Guidebook FAQs

In This Article

Creating an account

Managing Your account

Benefits of an account

Deleting your account

At its very core, a user account is a profile one can use to access the Guidebook app and other apps powered by the Guidebook platform. The account is comprised of a profile picture, first and last name, phone number, gender (with the option of "No Response"), an email address (depending on how you sign up), and any tethered Facebook, Twitter, LinkedIn, or Google+ accounts.

Profile information, beyond the profile picture, first/last name, and company/position is completely private. These details are only shared through opt-in usage of the Attendees Module (Article on the Attendees Module here).

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Creating an Account and Logging In

Whether youre looking to log in or whether youre looking to create a new account, the process is the same.

iOS and Android: Open your Guidebook (or Guidebook powered) app on the iOS/Android device and tap the blank profile image in the top right. To log in with an existing account, click on the "Log in" portion of "Already have an account? Log in" and provide your email address and password.

To create a new account, click Sign up with Facebook or Sign up with Email, or you can choose one of the "More ways to sign up" at the bottom of the screen. Remember: app passwords must be at least 8 characters in length and contain at least one number.

iOS Below

Android below

Refer to this article if you have any trouble logging in or cannot remember your password.

Managing Your Account

Onceyou'vecreated your user account, you can modify your profile details to your hearts content. To edit your account, follow the steps below:

Log in (see the previous section for instructions on how to log in for each device)

Click your profile from within the contextual menu on iOS and Android. On Guidebook Web, youll need to click the top right dropdown menu, and choose "My Profile".

Within your profile, you may now edit your name, company/position, email address, phone, website, tethered social media accounts, profile picture, cover image, gender, and your password.

If you would like to change the email address you use to log into your account, you can do so by logging into Guidebook Builder. Click on your Account at the top right-hand side, select Manage your Account and then enter the new email address you would like to use in the email field and save.

Benefits of a Guidebook Account

We strongly encourage users to create accounts many cool and useful features require user accounts, and our development team will continue to produce User Account-centric features down the line. Find an annotated list of some of the advantages below:

Attendee Networking : A user account is required to check in to the app, connect with your peers, and send messages to other users.

Syncing My Schedule and To-Do List Data Across Devices: If you log in to your user account and proceed to populate your personalized My Schedule and To-Do list features, this data will be stored to your profile. Log in to your account on any other device, download your guide, and youll find your My Schedule/To-Do List information already loaded into your guide.

Session Registration : Some guides employ limits on session attendance. You will need a user account in order to sign-up for sessions or to join session waitlists.

Interact Feed: A user account is required to post on the Interact feed.

Photo Album: A user account is required to upload photos to a guide.

Deleting Your Account

If you would like to delete your account with Guidebook you can read more about this process here. If you would like to update your personal data or have any further questions, you can reach us at .

In This Article

Viewing your metrics

Guide trends (definitions)

Guide insights

Guide engagement

Exporting your metrics

You can use Metrics to measure guide downloads and various usage data. Used properly, theMetrics Dashboard can help you answer questions like:Do people use my guide, and do they keep coming back? How can I improve my guide layout for the future? Should I adjust my promotion strategy?

In this article, well take a look at the different guide actions that are recorded.

For a more in-depth look at how you can interpretyour guide metrics, read part II of our series on Guidebook metrics.

Viewing Your Metrics

Guide metrics can be viewed and exported from the metrics section of the guide dashboard. Your Metrics Dashboard will be broken down into two sections: Trends and Insights.By default, the metrics will be based on a two week time period. Make sureto adjust the date range in the top right corner of the page to include the entire time period for which youre trying to collect data.

Promote

Note: On the guide dashboard, youll see a prominently displayed number in the Audience management section. This number correlates to the number of logged-in users who have accessed your guide at least once. Youll find more information in our Audience Management article.

After we crunch some numbers, youll see your metrics dashboard. The metrics dashboardis broken down into two tabs: Trends and Insights. Within each categoryyoull see a number of different data points, generally with a top level number highlighting a quick takeaway.

Guide Trends

Note:Unless otherwisespecified, these metrics do not include usage from Guidebook Web.

Guide Downloads This section will tell you how many times your guide has been downloaded onto a device. Guide previews will count towards this number. Make sure to adjust your date range for an accurate measure.

Guide Sessions A guide session occurs each time a user opens up the guide on their mobile device. Here you'll see the total number of times this has occurred.

Unique Guide Users (max) The top-level number for this section will tell you the greatest number of unique users that used your guide in a single time period. Clicking on this section to reveal more details will show you the number of unique users over time. Thetime period used will depend on the date range selected in the upper right corner it may be as small as a day, or as large as a month if your date range spans many years.

Guide sessions per-user This represents the total number of times a single user accessed your guide in a given time bucket. Depending on the size of date range you selected, the time bucketwill either be one day or one month.

Typical session duration Measured in seconds, this is the theaverage length of time a user spends in your guide in a single session.

Total time spent in guide Here youll see the total amount of time spent in your guide, measured to the nearest tenth of a day.

Web sessions (this module measures usage of Guidebook Web) Total number of times your guide was visited via web browser. A session begins when a user visits the webpage, and ends when they navigate away from the page. This does not measure unique users, so the same page on two tabs will count as two sessions.

Menu item launches The total number of times your users have tapped on a guide module in the navigation drawer. This willinclude items such as pinned list items or schedule tracks.

Schedule session views This lists the total number of views forall schedule sessionsin your guide.

List item views Here youll see the aggregatenumber of times all users have tapped on list items within your guide. All custom lists are used for this metric.

Check-ins Within the Attendees module, users can elect to check in to your guide. This module displays the number of users who have checked in. Clicking on this section reveals agraph showing check-ins over time.

Guide Insights

Guide downloads by OS This is a simple breakdown of downloads by platform: iOS or Android. Note: Due to a switch in the way that Guidebook collects metrics info, you may see iPhone OS listedalong withiOS/Android downloads. Downloads listed as iPhone OS should be considered iOS downloads. This is not an indication that an iPhone, rather than an iPad, performed the guide download.

Guide downloads by acquisition method This reports the guide discovery method, or rather How didpeople find and download your guide?

Browse: Your guide was downloaded after tapping the View all > button.

Bundled: If you have a single-guide Branded app, your guide is bundled with the app download. Youll likely see the majority of your downloads here.

Code: A passphrase was used to discover your guide.

Link: This means that your user was directed to your guide through a specialGuidebook URL. Most commonly, this occurs when a person has already downloaded the multi-guide app whichcontains your guide visits your landing page. There theyll see a special Already have the app? Open the guide now. link that takes them right to the guide.

One_step: If your guide lives in a multi-guideapp, you can link to your cover page (found in the section and on your Guide Dashboard). From your cover page, your users will be able to download and install the app. After the app is launched, theyll automatically be prompted to download your guide and their download will be recorded in this category.

Recommended: If access to device location services has been allowed by the user, there will be a special category on the home screen that shows guides that have a nearby guide location.

Restore: When a person restores their iOS device from a backup, it will reinstall all apps and app data that were previously on the device. When the Guidebook app (or your own Branded app) is launched after performing a device restore, users will beasked if theywould like to re-download theirpreviously saved guides. If they tap yes, those downloads will be categorized as restore.

Root: Your guide was downloaded from the home page of the app.

Search: Your guide was found using the search box on the Find Guides tab of a multi-guide app.

Scan: A QR code was scanned to discover your guide.

Undefined: Generally, this means that a download was started, but not completed. This could be a result of a user cancelling the download ora poor network connection.

Guide downloads by location This section will display a breakdown of the approximate geographic location of the device that requested a guide download. Guidebook does not use GPS to capture the download location. Instead, we use the location provided by the IP address of the device. This location is only accurate to the nearest city or town.

Top menu items launched Here youll see which menu modules were launched out frequently. Any item pinned to the menu, such as a list item or schedule track, may display in this section.

Top viewed schedule sessions This section will show you the most frequently viewed sessions in your schedule.

Top viewed custom list items This section will show you which list items were most frequently viewed, across all of the custom lists present in your guide.

Top scheduled events This section displays a bar graph, showing which schedule sessions were most frequently added to the My Schedule module. A session with allow check-in disabled will not display here.

Top items added to To-Do List Only if your guide contains a To-Do module will you see any data in this section. Here youll see which custom list items were most frequently added to the To-Do module by users.

Sponsor impressions The number of times banner ads were displayed to users.

Sponsor taps The number of times banner ads were tapped by users.

GuideEngagement

Interact Feed Views Total views to the Interact feed

Unique Interact Feed Views (max) The greatest number of unique Interact views in a single time period. Clicking on this section to reveal more details will show you the number of views over time. Thetime period used will depend on the date range selected in the upper right cornerit may be as small as a day, or as large as a month if your date range spans many years.

Interact Feed Posts Total posts to the Interact feed

Chat Messages Sent Total messages sent using the one to one messaging feature.

Successful ConnectionsTotal successful connections made by users in your guide.

Interact Feed CommentsTotal number of comments to Interact posts.

Interact Feed Card LikesTotal likes to Interact posts.

Most Common Card Interactions This reports the most common interactions within the Interact feed:

Attendees View: Tap the "View All Attendees" button to access the Attendees feature.

User Profile View:Tap into a users profile to see more information, chat, or connect.

Check in:A user taps the check in button to be added to the Attendees feature.

Session/Sponsor/Photo/etc View: Tap the button to access the Session details, Sponsor details, Photo detail, etc. Tapping into an item to see more information.

Exporting Your Metrics

While youre able to export guide data (such as the schedule) from the Advanced Tools menu, located on the guide dashboard, you can only export metrics data from the metricsdashboard. Before exporting your metrics, make sure to adjust the date range so your export includes the data you need.

There are two forms to choosefrom whenexporting your data:

A pre-generated graph: Saved in PNG, JPG, or PDF format.

A spreadsheet with the raw numbers: Saved in CSV or XLSX format.

To export a spreadsheet containing raw metrics data, click onthe Export Data option in the dropdown menu in the upper left corner of the page. Next,select the metricsyoure interested in. A CSV file will be emailed to you, containing all data for the selected category.

Note: It will not be possible to export all metrics in a single document. Well send you a separate spreadsheetfor each metric selected.

If youdlike to download a pre-generated graph, rather than creating your own, youll be able to do that by clicking on the download button, located in the upper right corner of each metric section. You may also download a CSV or XLSX spreadsheet from the same location.

In This Article

User Adoption

User Engagement

By looking closely at your guide metrics, you'll be able to evaluate your promotional strategy, your guide layout, and whether people continued to use your guide after they downloaded it. You can view your guide metrics at any time by heading to your guide dashboard.

Note: by default, metrics will only show information from the past two weeks. You should adjust the date range (in the upper right corner of the page) to include the entire time that your guide was published and accessible to users.

Guide metrics can be broken down into two top-level categories:

User Adoption

User Engagement

If you are looking for additional tools to measure User engagement and/or track specific User activities in your guide, click here to learn about Audience Insights.

User Adoption

User adoption is the measure of the number of users who have downloaded and accessed your guide, out of your total audience size. Your user adoption rate is heavily influenced by your promotion strategy, and by how easy you've madeit for people to accessyour guide.

Aim high: for most events, a 70% adoption rate is a good starting goal, and a 100% adoption rate is feasible.

By looking at your adoption rate as the start of your event nears, you can see if your current promotion strategy is effective, and make adjustments if necessary. In general, you want people to download your guide at least two weeks before your event.

For an interesting "deep dive" on how you can improve your guide download numbers, using real-world examples, check out this article written by Patrick McNally, head of Guidebook R&D.

What metrics measureuser adoption?

Guide Downloads

Guide Downloads by Acquisition Method

Guide Downloads by Location

GuideDownloads

Surveys:

Guidepromotion started Dec 30, the event started on Jan 15

Guide downloads will show you the total number of downloads over your selected date range. By clicking on this section, you'll be able to bring up a graph showing the number of downloads per day. You can use this graph to see if your promotional efforts are working; you should see an immediate spike in downloads after people learn about your guide. If you send out an email announcing your guide, yet downloads remain flat, perhaps the instructions weren't clear!

