not appear in the attendee-facing sponsors list, so it collects no engagement until it is published"},{name:"Visibility",description:"Controls which attendees can see the page; the host can also apply a sponsor-visibility rule at event level that overrides what you set"}],related:["sponsor-booth-setup","sponsor-troubleshoot-no-engagement","sponsor-engagement-metrics"]},{slug:"configure-registration-fields",title:"Configuring registration form fields",summary:"Customise which information you collect from registrants when they sign up.",path:"/event/:eventidorslug/discussion",articleType:"reference",options:[{name:"First Name",description:"Attendee's given name; required by default and used on badges and confirmation emails"},{name:"Last Name",description:"Attendee's family name; required by default and paired with First Name on the registrant list"},{name:"Email Address",description:"Required by default; used to send confirmation, reminder and any follow-up event emails"},{name:"Company",description:"Optional text field capturing the attendee's organisation \u2014 recommended on for any B2B event"},{name:"Job Title",description:"Optional text field capturing the attendee's role; useful for segmenting registrants by seniority"},{name:"Phone Number",description:"Optional field for a callback or SMS reminder number, not shown on public attendee lists"},{name:"Custom Question",description:"Add your own free-text or multiple-choice question; multiple-choice answers can be filtered on in the registrant list afterwards"}],related:["set-up-event-registration","understand-registration-flows"],group:"general",category:"events",categoryLabel:"Events"},{slug:"creating-an-event",title:"Creating a new event",summary:"Start a new event draft directly from your events list using the quick-add row.",path:"/events",articleType:"howto",steps:["Go to your events list at /events.",'Find the quick-add row with the placeholder text "New draft \u2014 press Enter to add".',"Type your event's name into the field.","Press Enter to create the draft.","Click Open event on the new draft's card to start editing it.","Add your event's details in the builder; as the event progresses you'll see Details and RSVP \u2192 appear on its card for others."],related:["website-builder","registration-flow","events-list"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00871-events-list-main"},{slug:"customize-event-banner",title:"Customising your event banner",summary:"Add a headline, subheading, background image and button colours to the top section of your event website that visitors see first.",path:"/event/:eventIdOrSlug/new",articleType:"howto",steps:["Open your event and go to its website builder.","Find the banner section at the top of the page layout.","Enter your event name as the headline and a short one-line pitch as the subheading.","Add a background image, either by uploading your own photo or choosing one from a built-in image library.","Adjust the text colour and button colour to match your brand.","Save your changes \u2014 this stores the banner without publishing it to visitors yet."],related:["event-website-sections","website-builder","preview-publish-website"],group:"general",category:"events",categoryLabel:"Events"},{slug:"event-list-views-filters",title:"Event list views and filters",summary:"Every view, button, and sidebar filter available from your events list.",path:"/events",articleType:"reference",options:[{name:"Up next",description:'The main feed of your events, shown under the heading "Upcoming events, soonest first".'},{name:"Today",description:"A button that jumps the feed to the current date."},{name:"Quick-add row",description:'A field with the placeholder text "New draft \u2014 press Enter to add" \u2014 type an event name and press Enter to create a new draft.'},{name:"Details",description:"A button on an event's card that shows more information about it."},{name:"RSVP \u2192",description:"A button on an event's card for responding to an invitation."},{name:"Open event",description:"A button on an event's card that takes you into the event itself."},{name:"Views",description:"A sidebar section for switching how the feed
1is arranged."},{name:"Your role",description:"A sidebar section for filtering the feed by the part you play in each event."},{name:"Categories",description:"A sidebar section for filtering the feed by category."},{name:"Saved items",description:"A menu entry that shows events you've bookmarked."}],related:["events-list","finding-event-in-list","event-statuses"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00871-events-list-main"},{slug:"event-not-in-list",title:"Event not appearing in your list",summary:"An event you expect is not in your Up next feed.",path:"/events",articleType:"troubleshoot",causes:[{heading:"A sidebar filter is narrowing the feed",fix:"Check the Views, Your role, and Categories sections in the sidebar \u2014 an active filter there can hide events that don't match it. Clear it to see the full feed again."},{heading:"The event is further out than you expect",fix:'The feed is sorted soonest first ("Upcoming events, soonest first"), so a far-future event may sit lower than you think. Click Today to reorient yourself, then scroll from there.'},{heading:"It's saved rather than on your main feed",fix:"Check Saved items in the menu \u2014 an event you bookmarked may live there rather than in the main Up next list."},{heading:"The draft was never actually created",fix:`If you typed a name into the quick-add field (placeholder text "New draft \u2014 press Enter to add") but didn't press Enter, nothing was saved. Re-type it and press Enter this time.`},{heading:"You don't have access to it",fix:"You only see events tied to your role. Ask whoever created the event to check your access \u2014 it should appear in your feed shortly after being added."}],related:["events-list","creating-an-event","event-statuses"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00871-events-list-main"},{slug:"event-sponsor-booth-setup",title:"Setting up your booth before the event",summary:"Set up your company page with materials and branding from the sponsor room on an event site.",path:"/event/:slug/:roomId/sponsor",articleType:"howto",category:"events",categoryLabel:"Events",group:"general",steps:["Open the C
1ompany button in the sponsor rail","Add the materials you want attendees to view or download \u2014 these are also available from the Materials tab","Set your branding \u2014 logo and any colour or description fields available on your company page","Fill in the description explaining what you're showcasing and which topics your team is ready to discuss","Preview your company page to see the attendee-facing version before publishing","Open the page from a different browser or device to confirm every uploaded file actually downloads and every link resolves correctly"],related:["sponsor-home-dashboard","sponsor-engagement-metrics","sponsor-leads-follow-up"]},{slug:"event-sponsor-target-accounts",title:"Managing your target account list",summary:"Upload the companies you want to meet and track how many attend, from the Targets tab on an event site.",path:"/event/:slug/:roomId/sponsor",articleType:"howto",category:"events",categoryLabel:"Events",group:"general",steps:["Open the Targets tab from the sponsor rail \u2014 this is where you upload the list of companies you want to connect with","Upload a list of company names you're targeting, one per row","Once uploaded, the Targets tab matches your target companies against the attendee roster to show you how many registered for the event","Open the target-account summary on the Home tab to see which of your targets are actually attending, then get their contact details from the Attendees tab","During the event, use the Targets tab to track your progress meeting these key accounts \u2014 mark conversations as complete or add notes on next steps if that option is available","After the event, review the Targets tab for a record of which companies you met and which ones you missed, so you can follow up"],related:["sponsor-home-dashboard","sponsor-engagement-metrics","sponsor-leads-follow-up"]},{slug:"event-statuses",title:"Understanding event statuses",summary:"How an event's stage in its lifecycle affects what you can do with it.",path:"/events",articleType:"understanding",body:[{heading:"Why stage matters",text:"Every event sits somewhere between a rough draft and a fully wrapped-up event. What you can do with it \u2014 edit freely, open it to registrants, or just review results \u2014 depends on where it currently sits in that lifecycle."},{heading:"Early stage",text:"A newly created event, such as one you start from the quick-add row, begins as a draft only you and any collaborators can see. You can edit everything and preview it before anyone else does."},{heading:"Open and running",text:"Once you publish an event, it becomes visible to its intended audience and starts collecting RSVPs or registrations. Most content can still be edited, though changes made late in the process carry more risk."},{heading:"After the event",text:"Once an event's date has passed, it drops out of the Up next feed. Its details and results stay accessible for follow-up, even though it's no longer accepting new activity."},{heading:"Filtering by your role",text:"The sidebar's Your role section lets you filter the feed by the part you play in an event \u2014 for example, events you host versus events you're only invited to."}],related:["events-list","finding-event-in-list","website-builder"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00871-events-list-main"},{slug:"event-website-issues",title:"Troubleshooting event website display issues",summary:"Your event website looks wrong, or a section will not behave.",path:"/event/:eventIdOrSlug/new",articleType:"troubleshoot",causes:[{heading:"Images are not showing on the website",fix:"Open the section where the image was added and check for a broken-image indicator. Re-upload the file as a JPG or PNG under 5MB \u2014 very large files can silently fail to render. Clear the field and upload again rather than replacing the file in place."},{heading:"Text is cut off or overlapping",fix:"Open the section and shorten the headline or bio text until it fits within the editor's guide lines. Preview the page in a mobile-sized view \u2014 text that fits on desktop often wraps awkwardly on phone widths."},{heading:"Sections are not appearing in the right order",fix:"Sections render in a fixed order and cannot be drag-reordered. If one is missing entirely, check that it has content \u2014 an empty section like speakers or partners is hidden, not shown blank."}
1,{heading:"Changes are not showing on the live website",fix:"Confirm you published your changes rather than only saving a draft \u2014 saving keeps a draft, publishing pushes it live. Then hard-refresh your browser to clear a cached copy of the old page."},{heading:"The website looks different on mobile than desktop",fix:"Preview the page in a mobile-sized view to check spacing and image cropping. The layout is responsive, but very long text can still overflow on narrow screens \u2014 shorten it and check again."}],related:["preview-publish-website","event-website-sections","website-builder"],group:"general",category:"events",categoryLabel:"Events"},{slug:"event-website-sections",title:"Event website sections and what they show",summary:"Reference guide to the sections available when building your event website.",path:"/event/:eventIdOrSlug/new",articleType:"reference",options:[{name:"Banner",description:"The top section of the page; controls headline, subheading, background image and button/text colours \u2014 the first thing a visitor sees before scrolling"},{name:"Event Overview",description:"A short block with date, format and a one-paragraph description just under the banner; leave it empty and it does not show on the live page"},{name:"Industry Audience",description:"Job titles, industries and seniority levels displayed as tags so visitors can self-qualify before registering"},{name:"What To Expect",description:"A free-text summary of the format (panels, workshops, networking) that renders as a paragraph or short list"},{name:"Key Topics",description:"A tag-style list of subjects covered \u2014 each topic renders as a small pill so visitors can scan themes at a glance"},{name:"Speakers",description:"Cards showing each speaker's photo, name, title and bio, pulled from the entries you add in the speakers section"},{name:"Agenda",description:"A time-ordered list of sessions with start/end times, room or track, and assigned speaker; sessions with no content do not show"},{name:"Partners",description:"A logo grid for sponsors and partner organisations; a logo can link out to the partner's site"},{name:"Location",description:"Shows the venue address for in-person events, or join/dial-in instructions for virtual and hybrid events"},{name:"Quick Links",description:"A footer-style navigation area linking out to other key sections of the page, built from the sections above"}],related:["website-builder","customize-event-banner","add-speakers-agenda"],group:"general",category:"events",categoryLabel:"Events"},{slug:"events-list",title:"Understanding your events list",summary:"Your events list is the feed of every event you are involved in, ordered by which one happens next.",path:"/events",articleType:"understanding",category:"events",categoryLabel:"Events",group:"general",screenshotKey:"00871-events-list-main",body:[{heading:"What the list shows",text:"The events list at /events is the single place your events gather, whatever your part in them. The main feed appears under Up next, described on the page as 'Upcoming events, soonest first', so the event happening next is always at the top."},{heading:"Events you host and events you attend",text:"The list mixes events you run with events you were invited to. The sidebar's Your role section is how you separate the two \u2014 filter by the part you play to see only the events you host, or only those you are attending."},{heading:"What a card gives you",text:"Each event appears as a card carrying the buttons relevant to it. Details shows more about the event, Open event takes you inside, and RSVP appears where you have an invitation to respond to. Which buttons appear depends on the event and your role in it."},{heading:"Creating events from the list",text:"New events start here too. The quick-add row, with the placeholder text 'New draft \u2014 press Enter to add', creates a draft from a name and nothing else, which you then open and build out."},{heading:"Narrowing the feed",text:"Views, Your role and Categories in the sidebar each narrow what the feed shows, and Today jumps the feed to the current date. An event that seems to be missing is very often hidden behind one of these filters rather than absent."},{heading:"Events that have passed",text:"Once an event's date has gone by it drops out of the Up next feed, since that feed is about what is coming. Its details and results stay reachable for follow-up work afterwards."}],related:["event-list-views-filters","finding-event-in-list","event-statuses"]},{slug:"finding-event-in-list",title:"Finding an event in your list",summary:"Use the Up next feed, the Today button, and the sidebar filters to locate a specific event.",path:"/events",articleType:"howto",steps:['Open your events list at /events \u2014 events appear under Up next, described as "Upcoming events, soonest first".',"Click Today to jump the feed to the current date.","Use the sidebar sections \u2014 Views, Your role, and Categories \u2014 to narrow down what's shown.","Check Saved items in the menu if the event you're after is one you bookmarked earlier.","Click Details on an event's card to see more about it, or click Open event to go straight in."],related:["events-list","event-statuses","saving-favorite-events"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00871-events-list-main"},{slug:"manage-event-registrants",title:"Managing event registrants",summary:"View and manage the list of people who have registered for your event.",path:"/event/:eventidorslug/discussion",articleType:"howto",steps:["Go to your event's registrants list.","Review the full list of attendees along with the information each one submitted.","Use search or filtering to find someone by name, email or company.","Export the list for use outside Panelist.","Remove a registrant or mark them as a no-show from their row.","Select multiple registrants to message them as a group.","Check the summary information at the top for total registrants and completion rate."],related:["set-up-event-registration","understand-registration-flows","troubleshoot-registration-issues"],group:"general",category:"events",categoryLabel:"Events"},{slug:"matchmaking-caps",title:"Using caps to control meeting volume",summary:"Two limits you can set before proposing matches to keep meeting volume manageable.",path:"/event/:eventIdOrSlug/meetings-itinerary",articleType:"reference",options:[{name:"Max per sponsor",description:"Caps how many attendees a single sponsor gets matched with in this proposal run \u2014 for example, setting 15 stops a popular sponsor from being suggested to 40 attendees at once."},{name:"Max per attendee",description:"Caps how many total meeting suggestions \u2014 sponsor and peer combined \u2014 a single attendee receives from this run, so no one's itinerary fills up with dozens of suggested meetings before the event even starts."}],related:["propose-matchmaking-meetings","matchmaking-explained"],group:"general",category:"events",categoryLabel:"Events"},{slug:"matchmaking-explained",title:"How matchmaking works",summary:"See how registration answers and sponsor targeting produce ranked meeting suggestions before the event opens.",path:"/event/:eventIdOrSlug/meetings-itinerary",articleType:"understanding",body:[{heading:"What matchmaking is",text:"Matchmaking runs against registration data before the event opens, ranking who should meet whom. Those suggestions land in each attendee's itinerary ahead of time, so people see proposed meetings when they first log in instead of networking cold on the day."},{heading:"What gets matched",text:"Sponsor-attendee pairs come from the targeting rules a sponsor configured at event setup \u2014 job title, industry, company size, etc. \u2014 ranked by how closely an attendee fits. Peer pairs come from shared answers to registration questions and a precomputed compatibility score between two attendees."},{heading:"How rankings work",text:"Each pair gets a numeric score; a higher score means a tighter fit between what the sponsor is targeting (or what tw
1o attendees have in common) and the attendee's actual registration answers. The score sits next to each row so you can gauge strength before deciding what to propose."},{heading:"Why proposed doesn't mean automatic",text:"Proposing a match only adds it as a pending suggestion to the attendee's itinerary \u2014 it does not reserve a calendar slot. The attendee still has to accept, decline, or reschedule it, so proposing generously doesn't risk double-booking anyone's actual schedule."}],related:["propose-matchmaking-meetings","registration-flow","meeting-requests"],group:"general",category:"events",categoryLabel:"Events"},{slug:"matchmaking-no-matches",title:"No matchmaking pairs or low match scores",summary:"The matchmaking view shows few suggested pairs, or none at all.",path:"/event/:eventIdOrSlug/meetings-itinerary",articleType:"troubleshoot",causes:[{heading:"No registered attendees yet",fix:"Matchmaking only runs against attendees who have registered and answered the registration survey. Check the event's attendee list \u2014 if it's empty or very small, there's nothing to match yet; wait for registrations to come in or promote the event."},{heading:"Sponsors have no targeting criteria set",fix:"Open the website builder's sponsor section and check each sponsor's targeting rules. A sponsor added with no criteria (job title, industry, company size) won't generate any sponsor-attendee matches \u2014 add specific criteria that overlaps with your actual attendee base."},{heading:"Registration questions don't overlap with sponsor criteria",fix:"Compare a handful of attendee registration answers against what sponsors are targeting. If attendees aren't being asked the questions sponsors screen on, either loosen the sponsor criteria or add a registration question that captures the field sponsors need."},{heading:"The ranked list is stale",fix:"If attendees registered or sponsors were reconfigured after you last opened this view, reopen the matchmaking view to re-run the ranking and pull in the new data."},{heading:"A previous run already used up the caps",fix:"Check the confirmation message from your last proposal run \u2014 it reports how many matches were skipped for exceeding a cap. If that number is high, run it again with higher per-sponsor or per-attendee caps."}],related:["matchmaking-explained","propose-matchmaking-meetings"],group:"general",category:"events",categoryLabel:"Events"},{slug:"preview-publish-website",title:"Previewing and publishing your event website",summary:"Review your event website before it goes live and control when attendees can see it.",path:"/event/:eventIdOrSlug/new",articleType:"howto",steps:["Go to your event's website builder.","Make your edits across the available sections \u2014 banner, overview, speakers, agenda, and so on.","Open a preview to see the live-rendered page in a new tab.","Check how text and images reflow in a mobile-sized view.","Return to the builder and adjust any section that needs changes.","Publish once everything looks right.","Copy the event website link and share it with your audience."],related:["website-builder","event-website-sections","registration-flow"],group:"general",category:"events",categoryLabel:"Events"},{slug:"propose-matchmaking-meetings",title:"Proposing matchmaking meetings",summary:"Select ranked matches, set per-sponsor and per-attendee caps, then propose them as meeting suggestions.",path:"/event/:eventIdOrSlug/meetings-itinerary",articleType:"howto",steps:["Open the event and go to its matchmaking view.","Review the ranked list of sponsor-attendee and peer matches, each shown with a score and a plain-language reason.","Select the specific pairs you want to propose, or leave everything unselected to propose the full list.","Set a per-sponsor cap to limit how many attendees any one sponsor gets matched with in this run.","Set a per-attendee cap to limit how many total meeting suggestions any one attendee receives.","Propose the pairs you selected, or run the full ranked list through your caps.","Read the confirmation message \u2014 it states how many meetings were created and how many were skipped for exceeding a cap.","Open a sample attendee's itinerary to confirm the proposed meetings appear as pen
1ding suggestions, not confirmed bookings."],related:["matchmaking-explained","reviewing-suggested-matches","registration-flow"],group:"general",category:"events",categoryLabel:"Events"},{slug:"registration-flow",title:"How event registration works",summary:"Registration is the path an attendee takes from your event page to a confirmed place on your registrant list.",path:"/event/:eventidorslug/discussion",articleType:"understanding",category:"events",categoryLabel:"Events",group:"general",screenshotKey:"",body:[{heading:"Where registration sits",text:"Registration is turned on and configured in your event's settings, and it surfaces on the published event website as the place attendees sign up. Until the event is published and registration is switched on, there is nothing for an attendee to submit."},{heading:"What the attendee submits",text:"You choose which fields the form collects and which of them are required \u2014 name, email, company, job title and any custom questions you add. Email is what confirmation and reminder messages are sent to, so it is collected by default on every event."},{heading:"What happens after submission",text:"For most open events, submitting the form is the whole process and the attendee is confirmed straight away. Limited-capacity or invite-only events can add a review step, in which case the attendee waits with a pending status until someone accepts them."},{heading:"Where registrants end up",text:"Every submission lands on your registrant list, with the information that person entered. That list is what you search, filter, export and message from, and it is also what your capacity tracking counts against any attendance limit you set."},{heading:"What registration data is used for later",text:"Registration answers are not only a sign-up record. Matchmaking ranks meeting suggestions against them, which is why a form that collects job title, company and a useful custom question produces better matches than one that collects an email address alone."}],related:["set-up-event-registration","understand-registration-flows","manage-event-registrants"]},{slug:"reviewing-suggested-matches",title:"Understanding match reasons and sources",summary:"Read the reason, source, TAL flag, and score shown next to each suggested match before proposing it.",path:"/event/:eventIdOrSlug/meetings-itinerary",articleType:"understanding",body:[{heading:"What a match reason tells you",text:"Each row includes a plain-language reason, like 'shared interest in AI' or 'sponsor targeting finance professionals' \u2014 a quick sanity check for whether the pairing makes sense before you spend a proposal on it."},{heading:"Match sources",text:"The source label tells you what generated the pairing: sponsor targeting rules for sponsor-attendee matches, or survey answers, shared interests, or precomputed compatibility for peer matches. If most of your matches trace back to one source, that's a sign the other mechanism isn't producing much signal for this event."},{heading:"TAL indicator",text:"A TAL flag on a sponsor-attendee match means the attendee is on that sponsor's Target Account List \u2014 a named list of accounts the sponsor specifically wants, not just a criteria match. These are worth prioritising over criteria-only matches with the same score."},{heading:"How to read a score",text:"Higher numbers mean stronger fit; a dash instead of a number means the pair matched a binary yes/no rule rather than a weighted signal \u2014 still valid to propose, just not comparable on a numeric scale to the scored rows."}],related:["propose-matchmaking-meetings","matchmaking-explained"],group:"general",category:"events",categoryLabel:"Events"},{slug:"saving-favorite-events",title:"Saving an event for later",summary:"Bookmarking an event puts it in Saved items so you can reach it without scrolling the feed.",path:"/events",articleType:"howto",category:"events",categoryLabel:"Events",group:"general",screenshotKey:"00871-events-list-main",steps:["Open your events list at /events and find the event under Up next.","Use the save or bookmark control on the event's card to mark it.","Open Saved items from the menu to see everything you have bookmarked.","Click Open event on a saved card to go into the event, or Details to see more about it first.","Unmark an event the same way you saved it when you no longer need it in the list."],related:["finding-event-in-list","event-list-views-filters","events-list"]},{slug:"set-up-event-registration",title:"How to set up event registration",summary:"Enable and configure registration for your event so attendees can sign up.",path:"/event/:eventidorslug/discussion",articleType:"howto",steps:["Go to your event's settings and open the registration section.","Turn on registration for this event.","Choose which fields to collect and mark each as required or optional \u2014 name, email, company, title, and so on.","Set an attendance limit if you want registration to close at a fixed number of signups.","Preview the registration page to check it renders correctly, then submit a test entry.","Publish your event and share the registration link
1with attendees \u2014 this is the page where they'll see the Register Now button."],related:["understand-registration-flows","manage-event-registrants","troubleshoot-registration-issues"],group:"general",category:"events",categoryLabel:"Events"},{slug:"sponsor-engagement-metrics",title:"Understanding booth engagement metrics",summary:"What impressions, conversions and engagement rates tell you about booth performance.",path:"/event/:slug/:roomId/sponsor",articleType:"understanding",category:"events",categoryLabel:"Events",group:"general",body:[{heading:"What you measure",text:"Your engagement metrics break down into three parts. Booth impressions counts how many times attendees viewed your booth. Lead captures counts contacts who engaged with you, and conversions counts the leads who scheduled a meeting or left contact details. Not every visitor becomes a lead, and not every lead books a meeting \u2014 the engagement view shows you where attendees drop off in that funnel so you can focus on what matters most."},{heading:"Impressions vs. leads vs. conversions",text:"An impression is simply an attendee visiting your booth \u2014 this is the widest part of the funnel. A lead is someone who took action: downloaded a handout, started a chat, or was scanned by your team. A conversion is a lead who went further \u2014 they scheduled a meeting with you or filled out a detailed contact card. Your conversion rate (leads \xF7 impressions) tells you how engaging your booth is; your meeting rate (meetings \xF7 leads) tells you how well your content or pitch turns interest into actual meetings."},{heading:"Why these numbers matter",text:"If your impressions are high but leads are low, attendees are curious about your booth but not taking the next step \u2014 review your booth setup or the offer you're promoting. If you have many leads but few meetings, your team may be gathering contacts without qualifying them or your meeting availability may be limited. The engagement view is built to spot these gaps so you can adjust in real time, not just during post-event analysis."},{heading:"Tracking over time",text:"The engagement view shows trends throughout the event: watching each metric over time lets you see whether interest is building, staying flat, or declining as the event progresses. A dip might indicate your booth staff took a break; a spike might indicate a panel mention or a prime-time slot drove traffic."}],related:["sponsor-home-dashboard","sponsor-leads-follow-up","event-sponsor-booth-setup"]},{slug:"sponsor-home-dashboard",title:"Navigating the sponsor home dashboard",summary:"Your overview of leads, meetings, team activity and booth performance all in one place.",path:"/event/:slug/:roomId/sponsor",articleType:"howto",steps:["Open the sponsor portal from the live event \u2014 you'll land on the home tab by default, which is your main dashboard.","Scan the scoreboard tiles at the top to see your key metrics: total leads captured, meetings scheduled, attendees engaged, and target accounts represented.","Click any scoreboard tile to drill into that section for more detail \u2014 for example, clicking the leads tile takes you to the full leads list.","Review the funnel below the scoreboard, which shows how many attendees visited your booth and how many converted to leads or scheduled meetings.","Check the team activity area to see what your booth staff have been doing \u2014 conversations started, handouts distributed, and team attendance.","Use the quick-action links in the bottom section to jump to booth setup, view meetings, download materials, or access your to-do list.","During the event, the dashboard updates in real time \u2014 refresh periodically to see new leads and engagement metrics as they arrive."],related:["sponsor-leads","sponsor-meetings","booth-builder"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00882-live-event-sponsor-main-main"},{slug:"sponsor-leads",title:"Understanding your sponsor leads",summary:"A lead is an attendee who has engaged with your company at an event, collected for you as the event runs.",path:"/event/:slug/:roomId/sponsor",articleType:"understanding",category:"events",categoryLabel:"Events",group:"general",screenshotKey:"00884-live-event-sponsor-attendees-main",body:[{heading:"What counts as a lead",text:"A lead is an attendee who took an action towards your company rather than only passing by. Downloading one of your materials, starting a conversation with your team, or being added by someone on your stand all register as engagement. An attendee who only viewed your page counts as an impression, not a lead."},{heading:"Where your leads appear",text:"Everyone who has engaged with your company shows up in the Attendees tab of the sponsor rail, and in the leads section of your sponsor console. Opening an entry shows the attendee's company and title alongside how they have engaged with you so far, so you can see the history behind the name before you reach out."},{heading:"Leads build up during the event",text:"The list fills as the event runs rather than arriving in one batch at the end. That means you can work it live \u2014 checking who has engaged in the last hour, and sending a meeting request through the Meetings tab while the attendee is still on site."},{heading:"What happens to leads afterwards",text:"The list stays available once the event has finished, so your team can work through it for follow-up. It can be exported with engagement type and timestamps for import into your own CRM or email tool, and it also feeds the summary numbers you see in your engagement view and post-event report."},{heading:"Leads and the rest of your sponsorship",text:"Lead volume depends on what the host has enabled for you and on how your company page is set up. If the Attendees tab is missing entirely, that is a visibility setting held by the host; if it is present but empty, the cause is usually your page rather than your permissions."}],related:["sponsor-leads-follow-up","sponsor-booth-chat","sponsor-engagement-metrics"]},{slug:"sponsor-leads-follow-up",title:"Following up with leads after the event",summary:"Export your leads list and prioritize who to reach out to first.",path:"/event/:slug/:roomId/sponsor",articleType:"howto",steps:["Open the leads section of your sponsor console to see everyone who engaged with your booth, listed with their most recent action first.","Open a lead's row to see their full engagement history \u2014 what they downloaded, when they visited, whether a chat took place.","Flag the leads who spent the longest time in your booth, downloaded more than one item, or started a conversation \u2014 these are your highest-priority follow-ups.","Export the full list, including engagement type and timestamps, for import into your own CRM or email tool.","Note which leads had a live chat during the event specifically \u2014 these warrant a personal follow-up rather than a generic campaign send.","Send follow-up outreach within 24-48 hours of the event ending, while the conversation and your booth are still fresh for the attendee."],related:["sponsor-leads","sponsor-report","sponsor-meetings"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-meeting-best-practices",title:"Running an effective sponsor meeting",summary:"Prepare for and conduct sponsor meetings during the event to maximise lead quality.",path:"/event/:slug/:roomId/sponsor",articleType:"howto",steps:["Review pending meeting requests as they arrive so you can prepare talking points based on each attendee's profile and prior booth engagement.","Accept incoming requests as promptly as possible during the live event \u2014 a fast response signals active presence and improves show-up rates.","Prepare a short opening pitch tailored to the attendee's role or industry where their profile gives you enough to personalise it, rather than a single generic script.","During the meeting, lead with questions about what the attendee is looking for before pitching, and jot down notes for follow-up as you go.","Reference their specific booth activity where you can \u2014 mentioning a downloaded case study by name builds rapport faster than a cold pitch.","End every meeting with one explicit next step \u2014 a scheduled follow-up call, a demo link, or a calendar invite \u2014 rather than leaving it open-ended.","Close the meeting and return to your booth console promptly so the next incoming request can connect without a delay."],related:["sponsor-meetings","sponsor-leads","booth-builder"],group:"general",category:"events",categoryLabel:"Events",screenshotKey:"00886-live-event-sponsor-agenda-main"},{slug:"sponsor-no-leads",title:"Troubleshooting missing or low leads",summary:"Check these common issues if you are not seeing leads or engagement in your sponsor portal.",path:"/event/:slug/:roomId/sponsor",articleType:"troubleshoot",causes:[{heading:"Check: Your booth is not set up yet",fix:"Before attendees can visit your booth, it must be built and published. Go to the booth section and verify your booth has a title, description, and branding. Until the booth is live, attendees cannot access it, so no impressions or leads can be captured. Publish it as soon as possible so it appears in the event's booth directory for the remainder of the event."},{heading:"Check: Your team is not in the booth",fix:"Leads are typically captured when your booth staff check in to the booth during the event or when attendees visit and leave contact details. If your team has not checked into the booth yet, impressions may be captured but leads will be minimal. Have your booth staff open the booth section and check in; leads will increase as they engage attendees."},{heading:"Check: Limited booth package or no expo access",fix:"Some event hosts assign sponsor packages without expo (virtual booth) access \u2014 in that case, no booth appears in the attendee app, so no leads can be captured this way. Confirm with the event host that your sponsor package includes booth access. If it does not, leads may come through meetings or other channels instead."},{heading:"Check: The event has not started yet or has ended",fix:"Leads are typically captured during the live event window. If the event has not started yet, no attendees are checked in yet, so leads cannot be recorded. If the event has ended, the portal is generally read-only and no new leads will be added \u2014 review the post-event report to see final numbers."},{heading:"Check: Leads are not meeting your filter criteria",fix:"The leads list can be filtered by engagement type (visited, chatted, scanned, etc.). If you applied a filter and see no results, clear the filter or widen it to see leads that engaged in other ways. Some attendees may have visited your booth but not downloaded materials or started a chat, so they still count as leads but may
1not appear under stricter filters."}],related:["sponsor-leads","sponsor-engagement-metrics","booth-builder"],group:"general",category:"events",categoryLabel:"Events"},{slug:"sponsor-report",title:"Understanding the post-event sponsor report",summary:"The sponsor report is a summary of your participation, sent to sponsors after the event has finished.",path:"/event/:slug/:roomId/sponsor",articleType:"understanding",category:"events",categoryLabel:"Events",group:"general",screenshotKey:"",body:[{heading:"What the report is",text:"The post-event report is a summary of how your sponsorship performed, delivered by email once the event has ended. It is switched on per sponsor by the host as part of your sponsorship settings, so if you have never received one, that setting is the first thing to check."},{heading:"What it summarises",text:"The report covers the same ground as your engagement view: how many attendees viewed your company page, how many of them engaged enough to become leads, and how many went further and booked a meeting or left the
