Basics


  1. In the CMS, click on the Mapping tab.
  2. Select the map that you wish to pin.
  3. Click at the desired point on the map that you would like the location to be. A pin and text field will appear. If locations exist in your agenda and/or exhibitor data, you will see a drop-down list of all available locations. 
  4. Either select a location from the drop-down list or manually enter a location and press enter. The map pin will be placed.
  5. Repeat Steps 3-4 for all mapping locations.
  6. If you wish to remove a map pin, click on it and press OK to confirm. You cannot edit existing map pins, only delete them.



Mapping using exported data


  1. In the Agenda (or Exhibitor) tab, export the full dataset by clicking on the gear icon next to Data Sources and clicking on "Export (Direct)" (see attached screenshot). The dataset will be downloaded to your computer as a CSV file. 
  2. In the spreadsheet program of your choice, open the CSV file.
  3. Find the location (or booth number) column and sort that column from A-Z. This will group all identical locations together so that the risk of entering in repeat locations is lessened.
  4. Select a cell with a location name in it and press Copy.
  5. In the CMS, click at the desired point on the map that you would like the location to be. A pin and text field will appear. Paste the location name. If locations exist in your agenda and/or exhibitor data, you will see a drop-down list of all available locations.
  6. Repeat Steps 4-5 for all mapping locations.


Tips


  1. Some location names can be long. Thus, when mapping multiple locations, particularly in exhibit and poster halls, it is advised to pin from left to right and from top to bottom.
  2. No location name can be used twice; you will receive an error message informing you of this and forcing you to select a different location name.
  3. Location names must match the data EXACTLY, including cases. For example, if a session has the location "Grandview Hotel - Room 12", this must be entered in exactly, not simply "Room 12" or even "Grandview hotel - room 12."
  4. If you notice that one room name has two different location names in the data (i.e. "Hall D2" and "Hall-D2"), create a list for the CRM, so they can ask the client to select only one location name and apply it to all sessions (or exhibitors) using that location. Otherwise, it will create a bad user experience for those users wishing to utilize reverse mapping in the app.
  5. Please refer to this Knowledge Base article for limitations on characters.