Account Management
Conference Tracker - How do I view an attendee's attendance?
1. From the Home page, click on View/Edit under Attendees 2. Look for the Attendee whose attendance needs to be viewed 3. Click on View Attendance next to their name
Conference Tracker - How do I view the sessions that an attendee is registered for?
1. From the Home page, click on View/Edit under Attendees 2. Look for the Attendee whose sessions need to be viewed 3. Click on the name of the Attendee 4. Click on View Registration
Conference Tracker - How do I delete an Attendee?
METHOD 1 1. From the Home page, click on View/Edit under Attendees 2. From the list, look for the Attendee that needs to be deleted 3. Once found, click on Delete next to their name METHOD 2 1. From the Home page, use the search bar to find the ...
Conference Tracker - How do I mass upload User Group Members?
To mass upload user group members, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this ...
Conference Tracker - How do I mass upload Groups?
To mass upload groups, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. 1. ...
Conference Tracker - How do I mass upload Session Registrations?
To mass upload session registrations, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this ...
Conference Tracker - How do I mass upload Sessions?
To mass upload sessions, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. 1. ...
Conference Tracker - How do I mass upload Exhibitor Administrators or Representatives?
To mass upload exhibitor administrators or representatives, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and ...
Conference Tracker - How do I mass upload Moderators?
To mass upload moderators, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. 1. ...
Conference Tracker - How do I mass upload Presenters?
To mass upload presenters, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. 1. ...
Conference Tracker - How do I mass upload Operators?
To mass upload operators, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. 1. ...
Conference Tracker - How do I mass upload Administrators?
To mass upload administrators, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. ...
Conference Tracker - How do I mass upload Attendees?
To mass upload attendees, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. 1. ...
Conference Tracker - How do I print on-site badges using a Dymo Labelwriter?
Before following these steps, please make sure the badge design that will be printed is using the 4"x3" On-Site Printer template. Also, make sure that the badge design only takes up the top 3/4 of the canvas. The bottom 1/4 of the canvas will NOT be ...
Conference Tracker - Can I copy over settings and designs from a previous conference to another one?
It is possible to transfer over administrator accounts, badge/CEU Report/certificate designs, saved settings, and online registration forms from one account to another. 1. On the top right of any page on Conference Tracker, you will see a circle with ...
Conference Tracker - How do I exclude the certificates or transcripts of Attendees that did not attend or receive any credits from being created?
1. From the Home page, click on Print under Certificates or CEU Report depending on the item that needs to be printed 2. Check the Exclude attendees with no credits earned box 3. Complete the rest of the settings to generate desired attendees 4. ...
Conference Tracker - How do I make sure only Attendees that complete the session evaluation survey receive credits on their certificate or transcript?
1. From the Home page, click on Print under Certificates or CEU Report depending on the item that needs to be printed 2. Check the Only give credit to a session if the attendee completes its evaluation survey box 3. Complete the rest of the settings ...
Conference Tracker - How do I require sign outs across all sessions?
Sign Outs can be required for individual sessions using the settings in each session. However, there is an option to enable a Required Presence Percentage and Required Sign Out for all sessions. 1. From the Home page, click Settings 2. Click on the ...
Conference Tracker - How do my Attendees and Exhibitors pay for their online registration?
Online Payments must be activated for Attendees and Exhibitors to pay for their registrations. Conference Tracker integrates with PayPal to handle credit and debit payments. 1. From the Home page, click on Settings 2. Click on the Online Payments tab ...
Conference Tracker - How do I generate only the QR code for my attendees?
QR codes are typically generated on the attendee badges. However, if there are already badges created for the attendees, it's possible to generate only the QR code to put on the existing badges. 1. From the Home page, click on Print QR Labels 2. The ...
Conference Tracker - How do I use Custom Fields?
Custom Fields allow the organizer to create their own fields if Conference Tracker's default profile fields do not meet expectations. Five custom fields are available for Attendee profiles and five are available for Session profiles. To activate a ...
Conference Tracker - How do I check who was absent from a session?
The Absentees Report will only work if the sessions have Attendees registered to them. 1. From the Home page, click on View/Edit Sessions 2. Click on the session that the Absentee Report is for 3. Click on View Absentees
Conference Tracker - How do I manually register Attendees to a session?
1. From the Home page, click on View/Edit Sessions 2. Locate the session that attendees must be registered to and click on Registration 3. Using the search bar, type the name of the attendee that needs to be added 4. When found, click their name 5. ...