1ir contact details. It is the end-of-event version of numbers you can already watch while the event runs."},{heading:"How it relates to your leads list",text:"The report gives you totals; your leads list gives you the individual people behind them. Use the report to judge whether the sponsorship performed, and the leads list to decide who to contact first. Follow-up always works from the leads list, since that is where each attendee's engagement history sits."},{heading:"When to expect it",text:"Reports are sent after the event has wrapped up rather than during it. If you need numbers before then, open your engagement view during the event \u2014 it updates as attendees engage, so you do not have to wait for the report to see whether your page is working."},{heading:"If you did not receive one",text:"The report goes to the email address the host invited as your sponsor contact, which is the same address the sponsor rail is tied to. If it has not arrived, check that address rather than a shared inbox, and ask the host to confirm the post-event report is enabled on your sponsorship."}],related:["sponsor-engagement-metrics","sponsor-leads","sponsor-booth-setup"]},{slug:"sponsor-team-access",title:"Adding your team to the sponsor portal",summary:"Grant booth staff access to the portal so they can log leads, schedule meetings, and see real-time engagement.",path:"/event/:slug/:roomId/sponsor",articleType:"howto",related:["booth-builder","sponsor-leads"],group:"general",category:"events",categoryLabel:"Events",steps:["Open the sponsor portal and go to its team section.","Add a new team member.","Enter the teammate's email address \u2014 they don't need an existing account, since accepting the invite creates one.","Send the invite; the teammate receives an email invitation to join this event as a sponsor representative.","Once they accept, they appear in the team list and can log in immediately to capture leads and see the shared dashboard.","To remove access, open the menu next to a team member's name and remove them \u2014 this takes effect immediately.","Check team activity periodically to see which teammates have logged conversations, handouts, or meetings."]},{slug:"sponsor-troubleshoot-no-engagement",title:"Why your booth isn't getting engagement",summary:"Your leads list is empty, or engagement is below what you expected.",path:"/event/:slug/:roomId/sponsor",articleType:"troubleshoot",causes:[{heading:"Your booth is still in draft",fix:"Open the booth section and check its status. A drafted booth never appears in the attendee-facing sponsors list, so zero engagement is expected, not a bug. Publish it once your description and materials are ready, then check the attendee view to confirm it now appears."},{heading:"Your booth materials are broken",fix:"Open your own booth preview and click through every uploaded material and link. A failed download or a dead link kills engagement silently \u2014 attendees rarely report it, they just leave. Re-upload any file that doesn't open correctly."},{heading:"Attendees simply haven't gotten to sponsor booths yet",fix:"Engagement typically ramps up once main-stage or breakout content winds down and attendees start browsing. Check the current agenda \u2014 if a keynote or popular session is running, expect low booth traffic until it ends."},{heading:"Your booth description isn't giving attendees a reason to click",fix:"Attendees skim sponsor cards fast before deciding whether to open one. Rewrite your description to lead with a specific, concrete offer \u2014 what problem you solve, what they'll walk away with \u2014 rather than a general company blurb. A clear, specific pitch reliably outperforms vague copy."},{heading:"Your booth's visibility is restricted",fix:"Check your booth's visibility setting to confirm it's set to all registered attendees rather than a specific segment. If it's correctly set and still restricted, the event host may have applied a sponsor-visibility rule at the event level \u2014 confirm with them directly."}],related:["sponsor-leads","booth-builder","sponsor-report"],group:"general",category:"events",categoryLabel:"Events"},{slug:"troubleshoot-registration-issues",title:"Troubleshooting registration problems",summary:"Resolve common issues with your event's registration form and submissions.",path:"/event/:eventidorslug/discussion",articleType:"troubleshoot",causes:[{heading:"Registrants report the form won't submit",fix:"Open the registration form yourself and check that every required field actually has a visible label and input box. Submit a test entry in a private/incognito window to rule out a cached, broken version of the page loading for real attendees."},{heading:"Registrants receive duplicate confirmation emails",fix:"Check the submission timestamps on a registrant's entry \u2014 a second submission a few seconds after the first usually means they double-clicked submit. Confirm only one confirmation email is configured for this registration."},{heading:"Registration numbers are lower than expected",fix:"Confirm registration is turned on and the event is published, not just saved as a draft. Check whether an attendance limit has already been reached, and check whether your invite emails are landing in spam instead of inboxes."},{heading:"Custom fields are showing errors",fix:"Check that each custom question's field type (text, multiple choice, date) matches what you actually want collected \u2014 a text field with a numeric validation rule will reject valid answers. Remove and re-add any field that keeps failing."},{heading:"Export/CSV download is failing",fix:"Confirm your role has permission to export registrants on this event \u2014 some roles can view registrants but not export them. If the list is very large, apply a filter first to shrink the export."}],related:["set-up-event-registration","manage-event-registrants"],group:"general",category:"events",categoryLabel:"Events"},{slug:"understand-registration-flows",title:"Understanding registration flows",summary:"How registration can work, from immediate confirmation to a reviewed, invite-only process.",path:"/event/:eventidorslug/discussion",articleType:"understanding",body:[{heading:"What is a registration flow?",text:"A registration flow is the sequence an attendee walks through to sign up \u2014 the fields they see, any confirmation step, and what happens after they submit. It's what produces your registrant list and, indirectly, your capacity tracking."},{heading:"Immediate confirmation",text:"For most open, general-attendance events, submitting the form is enough \u2014 there's no approval step, and the attendee is confirmed right away."},{heading:"Conditional fields",text:"Some events show different questions to different attendees \u2014 for example, a follow-up question that only appears if someone picks a certain
1job title. Use this when different attendee types need different information collected."},{heading:"Reviewed registration",text:"Limited-capacity or invite-only events can add a manual review step between submission and confirmation. While a request is pending, the attendee sees Under Review instead of an immediate confirmation. Once accepted, their status becomes Portal and they can open the event and add it to their calendar. For an invitation-type event they have not registered for yet, they see an Event Lobby entry point instead."}],related:["set-up-event-registration","configure-registration-fields","manage-event-registrants"],group:"general",category:"events",categoryLabel:"Events"},{slug:"website-builder",title:"Understanding the event website builder",summary:"The website builder is where you assemble the public page for your event, section by section.",path:"/event/:eventIdOrSlug/new",articleType:"understanding",category:"events",categoryLabel:"Events",group:"general",screenshotKey:"",body:[{heading:"What the builder is",text:"Every event has a website builder where you put together the page visitors see before they register. You work through it one section at a time \u2014 banner, overview, speakers, agenda, partners and so on \u2014 rather than editing a single long page of free text."},{heading:"Sections, not a blank canvas",text:"The builder gives you a fixed set of sections and they render in a fixed order. You cannot drag them into a different sequence. What you control is which ones have content: a section you leave empty, such as speakers or partners, is hidden on the live page, not shown blank."},{heading:"Saving and publishing are different",text:"Saving stores your work as a draft that visitors cannot see. Publishing is what pushes the current state of the page live. This is the most common source of confusion when an edit appears correct in the builder but not on the public page \u2014 the change was saved but never published."},{heading:"Preview before you publish",text:"The builder opens a preview of the live-rendered page so you can check it in a new tab. Check a mobile-sized view as well as de
1sktop, because headline and bio text that fits comfortably on a wide screen often wraps awkwardly at phone widths."},{heading:"What the page feeds",text:"The website is the page attendees arrive on and register through, so the content you put here is also what shapes their first impression of the event. Speakers and agenda entries you add in the builder are the same ones shown as cards and a time-ordered schedule on the live page."}],related:["event-website-sections","customize-event-banner","preview-publish-website"]},{slug:"add-agenda-items",title:"Adding agenda items to your live event",summary:"Create agenda items to structure and guide your live event schedule.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the host console and select the Agenda tab from the rail.","Start a new agenda item.","Type the segment title \u2014 this is what participants see in their view of the agenda.","Set a start time and duration, or leave both unset if the segment doesn't run on a fixed clock.","Add a short description and, if someone is leading the segment, their name.","Save the item to add it to the schedule."],related:["understand-agenda","reorder-agenda-items","manage-agenda-timing"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00878-live-event-host-run-sheet-main"},{slug:"add-session-agenda",title:"Adding a new session to the agenda",summary:"Create a new session and place it in a specific room and time slot.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab in the host console.","Start a new session, either from the top of the schedule or within a specific room.","Choose a general format for the session, such as keynote, panel, interactive, fireside, or break.","Fill in the Title and Description, then add speakers or moderators if the format calls for them.","Pick the Room and set the Start time.","Set the session's duration or end time.","Save the session so it appears in the schedule at the position you specified."],related:["manage-agenda-timeline-live-event","session-formats-reference","agenda-timeline-view"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00874-live-event-host-people-main"},{slug:"add-session-to-agenda",title:"Adding a session to the event agenda",summary:"Create a new session in your event schedule with speakers, timing, and other details.",path:"/live-event/:eventId/console/agenda",articleType:"howto",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",screenshotKey:"00877-live-event-host-agenda-main",steps:["Open the Agenda tab in the host console.","Choose the room the session will run in, if your event has more than one.","Start a new session and enter its Title.","Set the session's start and end timing.","Add a description, then link one or more speakers and, if relevant, sponsors.","Save the session so it's added to the schedule at the time you set."],related:["publish-agenda-changes","session-formats","reorder-agenda-sessions","agenda-timeline"]},{slug:"add-sessions-to-agenda",title:"Adding sessions to the agenda",summary:"Create new sessions in your event schedule and assign them to rooms.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab from the host console rail.","Choose the day and room you want to add a session to, if your event has more than one of either.","Start a new session.","Enter the session title, choose a general format (keynote, panel, interactive, etc.), and set the start and end timing.","Optionally add speakers, sponsors, and a room.","Save the session to add it to the schedule."],related:["organize-sessions-by-room","edit-session-details","session-formats"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00874-live-event-host-people-main"},{slug:"agenda-item-settings",title:"Agenda item settings and options",summary:"Reference for the fields available when creating or editing an agenda item.",path:"/live-event/:eventId/console/agenda",articleType:"reference",options:[{name:"Title",description:"The segment name shown to participants and in the host console \u2014 required to save the item."},{name:"Start time",description:"The scheduled clock time this item begins; leaving it blank marks the item as flexible-timed."},{name:"Duration",description:"How long the segment is expected to run, shown to participants as part of the schedule."},{name:"Description or notes",description:"Free-text detail about the segment."},{name:"Speaker or host name",description:"The person leading the segment, shown next to the title so attendees know who to expect."}],related:["add-agenda-items","understand-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00873-live-event-host-home-main"},{slug:"agenda-not-displaying",title:"Agenda items not showing or updating",summary:"Troubleshoot when agenda items fail to appear or changes don't sync during your event.",path:"/live-event/:eventId/console/agenda",articleType:"troubleshoot",causes:[{heading:"The item wasn't actually saved",fix:"Open the Agenda tab and check whether the item you added is listed. If it isn't, re-add it, make sure the title field has a value, and save again \u2014 confirm it now appears before navigating away."},{heading:"Participants are viewing a cached version of the page",fix:"Changes are meant to update live, but a participant who loaded the event page well before your edit may be holding an older render. Ask them to refresh their browser tab, or do a hard refresh if a normal one doesn't help."},{heading:"The event hasn't started yet",fix:"Some agenda behaviour may only apply once the event has actually started. Check the event's status in the host console header."},{heading:"A stale session lost sync with the server",fix:"If edits stop reflecting after a long session, close the host console tab entirely and reopen the event from your dashboard rather than just refreshing."}],related:["understand-agenda","add-agenda-items"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00881-live-event-host-settings-main"}
1,{slug:"agenda-session-details",title:"Session details and settings",summary:"Every field on a single session: title, timing, description, speakers and room.",path:"/live-event/:eventId/console/agenda",articleType:"reference",options:[{name:"Title",description:"The session's name, shown in the schedule."},{name:"Start time",description:"When the session begins."},{name:"End time",description:"When the session concludes."},{name:"Description",description:"A longer summary of what the session covers."},{name:"Speakers",description:"Linked profiles for who is presenting."},{name:"Sponsors",description:"Linked sponsors associated with the session, if any."},{name:"Handouts",description:"Files attached to the session, such as slide decks or PDFs, if your event supports attachments."},{name:"Video",description:"A recorded or live video associated with the session, where applicable."}],related:["add-session-to-agenda","what-is-event-agenda","publish-unpublish-session"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00875-live-event-host-insights-main"},{slug:"agenda-session-options",title:"Agenda session options",summary:"The fields you can set on a session in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"reference",options:[{name:"Session title",description:"The name of the session, shown in your schedule."},{name:"Timing",description:"When the session starts and ends."},{name:"Room",description:"Which room or track the session belongs to, for events with more than one."},{name:"Speakers",description:"Who is presenting the session, added by searching your speaker list."},{name:"Description",description:"A short summary of what the session covers."}],related:["speakers-panel","managing-live-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00876-live-event-host-pulse-main"},{slug:"agenda-session-properties",title:"Session properties and settings",summary:"Reference guide to session fields available in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"reference",options:[{name:"Title",description:"The session name shown in the schedule."},{name:"Summary",description:"A short description of the session."},{name:"Start time",description:"When the session begins; should sit within the event's overall date range."},{name:"End time",description:"When the session ends."},{name:"Type",description:"A general category for the session, such as keynote, breakout, panel, or networking."},{name:"Speakers",description:"One or more linked speaker profiles for who is presenting."}
1,{name:"Sponsors",description:"Linked sponsors associated with the session, if any."}],related:["agenda-structure","publish-sessions","view-agenda-host-console"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00879-live-event-host-materials-main"},{slug:"agenda-settings-reference",title:"Agenda settings and options",summary:"The settings that apply across the Agenda tab, and what each one changes.",path:"/live-event/:eventId/console/agenda",articleType:"reference",options:[{name:"Start time",description:"When the session begins."},{name:"End time",description:"When the session ends."},{name:"Session title",description:"The name shown for the session in the schedule."},{name:"Speaker or facilitator info",description:"Links one or more speaker profiles to the session."},{name:"Session description",description:"A longer summary of what the session covers."},{name:"Room",description:"Assigns the session to a physical or virtual track, for events with more than one."}],related:["view-manage-event-agenda","reschedule-agenda-items","understand-event-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00874-live-event-host-people-main"},{slug:"agenda-structure",title:"Understanding the event agenda structure",summary:"How sessions, timing and schedule organisation work in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"What the agenda is",text:"The Agenda tab shows your event's full schedule as sessions, grouped by room where your event has more than one. The same data drives both the host console view and what attendees see."},{heading:"How sessions are organised",text:"A session belongs to a room and a time slot. Two sessions in the same room shouldn't overlap in time, though the same time slot across different rooms is expected \u2014 that's how parallel breakouts work."},{heading:"Session visibility",text:"How complete a session's details are affects what attendees can meaningfully see about it \u2014 keep title, timing, and room filled in for anything you want attendees to find easily."},{heading:"Describing a session's format",text:"You can describe a session by the kind of format it is (for example a keynote, panel, or breakout) to help attendees know what to expect."}],related:["view-agenda-host-console","publish-sessions","agenda-session-properties"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00876-live-event-host-pulse-main"},{slug:"agenda-timeline",title:"How the agenda timeline works",summary:"Understanding how sessions and rooms are laid out in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"What the Agenda tab shows",text:"The Agenda tab lists the sessions that make up your event's schedule, organised by room where your event has more than one, and by their timing."},{heading:"Why timing matters here",text:"Attendees care about what's running now and what's coming up. Keeping session timing accurate in the Agenda tab is what keeps their view of the schedule useful."},{heading:"Reviewing sessions",text:"Opening a session from the Agenda tab lets you review or edit its timing, speakers, room, and other details directly."},{heading:"Working with a lot of sessions",text:"For events with many sessions or rooms, take your time scrolling and reviewing rather than assuming the schedule is complete at a glance \u2014 it's worth double-checking a busy day's worth of sessions before the event starts."}],related:["add-session-to-agenda","session-formats","session-status"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00876-live-event-host-pulse-main"},{slug:"agenda-timeline-explained",title:"Reviewing the agenda for conflicts",summary:"How sessions are organised in the Agenda tab and what to check when reviewing your schedule.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"How sessions are organised",text:"The Agenda tab shows the sessions that make up your event's schedule, organised by room where your event has more than one, and by timing within each room."},{heading:"Reviewing your schedule",text:"Opening a session lets you check or edit its timing, room, speakers, and description without leaving the Agenda tab."},{heading:"Spotting scheduling problems",text:"Reviewing sessions by room and timing can help you notice a double-booked speaker, a room sitting idle, or a gap between sessions that's too tight for attendees to move between rooms."},{heading:"Missing details",text:"A session missing a required detail, such as a speaker or a room assignment, is worth fixing before your event goes live \u2014 check the session's details panel if something looks incomplete."}],related:["manage-event-agenda","session-format-types","troubleshoot-agenda-display"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00879-live-event-host-materials-main"},{slug:"agenda-timeline-view",title:"Understanding the agenda timeline view",summary:"How the Agenda tab displays your event schedule, and what it tells you.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"How the Agenda tab organises sessions",text:"The Agenda tab shows sessions organised by timing and, where relevant, by room, so you can see which rooms are busy and where there's a gap."},{heading:"Room columns and concurrent sessions",text:"Sessions running in different rooms at the same time are simply parallel tracks \u2014 that's a scheduling choice, not a conflict."},{heading:"Session details",text:"Each session shows its title, an indication of its format, and any speakers assigned, so you can scan the schedule without opening every session."},{heading:"Time and event timezone",text:"Session timing is shown in your event's configured timezone \u2014 worth double-checking if you're coordinating with speakers or attendees across timezones."},{heading:"Empty rooms",text:"A room with nothing scheduled yet still shows up in the Agenda tab so you can add a session to it."}],related:["manage-agenda-timeline-live-event","session-formats-reference","troubleshoot-agenda-conflicts"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00875-live-event-host-insights-main"},{slug:"agenda-timing-issues",title:"Fixing agenda timing issues",summary:"Troubleshoot overlapping sessions, edits that don't seem to save, or sessions missing timing details.",path:"/live-event/:eventId/console/agenda",articleType:"troubleshoot",causes:[{heading:"Two sessions appear to overlap",fix:"Open the Agenda tab in the host console and check the timing of the sessions in question. Open one, adjust its timing or room assignment, and save the change."},{heading:"An edit doesn't seem to have taken effect",fix:"Make sure you saved the change rather than closing the session's details without saving. Reopen the session to confirm the edit is actually there, and try again if it isn't."},{heading:"A session seems to be missing expected details",fix:"Open the session and check that its title, timing, and room (if applicable) are all filled
1in. Missing details on a session can make it harder to place correctly in the schedule."}],related:["run-sheet","managing-live-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00875-live-event-host-insights-main"},{slug:"agenda-toolbar-guide",title:"The agenda toolbar",summary:"The controls across the top of the Agenda tab and what each one does.",path:"/live-event/:eventId/console/agenda",articleType:"reference",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",options:[{name:"Timeline and Sheet",description:"Switches the agenda between the timeline of rooms and columns and a spreadsheet-style sheet of the same sessions."},{name:"Attendee preview",description:"Shows the agenda as an attendee sees it, without leaving the host console."},{name:"Search",description:"In timeline view, filters by session, speaker or room; sheet view has its own search box instead."},{name:"Format filter chips",description:"Hide or show sessions of a given format; a chip reads as hiding that format while it is switched off."},{name:"Day tabs",description:"Switch between the days of a multi-day event; a day can be renamed, given a different date, or removed."},{name:"Add session",description:"Starts a new session, asking which room in the current day it belongs to."},{name:"Add room",description:"Adds a room to a row of the timeline, prompting you for the room name."},{name:"Actions",description:"Opens the command palette, which can also be reached with the keyboard shortcut shown on the control."},{name:"More agenda actions",description:"The overflow menu, holding Add a speaker, Export as CSV, and Publish all changes with the number of unpublished sessions."}],related:["organize-sessions-by-room","managing-live-agenda","search-agenda"],screenshotKey:"00877-live-event-host-agenda-main"},{slug:"agenda-vs-run-sheet",title:"Agenda or run sheet: the difference",summary:"Two separate tabs in the host console rail with different jobs: Agenda for your session schedule, Run Sheet for pre-event checklists.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"The Agenda tab",text:"The Agenda tab in the host console rail is where you build and manage your event's schedule of sessions \u2014 titles, timing, rooms, speakers, and descriptions."},{heading:"The Run Sheet tab",text:"The Run Sheet is a separate tab in the host console rail. Panelist describes it as covering pre-event and bump-in checklists, wired to your To-dos \u2014 preparation and readiness work rather than the public session schedule."},{heading:"Why they're separate",text:"Keeping the two apart means your session schedule in Agenda stays focused on what's happening and when, while the checklist and preparation work you're tracking against your To-dos lives in Run Sheet."}],related:["run-sheet","managing-live-agenda","how-live-agenda-works"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00877-live-event-host-agenda-main"},{slug:"attendees-checkin",title:"Checking attendees in",summary:"Record who has arrived by marking attendees as attended from the attendee list.",path:"/live-event/:eventId/console/agenda",articleType:"howto",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",steps:["Open the Attendees list for your event \u2014 this is where you approve, message and check in your registrants.","Find the person with the search box, or sort and filter the list to narrow it down.","Open the actions on their row and choose Mark as attended.","Check the Attended column now reads Yes for them; choose Mark as not attended if you need to undo it.","When someone leaves, choose Mark as checked out on their row \u2014 once a checkout is recorded the row shows as checked out and cannot be marked again."],related:["how-live-agenda-works","speakers-panel","run-sheet"],screenshotKey:"00874-live-event-host-people-main"},{slug:"edit-session-details",title:"Editing session details",summary:"Update a session's title, timing, format, speakers, and other information.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab and locate the session you want to edit.","Open the session's details.","Edit the title, start time, end time, or format as needed.","Add or remove speakers and sponsors from the session.","Adjust any other session details.","Save your changes."],related:["add-sessions-to-agenda","session-formats","search-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00876-live-event-host-pulse-main"},{slug:"event-timeline-layout",title:"Understanding the agenda timeline layout",summary:"How sessions, rooms and time are organised in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"The agenda view",text:"The Agenda tab shows each day's schedule so you can see exactly when sessions start and how long they run, making it easier to spot timing conflicts or gaps between sessions."},{heading:"Rooms",text:"Each room in your event is shown separately, with its sessions grouped underneath it. If you have multiple parallel tracks, you can see all c
1oncurrent sessions across rooms."},{heading:"Multi-day events",text:"Multi-day events let you switch between dates to keep long events organised and focus on one day at a time."},{heading:"Session details",text:"Each session shows its title, timing, and an indication of its format."}],related:["add-sessions-to-agenda","organize-sessions-by-room","session-formats"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00877-live-event-host-agenda-main"},{slug:"explore-agenda-timeline",title:"Exploring the event agenda timeline",summary:"Navigate the Agenda tab to see sessions, rooms, and scheduling at a glance.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab in the host console from the rail.","Browse the sessions for the date you want to review.","Open any session to see its details without leaving the Agenda tab.","Review sessions room by room if your event runs more than one track at once."],related:["understand-agenda-timeline","troubleshoot-agenda-display","manage-sessions-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00877-live-event-host-agenda-main"},{slug:"how-live-agenda-works",title:"How the live agenda works",summary:"The Agenda tab in the host console is where you build and maintain your event's session schedule.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"What the Agenda tab is for",text:"The Agenda tab, found in the host console rail, is where you view and manage the sessions that make up your event's schedule. This is separate from the Run Sheet tab, which covers pre-event and bump-in checklists wired to your To-dos rather than the session schedule itself."},{heading:"Editing sessions",text:"From the Agenda tab you can add a new session, open an existing one to review its details, and edit fields such as timing, room, speakers, and description as your plans change."},{heading:"Getting timing and room details right",text:"Filling in a session's timing and, where relevant, its room assignment helps keep the schedule accurate and avoids confusion about when and where a session is happening. If something about a session isn't behaving as expected, double-check these details first."}],related:["run-sheet","attendees-checkin","managing-live-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00874-live-event-host-people-main"},{slug:"live-event-timing",title:"How timing works in a live event agenda",summary:"Where the times on your agenda come from, and what moves when you change one.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",body:[{heading:"Times belong to a day and a room",text:"The agenda is organised into days, and each day into rooms. A session's time is read within the day it sits on and the room it belongs to, which is why moving a session to a different day or room is a timing change as much as a placement one."},{heading:"Sessions in a room run back to back",text:"Sessions stack down a room from the start of its day, one after another. A small change near the top of a busy room therefore shifts everything scheduled after it, so it is worth reading down the whole room before you save a change made early in the day."},{heading:"Duration as well as a start",text:"A session carries a duration in minutes alongside where it starts. When you create a session, its start is anchored to what is already scheduled in that room rather than left blank, so a new item lands in sequence instead of at the top of the day."},{heading:"Everything is shown in the event's timezone",text:"Times on the agenda are displayed in the timezone the event is configured for, not the timezone of whoever is looking. This is worth checking when you are coordinating with speakers or attendees in other countries."},{heading:"Reordering is not rescheduling",text:"Moving an item up or down changes its position in the list, not the time written on it. After a reorder, read the times next to each item and correct any that no longer match where the item now sits."}],related:["reorder-agenda-items","manage-agenda-timing","understand-agenda"],screenshotKey:"00877-live-event-host-agenda-main"},{slug:"manage-agenda-timeline-live-event",title:"Managing the agenda during a live event",summary:"View and manage all sessions and rooms from the Agenda tab as your event runs.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab in the host console to see all sessions and rooms.","Review sessions by room to spot scheduling conflicts without opening each one.","Open any session to edit timing, speakers, or description.","Focus on specific session types if you only need to review a subset right now.","Move a session to a new room or time if plans change during the event.","Reorder rooms if you want a different layout for reviewing them."],related:["add-session-agenda","session-formats-reference","agenda-timeline-view","troubleshoot-agenda-conflicts"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00873-live-event-host-home-main"},{slug:"manage-agenda-timing",title:"Managing agenda timing",summary:"Set and adjust when each item on your agenda runs.",path:"/live-event/:eventId/console/agenda",articleType:"howto",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",steps:["Open the Agenda tab in the host console and select the day you want to work on.","Open the item whose timing you want to change.","Set its duration in minutes, or adjust its start so it lands where you want in the day.","Check the items that follow it in the same room \u2014 sessions in a room run back to back, so changing one moves what comes after it.","Confirm the times read correctly for the timezone your event is set to.","Save the change, and publish your agenda changes if the event has edits still waiting to go to the live schedule."],related:["add-agenda-items","understand-agenda","live-event-timing"],screenshotKey:"00877-live-event-host-agenda-main"},{slug:"manage-event-agenda",title:"Managing your event agenda",summary:"View and organise the sessions across your event from the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab from the host console rail.","Browse the sessions in your schedule, organised by room if your event has more than one.","Open any session to review or edit its title, timing, room, and speakers.","Adjust a session's timing or room assignment if your plans change.","Save your changes."],related:["session-format-types","add-session-to-agenda","agenda-timeline-explained"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00878-live-event-host-run-sheet-main"},{slug:"manage-sessions-agenda",title:"Managing sessions from the agenda",summary:"Add, edit, or remove sessions from the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab in the host console and start a new session in the room you want.","Open any existing session to see its Title, Description, speakers, room, and timing.","Update its room or timing if you need to reschedule it.","Use the session's options to duplicate, adjust visibility, or delete it \u2014 deleting asks for c
1onfirmation first.","If you navigate away with unsaved edits, save or discard them when prompted."],related:["explore-agenda-timeline","understand-agenda-timeline","publish-agenda-changes"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00879-live-event-host-materials-main"},{slug:"managing-live-agenda",title:"Managing the live agenda",summary:"Add, edit, and reorder sessions from the Agenda tab in the host console.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the host console and select the Agenda tab from the rail.","Add a new session where you want it in the schedule.","Enter the session title, add any speakers involved, and write a short description.","If your event has more than one room, assign the session to the correct one.","Open an existing session to change its title, timing, speakers, or description.","Adjust a session's position or timing if the schedule needs to shift.","Save your changes so the schedule reflects them."],related:["run-sheet","speakers-panel","agenda-vs-run-sheet"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00873-live-event-host-home-main"},{slug:"organize-sessions-by-room",title:"Organising sessions by room",summary:"Arrange and move sessions across rooms in your event agenda.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab and select the day you want to edit, if your event runs more than one day.","Review the rooms available for your event.","Add a new room if you need one, giving it a name and type.","Move a session to a different room by editing its room assignment.","Adjust the order of sessions within the same room by editing their timing.","Save your changes."],related:["add-sessions-to-agenda","event-timeline-layout","agenda-toolbar-guide"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00875-live-event-host-insights-main"},{slug:"publish-agenda-changes",title:"Publishing agenda updates",summary:"Save your session changes so they're visible to attendees.",path:"/live-event/:eventId/console/agenda",articleType:"howto",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",screenshotKey:"00877-live-event-host-agenda-main",steps:["Make your edits to session timing, room, or details directly in the Agenda tab.","Save your changes.","Check the attendee-facing schedule to confirm the update reached it.","If a change doesn't seem to be appearing for attendees, open the session again and confirm its required details \u2014 title, room, and timing \u2014 are filled in."],related:["add-session-to-agenda","troubleshoot-agenda-display","manage-sessions-agenda","session-status"]},{slug:"publish-sessions",title:"Publishing and unpublishing sessions",summary:"Keep session details accurate so attendees see the right schedule.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab in the host console and find the session you want to change.","Open the session's details.","Update whichever fields need to change \u2014 title, timing, room, speakers, or description.","Save your changes.","Check the attendee-facing schedule to confirm the session appears the way you expect."],related:["agenda-structure","view-agenda-host-console","session-not-appearing"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00877-live-event-host-agenda-main"},{slug:"publish-unpublish-session",title:"Publishing and hiding sessions in the agenda",summary:"Keep session details accurate to control what attendees see in the schedule.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab and find the session you want to change.","Open the session's details.","Update the fields that determine how much attendees see about it \u2014 for example, remove speakers or timing you're not ready to share.","Save your changes.","Check the attendee-facing schedule to confirm it shows what you expect."],related:["add-session-to-agenda","what-is-event-agenda","agenda-session-detail
1s"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00873-live-event-host-home-main"},{slug:"reorder-agenda-items",title:"Reordering agenda items",summary:"Change the sequence of your agenda items if your event schedule needs adjustment.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab in the host console.","Find the agenda item you want to move.","Reposition it relative to the items it should now precede or follow.","Check the timing shown next to each item \u2014 reordering doesn't automatically shift timing, so update any item whose scheduled time no longer matches its new position.","Save the change so it's reflected for participants."],related:["add-agenda-items","understand-agenda","live-event-timing"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00879-live-event-host-materials-main"},{slug:"reorder-agenda-sessions",title:"Reordering sessions in the agenda",summary:"Change the sequence or timing of sessions within a room.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab and find the room containing the sessions you want to reorder.","Open the session you want to move and adjust its start and end timing to the new position you want.","Check the timing of the sessions before and after it in the same room to confirm there's no overlap.","Adjust any conflicting sessions as needed.","Save your changes.","Confirm the new order is reflected on the attendee-facing schedule as well."],related:["add-session-to-agenda","what-is-event-agenda","session-timing-troubleshoot"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00874-live-event-host-people-main"},{slug:"reschedule-agenda-items",title:"Reschedule agenda items during your event",summary:"Update session timing if your event schedule needs to shift.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab in the host console and find the session you need to move.","Open the session and update its start and end timing.","Check the sessions scheduled after it in the same room for any new overlap this creates.","Adjust any conflicting sessions before saving.","Save your changes.","Confirm the session card now shows the new timing with no unresolved conflicts."],related:["view-manage-event-agenda","understand-event-agenda","troubleshoot-agenda-display"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00881-live-event-host-settings-main"},{slug:"run-sheet",title:"Understanding the Run Sheet",summary:"The Run Sheet tab is a spreadsheet-shaped view of the preparation work behind your event, with its rows wired to your To-dos.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",body:[{heading:"What the Run Sheet tab is",text:"The Run Sheet is a tab in the host console rail, separate from Agenda. Where Agenda holds the schedule of sessions participants navigate by, the Run Sheet holds the preparation and delivery work behind it: pre-event and bump-in checklists, team allocations, design items and AV. Its rows are the same records as your To-dos, so editing a row here edits the To-do, adding a row creates one, and ticking a row updates the To-do rollup."},{heading:"The sections it is split into",text:"The run sheet is divided into sections you switch between: Pre-event, Bump-in, Event Day, Team allocations, Design items, AV and Contacts. The task sections are yours to fill in. Event Day is derived from the agenda rather than typed by hand, and Team allocations and Contacts are drawn from your event admins, sponsors and speakers, so the people listed there stay in step with the rest of the event."},{heading:"Getting rows into it",text:"You can type a row straight into the section you are in, add a blank row, or import rows by pasting from Excel or dropping a CSV. There is also a generate option that pre-fills rows from what the event already holds \u2014 the agenda, sponsors, speakers and materials \u2014 so you are editing a first draft rather than starting from an empty grid."},{heading:"Working through it on the day",text:"Each section can be filtered by text, sorted by a column, grouped, and narrowed by status so you can see only what is outstanding. Selecting rows gives you the bulk actions you need while bumping in: mark them complete, assign them to someone on the team, set the lane or location they belong to, move them into another section, or delete them."}
