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Getting Started Guide

Get started with Zerista for your event! Follow the guidelines provided for setup, maps, invitations, and use the mobile app efficiently. Improve networking and attendee engagement.

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Getting Started Guide

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  1. Getting Started Guide • Please complete the fields indicated and send the completed version and requested collateral to your Zerista project consultant. After receiving the information, we will contact you to set up a kickoff call. 2/7/13

  2. Contacting Zerista We are here to help you with your event! You can always call our main number, 303.800.3550, or contact one of our team members directly. If you need technical documentation on the Zerista API, please see http://dev.zerista.com. AnnmarieSatriano-Hoskins Director of Client Relationship annmarie@zerista.com 303.800.3544 Jamie Anderson Senior Project Consultant jamie@zerista.com 303.800.3551 Steve D’Ambrosia Project Consultant steve@zerista.com 303.800.3553 Danielle Mullane Project Coordinator danielle@zerista.com 303.800.3552 User experience and platforms necessitate differences in features and functionality on each platform. Please follow the links below to review the features and functionality of each platform included with your contract prior to the training call. • Web: http://myfamecon.zerista.com/ • Mobile website: http://m.myfamecon.zerista.com/ • Android & Apple: Search for myFamecon in the store

  3. Your Project Timeline You and your Zerista consultant will develop a project. Here are some guidelines to use when planning.

  4. Your Event Basics Please complete the following to make sure your Zerista consultant has the basics about your event.

  5. General Setup

  6. Making Connections

  7. MapsContract specific. Check with your Zerista contact. There are 2 types of maps: Exhibition and Venue. Maps can be images (great for session-based events) or interactive images (awesome for large expo halls). What Zerista needs: • Maps provided 2 weeks in advance before expected availability.Please do not send the map until the floor plan is final; all locations on the map are known. Assignment of locations can change after the map is provided. • A clean PDF of each map.Zerista uses the maps as they are provided. We do not remove or add objects to the maps. We suggest removing any unneeded information, such as locations of power outlets.

  8. Invitations & Reminders You invite attendees to use the Zerista platform through an invitation sent from the system. We HIGHLY suggest using plain text emails to minimize spam filter issues. After sending invitations to attendees, you can send reminders every 2 days. We will use the same text for the reminders as in the invitation. PRO TIP: Our clients find integrating messages about the platform with their other marketing collateral increases the adoption and usage of the platform.

  9. Invitation Example To help you maximize your time at the event, we'd like to welcome you to the official networking platform and mobile app for <conference name>. Once you get started, you can use your phone, tablet, or internet browser to: • See other attendees that are coming to <conference name> • Review the agenda and speakers, and create a personalized schedule • Connect with other attendees by sending messages and setting up 1-on-1 meetings, while keeping your email private • Find sponsors & exhibitors you don’t want to miss, reviewing their brochures and videos before you go To take advantage of this networking tool, follow this link to activate the account we've created for you: http://prudhvi-meeting-test.zerista.com/?key_id=1&salt=o38rrpTC61FGlz8SxlKk&sig=574264101c6bc57980e2180e4b361a6e&user_id=182306 Your username is: anjanet@zerista.com. One you log on, make sure to update your profile. Include a photo so other attendees can recognize you at the event and complete the areas of interests for time saving auto-matching of sessions, exhibitors, and other attendees. Get the App for planning and networking on the go! • Google Play:  • iTunes: • Any mobile device: <conference url> We want you to have a great experience. Please contact us at <yourcompanycontact@company.com> or http://zerista/zendesk.com/if you have any questions, need help, or have feedback. Have a wonderful event! The team at <conference name>

  10. Going MobileContract specific. Check with your Zerista contact. Please visit the following sites for guidelines on creating images for your mobile application: • Iphone/Ipad: https://developer.apple.com/library/ios/#documentation/UserExperience/Conceptual/MobileHIG/IconsImages/IconsImages.html#//apple_ref/doc/uid/TP40006556-CH14-SW2 • Android phone:http://developer.android.com/guide/practices/ui_guidelines/icon_design.html NOTE: Apple requires a user account as part of their approval process. This entity is named Apple Reviewer and is invisible to everyone but moderators.

  11. Going MobileContract specific. Check with your Zerista contact.

  12. Mobile Splash ScreenContract specific. Check with your Zerista contact. This is an add on feature; contact your Zerista Sales Representative for pricing. You can increase your sponsorship opportunities by including a splash screen that displays when the application opens.

  13. Enabling WebContract specific. Check with your Zerista contact.

  14. Data IntegrationsContract specific. Check with your Zerista contact.

  15. More InfoMore tools and ideas to get you started.

  16. Getting Info on the Platform For attendees: • The minimum information needed for each user is a first name, last name, and email. • The unique identifier for users is their email; only one user can be associated with an email in the Zerista system. Consider communicating and enforcing this rule during registration. There are multiple ways you can get information into the Zerista system. Your Zerista consultant will show you how to upload data into the system during admin training. Review the following tips and hints to prep your data. For exhibitors: • You can add exhibitor contacts to an exhibitor listing. To include an exhibitor contact, first load the contact in the system then add them as a contact. • Contacts can update exhibitor information, including logos. Consider uploading logos as a service for your premium sponsors.

  17. Broadcast Messages As a moderator, you can send additional emails, called broadcast messages, to attendees, exhibitors, and speakers. Please consider integrating these broadcast messages into your overall marketing plan. You can use broadcast messages to thank sponsors, communicate changes in schedule, or to promote a specific session at your event. These emails can be text or html and can target attendees based on attendee type (attendee, speaker, exhibitor), interest tags, and account status. Your Zerista Project Consultant will review how to send broadcast messages during your Admin training.

  18. More Ideas Visit http://dev.zerista.com/ for more ideas, examples, and instructions.

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