Relevant Links
Why and What? [Before Reading More]
Decisions and Setup [Pre Event]
- Setup the Basics
- Configure the Journey
- Enhance the Experience
Train Onsite Stakeholders [Pre Event] → See Train Attendees, Exhibitors and Staff for Hopin Onsite
Troubleshooting [Event Days]
- For Software Troubleshooting, see How to Troubleshoot Hopin Onsite
- For Hardware Troubleshooting, see Hardware Compatibility for Hopin Onsite
Reporting [Post Event] → See Report for Hopin Onsite Solutions
Suggestions to improve our guide? Please submit them via this form and we will see what we can do! Feedback is always welcome! Thank you!
Why and What? [Before Reading More]
What? – This guide helps you understand how to Track Segment Attendance Onsite by leveraging Hopin Onsite’s Segment Scanning functionality. Hopin Onsite is a paid add-on offered at Growth plans and up. Please contact your AE if you are looking to add the functionality.
Why would I use it?
- Measure ROI
- Understand Active Attendance in a Room or Area
- Compliance
- Capacity Tracking for Safety Protocols
- Access Control / Security Scanning
- VIP Area Access
- Sharing Onsite Attendee Information among Staff
- Continuing Education Credit Tracking
- Exhibitor Areas (Note: Does NOT enable Lead Retrieval! Those features help exhibitors manage leads and require a license for each booth.)
- Any other reason you can think of for tracking attendance or attendee information onsite for a portion of the event.
Decisions and Setup [Pre Event]
Setup the Basics
Step 1 → Create the Event Creating a Hybrid event OR Creating an Onsite event
Step 2 → Configure Global Registration Settings Setting up the event registration details and waitlist
Step 3 → Create Ticket Types How to create tickets
Step 4 → Add Attendees → Use 1 or more of the below options!
- Setup Hopin’s Registration How to create a registration form
- Bulk Upload [requires Onsite Add-on or Advanced Plan] – Add attendees from wherever you may have received your list. How to bulk upload registrants
- Magic Links [requires Advanced Plan] – Invite attendees to auto-register from wherever you may have received your list. How to create and use Magic Links
Configure the Journey
Step 1 → Decide on Check-in Areas Creating and managing Onsite Check in areas
Decisions you will make:
- Will you have multiple Check In Areas?
- Check In Area Name(s)
- How will staff receive the code for setup?
Step 2 → Add your Segment Schedule How to create a Schedule for an event
Decisions you will make:
- Segment Name
- Segment Format (ie: Hybrid or Onsite)
- Visibility/Access (How to show/hide schedule segments based on ticket type)
- Onsite room
- Onsite capacity (optional)
Step 3 → Determine if Segment Override will be On or Off – Overriding attendance
Step 4 → Determine if Segment Auto Registration will be On or Off – Automatic Registration
Enhance the Experience
Would you like to add a Floor Plan? (max of 10) How to add floor plans to your event
Decisions you will make:
- Name of Floor / Area / Building
- Image (PNG, JPG or PDF)