1,{heading:"How it relates to the Agenda",text:"Keep the two apart in your head. The Agenda is the participant-facing schedule of sessions, rooms and speakers. The Run Sheet is the internal record of what has to be ready and who is doing it. Changing a session's time belongs in Agenda; recording that the registration desk is set up belongs in the Run Sheet."}],related:["agenda-vs-run-sheet","managing-live-agenda","how-live-agenda-works"],screenshotKey:"00878-live-event-host-run-sheet-main"},{slug:"search-agenda",title:"Searching and filtering sessions",summary:"Find sessions by title, speaker name, or room in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open the Agenda tab and locate the search bar, if your event's console includes one.","Type a session title, speaker name, or room name into the search box.","Review the sessions that match.","If a filter tool is available, use it to show only certain session formats.","Clear the search box or filters to return to the full agenda."],related:["add-sessions-to-agenda","edit-session-details","session-formats"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00879-live-event-host-materials-main"},{slug:"session-format-types",title:"Session format types and their settings",summary:"Common ways to categorize sessions when planning your event schedule.",path:"/live-event/:eventId/console/agenda",articleType:"reference",options:[{name:"Keynote",description:"One or more speakers presenting to the full audience; typically used for opening or headline talks."},{name:"Panel",description:"A moderator guiding multiple speakers through a discussion on a shared topic."},{name:"Interactive",description:"A session built around audience participation rather than one-way presentation."},{name:"Fireside chat",description:"An informal conversation between speakers, typically an interviewer and a guest."},{name:"Break",description:"Unstructured downtime blocked into the schedule so attendees and rooms have a scheduled pause."}],related:["manage-event-agenda","add-session-to-agenda","agenda-timeline-explained"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00880-live-event-host-branding-main"},{slug:"session-formats",title:"Session formats reference",summary:"The common session format types, and what each is for.",path:"/live-event/:eventId/console/agenda",articleType:"reference",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",screenshotKey:"00877-live-event-host-agenda-main",options:[{name:"Keynote",description:"A single featured speaker presenting to the full audience."},{name:"Panel",description:"Multiple speakers together answering moderator or audience questions on a shared topic."},{name:"Interactive",description:"A session with live polls, Q&A, or breakout activity built in."},{name:"Fireside chat",description:"An informal one-on-one conversation, typically a host interviewing a single guest."},{name:"Break",description:"Scheduled downtime with no speaker assigned."},{name:"Workshop",description:"A longer hands-on session, usually run in a smaller room, where attendees follow along with a practical exercise."}],related:["add-session-to-agenda","edit-session-details","agenda-timeline"]},{slug:"session-formats-reference",title:"Session formats and types",summary:"Common session formats and when to use each one.",path:"/live-event/:eventId/console/agenda",articleType:"reference",options:[{name:"Keynote",description:"A single-speaker headline presentation, usually one of the longer sessions in the day."},{name:"Panel",description:"A multi-speaker moderated discussion, typically with a designated moderator."},{name:"Interactive",description:"A workshop or breakout format with audience participation."},{name:"Fireside",description:"An informal one-on-one or small-group conversation, usually shorter than a panel."},{name:"Break",description:"Non-content downtime such as meals, networking, or transitions."}],related:["manage-agenda-timeline-live-event","add-session-agenda","agenda-timeline-view"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00876-live-event-host-pulse-main"},{slug:"session-not-appearing",title:"Session is not appearing in the agenda",summary:"A session is missing, or attendees cannot see it.",path:"/live-event/:eventId/console/agenda",articleType:"troubleshoot",causes:[{heading:"The session's details may be incomplete",fix:"Open the session in the Agenda tab and check that its title, timing, and room (if applicable) are all filled
1in. Save any missing details."},{heading:"The session's timing falls outside the event window",fix:"Check the session's start and end timing against your event's overall start and end dates in Settings. A session scheduled before the event opens or after it closes may not display correctly \u2014 adjust the timing to fall inside the event window."},{heading:"The session was never actually created",fix:"Look through the Agenda tab carefully \u2014 a session can be easy to miss among many others. If it truly isn't there, re-create it and confirm it saved before navigating away."},{heading:"The host console hasn't refreshed since the last change",fix:"Refresh the host console page \u2014 new sessions and edits sometimes take a moment to sync. If the session still doesn't appear, contact Panelist support."}],related:["view-agenda-host-console","publish-sessions","agenda-structure"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00878-live-event-host-run-sheet-main"},{slug:"session-not-visible-agenda",title:"Session is not visible in the agenda",summary:"A session you created is not showing in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"troubleshoot",causes:[{heading:"Check you're viewing the right day",fix:"If your event runs more than one day, make sure you're looking at the day the session is scheduled for. Sessions only appear on the day they are scheduled."},{heading:"A filter may be hiding it",fix:"If the Agenda tab has a format or type filter active, check whether the session's format has been filtered out."},{heading:"A search term is still active",fix:"Clear the search box in the Agenda tab. A leftover search term that doesn't match your session's title or speaker name will hide it from view."},{heading:"The session is scheduled outside the event window or in a missing room",fix:"Check the session's start time and room assignment. If it's scheduled before your event's official start time or assigned to a room that no longer exists, it may not display. Edit the session to correct the timing or room."}],related:["add-sessions-to-agenda","edit-session-details","search-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00880-live-event-host-branding-main"},{slug:"session-status",title:"Session status and publishing",summary:"What determines whether attendees can see a given session in the schedule.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"What affects visibility",text:"How much of a session's information attendees can see depends on the session's details being filled in correctly \u2014 title, timing, and room, at minimum."},{heading:"While you're still working on a session",text:"It's worth reviewing a session's details in full before treating it as finished, since an incomplete session can look wrong or missing to attendees."},{heading:"After you make a change",text:"Once you save a change to a session in the Agenda tab, check the attendee-facing schedule to confirm it looks the way you expect."},{heading:"If something isn't showing correctly",text:"Reopen the session in the Agenda tab, check every field, and save again. If it still doesn't look right, contact Panelist support."}],related:["publish-agenda-changes","add-session-to-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00878-live-event-host-run-sheet-main"},{slug:"session-timing-troubleshoot",title:"Troubleshooting agenda timing issues",summary:"Session times are wrong, or two sessions overlap.",path:"/live-event/:eventId/console/agenda",articleType:"troubleshoot",causes:[{heading:"Two sessions are booked in the same room at overlapping times",fix:"Open the Agenda tab and check the sessions in that room for overlapping start and end times. Open the later session and change its start time so it begins after the earlier session ends, then save. If both must run at once, move one to a different room."},{heading:"A timing change didn't carry through to later sessions",fix:"If you change one session's length, check the sessions scheduled after it in the same room to see whether their timing still makes sense. If it doesn't, adjust each one manually and save."},{heading:"A session has a very short or invalid duration",fix:"Open the session's details and check that the end time is after the start time and that the gap between them is realistic. Correct it and save."},{heading:"You can't find the session you're looking for",fix:"Check the room the session is assigned to \u2014 tw
1o sessions with the same start time in different rooms aren't a conflict, they're parallel tracks. Scroll or filter as needed to confirm which room the session actually sits in."}],related:["reorder-agenda-sessions","add-session-to-agenda","what-is-event-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00876-live-event-host-pulse-main"},{slug:"speakers-panel",title:"The Speakers tab",summary:"The Speakers tab lists everyone speaking at your event, with their invite status and the session they are assigned to.",path:"/live-event/:eventId/console/agenda",articleType:"reference",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",options:[{name:"Where it sits",description:"A tab in the event's people list, alongside Attendees, Schedule, Sponsors and Leads."},{name:"Search",description:"Narrows the list by name, company or job title."},{name:"Counters",description:"Totals across the top of the list: Nominated, Invited, Confirmed and Declined."},{name:"Invite status",description:"Each speaker sits at Identified, Invited, Accepted or Declined; change it from the row or on a selection."},{name:"Speaker type",description:"Derived from the session the speaker is assigned to, and can be set on the row instead."},{name:"Assigned session",description:"Shows the agenda session a speaker is on, or an assign option where no session is linked to them yet."},{name:"Assign to session",description:"Bulk action that puts the speakers you have selected onto a session."},{name:"Export",description:"Downloads the list as a CSV, or just the rows you have selected."},{name:"Remove speaker",description:"Takes the speaker off the event; it does not delete the session they were on."}],related:["agenda-session-options","managing-live-agenda","edit-session-details"],screenshotKey:"00874-live-event-host-people-main"},{slug:"troubleshoot-agenda-conflicts",title:"Troubleshooting agenda display conflicts",summary:"Sessions are missing from the agenda, overlapping, or drawn incorrectly.",path:"/live-event/:eventId/console/agenda",articleType:"troubleshoot",causes:[{heading:"A session isn't visible in the Agenda tab",fix:"Open the session's details and confirm its room is set. Check that the date you're viewing matches the session's date, and that you haven't filtered it out if the Agenda tab supports filtering for your event."},{heading:"Sessions appear to overlap",fix:"Overlapping sessions in the same room usually mean a real scheduling conflict, not a display bug. Open one, check its start and end timing, and adjust so it no longer overlaps, or move it to a different room."},{heading:"A reschedule didn't stick",fix:"Reopen the session to confirm its saved timing and room. If the change didn't save, try again and check your account has editing rights on the event."},{heading:"The Agenda tab is blank or missing whole sections",fix:"Confirm at least one room exists for your event \u2014 an agenda with zero rooms configured has nothing to show. Check you're looking at the right date. If the event genuinely has no sessions yet, an empty view is correct \u2014 start adding sessions."}],related:["manage-agenda-timeline-live-event","agenda-timeline-view","add-session-agenda"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00877-live-event-host-agenda-main"},{slug:"troubleshoot-agenda-display",title:"Agenda display and timing faults",summary:"Fix sessions that seem to be missing or showing incorrect timing.",path:"/live-event/:eventId/console/agenda",articleType:"troubleshoot",category:"live-event-host",categoryLabel:"Live event \xB7 Host",group:"general",screenshotKey:"00877-live-event-host-agenda-main",causes:[{heading:"A session isn't showing where you expect",fix:"Open the session's details and check its room and timing. A session assigned to the wrong room, or scheduled outside your event's hours, may not appear where you're looking for it."},{heading:"The Agenda tab looks empty or slow to load",fix:"Give the tab a few seconds to load, especially for larger events. If it's still blank, refresh the host console. A persistently empty view can mean no rooms have been set up yet."},{heading:"A session shows at the wrong time",fix:"Open the session and confirm its actual saved start and end timing, then correct it if needed and save."},{heading:"Rooms or sessions look missing",fix:"Check your event's room setup to confirm a room wasn't deleted or renamed. If you have a lot of rooms, you may
1need to scroll to see all of them."}],related:["add-session-to-agenda","publish-agenda-changes","manage-event-agenda","agenda-timeline-explained"]},{slug:"understand-agenda",title:"How agenda works in live events",summary:"The Agenda tab is your structured roadmap for guiding participants through your live event.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"What the agenda is",text:"The Agenda tab in the host console is the ordered list of segments you build for your event. Each item has a title, and can include a start time, duration, and speaker."},{heading:"Why timing matters here",text:"Setting a start time on an item helps you and participants understand roughly when to expect that segment. Items left without a time are treated as flexible."},{heading:"How the agenda appears to participants",text:"Participants see the same ordered list of segments in their view of the event. Edits you make in the Agenda tab are meant to reflect on their side."},{heading:"Agenda versus Run Sheet",text:"The Agenda tab is what participants see. The Run Sheet tab, also in the host console, covers pre-event and bump-in checklists wired to your To-dos, which is a different job from the participant-facing schedule."}],related:["add-agenda-items","reorder-agenda-items","manage-agenda-timing"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00880-live-event-host-branding-main"},{slug:"understand-agenda-timeline",title:"How sessions and rooms sit on the agenda",summary:"How sessions, rooms, and scheduling are organised in the Agenda tab.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"How sessions are laid out",text:"The Agenda tab lists your event's sessions organised by timing and, where your event has more than one, by room."},{heading:"Session details at a glance",text:"Each session shows enough information \u2014 title, timing, room \u2014 to give you a sense of the schedule without opening every session individually."},{heading:"Room organisation",text:"Sessions in different rooms at the same time are running in parallel tracks \u2014 that's expected, not a conflict."},{heading:"Why reviewing the full schedule matters",text:"Looking across all your sessions rather than one at a time makes it easier to catch gaps or scheduling issues before the event starts."}],related:["explore-agenda-timeline","manage-sessions-agenda","troubleshoot-agenda-display"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00878-live-event-host-run-sheet-main"},{slug:"understand-event-agenda",title:"What is the event agenda?",summary:"How the Agenda tab organises sessions to help attendees navigate your live event.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"Overview",text:"The Agenda tab in the host console is the schedule of every session in your event. It's the same underlying data attendees see in their own view of the event, so what you set here is what they navigate by."},{heading:"Key components",text:"Each session shows its title, timing, room (if applicable), and the speakers assigned to it."},{heading:"Working from the Agenda tab",text:"From this tab you can open any session to edit its title, timing, description, speakers, and sponsors, or adjust its position in the schedule."}],related:["view-manage-event-agenda","reschedule-agenda-items","troubleshoot-agenda-display"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00879-live-event-host-materials-main"},{slug:"view-agenda-host-console",title:"View the event agenda in the host console",summary:"Navigate and inspect the event schedule, sessions, and timing during a live event.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Log in to your host account and open the host console for your event.","Select the Agenda tab from the rail to open the schedule.","Browse the sessions, grouped by room where your event has more than one.","Open a session to see its full detail \u2014 speakers, timing, and description.","Close the session's details when you're done reviewing it to return to the full schedule."],related:["publish-sessions","agenda-structure","session-not-appearing"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00875-live-event-host-insights-main"},{slug:"view-manage-event-agenda",title:"View and manage your event agenda",summary:"Access and update your event schedule from the host console.",path:"/live-event/:eventId/console/agenda",articleType:"howto",steps:["Open your event's host console and select the Agenda tab from the rail.","Browse the sessions in your schedule, grouped by room if your event has more than one.","Open a session to see its full title, description, timing, and speaker fields.","Edit any field directly \u2014 for example, correct a speaker's name or fix a typo in the description.","Save your changes.","Confirm the session now reflects your edit before moving to the next one."],related:["understand-event-agenda","reschedule-agenda-items","agenda-settings-reference"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00880-live-event-host-branding-main"},{slug:"what-is-event-agenda",title:"Understanding event agendas",summary:"The Agenda tab organises sessions by room to build your event schedule.",path:"/live-event/:eventId/console/agenda",articleType:"understanding",body:[{heading:"What an agenda does",text:"The Agenda tab is the schedule of every session in your event. Each session occupies a time slot, and attendees look at this same schedule to know when and where to be for a given talk or breakout."},{heading:"How agendas are structured",text:"A room holds its own sequence of sessions. When you move or extend one session, check the sessions after it in that room to make sure you haven't created an unintended overlap. Sessions in different rooms don't affect each other's timing."},{heading:"What information a session contains",text:"A session's details include its title, description, timing, and any linked speakers or sponsors. You can also attach materials like a recording, slide deck, or handout to a session."},{heading:"Keeping timing consistent",text:"Because sessions in the same room sit back-to-back, a small timing change near the start of a busy room's day is worth double-checking against everything scheduled after it before you save."}],related:["add-session-to-agenda","reorder-agenda-sessions","publish-unpublish-session"],group:"general",category:"live-event-host",categoryLabel:"Live event \xB7 Host",screenshotKey:"00881-live-event-host-settings-main"},{slug:"access-event-chat",title:"How to use chat during a live event",summary:"Participate in the event Chat tab to interact with other attendees and speakers.",path:"/live-event/:eventId",articleType:"howto",steps:["Once you're in the live event view, click the Chat tab on the rail \u2014 a numeral badge shows how many unread messages are waiting.","If the tab is collapsed to an icon, click it once to expand the full message list and input field.","Scroll up through the message history to see what other attendees have already said in this session's chat.",'Click the text field at the bottom of the panel labeled "Send a message..." and type your message.',"Press Enter, or click the paper-plane Send icon, to post your message \u2014 it appears immediately with your display name attached.","If the host has enabled threaded replies, hover over any message and click Reply to respond directly under it instead of posting a new top-level message."],related:["understanding-live-event-features","submit-qa-question","troubleshoot-chat-issues"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"access-event-materials",title:"How to access event materials and resources",summary:"Download or view slides, documents, and other materials from the Handouts tab.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the event view and click the Handouts tab on the rail","Click a material's title or thumbnail to open a preview, or click the download icon beside it to save it directly","For file types your device can't open natively (like specialized design files), install the relevant viewer before attempting to open the download","Save downloaded materials to a folder you'll remember \u2014 the Handouts tab stays available after the event, but a local copy is faster to find later","Return to the top of the event view to keep watching or switch to another tab"],related:["navigate-live-event-view","understand-event-structure","view-speaker-profiles"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"ask-question-live-event",title:"Asking a question during a live event",summary:"Send a message to speakers and panelists through the Chat tab during the event.",path:"/live-event/:eventId",articleType:"howto",steps:["During the event, click the Chat tab on the rail","Click the message field at the bottom of the Chat tab","Type your question clearly and specifically \u2014 questions naming a speaker or topic tend to get picked up faster by moderators","Press Enter, or click Send, to post it into the chat","Watch for a reply from a moderator or the host, or for the speaker to address it live"],related:["watch-live-event","live-event-interface","event-roles-and-permissions"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"attend-live-event-overview",title:"Understanding the Live Event Experience",summary:"The main video area and the rail tabs you get when attending a live event.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"Event Layout",text:"The main video area occupies the centre of the screen and carries the live broadcast \u2014 speakers, moderators, and any shared screen. A rail of tabs sits alongside it: Event (the agenda and timeline), My Itinerary, Audience, Moments, Insights, Polls, Sponsors, Match, Lounge, Handouts, and Chat."},{heading:"What You Can Do",text:"You can chat with other attendees on the Chat tab, browse the full schedule on the Event tab, check your personal schedule on My Itinerary, and open Sponsors or Handouts for organiser-posted resources. Some of these may require your registration to show a Confirmed status \u2014 an unconfirmed registration can limit you to watching without chat access."},{heading:"Staying Connected",text:"The event maintains a persistent connection for chat and live status updates. If that connection drops, a small offline indicator appears near the video player. The platform tries to reconnect automatically within a few seconds; if it doesn't, a manual page refresh restores your session without losing your place."}],related:["join-chat-room","troubleshoot-live-event-connection","send-chat-messages"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"breakout-rooms",title:"Understanding breakout rooms",summary:"A breakout room is a smaller session running alongside the main stage, with its own broadcast and its own chat room.",path:"/live-event/:eventId",articleType:"understanding",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",body:[{heading:"What a breakout room is",text:"Breakout rooms are concurrent sessions that run while, or instead of, the main stage broadcast. Each one has its own video, its own speakers, and its own chat room, so what you see and say in a breakout is separate from what is happening on the main stage."},{heading:"How you are placed in a room",text:"If a session runs in multiple breakout rooms, you are placed into one automatically based on what you selected at registration. My Itinerary shows which specific room you have been assigned to, so check there rather than guessing from the full schedule on the Event tab."},{heading:"Moving between rooms",text:"A Switch room control appears on the session if the event allows attendees to move between breakout rooms. Where it does not appear, the host has fixed the assignments for that session. Most events do not allow early entry, so the Join button on a breakout stays greyed out until its listed start time."},{heading:"Chat inside a breakout",text:"The Chat tab carries a room for the main stage plus a room for each breakout currently running. You can read a breakout room's conversation from the Chat tab even while watching something else, and a room tab greys out once its session has ended."},{heading:"What does not change in a breakout",text:"You keep the same attendee-level permissions you have on the main stage. A breakout room does not grant control of the broadcast, and it does not unlock features the host has left turned off for the event."}],related:["finding-sessions","event-itinerary","joining-stage"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"chat-features",title:"Chat features during a live event",summary:"What the Chat tab gives you beyond typing a message, and which parts depen
1d on what the host has enabled.",path:"/live-event/:eventId",articleType:"reference",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",options:[{name:"Message field",description:"The input at the bottom of the Chat tab, marked 'Send a message...'; press Enter or click the send icon to post to everyone in the current room"},{name:"Attachments",description:"The paperclip icon next to the input field attaches an image or a document to your message"},{name:"Reactions",description:"A thumbs-up on another attendee's message shows support without adding a duplicate; reactions also signal to the host that a question is worth surfacing"},{name:"Threaded replies",description:"Where a Reply link appears under a message, your response stays threaded beneath the original instead of posting as a new top-level message"},{name:"Room list",description:"A room for the main stage plus a room for each breakout currently running; your message only reaches the room you have selected"},{name:"Message history",description:"Scroll up in the panel to read what was said earlier in the room; a room's history stays readable after its session ends even though the tab greys out"},{name:"Unread badge and jump button",description:"A numeral badge marks unread messages on the Chat tab and on each room tab, and a New messages button returns you to the bottom of the panel"},{name:"Availability",description:"Chat is enabled per session by the organiser and can be switched off mid-event, so a missing or greyed Chat tab is a host setting rather than a fault"}],related:["participate-event-chat","send-chat-messages","manage-chat-notifications"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"chat-qa",title:"Understanding chat and Q&A at a live event",summary:"Chat and Q&A at a live event share one feed: questions for the speakers are posted into the same Chat tab as everything else.",path:"/live-event/:eventId",articleType:"understanding",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",body:[{heading:"One feed, two uses",text:"The Chat tab on the rail carries both general conversation and the questions attendees want put to the speakers. There is no separate Q&A queue to find: a question is a message, posted in the same field, visible to everyone currently in the room."},{heading:"How a question reaches a speaker",text:"Moderators watch the chat and route questions to the speakers, either answering directly in the panel or handing the question to whoever is on stage. Naming the speaker when a session has more than one makes routing easier, and a question kept to a sentence or tw
1o is more likely to be read out."},{heading:"Why reactions matter",text:"Other attendees can react to a message instead of repeating it. A message that collects reactions is a signal to the host that the question is worth surfacing on stage, so reacting is more useful than posting the same question again."},{heading:"Rooms and scope",text:"Chat is scoped to a room: the main stage has its own room, and each breakout running at the time has one. A question posted in a breakout room reaches that session's moderators, not the main stage, so check which room tab is active before posting."},{heading:"Availability varies by session",text:"The host turns chat on per session, and can disable it part-way through an event. If the Chat tab is missing or greyed out, questions cannot be submitted for that session, and the tab returns when the host enables it again."}],related:["access-event-chat","submit-qa-question","event-view-controls"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"event-connection-issues",title:"Live event connection problems",summary:"Fix issues accessing or viewing event information.",path:"/live-event/:eventId",articleType:"troubleshoot",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",screenshotKey:"00883-live-event-attendee-main-main",causes:[{heading:"You aren't registered or approved for this event",fix:"Check your inbox for a registration confirmation email tied to this event. If it's not there, the organiser may require approval before granting access \u2014 reopen the event's public registration page and confirm your status, or email the organiser directly for an invitation."},{heading:"Your connection dropped mid-load",fix:"Refresh the page once you've confirmed you have a stable connection (test by loading any other site). Closing and reopening the event tab clears a half-loaded state more reliably than repeated refreshes."},{heading:"Cached data is showing you a stale version of the page",fix:"Clear your browser's cache and cookies from its Settings > Privacy menu, then reload the event page \u2014 this matters especially if the organiser recently updated the schedule or speaker list and you're not seeing the changes."},{heading:"The event isn't in its scheduled window",fix:"Check the event's date and start time against the current time. Some events only open their view a set window before the scheduled start and lock it again after it ends \u2014 arriving too early or checking back too late will look like an access problem when it's really timing."}],related:["join-live-event","watch-live-event","understand-live-events","navigate-live-event-view"]},{slug:"event-interaction-guide",title:"Using chat and polls during a live event",summary:"Participate in live events through the Chat and Polls tabs and other interactive features.",path:"/live-event/:eventId",articleType:"howto",steps:["Look along the rail for whichever tabs are enabled for this event \u2014 Chat and Polls each get their own tab rather than sharing one panel","Click the Chat tab, type your message in the input field at the bottom, and press Enter to post it to the shared feed","When a poll card appears on the Polls tab, click your chosen option and click 'Submit vote' \u2014 most polls lock your answer immediately after","Watch for the live results bar to appear on the Polls tab once the organiser closes voting, showing how the audience answered","Scroll back up through the Chat tab at any point to re-read earlier messages"],related:["understand-live-events","join-live-event","live-event-features"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"event-itinerary",title:"Your event itinerary",summary:"The My Itinerary tab shows the sessions you registered for and your assigned meetings.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"What your itinerary shows",text:"My Itinerary is built from the specific sessions you selected during registration, plus any meetings assigned to you through the event's matchmaking based on interests you stated on your registration form. It only shows what's relevant to you \u2014 not the entire event schedule, which lives on the Event tab."},{heading:"Finding your next session",text:"My Itinerary updates live as sessions start and end. The current session is highlighted, and each upcoming entry shows a countdown until it begins. If a session runs in multiple breakout rooms, your itinerary shows which specific room you've been assigned to."},{heading:"Meeting slots in your itinerary",text:"Matchmade meetings from the Match tab appear as their own slots in My Itinerary, labeled with the other attendee's or sponsor's name and company. You can click a meeting slot to accept, decline, or reschedule it, any time before the slot starts."}],related:["joining-stage","meeting-requests","event-view-overview"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"event-registration-status",title:"Event registration and access",
1summary:"Check your registration status and understand what access you have to the event.",path:"/live-event/:eventId",articleType:"reference",options:[{name:"Registration status",description:"Shown at the top of the event page as Registered, Waitlisted, or Registration closed \u2014 waitlisted attendees are notified automatically if a spot opens up."},{name:"Access level",description:"Standard, VIP, or Sponsor \u2014 determines whether you get priority breakout booking or reserved viewing areas in addition to the standard main-stage access."},{name:"Join button or countdown",description:"Replaces the countdown timer with a Join now button the moment the broadcast goes live; before that, it shows the exact time remaining."},{name:"My Itinerary",description:"The breakout rooms, one-on-one meetings, or specific sessions you selected during registration \u2014 listed on the My Itinerary tab separately from the full Event tab."},{name:"Calendar sync option",description:"Adds the event's date and time to your personal calendar app via a downloadable .ics file or a direct Google/Outlook link, shown near the event date."},{name:"Handouts",description:"Downloadable agendas, speaker bios, or pre-reading the host has attached to the Handouts tab, available before the broadcast starts."}],related:["preparing-for-live-event","joining-stage","finding-event-details"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"event-roles-and-permissions",title:"Event attendee roles and what you can do",summary:"Understand attendee roles and which rail tabs are available to you based on your event role.",path:"/live-event/:eventId",articleType:"reference",options:[{name:"Attendee",description:"Watches the stream, uses Chat and Polls, and can book meetings with sponsors via Match \u2014 has no access to console controls or moderation tools."},{name:"Speaker or Panelist",description:"Appears on camera when the host puts them live, can see audience Chat messages in real time, and may get a separate speaker-notes view depending on how the host set up the session."},{name:"Moderator",description:"Approves, removes, and pins Chat messages and can mute disruptive participants, but cannot touch stream settings or the event's core configuration."},{name:"Host or Organiser",description:"Runs the console: starts and stops the broadcast, promotes speakers live, manages the schedule in real time, and configures event-wide settings including who has which role."}],related:["watch-live-event","live-event-interface","ask-question-live-event"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"event-view-controls",title:"Event view controls and settings",summary:"Audio, video, tab visibility and personal preferences on the event screen.",path:"/live-event/:eventId",articleType:"reference",options:[{name:"Microphone and camera controls",description:"Toggle your own mic and camera on or off; disabled for non-speakers by default so background noise doesn't disrupt the session"},{name:"Chat tab",description:"Opens the running message feed for the current room, kept as its own tab on the rail rather than an overlay on the video"},{name:"Event tab and My Itinerary",description:"Toggle between the full event schedule on the Event tab and your personal schedule on My Itinerary, or collapse the rail entirely to give the video more room"},{name:"Screen sharing",description:"Available only to speakers and facilitators; lets them share their screen to the main stage during their session"},{name:"Video quality settings",description:"Manually set resolution and bitrate \u2014 Auto, 1080p, 720p, or 480p \u2014 to trade detail for smoother playback on a slow connection"}],related:["chat-qa","event-view-overview"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"event-view-overview",title:"What you see when you enter a live event",summary:"The screen you see when you enter a live event, with the rail of tabs for sessions, timing and navigation.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"What the event view is",text:"Entering a live event lands y
1ou on the event view \u2014 the screen showing what's happening right now and what's coming next. It surfaces the current session on the main stage, and a rail of tabs including Event, My Itinerary, Audience, Moments, Insights, Polls, Sponsors, Match, Lounge, Handouts, and Chat."},{heading:"What you see at a glance",text:"The main stage broadcast sits centre, with the session title and current speaker's name shown directly beneath it. My Itinerary shows what you personally registered for, while the Event tab shows the full schedule. Chat and Polls appear as tabs on the rail depending on what the host has turned on for the current session."},{heading:"How navigation works",text:"You move between the main stage, the Lounge, and other tabs without ever leaving the event view. Session transitions happen automatically at scheduled times, or you can jump ahead manually by opening a different session from My Itinerary or the Event tab."}],related:["joining-stage","event-itinerary","breakout-rooms"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"event-view-troubleshooting",title:"Troubleshooting problems joining a session",summary:"Can't see the Event tab, can't join a breakout room, or sessions are not loading.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Check your network connection",fix:"A weak or unstable connection is the most common reason a session won't load \u2014 the video area stays blank or spins indefinitely. Confirm you're on a stable WiFi or mobile connection, then click Reload session on the player rather than refreshing the whole browser tab, which keeps you in the same place on the Event tab."},{heading:"Check that the event is live",fix:"If a session hasn't started yet, its Join button stays greyed out \u2014 check the start time listed on the session card on the Event tab. Most events don't allow early entry into breakout rooms, so wait until the scheduled time rather than assuming the button is broken."},{heading:"Check your browser compatibility",fix:"Live sessions require a modern browser with video streaming support \u2014 current Chrome, Safari, Edge, or Firefox. Older browsers or heavily locked-down privacy browsers can silently fail to load video. Also confirm camera and microphone permissions are set to Allow if the session requires them, via the padlock icon in your address bar."},{heading:"Try leaving and rejoining",fix:"Click back to the Event tab to exit the stuck session, wait a few seconds, then click Join on that same session again from its card. This resets the connection and clears most temporary loading issues without needing a full page reload."}],related:["joining-stage","breakout-rooms"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"finding-event-details",title:"Viewing event details and schedule",summary:"Find event information, dates, speakers, and the session schedule on the Event tab.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the event page from your invitation email link, or search for the event name from your dashboard's Events list","Read the event details panel at the top for the title, description, date, and start time in your local timezone","Open the Event tab, which lists each session with its own start time and duration","Click a session row to expand its listed speakers or panelists along with their titles and companies","Check the Handouts tab for any pre-event reading, slides, or requirements the host has posted before the broadcast begins"],related:["joining-stage","preparing-for-live-event","event-registration-status"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"finding-sessions",title:"Finding and joining sessions",summary:"Browse the full event schedule on the Event tab and move between the main stage and breakout rooms.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the Event tab on the rail.","Scroll through the session list, or type a keyword into the search f