GuideDownloads byAcquisition Method

Most people found this public guide on the homepage of aBranded app

Guide downloads by acquisitionmethod tells you how people "discovered" your guide for download. If you use different methods for different promotional efforts, you'll be able to see how effective they were. Perhaps you created a promo poster with a QR code, and stationed it at the entrance to your event. If all of your downloads came from the landing page link included on your email campaign two weeks prior, you'll know that the poster was unnecessary.

For explanations of the different download statistics, see Part 1's Guide Insights section here.

GuideDownloads by Location

It's important that people learn about your guide before they show up for your event. People should be excited to attend, and downloading a well-crafted guide a few weeks out helps to build a sense of anticipation. A large portion of schedule building occurs within the first hour after a guide is downloaded, regardless of whetherthe download occurs the day an event starts or six days prior. Giving people the chance to access your guide early means they willbe more likely to spend time in it later.

If you look at your downloads by location and see that the majority of downloads occur in the same place as your event, that may meanthat people only downloaded your guide afterthey'd alreadyarrived!

How can I improve my user adoption?

The biggest differentiating factor between a low adoption rateand a high adoption rate is your promotional strategy.

Begin promoting your guide at least four weeks before your event starts.

Ensure that it's easy for people to download your guide by including a link to your landing page.

Make your guidethego-to source of information for the event. If your schedule or speakerschange, make sure you update your guide.

For more tips and tricks, read our article on guide promotion, or our whitepaper on best practices.

User Engagement

User engagement is a measure of how much time users spend in your guide, and how many actions they take. By looking at the time spent in your guide, you'll be able to determine whether people found the guide information to be useful.A high adoption rate is meaningless without a correspondingly good user engagement rate. If all of your attendees download your guide, but only open it once, was all the time and effort you spent building out the guide worthwhile?

If you are looking for additional tools to measure User engagement or track specific user activities in your guide, click here to learn about Audience Insights.

What metrics measureuser engagement?

Guide Sessions

Unique Guide Users

Guide Sessions per User

Guide Sessions

The Guide Sessions metric measures how many times your guide is launched. A higher number of guide sessions indicates that users returned over and over again. This in turn, indicates that people found your guide useful. This gives you a good sense of overall usage.

Unique Guide Users

Unique Guide Users will show you a graph of how manyunique devices accessed your guide on each day of your selected date range. The top-level number for this section will display the greatest number of unique users froma single dayperiod.

Guide Sessions Per User

Guide Sessions Per User shows the average number of sessions per unique user. While the totalnumber of guide sessions will give you a great sense of overall usage, Guide Sessions Per User tells you more about how frequently one individual might use your guide. Look for this number to spike when downloads begin, and then again when your event starts.

How can I improve my user engagement?

Aside from having a great guide, there are a few awesome Guidebook features which you can utilize to drive user engagement:

Interact: The Interact module acts as an in-guide news feed, showing recent posts, pictures, and upcoming popular sessions.

Messaging: Allows people to send private messages to other attendees. Messaging is a great way for people to network and build relationships with other attendees.

QR Game: Adding a QR game is a fun way to increase engagement, or even increase attendee awareness of your event sponsors! Pro tip: Try placing the QR codes in the booths of your sponsors.

Push Notifications: Using push notifications can increase awareness of key events. Just be careful not to overdo it! Sending too many push notifications can have the opposite effect; users will disable notificationsentirely. You can read an awesome article with real-world examples from our blog here.

You can use surveys for speaker Q&A, or to gather feedback from your attendees to improve future events.

We are excited to announce the launch of our new and improved survey feature! With this improvement comes the new survey purpose (which determines where the survey will show up in the guide), new question types, the ability to clone survey questions and much more. In this article, we will discuss what makes up a survey.

Branded apps will require an app store update before you can take advantage of the new survey tools. Please reach out to our support team, or your account manager, to ensure that your app is compatible before converting to the new version in Builder.

Creating your Survey

To begin, navigate to the Surveys & Polls section of your guide's dashboard. Then, click on the blue Create a survey button in the upper left hand corner. From here you can name the survey and supply additional basic details, like a 'call to action' and 'description' (we like to think of these two as the 'sub-title' and 'introduction' to your survey).

Now that weve created a survey, we can walk through all of the new components.

Survey Purpose

One of the most important aspects of the new survey feature is the survey purpose, as it directly influences where the survey can be found within your guide. There are three different options that you can choose from when selecting your survey purpose:

Create a Menu Item Survey: Choosing this option will add the Feedback icon to your guides main menu, with the survey attached.

Create a Schedule Survey:After choosing a Schedule Survey, you will be given three additional options:

Create a single survey that will be associated with every session in your guides schedule.

Create a survey that is associated with all sessions of a specific schedule track.

Create a survey for a single, specific schedule session.

Create a Custom List Survey:When choosing a custom list survey, you will be given two options:

Associate the survey with all the items in a single custom list.

Attach the survey to a specific item within a custom list.

Note: After your survey has been created, changing the Survey Purpose will result in the loss of all existing responses.

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Question Editor

When setting up your questions, you can elect to create new questions or you can reuse questions from an existing survey. When you choose to reuse questions from an existing survey, it will take a moment to clone those questions into the new survey.

The types of questions that are available are as follows:

Multiple Choice: The user selects one answer from the choices given.

Dropdown:The user selects an answer from the choices given in a dropdown menu.

Checkbox: The user is allowed to select answers based on the requirements set (No limit, exact number, or minimum number)

Branching Path:Branching Paths are a new type of question that will allow additional questions based on the answer that the user has provided. For each answer choice, you can select to Do nothing or Send to question branch.

Sliding Scale: The user gives a rating on the numeric scale you set.

Free Response (long): The user has a larger amount of space to type in a response.

Free Response (short): The user has a smaller amount of space to type in a response.

Grid: The Grid question type allows for multiple questions with the same set of answers, through Question Rows and Answer columns.

When creating your questions, please refrain from asking users for personally identifiable information (e.g. first name, last name, email address, etc.). The system will capture that information from users who are logged in and have opted into privacy data sharing.

Submission Options

Single Submit No revisions allowed:once the user submits the survey, they are not able to edit their responses and cannot submit additional responses.

Single Submit Revisions allowed:users are unable to submit additional survey responses, but are able to revise their submission.

Multiple submissions allowed:users can submit more than one response.

Sign-in Required

Enabling the Sign-in required toggle will require users to login to the guide before they are able to submit a survey response. When users are required to login to take the survey, it ensures that their personal data is captured so you can associate users with submissions (as long as they have consented to sharing their data). If you have Sign-in required toggled on and users are not signed in when they go to complete the survey, they will be met with the following message:

Now that your survey has been created, check out our Survey Life Cycle Management article for information on how to edit, disable or delete your survey.

FAQs

Will I still be able to use the old survey feature in my guide?

For guides that existed before this survey feature improvement release (6/6/2019), you can continue to use the old surveys (for a limited time). As of 6/6/2019, all newly created guides will only be able to use the new and improved survey feature.

If I switch from my existing survey to the new survey feature, is there a way to switch back?

Converting your legacy survey to the new survey feature is permanent and cannot be reversed.

Whenever I switched from the old survey feature to the new one, I was sent a file with all of my existing responses. Will this file expire?

Yes, this file will expire within 48 hours. If youdon'tdownload the file, no worries. Reach out to [email protected] and we can work with the developer team to retrieve the data.

When I click into my sessions, I no longer have a Feedback tab. Is the Feedback tab still available for the new version of the Survey feature?

With the new iteration of the Survey feature, the Feedback tab has been removed from individual sessions. All Survey creation/manipulation/linking takes place from the Surveys & Polls section of the dashboard.

I have a question thats not answered here, what should I do?

Please send an email to with your question, were always standing by, ready to help!

In this article, we will discuss managing the life of your survey. Whether you want to disable your survey (so users are no longer able to submit responses) or edit how many times users can submit a response, we have you covered.

Branded apps will require an app store update before you can take advantage of the new survey tools. Please reach out to our support team, or your account manager, to ensure that your app is compatible before converting to the new version in Builder.

Creating a Survey

To get started with creating your survey, please see our Getting Started with Surveys walkthrough.

Editing a Survey

If you need to make edits after your survey has been created, you can certainly do so! All survey fields are editable from the details tab of the survey. However, it's worth noting that there are two actions that will cause existing survey responses to be deleted - changing the survey's purpose or adding/removing/editing the questions. If either of these actions are attempted, Builder will supply a warning message that indicates all existing survey responses will be lost.

Note: If you determine that there is an error in your questions and need to update those, we recommend disabling the survey and leaving it in place to retain your existing survey responses. You can then create a new survey and clone the existing questions into it for submissions going forward.

Disabling a Survey

If you no longer want users to submit survey responses, there is a toggle that will disable the survey immediately (and it does not require you to publish guide updates). Just navigate to the Surveys & Polls section of the dashboard, and then click on the survey you would like to disable. In the top right corner of the page, there is a toggle that allows you to activate and deactivate collecting responses (pictured below). The effects of this toggle are immediate.

Another way to disable your survey is to remove the survey purpose. After removing the purpose, you will need to publish the pending updates for the change to take effect.

Once the survey is no longer collecting responses, the user will see the following message on their mobile device when trying to access the survey:

Deleting a Survey

When viewing the list of your surveys, a survey can be deleted using the gear icon on the right hand side. Please note that deleting your survey is permanent, and cannot be reversed. You will lose all responses associated with the deleted survey. We highly encourage keeping all surveys in your guide if there have been user submissions.

This article provides instructions for an older, deprecated version of Guidebook Survey Tools. If youre using the deprecated survey tools, you should convert your surveys before your next event. By default, any guide started after October 2019 will use the new survey tools.

On your guide dashboard in Builder, you can visit the Surveys area to quickly view survey responses. However, we understand you may want to export your survey response data - especially if you have numerous responses!

In this article, we will cover:

How to Export Survey Responses

How to Filter Data in a Spreadsheet

How to Reformat Your Data

How to Export Survey Responses

From the guide dashboardin Builder, click on the "More Options" ellipsis button () next to your guide title in the upper left. Then click on Export data.

From the page that appears, click on the name of your survey for example, Session Feedback (CSV)

Note: A survey will not appear in this area until at least one response has been recorded.

Builder will email you a link to your spreadsheet.

How to Filter Data in a Spreadsheet

When you first open your exported survey spreadsheet, the responses will be sorted by Question Text. You can filter your data by another column header, though. For example, you may want to sort responses by the session they came from.

Watch this video, or download the "Exporting Responses..." attachment linked at the bottom of this article for help with sorting and/or filtering your survey responses.

How to Reformat Your Data

We understand that the way Builder presents survey data may not be the best way for you to view and manipulate your data. With this in mind, we have created a tool for an alternate format.

Run the Excel macro (attached at the bottom of this page) on your data to reformat your data. The macro takes the survey questions/prompts and makes them the column headers.

Export your survey data.

Download "Excel Macro.xlsm" from this support article. If you see an alert when opening this document, youll want to choose the Enable Macros option so the document can function.

Copy your survey data from the export

Click onto cell A1, and paste your data into the macro spreadsheet.

Click the "Horizontal Form" button in the macro spreadsheet

The Macro will generate a new sheet in the workbook, called "Sheet 1", with your reformatted survey responses. The survey questions/prompts will now be column headers.

This article provides instructions for an older, deprecated version of Guidebook Survey Tools. If youre using the deprecated survey tools, you should convert your surveys before your next event. By default, any guide started after October 2019 will use the new survey tools.

Gathering user feedback is essential for measuring success. With this in mind, Guidebook has a built-in survey creation tool.

Note: Your users will need network connectivity to complete and submit their survey responses.

In this article, we will cover:

How to Set Upa Survey

How to Link a Survey in Your Guide

How to Review Survey Responses

If you are interested in Live Polls for schedule sessions,please see this article instead.

How to Set Upa Survey

Create ASurvey

In Guidebook Builder, open your guide dashboard. Click on the "Polls & Surveys" box. Then click on "Create new..." In the menu that appears, select "Survey".

Click here

Give your survey a name. You may choose to edit the call to action and the description if you would like.

Once you create a Survey, you will arrive at the Summary page.There will be basic metrics about your response rate, as well as some key options.

User Permissions: If you link your survey to multiple items (ie Session Evaluation), make sure to allowmultiple submissions.

Send Email Reports: If you would like to receive an email every time someone responds to this survey with a summary of their response, input the email address(es) here.

