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Dashboard
The Conventions Dashboard displays quick information and reports relevant to your event sales and activity. It appears when you first log in. Most of the information is based on event sales, both admission and non-admission products. Definitions Admission Revenue - Products that have an admission designation. Revenue totals include tickets that are ...
0 min reading timeWhere to find your event listing link
This article will detail where to find your event landing, live ticket, and preview ticket page. It will also cover the differences between them. Finding your Event Listing Link Click the Ticket Icon in the top right of the dashboard A drop-down will appear showing you options for the three listing pages: Landing Page You can direct customers to you...
1 min reading timeEvent Style
You can customize the look, feel, and layout of your event page under Event Setup > Style. Theme - Choose from one of the 16 preset themes. These will change the color variations of your site. Custom CSS - If you want to include custom CSS to change your site, include it here. Custom Header HTML - You can include custom header HTML in this field....
1 min reading timeHow to Add Event People
Navigate to the main People index: People Manager > Event People. You can also access People under People Manager > Master People. +New Event Person If you are adding new People specific to that event, select +New Event Person. Add their name and select any utilities applicable to the person's role or function. Utility Example - If a Person w...
0 min reading timeLeap Conventions Glossary
Check out this glossary of common Leap Conventions terms. Event: A single event that is one or more days in which the Event Producer is selling a product, managing content, or organizing data. Event Producer: The account associated with Events, that provides a connection between all events run by a particular company. Producer: The user that is asso...
1 min reading timeVolunteer List
The Volunteer List displays volunteers in filtered buckets such as Contacted, Accepted, Assigned, Denied, etc. Select an option to view the filtered volunteer list. Shifts Visible to Volunteers - Toggle this option to display assigned volunteer shifts in the front-facing Leap Conventions account. Workflow Tip: Set this option to no as the volunteer ...
0 min reading timeImport Tool
Imports allow you to mass-create a set of records that are defined in a CSV file. With the addition of some of the new fields, you can dynamically create category and tag associations. With the Image field, you can add a link to an image, and the importer will associate it to the record. You can import the following types of records within Leap Con...
1 min reading timeData Migration
The data migration tool provides the ability to move data from one event to another. Access From the sidebar, select: Event Setup > Data Migration (Beta) The following data types can be migrated: Users Users Managers Their permissions Guests Guest Name Guest Bio Guest Photo Status set to inactive Publicly visible set to false Products Product Nam...
0 min reading timeExpanded Application Questions
Expanded Application Questions If you choose to use the expanded application, you can configure the various questions here. Application Questions will display as a table, allowing you to quickly view the required state, the question itself, any hint text, the question type and actions to edit or delete the question. Add Volunteer Application Quest...
0 min reading timeView Volunteers
There are a few ways to navigate to a specific volunteer record in Leap Conventions–for example, via Volunteer Lists. Choose View to open a volunteer record. It is here where you can interact with the volunteer shift, contact details, application history, and more. Each Volunteer record will contain these sections: Volunteer Details Assign Shifts Fu...
0 min reading timeGeneral Volunteer Exports
Custom Volunteer Export Use the General Volunteer Export tool to extract helpful volunteer data from your event. Customize your volunteer export by choosing specific export criteria for: Volunteer Status Requested Volunteer Type Assigned Volunteer Type Volunteer Area Volunteer Rank Was Previous Volunteer Leap Conventions will generate a CSV file of...
0 min reading timeAdd Volunteers
Add Volunteer is handy if you know a specific volunteer will be working your event and they do not need to apply. Manually add them by adding their name and email. Once added, they will display in the overall volunteer list....
0 min reading timeVolunteer Application Settings
To get started with Volunteer Applications, you will want to configure them for optimal use. Navigate to Volunteer Manager > Volunteer Application > Application Settings. Volunteer Application On - Enable or disable the application Volunteer Application Off Redirect - Set a custom redirect location/website if volunteer applications are disable...
0 min reading timeVolunteer Shifts
Schedule all of your volunteer shifts in the Volunteer Shifts tool. Adding Shifts To add a shift, simply click and drag a time block on the calendar for the specific date and time range. Click on the shift to delete it. Volunteer Shift List Select Volunteer Shift List to view all shifts in all of the different areas in a table format. Select Visual...
0 min reading timeHow to obtain your API credentials
Leverage the Leap Conventions API with these key credentials. 💡 For comprehensive API documentation, visit the Public API. Obtaining an API Key Navigate to the API Key option within the gear/settings icon in the top right of the page Generate an API token for yourself by selecting Generate Key...