1ield at the top of the tab if you're looking for a specific topic.","Click a session's title to open its detail card \u2014 description, speaker names, and start time.","At the listed start time, the Join button on that session's card becomes active \u2014 click it to move into that session's broadcast or breakout room.","If the session has multiple breakout rooms, you're placed into one automatically based on your registration, but a Switch room control appears if the event allows moving between them.","Click back to the Event tab at any time to return to the full session list without losing your place in the current session."],related:["joining-stage","breakout-rooms","event-itinerary"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"interact-live-event",title:"Chatting, reacting and raising your hand",summary:"Send messages and use reactions on the Chat and Polls tabs to participate in the event.",path:"/live-event/:eventId",articleType:"howto",steps:["Click the Chat tab on the rail to open messaging, then click the message field to start typing.","Press Enter, or click Send, to post your message to all attendees (or select a specific person first if direct messaging is enabled).","Open the Polls tab to see any live poll the host has launched and click your chosen option to vote.","Click a reaction button along the toolbar (applause, thumbs up, or similar) to respond instantly without typing.","Click Raise hand, if enabled by the host, to signal you want to speak directly rather than post in Chat."],related:["join-live-event","understanding-live-event","live-event-controls-reference"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"join-chat-room",title:"Switching between chat rooms and sessions",summary:"Moving between chat rooms for breakout sessions, from the Chat tab.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the Chat tab and look at the room tabs above the message panel \u2014 the Main stage room, plus a tab for each breakout session currently running.","Click a room tab's name to switch your chat view to that room \u2014 the message history swaps instantly to show only that room's messages.","Watch the unread badge on the other tabs. You stay in the room you picked until you click a different one, and messages keep arriving in the others meanwhile.","Check the Event tab for each breakout room's start and end time \u2014 a room tab greys out and becomes unclickable once its session has ended."],related:["attend-live-event-overview","send-chat-messages","view-event-schedule"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"join-event-requirements",title:"What you need to join a live event",summary:"The account, registration, browser, and connection conditions that have to be met before a live event will play.",path:"/live-event/:eventId",articleType:"reference",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",options:[{name:"A registration for the event",description:"Your status is shown at the top of the event page as Registered, Waitlisted, or Registration closed; an unconfirmed registration limits you to watching without chat access"},{name:"A signed-in account",description:"Registration-gated event details do not load while you are signed out \u2014 a login prompt in place of the event page is the usual symptom"},{name:"The event link or your dashboard",description:"Reach the event from your dashboard's Upcoming events list or the direct link in your registration confirmation email"},{name:"A current browser",description:"A recent version of Chrome, Safari, Edge, or Firefox; older browsers and heavily locked-down privacy browsers can fail to load the video without showing an error"},{name:"A stable internet connection",description:"Roughly 3 to 5 Mbps down for standard quality; when bandwidth is tight the player drops to a lower resolution rather than buffering"},{name:"A microphone and camera, only if needed",description:"Required only for breakout rooms or interactive segments where you will be seen or heard \u2014 passive viewing needs neither"},{name:"Browser permission for media",description:"If a session calls for camera or microphone access, allow it at the browser prompt, or re-enable it later from the padlock or camera icon in the address bar"}],related:["watch-live-event","preparing-for-live-event","troubleshoot-live-event-not-loading"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"join-live-event",title:"How to join a live event session",summary:"Access and view a live event stream as an attendee.",path:"/live-event/:eventId",articleType:"howto",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",screenshotKey:"00883-live-event-attendee-main-main",steps:["Open the event from your dashboard's Upcoming events list, or click the direct link in your registration confirmation email","Wait for the phase badge in the top right to switch from 'Starting soon' to 'Live' \u2014 the video player activates automatically at that point, no separate join button","If the stream shows a spinning loader for more than 15-20 seconds, refresh the page once rather than repeatedly clicking play","Click the volume icon in the player controls to unmute \u2014 most browsers load the stream muted by default","Use the quality selector in the player'
1s bottom-right corner to drop to a lower resolution if the video is buffering","Open the Chat tab on the rail beside the video (if the organiser enabled it) to interact while watching"],related:["troubleshoot-live-event-access","understanding-live-event-features","access-event-chat","event-connection-issues"]},{slug:"joining-stage",title:"Joining the main stage",summary:"The main stage is the central broadcast in the event view, and it is what you land on when you enter a live event.",path:"/live-event/:eventId",articleType:"howto",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",steps:["Open the event from your dashboard's Upcoming events list, or use the direct link in your registration confirmation email.","Wait for the phase badge in the top right to switch from 'Starting soon' to 'Live' \u2014 the main stage player activates at that point rather than behind a separate join button.","Click the volume icon in the player controls to unmute, since most browsers load the stream muted.","Read the session title and the current speaker's name directly beneath the player to confirm you are on the session you expected.","Open My Itinerary or the Event tab on the rail to jump to a different session, and click back to the main stage at any time to return to the broadcast.","Open the Chat tab on the rail, if the host has enabled it for this session, to follow the conversation while you watch."],related:["event-view-overview","event-itinerary","breakout-rooms"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-chat-moderation",title:"How live event chat is moderated",summary:"Chat at a live event is run by the host and the session moderators, who decide whether it is open, who can post, and what stays up.",path:"/live-event/:eventId",articleType:"understanding",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",body:[{heading:"Who moderates",text:"The host runs the console that controls the broadcast, the schedule, and moderation. Moderators work inside the chat rooms, reading what attendees post, routing questions to speakers, and keeping each room on the topic of the session it belongs to."},{heading:"Chat is enabled per session",text:"Whether the Chat tab appears at all is the organiser's decision, and it is made session by session. A tab that is missing or greyed out means chat has not been enabled for the session currently running, and the organiser can also switch it off part-way through an event."},{heading:"Locked rooms",text:"A moderator can lock a room, which disables the message field for everyone in it while leaving the history readable. If your field is disabled but your registration shows Confirmed, a lock is the likely reason, and another room in the list is usually still open."},{heading:"Confirmed registration as a gate",text:"An unconfirmed registration blocks posting while still allowing you to watch the broadcast. This is a registration gate rather than a moderation decision, and it is resolved on the event landing page rather than by contacting a moderator."},{heading:"If your message is removed",text:"Moderators can remove messages that are off-topic for the session or against the event's rules. Reposting the same message in the same room is unlikely to help; if you believe something was removed in error, raise it with the event host, since only the host's team can act on it."}],related:["participate-live-chat","troubleshoot-chat-issues","access-event-chat"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-controls-reference",title:"Live event controls and settings reference",summary:"Quick reference for every button and rail tab available in the event view.",path:"/live-event/:eventId",articleType:"reference",options:[{name:"Unmute/Mute audio",description:"Toggles your own microphone; muted attendees are visible in the Audience tab but produce no audio to others."},{name:"Turn camera on/off",description:"Toggles your outgoing video; other attendees see a placeholder avatar with your name when it's off."},{name:"Screen share",description:"Broadcasts your screen to the event when the host has enabled it for your role; a stop-sharing bar appears while active."},{name:"Speaker view/Gallery view",description:"Switches the video layout between spotlighting the active speaker and tiling every visible participant."},{name:"Chat tab",description:"Posts your typed message to the current chat scope \u2014 everyone, or a selected individual if direct messaging is on."},{name:"Raise hand",description:"Flags to the host that you want to speak; shows as an icon next to your name in the Audience tab until you lower it or the host calls on you."},{name:"Reaction buttons",description:"Sends a one-tap emoji or preset reaction visible briefly to all attendees, without adding an entry to Chat."},{name:"Leave event",description:"Exits the live view; you can rejoin from the same link until the host formally ends the event."},{name:"Audio settings/Device selection",description:"Opens a dropdown to pick which microphone and speaker or headset to use when more than one is connected."},{name:"Report issue",description:"Opens a form to flag a technical problem or a behaviour issue directly to the event's support contact."}],related:["join-live-event","interact-live-event","troubleshoot-live-event-access"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-features",title:"Live event features and controls",summary:"Overview of the rail tabs and settings available during a live event.",path:"/live-event/:eventId",articleType:"reference",options:[{name:"Video player controls",description:"Play/pause, volume slider, and full-screen toggle sit in the player'
1s bottom control bar; hover to reveal them if they auto-hide"},{name:"Quality settings",description:"The gear icon switches between Auto and fixed resolutions (1080p down to 360p) so playback matches your bandwidth"},{name:"Chat tab (if enabled)",description:"A running message feed where attendees post in real time; the organiser can moderate or disable it mid-event"},{name:"Polls tab (if enabled)",description:"Shows a poll card when the organiser launches one; your vote locks once submitted and results can be shown live"},{name:"Audience tab (if enabled)",description:"A searchable list of who else has joined the event, useful for networking-focused sessions"},{name:"Event tab",description:"The session schedule, speaker bios, and any resource links the organiser attached to this event"}],related:["join-live-event","event-interaction-guide","understand-live-events"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-interface",title:"The stream, the Event tab and navigation",summary:"What the stream, the Event tab and the navigation controls each do.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"The event stream",text:"The main video frame carries the live broadcast \u2014 speakers, panelists, and any shared slides. The player automatically steps its quality down if your connection can't sustain HD, rather than freezing outright, so a sudden drop in sharpness usually means a bandwidth dip, not an error."},{heading:"Event tab",text:"The Event tab lists speakers and panelists with their names and titles, plus the running description of what's currently being discussed. Session timings and any breakout room links live in this same tab rather than in a separate page."},{heading:"Interaction features",text:"Chat and Polls sit as separate tabs so you can engage without your comment interrupting the presentation feed. Some hosts delay or disable specific tabs for certain segments \u2014 if a tab looks greyed out, that's a host setting, not a bug on your end."},{heading:"Navigation controls",text:"Standard play, pause, and volume controls sit along the bottom edge of the video frame. Depending on the event, you may also see a captions toggle and a settings gear for adjusting playback quality manually instead of relying on auto-adjustment."}],related:["watch-live-event","ask-question-live-event","event-roles-and-permissions"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-layout",title:"Understanding the live event view",summary:"Where each rail tab sits on screen, and how to move between them.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"Main video stream",text:"The player sits at the top of the screen and always shows whichever session is currently live. The screen-mode toggle in its corner switches between a large player that dominates the screen and a small one that shrinks to make room for the rail."},{heading:"Audience tab",text:"The Audience tab shows the current session's speakers and moderators at the top, followed by other attendees present \u2014 useful for seeing who's in the room without leaving the stream."},{heading:"Event tab",text:"The Event tab lists every session for the event with its start time and topic. Clicking a past session opens its recording if the organiser enabled replays; clicking an upcoming one shows a preview of what's coming next."},{heading:"Chat and Polls",text:"The Chat tab hosts real-time messaging and, if enabled, the Polls tab surfaces live polls. Some events segment Chat per session or per breakout room rather than running one continuous feed for the whole event."},{heading:"Handouts and Sponsors",text:"The Handouts tab surfaces materials attached to the current session, and the Sponsors tab lists sponsor placements the organiser configured \u2014 these can update as the schedule progresses through different sessions."}],related:["watch-live-event","participate-event-chat","view-event-agenda"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-polls-qa",title:"Voting in polls and asking questions",summary:"Participate in real-time polls on the Polls tab during a live event session.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the Polls tab, or watch the main video area for a poll card to slide in when the host launches one during a session.","Read the question and the listed answer options.","Click your chosen option \u2014 your vote submits immediately and the option highlights to confirm it registered.","If you change your mind before the poll closes, click a different option to override your first vote.","Watch the poll close automatically when the host ends it or moves to the next session.","If the host has enabled result visibility, a bar showing the vote breakdown appears on the Polls tab briefly before it closes."],related:["understand-live-event-interface","participate-live-chat","join-live-event"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-registration",title:"Registering for a live event",summary:"Registration is what gives you access to a live event and what builds your personal itinerary inside it.",path:"/live-event/:eventId",articleType:"understanding",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",body:[{heading:"What registration does",text:"Registering records you as an attendee for the event and sends a confirmation email containing a direct link back to it. That link, and the event's entry in your dashboard's Upcoming events list, are the two ways you reach the event view on the day."},{heading:"Registration status",text:"Your status is shown at the top of the event page as Registered, Waitlisted, or Registration closed. Waitlisted attendees are notified automatically if a spot opens up. A status that has not been confirmed can limit you to watching the broadcast without chat access."},{heading:"What your answers are used for",text:"The sessions you select on the registration form become your My Itinerary, separate from the full schedule on the Event tab. Your other answers feed the event's matchmaking, which is why proposed meetings can already be waiting in y
1our itinerary the first time you sign in."},{heading:"Registration type and access level",text:"The registration type you selected, or were invited under, sets your access level for the event: standard, VIP, speaker, or sponsor. This determines things like priority breakout booking rather than switching whole features on and off."},{heading:"If your access looks wrong",text:"Only the event host can change a registration type, so contact them directly if you registered as a speaker or sponsor but see only attendee features. Checking your status on the event landing page first will usually tell you whether the problem is your registration or your connection."}],related:["event-registration-status","join-live-event","participate-live-chat"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"live-event-troubleshooting",title:"Troubleshooting live event viewing issues",summary:"The common live event faults, from video playback to a dropped connection.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Video is buffering or won't start",fix:"Check your connection speed with a quick speed test in another tab \u2014 video needs a stable connection, not just a fast peak speed. Close other tabs or apps streaming video in the background. Click the player's quality selector and drop to a lower resolution if your connection is marginal. If the session hasn't started yet, the player will show a countdown or a 'Broadcast starting soon' message instead of buffering forever."},{heading:"The message field in Chat is disabled",fix:"Confirm your attendance status shows Confirmed on the event landing page \u2014 an unconfirmed status blocks Chat access even though you can still watch. If your status is confirmed and Chat is still disabled, the room may be temporarily locked by a moderator; try a different room from the list at the bottom, or refresh the page to reconnect."},{heading:"You're getting an 'access denied' or 'not registered' message",fix:"Go back to the event's landing page and check your registration status in the top banner. If it says Pending or you never registered, click Register and complete the form. If it already says Confirmed and you're still blocked, log out and back in \u2014 your session token may be stale \u2014 and contact the event organiser if the error persists."},{heading:"Chat messages are delayed or not appearing",fix:"Switch to a different room and back to the original one \u2014 this forces a fresh connection to the chat service. If that doesn't help, refresh the whole page to reset the underlying WebSocket connection. Messages sent during a brief outage are not lost; they'll appear once the connection recovers, just out of real time."},{heading:"The Event tab is stuck loading",fix:"The schedule pulls from the server as the event view loads, so give it a few seconds on a slow connection before assuming it's broken. If it's still blank after 30 seconds, refresh the page. If the event genuinely hasn't started, the Event tab may intentionally stay hidden until the host publishes the first session."}],related:["join-live-event","participate-live-chat","understand-live-event-interface"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"manage-chat-notifications",title:"Chat unread indicators and notifications",summary:"The indicators that tell you a conversation has moved on while you were watching the broadcast or reading another room.",path:"/live-event/:eventId",articleType:"reference",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",options:[{name:"Chat tab badge",description:"A numeral badge on the Chat tab on the rail showing how many messages have arrived since you last looked at the panel"},{name:"Room tab badge",description:"An unread badge on an individual room tab, so a conversation you are not currently viewing still tells you it has moved on"},{name:"New messages jump button",description:"Appears when you have scrolled up through the history; clicking it returns you to the bottom of the panel and resumes following replies"},{name:"Room selection",description:"You stay in the room you clicked until you click another, and messages keep arriving in the rooms you are not watching rather than being missed"},{name:"Collapsing the rail",description:"Collapsing the Chat tab to an icon gives the video more room while leaving the unread badge visible; clicking the icon expands the message list and input field again"},{name:"Browser notification permission",description:"Whether your browser is allowed to show notifications for this site is a browser-level setting, changed from the padlock icon in the address bar rather than
1inside the event"}],related:["send-chat-messages","join-chat-room","chat-features"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"meeting-requests",title:"Meeting requests in your itinerary",summary:"A meeting request is a proposed one-to-one slot that appears in My Itinerary and waits for your answer.",path:"/live-event/:eventId",articleType:"understanding",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",body:[{heading:"Where meeting requests come from",text:"Most requests are produced by the event's matchmaking, which ranks pairings from your registration answers and from the targeting a sponsor configured at event setup. The host or a sponsor proposes the pairing, and it reaches you as a request rather than as a booking."},{heading:"A proposed meeting is not a confirmed one",text:"Proposing a match adds a pending suggestion to your itinerary. It does not reserve the slot on your behalf, so a request sitting unanswered is not yet a commitment for either side."},{heading:"Where they appear",text:"Matchmade meetings show as their own slots in My Itinerary, labelled with the other attendee's or sponsor's name and company, alongside the sessions you registered for. The Match tab on the rail is where the matchmaking side of the event lives."},{heading:"Answering a request",text:"Click a meeting slot in My Itinerary to accept, decline, or reschedule it. You can do this any time before the slot starts, so a request you are unsure about can wait rather than being declined immediately."},{heading:"What happens once you accept",text:"An accepted meeting stays in My Itinerary as a scheduled slot and counts against the meeting caps the host set for the event. Declining removes it from your itinerary without affecting the rest of your schedule or the sessions you registered for."}],related:["event-itinerary","matchmaking-explained","understanding-event-roles"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"navigate-live-event-view",title:"How to navigate the event view",summary:"Find speakers, schedule, and resources using the rail tabs during a live event.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the event screen \u2014 the video player sits at the top with the event title and description directly beneath it","Open the Event tab to see session start times and topics for the day","Look for speaker names, titles, and photos in that session's detail card on the Event tab","Open the Handouts tab if the organiser attached slides or documents to this event","Use the rail above or beside the main content area to jump directly between Event, Handouts, and other tabs instead of scrolling"],related:["view-speaker-profiles","understand-event-structure","event-connection-issues"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"participate-event-chat",title:"How to participate in event chat and Q&A",summary:"Send messages and interact with other attendees on the Chat and Polls tabs during the live event.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the Chat tab next to the video player \u2014 it sits alongside the Polls tab on the same rail","Click the message field at the bottom of the Chat tab and type your comment","Press Enter or click the send arrow to post the message to everyone currently in the session","Switch to the Polls tab to vote on any live poll the host has launched","Click the thumbs-up icon on another attendee's chat message to show support without adding a duplicate message","If a message shows a Reply link underneath it, click Reply to keep your response threaded under the original comment"],related:["live-event-layout","poll-voting","chat-features"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"participate-live-chat",title:"Sending messages and switching chat rooms",summary:"Communicate with other attendees through the Chat tab's designated chat rooms.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the Chat tab and click a room name from the list at the bottom, such as 'Main stage' or a specific session's discussion room.","Scroll up to read the existing message history in that room before jumping in.","Click the message field, type your text, and press Enter or click Send to post it to everyone currently in that room.","Click a different room name at any point to switch discussions \u2014 your draft in the previous room is not carried over.","Open the Event tab alongside Chat to keep the schedule visible while you follow a room's conversation."],related:["live-event-chat-moderation","live-event-registration","join-live-event"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"poll-voting",title:"Voting in a live poll",summary:"Polls are launched by the host during a session and collected on the Polls tab on the rail.",path:"/live-event/:eventId",articleType:"howto",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",steps:["Open the Polls tab on the rail, or watch the main video area for a poll card to slide in when the host launches one.","Read the question and the listed answer options before choosing.","Click your chosen option \u2014 the vote submits immediately and the option highlights to confirm it registered.","Click a different option to override your first vote, as long as the poll is still open.","Watch for the vote breakdown to appear on the Polls tab, which happens only if the host has enabled result visibility.","Leave the tab when the poll closes \u2014 the host ends it or moves to the next session, and the card closes on its own."],related:["participate-event-chat","live-event-polls-qa","chat-features"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"preparing-for-live-event",title:"Preparing to join a live event",summary:"Get ready before the event starts: permissions, equipment, and what to expect.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"What you need to prepare",text:"You need a stable internet connection and a current version of Chrome, Firefox, Safari, or Edge. A microphone and camera are only necessary if the event includes breakout rooms or interactive segments where you'll be seen or heard \u2014 passive viewing needs neither."},{heading:"Browser permissions and settings",text:"If a session calls for camera or microphone access, your browser will prompt you the moment you try to join it \u2014 allow both so the interactive segment works. If you accidentally denied a permission earlier, click the camera icon in your browser's address bar to re-enable it without reloading the whole page."},{heading:"What happens when the event starts",text:"At the scheduled start time, the countdown on the event page is replaced by the live video feed, and the Chat and Polls tabs become active. Any breakout rooms or one-on-one meetings
1you registered for show up on My Itinerary, separate from the main stage."},{heading:"Joining early vs. on time",text:"Most events open the page 10-15 minutes before the scheduled start so you can test audio and video ahead of time. Before that window, the page shows a countdown timer rather than a blank error \u2014 that's expected, not a sign something's wrong."}],related:["joining-stage","finding-event-details","troubleshoot-audio-video"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"send-chat-messages",title:"Sending messages and chatting live",summary:"Participate in the Chat tab by sending messages, sharing media, and interacting with other attendees.",path:"/live-event/:eventId",articleType:"howto",steps:['Open the Chat tab on the rail and locate the message input field at the bottom, marked "Send a message...".',"Click into the field and type your message \u2014 keep it on-topic for the session you're currently in.","Click the paperclip attachment icon next to the input field if you want to attach an image or a document to your message.","Press Enter, or click the Send arrow icon on the right of the input field, to post it \u2014 your message appears tagged with your display name and a timestamp, visible to everyone in that room.","Scroll down to the bottom of the panel, or click the New messages jump button, to follow the conversation as replies come in."],related:["join-chat-room","manage-chat-notifications","attend-live-event-overview"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"submit-qa-question",title:"Asking a question in the live Q&A",summary:"Submit questions to speakers through the event's Chat tab.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the Chat tab on the rail beside the video \u2014 this is where attendee questions and comments are posted during the session.","Click the message field at the bottom and type your question.","Keep it to a sentence or tw
1o and name the speaker if the session has more than one, so a moderator can route it correctly.","Press Enter, or click the Send icon, to post it into the chat.","Watch the chat for a reply \u2014 moderators or the host may respond directly, or address it live if the speaker calls it out on stage.","If other attendees react to your message, that's a signal to the host that it's worth surfacing on stage."],related:["access-event-chat","understanding-live-event-features","troubleshoot-cant-submit-questions"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-audio-video",title:"Fixing live event video or audio",summary:"Resolve common audio and video issues affecting your live event experience.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Check your internet connection",fix:"Poor connectivity is the most common cause of stalled or blurry video. Run a quick speed test \u2014 you want at least 3-5 Mbps down for standard quality. If you're on WiFi, move closer to the router or switch to a wired connection. When bandwidth is tight, the player automatically drops to a lower resolution rather than buffering, so a sudden quality drop with no freezing is normal and not a bug."},{heading:"Verify browser permissions",fix:"Click the padlock or camera icon in your browser's address bar and confirm microphone and camera are set to Allow for this site, not Block. If you denied the prompt earlier, the settings won't ask again automatically \u2014 you have to change the site permission manually and then reload the page for it to take effect."},{heading:"Check your device's audio and video settings",fix:"Confirm your microphone isn't muted at the hardware level \u2014 many laptops have a physical mute key or LED indicator. Open your operating system's Sound settings and check the correct input device is selected, not a disconnected headset. Close other apps (Zoom, Teams, another browser tab) that may already be holding the camera, since only one app can use it at a time."},{heading:"Try a different browser or device",fix:"If the issue only happens in one browser, switch to a current version of Chrome, Safari, or Edge and rejoin the session with the same event link. If the problem follows you across browsers, try a second device (phone or another laptop) on the same event link to confirm whether the issue is local to your original machine."}],related:["understanding-live-event-features","join-live-event","troubleshoot-live-event-not-loading"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-cant-submit-questions",title:"You cannot submit a live question",summary:"Questions go into the event chat, so a question you cannot post is almost always a chat problem rather than a separate Q&A fault.",path:"/live-event/:eventId",articleType:"troubleshoot",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",causes:[{heading:"Chat is not enabled for this session",fix:"Attendee questions are posted in the Chat tab on the rail, so if that tab is missing or greyed out there is nowhere to submit one. The organiser turns chat on per session, so check the Event tab to see which session is currently running and try again after the next one starts."},{heading:"Your registration is not confirmed",fix:"Open the event landing page and check the status shown at the top. An unconfirmed registration lets you watch but blocks the message field, which looks identical to a broken input. Complete or confirm your registration, then reload the event view."},{heading:"The room is locked by a moderator",fix:"A moderator can lock a room mid-session, which disables the message field for everyone in it. Switch to another room in the room list and post your question there, or wait for the moderator to reopen the room, rather than retrying in the locked one."},{heading:"The connection to the event has dropped",fix:"Check for the small offline indicator near the video player. If it is showing, your question will not send. Wait a few seconds for the automatic reconnect, then refresh the page if the indicator does not clear, and post the question again."},{heading:"The question posted but has not been answered",fix:"Posted questions appear in the chat with your display name attached, so scroll back through the room history to confirm yours is there. Moderators route questions to speakers and may answer in chat or on stage, which can take several minutes. Keeping it to a sentence or tw
1o, and naming the speaker when a session has more than one, makes it easier to route."}],related:["submit-qa-question","access-event-chat","chat-qa"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-chat-issues",title:"Chat is not working during a live event",summary:"The Chat tab is missing, the message field will not accept input, or messages are not appearing.",path:"/live-event/:eventId",articleType:"troubleshoot",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",causes:[{heading:"The Chat tab is missing or greyed out",fix:"Which tabs appear on the rail varies by session, so a missing or greyed Chat tab usually means the organiser has not enabled chat for the session you are currently in. Check the Event tab to see whether a different session is running, and look again once the next session starts. The organiser can also disable chat part-way through an event."},{heading:"The message field is disabled",fix:"Confirm your attendance status reads Confirmed on the event landing page, because an unconfirmed registration blocks chat while still allowing you to watch. If your status is confirmed and the field is still disabled, the room may be temporarily locked by a moderator \u2014 switch to a different room from the room list and try there."},{heading:"Messages are delayed or not appearing",fix:"Switch to a different room and back again, which forces a fresh connection to the chat service. If that does not help, refresh the whole page to reset the underlying connection. Messages sent during a brief outage are not lost; they arrive once the connection recovers, just out of real time."},{heading:"You are posting in the wrong room",fix:"The Chat tab carries a room for the main stage plus a room for each breakout currently running, and your message only reaches the people in the room you have selected. Check which room tab is active before assuming nobody is responding, and note that a room tab greys out once its session has ended."},{heading:"The event connection has dropped",fix:"Look for the small offline indicator near the video player. Chat and live status share that connection, so a drop stops new messages arriving even though the page still looks normal. The platform reconnects automatically within a few seconds; refresh the page if the indicator stays."},{heading:"New messages are arriving below your scroll position",fix:"If you have scrolled up through the history, the panel stops following the conversation. Scroll back to the bottom of the panel, or click the New messages jump button, to resume following replies as they come in."}],related:["access-event-chat","send-chat-messages","live-event-chat-moderation"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-event-page-not-loading",title:"Event page won't load or show details",summary:"The event page is blank, or its details never arrive.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Your connection dropped mid-load",fix:"Load a different site to confirm you're actually online. If your WiFi signal is weak, reconnect to the network or move closer to the router, then reload the event page \u2014 a half-loaded page is usually a dropped request, not a broken event."},{heading:"Cached session data is stale",fix:"Open your browser's Privacy settings, clear cached images and files, and reload. This fixes most blank-page cases where the page shell loads but the event content underneath doesn't render."},{heading:"The event was unpublished or cancelled",fix:"Navigate to the event through your dashboard's Events list rather than the old bookmarked link. If it's no longer listed there, the host has taken it down \u2014 check your inbox for a cancellation or rescheduling notice from them."},{heading:"The issue is specific to one browser",fix:"Try opening the same event link in a different browser. If it loads there, update your original browser to its latest version \u2014 an outdated browser is the most common cause of a page that loads everywhere except one machine."},{heading:"You're logged out",fix:"Some events require you to be signed in to see registration-gated details. If you land on a login prompt instead of the event page, sign in with your account email and password \u2014 the event details load immediately after."}],related:["preparing-for-live-event","finding-event-details","troubleshoot-audio-video"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-event-stream",title:"Event stream not loading or cutting out",summary:"Video will not play during a live event.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Check your internet connection",fix:"Ensure you have a stable, fast internet connection (at least 2.5 Mbps recommended for HD). Ru