Add Questions to a Survey

Click on the "Questions" tab, and then click on "New question". There are a fewdifferent question types availableto you. You can also choose to make questions required or leave them optional.

Multiple Choice: The user selects one answer.

Checkboxes: The user may select as many answers as they would like.

Text: The user has a smaller amount of space to type in a response.

Paragraph: The user has a larger amount of space to type in a response.

Sliding Scale: The user gives a rating on the numeric scale you set (2-10).

Note: Builder will automatically generate subtitle text on Sliding Scale questions, indicating the highest number means the highest rating.

How to Link a Survey in Your Guide

Click the "Links" tab and then click in the search box. Start typing in the name of a schedule session or list item. Then click the checkbox to link your survey to the selectedsession or list item.

Note: This is the manual process for linking. To use a linking template to connect one evaluation to many items simultaneously, click here.

To Add a Survey to the Main Menu of Your Guide:

Go back to the guide-building screen. Click on "Add a new feature" and add a "Feedback" module.

Click on the "Feedback" module and then select the survey you want to appear here.

How to Review Survey Responses

Click the "Responses" tab to view your survey data in Builder.

Export your survey responses to view all of your data in one place and manipulate it as needed for report-generation.for tips on exporting survey data.

This article provides instructions for an older, deprecated version of Guidebook Survey Tools. If youre using the deprecated survey tools, you should convert your surveys before your next event. By default, any guide started after October 2019 will use the new survey tools.

We know how valuable it is to collect feedback from your end-users! Guidebook has built Survey Tools tohelp you quickly set up forms.

Forsession evaluations, we understand you may have one set of questions you would like to ask for each of your sessions. In this article, learn how to quickly link one survey to multiple sessions.

When you export the survey response data, Builder will tell you which session each piece of feedback came from.

Prerequisites

Add your schedule sessions ( how-to )

Create a session feedback survey ( how-to ) Note: Make sure your session options are set to Allow Multiple Submissions

Export your schedule data ( how-to )

Download a schedule sessions linking template ( how-to )

How to Link One Survey to Multiple Sessions

Open your exported schedule data you received from Builder. Copy the Session IDs in column A for all of your sessions that need to be attached to a survey.

Open your Schedule Sessions Linking Template (attached at the bottom of this article if you can't find it in Builder). Then paste thoseSessions IDs into column A of the linking template.

custom list item linking template

In Builder, navigate to the Polls & Surveys section of your guide. Copy the name of your session feedback form.

In your linking template document, paste the name of your survey in the "Form Name" column for each of your sessions.

Save your spreadsheet!

In Builder, navigate to the Schedule module and click on "Data Import / Sync". To the right side of the screen, click on "Select File" under "Import links".

Upload your linking template. You should receive an email from Builder that says "Success!"

To verify your links came through, click on a session, and then click on the "Feedback" tab.

Notes:

If you receive an import error email, make note of the error and visit our troubleshooting article.

You can link a survey to multiple custom list items as well! Just export your custom list, get the list item ID numbers, and use a instead.

In This Article

Quick Info Components

Adding Quick Info Sections

Ordering Quick Info Sections

Using Quick Info

FAQs

In this article, we will explore the Quick Info feature, which is a great way to display key event information for your attendees. There are many different ways to use Quick Info sectionsyou can present just about any textual information you would like. After covering the basics of the feature in this article, we will give a handful of suggestions on how to use Quick Info sections in your guide.

Quick Info Components

Each Quick Info item consists of three components:

An icon (There are 63 different icons to choose from, so you will be sure to find one thats related to your Quick Info section)

Title text

Content text

Adding Quick Info Sections

Quick info can be attached to three types of guide content:

Guide details

Schedule session

Custom list item

To add Quick Info sections, click on the Quick Info tab which can be found in the Guide details section, or individual Schedule Sessions/Custom List items.

Guide Details

Schedule Session

Custom List Item

Ordering Quick Info Sections

If you would like to rearrange your existing Quick Info sections, click and drag the item using the button to the right of the gear as shown below:

You can delete Quick Info sections by clicking the gear icon. Quick Info sections will be displayed in twos in your guide. If you add an odd number of sections, the final section will be displayed the full width of the screen (shown below).

Using Quick Info

Here are some recommended pieces of Quick Info you can include in your guide. Feel free to add any information thats most relevant for your users.

Event Venues Wi-Fi details

Display the Wi-Fi password for your events venue, so your users can connect and access your guide without using up their mobile data.

Exhibit hall hours

Its important for your users to know when the venue opens its doors, as well as when it closes for the evening. You can add the days of the week the venue functions, along with the times.

Accessibility Status

Its crucial to make sure that your attendees with disabilities have a great experience at your event. Using the Quick Info feature, you can let your attendees know how accessible your event is, such as including whether or not the venue is wheelchair accessible.

Lost and Found

If an attendee loses a personal item, they will definitely want to know if it was found and turned in. Including the contact information for the lost and found desk can facilitate this process and ensure that lost items are reunited with their owners.

Parking Info

When visiting an event, your attendees will certainly want to know where they can park. In addition to parking, you can also include park & ride, shuttle, or public transportation information.

FAQs

Q: What is the maximum amount of characters I can have in the Title Text and Content Text?

A: The Title Text can be up to 256 characters and the Content Text up to 1024.

Q: What is the maximum number of Quick Info sections I can have?

A: As of right now, there is a maximum of 8 Quick Info sections for Guide Details, and Schedule Session/Custom List item can have up to 8 Quick Info sections each.

Q: Are hyperlinks supported in the Quick Info sections?

A: Hyperlinks are not currently supported in Quick Info. You can certainly include links, however your user will need to copy the link and paste it in their web browser.

Q: Am I able to format the text in Quick Info?

A: Currently, there is not an option to format text in a Quick Info section.

Q: Can I upload a custom icon for my Quick Info section?

A: Custom icons are not supported for Quick Info at this time.

In This Article

2019

2018

2017

2016

2015

2014

2013

2019

Survey Tools (June 2019) Weve completely rebuilt our survey tools to make it easier for organizers to create surveys and export the resultsand to make sure that attendees have a great experience while filling them out. Read about what weve changed on the Guidebook Blog.

Session Verification(May 2019)Want to know who attended a session? Our new Session Verification feature gives you the ability to scan a QR code to check people into a session, and then later view or export a list of verified attendees. This feature allows you to easily collect accurate data on who attended a session. Learn more about Session Verification.

Guidebook ID(January 2019) Guidebook ID makes it easier for your users to connect. Once they log in theyll be able to scan another users unique QR code to share profile information. Learn more about Guidebook ID.

2018

Quick Info: At-a-glance Information (December 2018) Quick Info allows you to bring relevant pieces of information right to the top of your schedule sessions, custom list items, or general information module. Provide a Wi-Fi password, display registration hours, etc. while still leaving plenty of space for that items description. Learn more about Quick Info.

Cover Pages: A Best-in-Class Web Offering (September 2018) Cover Pages offer a new form of promotional material that is highly personalized and designed to increase guide adoption among your attendees. Take advantage of our easy-to-use tools to highlight important information and give users a taste of what they will find in the guide before downloading. Learn more about Cover Pages.

Home: An Improved App Experience(June 2018) Weve received a ton of great feedback on our Discover App Home update that was released last year, so weve put those ideas into practice. With the updated Home layout, its even easier to browse, find, and download guides. Learn more about App Home.

Privacy Center(May 2018) The Privacy Center allows users to control whether they share their guide usage data or not. Guidebook is GDPR compliant. Learn more about Privacy Center.

Metered Guides (February 2018) Our newest plan level provides the same features available on our flat rate Premium plan with a pay-per-download pricing structure that makes it a great fit for smaller events.

Integrations(January 2018)Take advantage of our out of the box integrationsincluding Eventbrite, Aventri, and Salesforceto make managing content for your event even easier. Learn more about Integrations.

Open API(January 2018) Our Open API uses resource-oriented URLs, standard HTTP response codes, and HTTP verbs to segment different types of requests. The REST API is intended for content management. Learn more about Open API.

2017

Spaces(December 2017) Guidebook Spaces allows clients to have their own branded area of the Guidebook app. Keeping your app up to date while maintaining control over your own theme is now easier than ever. Learn more about Spaces.

Builder Home (October 2017) Weve updated the Builder Home interface to make it easier to navigate between your guides and apps, and manage different accounts. Learn more about Builder Home.

Discover: A New App Home (June 2017) The new Discover app home is a redesigned and optimized home page for your mobile app, which allows you to showcase your brand to give users a more familiar experience, strategically direct users attention to a particular guide for increased adoption, and help users quickly find the content they need.

Audience Insights (May 2017) Understand user engagement and take action. View the engagement levels and in-app actions of your users. Then, take advantage of this data to set up strategic actions and increase your app ROI. Learn more about Audience Insights.

Users and Groups (March 2017) Manage your users for a better onboarding experience. Increase adoption, control access, and gain more insight into your users. Learn more about Users and Groups.

2016

Menu Item Cloning (December 2016) Are you creating multiple apps that have similar information or resources? We now allow you to quickly clone specific features across your guides so you can save time.

Adding Personal Schedule Items (November 2016) Let your attendees add personal appointments to their Guidebook calendar. Instead of having to manage multiple calendars, all of their meetings will be visible in one centralized place.

Mobile Admin (July 2016) Manage your mobile app from your phone. Guide admins can quickly update schedule items and send out important messages, all from your Guidebook app. Learn more about Mobile Admin.

Activity History(May 2016) See at a glance what changes have been made to your guides, and by whom. Quickly navigate to specific sections, and stay on top of the activities of your collaborators. Learn more about Activity History.

Guide Tagging (May 2016) If you are building new guides every week, your dashboard can sometimes get overwhelming. We now allow you to quickly sort and manage your guides using tags. Learn more about Guide Tags.

Single Sign On (April 2016) Single Sign-On (SSO) allows users to log into Guidebook-powered apps using their existing company and/or organization credentials. Read our technical documentation.

Interact (April 2016) A curated feed of relevant content, timely discussions, and interactive networking, to increase engagement and ensure that all partiesevent organizers, sponsors, and of course your attendeesget the most out of your mobile app. Learn more about Interact.

Custom Icons(March 2016) Guidebook now allows you to create your own unique icons within our system; choose from our preset library, andthen modify the colors to match your brand or event palette. Icons can also be found more easily, using tags and filters. Learn more about custom icons.

Group Notifications (March 2016) Need to send out a pushnotification butdon'twant to notify everyone at your event? Use Group Notifications to send out targeted messages to users who have downloaded your guide. Learn more about Group Notifications.

Collaboration Center (February 2016) Save time by inviting speakers and sponsors to fill in their own listing in your event guide (bio, photo, contact details, etc). Learn more about Guide Collaboration.

One-Step Guide Downloads(February2016) New in 2016, users can download their guide in a single step. One-step downloadsmake it mucheasier for you to promoteyour guide and get people to download it, and willmake for happier attendees and higher adoption rates. Learn more about one-step downloads.

One-to-Many Custom List Items(January2016) In Builder, you can now use one custom list item in several different lists. This cuts down on time spentcreating a new item every time it appears in a different list. Check out New in 2016 in the Custom List support article for an illustration.

Preset Schedules(January2016) This new feature allows a guide admin to preset attendees schedules for them. After downloading the app and signing in, attendees will be able to see the schedules the admin has set up for them via the My Schedule module. Learn more about Preset Schedules.

2015

Audio Tours (December 2015) Guidebooknow allows you to create self-guided mobile tours for your campus or venue. You build out the Tours entirely on our Builder, and users can have a great mobile experience when visiting your location. Check out our Tours overview, or read this article to understand how to set one up.

Private Messaging (September 2015) Users now have the ability to message each other within a guide. Simply create an account, check in to the guide, and send a message to anyone else who has checked in. Private messaging works just like texting on your phone, so users will find it easy and intuitive. Check out this support article for more information.

Attendee Management September 2015) Were proud to announce that event organizers are now able to track attendance on any given session in their guide. Attendee Management allows you to set attendance limits and waitlists as well view a guest list to see which attendees have signed up for a particular session. Our support article gives a thorough overview of this exciting feature.

Guidebook Builder (July 2015) Guidebook has released a new content management system, Builder (replacing Guidebook Gears) is a world-classmanagement system aimed at delivering:

A faster, sleeker building experience: With an elegant new look and streamlined workflows, pages will load faster, data will import quicker and everyday building will zoom right along.

