Release Notes Visit 5.3

Visit Create

Event

We have reintroduced matchmaking based on labels. You can assign labels to profile, products, answers, shop items, and activities. Exhibitors can also label their products, enhancing their visibility and attracting the right audience. This enables targeted matchmaking, connecting users with similar interests, preferences, or requirements.

Duplicate email check, including guests – we’ve added the option to check duplicate email addresses, including those of invited guests. Registrants who try to enter an email address already existing in Visit Create can choose to receive an email that will enable them to continue or amend their registration.

Event Agenda

We’ve added several enhancements to help you create and manage your event agenda more easily. You can now:

• View, sort, and manage all activities by various criteria through a user-friendly interface
• Limit activities based on capacity
• Add Stream URLs for live streaming
• Mark activities as open, sign-up, or fee
• Add supporting materials to activities, similar to the profile and products digital content that you can add for exhibitors. You can also define whether these materials are publicly available or only to attendees who registered for the session.
• Add activity leaders with predefined roles (such as moderator, panelist, presenter, facilitator, guest), and add their biography in the Visitor section in Service Centre
• Manage activity registrations
• Capture more data points for activities
• Manage activity-related locations. You can define a name, capacity, and zone/region/hall for each location.
• Add “non-bookable” events to your agenda. These are placeholders for breaks like coffee or lunch that add structure to the agenda. You can assign them to one or all locations and streams. You can also specify the title, start time, duration, and eligible registration types for each placeholder. Your attendees will see them on their calendar or location view. This will help them plan their day and stay on track.

Shop

We have improved reporting on partial refunds, both in Visit Create and in the API, to help you have a clearer overview of the refunded items and amounts, and enable you to perform automated invoicing. 

Transaction costs per shop item bought – we’ve added a new setting at shop configuration level which allows the calculation of transaction costs per purchased ticket.

Access Control

You now have more flexibility to manage the sign-ups and capacities for activities with just a few settings. For example, you have the option to use location settings for activities or set up different capacities, define paid, free (open access) or free (can sign up = reserve a seat) activities, and determine which registration types can see and register for a specific activity in their agenda, and much more.

Design

Digital Content – We’ve redesigned the editor for profile and products to make it more user-friendly and consistent with the display mode in both Connect and Discover. You can now see how the company profile or products will look for visitors as you edit it. We’ve also added a banner option for products to make them stand out.

We’ve added a new section called Color palette, where you have the ability to define one or multiple sets of base and accent colors that you can then use across various places in Visit Create.

Visit Intelligence

We have added UTM code analysis to the Intelligence dashboard, offering you more control and insights into your marketing campaigns. The following are the five UTM codes available, allowing to be customised and track your traffic effectively:

1. Traffic Source (UTM_Source): By using the source parameter, you can precisely determine the origin of your traffic. UTM_Source enables you to identify which social accounts or platforms are generating the most attention. For example: &utm_source=Instagram
2. Medium (UTM_Medium): The Medium parameter tracks what kind of content your visitor came to you from. It provides valuable insights into the effectiveness of your different marketing efforts. For example: &utm_medium=social
3. Campaign Name (UTM_Campaign): With the campaign name option, you can evaluate the performance of specific strategies within your marketing plans. It allows you to compare and analyse the impact of different campaigns. For example: &utm_campaign=facebook-campaign-1
4. Content (UTM_Content): When you have multiple links directing users to the same URL, the content parameter allows you to identify which specific link is driving the most traffic. This helps you measure the effectiveness of various content options. For example: &utm_content=linkoption
5. Keyword Term (UTM_Term): The term parameter helps you track which keywords or search terms are leading visitors to your website. It provides valuable insights into your organic search performance and SEO efforts. For example: &utm_term=what-is-a-utm-code

Dynamic fields

We’ve added two new dynamic fields to add more flexibility in displaying information:

• #action_code_prefix# – will display the prefix action code. This will allow you to check visitor-related information, so it is easier for you to assist them on-site.
• #order_individual_price_incl# – displays prices including VAT. This is particularly helpful for B2C events where published prices must include VAT.

Integrations

Gleanin will be replaced by GleaninX as it allows more flexibility.

API

• We have added ‘read only’ property to API keys. Many use cases only require reading data from our systems, therefore POST, PUT, and DELETE requests will be blocked in this instance. Existing keys are going to be assigned this property (read-only) unless they have historically been used to submit PUT/POST requests.
• Refunds in the JSON API – including partial – are now supported and represented in the API.

Check-in

Screen display duplication

We have modified the Check-in display, so that the laptop screen is duplicated on attached external monitors, instead of extended. To ensure the best appearance, the resolution of the connected screen is taken as primary.

Engagement tools

We have added various new tools and improvements to existing features to make the event experience even more engaging and worthwhile, for both exhibitors and attendees. Some of these are only available upon request for now, so please contact your account manager if you wish to be granted access to the new suite of engagement tools.

Visit Connect

Exhibitors can now label their products, so that the matchmaking algorithm can suggest relevant and meaningful connections, thus increasing their visibility and attracting potential customers who align with their offerings.

Several improvements were added to meetings and messaging:

Request meeting button is only displayed if the exhibitor has available timeslots.

The inbox time zone is now adjusted to reflect the user’s current time zone.

Exhibitors can share their products with attendees via Messaging. This helps distribute documents, brochures, and other materials for better engagement and information.

Users have the option to permanently delete archived messages.

Visit Discover

Agenda / What’s on

• Event agenda has been renamed to What’s on and allows users to sort activities by track and location and filter them
• Visitors can now sign-up for free-of-charge activities directly within the app. This will add it as an item to their agenda. For chargeable activities, they will be redirected to the shop. If an activity has no available seats left, registration will not be allowed. Also, visitors now have the option to cancel their registration from the free activities they signed up for, thus allowing others to join in their place.

• We’ve added the ability for users to mark an activity as favorite, without signing up for it. This will highlight the item on the event agenda and add a filtering option. However, it will not add the item to their personal agenda.
• We now display all the details of the activities, including leaders, link to exhibiting sponsors (where relevant), etc. Accessing information about the leaders will show their biography and other details, as well as links to their exhibiting company (if relevant) and other sessions they are leading in.
• Now, you have the option to display information about an activity’s capacity status, indicating if it is full or nearing capacity. With the flexibility to set a threshold percentage, you can customise when this information is displayed to attendees. Visitors have the option to:

1. favorite
2. register (if free)
3. access a link to a shop registration form (if paid)

• We added a location view, which displays the agenda by day, with a column for each of the locations – so that concurrent activities can be seen clearly side by side.

• Users now have an improved agenda overview, to enjoy an even more personalised event journey. They can:

1. Get an overview of relevant agenda items based on their registration type.
2. Choose between card and list view options.
3. View items sorted in chronological order, grouped by day.
4. View essential details: title, type, location, and times.
5. Optionally display leaders and category/tag.
6. Quickly identify favorites and registrations.
7. Filter by date, location, category/tag, type, or favorites.
8. Search by title or description.

Dashboard

We’ve added more options to personalise the Discover dashboard. You can now add tiles of various sizes and change their layout on the screen to draw attention to the ones you wish to make more visible. Tiles are shortcuts to sections of the Visit Discover menu, such as Event info, Digital badge, Agenda, etc.

A new tab called Connections was added to the Exhibitors section, where users can see the exhibitors they interacted with (by becoming their lead).