1n a speed test at speedtest.net. If your connection is slow, move closer to your router, close other applications using bandwidth, or switch to a wired connection if possible. Refresh the page after improving your connection."},{heading:"Verify your browser is supported",fix:"Live events work best on recent versions of Chrome, Safari, Firefox, or Edge. Check your browser version and update if needed. Clear your browser cache and cookies for the event domain, then try loading the page again."},{heading:"Try a different device or browser",fix:"If the stream fails on your current device, try watching on a smartphone, tablet, or different computer to isolate whether the issue is device-specific or account-related. If it works elsewhere, the problem is likely your original device or browser."},{heading:"Disable browser extensions and firewall/proxy",fix:"Ad blockers, VPNs, and security software can sometimes block video streams. Try disabling browser extensions temporarily, or if you use a VPN or corporate firewall, contact your IT support to allow the event domain. Reload the page after making changes."},{heading:"Check if the event has started",fix:"Confirm the event start time in your timezone. If the event hasn't started yet, the stream area may show a preview or waiting screen instead. Refresh the page a few minutes before the scheduled start time."}],related:["watch-live-event","live-event-interface"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-live-event-access",title:"Troubleshooting live event connection issues",summary:"Audio, video and connection faults during a live event.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Your internet connection is too weak",fix:"Run a speed test in another tab \u2014 video needs at least 2.5 Mbps download to play smoothly. If it's below that, move closer to your router, pause other downloads, or switch off Wi-Fi-heavy background apps, then refresh the event page once your connection stabilises."},{heading:"Camera or microphone permission was denied",fix:"Click the padlock icon in your browser's address bar, find Camera and Microphone in the site permissions list, and change both from Block to Allow. Refresh the page and click Join event again \u2014 the browser will re-prompt for permission on some setups."},{heading:"Another app is holding your camera or microphone",fix:"Close any other video call app or recording tool that might already have the device open \u2014 most operating systems only let one application use a camera or mic at a time. On a Mac, check System Settings > Privacy & Security > Camera/Microphone to confirm your browser has access and nothing else is actively using the device."},{heading:"Stale browser data is causing playback errors",fix:"Open your browser's Clear Browsing Data setting, select Cookies and Cached Files for the past week, and clear them. Close and reopen the browser fully, then rejoin the event \u2014 a partial page reload sometimes isn't enough to clear a corrupted cache entry."},{heading:"The issue is specific to your browser or device",fix:"Try joining from a different browser (Chrome, Firefox, Safari, or Edge) to rule out a browser-specific bug. If it also works fine on a phone or tablet but not your computer, the problem is most likely a driver or hardware conflict on that machine rather than the event itself."}],related:["join-live-event","understanding-live-event","live-event-controls-reference"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-live-event-connection",title:"Live event connection and display faults",summary:"Resolve common problems with video playback, chat connectivity, and page display during live events.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Video Won't Play or Buffering Constantly",fix:"Run a speed test and aim for at least 3-5 Mbps down; close other tabs or apps streaming video in the background. Click the player'
1s gear icon and manually drop the resolution to 480p if Auto isn't adapting fast enough. Refresh the page if the spinner persists past 30 seconds \u2014 Chat will keep working even while video is stuck, so you don't have to stop participating."},{heading:"Chat Messages Are Delayed or Not Appearing",fix:"Check for the small offline indicator near the top of the Chat tab \u2014 if it's showing, your connection dropped and messages are queued locally until it reconnects. Refresh the page to force a reconnect. Switching to a different room tab and back also resets the socket connection and often clears a stuck queue faster than waiting."},{heading:"Page Layout Looks Broken or Text Overlaps",fix:"Clear your browser's cache for the Panelist domain and reload \u2014 a stale cached stylesheet is the usual cause. Resize your browser window slightly or exit fullscreen if panels are overlapping. On mobile, rotate to landscape for the video and back to portrait for chat, since the layout is optimized differently for each orientation."},{heading:"I See a 'Not Registered' or 'Access Denied' Message",fix:"This means your registration hasn't synced as Confirmed yet. Search your inbox for the confirmation email from the event organiser and click its link, which re-validates your registration. If you registered minutes ago, wait a couple of minutes and refresh \u2014 processing can lag slightly behind form submission. If it still won't clear, contact the event organiser with the email you registered under."}],related:["attend-live-event-overview","send-chat-messages","view-event-schedule"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"troubleshoot-live-event-not-loading",title:"The live event will not load",summary:"The event view opens but the video area stays blank, spins, or never switches from the countdown.",path:"/live-event/:eventId",articleType:"troubleshoot",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",causes:[{heading:"The session has not started yet",fix:"Check the phase badge in the top right of the event view. While it reads 'Starting soon' the player shows a countdown or a broadcast-starting message instead of video, which is expected rather than a fault. Compare it against the session start time listed on the Event tab, and wait for the badge to change to 'Live' before troubleshooting anything else."},{heading:"The stream is still loading",fix:"Give the player 15 to 20 seconds on a slow connection. If it is still spinning after that, refresh the page once rather than clicking play repeatedly, which can leave several stalled requests in flight. Run a speed test in another tab and close other tabs or apps streaming video in the background."},{heading:"The player loaded muted and looks inactive",fix:"Most browsers load a stream muted, and some block autoplay entirely. Click the volume icon in the player controls to unmute, and click the play control in the middle of the frame if playback did not begin on its own. A silent, still frame is often a blocked autoplay rather than a failed stream."},{heading:"Your registration is not confirmed, or you are signed out",fix:"Go back to the event landing page and check the registration status shown at the top. If it reads Pending, or you land on a login prompt instead of the event, sign in and complete the registration form. If it already reads Confirmed and you are still blocked, log out and back in so a stale session token is replaced."},{heading:"The browser cannot play the stream",fix:"Live sessions need a current version of Chrome, Safari, Edge, or Firefox. Heavily locked-down privacy browsers and extensions that block media can fail silently, leaving a blank frame with no error. Open the same event link in a different browser to confirm, and update the original one if it loads elsewhere."},{heading:"The connection to the event dropped",fix:"Watch for the small offline indicator near the video player. The platform tries to reconnect on its own within a few seconds; if the indicator stays, refresh the page, which restores your session without losing your place on the rail."}],related:["join-live-event","troubleshoot-audio-video","understanding-live-event-features"],screenshotKey:"00883-live-event-attendee-main-main"},{slug:"understand-event-structure",title:"Event details, speakers and handouts",summary:"Where event details, speaker cards and handouts appear in the event view.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"Event details section",text:"Sits directly under the video player and shows the event title, a short description, and the date, start time and duration the organiser set when building the event. It is the fastest place to confirm timing without opening the Event tab."},{heading:"Event tab",text:"Lists every session in order with its start time, title, and assigned speaker \u2014 the same underlying data the host manages from their own console, rendered read-only for attendees so you can plan which sessions to prioritize."},{heading:"Speaker information",text:"Each speaker card shows name, job title, company, a short bio, and a headshot pulled from their speaker profile. A card is clickable for a fuller bio if the organiser added one."},{heading:"Handouts tab",text:"Any slides, one-pagers or reference documents a speaker or organiser attached to the event show up here as downloadable links. They are tied to the event record rather than to an individual session, unless the organiser scoped them that way."}],related:["navigate-live-event-view","view-speaker-profiles","access-event-materials"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"understand-live-event-interface",title:"Understanding the live event interface",summary:"How the video, the rail tabs and attendee features work together during a live event.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"The video stream and session playback",text:"The centre panel plays the live broadcast or, once a session ends, its recording. The player automatically switches to whichever session is currently sc
1heduled as the event progresses, so you don't need to manually pick a stream. Once a session is over, standard playback controls (pause, scrub, speed) become available on its recording."},{heading:"Chat and real-time discussion",text:"The Chat tab holds several rooms, one per stage or session track, listed at the bottom of the tab. Messages post instantly to everyone in the same room, and the history persists so someone joining late can scroll up and catch up. Hosts can moderate a room by removing individual messages or muting a disruptive attendee."},{heading:"Event schedule and session details",text:"The Event tab lists every session with its start time and title, and highlights whichever one is currently live. Clicking a session opens its detail card with speaker names, room, and description \u2014 the same data the host manages from their own agenda tools in the console."},{heading:"Attendees and speaker visibility",text:"The Audience tab lists everyone currently viewing the event, tagged by role where relevant \u2014 Host, Speaker, or Moderator badges sit next to those names. This is where you can see who's presenting the current session versus who's just watching."},{heading:"Live polls and interactive features",text:"When a host launches a poll from the console, it surfaces on the Polls tab with the question and answer options. Votes lock in the moment you click an option, and the poll closes automatically when the host ends it or advances to the next session."},{heading:"Handouts and sponsor information",text:"The Handouts tab lists downloadable event resources, and the Sponsors tab lists sponsor booths. Opening a sponsor from that tab shows their booth without leaving the main stream, so you can browse their materials or start a chat without losing your place in the session."}],related:["join-live-event","participate-live-chat","view-event-agenda"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"understand-live-events",title:"Understanding live events",summary:"What live events are, and how attendees take part in real time.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"What a live event page is",text:"A live event page is the attendee's entry point to a real-time broadcast \u2014 a webinar, panel, conference stage, or networking session. The page combines a video player with a rail of tabs the organiser turned on for this specific event, so no two live events necessarily look identical."},{heading:"Why the same page changes shape",text:"The organiser configures which rail tabs are on per-event from their host console settings: Chat, Polls, Audience, Sponsors, and Handouts can each be toggled independently. If you don't see a tab described in this help centre, it's most likely switched off for this event rather than missing from the product."},{heading:"What you can do once you've joined",text:"Beyond watching, you can vote in polls on the Polls tab as they pop up over the stream, and chat with other attendees in a running feed on the Chat tab alongside the video."},{heading:"Timing and replays",text:"The video activates only once the organiser starts the broadcast \u2014 arriving early shows a countdown or 'starting soon' state, not a blank error. If the organiser enabled on-demand replay, the same URL keeps working after the live broadcast ends and serves the recording instead."}],related:["join-live-event","live-event-features","event-interaction-guide"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"understanding-event-roles",title:"Attendee roles and event access",summary:"What the participant roles are, and how each one changes what you can do.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"Standard attendee vs. VIP attendee",text:"Both roles can watch the main stage, use Chat and Polls, and book meetings with sponsors via Match. VIP is a registration tier layered on top of standard access \u2014 the difference shows up in priority breakout booking and, on some events, a reserved section rather than
1in any feature being unlocked or hidden."},{heading:"Participant roles during the event",text:"Hosts run the console that controls the broadcast, schedule, and moderation. Speakers and panelists appear on camera and can be given the floor by the host. Attendees watch and interact through Chat and Polls but have no control over the stream itself."},{heading:"Breakout room participation",text:"Breakout rooms are smaller concurrent sessions you join from My Itinerary if you registered for one. Inside a breakout, you keep the same attendee-level permissions you have on the main stage \u2014 breakout rooms don't grant additional control."},{heading:"How access is determined",text:"Your role and access level are set at registration, based on the registration type you selected or were invited under (standard, VIP, speaker, sponsor). If your access looks wrong \u2014 for example, you registered as a speaker but see only attendee features \u2014 contact the event host directly since only they can adjust your registration type."}],related:["joining-stage","breakout-rooms","meeting-requests"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"understanding-live-event",title:"What each rail tab does during a live event",summary:"Overview of the rail tabs and features available during a live event.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"The main video feed",text:"The primary area shows whoever is presenting \u2014 the host, a speaker, or a shared screen. This is the focal point of the view regardless of format, and it automatically adjusts resolution based on your connection so playback stays smooth rather than crisp on a weak network."},{heading:"Audience tab",text:"The Audience tab lists everyone attending and gives you your own microphone and camera toggles. Your muted or camera-off status shows to others next to your name unless the host has configured the event to hide participant status."},{heading:"Chat tab",text:"The Chat tab supports real-time messaging visible to all attendees, timestamped as sent. If the event is recorded, chat history remains attached to the recording for anyone reviewing it afterwards. Some events restrict Chat to registered attendees only, hiding it from anonymous viewers."},{heading:"Polls and reactions",text:"The Polls tab is a separate surface from Chat, showing live poll questions and answer options as the host launches them. Reaction buttons (applause, thumbs up, and similar) post instantly without adding to Chat, so they don't interrupt the conversation."},{heading:"Event tab",text:"The Event tab holds the event schedule, session titles, start times, and description set by the organiser, along with any linked resources under Handouts or follow-up actions the host has attached."}],related:["join-live-event","interact-live-event","live-event-controls-reference"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"understanding-live-event-features",title:"Live event features and your role",summary:"What tabs and features attendees get on the event rail during a live session.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"What you see in a live event",text:"The main panel of a live event shows whatever the host has pushed live \u2014 a speaker's camera feed, a shared screen, or pre-recorded content playing on schedule. Below the video, the session title, current speaker's name and title, and a Live or Upcoming badge tell you exactly what's happening right now. A rail alongside the video gives you tabs for the Event agenda, My Itinerary, Audience, Moments, Insights, Polls, Sponsors, Match, Lounge, Handouts, and Chat."},{heading:"How to interact during the event",text:"The Chat tab lets you talk with other attendees in real time, the Polls tab surfaces live polls the host launches, and Moments gathers shared photos and highlights from the event. Which of these are turned on can vary by session \u2014 if a tab is missing or greyed out, the organiser hasn't enabled it for that session."},{heading:"Session controls available to attendees",text:"Attendees get a small settings menu behind the gear icon on the player. It carries a video quality selector (Auto, 1080p, 720p, 480p) for matching playback to your connection speed, plus a mute toggle for your own microphone if you were brought on stage. A fullscreen icon in the bottom-right corner of the player expands the video to fill your window."},{heading:"Finding what's next",text:"Open the Event tab on the rail to see the agenda and timeline for the day, or open My Itinerary to see just the sessions and meetings that apply to you. When one session ends, use either tab to move into whatever is scheduled next."}],related:["access-event-chat","submit-qa-question","troubleshoot-audio-video"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"video-playback-issues",title:"Troubleshooting video stream problems",summary:"Live event video will not start, or buffers continually.",path:"/live-event/:eventId",articleType:"troubleshoot",causes:[{heading:"Your connection can't keep up with the stream",fix:"If the video keeps buffering or dropping to a blurry picture, run a speed test at speedtest.net. Live event video needs roughly 3-5 Mbps for standard quality. If your result is lower, close other tabs and apps pulling bandwidth (screen shares, cloud backups, other streams), switch from WiFi to a wired connection if you can, or move closer to the router, then reload the event page."},{heading:"A stale browser cache is holding an old player session",fix:"Open your browser's settings, go to Privacy and security, and clear cached images and files for the last hour. Reload the event page \u2014 this forces the player to fetch a fresh stream manifest instead of replaying a stuck one. If it still fails, open the event in a private/incognito window to rule out cached login state."},{heading:"The session hasn't gone live yet",fix:"Open the Event tab and check whether the current session shows a live indicator or an 'Upcoming' label. If it says Upcoming, the stream hasn't started \u2014 you'll see a countdown or a static preview until the host starts the broadcast. Reload a minute after the scheduled start time if the countdown has hit zero and nothing has changed."},{heading:"A browser extension is blocking the video request",fix:"Ad blockers, VPN extensions, and privacy tools sometimes block the video CDN. Click your browser's extensions icon, disable ad blockers and VPN extensions one at a time, and refresh the page after each. Once you find the culprit, add the event's domain to that extension's allow list instead of leaving it off entirely."},{heading:"The host paused or ended the broadcast",fix:"Hosts can pause a stream between segments \u2014 you'll see a 'Broadcast paused' message on the video frame instead of an error. Wait a minute and the feed should resume automatically. If the pause lasts more than a few minutes, check the Chat tab for a note from the organiser before assuming it's a problem on your end."}],related:["watch-live-event","live-event-layout"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"view-event-agenda",title:"Understanding the event agenda and sessions",summary:"Navigate the Event tab to view session times, topics, and access on-demand recordings.",path:"/live-event/:eventId",articleType:"understanding",body:[{heading:"How the Event tab is organised",text:"The Event tab lists every session in chronological order: title, start time, and duration underneath. The session currently airing is marked with a red 'Live now' tag, and past sessions are marked 'Recorded' once they end."},{heading:"Opening a session's details",text:"Click any session row to expand it in place \u2014 this shows the full description, the listed speakers with their titles and companies, and the room or track it belongs to if the event runs parallel tracks. Collapse it again by clicking the row a second time."},{heading:"Switching to on-demand recordings",text:"Once a session ends, its row on the Event tab gets a play icon instead of the live tag. Click it to load the recording into the main video player. Recordings stay available for the length of the event and for a
1window afterwards set by the host \u2014 check the session row for an 'Available until' date if one is shown."},{heading:"Moving between sessions",text:"When a live session ends, the player automatically loads the next scheduled session rather than stopping. You can jump ahead of that by clicking any other session on the Event tab \u2014 live or recorded \u2014 at any time; this doesn't affect what other attendees are watching."}],related:["watch-live-event","live-event-layout"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"view-event-schedule",title:"Finding and following the event schedule",summary:"Use the Event tab to see session times, topics, speakers, and breakout room schedules.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the Event tab on the rail \u2014 it lists every session for the current day by default.","Read the start and end time printed on each session row; the row for whatever is airing right now is highlighted with a Live tag.","Scroll down to see upcoming sessions further in the day, or click the day selector at the top of the tab to jump to a different date.","Read each row for the session topic, the speaker's name and the room it is assigned to.","Click any session row to expand its full details, or to jump straight into that session's Chat if it's currently live.","All times shown are automatically converted to your local timezone, so the schedule reflects when each session starts for you specifically."],related:["join-chat-room","attend-live-event-overview","send-chat-messages"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"view-speaker-profiles",title:"How to view speaker profiles at an event",summary:"Access detailed information about event speakers and their backgrounds from the Event tab.",path:"/live-event/:eventId",articleType:"howto",steps:["Open the event view and open the Event tab to find the session's speaker card","Click a speaker's photo or name card to expand their full profile","Read their bio, job title, company, and any social or company links included on the card","Close the expanded profile (click the X or click outside it) to return to the session list","Repeat for other speakers, or scroll back up to return to the video"],related:["understand-event-structure","navigate-live-event-view","access-event-materials"],group:"general",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",screenshotKey:"00883-live-event-attendee-main-main"},{slug:"watch-live-event",title:"Watching a live event",summary:"Access and view a live event stream from your events list or direct link.",path:"/live-event/:eventId",articleType:"howto",category:"live-event-attendee",categoryLabel:"Live event \xB7 Attendee",group:"general",screenshotKey:"00883-live-event-attendee-main-main",steps:["Open your dashboard's Events list, or open the direct link sent to you by the host, to reach the event page","Look for the main video frame in the centre of the page \u2014 it shows a countdown before the event starts and the live feed once it does","Click the play triangle in the middle of the frame if playback doesn't start automatically the moment the event goes live","Click the expand icon in the bottom-right corner of the player to switch to full-screen viewing","Leave the tab open through the session \u2014 the player advances to the next scheduled segment on its own without you needing to reload"],related:["join-live-event","live-event-layout","video-playback-issues","ask-question-live-event"]},{slug:"access-sponsor-portal",title:"Opening the sponsor portal in a live event",summary:"Navigate to the sponsor rail to view your Attendees, Meetings, and Targets tabs.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",screenshotKey:"00882-live-event-sponsor-main-main",steps:["Sign in to your account with the email your sponsorship was set up under","Open the event from your events list, or follow the direct sponsor link sent by the organiser","If a role selector appears (your account has more than one role on this event), choose the sponsor role to enter that view specifically","Work from the Home tab you land on, using the rail down the side: Attendees, Meetings, Roundtable (if enabled), Targets, Agenda, Materials and To-Do, plus a separate Company button for your company's page"],related:["sponsor-portal-overview","sponsor-portal-sections","understand-sponsor-dashboard","sponsor-resources"]},{slug:"accessing-sponsor-portal",title:"Accessing your sponsor portal",summary:"Log in and navigate to the sponsor rail for the live event.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Log in with your account credentials at the event's main URL","Enter the event, then switch into the sponsor rail rather than the attendee view","If your organisation was invited directly, check your email for a link that opens straight into the sponsor rail instead of the general navigation","Confirm you've landed in the right place \u2014 you should see the Home tab plus Attendees, Meetings, Roundtable (if enabled), Targets, Agenda, Materials, and To-Do down the side, along with a separate Company button"],related:["understanding-sponsor-role","sponsor-booth-visibility","sponsor-portal-troubleshoot"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00882-live-event-sponsor-main-main"},{slug:"book-manage-sponsor-meetings",title:"Booking meetings with event attendees",summary:"Schedule one-on-one meetings and respond to meeting requests from the Meetings tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Open the Meetings tab from the sponsor rail","Check for pending requests from attendees at the top of the list","Open a request, then approve to confirm the meeting or decline to reject it","Review your confirmed and past meetings, sorted with the soonest upcoming meeting first","To book a meeting yourself, search for the attendee by name or company from the Attendees tab and pick an open time slot from their availability","Open any meeting to see its details, including a link to add it to your calendar"],related:["set-up-target-accounts-sponsor","understand-sponsor-metrics"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00886-live-event-sponsor-agenda-main"},{slug:"booking-sponsor-meetings",title:"Booking meetings with attendees",summary:"Invite attendees to one-on-one meetings from the Meetings and Attendees tabs.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Open Meetings from the sponsor rail to start a new meeting request","Search for the attendee's name or company from the Attendees tab \u2014 results show their role and company","Open their profile card to see their title, company, and any target-account details","Look for an option to request a meeting from the profile card","Pick an open slot from their availability \u2014 slots where either of you is already booked won't be selectable","Add a short note in the message field explaining why you'd like to meet, if that option is available","Send the invite \u2014 the request sits as pending in the Meetings tab until the attendee accepts or declines"],related:["sponsor-portal-overview","sponsor-team-manage","sponsor-meetings-reschedule"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00882-live-event-sponsor-main-main"},{slug:"boost-sponsor-engagement",title:"Improving engagement with your sponsorship",summary:"Where sponsor engagement comes from, and what to change when the figures stay flat.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",body:[{heading:"Start with a complete company page",text:"Most flat engagement figures trace back to a company page that was never finished or published. Before looking for anything more sophisticated, confirm the page has a description, branding and materials, and that attendees can actually see it."},{heading:"Go to the attendees rather than waiting",text:"Meeting requests can be sent from your side as well as re
1ceived. Sponsors who send requests from the Attendees and Meetings tabs fill more of the day than those who wait for attendees to approach the company page."},{heading:"Focus on the companies you came for",text:"Uploading your target accounts turns a general attendee roster into a shortlist of the people worth your time, and tells you which of your target companies are present at all."},{heading:"Share something worth downloading",text:"The download count tells you whether your materials are being taken. A file nobody downloads is a signal to change what you are offering, not a reason to add more files."},{heading:"Read the figures while you can still act",text:"Engagement figures move during the live window and freeze after it. Checking Home mid-event, and drilling into Attendees for the detail, gives you the chance to change approach before the event closes."}],related:["customize-sponsor-booth","sponsor-target-accounts","sponsor-engagement-analytics"],screenshotKey:"00882-live-event-sponsor-main-main"},{slug:"booth-best-practices",title:"Getting the most out of your company page",summary:"What separates a company page that attracts meetings from one that records no activity at all.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",body:[{heading:"Finish the page before the event opens",text:"An incomplete or unpublished company page records nothing, because attendees have nothing to find. Fill in the description, add your logo and cover image, and publish the page before the event starts rather than during it."},{heading:"Say what you want to talk about",text:"The description is the copy attendees read before deciding whether to approach you. Stating which topics your team is ready to discuss gives an attendee a reason to request a meeting, which a general company summary does not."},{heading:"Make sure every file works",text:"Open your own page from a different browser or device and click through every material and link. A file that fails to download costs you engagement quietly, because attendees rarely report it and simply move on."},{heading:"Use target accounts to focus the team",text:"Uploading your target companies means the Targets tab tells you which of them are actually at the event, so your team spends the day on the people worth meeting rather than on whoever happens to pass by."},{heading:"Check the figures during the event, not after",text:"Visits, downloads and engaged attendees update while the event is live. Reading them mid-event lets you change what you are promoting or send more meeting requests while there is still time for it to make a difference."}],related:["customize-sponsor-booth","sponsor-booth-customize","booth-not-visible"],screenshotKey:"00889-live-event-sponsor-company-main"},{slug:"booth-not-visible",title:"Your booth is not visible to attendees",summary:"Troubleshoot why your company page isn't showing up to attendees.",path:"/live-event/:eventId/sponsor",articleType:"troubleshoot",causes:[{heading:"Check your company page is complete",fix:"Open the Company button in the sponsor rail and check that your company's page has the information the host requires filled in. An incomplete company page may not display fully to attendees. Fill in any missing fields and check the page again."},{heading:"Verify the event is active",fix:"Your company page is only visible during the live event window. Check that the event has started and is currently running. If the event hasn't begun or has already concluded, attendee-facing pages may not show as expected."},{heading:"Confirm your sponsor account is set up correctly",fix:"Verify that your account is linked to this event as a sponsor. If you were recently added as a sponsor, there may be a brief delay before your company page becomes visible. Try refreshing the event page after a few minutes."},{heading:"Check attendee visibility settings with your host",fix:"Ask your event host to verify that sponsor visibility is enabled in the event settings. Some events have visibility controls that determine which sponsors' company pages appear to which attendees. The host can adjust these settings in the event configuration."}],related:["customize-sponsor-booth","sponsor-portal-overview"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00886-live-event-sponsor-agenda-main"},{slug:"customize-sponsor-booth",title:"Customise your sponsor booth",summary:"Create an engaging company page by customising your company name, colours, headline, and call-to-action.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Go to the sponsor rail and open the C
1ompany button to reach your company page","Enter your company page name \u2014 this defaults to your company name but you can customise it","Add a headline and tagline to highlight your offerings or message to attendees","Select a colour for your company page from the preset palette, or enter a custom hex colour code, if that option is available","Upload a cover image to make your company page visually distinct","Choose your call-to-action, such as requesting a meeting or linking out to a custom URL, if that option is available","Review your company page in the preview pane to see how attendees will see it","Publish to make your company page live, or save it as a draft to finish later"],related:["sponsor-booth-visibility","booth-best-practices","sponsor-portal-overview"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"manage-sponsor-team",title:"How your sponsor team works at an event",summary:"Sponsor access is granted per person, and everyone on the team works from the same tabs.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",body:[{heading:"Access is per person",text:"Each member of your team reaches the sponsor rail with their own account and their own email address. There is no shared sponsor login, so somebody has to be added to the sponsor team for this event before the rail becomes available to them."},{heading:"Everyone sees the same tabs",text:"Attendees, Meetings and Targets are shared across the team rather than split per person. A meeting one teammate books, or a note one teammate records against an attendee, is visible to everyone else working the event."},{heading:"Who can add and remove people",text:"Team membership is handled by the event host or by whoever manages your company's sponsorship, not from within the rail itself. If someone cannot reach the sponsor view, that is the first thing to check."},{heading:"Dividing the work",text:"The To-Do tab is the team's task list for the event, and the Targets tab is the natural place to agree who is covering which companies. Using both keeps two people from approaching the same attendee."},{heading:"What the host controls",text:"Which tabs your team can use at all, including Roundtable and the full attendee directory, is set by the host per sponsorship. Two sponsors at the same event can genuinely see different tabs."}],related:["manage-sponsor-team-members","sponsor-team-roles","schedule-sponsor-meetings"],screenshotKey:""},{slug:"manage-sponsor-team-members",title:"Adding team members to your sponsor portal",summary:"Each person on your team reaches the sponsor rail with their own account, once their email has been added to the sponsor team for the event.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",steps:["Collect the email address each teammate will log in with, since the sponsor rail does not use a shared login","Ask your event host, or whoever manages your company's sponsorship, to add those addresses to the sponsor team for this event","Have each person log in with their own account and open the event","If the sponsor rail does not appear straight away, wait a few minutes for the change to take effect and refresh the page","Confirm with each person that they can see the tabs they need, since what a sponsorship can reach is set by the host","To take someone off the team, ask the same person who added them to remove their email from the sponsor team"],related:["sponsor-team-manage","sponsor-team-roles","troubleshoot-sponsor-portal-access"],screenshotKey:""},{slug:"schedule-sponsor-meetings",title:"Schedule and manage meetings with attendees",summary:"Accept meeting requests, view your schedule, and coordinate with attendees from the Meetings tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Go to the Meetings tab in the sponsor rail to see all incoming meeting requests","Review each request, which shows the attendee's name, company, and the time they want to meet","Accept a meeting request \u2014 the meeting is added to your schedule","Decline a request if you're unable to meet; the attendee is notified","View your complete meeting schedule in the Meetings tab to see confirmed meetings, their times, and the attendee details","Use the Meetings tab to coordinate with your team about who will attend each meeting","Attendees can also request meeting time directly, which shows up in your Meetings tab as a pending request"],related:["sponsor-portal-overview","manage-sponsor-team"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"set-up-target-accounts-sponsor",title:"Target accounts for your sponsor booth",summary:"Upload a list of companies you want to reach at the event and track their attendance from the Targets tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["From the Home tab, open the Targets tab to reach the target accounts area","Look for an option to add target accounts","Upload a CSV for a bulk list, or add company names directly if a quick-add option is available","For a CSV, follow the prompts: review the required columns, upload the file, map your column headers to the company name field, review the matched rows, and name the list before finishing","Wait for the accounts to finish matching against the attendee roster","Open the Targets tab to see each company with a registered-attendee count","Remove a company from your list if needed, c