Guide templates: Guidebook will anticipate the type of apps you want to make with a library of professionally built templates that will save you even more time on the building process.

Better usage metrics: On a new dashboard, new insights will shine light on audience makeup, event engagement, content interaction and sponsorship engagement.

Date Picker (March 2015) The Schedule module now shows more information in one place. In addition to displaying upcomingevent days,each events track and location information is listed more clearly. Your attendees can now toggle between the main Schedule and their My Schedule informationand even filter events by Track right from the Schedule module.

Guide Discovery (March 2015) Finding and Downloading guides has been elegantly updated so that users can easily redeem, search, and access guides.

2014

Metrics (December 2014) The new Metrics page in Gears has detailed insights on your guides use. Not only can you access download numbers by platform, but you can also see figures on menu item launches, event and POI views, and sponsor banners views and taps. To learn more, here is an Overview of Guide Metrics.

Photo Album Redesign(December 2014) In addition to uploading and viewing photos in your guide, your users can now like photos and view them dynamically. Photos with the most love will show up more prominently.

Live Polling (September 2014) Engage speakers and attendees by using real-time live polling. This feature requires a strong internet connection to function. Learn more about Live Polls.

Session Ranking (rank) (October 2014) This feature allows ranking and re-ordering of concurrent sessions. Learn more about ranking your sessions.

Guide Cloning (June 2014) We understand that event guides may be very similarguide builders may want to base a new guide on an old guide. Guide cloning makes this process very straightforward. Learn more about copying content.

My Schedule/To-do List Syncing (May 2014) While the ability for end-users to create custom to-do lists and add sessions to their personalized schedule has been around since Guidebooks inception,users can now sync their My Schedule/To-do list data between devices. A user account is required for this feature.

Want to see it in action? See how Strathcona County uses My Schedules as part of their municipal solution.

Mass Photo Upload for Custom Lists (May 2014) We understand that uploading dozens of images to list items can be time consuming. Mass photo uploading for custom listsallows Gears users toadd multiple photos in one go. Learn more about importing photos.

Notes (March 2014) This feature lets users take in-app notes and share them with others. Learn more about Notes.

2013

Inbox/Push Notifications (October 2013) Keep your attendees up to date by sending real-time or scheduled inbox and push notifications to your users. Learn more about notifications.

Want to see it in action? Check out insight from our in-house data scientist, and see how Strathcona County uses these featuresto aid in their municipal solution.

Attendees/Connect & User Accounts (October 2013) Boost networking and engagement at your event by adding the attendees module to your guide. With Guidebooks user accounts, your attendees can create profiles, swap virtual business cards, and check into sessions (in Beta). For more information, read the Attendee Connect Feature and User Accounts.

Want to see how it can impact your events success? We wrote pieces on the Psychology of Event Check-Ins and Boosting Engagement.

Interactive Maps (May 2013) Make simple imagemaps interactive by addingclickablelocations to them. You can then link these locations to sessions or custom list items and direct users to maps you have added to your guide. Learn more about Interactive Maps.

For best practiceson interactive maps, check out a great piece featuringinsight from Peter Lada, our Creative Director and Co-Founder, and real-life tips from a professional cartographer: Why a Map is at the Heart of your Event Design.

In This Article

Using Mobile Admin

Sending Notifications

Editing your Sessions

Inviting a User

Troubleshooting

Take guide management to the next level with Guidebooks Mobile Admin feature. You can send push notifications, make edits to your schedule, and invite users directly from your mobile device.

Using Mobile Admin

Download the guide and make sure youre logged in to your Guidebook account, and that you have admin access to your guide. In the navigation menu, you will see a special Admin Tools module at the top of the guide menu.

here.

Send or Schedule a Notification

Your guide must include the Inbox module in order to send notifications. You can read more about this here.

After tapping on the Notifications item, youll be taken to the Compose a Notification view. In order to send a notification, you must fill out the title field (maximum of 72 characters). You may optionally include a message body of up to 1024 characters, or choose to send the notification with a push alert.

Only the notification title will be visible on a device lock screen, so its best to make it as descriptive as possible. Room Change: 10 am sessions moved to the second floor rather than Schedule update.

If youd like to send the notification immediately, tap the Send button, otherwise toggle on the Schedule for Later option choose when the notification should be sent before tapping the Save button.

For more information on notifications including how to target notifications to specific users, check out our Send Notifications to Your Users article.

Editing Sessions

Your guide must include the Schedule module in order to edit sessions in your guide. You can read more about this here.

By default,youll see any sessions which occur in the next three days. Simply tap on a session to begin editing. You may also delete the session by tapping the Cancel Session button on the bottom of the screen. In order to push out any changes you make via Mobile Admin, youll need to publish a guide update.

Inviting a User

From this screen, you have the option of inviting a user to access your guide.

Enter the email of the user you would like to invite at the top of the screen and you will then have the option to assign that user to an existing group. For more information on setting up groups, click here.

You also have the option to customize the invitation email that is sent. If you choose to do so, you are required to enter in a custom introduction to the invitation up to 1024 characters. You can also enter a different contact email that will appear at the end of the invitation for users to reach out with any questions they have.

This feature is only supported in English.

For more information on invitations, including how they will look for the end-user, check out our support article on inviting users

Troubleshooting

Idon'tsee the Admin Tools section in my guide.

Make sure your guide is published and on an active subscription. Ifyou'verecently been added as a collaborator, publishing a guide update through the Builder website may be necessary before your permissions will carry over to the app. You will need to be signed in with the same account as you use to manage your guide in Builder to see this section.

I found Admin Tools, but Idon'tsee the option to...

In order to Edit Sessions, ensure that you have the Schedule module in your guide.

In order to Send/Schedule Notifications, double-check that you have the Inbox module enabled and located on the main menu. Youll also need to be a guide administrator.

In order to access Mobile Admin, you must be a guide administrator.

Increase engagement by allowing your users to connect with one another! Connected users can view each other's full profile and send in-app chat messages to each other.

Note: Users will need to log in to connect with one another.

Click the links below to jump to each section of this article:

For Guide-Builders

Check-In, Connect, and Chat

Guidebook ID

Can I upload my Attendees list?

More Resources

For Guide-Builders

To add the Attendees module to your guide, click on the Add features to your guide button in the top left corner of the guide-building screen. Find and add the Attendees menu item. This feature is designed as a user opt-insocial feature and cannot be pre-loaded with information by a guide-builder. If you would like to add a prepopulated attendee list, please see the Can I upload my Attendees list? section.

Note: Feel free to rename your menu item from "Attendees" to anything you prefer. Here are some ideas:

Connect

Check-in & Connect

Connect & Chat

Networking

Check-In, Connect, and Chat

First, make sure youre logged in. To log in, tap the icon in the top-right corner of the screen. Log in or sign up for an account. Tap the button to "Check-in to this guide." Once you're checked in, you can request to connect with other checked-in users and initiate an in-app chat message.

Boosting Event Engagement

Manage Your Profile

After you have logged in, tap on the icon in the top-right corner of the screen.

Tap the gear icon near the top-left on iOS devices and the top-right on Android devices to edit your profile.

You can choose to add information here. We recommend adding some details so fellow userswill reach out to you.

Connect with Users

There are now two ways to connect with other users after logging in. You can use your Guidebook ID or the Attendees list in the guide.

Guidebook ID

When you tap the hamburger button to open the navigation menu, at the bottom you will see your avatar, your full name, and a QR code. Tap the QR code to view your Guidebook ID.

To connect with other attendees using your Guidebook ID, have one of you scan the other's code. You can navigate between "My Code" and "Scan" to have others send connection requests to you and to send connection requests to others. You can accept a connection request by both scanning each other's codes.

The screenshots below illustrate a few steps along the process of using your Guidebook ID to connect with another user. The left screenshot is a Guidebook ID (your individual QR code). The image in the middle shows Evan's device immediately after Hannah scanned his code. The right-most screenshot shows what happens after Evan closes the message in the middle and scans Hannah's code. Guidebook Id is also used to verify session attendance.

Attendees Feature:

Tap on the Attendees feature in the main menu. At the bottom of the screen, tap to check-in. You will now be listed and visible to other Users. Tap on a User's name to view their profile. At the bottom of the screen, tap to connect. Once a user accepts your connection request, you can tap on their name to view their profile and send them an in-app chat message.

What can I do with my connections?

Once a person has accepted your invitation to connect, you will be able to view their profile and contactdetails. These connections will be stored and visible from your account (top-right corner of the screen) regardless of which app/guide you are accessing. If you'd like to send a chat message to them, you can tap on the button to do so within their profile view.

Can I upload my Attendees list?

If you would like to add a directory of users into your guide, you can use the Custom List feature.

The Attendees / Check-in & Connect feature cannot be preloaded with any information, however. Users voluntarily log in and choose to check-in. Your users have control over the information they choose to provide in this feature.

More Resources

Networking is an integral part of life, and adding the Attendees feature to your guide can greatly boost your guide'ssuccess. Want to learn more? Wetalked to experts to get their thoughts on the Psychology of Event Check-Ins and .

Use Live Polls to have session attendees respond to questions in real-time from their mobile devices.

Please keep in mind that a Poll Administrator must run the poll via Builder on a computer.This can be thesession presenter, a moderator, or some other supporting colleague with whom you collaborate.

In this article, we will cover:

How to Create a Live Poll

How to Add/Edit Poll Questions

How to Run a Live Poll

The End-User Experience

Additional Notes

Interested in gathering feedback from your attendees? Check out our documentation on our survey tools.

Watch this video and/or follow the written instructions below.

How to Create a Live Poll

In Builder, open the guide you're working on. In the guide dashboard, click on the "Polls & Surveys" box.

Click "Create new..." in the top-right corner, and then select "Live Poll".

Give the poll a name, and then selectthe session to which you will link this Poll.

Each Live Poll must be linked to a Schedule Session.

If you would like to add colleagues to help administer the poll, click "Add admin" and provide the email address(es).

Note: Be sure to "Publish Updates" in Builder, so your changes are visible to users in the app.

Add or Edit Poll Questions

Click "Edit poll"to open the Poll Administrator portal. Click "Add New" to add a poll question.

Poll questions are Multiple Choice, with up to 10 response choices.

Click and drag to reorder your poll questions. You can edit or delete poll questions you have created.

Note:As soon as an audience member votes for a poll question, the Deletebutton will be replaced with a Resetbutton. In order to delete a question that has answers recorded, please first reset the question to remove all responses. You will then be able to delete the question.

Running a Live Poll

After adding at least one question to your poll, the option to "Start Presenting" will become available.

When the Poll Administrator clicks "Start Presenting" the first question of the poll will become visible in the Poll Admin portal view and to the audience members on their devices.

Click "Allow Voting" to allow your users to participate in the poll.

Click "Disable Voting" when you are ready to move on.

If you have another poll question,use the arrow buttons to proceed to the next question. The question will appear on users' devices when you click the arrow button.

Repeat the process: Allow Voting, then DisableVoting. Continue to proceed to the next question and so on.

Click "Stop Presenting" to concludethe Poll.

The End-User Experience

Participating in a Live Poll

Your Live Poll participants will be able tovote from their mobile devices. If you have attendees without a supported device, be sure to share the Attendee Voting link from "Other Pages"so they can participate via web browser.

Before the Poll Administrator clicks "Start Presenting", the Live Poll link will still be visible in the schedule session. However, it will open to a screen that says "Poll Inactive".When the Poll Administrator starts the poll, the first question will appear.

The question and response choices will be visible for the user to read. When the Poll Administrator allowsvoting for this question, the user can then makea selection.

When the user confirms a choice, that choice is locked in. The user may not change their choice after confirming their selection. The Poll Administrator will repeat this process (show next question, open voting, close voting) for each question in the Poll until the Poll is concluded.

Viewing Responses

The result of the Poll will not appear on users' devices. However, you can use the Presentation link from "Other Pages"to show the results as they come in on a separate screen.

Additional Notes

Ensure that your venue has a fast and reliable internet connection so that the presenter can control the poll and the attendees can vote.