0 min reading timeVolunteer Training
Volunteer Training provides a way to communicate specific or general training to each volunteer at your event. These training materials will be displayed on the volunteer's front facing page in Leap Conventions. Access this tool under Volunteer Manager > Volunteer Setup > Volunteer Training. Adding Training Materials From the Volunteer Trainin...
0 min reading timeManage Volunteer Areas
Areas are the places or locations where volunteers perform their duties at the event. Tip: Volunteer areas and types are often named the same. For example, the registration area will have volunteers with the type of registration. Jobs Add another layer of granularity to your Volunteer Areas by creating jobs. Jobs can be any type of work a voluntee...
0 min reading timeStandard and Extended Applications
Refer to Volunteer Settings for details on when to use Standard or Extended applications. From the Volunteer Manager menu, select Volunteer Applications and Standard, or expanded applications. These links will open your volunteer application in the browser. Note that if you chose a standard application, it will re-direct to expanded application, an...
0 min reading timeVolunteer Ranks
Volunteer ranks create a hierarchy of authority within the volunteer system. These are used for record keeping, indexing, and other filters in volunteer management. Volunteers can be assigned a rank on their individual volunteer record within Leap Conventions. Creating a Rank Enter your custom rank name and select Create Volunteer Rank. These ranks ...
0 min reading timeExport Tool
The export tool allows you to generate various helpful pre-built reports. Access the export tool by selecting Imports & Exports from the sidebar navigation. Custom Export Tool Use the Custom Export Tool to generate custom reports for Orders, Refunds, Contacts, Space Orders, Guests, and Schedule. Select one of the sources. Leap Conventions will ...
0 min reading timeForm Builder Overview
The Form Builder is designed to be used as a way to collect information for whatever reason and have it stored within Leap Conventions. It is also the method in which additional information is collected in different areas of Leap Conventions. The following areas are where Leap Conventions employs Form Builder to collect additional information: Sched...
5 min reading timeProduct Lotteries Overview
This article covers the feature set, implementation, and usage of the Lottery system. The lottery system was originally created to facilitate the "fair" purchase of extremely high-demand photo ops. The system has evolved to include Waitlists, Group associations, questionnaires, admission ticket validation, and more. The system has three main types o...
0 min reading timeDeleting Form Builder Responses
Some clients require an ability to delete form submission responses for privacy requests. This article details the simple process for doing so. Navigate to Event Setup > Form Builder in the sidebar This will take you the Form Builder Index page You will see a list of your created Forms, with a dropdown menu called "Actions" on the right side. Sel...
0 min reading timeContent Dashboard
The Leap Conventions Content Dashboard is designed to aggregate front-facing information for clients and attendees. It comprises three main sections: Schedule Management: Users can easily search for schedule items using a dynamic search bar and filter by categories. Each day of the event has a list of schedule items that attendees can add to their s...
1 min reading timeGlobal Categories
Access Access Global Categories by navigating to Event Setup > Global Categories This page will list all of the Global Categories that have been created, allowing the user to filter the view at the top by Schedules, People, Space Orders, and a fourth content category called RFID Profiles for events using RFID services. In the index, you will see...
1 min reading timeTicket Body Details
You can customize your event ticket design with the Ticket Body Details tool. Access Ticket Body Details by navigating to Event Setup > Ticket Body Details Using the Editor To start, enter your body header text. Customize the ticket by using the WYSIWYG editor. The editor provides a variety of tools to customize the content–including images, cust...
0 min reading timeLocation Setup
Locations are the various areas in and around your event. Location setup is found under the menu item: Event Setup > Location Setup Adding a Location Leap Conventions will prompt the user to create a new location if a location has not yet been added. Give the location a name and proceed to the next screen. Location Settings Active - Toggle the lo...
0 min reading timeEmail Overrides
Email overrides allow you to set custom names and email sources for Programming, Celebrity, and Volunteer emails generated from the Leap Conventions platform. How it looks Access From the sidebar: Event Setup > Email Overrides Email Override Fields The following fields can be customized: Programming Email Name - Enter a custom name Programming Em...
0 min reading timeTicket Insurance
Note: Ticket Insurance is enabled on all events for clients processing on Leap Merchant Services. Clients processing on their gateway may be eligible to contract with FanShield. Please email clients.conventions@leapevent.tech for an introduction to FanShield. Basic Insurance Information Leap Conventions is proud to partner with Protecht. Ticket in...