1onfirming the removal when prompted"],related:["manage-sponsor-team-members","understand-sponsor-metrics"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00885-live-event-sponsor-targets-main"},{slug:"sponsor-access-portal",title:"Accessing the Sponsor Portal",summary:"Reach the sponsor rail for a live event once your host has activated your sponsorship.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Log in and open the event you're sponsoring, either from your events list or the link your host emailed you","Enter the event as a sponsor and you arrive on the Home tab of the sponsor rail \u2014 this view only becomes available once your host has enabled sponsor access for your company and your account has been added to the sponsor team","Use the rail down the side of the screen to move between Attendees, Meetings, Roundtable (if enabled), Targets, Agenda, Materials and To-Do, or click the separate Company button to open your company's page","If teammates need access too, have each of them log in with their own account \u2014 the portal doesn't use a shared login","If you can't reach the sponsor view at all, contact your event host and ask them to confirm your sponsorship is activated"],related:["sponsor-portal-overview","sponsor-home-dashboard","sponsor-sections-reference"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-access-unavailable",title:"Why a Sponsor Portal section is unavailable",summary:"A sponsor rail tab such as Materials, Meetings or Roundtable is missing.",path:"/live-event/:eventId/sponsor",articleType:"troubleshoot",causes:[{heading:"Check if the event host disabled access to that tab",fix:"Not every sponsor account sees every tab \u2014 the host decides which tabs your sponsorship can access when they set up your sponsor record. Roundtable in particular is only shown when the host has enabled it for the event. If a tab is missing from your sponsor rail, message your event host directly and ask them to enable it for your account."},{heading:"Verify the tab requires a particular event format",fix:"Some tabs depend on the event's format or configuration rather than being available to every sponsor by default \u2014 Roundtable, for example, only appears when the host has turned it on. If a tab you expect isn't in the rail, confirm with the host whether it applies to this event before assuming something is broken."},{heading:"Ensure your user account is linked to a sponsor company",fix:"If the sponsor rail loads but tabs seem empty or restricted, your login may have sponsor-role access but was never added to a specific sponsor company's team for this event. Ask whoever manages your company's sponsorship to add your email to the team. Reload the sponsor rail after they confirm \u2014 the tabs populate once the link is made."},{heading:"Confirm you haven't saved a stale tab preference",fix:"If a tab you were viewing changes availability mid-event, the rail drops you back on Home. Just click into any tab from the rail to keep working \u2014 no further action is needed."}],related:["sponsor-portal-overview","sponsor-sections-reference"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"sponsor-attendee-list",title:"What the Attendees tab shows",summary:"Reference for the information carried on each entry in the Attendees tab.",path:"/live-event/:eventId/sponsor",articleType:"reference",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",options:[{name:"Name and profile",description:"The attendee, with a profile you can open for their full details."},{name:"Company",description:"The organisation they registered under, which is also what target account matching runs against."},{name:"Job title",description:"Their role as registered, used to judge whether they are the right person to meet."},{name:"Engagement detail",description:"How they have interacted with your company so far, such as a page visit, a download, or a meeting request, with a timestamp."},{name:"Best-fit indicator",description:"Whether the attendee matches your target profile based on registration data, interests, and company information."},{name:"Search, filter and sort",description:"Controls for narrowing the list by name, company, capture method, or date."},{name:"Export",description:"Available in the tab where your sponsorship allows it, for taking the list into your own CRM."},{name:"Full roster versus engaged only",description:"Whether you see every registered attendee or only those who have engaged with your team depends on the attendee visibility the host set for your sponsorship."}],related:["sponsor-attendees-list","view-attendee-details-sponsor","sponsor-portal-sections"],screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-attendees-list",title:"Finding attendees in the Attendees tab",summary:"The Attendees tab is where you search the people at the event and track the ones your team has engaged with.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",steps:["Open the sponsor rail and click Attendees","Search by name or company to find a specific person, or browse the list to see who is at the event","Use any filter or sort controls in the tab to narrow the list by company, capture method, or date","Click an entry to open the attendee and see their company, title, and how they have engaged with your team so far","Move to the Meetings tab to request time with anyone you want to speak to, rather than waiting for them to approach you","If the tab shows only the people your team has already engaged with rather than the full roster, ask your event host to confirm which level of attendee visibility your sponsorship includes"],related:["view-attendee-details-sponsor","sponsor-book-meeting","sponsor-target-accounts"],screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-book-meeting",title:"Booking a meeting with an attendee",summary:"Send a meeting request to an attendee from the Meetings tab and track their response.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Open the sponsor rail and click Meetings","Search for the attendee you want to meet by name or company, or find them via the Attendees tab","Open their profile and select one of their available time slots","Add a short note about what you'd like to discu
1ss if the option is available \u2014 this appears in the request the attendee receives","Submit the invitation","Check back in the Meetings tab \u2014 a pending request stays marked as such until the attendee replies"],related:["sponsor-manage-meetings","sponsor-target-accounts","sponsor-attendees-list"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00886-live-event-sponsor-agenda-main"},{slug:"sponsor-booth-chat",title:"Managing chat in your sponsor booth",summary:"Track and follow up with attendees who've engaged with your company from the Attendees tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Open the sponsor rail and click Attendees to see everyone who has engaged with your company","Open an attendee's entry to see their company, title, and how they've engaged so far","If you want to talk to them directly, use the Meetings tab to send a meeting request rather than waiting for them to reach out","Keep track of who you've followed up with using the Attendees tab so your team doesn't duplicate outreach","After the event, review the Attendees tab for a full list of everyone who engaged with your company for follow-up"],related:["sponsor-leads","booth-builder","sponsor-meetings"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"sponsor-booth-customize",title:"Customising your sponsor booth",summary:"Set up your company page with branding, description, and materials.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Open the C
1ompany button in the sponsor rail \u2014 this is separate from the tabs and opens your company's own page","Add your company logo and cover image if those fields are available on your company page","Fill in the description field with what your company does and what you're offering at this event \u2014 this is the copy attendees see","Add any talking points or bullet summaries your company page supports","Switch to the Materials tab to upload PDFs, one-pagers, or slide decks attendees can download","Coordinate with your team so the right people are listed as available to talk to attendees","Preview your company page to see the attendee-facing version before anyone else does","Publish your company page so it becomes visible to attendees"],related:["sponsor-portal-overview","sponsor-materials-upload","sponsor-team-manage"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-booth-metrics",title:"How company page performance is measured",summary:"Your company page produces visits, downloads and leads, which are reported through the Home and Attendees tabs.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",body:[{heading:"Where the numbers appear",text:"There is no separate performance tab for your company page. Visits, downloads and engaged attendees are summarised on Home and detailed in the Attendees tab, with the download count tied to the files you shared through Materials."},{heading:"Visits and engaged attendees are different things",text:"A visit is one attendee opening your company page, with no engagement required. The same person visiting several times produces several visits but still counts once as an engaged attendee, and only once they take an action such as downloading a file or requesting a meeting."},{heading:"Downloads",text:"A download is counted each time an attendee takes one of your materials. Comparing downloads against visits tells you whether the page is persuading people to take something away, or whether they are looking and leaving."},{heading:"An incomplete page reports honestly",text:"A company page that was never filled
1in or published records zero visits, downloads and engaged attendees, because nothing is there for attendees to find. That is the most common reason a sponsor sees a flat Home tab on event day rather than a reporting fault."},{heading:"When the numbers update",text:"They move continuously while the event is live and freeze once it ends, so the figures you review afterwards are the final ones."}],related:["customize-sponsor-booth","sponsor-portal-metrics","sponsor-metrics-not-updating"],screenshotKey:"00882-live-event-sponsor-main-main"},{slug:"sponsor-booth-setup",title:"Building and customising your sponsor booth",summary:"Set up your company page with materials and branding from the sponsor rail in a live event.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",screenshotKey:"00889-live-event-sponsor-company-main",steps:["Open the Company button in the sponsor rail","Add the materials you want attendees to view or download \u2014 these are also available from the Materials tab","Set your branding \u2014 logo and any colour or description fields available on your company page","Fill in the description explaining what you're showcasing and which topics your team is ready to discuss","Preview your company page to see the attendee-facing version before publishing","Open the page from a different browser or device to confirm every uploaded file actually downloads and every link resolves correctly"],related:["sponsor-booth-customize","sponsor-booth-visibility","sponsor-dashboard-metrics","sponsor-portal-overview"]},{slug:"sponsor-booth-visibility",title:"Understanding sponsor visibility settings",summary:"What each sponsor can see in the sponsor rail is controlled by the host at event setup.",path:"/live-event/:eventId/sponsor",articleType:"reference",options:[{name:"Company page access",description:"Lets the sponsor view and edit their own Company page before and during the event."},{name:"Attendees tab",description:"Lets the sponsor see and track attendees who've engaged with their company."},{name:"Full attendee directory",description:"Lets the sponsor browse the full attendee roster within the Attendees tab, not just their own engaged contacts."},{name:"Meeting requests",description:"Lets the sponsor approve or decline meeting requests submitted by attendees through the Meetings tab."},{name:"Roundtable",description:"Shown only for events where the host has enabled Roundtable for sponsors."},{name:"Post-event report",description:"Sends the sponsor a summary after the event, delivered by email."}],related:["sponsor-report","sponsor-leads","understanding-sponsor-role"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00885-live-event-sponsor-targets-main"},{slug:"sponsor-dashboard-metrics",title:"Understanding your sponsor dashboard metrics",summary:"What each engagement metric means, and which sponsor rail tab it maps to.",path:"/live-event/:eventId/sponsor",articleType:"reference",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",screenshotKey:"00882-live-event-sponsor-main-main",options:[{name:"Leads or Booth Visits",description:"The number of attendees who've engaged with your company, visible in the Attendees tab. The exact label depends on event format \u2014 virtual events may call this 'booth visits', in-person events with badge scanning show 'badge scans', others show 'leads'."},{name:"Best-Fit Attendees",description:"Attendees in the Attendees tab who match your target profile based on registration data, interests, and company information \u2014 helping you identify the highest-value prospects at the event."},{name:"Meetings Scheduled",description:"The total number of confirmed one-on-one meetings booked with attendees, visible in the Meetings tab."},{name:"Target Accounts Represented",description:"The number of companies on your Targets list that have attendees present at the event."},{name:"Downloads",description:"The number of times attendees have downloaded materials you've shared in the Materials tab."},{name:"Engagement Score",description:"A composite measure of attendee interaction \u2014 visits, downloads, meetings \u2014 surfaced alongside the Attendees and Meetings tabs."}],related:["sponsor-portal-overview","sponsor-target-accounts","booking-sponsor-meetings","sponsor-metrics-not-updating"]},{slug:"sponsor-engagement-analytics",title:"Reading your sponsor engagement figures",summary:"Engagement figures summarise who has interacted with your company and where that interaction happened.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",body:[{heading:"Where the figures live",text:"The Home tab carries the headline figures, and each one links through to the tab it is drawn from: Attendees for people and engagement, Meetings for bookings, Targets for companies. There is no separate analytics area, so the underlying detail is always one click away in the tab that produced the number."},{heading:"What counts as engagement",text:"An attendee counts as engaged once they take an action with your company, such as visiting your company page, downloading a material, or requesting a meeting. Several actions by the same person still count as one engaged attendee, because the Attendees tab de-duplicates by person rather than by action."},{heading:"Best-fit is a prediction, engagement is a fact",text:"The best-fit figure describes attendees matched to your profile by role, company, or interest. Those people may never have interacted with your team. Engagement figures describe people who actually did something, whether or not they matched your profile. Reading the two together tells you how much of your intended audie
1nce you have actually reached."},{heading:"When the figures move",text:"Figures update continuously while the event is live. Before the event opens they correctly read zero rather than showing sample data, and once the event ends they are frozen at their final values."},{heading:"When a figure looks wrong",text:"Open the tab behind the number and count the underlying rows before assuming the figure is broken. A flat Home tab most often reflects an incomplete company page or the wrong sponsor account rather than a reporting fault."}],related:["sponsor-dashboard-metrics","sponsor-portal-metrics","sponsor-metrics-not-updating"],screenshotKey:"00882-live-event-sponsor-main-main"},{slug:"sponsor-leads-capture",title:"Viewing and managing captured leads",summary:"See all attendees who've engaged with your company from the Attendees tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Open the Attendees tab in the sponsor rail to see every attendee your team has captured or is tracking","Check each entry for how that person was captured \u2014 a badge scan, a page visit, or a direct exchange of details \u2014 and the timestamp beside it","Open an entry to see their company, title, and any contact details captured with the interaction","Export your list from the Attendees tab if that option is available","Use any filter or sort controls in the Attendees tab to narrow by capture method, company, or date range","New entries are added to the Attendees tab automatically the moment an attendee engages with your company \u2014 no manual entry needed"],related:["sponsor-booth-setup","sponsor-engagement-analytics","sponsor-dashboard-metrics"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-leads-manage",title:"Tracking leads in the Attendees tab",summary:"The Attendees tab doubles as your leads list, so follow-up is tracked in the same place as the attendee record.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",steps:["Open the Attendees tab in the sponsor rail, which holds everyone your team has captured or is tracking","Sort or filter the list so the most recent engagement appears first, and start with the people who took more than one action","Open an entry to read their full engagement history before you contact them, so your outreach refers to what they actually did","Add notes or mark an attendee as followed up where the tab supports it, since the whole team reads the same list","Export the list if that option is available to you, for import into your own CRM or email tool","After the event, work back through the tab to check that every engaged attendee has been contacted"],related:["sponsor-leads-capture","sponsor-attendees-list","sponsor-engagement-analytics"],screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-manage-meetings",title:"Responding to meeting requests",summary:"Accept, decline, or reschedule incoming meeting requests from the Meetings tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Click Meetings in the sponsor rail","Look for pending requests among your meetings","Open a request to see the attendee's name, company, proposed time, and any note they included","Approve to confirm the meeting, or decline if it doesn't work","If the proposed time is a problem, look for a reschedule option and select an alternative slot to send back to the attendee","Confirmed meetings move into your list of upcoming and past meetings within the Meetings tab once approved"],related:["sponsor-book-meeting","sponsor-attendees-list","sponsor-dashboard-metrics"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"sponsor-materials",title:"What the Materials tab holds",summary:"Materials is the tab where documents are shared between the host, your team, and attendees.",path:"/live-event/:eventId/sponsor",articleType:"reference",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",options:[{name:"Host-provided documents",description:"Event documentation and any templates or one-pagers the organiser has shared with sponsors."},{name:"Your own uploads",description:"PDFs, one-pagers and slide decks your team adds, where the organiser allows sponsor-provided materials."},{name:"Preview and download",description:"Open a file to read it in place, or download it to keep a copy."},{name:"Share link",description:"A direct link to a file, where that option is offered, so colleagues do not have to forward a download."},{name:"Downloads figure",description:"How many times attendees have downloaded the materials you shared, reported alongside your other engagement figures."},{name:"Attendee visibility",description:"Whether your uploads a
1ppear in the attendee-facing materials list or stay on your company page, which follows the visibility the host set for your sponsorship."}],related:["sponsor-materials-upload","sponsor-resources","sponsor-portal-sections"],screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"sponsor-materials-upload",title:"Uploading materials for attendees",summary:"Add your own documents to the Materials tab so attendees can read or download them.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",steps:["Open the Materials tab in the sponsor rail","Use the upload option to add your files, where the organiser allows sponsor-provided materials","Give each file a name that tells an attendee what it is before they open it","Open each uploaded file from the tab to confirm it actually opens and downloads correctly","Check how the files appear from an attendee's point of view, since whether your uploads surface to attendees or stay on your company page follows the visibility the host set for your sponsorship","Watch the download count during the event to see which materials attendees are actually taking"],related:["sponsor-materials","sponsor-resources","customize-sponsor-booth"],screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"sponsor-meetings",title:"How sponsor meetings work",summary:"The Meetings tab holds every one-on-one booking between your team and event attendees, in both directions.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",body:[{heading:"What the Meetings tab is",text:"Meetings is the tab in the sponsor rail that holds your one-on-one time with attendees. It covers both the requests your team has sent and the requests attendees have sent to you, so there is one list to work from rather than a separate outbox and inbox."},{heading:"Requests go in both directions",text:"You can request a meeting with an attendee from their profile, and an attendee can request time with your company without you approaching them first. Requests that came in from attendees sit as pending in the Meetings tab until someone on your team responds to them."},{heading:"What happens after a request is sent",text:"A request you send stays marked as pending until the attendee accepts or declines it. Once it is accepted it becomes a confirmed meeting and joins your list of upcoming and past meetings. A request that is never answered stays pending, which is the signal to try a different slot or a different contact at the same company."},{heading:"Availability",text:"When you pick a time, the portal shows the slots where both you and the attendee are free. Slots where either side is already booked are not selectable, so the schedule you build cannot double-book one of your own people."},{heading:"Your whole team sees the same list",text:"Everyone on your sponsor team with access to the event sees the same Meetings tab. There is no per-person view, so a booking one teammate makes is visible to the rest of the team and two people are less likely to chase the same attendee."},{heading:"After the event",text:"The Meetings tab stays in place once the event ends, so you can go back through who you met and who you did not as part of your follow-up."}],related:["booking-sponsor-meetings","sponsor-manage-meetings","sponsor-meetings-reschedule"],screenshotKey:""},{slug:"sponsor-meetings-reschedule",title:"Rescheduling a meeting with an attendee",summary:"Change the time of a booked meeting from the Meetings tab and send the new slot back to the attendee.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",steps:["Open the Meetings tab in the sponsor rail and find the meeting you need to change","Open the meeting to see the attendee, the current time, and any note that came with the request","Look for a reschedule option and pick an alternative slot from the times where both sides are free","Send the new time, which the attendee is notified of; the meeting sits as pending again until they accept it","If no slot works for either side, decline the meeting so the time is released, and send a fresh request when you have availability","Check the Meetings tab afterwards to confirm the change has taken, since your whole team works from the same list"],related:["sponsor-manage-meetings","booking-sponsor-meetings","sponsor-meetings"],screenshotKey:""},{slug:"sponsor-meetings-schedule",title:"Scheduling meetings in the Sponsor Portal",summary:"Find an attendee's open slot and book a one-on-one meeting from the Meetings tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["From the Attendees or Targets tab, find the attendee you want to meet","Click their name to open their profile card","Look for an option to request a meeting; the portal shows time slots where both you and the attendee are free","Select a slot and confirm \u2014 the attendee gets a notification with the proposed time","Check the Meetings tab afterwards; the booking shows as pending until the attendee accepts, then moves to confirmed","If the attendee doesn't respond, open the meeting from the Meetings tab and try a different slot"],related:["sponsor-attendee-list","sponsor-portal-overview","sponsor-leads-manage"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00885-live-event-sponsor-targets-main"},{slug:"sponsor-metrics-not-updating",title:"Sponsor metrics that are not updating",summary:"Your engagement numbers look stale or incomplete.",path:"/live-event/:eventId/sponsor",articleType:"troubleshoot",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",screenshotKey:"00882-live-event-sponsor-main-main",causes:[{heading:"The event isn't in
1its live window",fix:"Check the event's status. Metrics only move while the event is live; before it starts they should read zero, and after it ends they're frozen by design. Confirm the actual start time with the host if the status seems wrong for the current clock time."},{heading:"You're viewing the wrong sponsor account",fix:"If your login has access to more than one sponsor slot on this event (common for agencies managing several clients), confirm you're viewing the right one \u2014 metrics don't merge across sponsor accounts."},{heading:"The page is showing a stale cached load",fix:"Press Cmd+R or Ctrl+R to force a reload. This resolves the majority of 'the number looks wrong' reports where the underlying data was actually fine."},{heading:"A network or browser error is silently failing the data fetch",fix:"Open DevTools (F12), switch to the Console tab, and look for red error lines when the Home tab loads. A number that won't load usually pairs with a failed network request \u2014 check your connection, then try a different browser if the error repeats."},{heading:"Your company page was never completed",fix:"Open the Company button and confirm your company page is fully filled in and visible to attendees. An incomplete company page naturally records zero visits, downloads, or leads in the Attendees tab \u2014 this is the most common cause of a flat Home tab on event day."}],related:["sponsor-dashboard-metrics","sponsor-portal-overview","sponsor-portal-sections"]},{slug:"sponsor-portal-metrics",title:"Sponsor portal metrics and numbers",summary:"What each engagement figure means and how it's measured across the Attendees, Meetings, and Targets tabs.",path:"/live-event/:eventId/sponsor",articleType:"understanding",body:[{heading:"How leads are counted",text:"A lead is any attendee who took at least one action with your team \u2014 visited your Company page, downloaded a material, or requested a meeting. Multiple actions from the same person still count as one lead in the Attendees tab; it de-duplicates by attendee, not by action."},{heading:"What 'impressions' means",text:"An impression is one visit to your Company page, no engagement required. The same attendee visiting several times generates multiple impressions but only counts once as a lead in the Attendees tab once they take an action. Impressions measure raw traffic; leads measure interest."},{heading:"How target accounts are measured",text:"'Represented' target accounts update live off attendee check-in data in the Targets tab: the moment someone from a company on your target list checks in, that company shows as represented \u2014 no manual refresh needed."},{heading:"The difference between attendees and leads",text:"The best-fit figure in the Attendees tab is a prediction \u2014 people matched to your profile by role, company, or interest who may never have engaged with your team. Leads are the confirmed opposite: people who actually engaged, regardless of match score."},{heading:"When metrics update",text:"Figures update continuously while the event is live. Once the event ends, the numbers you see in Attendees, Meetings, and Targets are frozen at their last values."}],related:["understand-sponsor-dashboard","sponsor-portal-sections"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00889-live-event-sponsor-company-main"},{slug:"sponsor-portal-overview",title:"The sponsor rail, tab by tab",summary:"Understand the tabs and information available to you as a sponsor during a live event.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",screenshotKey:"00882-live-event-sponsor-main-main",body:[{heading:"What your sponsor portal is",text:"As a sponsor, you see the event through the same sponsor rail as any other sponsor team member \u2014 a set of tabs down the side of the live event screen, plus a separate Company button for your own company page. It sits alongside the attendee view of the event rather than replacing it."},{heading:"The tabs in your sponsor rail",text:"The rail lists, in order: Home, Attendees, Meetings, Roundtable (only shown if the host has enabled it for this event), Targets, Agenda, Materials, and To-Do. A separate Company button, outside the main tab list, opens your company's own page rather than being a tab itself."},{heading:"What each tab is for",text:"Attendees is where you find and track the people at the event \u2014 the tab doubles as your leads list. Meetings holds your one-on-one schedule with attendees. Targets is where you track the specific companies you want to reach. Agenda shows the full event schedule. Materials holds documents to share and receive. To-Do is your team's task list for the event."},{heading:"Team collaboration",text:"Anyone on your sponsor team with access to the event sees the same Attendees, Meetings, and Targets tabs \u2014 there's no separate per-person view, so activity one teammate records is visible to the rest of the team."},{heading:"After the event",text:"The tabs stay in place after the event ends, so you can still open Attendees, Meetings, Targets, and the rest to review what happened, rather than losing access once the live window closes."}],related:["sponsor-dashboard-metrics","sponsor-meetings-schedule","sponsor-booth-customize","sponsor-sections-reference"]},{slug:"sponsor-portal-sections",title:"What each sponsor portal section holds",summary:"Reference guide to each tab in the sponsor rail and the information it shows.",path:"/live-event/:eventId/sponsor",articleType:"reference",options:[{name:"Home",description:"Your landing tab when you enter the sponsor rail."},{name:"Attendees",description:"The people/leads tab \u2014 listed attendees, with company, title, and engagement details you can drill into."}
1,{name:"Meetings",description:"Your confirmed and pending one-on-one bookings with attendees, including who's hosting each on your team."},{name:"Roundtable",description:"Shown only when the host has turned on Roundtable for this event; management for that session."},{name:"Targets",description:"Per-company detail on which of your target accounts have attendees at the event."},{name:"Agenda",description:"The full event schedule, which you can use to see what attendees are doing throughout the event."},{name:"Materials",description:"Documents shared by the host and by your own team."},{name:"To-Do",description:"A task list for your sponsor team."},{name:"Company",description:"A separate button (not part of the main tab list) that opens your own company's page."}],related:["understand-sponsor-dashboard","sponsor-portal-metrics","access-sponsor-portal"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00888-live-event-sponsor-to-do-main"},{slug:"sponsor-portal-troubleshoot",title:"Sponsor portal access and visibility",summary:"You cannot reach the sponsor rail, or the tabs you expect are absent.",path:"/live-event/:eventId/sponsor",articleType:"troubleshoot",causes:[{heading:"You're logged in with the wrong account",fix:"The sponsor rail is tied to the email address the host invited as the sponsor contact. Log out, then log back in using exactly that email \u2014 if your organisation has several accounts, check with whoever manages the sponsorship for the invited address before trying others."},{heading:"The event hasn't gone live or entered preview mode",fix:"The sponsor rail only unlocks once an event switches from Draft to Live or Preview. If you can't reach the sponsor view at all, ask the host to confirm the event's status \u2014 it may still be in setup."},{heading:"Your sponsorship doesn't include a tab you're expecting",fix:"Which tabs you see \u2014 including whether Roundtable is available \u2014 is set by the host per event and sponsorship. If a tab you expected is simply absent rather than erroring, ask the host to check your sponsor settings and enable it."},{heading:"Stale browser data is blocking the rail from loading",fix:"Open the sponsor rail in a private or incognito window. If it loads there but not in your normal browser, clear cookies and cached data for the event's domain, then reload in your regular window."}],related:["accessing-sponsor-portal","sponsor-booth-visibility","understanding-sponsor-role"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00886-live-event-sponsor-agenda-main"},{slug:"sponsor-quick-actions-reference",title:"Sponsor portal quick actions reference",summary:"Quick reference for the sponsor rail tabs you'll use most.",path:"/live-event/:eventId/sponsor",articleType:"reference",options:[{name:"Materials",description:"Where you share and receive documents with attendees and the host."},{name:"Meetings",description:"Where you approve, decline, or request one-on-one meetings."},{name:"Targets",description:"Where you track the companies you want to meet at the event."},{name:"Attendees",description:"Where you find and track the people at the event, including anyone your team has already engaged with."}],related:["set-up-target-accounts-sponsor","book-manage-sponsor-meetings"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00889-live-event-sponsor-company-main"},{slug:"sponsor-resources",title:"Accessing sponsor resources and materials",summary:"Find and download sponsorship materials and event documentation from the Materials tab.",path:"/live-event/:eventId/sponsor",articleType:"howto",steps:["Open the sponsor rail and click Materials","Review the file list, which may include event documentation, marketing one-pagers, and organiser-provided branded templates","Open any file to preview it, or use the download option to save it directly","If the organiser allows sponsor-provided materials, use the upload option to add your own materials","If you need to send a colleague a direct link instead of forwarding the download, use the share option next to a file if available"],related:["understanding-sponsor-portal","access-sponsor-portal"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"sponsor-sections-reference",title:"Sponsor Portal sections explained",summary:"What each tab in the sponsor rail contains and when it's available.",path:"/live-event/:eventId/sponsor",articleType:"reference",options:[{name:"Home",description:"Your starting tab in the sponsor rail \u2014 a summary view of your event activity."},{name:"Attendees",description:"The people/leads tab: the event's attendee directory, including anyone your team has captured or is tracking."},{name:"Meetings",description:"Your one-on-one sessions with attendees."},{name:"Roundtable",description:"Management for an interactive roundtable session \u2014 only shown when the host has enabled Roundtable for the event."},{name:"Targets",description:"A list of companies you want to meet at the event; the tab surfaces attendees matching those companies."},{name:"Agenda",description:"The complete event schedule."},{name:"Materials",description:"Documents shared by the host, and a place for your own materials."},{name:"To-Do",description:"A task list for your sponsor team's event coordination."},{name:"Company (separate button)",description:`Opens your own company's page \u2014 not one of the tabs in the main rail, but a separate button (aria-label "Company page").`}],related:["sponsor-portal-overview","sponsor-home-dashboard","sponsor-booth-customize"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00886-live-event-sponsor-agenda-main"},{slug:"sponsor-target-accounts",title:"Uploading and managing target accounts",summary:"Upload the companies you want to meet and track how many attend, from the Targets tab in a live event.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",screenshotKey:"00885-live-event-sponsor-targets-main",steps:["Open the Targets tab from the sponsor rail \u2014 this is where you upload the list of companies you want to connect with","Upload a list of company names you're targeting, one per row","Once uploaded, the Targets tab matches your target companies against the attendee roster to show you how many registered for the event","Open the target-account summary on the Home tab to see which of your targets are actually attending, then get their contact details from the Attendees tab","During the event, use the Targets tab to track y
1our progress meeting these key accounts \u2014 mark conversations as complete or add notes on next steps if that option is available","After the event, review the Targets tab for a record of which companies you met and which ones you missed, so you can follow up"],related:["set-up-target-accounts-sponsor","sponsor-dashboard-metrics","sponsor-book-meeting","sponsor-portal-overview"]},{slug:"sponsor-team-manage",title:"Managing your sponsor team during an event",summary:"Divide the work across your team so two people do not chase the same attendee.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",steps:["Open the To-Do tab in the sponsor rail and set out the tasks your team needs to cover before and during the event","Agree who is responsible for which target companies, using the Targets tab as the shared list","Check the Meetings tab together before the event starts so everyone knows which bookings they are covering","Record engagement against attendees in the Attendees tab as it happens, since the whole team sees the same list and can see who has already been contacted","If someone on your team cannot reach the sponsor rail, ask your event host or whoever manages your company's sponsorship to add their email to the sponsor team for this event"],related:["manage-sponsor-team-members","sponsor-team-roles","sponsor-portal-overview"],screenshotKey:""},{slug:"sponsor-team-roles",title:"Who does what on a sponsor team",summary:"Reference for the parties involved in a sponsorship and what each one controls.",path:"/live-event/:eventId/sponsor",articleType:"reference",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",options:[{name:"Event host",description:"Configures the sponsorship and decides which tabs your sponsorship can reach, including whether Roundtable and the full attendee directory are available."},{name:"Sponsor contact",description:"The email address the host invited as the sponsorship's main contact, and the account the sponsor rail is first tied to."},{name:"Sponsor team member",description:"Anyone whose account has been added to your company's sponsor team for the event; each person logs in with their own account rather than a shared login."},{name:"Shared team view",description:"Every team member sees the same Attendees, Meetings and Targets tabs, so there is no private per-person list."},{name:"Attendee-facing team",description:"The people listed on your company page as available to speak to attendees, which you set when you fill the page in."}],related:["manage-sponsor-team-members","sponsor-booth-visibility","understanding-sponsor-role"],screenshotKey:""},{slug:"sponsor-visibility",title:"Sponsor visibility settings",summary:"Control how your sponsor branding appears to event attendees.",path:"/live-event/:eventId/sponsor",articleType:"reference",options:[{name:"Logo and branding display",description:"Places your uploaded logo on the event's sponsor rail, schedule cards, and attendee-facing materials list, sized according to your sponsorship."},{name:"Company page",description:"Your company's own page, reachable via the separate Company button, where attendees can see your description and team."},{name:"Sponsor badge visibility",description:"Shows your sponsorship tier as a small badge next to your company name wherever attendees see it."},{name:"Promotional content visibility",description:"Determines whether your uploaded materials and announcements surface in the attendee-facing Materials tab versus staying on your Company page."},{name:"Contact information display",description:"Chooses which of your team's contact details attendees can see on your Company page before requesting a meeting."}],related:["access-sponsor-portal","understanding-sponsor-portal"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00882-live-event-sponsor-main-main"},{slug:"targeting-accounts-sponsor",title:"How target accounts work",summary:"Target accounts are the companies you want to reach, matched against the event's attendee roster.",path:"/live-event/:eventId/sponsor",articleType:"understanding",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",body:[{heading:"What a target account is",text:"A target account is a company you want to meet at the event. You upload the list yourself in the Targets tab, one company per row, rather than picking from a directory of companies the event already knows about."},{heading:"How matching works",text:"Once your list is uploaded, the Targets tab matches the company names against the attendee roster and shows how many people from each company have registered. Matching runs on the names you supplied, so a company that registered under a different trading name may not match."},{heading:"What represented means",text:"A target account counts as represented once at least one person from that c