You can add a link to your Live Poll within your presentation so its easily accessible. First, access the Poll within Builder. Then, right-click on the Edit Your Poll button. Please select Copy Link Address. You can then paste this URL into your presentation.Note: Make sure you do not copy & paste any other URL. The process above is the only way to open your Poll in a presentation.

The presenter can download the poll data by clicking on the Download Poll button on the right-hand side of your Poll Edit Page. This will generate a downloadable .XLS file of the poll results.

Use Custom Icons to give your guide a personal touch. You can choose from the Guidebook icon library to give each menu item a specific look and feel.You can also select a specific color for each icon.If you have access to Premium features, youll be able to upload your own custom icons.

In this article, we will cover:

How to Change a Menu Item Icon

How to Upload Your Own icon

Changing a Menu Item Icon

In Builder, open the guide you are working on. Click on a menu item from the left-side of the screen.

Then click on the "Settings" tab.

You will see the current menu item icon, as well as a button to "Change icon".Click "Change icon" to pull up the Guidebook icon library.

From this screen, you can search for and select the icon you would like to use. Keep the default color, choose from available colors, or use the color-picker to further customize this icon.

Be sure to click Save.

Uploading Your Own Icon

In Builder, open the guide you are working on. Click on a menu item from the left-side of the screen.

Then click on the "Settings" tab.

You will see the current menu item icon, as well as a button to "Change icon".Click "Change icon" to pull up the Guidebook icon library.

From this screen, click on "Upload an Icon".Use the file browser to select an image from your computer.

Custom icons should be 180 pixels wide, 180 pixels tall, .PNG files with a transparent background. If your image isn't quite the right size, you can resize it with our image editor slightly.

Keywords: Adding these will help you locate your custom icon later in a search. Use spaces to separate multiple keywords. Note this is a required field.

Sharing: Use the toggle option to adjust your icon sharing settings. You can choose to have this icon available to everyone in your organization, or to have it available to you only.

Click "Crop and Save", and then click "Save" for the changes to the menu item.

A clean, organized navigation menuisparamount to successful user experience.

Before you start moving your menu items around, take a quick moment to think about your goals for yourguide.What do you want your users to see first? Which menu items are most important for your users? How should your users spend most of their time in your guide?

If one of your goals is to provide a robust schedule for your users, make sure the Schedule menu item is near the top of the menu, for example. Consider setting the Interact feed as your home screen, if one of your goals is to promote engagement and dialogue amongyour users.

In this article,we will cover how to:

Add New Features

Reorganize Your Modules

Change Module Icons

Disable/Enable Modules.

1. Adding New Features

In the Guidebook Builder, open the guide you'd like to edit. Fromthe main guide-building screen, there aretwo ways to add a new feature:

Click "Add a new feature to your menu" in the top-left corner of the guide-building screen

Alternatively, you can toggle the preview in the middle of the canvas from your "Home" screen to the "Features" screen. Hover over the phone to see an option to "Add Features".

Scroll through the list of available features, and click "Add" for the menu item(s) you'd like to include.

2. Reorganizing Your Modules

In Builder, it's quick and easy to reorder your menu items as you'd like. Just click to drag and drop menu items.You can even drag menu items in and out ofFolders.

3. Changing Module Icons

Changing module icons is a great way to give your guidea tailored look and feel. Guidebook Builder allows you to choose any icon from our expansive library.

From the guide-building screen, click on a menu item.

Click on the "Settings" tab for that menu item.

You will see an Icon setting. Click the "Change" button.

Explore the icon library to select your icon.

Don't forget to save!

Premium and Branded plan-holders may upload their own custom icons.For more information about customizing your icons, check out our guide to custom icons!

4. Disabling/Enabling Modules

You may want to hide certain menu items from your users until you are ready to share that information. It could be incomplete, a list of awards to be revealed at a certain time, or just a menu item you don't want to use.

From the guide-building screen, click on a menu item.

Click on the "Settings" tab for that menu item.

You will see an enable/disable toggle. Click to toggle the menu item as visible (enabled) or invisible (disabled).

You can delete a menu item if you would like, but there is no undo function!

Keep your guide clutter-free and easy to navigate with folders! Your users will appreciate a clean menu of clearly labeled items in your guide.

In this article, we will cover:

How to Set Up a Folder In Your Guide

How to Add/Remove Menu Items In Your Folder

How toSet Up aFolder In Your Guide

In Guidebook Builder, from the guide-building screen, click on "Add a new feature" in the top-left corner.

Scroll to find the Folder module. Click the Add button.

Click on the Folder to expand it (although it will be empty right now).Look for three small dots "..." and click on them. This will open Folder Settings.

Here you can change the name and icon of your folder.

Custom Lists

How toAdd/Remove Menu Items In Your Folder

In Guidebook Builder,open your guide to the guide-building screen.

You will see your various menu items to the left-side of this screen.

Click on the Folder so the arrow points down, indicating it is open. If you don't have anything in your folder yet, it won't look too exciting! If you do have items in your folder, the menu will expand to show these menu items.

Simply click and drag menu items in/out of your folder.

Note: You can put a folder inside of a folder! However, you cannotnestany further. This means you cannot have a folder in a folder in a folder, etc. If you do have a lot of of information to organize, consider using or multiple folders on the main menu itself.

Use links to help users find relevant information inside your guide. Linking also provides access to additional resources to augment your guide content.

The manually linking process lets you quickly link content within and beyond your guide.

In this article, we will cover:

How to link sessions or list items to other sessions or list items

How to link sessions or list items to websites

How to link sessions or list items to PDF documents

Note: Before getting started, make sure you have added sessions to your schedule and added list items to a custom list in your guide. Builderwon'tknow what to link together until you have added some content first!

Please finalize the titles of your content before linking and check for spelling errors.

Link Sessions or List Items to Other Sessions or List Items

In Builder,open the guide you are working on. On the guide-building screen, click on either your Schedule or a Custom List you would like to link. (The linking process will be the same either way.)

Click on a session or list item. Then click on the Links tab.

click here

In the search bar, start typing the name of the schedule sessions and/or list items you would like to link. Click the check box to link them.

Link Sessions or List Items to Websites

In Builder, open the guide you are working on. On the guide-building screen, click on either your Schedule or a Custom List you would like to link. (The linking process will be the same either way.)

Click on a session or list item. Then click on the Links tab.

Click the URL button. Provide the Name of the Website and the URL (including http://).

Then click "Add URL".

Link Sessions or List Items to PDF Documents

In Builder,open the guide you are working on. On the guide-building screen, click on either your Schedule or a Custom List you would like to link. (The linking process will be the same either way.)

Click on a session or list item. Then click on the Links tab.

Click the PDF button. Provide the Name of the PDF document.

Then Select PDF to import from your computer, or provide the PDF URL if its hosted online.

Then click Add PDF.

For more help with including PDF documents in your guide, .

Use links to help users find relevant information inside your guide. Linking also provides access to additional resources to augment your guide content.

Using a Custom ListLinking Template means you can add numerous links to your custom list itemssimultaneously. Find an ItemLinking Template in Builder, or download one from the bottom of this article.

In this article, we will cover:

How to Export Your Content for Builder ID Numbers

Setting Up Your Custom List ItemLinking Template

Importing Your Custom List ItemLinking Template Into Builder

Note: Before getting started, make sure you have added sessions to your schedule and added list items to a custom list in your guide. If you are linking surveys, make sure you have created a survey. Builderwon'tknow what to link together until you have added some content first!

Please finalise the titles of your content before linking and check for spelling errors.

Watch this video and/or follow the written instructions below.

How to Export Your Content for Builder ID Numbers

The Linking Template relies on ID numbers to ensure Builder knows exactly what information to link together. Sometimes your schedule sessions or list items have the same name, or there might be special characters (punctuation / accents) that throw Builder off. To make sure our linking template has the highest chance of success, we will need ID numbers!

From the guide-building screen in Builder, click Back to Dashboard. We want to start at your guide dashboard.

Click on the More Options ellipsis button (), then click Export Data.

Click on the Custom List that you want to add links to. Then check your email for the document Builder sent to you. Save this to your computer!

Usually, folks want to link custom list items like Speakers to their sessions. If you want to link your custom list items to schedule sessions, go ahead and export your Schedule data as well. Just click on the Schedule in the Export Data menu, and then check your email for the document Builder sent you. Save this to your computer as well!

If you want to link your custom list items to surveys or to URLs, then continue on to the next section. No need to export the schedule, in that case!

Setting Up Your Custom List ItemLinking Template

Lets download a Custom List ItemLinking Template so we can get started! Find an Item Linking Template in Builder (see below), or download one from the bottom of this article.

Use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open either the Item Links.XLS or Item Links.CSV file.

Verify Column A says Item ID (Optional) to ensure you have downloaded the correct template.

Note: Please do not modify Row 1. If you change the column headers in this document, Builder will not understand how to read it, and your links will not come through!

Take your List ItemIDs exported from Builder and paste them into this Column A of the Item Linking Template. Each custom list itemyou want to link should have its own row.

Now, fill in thecolumns you need!

If you are linking list itemstosessions (ie Speakers to their sessions):

If you are linking list itemsto websites:

Importing Your Custom List ItemLinking Template Into Builder

After you have set up your ItemLinking Template, open your guide in Builder. Click on the custom list you're linking to. Then click on Import from File.

To the right side of the screen, click Select File under the Import Links heading. Locate the template on your computer, and then select it to begin the import. After you receive a Success email from Builder, check your List Itemsto see the Links come through.

Use links to help users find relevant information inside your guide. Linking also provides access to additional resources to augment your guide content.

Using a Schedule Session Linking Template means you can add numerous links to your sessions simultaneously. Find a Session Linking Template in Builder, or download one from the bottom of this article.

In this article, we will cover:

How to Export Your Content for Builder ID Numbers

Setting Up Your Schedule Session Linking Template

Importing Your Schedule Session Linking Template Into Builder

Note: Before getting started, make sure you have added sessions to your schedule and added list items to a custom list in your guide. If you are linking surveys, make sure you have created a survey. Builderwon'tknow what to link together until you have added some content first!

Please finalise the titles of your content before linking and check for spelling errors.

Watch this video and/or follow the steps below.

How to Export Your Content for Builder ID Numbers

The Linking Template relies on ID numbers to ensure Builder knows exactly what information to link together. Sometimes your schedule sessions or list items have the same name, or there might be special characters (punctuation / accents) that throw Builder off. To make sure our linking template has the highest chance of success, we will need ID numbers!

From the guide-building screen in Builder, click Back to Dashboard. We want to start at your guide dashboard.

Click the More Options ellipsis button () to the right of the guide title and then click Export Data.

We need to export the Schedule, so lets do that first. Click on the Schedule, and then check your email for the document Builder sent to you. Save this to your computer!

Usually, folks want to link schedule sessions to custom list items (ie Speakers). If you want to link your sessions to speakers, export the Speakers list as well. Just click on the Speakers list, and then check your email for the document Builder sent you. Save this to your computer as well!

If you want to link your schedule sessions to surveys or to URLs, then continue on to the next section. No need to export any custom lists!

Setting Up Your Schedule Session Linking Template

Lets download a Session Linking Template so we can get started! Find a Session Linking Template in Builder (see below), or download one from the bottom of this article.

Use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open either the Linking.XLS or Linking.CSV file.

Verify Column A says Session ID (Optional) to ensure you have downloaded the correct template.

Note: Please do not modify Row 1. If you change the column headers in this document, Builder will not understand how to read it, and your links will not come through!

Take your Session IDs exported from Builder and paste them into this Column A of the Session Linking Template. Each session you want to link should have its own row.

Now, fill in thecolumns you need!

If you are linking sessions to custom list items (ie Speakers):

If you are linking sessions to websites:

Importing Your Schedule Session Linking Template Into Builder

After you have set up your Session Linking Template, open your guide in Builder.

Click on the Schedule. Then click on Data Import / Sync.

To the right side of the screen, click Select File under the Import Links heading.

Select your file and the import it.

After you receive a Success email from Builder, check your Sessions to see the Links come through!

If you need any help, please visit our Troubleshooting page!

It can be time-consuming to collect and organize all of the information a guide builder needs for speaker bios, sponsor/exhibitor logos and descriptions, staff contact information lists, and so on.

With the Collaborate tool, you can invite anyone to edit the content of one specific page in your guide - no Builder account required!

The invited Collaborator would have access ONLY to that one page; they would not be able to edit any other content in the guide.