0 min reading timeTurning on Ticket Sales
Select the ticket icon to access this option. You can enable or disable ticket sales using the buttons in the dropdown menu. If your sales are currently active, select Deactivate? button to turn off ticket sales....
0 min reading timeIssuing a Refund
Important Details Any users with the customer support permission and anyone with manager-level access. Refer to: Adding Users There are restrictions for refunding insured orders Singular Refunds Navigate to Orders from the sidebar. Use the various Order Search options to find the order you wish to refund Select View on the right side of the orde...
0 min reading timeSelling Products on the Check-In App
Refer to this article when you need a guide on using the Purchase section of the Conventions Check-in App. The Check-In app is compatible with devices running iOS 11 or later. iOS - App Store Note - The Android Check-In app does not support ticket sales Purchase Page Overview The Purchase tab in the Conventions App is used for on-site sales of tic...
2 min reading timeConfiguring Ticket Transfers
Ticket Transfer functionality allows the owner of a Conventions Product to transfer all rights of ownership and management of that Product to someone else. This process removes ownership from the Transferer and the Product from the original order, generating a new Product under the Recipient's ownership. Setup To use the Ticket Transfer functionalit...
2 min reading timeProduct Setup
Start product setup by selecting Product > Setup from the sidebar navigation. The following fields will be presented to configure your product: Product Details - Information that applies to all products sold within the event. We recommend providing useful information about your product listing but keeping it broad–talk about the different types o...
3 min reading timeOrder Surveys
An order survey allows you to add any additional questions to the purchase flow for an event. Order surveys can be attached to the entire order or on a per-product basis. Responses can be viewed in detail on each survey. How to Create an Order Survey Navigate to Event Set Up > Order Surveys Select +Create Survey Name the survey and select Create ...
1 min reading timeProduct Categories
Leap Conventions organizes the many different types of products by category. Think of this as a file and folder type system. Creating them and editing them is easy! Access Navigate to Products > Product Categories The product categories table will display a total list of all product categories. The table will display: Name - Displays the name of ...
1 min reading timeAdding New Products
To add a new product, select Products > Products from the sidebar navigation. Give your product a custom name Choose from your list of product categories Select Create Product You will be taken to the edit screen for your product. To get started, we will configure the basic settings of the product. This is the pathway to getting your tickets on s...
1 min reading timeEditing the Price of a Product
Leap Convention products can be tickets, merchandise, or anything you sell on the platform. Follow these steps to change the price of a product. Editing the Price of A Product Click the Product Manager option in the left-hand column of the dashboard screen and choose Products from the list of options. Select the product you wish to edit, and click o...
0 min reading timeEditing the Available Quantity of A Product
Products are tickets, merchandise, or anything you sell on the platform. Below we'll show you where and how to change the available quantity of a product in the Leap Conventions system. Select the Product Manager option in the left-hand column of the dashboard screen Choose Products from the dropdown Select the product you wish to edit, and click on...
0 min reading timeHow To Update Order Ticket Limits
This article will show you how to set minimum and maximum purchase limits on orders. Setting minimum and maximum purchase limits allows you to control the number of tickets that can be purchased in a single order. Edit the Product Once your event is loaded, click the Product Manager tab and select Products from the drop down. Click the edit icon on...
0 min reading timeHow To Adjust Product Tax
This article will show you how to locate, set up, or adjust the tax rate for your products. Adjusting Product Tax Select Product Manager > Setup. Scroll Down and toggle Charge Tax to Yes. Once you turn on Charge Tax the tax rate field will appear. Add the tax percentage that needs to be charged on your product sales. Scroll down and select U...
0 min reading timeHow to Adjust Fees
This article will demonstrate how to easily set and adjust product fees at the individual product and transaction level. All accounts have default fees set by Leap Conventions. You can add to, modify, or even hide fees set on top of the default Leap Conventions charges using the options below. If you have questions about default fees, please reach o...
0 min reading timeVouchers
Vouchers are a handy system for sending products to different people, such as staff, customers, and guests, at no cost to them. There are two types of vouchers available: User-Claimed Vouchers: These vouchers require the recipient to take a small step to claim their product. They will receive an email containing a button to click. Once selected, the...
2 min reading timeProduct Overview
A product is anything that you can sell through the platform. Some product examples include: Admission ticket to an event Photo Op with a celebrity Special Q&A Session Merchandise Donation to a charity Product features are highly customizable, which allows for immense flexibility in their implementation. Product setup usually follows the sequenc...