1ompany is attending. The count is live, so a company that had nobody registered when you uploaded your list will start showing attendees as soon as someone from it registers or checks in."},{heading:"What it feeds",text:"The Home tab summarises how many of your target accounts are represented, and links through to the Targets tab for the per-company detail and to the Attendees tab for the individual people."},{heading:"When nothing matches",text:"Companies showing no attendees usually mean nobody from that company has registered yet, or that attendee visibility has not been enabled for your sponsorship. Both are worth checking before assuming the upload failed."}],related:["set-up-target-accounts-sponsor","sponsor-target-accounts","troubleshoot-target-accounts-missing"],screenshotKey:"00885-live-event-sponsor-targets-main"},{slug:"troubleshoot-sponsor-portal-access",title:"Troubleshooting sponsor portal sign-in",summary:"You cannot open the sponsor rail for a live event.",path:"/live-event/:eventId/sponsor",articleType:"troubleshoot",causes:[{heading:"Verify you are logged in",fix:"Check the account menu in the top-right corner of the page \u2014 if it shows Log in instead of your name, you're browsing signed out and the sponsor rail won't render at all. Log in with the email your sponsorship team added, and confirm your browser isn't blocking cookies for the Panelist domain."},{heading:"Check that your account has sponsor permissions",fix:"Being logged in isn't enough \u2014 your specific email needs to be added to your company's sponsor team for this event. If you were just added, permissions can take a few minutes to sync; refresh the page after waiting. If the sponsor rail still doesn't appear, ask your sponsor account admin to confirm your email is listed as an active team member."},{heading:"Confirm the event is live or in progress",fix:"Check the event's date on the main event page \u2014 the sponsor rail is reachable from a few days before the event through its close, but access can close down after the event ends depending on the organiser's settings. If the event has concluded and you need data from it, contact the organiser directly for an export."},{heading:"Clear your browser cache and refresh",fix:"Open your browser settings and clear cached images/files and cookies scoped to the Panelist domain, then reload the event page and open the sponsor rail again. This resolves cases where an update didn't take effect because the browser served an old cached version of the page."}],related:["access-sponsor-portal","understanding-sponsor-portal"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00885-live-event-sponsor-targets-main"},{slug:"troubleshoot-target-accounts-missing",title:"Troubleshooting missing target accounts",summary:"Uploaded target accounts show no attendees in the Targets tab.",path:"/live-event/:eventId/sponsor",articleType:"troubleshoot",causes:[{heading:"Your account list is still processing",fix:"Right after uploading, company entries in the Targets tab may show as still matching. This usually clears within a few minutes \u2014 refresh the Targets tab and check whether the entries have switched to their matched state before assuming something is wrong."},{heading:"No one from that company has registered yet",fix:"The registered-attendee count only shows companies with at least one confirmed registration. Open the Attendees tab and search for the company name directly \u2014 if no results come back, the company genuinely has no registrants yet, and the Targets tab entry will populate once someone from that company registers."},{heading:"Attendee visibility hasn't been turned on for your account",fix:"Target account matching depends on the event host enabling attendee visibility for your sponsorship. If every company shows zero attendees regardless of who's registered, ask the host to check your sponsor settings and confirm attendee visibility is on for you."},{heading:"The list didn't save correctly",fix:"Check the Targets tab for the list name you gave it during upload. If the tab is empty after an upload, re-upload and watch for an error during the process, which usually points to a column or format issue in your file."}],related:["set-up-target-accounts-sponsor","understand-sponsor-metrics"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00888-live-event-sponsor-to-do-main"},{slug:"understand-sponsor-dashboard",title:"Understanding your sponsor dashboard",summary:"The Home tab shows a live summary of your event activity, pulled from the Attendees, Meetings, and Targets tabs.",path:"/live-event/:eventId/sponsor",articleType:"understanding",body:[{heading:"What the Home tab is",text:"Home is the sponsor rail's landing tab \u2014 a live summary of your event activity, not a static report. Numbers are computed from actual event activity, so a fresh event that hasn't opened yet correctly shows zeros rather than sample data."},{heading:"What it summarizes",text:"Home surfaces headline figures drawn from three other tabs. Attendees counts people matching your target profile, plus anyone who has engaged with your team. Targets counts how many of your listed target companies have people checked in. Meetings counts your confirmed one-on-one time with attendees."},{heading:"Other tabs available",text:"Beyond Home, the sponsor rail gives you Agenda for the full event schedule, Materials for documents to share and receive, To-Do for your team's task list, and Roundtable when the host has enabled it. A separate Company button opens your company's own page."},{heading:"When and how to drill in",text:"From Home, the figures link through to their source tab \u2014 Attendees, Meetings, or Targets \u2014 so you can always get from a summary number to the underlying list."}],related:["access-sponsor-portal","sponsor-portal-sections","sponsor-portal-metrics"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"understand-sponsor-metrics",title:"Understanding sponsor engagement metrics",summary:"What the Home tab's summary figures measure, and how they relate to the Attendees, Meetings and Targets tabs.",path:"/live-event/:eventId/sponsor",articleType:"understanding",body:[{heading:"Home tab summary",text:"The Home tab in the sponsor rail summarizes your event activity: how many attendees match your target profile, how many meetings
1your team has scheduled, and how many of your target accounts have someone attending. Each of these links through to its full tab \u2014 Attendees, Meetings, or Targets."},{heading:"Attendees and engagement",text:"Engagement detail \u2014 who's visited, downloaded materials, or otherwise interacted with your team \u2014 lives in the Attendees tab rather than in a separate section, so that's the tab to check for the full picture of who's shown interest."},{heading:"Percentages and comparisons",text:"Where the Home tab shows a percentage, it is calculated against the full registered audience for the event, not just the attendees you've already engaged with \u2014 putting your reach in context against the whole event."},{heading:"When figures update",text:"Figures on the Home tab and in Attendees, Meetings, and Targets are live and reflect actions as they happen. If a figure looks like it hasn't moved, check the Attendees or Meetings tab directly for the underlying detail before assuming something's broken."}],related:["set-up-target-accounts-sponsor","view-attendee-details-sponsor"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00887-live-event-sponsor-materials-main"},{slug:"understanding-sponsor-portal",title:"Understanding the sponsor portal",summary:"What the sponsor portal is, and how the sponsor rail helps you work an event.",path:"/live-event/:eventId/sponsor",articleType:"understanding",body:[{heading:"What the sponsor portal is",text:"The sponsor portal is the live event experience you see once you enter as a sponsor \u2014 the same event, viewed through a sponsor rail of tabs down the side of the screen rather than the attendee view."},{heading:"The tabs you'll see",text:"The rail shows Home, Attendees, Meetings, Roundtable (when the host has turned it on for the event), Targets, Agenda, Materials, and To-Do, plus a separate Company button for your own company's page. Which of these you can use depends on your account being linked to your company's sponsor team."},{heading:"Who can access the sponsor portal",text:"Access is per user \u2014 someone on your team needs to have added your account before the sponsor rail is available to you when you open the event. The event host controls the event overall; your own company's team controls who on your side can log in."},{heading:"Why use it",text:"Rather than tracking meeting requests or target accounts in a separate spreadsheet, the sponsor rail keeps Attendees, Meetings, Targets, Agenda, Materials, and your To-Do list in one place you can check throughout the event."}],related:["access-sponsor-portal","sponsor-resources","sponsor-visibility"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00889-live-event-sponsor-company-main"},{slug:"understanding-sponsor-role",title:"Understanding the sponsor role",summary:"What sponsors can see and do in a live event, and how that differs from attendees and hosts.",path:"/live-event/:eventId/sponsor",articleType:"understanding",body:[{heading:"What the sponsor portal is",text:"Every sponsor invited to an event gets a dedicated sponsor rail \u2014 Home, Attendees, Meetings, Roundtable (when enabled), Targets, Agenda, Materials, and To-Do \u2014 plus a separate Company button for their own company's page. It's the sponsor's equivalent of the host's console or an attendee's main view, scoped entirely to running their own participation."},{heading:"What sponsors can access",text:"Visibility is set by the host when configuring the sponsorship before the event. The host decides, per sponsor, whether a sponsor can see the full attendee list, meeting requests, or Roundtable \u2014 so two sponsors at the same event can see meaningfully different tabs."},{heading:"How it differs from the attendee view",text:"Attendees navigate the main event experience. Sponsors instead work through the sponsor rail \u2014 Attendees, Meetings, Targets \u2014 a self-contained view of their own activity rather than the broadcast content everyone else sees."}
1,{heading:"How it differs from the host view",text:"The host's console controls the entire event: agenda, speakers, branding, and the full attendee list. A sponsor only sees their own rail and the tabs the host has enabled for them \u2014 they can't edit the agenda or see another sponsor's tabs unless the host explicitly grants that visibility."}],related:["sponsor-booth-visibility","sponsor-meetings","sponsor-report"],group:"general",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"view-attendee-details-sponsor",title:"Viewing an attendee's details",summary:"Open an attendee from the Attendees tab to see their company, title and engagement before you contact them.",path:"/live-event/:eventId/sponsor",articleType:"howto",category:"live-event-sponsor",categoryLabel:"Live event \xB7 Sponsor",group:"general",steps:["Open the Attendees tab in the sponsor rail and find the person by name or company","Click their entry to open their profile card","Read their company and title to confirm they are the right person to approach","Check the engagement detail on the card to see what they have already done with your company and when","Look for a meeting option on the card if you want to request time with them, or note the details for follow-up after the event","If a card shows less detail than you expect, ask your event host to confirm the attendee visibility your sponsorship includes"],related:["sponsor-attendees-list","sponsor-attendee-list","sponsor-book-meeting"],screenshotKey:"00884-live-event-sponsor-attendees-main"},{slug:"collect-responses-distribution",title:"Collecting responses from Distribution",summary:"Once a survey is active, responses from every channel arrive in one place on the Distribution page.",path:"/surveys/:surveyId/distribution",articleType:"howto",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",steps:["Open the survey, go to the Distribution page, and confirm the status is Active - a survey in Draft collects nothing even if people have the link.","Open the Channels tab and turn on the ways you want responses to arrive, such as a generated public link, a QR code of that link, or an embed snippet for your own page.","Use the Recipients tab instead, or as well, when you want responses attributed to named people, since each emailed invitation carries its own tracking link.","Open the Responses tab to watch submissions arrive; responses from the link, the QR code, the embed, and the email invitations all land in this one list.","Use Add filter on the Responses tab to separate the list by channel when you want to compare how each one performed.","Set an end date or a response limit when you have collected enough, which closes the survey and shows later arrivals a closed message instead of the form."],related:["survey-distribution-channels","share-survey-link","track-survey-responses"]},{slug:"contacts-list",title:"Understanding your contacts list",summary:"The contacts list is the full set of people in your CRM, and it is where a survey audience is drawn from.",path:"/crm/contacts",articleType:"understanding",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"00015-crm-contacts-main",body:[{heading:"What the contacts list holds",text:"The contacts list under CRM > Contacts is every person your organisation has a record for, one row per person. It is the same set of people that event registrations, email campaigns, and survey distributions all draw from, which is why a survey audience does not need to be built from scratch."},{heading:"One record per person",text:"A person who registered for an event, replied to a campaign, and answered a survey is one record, not three. Their survey response is written back to that record alongside everything else, so you can open a contact and see the answer in the context of the rest of their history with you."},{heading:"Narrowing the list",text:"Searching and filtering the contacts list is how you find the people you care about before you do anything with them. A filter you expect to reuse is worth saving as a segment, because a segment can then be picked directly as a survey audience rather than reconstructed each time you send."},{heading:"Why the list quality decides your response rate",text:"A survey can only be as good as the addresses it is sent to. Old or mistyped addresses show up as bounces on the distribution recipient list, and they count against the response rate even though nobody chose to ignore the survey. Cleaning up the contacts the bounce list identifies improves every later send, not just this one."},{heading:"Duplicates split a response history",text:"If one person exists twice under two email addresses, a survey sent to one address leaves the other record looking like a non-respondent. Where two records clearly describe the same person, merging them keeps the survey answer, the registrations, and the deals on a
1single record."}],related:["search-filter-contacts","create-contact","survey-response-tracking"]},{slug:"distribute-survey",title:"Distributing a survey to recipients",summary:"Send your survey to a list of contacts or a segment.",path:"/surveys/:surveyId/distribution",articleType:"howto",category:"surveys",categoryLabel:"Surveys",group:"general",steps:["Open the survey and click the Distribution tab","Click Add recipients and choose Enter emails manually, Upload a file, or Select a segment to pull from your CRM","If scheduling rather than sending immediately, click Schedule send and pick a date and time","Check the recipient count shown above the Send button, then add an optional message in the Invitation text field","Click Send to distribute the survey \u2014 the Distribution dashboard opens automatically so you can watch delivery status"],related:["understand-survey-distribution","survey-distribution-settings","track-survey-responses","troubleshoot-survey-distribution"]},{slug:"distribute-survey-to-attendees",title:"Distributing a survey to event attendees",summary:"Send your survey to selected attendees and track who has received it.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Open your event survey and click the Distribution tab.","Click Select audience and choose all attendees, a specific registration segment, or filter by attendance status (attended vs. no-show).","Under Send timing, choose Send now, Schedule for a date/time, or Trigger after event ends.","Click Preview recipients to check the list of who will actually receive the survey before committing.","Click Send survey (or Schedule) to confirm distribution.","Return to the Distribution dashboard to watch the Sent, Opened, and Completed counters update as responses come in."],related:["understand-survey-distribution","survey-distribution-settings","track-survey-responses"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"distribute-survey-to-participants",title:"How to distribute a survey to participants",summary:"Send a survey to respondents using direct links, email invitations, or participant groups.",path:"/surveys/:surveyId/distribution",articleType:"howto",category:"surveys",categoryLabel:"Surveys",group:"general",steps:["Open your survey and click the Distribution tab in the survey editor","Click Add channel and choose Direct link, Email invitation, or Participant group","For email, click Select recipients to pull from your participant list, or click Upload list to bring in a CSV of attendees","Edit the invitation subject and message text in the template panel if you're using email","Set the Availability window \u2014 a start and end date after which responses stop being accepted","Review the settings summary and click Publish to send or activate the survey","Open the Distribution dashboard afterwards to track response rates, and click Send reminder next to any recipient who hasn't responded"],related:["survey-distribution-methods","track-survey-responses","survey-distribution-settings","troubleshoot-distribution-issues"]},{slug:"export-survey-responses",title:"Exporting survey responses",summary:"Download the responses to a survey as a file so you can work on them outside Panelist.",path:"/surveys/:surveyId/distribution",articleType:"howto",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",steps:["Open the survey, go to the Distribution tab, and select Responses from the sub-navigation.","Apply any filters you want the export to respect - the export covers the response set currently shown, not always the whole survey.","Decide whether the Include partial responses toggle should be on, since incomplete submissions are either in the file or absent from it depending on that setting.","Click Export and choose CSV for raw response-level rows or Excel if you are handing the file to someone who will work in a spreadsheet.","Wait for the file to generate - a large survey with thousands of responses takes longer than a small one - then open the download in your spreadsheet or analytics tool."],related:["export-survey-results","track-survey-responses","view-survey-responses"]},{slug:"export-survey-results",title:"Exporting survey responses and distributions",summary:"Download survey results as a
1spreadsheet file for use in reports or external analysis.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Open the survey's Distribution tab so the results you want to export are on screen.","Click the Export button in the top-right corner of the distribution view.","Choose CSV for raw response-level data, or PDF for a formatted summary report.","If exporting CSV, check the boxes for which fields to include \u2014 respondent email, submission timestamp, and individual question answers are selected by default.","Click Download to generate the file \u2014 a progress indicator appears for large surveys with thousands of responses.","Open the downloaded file in Excel, Google Sheets, or your analytics tool once the browser download completes."],related:["view-survey-responses","understanding-survey-distributions"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"how-to-distribute-survey",title:"How to distribute a survey to respondents",summary:"Send your survey to recipients via email or direct link.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Open your survey and click the Distribution tab in its settings.","Choose a distribution method \u2014 Email recipients, Direct link, or Survey group \u2014 from the method selector.","If sending by email, click Add recipients and either select contacts from your address book or paste a list of email addresses.","Fill in the Subject line and Message body fields that will accompany the survey link in the recipient's inbox.","Set Send timing to Send immediately or Schedule for later and pick a date/time.","Click Preview to check exactly what the email will look like before it goes out.","Click Send to distribute the survey \u2014 the recipient count and status begin updating in real time."],related:["survey-distribution-methods","managing-survey-recipients","tracking-survey-responses"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"managing-survey-recipients",title:"How to add and manage survey recipients",summary:"Add individual recipients or import lists of email addresses to your survey.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Open your survey and click the Recipients tab on the Distribution page.","Click Add recipient to type in a single email address, or click Import CSV to upload a file with one address per row.","For CSV imports, map the column containing email addresses to the Email field on the mapping screen, then click Continue.","Scan the recipient table for rows flagged in red \u2014 these mark malformed addresses or exact duplicates the import caught automatically.","Click the trash icon next to any recipient you want to remove before sending.","Select recipients with the checkboxes and click Add to group if you want to reuse this list on a future survey.","Click Save recipients to lock in the list, then switch to the Channels tab to send or schedule."],related:["how-to-distribute-survey","survey-distribution-methods","tracking-survey-responses"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"segments",title:"Understanding segments as a survey audience",summary:"A segment is a saved group of CRM records that you can pick as the audience for a survey instead of entering addresses by hand.",path:"/crm/segments",articleType:"understanding",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"00020-crm-segments-main",body:[{heading:"What a segment is",text:"A segment is a named group of records of one object type - contacts, companies, deals, or events - that lives under CRM > Segments. Once a segment exists you can choose it as the audience for a survey distribution, which is why the same audience definition can be reused across a survey, an email campaign, and a report rather than rebuilt each time."},{heading:"Static and active segments behave differently at send time",text:"A static segment holds an explicit list of records and only changes when you add or remove someone. An active segment holds filter rules and is re-evaluated against your records, so a person enter
1s or leaves it as their data changes. This matters for a survey because an active segment can contain a different set of people on the day you send than it did on the day you picked it."},{heading:"Choosing a segment when you distribute",text:"On the Distribution tab, choosing a segment as the recipient source pulls the current members of that segment into the recipient list. Click Preview recipients before sending so you can see the actual count and names, rather than trusting the segment name alone - a segment with filters that are too narrow can resolve to zero recipients."},{heading:"Why survey responses come back to the same records",text:"Because a segment is made of CRM records, a response from a segment send writes back to the contact record it came from. The same record accumulates the survey answer alongside event registrations, campaign replies, and deals, so survey data is not kept in a separate place from everything else you know about that person."}],related:["create-segment","active-vs-static-segments","distribute-survey"]},{slug:"share-survey-link",title:"Share a survey with a link",summary:"Generate and distribute a unique survey link to respondents.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Open the survey you want to share and go to the Distribution page.","Click the Channels tab.","Click Generate link \u2014 a public URL for the survey appears in a text box below the button.","Click Copy next to the URL to copy it to your clipboard.","Paste the link into an email, chat message, or social post to share it with your audience.","Return to the Responses tab later to see submission counts roll in as people use the link."],related:["survey-distribution-channels","track-survey-responses","survey-access-settings"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-access-permissions",title:"Understanding survey access permissions",summary:"Access permissions decide who is allowed to open a survey and whether they can submit it more than once.",path:"/surveys/:surveyId/distribution",articleType:"understanding",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",body:[{heading:"Access is separate from distribution",text:"Distribution decides how the survey is handed out - a link, an email invitation, an embed. Access decides what happens when someone arrives. The two are set independently, so a survey can be sent by email and still be open to anyone who forwards the link, or shared as a public URL and still refuse submissions from people who are not on the recipient list."},{heading:"Open access and tracked access",text:"A public link lets anyone who has the URL open and submit the survey with no login. That gets you reach but no named respondents. Restricting access to the recipients on your list, or to people logged into the platform, gives you a named response for every submission, at the cost of losing anyone who was forwarded the link by a colleague."},{heading:"One response or many",text:"Limiting a survey to a single response per person is the right setting for a one-off form, because it stops one enthusiastic respondent from skewing a distribution. Allowing multiple responses suits a recurring pulse check where the same person is meant to answer again each time. The setting changes what the totals mean, so decide it before you send rather than after."},{heading:"Anonymity and follow-up are a trade",text:"Turning off the link between a response and the recipient record makes the survey anonymous, and anonymous surveys get franker answers. The cost is that you cannot follow up with an individual respondent, cannot filter results by anything on their contact record, and cannot tell who has not answered yet. Choose based on whether follow-up or candour matters more for this particular survey."},{heading:"What a blocked respondent sees",text:"Someone who does not meet the access rule is shown a message rather than the form - an access-denied screen if they are not an allowed recipient, or an already-responded message if the survey allows one submission each. If people report that the survey will not open for them, the access setting is the first thing to check."}],related:["survey-access-settings","share-survey-link","survey-distribution-methods"]},{slug:"survey-access-settings",title:"Control who can access your survey",summary:"Set permissions and access restrictions on your distributed survey.",path:"/surveys/:surveyId/distribution",articleType:"reference",options:[{name:"Public link",description:"Anyone with the URL can open and submit the survey with no login prompt; use for broad, untracked reach."},{name:"Authenticated users only",description:"Requires the respondent to be logged into your platform before the survey form loads; blocks anonymous public traffic."},{name:"Specific recipients",description:"Restricts submissions to the exact email addresses on your Recipients list; anyone else opening the link sees an access-denied screen."},{name:"Single response per person",description:"Locks the survey after one submission per recipient or per browser session; a second attempt shows an already-responded message instead of the form."},{name:"Allow multiple responses",description:"Lets the same person submit the survey repeatedly, which is the setting to use for a recurring pulse check rather than a one-off form."}],related:["share-survey-link","survey-distribution-channels"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-analysis-and-insights",title:"Understanding survey analysis and insights",summary:"The Insights sub-tab turns raw survey responses into per-question charts and drop-off figures you can read at a glance.",path:"/surveys/:surveyId/distribution",articleType:"understanding",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",body:[{heading:"What Insights adds to the raw responses",text:"The Responses list shows one row per respondent, which answers the question of who said what. Insights aggregates those rows into a chart per question, which answers the question of what the group said. Both read the same submissions, so a filter applied to the responses is reflected in the charts rather than producing a separate set of numbers."},{heading:"Reading a question chart",text:"Each closed question gets a breakdown of counts and percentages across its answer options. A heavily skewed chart means the group agrees and you can act on the finding directly. A flat or two-peaked chart means the group does not agree, and averaging it would hide the split - break it down by segment or follow up with an open question instead."},{heading:"Drop-off points",text:"Insights marks where respondents abandoned the survey. A drop-off concentrated at one question is a defect in that question, not general survey fatigue, and moving or removing it usually recovers the responses on later questions. Drop-off spread evenly across a long survey points at length instead."},{heading:"Open text answers still need reading",text:"Free text questions cannot be charted into a percentage, so they are the part of the analysis that stays manual. Export the responses and read them in a spreadsheet, and treat the closed questions as the measurement and the open answers as the explanation for it."},{heading:"Knowing when not to draw a conclusion",text:"A breakdown built on a handful of responses will swing on one more submission. Check the number of responses behind a chart before you quote it, and be particularly careful with a breakdown that has been filtered down to one segment, since filtering shrinks the sample that the percentages rest on."}],related:["view-survey-responses","understanding-survey-distributions","survey-report-metrics"]},{slug:"survey-builder",title:"Building a survey",summary:"The survey builder is where you create a survey and write its questions before you distribute it.",path:"/surveys/:surveyId/distribution",articleType:"howto",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",steps:["Click Surveys in the main navigation and open the survey you want to work on, or start a new one from the survey list.","Give the survey a name that tells you what it is for later, since this is the name shown in the survey list and on the Distribution tab.","Add your questions one at a time, choosing the answer format that fits each one - rating and scale questions produce a distribution you can chart, while open text questions have to be read individually.","Mark a question as required only when you would rather lose the response than receive it without that answer, because a required question a respondent will not answer is a common place for people to abandon a survey.","Split a long survey across more than one page so that the completion rate figure on the Distribution tab tells you where people stopped.","Open the Overview tab and check the status badge - a survey left in Draft cannot be distributed, so click Publish to move it to Active when the questions are final."],related:["survey-distribution-workflow","understanding-survey-distribution","view-survey-responses"]},{slug:"survey-distribution-channels",title:"Understanding survey distribution channels",summary:"Reaching respondents through the different sharing methods and channels.",path:"/surveys/:surveyId/distribution",articleType:"understanding",body:[{heading:"What survey distribution means",text:"Distribution is how a survey reaches respondents once it's built. The Distribution page's Channels tab groups the available methods together, and each one trades off differently between reach, personalisation, and how well you can track individual responses."},{heading:"Direct link sharing",text:"Clicking Generate link produces one public URL anyone can open to start the survey \u2014 no login and no email invite required. It's the fastest way to get a survey out the door, and it works for messaging apps, social posts, or a website mention, but it only tracks aggregate submission counts, not named respondents."},{heading:"Email distribution",text:"Sending through the Recipients tab instead of a link personalises each invite with the recipient's name, if you use the merge field. It also pairs each invite with a unique tracking token, so Responses can show open and completion status per person. This is the method to use when you have a specific list of people and want to know exactly who has and hasn't responded."},{heading:"QR codes",text:"The Channels tab's Get QR code option turns the same public link into a scannable image you can drop into a printed flyer, a slide, or a booth sign. Anyone scanning it lands on the survey exactly as if they'd clicked the direct link \u2014 same tracking, same lack of per-person attribution."},{heading:"Embedded surveys",text:"Get embed code produces an iframe snippet for pasting into a webpage's HTML so the survey renders inline instead of sending visitors elsewhere. It behaves like a direct link for tracking purposes and it raises completion rates, because respondents never leave the page they were already on."}],related:["share-survey-link","collect-responses-distribution","survey-access-settings"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-distribution-methods",title:"Understanding survey distribution methods",summary:"The four ways to put a survey in front of participants.",path:"/surveys/:surveyId/distribution",articleType:"understanding",category:"surveys",categoryLabel:"Surveys",group:"general",body:[{heading:"Direct link sharing",text:"A single URL you can paste anywhere \u2014 chat, social posts, a printed handout QR code. Because it's the same link for everyone, individual response attribution depends on whether the survey itself asks for identifying details; the distribution dashboard tracks total clicks on the link rather than per-recipient status."},{heading:"Email invitations",text:"Each participant gets a personalised email with a unique link, letting you see exactly who opened it and who responded \u2014 the only method that gives you per-recipient delivery and open tracking out of the box. Use this when follow-up with specific non-respondents matters."}
1,{heading:"Participant groups",text:"Send to a saved group already defined in your account \u2014 event attendees from a past event, a department roster, or a list of prior respondents \u2014 instead of re-entering an audience by hand each time. Group membership updates centrally, so editing the group changes who future sends reach."},{heading:"Website embedding",text:"The survey renders as an inline form on your own page rather than sending visitors to a separate URL. This removes the extra click and login step, which produces the highest completion rate of the four methods when placed on a page people are already visiting for another reason."}],related:["distribute-survey-to-participants","survey-distribution-settings","track-survey-responses","troubleshoot-survey-delivery"]},{slug:"survey-distribution-not-reaching-recipients",title:"Troubleshooting a survey that will not send",summary:"A survey is not reaching the people you sent it to.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",causes:[{heading:"The recipient list has invalid or unconfirmed addresses",fix:"Open the Distribution dashboard and check the Bounced column \u2014 addresses with a hard bounce or 'unconfirmed' status won't receive the survey at all. Click into the recipient list, remove or correct the flagged addresses, and use Resend to selected only rather than resending to everyone."},{heading:"The selected segment is empty or too narrow",fix:"Go back to Select recipients and check the count shown next to your chosen segment. A registration type like 'Speaker' or 'Sponsor' can easily return zero if no one registered under that type for this event. Widen the filter or switch to All attendees, then confirm the count is greater than zero before sending."},{heading:"The survey is still in Draft status",fix:"Open the survey's main Settings tab and check the status badge at the top. Distribution is disabled for anything marked Draft. Click Publish to move it to Active \u2014 this can take a few seconds to take effect, so wait for the badge to update before trying to send again."},{heading:"The email template lost its content",fix:"Open the email template in the distribution editor and confirm the subject line and body still contain text and a visible survey link \u2014 templates can end up blank if a merge field failed to resolve. Click Send test to yourself first; if the test email arrives empty, rebuild the template before sending to the full list."},{heading:"A large send is still processing in batches",fix:"Distributions over roughly 10,000 recipients go out in batches rather than all at once. Check the Distribution dashboard's queue status \u2014 if it shows 'In progress' with a partial sent count, wait for it to reach 100% rather than clicking Send again, which would duplicate the send to everyone already reached."}],related:["distribute-survey-to-participants","survey-distribution-status-and-tracking","survey-distribution-settings-reference"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-distribution-options",title:"Survey distribution options reference",summary:"Complete reference of all distribution settings and choices available.",path:"/surveys/:surveyId/distribution",articleType:"reference",options:[{name:"Recipient list",description:"Type addresses individually, upload a CSV of contacts, or click 'Select from contacts' to pull an existing CRM list or segment"},{name:"Custom subject line",description:"Overrides the default subject text; supports merge fields like {{first_name}} to personalise per recipient"},{name:"Message body",description:"The intro copy shown above the survey link in the email \u2014 keep it short and state why you're asking, since this is the line that drives open-to-click conversion"},{name:"Sender name",description:"Sets the 'From' display name recipients see \u2014 your personal name, your organisation's name, or a shared team inbox address"},{name:"Response deadline",description:"A date shown to respondents in the email copy itself (not a hard cutoff) encouraging them to answer before it passes"},{name:"Survey link",description:"The base shareable URL; generating a second tagged link lets you distinguish traffic from two different channels in your results"},{name:"Anonymous mode",description:"Strips respondent identity from stored answers even when they arrived via a personalised email link"},{name:"Reminder settings",description:"Automates a follow-up email to anyone who hasn't responded after a set number of days, without you having to manually re-send"}],related:["distribute-survey-to-participants","survey-distribution-methods"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-distribution-settings",title:"Survey distribution settings",summary:"Reference guide for configuring distribution options and parameters.",path:"/surveys/:surveyId/distribution",articleType:"reference",category:"surveys",categoryLabel:"Surveys",group:"general",options:[{name:"Distribution method",description:"Sets the channel \u2014 direct link, email invitation, participant group, or website embed \u2014 which determines what tracking data you get back."},{name:"Survey availability window",description:"The start and end date the survey accepts responses; attempts outside this window show a closed message instead of the form."},{name:"Recipient list",description:"The audience for email or group sends \u2014 chosen from a saved participant group or uploaded as a fresh CSV of email addresses."},{name:"Email subject line",description:"The subject shown in the recipient's inbox; a clear, specific subject line measurably improves open rate over a generic one."},{name:"Sender information",description:"The display name recipients see as the sender, a department or event name rather than an individual, for consistency across sends."},{name:"Response tracking",description:"Toggles whether a response is linked back to the recipient's record or stored with no identifying link, trading follow-up ability for anonymity."},{name:"Reminder emails",description:"Automated follow-ups sent only to non-respondents at intervals you set after the initial send, rather than re-sending to everyone."},{name:"Survey closing notification",description:"An optional heads-up email sent to participants shortly before the availability window ends, prompting last-minute c