This feature is available to Premium and Branded plan-holders.

How to Invite a Collaborator

You can access the Collaborate tab inside a schedule session or inside a custom list item.

Open a schedule session or custom list item in Builder

Click on "Collaborate"

Enter the collaborator's email address, or copy & paste the special link if you'd prefer to email folks directly.

The Collaborator's View

The Collaborator will receive an email inviting them to edit content for that schedule session or custom list item. When they click the link in their invite email, they will be taken to an edit page:

Note: The content added to the guide does not automatically push outto users' devices. The guide builder will still need to click "publish updates" for changes in Builder to appear on users' devices.

In This Article

The Basics

Organization Admins

FAQs for Org Admins

Organization Members

FAQs for Org Members

Guide Management

App Management

The Basics

Under the new homepage, your permission level within your Organization (Org) will determine your ability to create and manage guides and apps.

Lets examine these permission levels:

As an Org Admin, you can:

Select provisioned guides to begin working on them.

Invite Members to collaborate on those guides.

Invite other users to be Members (or Admins) of the Org

Grant access to Org members who have requested access to a provisioned guide

As an Org Member, you can:

Work on guides that an Org Admin has invited you to collaborate on or given you permission to begin working on.

Org Members cannot start new guides for their Organization. They must request permission to begin working on the guide from their Org Admin.

Organization Admins

An organization admin will have full access to all guides, billing details, and purchase history. Additionally, admins may invite other people An admin can start guides.

Your org members have the ability to request access to guides from you. When a member requests guide access, you will be notified via email, as well as in the Builder Notification page. The request will include a proposed name for the guide and a brief note. For more information on accepting on denying requests from org members, click here.

The Org Admin is also able to manage the other users in the Org and update their status (for more information on org management, click here ).

To access the guides owned by your Organization, view to the drop-down menu on the left and select your Org.This will bring you to the Organizations homepage, where youll be able to view the guides provisioned to your Org from here you can start the provisioned guide(s). Org members (and other Admins) will then be able to see the guides on the Org home screen.

copy content tool

FAQs for Org Admins

As an org admin, Id like to obtain an additional guide for my account. How do I do that? To obtain a new guide for your organization, contact your account manager. Because Guidebook has moved to a system where organizations are provisioned a set number of guides, you can only work with the guides provisioned to your organization.

A user on my team is having trouble accessing the provisioned guides for my organization. In order for an org member to access a provisioned guide, they will need to request access from you, the org admin. If they request access, youll be notified via email and can grant them access.

Also, make sure the user is a member or admin of the organization and that your organization has provisioned guides available.

How do I make a member of my Org an Admin? To do this, go to your org dashboard > members > and you can update an org members status there.

How do I invite an org Member to collaborate on the guide? Go to the guide dashboard and click on invite team members in the upper left. Enter the org Members email and send them an invite. They will receive an email invitation which will allow them to edit the guide.

How do I know which of my provisioned guides to start? If all 3 of your provisioned guides have the same start and end dates, simply select whichever one youd like.

If they have different end dates, make sure to select the one that expires first, as long as the event falls within that range.

Organization Members

As an org member, you will now be able to view all New Guides that belong to an organization.

While youdon'thave the ability to start using a guide, however, you can now request access to a guide from your org admins.

To do that, first select the guide you'd like to work on. A screen will appear where youll be able to request access to the guide.

If youre not sure who to request access from, check the left-hand sidebar for the name and email of your org admins.

Onceyou'vesent your request youll get an email either granting you access to the guide you requested or informing you that your request was denied by the org admin.

The next time you log into builder youll see the guide you requested under Org Guides.

If your request is denied, please reach out to your org admin for more information.

FAQs for Org Members

I was asked to work on a guide, but when I log in Idon'tsee the guideI'msupposed to work on. When your org purchases guides from Guidebook, they will appear on the guide dashboard. They will either be under "Build New Guides" or "Org Guides." If you don't see the guide under "Org Guides" you may need to request access to it from the org admin, as shown above.

Ive created a guide on my personal account, how do I move it to my orgs guide. To transfer information from one guide to another, use the . Youwon'tbe able to move the guide itself.

I need to become an org admin, how do I do that? Contact an admin on your org and they can update your status by going to the org dashboard, members, and changing your status on the drop-down menu.

Guide Management

When you start building multiple guides, it can sometimes be tricky to organize your dashboard. This is especially true for organizations and org admins that are producing guides on a weekly or monthly basis.To help you stay organized and effective, we now have guide tagging and filtering for your dashboards.

Adding Tags to your Guide

1. From your dashboard, hover over the guide you want to tag and click the "Add" tag in the upper left.

2. Add keywords (tags) that you'd like to use to find this guide later on. Use commas to separate them.

3. Don't forget to hit save!

Filtering Using Tags

1. Click on the search bar in the upper-right corner of your dashboard that says "Search by name or tag."

2. Type in the tag you would like to search for and hit enter.

Improved Sort and Search

We've also added in more ways of searching for relevant guides:

1. Sort guides by Newest, Oldest, Event Date, Publish Date, the Guides that are Active or Inactive, and the Guide name.

2. Search using keywords or guide names in the search bar in the upper right.

App Management

Apps are only owned by Orgs and can only be managed by org admins. On the org dashboard, simply go to apps on the left and youll be able to manage your organizations apps there.

In This Article

Theme

Details

Guide Management

App Management

Space/App Submission

App Creation Demo

FAQs

The Branding Dashboard makes it easy to update your space, whether you have a branded space within the Guidebook app or your own app in the app stores. If you are unsure of the differences between your guide, space and app, you can find out more here.

The Branding Dashboard allows you to create, edit and submit your space or app quickly and easily.

Branded Spaces

A branded space in the Guidebook app is a great way to have a space with your colors and theme, but not have to worry about having an Apple Developer account, app updates and the time it takes to submit them. You can think of a 'Space' as your own Branded real estate within the Guidebook app. Until now, your attendees have always been graced by Guidebook's signature branding as they've navigated through your guides: Our Guidebook logos, that cozy shade of blue on the navigation bar, etc.

Upload your own logo, choose your own colors, and completely personalize your attendees' experience to fit your brand. In many ways, the Spaces feature set allows you to transform the Guidebook Branded App into your Branded App. Changes to spaces also update in real-time, just be sure to click "Submit.

Lets stroll through each phase of the space/app building process. You can watch the video below, or read on for a text walkthrough.

To get started, click on the space or app in your Builder Home dashboard (you may need to switch accounts near the top right depending on what space/app you are building). You will be taken to the Branding Dashboard which is the central hub for all things space or app related. This will also be the place to visit when you are ready to submit your app to the stores.

here

On the left column of the Branding Dashboard, you will see a list of items that still need to be taken care of before you can publish the space/app. You can click into each of these and fill out the required information, or you can click into each of the boxes on the right. Well go through each of the boxes beginning with Theme.

Theme

Time for the fun partsetting up your color scheme. Let's take a closer look.

There are 6 basic colors in each app theme

You can adjust these to your liking

Create as many custom themes as you would like

Choose the one you want to use.

Choose from some of our default themes, or create your own.

You can customize an existing theme by clicking the pen icon on the top right of the color scheme.

Editing and creating a theme is easy: plug in your brand's designs using hex codes, or use the color picker to experiment. The preview on the right will change in real time, depending on the color you are selecting. Use the left and right arrows to the side of the preview to view which elements are affected.

Details

The Details box includes the Space name, the Space home logo, the Landing page short name, and the Landing page name. Each of these items includes subtext to give a bit more detail about what goes in each section, for example, character max and the dimensions of an image. Make sure you save.

Guide Management

In this section, you can manage which guides are attached to your space/app. Guides are organized here by Published and Not Published.

You can check the guides you want to attach with the checkboxes in the Include column. When the guide has been published they will be accessible within your space/app. Any Invite-only or Passphrase protected guides will only be accessible if the user signs-in with their invited email address (Invite-only) or enters the set passphrase.If you have additional questions about guide privacy, click here to learn more.

You can attach as many guides to a multi-guide app as youd like and you are able to attach and detach whenever you need to.

If you have a single-guide app, you will need to resubmit your app to change the guide attached.

Select a Guide to be Featured In Your App

In a multi-guide app, you can select any public guide to be featured in your app.Select the option in the Feature column to feature a guide.

This guide will get its own full-size card on the app home screen. You can swap the featured guide out for a different guide throughout the year. We recommend using this feature to promote upcoming events and increase adoption for a specific guide.

Create and SetCategories for Each Guide

Categories help you organize your guides for yourself and to help your users find a specific type of guide. You can create your own category names, whether its the type of guide, the intended audience, or a more descriptive topic. On your App Dashboard, click Add to set up your categories. You can edit categories by clicking on the Categories drop-down for each guide.

Some potential categories include:

Type of Guide: Events, Training Resources, Student Services

Intended Audience: New Hires, Executive Team, International Students

Topic: Annual Meeting, Policies, Athletics

App Management

If you have purchased a branded app you will see the App Management section on your Branding Dashboard. You should complete the aspects of your space and add the app content to the App Management section. Youll see three tabs within App Management:

App store info includes App Name, App Short Name, Preview Description, Full Description, Product Features, and Keywords. Each section provides the character limit under the section title, and under each text box there is a brief description of the content.

Images is where you will upload the logos for your app (App Icon, Promotional Image, and the Splash Screen). There is a description that includes necessary dimensions and some brief information about the image. As well, there is a picture of where the image appears on a mobile device. Click on the pen icon to pick an image to upload.

Landing Page includes the landing page name and the landing page short name. These are the same as what you filled out in Details.

You can read more about Apple and Google's requirements for your app here.

Metrics

The Metrics section becomes available onceyou'veattached guide(s) and the app is in the app stores. You are able to access data on app and guide downloads, guide sessions, and more. Click here for more information about App Metrics.

Submitting Your Space

Onceyou'vechosen your theme, filled out Details, and selected Guides to be attached to your space (at least one must be attached), the Submit Space button in the left column will no longer be grayed out. When you submit your space, it will be live in the Guidebook app immediately. You can change anything about the space at any time, just remember to re-submit so the changes are published.

Submitting Your App to the Stores

So you've named your app, added all of the colors/logos necessary, and are now ready to reveal it to the world. Remember that at least one guide needs to be attached to your app before you can submit. Simply click the Submit for review button from the app dashboard and we will take it from there.

Clicking this button tells our team that your app is ready to be QA tested, then built and submitted to the stores. This may be your first go at building your own app, and we want to make sure you blow your audience away, so if we see any glaring color scheme or logo issues we will reach out to you.

Our team generally reviews and approves apps in ~1 day. Apps go live on Android in 1-3 days and iOS in 5-7 days.

Once you click 'Submit for Review' we will ask for one final confirmation. Please note that after this point, unless your app gets rejected, you will not be able to make any modifications to it until it successfully gets through the app store.

Click Submit:

App Creation Demo

Let's build an app from scratch (it's quick and easy). If youre building a space, all the steps are the same except youdon'thave to worry about the App Management card.

Theme

Details

Guide Management

App Management

Submit.

FAQs

How soon will my Space go live after I click 'Submit'?

Almost instantly. As soon as you click the 'Submit' button, the changes are on their way. They'll typically go live within a couple of minutes.

How soon will my App go live after I click 'Submit'?

Branded apps are submitted to Guidebook for approval before being sent to Apple and Google for approval to appear on the Apple App Store and Google Play store. We request 48 hours to review your app. After that, it can take up to two weeks for an app (or app update) to appear in stores after you submit your app, however, they will often go live within 3/4 business days.

Should I use a Single Guide or Multi Guide App?

Let your account manager know which of these two types of apps you would like to have in the app stores (the price is the same).

A Single-Guide app loads a single guide seamlessly upon launch. A Multi-Guide app allows the user to choose from multiple guides.

If you're not sure yet about which type of app you want it to be, you can always change it until you submit the app for publication. After that point, and once the app is live, you will need to resubmit it in order to change the app type (approval could take 5-7 days).

I would like to have a branded app through Guidebook, and Ive heard about needing an Apple Developer account. Can you describe what this means?

Apple created new regulations in early 2018 that requires any app in their App Store to be owned and developed by the company or school for whom the app is built. So, all branded apps through Guidebook must go through the process of creating an Apple Developer account so we can transfer ownership of the app to you. From there, we manage the app like we always have. There are more details about the process .

