The below are some essential checklists you would want to go through BEFORE setup day for your event to ensure the setup is smooth!
Any Hybrid or Onsite Event
Have you…
Step 1 → Created the Event Creating a Hybrid event OR Creating an Onsite event
Step 2 → Configured Global Registration Settings Setting up the event registration details and waitlist
Step 3 → Created Ticket Types How to create tickets
Step 4 → Added Attendees → Use 1 or more of: Setup Hopin’s Registration How to create a registration form OR Bulk Upload How to bulk upload registrants OR Magic Links How to create and use Magic Links
Step 5 (optional) → Added Floor Plans (max of 10) How to add floor plans to your event
Step 6 (optional) → Decided on In-person Logistics Services (ie: staffing, hardware and consumables) Comparing Options for In-person Logistics Services
Specific Checklists by Solution
Ensure you can confirm all of the below is completed BEFORE Set up Day!
Check In
Track Event Attendance Onsite with Check In
- Step 1 → Are Check-in Areas setup? Creating and managing Onsite Check in areas
- Step 2 → Is the Check In Journey decided? Staff-led Check In can be tested Using the Hopin Organizer App
IF attendees self-serve check in using Kiosk Mode, then…
- Step 3 (optional) → Is any signature collection setup? How to setup signature collection for your event
- Step 4 → Is the Kiosk Mode journey tested fully? How to set up Kiosk Mode
Segment Check In
Track Segment Attendance Onsite with Segment Check In
- Step 1 → Are Check-in Areas setup? Creating and managing Onsite Check in areas
- Step 2 → Are the Onsite Segments Added accurately to the Schedule?
Lead Retrieval
Offer Exhibitors Tracking Onsite with Lead Retrieval
- Step 1 → Are Licenses Purchased? – Please contact your Hopin AE to obtain a quote.
- Step 2 → Are the Booths Created? – Use 1 of Bulk Upload How to upload a list of Exhibitors OR One at a time Expo Tutorial
- Step 3 → Are Exhibitors Invited? How to invite Exhibitors to set up and manage an Expo Booth
- Step 4 → Are Licenses Assigned? How to enable and assign Lead Retrieval Credits
- Step 5 → Are Exhibitors Trained and Booths Setup? – We recommend sending exhibitors Setting up an Expo Booth as an Exhibitor.
Badge Printing
Streamline Badge Production with On-demand Badge Printing
- Step 1 → Is the Printer Determined? – Use 1 of Integrated Printers (No Laptop Required) OR Other Printers (Laptop Required) Hardware Compatibility for Hopin Onsite.
- Step 2 → Are the Badge Types Created? How to create a badge
- Step 3 → Are the Badge Designs Created? How to use the badge designer
- Step 4 → Have you tested the Printing journey? How to setup Badge Printing for an Onsite Event