Conference Tracker - How do I check what devices are connected to my account?
Using the Devices function, Administrators will be able to check what devices have connected through the Conference Tracker app, send messages to them, check if their push notifications are on, and see their last connection. 1. From the Home page, ...
Conference Tracker - How do I allow my staff members to delete posts on the Attendee app?
Users with the Moderator role have the ability to delete posts made on the Conference Attendee app. They also have the ability to use the Moderate Messages function on the Conference Tracker website. Moderators do not have any administrative ...
Conference Tracker - How do I allow other staff members to scan attendees into sessions?
Users given the Operator role will be able to log into the Conference Tracker mobile app and scan attendees into and out of sessions. However, they will not have administrative privileges in the account. 1. From the Home page, click on Operators 2. ...
Conference Tracker - How do I give another one of my staff members access to the account?
If another staff member on your team needs administrative privileges on the Conference Tracker account, they will need to be created as an Administrator. 1. From the Home page, click on Administrators 2. Click on Create New 3. Complete the following ...
Conference Tracker - How do I do an onsite Attendee registration?
At your event, you will need to have access to the Conference Tracker website. 1. From the Home page, click on View/Edit under Attendees 2. Click Create New 3. Complete the following required information: First Name, Last Name, Email 4. Click Save or ...
Conference Tracker - How do I manually create a Presenter?
1. From the Home page, click on Presenters 2. Click Create New 3. Complete the following required information: First Name, Last Name, Email 4. Click Save
Conference Tracker - How do I manually create a Room?
1. From the Home page, click on View/Edit Sessions 2. Click on Edit Rooms 3. Click on Create Rooms 4. Give the room a Name 5. Click Save
Conference Tracker - How do I manually create a Session?
Before creating a Session, please have the Rooms the sessions will take place in created first. 1. While logged in as an Admin on the https://conftrac.com website, click on the Sessions > Manage Sessions section from the left-side main menu. 2. Click ...
Conference Tracker - How do I quickly update all of my staff if something arises?
Staff Messaging allows conference organizers to quickly send messages to all staff members operating a device with the Conference Tracker app installed. Operators must be logged into the app and have push notifications turned on for this feature to ...
Conference Tracker - How do I enable the Online Exhibitor Registration form?
Online Exhibitor Registration enables exhibitors to sign up and pay for the conference online through Conference Tracker. 1. From the Home page, click Basic Information. 2. Click the check box next to Enable Exhibitor Online Registration. 3. Click ...
Conference Tracker - How do I allow my attendees to register for the sessions they want to attend?
Online Attendee Registration must be enabled for this function to work 1. From the Home page, click on Settings 2. Click on the Attendee Registration tab 3. Check mark the box next to Enable online session registration 4. Click Save
Conference Tracker - My QR Code is not appearing on my badge even though I put it on the design! How do I fix this?
This usually happens when the attendee that is being printed does not have a card number assigned to them. The QR code will only appear when the attendee has a card number. To remedy this, a card number must be assigned to each attendee. 1. From the ...
Conference Tracker - How do I let my attendees know that the Conference Attendee App is available to them?
If the Conference Attendee app is activated on the Conference Tracker account, then the attendees will automatically receive an email with their login information upon being imported into the system. If it is not activated, they will not receive this ...
Conference Tracker - How do I allow open commenting on my Session Evaluations?
Open Commenting allows attendees to write their feelings on a session rather than rating it on a 1 to 5 scale. 1. From the Home page, click on Session Evaluation 2. Click on General Configuration 3. Check mark the box next to Allow Open Comments 4. ...
Conference Tracker - How do I create questions for my Session Specific Survey?
1. Click on Session Evaluation from the Home page. 2. Click on Customize Session Survey 3. Using the search field, look for the session that the questions will be made for. 4. Select the session from the drop down menu that appears. 5. Click ...
Conference Tracker - How do I create questions for my Default Session Evaluation survey?
1. Click on Session Evaluation from the Home page. 2. Click on Customize Default Survey 3. Each text field is a question. Change the questions to fit the conferences' needs. Remember that questions can only be answered based on a 1 to 5 star rating ...
Conference Tracker - How do I get the link to share with my Exhibitors for them to register for my conference?
This link will only work if Enable Online Exhibitor Registration is activated in Basic Information. 1. From the Home page, click on Exhibitor Administrator Online Registration 2. Click on Share 3. Copy the link under Send the Link and paste it the ...
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