My App Management card is grayed out; why is that happening?

The App Management card is grayed out when the app is awaiting approval from the app stores. You are not able to make changes while the app is awaiting approval. Please reach out to your Guidebook contact if you have further questions.

Which changes require an app update and which changes happen instantly?

Theme changes happen instantly, as well as anything you are updating in specific guides. App images, text, and changing from a multi guide app to a single guide app, or vice versa, require an app update.

In This Article

Building

Submitted

Updates Pending

Archived

Lapsed

Delisted

Upon logging into the Builder website, youll encounter the Your Guides dashboard. In this view, youll see all guides of which you are a collaborator. For your convenience, each guide has been marked with a Status to indicate the guides progress in its quest to become published.

documentation on terminating your guides service

A guide can exist in one of the following states:

Building

This status signifies anunpublished guide. You are still working on uploading your information, andthe information is not live and accessible yet.

Submitted

This status signifies that your guide is now successfully completed and is ready to be published to your apps. You can select which apps to publishyour guides to, and once those attachments are approved, people can start to download your guide to their devices.

Updates Pending

Even when your guide is submitted, you can continue to make changes to it. This status suggests you have made changes to your guide that are not yet pushed out to your users. Publish the guide once more to sync your changes to the app. You may see "Updates Pending" throughout the process of creating and managing a guide.

Archived

If your guide is on a Full-Service plan (either a Plus or Premium guide), two weeks after your guides end date, your guide will become archived. You willstill retain access to all metrics and data within your guide, but you will be unable to publish any new updates to your guide. Metered guides do not archive. Note:Your users can continue to access your guide even after it has been archived.

Lapsed

Each guide is associated with an order. When the order or contract expires, your guide will become lapsed. At this time, no new downloads can take place and you can not publish changes to your guide. Metered Guides are automatically set up with a 13-month term. If you'd like to terminate service early, review our for more detailed instructions. Note:Users who have already downloaded the guide will continue to have access to it as before.Downloaded content stored locally on users' devices will remain until users choose to remove it themselves.

Delisted

An outstanding balance has been unpaid and the guide has been removed from service.

Your guide can be published onany number of apps that you have access to. You can select which apps to publish on anytime from your guide dashboard. When you first request your guide to be published to an app, the owner of the app must approve that request. Once your request to publish is approved, it will never need to be approved again (unless they decide to detach your app).

If you are publishing your guide to the Guidebook app please allow for two business days as our team reviewsmany guides to keep the Guidebook platform safe, welcoming, and clean to our users.While our team typically approves guides the same day they enter the approval queue, if you require a speedier turnaround, please email us at [email protected].

In This Article

Purchasing a Guide

Activating Your Guide on a Plan

Purchasing a Guide

Guidebook offersa software platform with several plan levels to choose from:

Pay as you go with our Metered guide plan

Pay an upfront per-guide rate with our Premium plan

A full-service package where you can create a branded space/app

Our Pricing Page contains the most up-to-date information regarding features and pricing.If you have any questions or can not find what you are looking for there, please contact our Sales team at [email protected]. Were always happy to help determine a solution that would best suit your needs. As an added noteour flat-rate plans offer discounts for purchasing multiple guides at once.

As easy as it is to purchase, its also important to us that you secure a plan level that fits your needs. If youre on the fence and simply not sure which plan is right for you, then wed love to chat! Request a demo.

If you would like to purchase a Metered or Premium guide you can do this directly from Builder.

Purchasing a guide is quick and easy! Simply create a new guide in our system (or choose the guide you're currently building) and activate via the guide dashboard.

Activating Your Guide on a Plan

Step 1: Activate!

Step 2: Select A Plan

Step 3: Billing Details

Step 4: Success!

You will not be able to change the credit card you have on file until after the final billing period of your metered guide and as long as you have no outstanding balance on our Metered Plan.

In This Article

How to Download Guidebook

How to Access a Guide on the Guidebook App

In-Guide Navigation and Features

This tutorial is for Guidebook app users. If you have received instructions to download a different app, please refer to those instructions!

Watch this video to learn how to access a guide on the Guidebook app and how to explore the features within. If you haven't downloaded the Guidebook app yet, jump ahead to the next section, then revisit this video!

How to Download Guidebook

The steps below will give you access to the Guidebook app.If you have received instructions to download a different app, please refer to those instructions!

To download the Guidebook app, please follow ANY of the steps below:

Visit http://guidebook.com/getit in a web browser.

Guidebook is currently supported as an app on the devices listed in this support article.

When you have found it, tap to download and install the Guidebook app!

Desktop, laptop, or Windows device users:Please visit http://guidebook.com/browse to access guides via web browser.

For information on supported devices, please click here.

How to Access a Guide on the Guidebook App

Tap on the Guidebook app to open it!

Permissions:

Allow push notifications so you don't miss any important announcements!

Allow location services so you can use the Map features in the app. We can also provide location-specific guide recommendations, so you get better search results faster.

If youneed to download a public guide, read on!

If you were given the passphrase for a private guide, skip to the next section.

If you were invited to an Invite-Only guide, skip to this section.

Public Guide

To access apublic guide, tap the "Find Guides" magnifying glass icon at the bottom of your screen. Type in the name of the guide in the search box.

Then tap to download and open the guide.

You may have received a QR code for both public or passphrase-protected guides.

If you received a QR code to download the guide, tap the "Find Guides" magnifying glass and then tap the QR icon in the upper right next to the silhouette icon.

Private Guide

If you received a passphrase in the download instructions for the guide, this means the guide is private.You will need to use this passphrase to find and access the guide!

To access a private guide, please tap on the "Find Guides" magnifying glass in the bottom right. Tap the blue button that says Have a passphrase?. Then type in the passphrase provided to you.

Tap to download and open the guide that appears.

Invite-Only Guide

Log in to your account in order to see restricted-access guides. You have to be on the invited users list in order to get into these guides! Again just log in first.

In-Guide Navigation and Features

Navigation Bar

Login

Log in to the guide to access the bestfeatures, including Interact, Attendee Check-in, and Messaging. If you have a Preset Schedule, you will need to log in to see your assigned sessions in the "My Schedule" menu item.

Tap the icon in the top-right corner of the app screen to sign up or log in to your account!

Navigation

Tap on the icon in the top-left corner of the screen to access the navigation menu.

---

From this menu, you can access the various components of your guide!

Note: The guide-builder may have namedthe menu items differently or used different icons for your guide than what you see in these examples. Tap on the menu items to explore everything in the guide!

Key Features

Guidebook provides a few different tools to help you get the most out of your event experience!

If you choose to log in, when you tapto open the navigation menu, at the bottom you will see your avatar, your full name, and a QR code. Tap the QR code to view your Guidebook ID! Your Guidebook ID can be scanned by other event attendees to more easily connect and share profile information with each other. You can navigate between your code and a QR scanner to scan others codes.

To send a connection request and accept the connection request, make sure you each scan each others' code!

If you choose to log in, you can check in as an Attendee and see who else is there! You can add a picture and modify your profile, if you would like to share information with other attendees.

The Interact feed is a great place to see whats going on at your event! Read announcements, post pictures, find popular sessions, and have discussions with fellow attendees all in one place.

You can connect with colleagues without sharing phone numbers or email addresses with in-app Messaging.

Important Information

You can find everything you need to know about sessions in the Schedule! Tap on the dates at the top of the screen to navigate through the schedule. Tap on a session name to get more details.

You may see colorful dots on some sessions. These indicate schedule tracks, which are tags for sessions according to topic, intended audience, etc.

Below the session description text, you may see links to other items in the guide, surveys, PDFs, and/or website as additional resources.

Create your own custom schedule by tapping Add to my schedule or the plus sign symbol from sessions in the Schedule.

If you have a Preset Schedule, be sure to log in to see your assignedsessions here!

Now that you know whats happening and when, we need to know where to go!

Lists

Outside of the Schedule, much of the guide content will live inside lists.Some common lists include:

Speakers

Sponsors

Transportation

Local Attractions

Departments on Campus

Staff Contacts List

Resources / Handouts

In This Article

Ranking Sessions

FAQs

By default, the concurrent sessions in your schedule will display alphabetically. For example, all of the workshops in a 10am-11am block will be shown alphabetically within that time period.

However, we understand you might want to display concurrent sessions in a specific order -- maybe to put sponsored sessions first, or maybe to list presentations by topic.

Ranking Sessions

With "Rank", you can specify the order of concurrent sessions.

The video below walks through the process of adding rank to sessions in a template. If you prefer to read through the process, the steps are below!

You can use the schedule template spreadsheet to set a specific rank to order your concurrent sessions.

here

In the spreadsheet, add a column called "Rank" to the right of the Description column.

(This is the only time you can edit the column headers and have Builder still read your data properly. Please do not modify any other text in Row 1.)

For sessions that start at the same time on the same date, you may add a number to the Rank column. Lower numbers will appear first in the guide.

Please note that you will not see the rank numbers reflected in Builder.

FAQs

What if I already have sessions in my guide?

If you have manually added sessions to your guide or you have imported a template and need to add ranking, you'll want to export your schedule data. Click for a support article about exporting data to edit it.

Once you export your data, you'll notice that the first column has Session ID's. Don't change this, as this is how Builder identifies which session is which. From here, you can add the rank column, number the sessions beginning at the same time, save, and re-import!

If you have to export the schedule data a second time after you've already added rank, be sure to have your initial ranking spreadsheet handy; the rankings do not hold on import, so you'll need to re-add the Rank column and input the order again before re-importing your data a second time.

Can I put rank on sessions that have the same start time, but a different end time?

You can! You can set the rank on any sessions with the same start time, even if the end times are different. For example, if you have three 10am-11am sessions and three 10AM-11:30AM sessions, you can use the "Rank" option on all six of these sessions.

If I havemultiple sets of breakout sessions in one day, how do I use ranking?

Great question! Let's say your first set of breakout sessions is at 10:00AM, your second set is at 3:00PM, and there are six sessions in each set of breakouts. For the six 10:00AM sessions, label 1 through 6 in the rank column in the order you want the sessions to appear. Then, start at 1 again for the 3:00PM sessions, labeling those 1-6 as well.

The schedule is an important component of any guide. In Builder, we provide tools to help you build a robust, well-organized schedule.

You can manually enter sessions one by one, or you can use our schedule template spreadsheet to importdata in bulk. You can use tracks to present information to your users in a structured way, and you can even manage and verify session attendance if you would like.

Each guide can have only one schedule. All of your sessions live in this one schedule however you canuse Schedule Tracks to organize your sessions and create multiple views.

If you looking for help with an error, click here for our troubleshooting notes.

We have in-depth articles on the following schedule topics:

Add Schedule Sessions

Schedule Tracks

Ranking Sessions

Hide Certain Sessions from View

Session Attendance Registration

Session Verification

Preset Schedules

iCal Schedule Feed

In This Article

Manually Add a Session

Manually Edit an Existing Session

Downloading the Schedule Template

Adding Session Data to the Schedule Template

Uploading a Schedule Template into Builder

FAQs

If you have a smaller schedule, you can manually add content in Builder one session at a time. Manual entry is a great option if youd like to quickly make edits to a few existing sessions too.

This video walks through manually adding sessions to your schedule. It also covers editing an existing session. For written instructions, please see the sections below. Frequently-Asked Questions (FAQs) can be found towards the end of this article.

Manually Add a Session

In Builder, open the guide you are working on. From the guide-building screen, click on the Schedule. Then click the blue New session button.

linking

Session Name [REQUIRED]: Provide the title of the session here.

Duration [REQUIRED]: Set the date/time when the session occurs.

If you would like to enter a schedule session that runs all day, select the This session runs all day option. If your session has a specific start and end time, input the specific times.

Location(s): Set the location where the session takes place. Click here for more information on Locations.

Track(s): Assign the session to a track to indicate the topic, audience, or any other tag youd like to use. Click here for more information on Schedule Tracks.

Description: Use this space to include anything your users need to know about this session.

Note: You can use the formatting tools or the <> HTML editor to modify formatting and input links. Click here for HTML tips.

Image: Upload a 640 pixel width x 240 pixel length JPG or PNG header image to spruce up your session.