0 min reading timeLivestream Setup
One of the methods that a livestream can be setup is to attach it to a single product. The customer purchases a ticket of that product type and from their confirmation page is able to view their access code and access the stream. It is also possible to setup a livestream with a schedule item. Stream Setup Event Setup In order to enable the livestrea...
2 min reading timeEvent - Main Details
Access From the sidebar navigation, select Event Setup > Main Details Configuring the Main Details Visible Event Name - How the event name will be displayed Event Website - Event the event URL Presented By - Enter a value here like a sponsor or promoter Main Event Details - Enter details about the event using the WYSIWYG editor Front End Redirect...
0 min reading timeSchedule Manager Overview
The Schedule Manager allows you to manage all the scheduled content you may present to your attendees. Some examples include: Q&A, panels, meet and greets, autographs, video game tournaments, etc. The schedule is presented to the attendee via the mobile app or front-end schedule on the web. How it looks Example site: https://register.growtix.com...
0 min reading timeSchedule Categories and Tags
Leap Conventions categories are a high-level, organizational component and a way to categorize data within a specific module. Schedule Categories will be unique to the event itself. Examples include: Q&A, Photo Ops, Autographs, Cosplay, etc. Schedule Tags are the more granular options underneath the main Schedule Categories. Using a comic exampl...
0 min reading timeVenue Locations
A Venue Location refers to a smaller, more specific area within a larger event. For instance, in a convention center, a panel room, ballroom, or exhibit hall could all serve as Venue Locations for the event. Adding a Venue Location From the left hand navigation, select Schedule Manager > Venue Locations Select Add Venue Location Give the location...
0 min reading timeSchedule Items
Access Schedule Items by using the left-side navigation: Schedule Manager > Schedule Items The Schedule Items overview/dashboard page will display as follows: This is the index page of all the schedule items, and all the content that's been created. These display in chronological order–those without a date will appear at the top and those with da...
1 min reading timeSchedule Submissions
Working with Schedule Submissions Attendees can submit ideas to event organizers and these submissions can be accepted/rejected. Leap Conventions streamlines the process for organizers, as any approved submissions are automatically added as a schedule item without any other manual intervention (ex: uploading a Google Sheet back into Leap Conventions...
1 min reading timeSchedule Registration Overview
Schedule registration allows attendees to register for events at a larger event. Each scheduled event is a Leap Conventions Schedule Item. When the schedule item is fully configured and enabled, in conjunction with a product that allows for schedule registration from the confirmation page, the attendee can see a list of applicable scheduled events a...
0 min reading timePeople Manager Overview
Transform how you manage celebrities and special guests with the powerful People Manager tool. Store contact information, view travel and hospitality arrangements, coordinate event details, send personalized itineraries, and more from a single solution. People can be...Guests, celebrities, booking managers/agents, event managers, entourage, family m...
0 min reading timePeople Manager Setup
Navigate to People Manager > Event People. To access the various setup tools, select the Gear Icon. People Manager Settings Enable any People Manager utilities needed for your event. Selected utilities will display on the People Manager Dashboard. People Categories Create custom People categories within your event. Example categories may include:...
0 min reading timeFinding Event People
When working with many records, use the search & filter functions to quickly find the Event Person you are looking for. Search by name or term in the search field, or use the More Filters function. The following filters are available: Utilities - Select any applicable utilities and Leap Conventions will display Event People with this utility Peo...
0 min reading timeExhibit Space Manager Overview
The Exhibit Space Manager allows you to take a full A to Z approach of managing everything that you would need to from an exhibit space perspective for an event, including: Booking the exhibit space Managing the exhibit space sale Categorizing the vendor offering Presenting all this information into a consumer facing web page and app Collect vendor...
0 min reading timeExhibit Space General Settings
Navigate to Exhibit Space Manager > Exhibit Space Setup > General Settings. The general setup for Exhibit Space Manager has six separate areas. The areas are: Exhibit Space Setup (Default view) Onsite Renewal Setup Additional Information Checklist Items Booth Map Exhibit Space Files Exhibit Space Setup Exhibit Space Sales Active: This Yes/No ...
2 min reading timeExhibit Space Types
The types of things you will actually be selling; these are organized by category. Quick search space types - Quick way to search from all your existing space types. Migration - Pull vendor offerings from a previous event to this new event Add a Space Type - Add a new space type Order Space Types - Allows you to dynamically order the space types Edi...
0 min reading timeExhibit Space Categories
These are the categories that our exhibit space products are can be organized into. Sub categories can also be created. For example: "Sponsorships (Top category) > Sub Category 1" Hidden Categories - Hides the category from the general public. Hidden categories are useful in the case of friends/family or loyalty situations (cheaper spaces) and yo...