1ompletions."}],related:["distribute-survey","understand-survey-distribution","track-survey-responses","survey-distribution-methods"]},{slug:"survey-distribution-settings-reference",title:"Survey Distribution Settings Reference",summary:"Complete reference for all distribution options and configuration settings.",path:"/surveys/:surveyId/distribution",articleType:"reference",options:[{name:"Distribution Method",description:"Sets the channel \u2014 Email Invitation, Direct Link, Embedded Form, or SMS \u2014 which determines whether responses can be tied back to an individual recipient."},{name:"Recipient Segment",description:"Selects who receives it: All Attendees, a single registration type, or an uploaded CSV list \u2014 the recipient count updates live as you change this."},{name:"Send Schedule",description:"Sends immediately when left on 'Now', or queues the distribution for a chosen date and time that you can still edit or cancel up until it fires."},{name:"Email Subject Line",description:"The text recipients see in their inbox before opening; supports merge fields like {{firstName}} so each email is personalised without manual editing."},{name:"Email Body/Message",description:"The message body shown above the survey link; accepts basic HTML formatting and the same merge fields as the subject line."},{name:"Sender Name",description:"The 'From' name shown in the recipient's inbox, your event or organisation name rather than an individual person's name."},{name:"Reply-To Address",description:"The inbox that receives any reply a re
1cipient sends to the survey email \u2014 set this to a monitored address, since the sending address itself is not monitored."},{name:"Tracking Settings",description:"Toggles per-recipient open and click tracking; turning this off makes the send anonymous but also disables the delivery report for individual recipients."},{name:"Reminder Frequency",description:"Automatically re-sends the invitation only to non-respondents after a set number of days; you set how many reminders go out and how far apart."},{name:"Expiration Date",description:"The date after which the survey link stops accepting new responses; leaving it blank keeps the survey open until you manually close it."}],related:["distribute-survey-to-participants","survey-distribution-methods"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-distribution-status-and-tracking",title:"Survey distribution and tracking",summary:"Reading distribution metrics and tracking participant engagement with your survey.",path:"/surveys/:surveyId/distribution",articleType:"understanding",body:[{heading:"Distribution Status Overview",text:"The Distribution dashboard shows a running count of total recipients, how many have been sent, and a breakdown by status \u2014 Pending, Sent, Failed, Bounced. These numbers update on their own as the send processes; you don't need to refresh the page to see them move."},{heading:"Delivery Reports",text:"Click into the recipient list to see a per-person row: address, send timestamp, open status, click status, and response status. A failed row always shows a bounce reason next to it \u2014 invalid address, mailbox full, or domain blocked \u2014 so you know whether it's worth fixing the address or the recipient's mail server rejected it outright."},{heading:"Engagement Metrics",text:"Above the recipient list, three headline percentages summarize the send: open rate, click rate, and completion rate. Open rate only applies to email; direct links and embeds skip straight to click and completion. Comparing these across two sends of the same survey tells you whether a subject line or timing change actually helped."},{heading:"Response Tracking",text:"As soon as the first response lands, the response count and completion percentage tick up in real time on the dashboard. Each response carries a timestamp and, unless tracking is disabled, a link back to the recipient's record \u2014 click any completed row to jump straight to that person's answers."},{heading:"Bounce and Suppression Management",text:"Hard bounces (invalid address) and repeated soft bounces (temporary failures) get flagged automatically. After a small number of repeated bounces, that address is added to your suppression list so future sends skip it rather than damaging your sender reputation. You can review and remove addresses from suppression in the distribution settings if the bounce was a one-off."}],related:["distribute-survey-to-participants","survey-distribution-methods","survey-distribution-not-reaching-recipients"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-distribution-troubleshoot",title:"Survey not receiving responses",summary:"Your survey is live, but nobody is answering it.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",causes:[{heading:"The Status toggle is set to Paused or Draft",fix:"Open the Distribution tab and check the Status switch at the top. If it reads Paused or Draft, click it to flip to Active \u2014 a paused survey's link loads but silently rejects new submissions."},{heading:"The link being shared doesn't match the current survey instance",fix:"Copy the link fresh from the Distribution tab and open it in an incognito window. Compare the survey ID in the URL bar to the one shown on the Distribution tab \u2014 an old link copied before the survey was duplicated or rebuilt will point at the wrong instance."},{heading:"Email invitations never actually sent",fix:"Open the Invitations log under the Distribution tab and check each recipient's status. 'Failed' usually means the contact list was empty or the email address bounced; 'Queued' for more than a few minutes means the send job is stuck and should be retried from the same log."},{heading:"The response limit was already hit",fix:"Check the response count on the Distribution tab against the number set in the Response limit field. If they match, the link is intentionally closing to new submissions \u2014 raise the limit or click 'Duplicate survey' to start a fresh instance."},{heading:"The end date already passed",fix:"Check the End date field under distribution settings against today's date. Once it passes, the link automatically shows a closed message. Edit the field to push the date forward if you want to keep collecting responses."}],related:["survey-distribution-workflow","survey-distribution-settings"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-distribution-workflow",title:"Publishing and distributing a survey",summary:"Make a survey live and share it with respondents via link or invitation.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Open your survey and click the Distribution tab in the left-hand survey navigation","Toggle the Status switch from Draft to Active \u2014 this is what actually makes the survey reachable by anyone with the link","Click 'Copy link' to grab the shareable URL, or click 'Configure email invitation' to pick a contact list or segment to send it to directly","If you want the survey to close on its own, set an end date in the 'Close on' field or a numeric cap in 'Response limit'","Click 'Publish distribution' to lock in your settings \u2014 the survey link becomes live at this point, not before","Watch the response counter on the Distribution tab tick up in real time as answers come in"],related:["survey-builder","survey-response-tracking","survey-distribution-settings"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-link-not-working",title:"Troubleshooting survey link errors",summary:"A survey link will not open, or refuses responses.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",causes:[{heading:"The survey is still in Draft",fix:"Check the status badge next to the survey title in the editor. If it reads Draft, click Publish \u2014 unpublished surveys return an error page for anyone who opens a distribution link, even if the link itself is correctly copied."},{heading:"The link was copied incorrectly",fix:"Go back to Distribution > Channels and click Copy next to the generated link rather than retyping it. Test the freshly copied link in a private browser window before sharing it again, to rule out a truncated or mistyped URL."},{heading:"Access restrictions are blocking the respondent",fix:"Open Distribution > Settings and check the access option. If it's set to Authenticated users only or Specific recipients, confirm the person hitting the error is logged in, or already on your Recipients list. Add them to that list, or switch access to Public link if the restriction was not what you intended."},{heading:"The response limit has been reached",fix:"Open Settings and check the Response limit field. Once submissions hit that number, the link shows a 'This survey is now closed' message to everyone else. Raise the limit or clear it entirely if you want to keep collecting responses."}],related:["share-survey-link","survey-access-settings"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-not-reaching-recipients",title:"Survey not reaching recipients",summary:"Survey invitations are not being delivered, or are never opened.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",causes:[{heading:"Recipient email addresses are invalid",fix:"Open the Recipients tab and look for rows flagged in red \u2014 these mark addresses missing an '@' symbol or a valid domain. Correct or remove the flagged rows, then resend to just the fixed recipients rather than the whole list again."},{heading:"Emails are bouncing",fix:"Open the Responses tab's delivery breakdown and check the Bounced count. Click into the failed deliveries list to see which specific addresses bounced and the reason given \u2014 usually a typo or a retired mailbox \u2014 then correct those entries on the Recipients tab before resending."},{heading:"You've hit your account's sending limit",fix:"If the distribution shows Queued rather than Sent for an extended period, check Settings > Sending limits for a daily cap. If you've hit it, either wait for the limit to reset the next day or split the remaining recipients into a second scheduled send."},{heading:"The scheduled send time or timezone is wrong",fix:"Open Distribution > Settings and check the Send time field against your account's timezone setting. A scheduled send in the past won't fire automatically \u2014 if the time has already elapsed, reschedule it for a future time and save again."},{heading:"Recipients' spam filters are catching the email",fix:"Ask an affected recipient to check
1spam or promotions folders specifically. Review the Subject line and Message body for language that commonly triggers spam filters \u2014 excessive punctuation, all caps, or too many links \u2014 then revise the wording and resend to that recipient."}],related:["distribute-survey","understanding-survey-delivery","survey-response-tracking"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-recipient-list",title:"Survey recipient list reference",summary:"The recipient list on the Distribution tab holds everyone a survey was sent to and the delivery status of each one.",path:"/surveys/:surveyId/distribution",articleType:"reference",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",options:[{name:"Email address",description:"The address the invitation was sent to; this is what a response is matched back to, so a typo here means the response lands on the wrong record or none at all"},{name:"Recipient source",description:"How the address got onto the list - entered manually, imported from a CSV, or pulled from a saved segment or group"},{name:"Sent",description:"The invitation has left the system for that address; the count of these rows is what the response rate is measured against"},{name:"Queued or In progress",description:"The send is still working through the list, which is normal for lists in the thousands and does not need a re-send"},{name:"Opened",description:"The recipient opened the invitation email, available only for email sends because each one carries its own tracking link"},{name:"Responded",description:"A submission has been received from that recipient; clicking the row opens their answer sheet"},{name:"Pending",description:"The invitation was delivered but no submission has come back yet; these are the rows a reminder should go to"},{name:"Bounced",description:"The address was rejected by the receiving mail server; filter to these rows to find addresses that need correcting"},{name:"Duplicate or invalid flag",description:"Rows caught during import as malformed or repeated, flagged so you can remove them before sending rather than after"}],related:["managing-survey-recipients","distribute-survey","survey-distribution-settings"]},{slug:"survey-report-metrics",title:"Survey report metrics and statistics",summary:"The statistics shown on a survey's distribution report and how each one is calculated.",path:"/surveys/:surveyId/distribution",articleType:"reference",options:[{name:"Total responses",description:"Count of respondents who answered at least this question \u2014 the denominator used to calculate every percentage shown below it"},{name:"Response rate",description:"Completed responses divided by total invitations sent, shown as a percentage in the report header"},{name:"Top answer",description:"The single most-selected option for the question, shown with its response count and percentage share"},{name:"Answer percentage",description:"Each option's share of total responses to that question, letting you compare choices side by side in the bar chart"},{name:"Sample size (N=)",description:"The number of respondents behind a given breakdown; small N values are flagged so you don't over-read low-volume results"},{name:"Completion rate",description:"Percentage of respondents who reached the final page of a multi-page survey rather than abandoning partway through"}],related:["understanding-survey-distributions","view-survey-responses"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"survey-response-rates",title:"Understanding survey response rates",summary:"The response rate is the share of the people a survey reached who actually submitted an answer.",path:"/surveys/:surveyId/distribution",articleType:"understanding",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",body:[{heading:"How the rate is calculated",text:"The response rate shown in the summary bar on the Distribution tab is completed responses divided by invitations sent. The denominator is what was sent, not what you intended to send, so a batch that is still Queued or that bounced changes the rate as delivery completes. Read the rate after a send has finished rather than while it is in progress."},{heading:"Completion rate is a different number",text:"Completion rate is the share of people who started the survey and reached the final page, so it measures the survey itself rather than the invitation. A high response rate with a low completion rate means your invitation worked and your questions did not. The two numbers point at different fixes and are worth reading together."},{heading:"Partial responses move the number",text:"Whether an incomplete submission counts as a response depends on the Include partial responses toggle. Because the same survey can show two different rates depending on that switch, note which setting a figure came from before you compare it with another survey or quote it to anyone."},{heading:"What the channel does to the rate",text:"Email invitations produce a rate you can trust because each recipient is known and the denominator is real. A public link, a QR code, or an embed has no denominator - you know how many people submitted but not how many saw it - so those channels give you counts rather than a rate. A survey run across both is best read per channel."},{heading:"Reading a rate honestly",text:"A small denominator makes a percentage unstable, which is why sample size is flagged next to low-volume breakdowns. Ten responses from twelve invitations is a strong result and a weak basis for a decision. Look at the number of responses behind the percentage before you act on it."}],related:["survey-report-metrics","troubleshoot-low-response-rate","track-survey-responses"]},{slug:"survey-response-tracking",title:"Survey responses and completion rates",summary:"Monitor who has responded, who is pending, and understand completion metrics.",path:"/surveys/:surveyId/distribution",articleType:"howto",category:"surveys",categoryLabel:"Surveys",group:"general",steps:["Open the survey and click into the Distribution tab","Look at the status dashboard at the top for total recipients, responses received, and pending count","Check the response rate percentage directly beneath the counts to see overall completion","Use the search f
1ield above the recipient list to look up an individual contact's completion status by name or email","Click a completed row to open that respondent's answers directly, or click a pending row to send them an individual reminder","Click Export report to download a CSV of the full distribution list for offline analysis or sharing with stakeholders"],related:["understand-survey-distribution","distribute-survey","survey-distribution-settings"]},{slug:"track-survey-responses",title:"Tracking survey responses and delivery",summary:"Monitor response rates and dig into individual answers from the Distribution tab.",path:"/surveys/:surveyId/distribution",articleType:"howto",category:"surveys",categoryLabel:"Surveys",group:"general",steps:["Open the survey and click the Distribution tab, then select Responses from the sub-navigation.","Check the summary bar at the top for total sent, total responses, response rate percentage, and average completion time.","Click Add filter to narrow the list by distribution channel (email, direct link, or embedded), date range, or respondent group.","Click any row in the responses table to open that respondent's full answer sheet, including any skipped questions.","Click Export and choose CSV or Excel to download the filtered response set for analysis outside Panelist.","Switch to the Insights sub-tab to see auto-generated charts per question, including drop-off points where respondents abandoned the survey.","Toggle Include partial responses on or off to decide whether incomplete submissions count toward your response rate."],related:["distribute-survey-to-participants","survey-distribution-settings","survey-distribution-methods","troubleshoot-distribution-issues"]},{slug:"tracking-survey-responses",title:"How to track and monitor survey responses",summary:"Monitor survey completion rates and view response data in real-time.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Open your survey and click the Responses tab on the Distribution page.","Check the counter row at the top \u2014 Sent, Delivered, Opened, and Completed \u2014 to gauge overall performance at a glance.","Scroll to the recipient table to see each person's individual status (Not sent, Delivered, Opened, Completed) with a timestamp for their most recent action.","Click any completed row to open that respondent's individual answers in a side panel.","Use the status filter above the table to narrow the list to just Opened but not completed, if you want to target reminders.","Click Export in the top right and choose CSV or PDF to download the response data for analysis outside Panelist.","If Reminders is enabled on your plan, click Send reminder to re-email everyone still sitting in Not completed."],related:["how-to-distribute-survey","survey-distribution-methods","troubleshoot-distribution-issues"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"troubleshoot-distribution-issues",title:"Troubleshooting survey distribution problems",summary:"Sending a survey fails, or responses never come back.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",category:"surveys",categoryLabel:"Surveys",group:"general",causes:[{heading:"Invitation emails aren't reaching recipients",fix:"Open the Distribution tab and check the Delivery status column next to each recipient \u2014 entries marked Bounced mean the address is invalid and should be corrected in the recipient list. If addresses show Sent but recipients report nothing arrived, ask them to check spam or junk folders, since bulk survey invites are sometimes filtered. Confirm the sender email under Distribution > Email settings is verified; an unverified sender address silently blocks delivery."},{heading:"Survey link shows 'This survey is not accepting responses'",fix:"Go to Distribution > Availability and check the start and end dates \u2014 a survey with an end date in the past stops accepting submissions even if the link still works. Also check the response limit field; if you set a maximum number of responses and hit that cap, the survey closes automatically until you raise the limit or turn it off."},{heading:"Responses aren't showing up in the Responses tab",fix:"Click Refresh in the top right of the Responses table, since counts can lag by a minute after a submission. Confirm you're not filtering the view \u2014 an active filter under Add filter (for example, a date range that excludes today) will hide recent responses without any error message. If a respondent says they submitted but nothing appears, ask them to resend the confirmation screenshot to check they hit Submit rather than closing the browser tab mid-survey."},{heading:"Response rate is lower than expected",fix:"Open the Insights sub-tab and look at the drop-off chart to find which question respondents abandon the survey on \u2014 a required question with unclear wording is the most common culprit. Go to Distribution > Reminders and turn on a reminder email for non-respondents, scheduled 2-3 days after the initial send. If distributing by direct link rather than tracked email invitation, note that Panelist cannot calculate a response rate denominator, so this number will read as 0% or blank by design."},{heading:"Uploaded recipient list fails or imports incorrectly",fix:"Check that your CSV has a header row with an Email column exactly named 'email' \u2014 the importer matches on this header and will reject files where it's missing or misspelled. Remove any duplicate email addresses before uploading; the importer flags duplicates row-by-row during import rather than de-duplicating automatically. If the upload fails outright, check the file is under the 5MB size limit and saved as CSV rather than a legacy .xls format."}],related:["distribute-survey-to-participants","survey-distribution-methods","survey-distribution-settings","track-survey-responses"]},{slug:"troubleshoot-low-response-rate",title:"Survey response rate is lower than expected",summary:"The survey was delivered, but far fewer people answered than you expected.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",category:"surveys",categoryLabel:"Surveys",group:"general",screenshotKey:"",causes:[{heading:"Confirm the survey actually reached people before blaming the response rate",fix:"Open the Distribution tab and read the summary bar. If total sent is far below the recipient count, the problem is delivery, not engagement - check the Bounce rate figure and filter the recipient table to Bounced to see which addresses failed. If the distribution status still shows Queued or In progress, nothing has fully gone out yet and the rate will be low simply because the send is incomplete."},{heading:"Check whether partial responses are being counted",fix:"The Responses view has an Include partial responses toggle. With it off, someone who answered most of the survey but never reached the final page is not counted as a response at all, which can make the rate look much worse than the engagement you actually got. Turn it on to see the difference, then decide which figure you want to report."},{heading:"Look at where respondents stopped",fix:"Switch to the Insights sub-tab and look at the drop-off points shown per question. A sharp fall at one question usually means that question is the problem - it may be required, ambiguous, or asking for something the respondent does not want to give. Edit or remove that question and the next send will usually complete at a higher rate."},{heading:"Check the length and the ask",fix:"Long surveys are abandoned. Count the questions and cut any that you would not actually act on. The
1n read your invitation text and subject line as a recipient would - an invitation that does not say why the survey matters or roughly how long it takes gives people no reason to start it."},{heading:"Send a reminder to non-respondents rather than re-sending to everyone",fix:"Reminder emails go only to people who have not responded, so they raise the rate without annoying the people who already answered. Set them under the distribution settings, or open the recipient list, find the pending rows, and send an individual reminder from there."},{heading:"Check that the audience was the right one",fix:"A low rate is sometimes a targeting problem. If the segment or audience you chose included people with no connection to the subject of the survey, most of them will ignore it. Preview the recipients, and narrow the audience to the people who have a reason to answer before you judge the rate."},{heading:"Check the availability window",fix:"If the survey passed its end date or hit its response limit, it closed and anyone arriving later saw a closed message instead of the form. Confirm the closing date and the response limit on the distribution settings, and reopen the survey if it closed earlier than you intended."}],related:["track-survey-responses","troubleshoot-survey-not-sent","survey-response-rates"]},{slug:"troubleshoot-survey-delivery",title:"Troubleshooting survey delivery issues",summary:"Resolve common problems with survey distribution and ensure recipients receive invitations.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",causes:[{heading:"Emails aren't reaching recipients",fix:"Double-check each address in the recipient list for typos or trailing spaces \u2014 a single bad character silently bounces the send. Ask a recipient to check their spam or junk folder, especially if your sending domain lacks SPF/DKIM authentication. If you're sending through your own domain, confirm those DNS records are configured correctly in your email settings before retrying."},{heading:"The survey link returns an error",fix:"Confirm the survey's Status is Active, not Draft \u2014 an unpublished survey's link 404s by design. Copy the link fresh from the Distribution tab rather than reusing an old one, and test it in a private/incognito window. If you edited questions recently, clear your browser cache before retesting."},{heading:"Recipients see an 'Access Denied' message",fix:"Check whether the survey restricts access to a specific allowed list and whether the respondent's email is on it. Also check the response limit and end date fields \u2014 either one being hit produces this same denied state, which reads identically regardless of the underlying reason."},{heading:"The QR code won't scan or opens a broken link",fix:"Regenerate the QR code from the Distribution tab rather than reusing a printed one from an earlier version of the survey \u2014 codes are tied to the link at generation time. Check the printed resolution is high enough for a phone camera to read at typical booth distance, and test-scan it yourself before the event."},{heading:"Response or open rates are lower than expected",fix:"Rewrite the subject line to be more specific about time commitment or purpose \u2014 vague subject lines get ignored. Turn on Reminder settings to auto-follow-up with non-respondents after a few days rather than manually tracking who hasn't answered."}],related:["distribute-survey-to-participants","track-survey-responses"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"troubleshoot-survey-distribution",title:"Troubleshooting survey distribution issues",summary:"Surveys are not reaching recipients, or responses are not being recorded.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",category:"surveys",categoryLabel:"Surveys",group:"general",causes:[{heading:"Recipients are not receiving the survey email",fix:"First, check the email addresses in your recipient list for typos or formatting errors. If the list looks correct, verify that your survey has been sent (check the distribution status shows 'Sent'). If emails are still not arriving, check the recipient's spam folder or email provider \u2014 some organisations block emails with survey links. You may need to whitelist the sending email address on your organisation's email system."},{heading:"Responses are not showing up in the distribution list",f
1ix:"Wait a moment for the system to sync \u2014 response data may take a few minutes to appear after submission. If responses are still missing after refreshing, check that the respondent used the correct survey link and that they did not skip required questions. Verify the survey is still active and has not passed its expiration date."},{heading:"Completion rate is lower than expected",fix:"Survey fatigue is common \u2014 not every recipient will respond, especially if the survey is long. Check your invitation message to ensure it clearly explains why the survey matters and how long it takes. Consider re-sending a reminder email to non-respondents, or shorten the survey to focus only on essential questions. Low response rates can also indicate an out-of-date contact list \u2014 verify your recipient addresses are current."},{heading:"Responses are not connected to the correct contact",fix:"This usually happens when a respondent uses a different email address than the one the survey was sent to. Check the respondent's contact record \u2014 their response may be tied to a different email on file. If multiple email addresses exist for one contact, your CRM's data quality tools can help merge or deduplicate records so responses align with the right person."}],related:["understand-survey-distribution","distribute-survey","view-survey-responses"]},{slug:"troubleshoot-survey-not-sent",title:"Survey not being sent or received",summary:"Your survey distribution never reached the attendees.",path:"/surveys/:surveyId/distribution",articleType:"troubleshoot",causes:[{heading:"Check the recipient list is not empty",fix:"Click Preview recipients on the Distribution tab before sending \u2014 if your segment filters are too narrow (e.g. a segment with zero matching attendees), the list will show 0 recipients. Loosen the filter, or switch Target audience to All attendees, and preview again before resending."},{heading:"Verify the survey status is active",fix:"Open the survey's Overview tab and check the status badge. A survey stuck in Draft cannot be distributed even if you click Send \u2014 the button will show an error. Click Publish on the Overview tab to move it to Active, then return to Distribution."},{heading:"Look for invalid or bounced email addresses",fix:"Check the Bounce rate figure in the distribution summary bar, then filter the recipient table to Bounced to see the specific addresses. High bounces usually trace back to a registration form that didn't validate email format \u2014 export the bounced list and ask affected attendees to confirm their email, or fall back to SMS/in-app delivery for them."},{heading:"Review email deliverability settings",fix:"Confirm the Sender name and Reply-to address fields under distribution settings are both filled in \u2014 an empty reply-to can get flagged by spam filters. If Send timing shows a future date, that's why nothing has gone out yet; switch it to Send now if you intended immediate delivery."},{heading:"Check for distribution delivery delays",fix:"For lists in the thousands, the distribution status shows Queued or In progress rather than Sent, and can take a few hours to fully clear. Refresh the Distribution tab periodically rather than resending. If it's still Queued after several hours with no progress, contact support with your survey ID."}],related:["understand-survey-distribution","distribute-survey-to-attendees","troubleshoot-low-response-rate"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"understand-survey-distribution",title:"How survey responses reach your CRM",summary:"How surveys reach respondents and how responses are tracked back to your contacts.",path:"/surveys/:surveyId/distribution",articleType:"understanding",category:"surveys",categoryLabel:"Surveys",group:"general",body:[{heading:"What survey distribution is",text:"Distributing a survey sends it to a chosen audience rather than publishing it as a standalone form \u2014 that audience can be a handful of manually typed addresses or a saved CRM segment of thousands. Each recipient gets their own link, so an individual response is always traceable back to whoever received that specific invitation."},{heading:"How responses connect back to your CRM",text:"A survey response writes to the recipient's contact record the same way an event registration or a campaign reply does. That means the same contact record accumulates the survey answer, the event they attended, and any deal they're part of \u2014 you're not looking at survey data in a separate silo from the rest of what you know about that person."},{heading:"Timing and scheduling",text:"You can send immediately or schedule a future send date. Scheduling is what lets you time a post-event feedback survey to go out right after the event ends, or a quarterly check-in to land on the same day each quarter, without having it sit half-finished until you remember to click Send."},{heading:"Who can receive a survey",text:"Any contact in your CRM is eligible \u2014 you can list individuals by hand, upload a file of addresses, or pick a saved segment. This is why the same survey can be run across your whole database, narrowed to one account, or narrowed further to just the people who attended one specific event."}],related:["distribute-survey","survey-distribution-settings","distribute-survey-to-attendees","troubleshoot-survey-not-sent"]}
1,{slug:"understanding-survey-delivery",title:"Survey delivery methods and tracking",summary:"How surveys reach your respondents, and how delivery status is tracked.",path:"/surveys/:surveyId/distribution",articleType:"understanding",body:[{heading:"What survey distribution does",text:"Distribution takes a finished survey and sends it to a chosen group of respondents through the method you pick on the Channels tab. Once sent, the Responses tab tracks delivery status \u2014 sent, opened, and completed \u2014 updating live as respondents interact with it."},{heading:"Delivery methods available",text:"Email distribution sends each recipient a personalised invite with a tracked link, using the subject and body set on the Settings tab. A scheduled send queues the same email distribution to go out at a specific date and time rather than immediately. A direct link, generated on the Channels tab, is shared manually outside the platform and isn't tied to any named recipient."},{heading:"Tracking delivery and responses",text:"The Responses tab's counter row shows how many invites were sent, delivered, opened, and completed, updating as each event happens rather than on a fixed schedule. You can export the response table at any point \u2014 completed responses so far, not just a final tally after the survey closes."},{heading:"Audience selection and segmentation",text:"The Recipients tab lets you pick a saved segment \u2014 a filtered list built from existing CRM criteria \u2014 or upload a fresh list of emails for this survey only. Using a segment avoids manually re-entering people who already meet your targeting criteria, and updates the recipient count if the segment's membership changes before you send."}],related:["distribute-survey","survey-distribution-settings","survey-response-tracking"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"understanding-survey-distribution",title:"Understanding survey distribution",summary:"What distribution is and how surveys reach respondents.",path:"/surveys/:surveyId/distribution",articleType:"understanding",body:[{heading:"What distribution is",text:"Distribution is the step after building a survey where you flip its Status from Draft to Active and choose how people reach it. A built survey sitting in Draft collects nothing \u2014 the questions exist but the link resolves to nothing until you distribute it."},{heading:"Ways to share a survey",text:"The same survey can run a public link and an email invitation at the same time \u2014 they're not exclusive. Use the link when you want people to discover the survey and self-select into it, such as a QR code on a booth banner or a post in a newsletter. Use email invitations when you already know who should answer and want the send tracked per recipient."},{heading:"Tracking responses",text:"Every response is written back to the survey record it came from, not scattered into separate rows per channel. A response from the public link and a response from an email invite land in the same Responses list. What tells them apart is whether a respondent identity is attached."},{heading:"Stopping a survey",text:"Pausing sets Status back to Paused and is fully reversible \u2014 flip it back to Active and the same link works again with no data lost. Hitting a configured end date or response limit closes the survey automatically and that closure behaves the same as a manual pause, not a delete."}],related:["survey-distribution-workflow","survey-builder","survey-response-tracking"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"understanding-survey-distributions",title:"Understanding survey distributions",summary:"Survey distributions show how respondents spread across answer options, revealing what your audience actually said.",path:"/surveys/:surveyId/distribution",articleType:"understanding",body:[{heading:"What a survey distribution is",text:'A distribution is the count and percentage of respondents behind each answer choice for a single question \u2014 for example, 62% chose "Very satisfied" and 38% chose "Somewhat satisfied" on a rating question. For open number or scale questions, the distribution groups respondents into value ranges instead of discrete labels, so you can see clustering around particular scores.'},{heading:"Why distributions matter",text:"The raw response count only tells you the survey went out; the distribution tells you what people actually think. A question where 90% pick the same answer signals strong consensus you can act on immediately. A question split roughly 50/50 signals a genuinely divi
1ded audience \u2014 one that needs a follow-up question or a segment breakdown before you draw conclusions."},{heading:"Common distribution shapes",text:"A skewed distribution piles up at one end of the scale \u2014 most respondents agree. A uniform distribution spreads evenly across all options, meaning the question likely didn't discriminate well between respondents. A bimodal distribution shows two separate peaks, which usually means two distinct groups of respondents answered very differently, and averaging them together would hide that split."},{heading:"Using distributions to make decisions",text:"Treat a lopsided distribution (80%+ on one answer) as a green light to act on the finding directly in your event follow-up or product roadmap. Treat a flat or bimodal distribution as a prompt to dig further \u2014 cross-reference by attendee segment in the Filter panel, or add a follow-up open-text question to the next survey to understand the disagreement."}],related:["view-survey-responses","survey-builder"],group:"general",category:"surveys",categoryLabel:"Surveys"},{slug:"view-survey-responses",title:"Viewing survey responses and results",summary:"Open a survey's distribution view to see how respondents answered and the overall spread of results.",path:"/surveys/:surveyId/distribution",articleType:"howto",steps:["Click Surveys in the main navigation and select the survey you want to review from the list.","Click the Distribution tab to open the response breakdown for that survey.","Use the question selector dropdown at the top to move between questions \u2014 each one shows its own answer breakdown below.","Read the bar chart or percentage list under each question to see which answers were chosen most and least often.","Click Filter above the results to narrow by response date range, respondent segment, or specific answer choice.","Click any individual bar or answer row to see the list of respondents who chose that option."],related:["understanding-survey-distributions","export-survey-results","survey-builder"],group:"general",category:"surveys",categoryLabel:"Surveys"}],x=[{slug:"getting-started",label:"Getting started",blurb:"The home feed, search, spotlight and your account basics."},{slug:"company-pages",label:"Company pages",blurb:"Your organisation\u2019s public wall and company profile."},{slug:"crm-contacts",label:"CRM \xB7 Contacts",blurb:"Contacts, accounts and the segments you build from them."}
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