Configuring Meeting Products for Mobile Events

Meeting products configured for the mobile application appear in the Events module. Users can drill down into meeting session products such as conferences, webinars, and workshops when viewing a specific event through the mobile application.

Note.pngWithout the eBusiness control, users will only see the Buy Now and Donate Now options, if they have a credit card on record.

For meeting products to appear in the Events module, the meeting product must have an active e-Business control and an active mobile control by meeting the following requirements in the Personify back office:

·            Product Area = Meeting Subsystem

·            Product Type = Meeting or Break-Out Session

·            Product Status = Active

·            Available from = a past date or today's date

·            Available thru = null, today's date, or future date

·            Web Display Begin Date = less than or equal to today's date

·            Web Display End Date = null or greater than today's date

·            Web Enabled Rate = selected

·            Mobile Begin Date = less than or equal to today's date

·            Mobile End Date = null or greater than today's date

·            Available to Order = selected

 

If a user has a credit card on file, he or she can register for the event directly from their mobile device.

To configure a meeting product for registration on Personify Mobile:

1.    From the Personify main toolbar, select Products > Product Central.
The Product Maintenance search screen displays, as shown below.
Product_Maintenance_search.png

2.    Click Create New Product or select "Meeting Subsystem" from the Product Area drop-down and click Search.

3.    Select the product you want to display on the mobile application and click Select Product.
The product displays on the General Setup screen, as shown below.
General_Setup_mtg.png

4.    From the Options section, ensure that the Available to Order checkbox is selected.

5.    Ensure the product has a Product Status of “Active".

Note.pngFor a meeting product to be listed in the Events module, it must meet the availability requirements in the back office first. Any product with a “Cancelled", “Discontinued", or “Inactive" status in the back office will not display in the Events module regardless of your mobile control settings.

6.    Ensure that the Available from date is today or a date in the past AND is today or after the first "Web Display Dates" on the eBusiness Control screen (see step 11) and the "From" date on the Mobile Control screen (see step 14).

Note.pngYou can also setup a product for future availability by setting the Available from field to a future date.

7.    Ensure that the Available thru date is null, today's date, or a future date AND is today or before the second "Web Display Dates" on the eBusiness Control screen (see step 11) and the "To" date on the Mobile Control screen (see step 14).

Note.pngIn other words, the Available from and thru dates must fall between the e-Business control and mobile control dates.

8.    Ensure that the Last Registration date is today or a date in the future.

9.    From the Product Definition task category, ensure that a green checkmark displays next to the Validate Setup task. If not, please see Validating a Meeting Product Setup for more information on validating the product setup.

10.  From the Product Definition task category, click Define Rates and Pricing.
The Rates and Pricing screen displays, as shown below.
Rates_and_Pricing_fnd.png

11.  Ensure that at least one Rate Structure/Rate Code has the Web Enabled Rate checkbox selected.

Note.pngStandard e-Business rules apply for products.

12.  From the eBusiness Links task category, click eBusiness Control.
The eBusiness Control screen displays, as shown below.
eBusiness_Control_mtg.png

13.  Ensure that the Display on Web and Add to Cart checkboxes are selected.

14.  Ensure that the first Web Display Dates date is today or a day in the past.

15.  Ensure that the second Web Display Dates date is null, today's date, or a future date.

16.  From the eBusiness Links task category, click Mobile Control.
The Product Mobile Control screen displays for you to enter the mobile-specific values.
Mobile_Control_mtg.png

17.  From the Select Dates section, select the From date as today or a date in the past.

18.  If necessary, select the To date as today or a future date.
The product only appears in the Mobile Store during these dates.

19.  If you would like to enter a product image to be displayed on the Event Details screen in the Mobile Events module, from the Select Images section, click Browse and select the image from your database.
The application automatically resizes the second image.

Note.pngImages do NOT display for conferences/session.

20.  If desired, enter a short description in the Short description field to be displayed on the Product Details screen.

Note.pngIf you want to include a date in the Short description field, make sure to use the following format: xx-xx-xxxx. The Personify Mobile application will NOT render dates in the following format: xx/xx/xxxx.

21.  If desired, enter a long description in the Long description field.
This description is for recording purposes only mobile users will not see this anywhere.

22.  Click Save.
The product will now appear for purchase in the mobile store based on the product's availability and the dates you entered.