0 min reading timeRenewal
Note: Requires that the next year event is already setup and ready to be sold as a renewal Onsite renewal setup is functionality reserved for days of the show to setup a credit renewal form. Onsite Renewal Page Active- Yes/No Enables or disables the public renewal page Onsite Renewals Off Message - Sets a custom message to be displayed if the renew...
0 min reading timePurchase Questions
Text or boolean questions can be shown on the purchase page. You can always go back to edit or delete questions. Examples: "What is your preferred booth number?" "What are you selling?" Boolean - Designates whether the question is a Yes/No...
0 min reading timeWorkflow Checklist
These checklist items are basically your project workflow, or your to do list items for every single exhibit space order that comes through Leap Conventions. Each of these items is going to be present in each individual order. This allows you to track each vendors progress individually through this checklist system. Each checklist item can be edited...
0 min reading timeBooth Map
This tab allows you to upload an image (JPG or PNG) of your booth map. This is displayed on the Exhibit Space Purchase Page when clicking the "Click here to download Exhibit Space Map" button. You can also download the current uploaded booth map by clicking the button of the same name on the Booth Map tab....
0 min reading timeFiles
Formats: PDF and JPEG These files can be attached to the purchase of any exhibit space. Uploaded files here will be attached to confirmation emails sent out when a vendor purchases exhibit space or creates a manual space order. Example use cases: The vendor agreement Load in load out instruction Any documentation you want to provide to vendors The...
0 min reading timeHow To Create an Exhibit Space Application
To Create a New Application From the View Applications page, enter a custom name in the the Create an Exhibit Space Application field Select Create Configure the application Space Application Active - Toggle the active state by select Yes or No Application Name - Update the name of your application Inactive Message - If the application is inactive, ...
0 min reading timeExhibit Space Applications Overview
This article covers Applications which are part of the Exhibit Space Manager. This feature is used to create and collect applications for exhibitors (or vendors) to curate the types of vendors in your event. Access From the left panel navigation, choose Exhibit Space Manager > Applications. There are two options: View Applications Frontend Applic...
0 min reading timeViewing Exhibit Space Applications
The View Applicants page displays a summary of all submissions through an application. Some key features of this page are: Status filters - All, New submissions, Under Review, On Hold, Waitlist, Sponsors, Approved, and Denied Search - Quickly find a submission using the search field Export This List - Export the list of applicants as a CSV file. Thi...
1 min reading timeExhibit Space Orders
New Space Orders The top of the page displays any new orders since the last login. Clicking on View X New Orders reveals the orders. The order table will display: Date of order Company Order Status (Paid, Not Paid) Contact Person Email Phone Actions - To manage the order Space Deposit Report This report shows how many orders have been paid, how many...
2 min reading timeSpace Promo Codes & Single Purchase Links
Space Promo Codes Space promo codes are created for the sales of your exhibit spaces. These are separate from the promo codes in Marketing (used for products). These space promo codes can be used in the promo code field of the exhibit space purchase page. Example use case: A one-time purchase link to be shared with a vendor to purchase something at ...
1 min reading timeVolunteer Management Overview
Manage all of your event’s volunteers with our Volunteer Manager tool. Create a seamless event day experience for you and your volunteers by accepting online applications, assigning work shifts, and easily communicating important information. Streamline Applications Create volunteer applications that are linked directly on your website and match the...
0 min reading timeSearch Volunteer
Search and find volunteers using criteria–select amongst volunteer status, type, rank, and more! The search will display any volunteers who match selected criteria. Select View to open the volunteer record, or select Delete to remove them entirely. Viewing the Volunteer Record Select View to display all information specific to the volunteer. Leap C...
0 min reading timeVolunteer Types
Volunteer Types represent what the volunteer will be doing at the event. Examples may include: Customer Service, Access Control, Media Team, Celebrity Handler, etc. Volunteer Type functionality is closely connected to Volunteer Shifts , Volunteer Ranks , and Volunteer Areas To configure Volunteer Types, navigate to Volunteer Manager > Volunteer S...
0 min reading timeVolunteer Settings
To get started with the Volunteer Management tools, it is recommended to set up your event calendar defaults. Navigate to Volunteer Manager > Volunteer Setup > Volunteer Settings. Calendar Enter calendar start and end dates which correspond to your volunteer event schedule. This will set the range of dates for volunteer shifts and assignments....
0 min reading time