Manually Edit an Existing Session

To edit an existing session, just click on the name of the session. Youll see these Session Details fields, plus tabs for a few additional options.

Links: Use this tab to link to other sessions, list items, URLs, or PDFs. For more information on linking, please click here. Also Live Polls linked to a session will appear in this tab.

Feedback: You can link to Surveys via the Feedback tab.

Attendance: Here you can determine whether attendees can add the session to their "My Schedule" and you can set a limited number of available seats. For more details on managing session attendance, please click here.

Collaborate: Use this tab to invite people to edit the content of this particular item. Anyone you invite to edit a session via the Collaborate tab does not need a Builder account and will not have access to any other content in your guide! Details on the Collaborate Portal are available here.

Add Schedule Sessions: Template Import

The schedule template spreadsheet lets you quickly add multiple sessions to your guide at once. You can download a copy of the schedule template at the bottom of this article, or you can find it in your guide in Builder.

Before you get started with your Schedule Template, make sure you have gathered as much session data as possible. This includes session names, dates, times, locations, descriptions, and tracks (if applicable).

Watch this video to learn how to download the template, add session data in the template, and then upload the template into Builder.

Downloading the Schedule Template

You can download a copy of the schedule template at the bottom of this article, or you can find it in your guide in Builder. Click on your schedule module, and then click Data Import/Sync.

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Near the top-right corner of this window, look for Templates. Click either "Schedule (XLS)" or "Schedule (CSV)" to download a template.

You can use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open the template files. Please keep in mind that Excel may not handle special characters (like accents) well. Excel cannot encode in UTF-8, which is the preferred text format that Guidebook uses. OpenOffice and LibreOffice are free to download from the links above!

Adding Session Data to the Schedule Template

Now that you have a schedule template, it's time to put your session data into the spreadsheet.

Pleasedon'tchange anything in Row 1 of the template.

Builder is pretty smart, but it needs some help sometimes. Please keep these column headers unchanged so Builder knows how to read your data correctly!

Schedule Track titles may be no longer than 40 characters.

If you leave "Allow adding to my schedule" blank, it will be TRUE by default. This means your users will be able to add sessions to their My Schedule module.

The "Allow adding to my schedule" through "Allow Waitlist" columns pertain to session attendance management. Click here for more details!

Uploading a Schedule Template into Builder

After you've added your data to the spreadsheet, you're ready to import the template into Builder.

In your guide in Builder, click on the Schedule menu item. Click on the "Data import/sync" button.

Then click "Select file" on the left side of the screen, under the "Import schedule" heading.

This will open a file browser; please select the schedule template you were working on. Then click "Import data".

Now What?

You will receive an email that says"Success" or "Whoops!" (Make sure to check your Spam folder if you don't receive this email!)

If you see a "Whoops!" message,please make note of the error message details provided and check out our handy troubleshooting article here.

FAQs

How do I set the date and time for a session? The date/time picker doesnt seem to be working.

To set the date, click on Start time to the right of the calendar icon. This will open a calendar you can click through to find the date you need. Click on the date.

To set the time, click on Start time and the time field will appear. Click on the hour and use your keyboard to set the hour. Use the numbers at the top of your keyboard, or use the arrow keys (up/down) to set the hour. Then click on the minute to enter the minutes.

Please Note: If you have a number pad attached to your keyboard, this number pad willnotwork for date/time input. ***Please use the row of numbers at the top of your keyboard, above the letters.

Click on the AM/PM to adjust. Tap a on your keyboard for AM, or tap p on your keyboard for PM. You can also use your up/down arrow keys to select AM or PM here.

I have a lot of similar sessions. Can I copy & paste session data in Builder?

You can use the schedule template spreadsheet to copy & paste session date down multiple rows and make quick additions and/or edits that way. There is no copy & paste within Builder, when using manual entry. For more information on the schedule template import, please click here !

In what order will my sessions appear?

The schedule will order sessions chronologically. If there are sessions that take place at the same time on the same day, these sessions will appear in alphabetic order for that time period.

When I try to open my CSV file, a window pops up asking me to select punctuation, such as "tab", "semicolon" or "comma". What should I click?

Deselect all options except for "comma", and then press OK.

When I convert my Excel file into a CSV file and open it again, there are strange marks in the text (i.e. white question marks on black diamonds). What do I do?

This is probably a side effect of using non-standard characters in your text fields. Many characters that appear when typing in Microsoft Word/Excel, such as the n-dash or curly quotation marks, are proprietary and non-standard. When transported into a CSV file or a UTF-8 encoded file, they fail to render properly. We recommend uploading this file in .xls format to avoid this encoding issue or by editing using either of these free spreadsheet editors: Libre Office or Apache Open Office.

When Iimport my XLSfile,all of the dates appear to be 4 years old...Help!

This is a well-documented Excel issue that traces back to the way Excel calculates dates (there are two methods: the 1900 method, and the 1904 method). While you can use CSV imports to skirt around the issue, this support article outlines how to adjust your Excel settings to solve the problem: http://www.accountingweb.com/technology/excel/when-excel-dates-mysteriously-shift-by-4-years

I have uploaded some sessions to my schedule. I would like to make changes and/or add more sessions. How do I do that?

We recommend exporting your schedule data so you have one spreadsheet with all of your sessions in one place. Click here to learn how to export your schedule spreadsheet. Make changes to your data there and/or add new sessions to that spreadsheet, then re-import it into Builder. You'll notice the exported data will have Session IDs; Builder generates these for you so it can keep track of your sessions without duplication or loss of data.

My session data doesn't fit into these columns. How do I add the session data I want?

If you change the column headers or add your own columns to this spreadsheet, Builder will not be able to read your data. Use the Description field to contain as much information as possible about your session. Click here for help with concatenation (combining cells to put data in one cell). Click here for help with HTML for things like phone numbers and email addresses. Some information may be best included via .

I am using Schedule Tracks, and I want to assign one session to multiple tracks. Can I do that in the spreadsheet?

Yes! Include multiple track names in the schedule tracks cell by separating each track name with a semicolon. For example: "Track 1; Track 2; Track 3". Don't forget that schedule track names may be no longer than 40 characters each.

Some of my sessions last all day, so I don't want to put a specific start/end time. How can I show this in my guide?

Type the words "All day" in the Start Time for an all-day session. Leave the End Time blank.

The End Time can ONLY be blank when the Start Time says "All day".

I have concurrent sessions thataren'tshowing up in the right order on the app. How do I reorder the sessions the way I want?

You can use the schedule template spreadsheet to set a specific rank to order your concurrent sessions. In the spreadsheet, add a column called "Rank" right after the Description column.

This is the only wayyou can edit the column headers and have Builder still read your data properly.

For sessions that start at the same time on the same date, you may add a number to the Rank column. Lower numbers will appear first in the app. You will not see this rank order reflected in Builder.

In this article, we will explore the connection between the time zone and your schedule sessions.

In your guide's basic details section, you can set a Time Zone for your guide by typing in a city.

Click here to learn how to export your schedule data

This time zone should match the location for your event. If your guide is for a year-round use-case, please set your time zone to your central office or other primary venue you have determined as the guide's overall location. In addition to affecting your schedule sessions, our guide's time zone also determines when your notifications are sent.

Be sure to set the time zone before editing any content or setting up notifications in your guide.

We sometimes hear from folks who have added sessions to their guide and then changed their time zone. You will see all of your schedule session times have shifted - but don't panic! We can help you quickly fix your schedule so all of your session times are correct again.

Step 1: Change the time zone back to what it was (before all of your session times changed on you).

Step 2: Export the schedule from Builder. The exported schedule you get in this spreadsheet should have the correct times for your sessions. Be sure to download and open this document so you have it saved on your computer..

Step 3: In Builder, change the time zone on your guide to the desired time zone. (This will make your schedule session times incorrect again, but we're about to fix them all at once!)

Step 4: Import the exported versionof your schedule spreadsheet back into your guide in Builder. ( Be sure not to alter the session id header or column)

Step 5: Check your email for a "Success" message from Builder. Then refresh the page in Builder to see yourupdated schedule data - with the correct times!

In This Article

The Two Types of Notifications

How to Send a Notification

FAQs

Keep your users informed with notifications. Whether you need to announce a schedule change, you would like to send a reminder, or you have included notifications in your sponsorship packages, the Notifications tool providesa quick and easy way to communicate with everyone who has downloaded your guide.

To ensure your users receive your notifications, encourage them to enable notifications for the app. Notifications also require network connectivity (WiFi or cellular data).

Be sure to set the time zone before editing any content or setting up notifications in your guide.

The Two Types of Notifications

Inbox-Only Notifications

All Notifications sent will be stored in the Inbox. In the app, users will see an unread message indicator next to the Inbox menu item.

reach out to thousands of students at once

An Inbox-only notification will not alert the user outside of the app. Userswill only know they have a message waiting for them when they open the guide and check the Inbox there.

Push Notifications

Push Notifications are alerts that appear outside of the app on users' devices. These messages are also stored in the Inbox for later viewing.

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Left: Notification on lock screen. Center: Notification in device pull-down. Right: Notificationin Inbox.

How to Send a Notification

Go to the Notificationssection of your Guide (shown below). You will not be able to send notifications if you are missing an Inbox module in your guide. Add an Inbox module first, and then you will be able to send notifications!

Tap"Compose Notification".

The messageTitle cannot exceed 80 characters, including spaces. The message Body cannot exceed 1024 characters, including spaces. You can include web address URLs in the message Body.

For more options, click "See more options"

Schedule Notification: Send a notification out at a specific date and time, rather than sending one immediately. The time is determined by the guides time zone, which is set from the Guide Details section.

Link Within Guide (Push Notification Only): Attach a schedule session or custom list item. When users tap/swipe on the notification, they will be taken to that item in the guide. This linked item is not visible in the notification message.

Enable Push Notification (Metered, Premium, Branded Plan Only):Click the toggle to send yournotification as a device alert.

You can send up to 25 Push Notifications per guide. Please reach out to your Account Manager if you need more.

You can send Push Notifications to all users or to a specific subset. Click here to learn more about Group Notifications !

Once sent, notifications cannot be deleted. Please be sure to double check your spelling and punctuation. ( Notifications scheduled for later can be edited until they are sent)

FAQs

Can I test notifications in my guide?

Yes, you can send notifications to see what they will look like. However, we strongly recommend against sending test notifications as they can not be deleted. All of your users will see these messages. If you want to test, make sure the message is something like a welcome note or something else that won't be a problem for all of your users to see. Further, you only have 25 push notifications allotted per guide, so don't waste those!

Want to see it in action? Check out these powerful insights from our in-house data scientist about push messaging at events. You can also read about how Strathcona County uses these features to aid in their municipal solution.

EDU users, such as NC State, have also used push notifications to .

We know that Google Maps doesn't always place the pin on a locationwhere you might like. With this in mind, you can now click and drag the pin on your Google Map to set the location exactly.

Note: After you complete the process, the address you see in Builder will not match the address you see in the app. Be sure to test this in the app to verify! Click here for an example.

Here is the whole process for the guide's main venue. For step by step screenshots, scroll down past this image:

How to Adjust a Google Map Pin

First, enter the Name of the location. Then, in the "Address" box above the map area, type the address for the location (or get as close as you can).

Click and drag the pin to the specific location you would like to display.

Note: The Address you just typed in will change. That's okay!

Below the visible Google Maps box with the pin, change the "Street" field to the address you want to actually display in the guide.

Click Save.

In Builder, you'll see the Google Maps address from the dragged pin.However, the "Street" address is what you will see in the app!

In This Article

How to Set Up Preset Schedules

Using a Template to Set Up Preset Schedules

Frequently Asked Questions

Troubleshooting Help

With Preset Schedules, you can assign sessions to your Users. When your Users login on the app, they will see their pre-assigned agenda in their My Schedule menu item.

How to Set Up Preset Schedules

Before Getting Started:

Make sure you have added sessions to your schedule.

Make sure you have uploaded a list of Users to your guide.

When uploading the list of Users, you can choose to send the invites later. Then you can create the preset schedules and send those without a prior invitation email. This method will combine two emails (invitation to guide, and an invitation to preset schedule) into one prompting them to download your guide and log in to access their Schedule.

If you are going to set up a Preset Schedule for a Group, set up your Groups as well.

Setting Up Preset Schedules

Follow the steps below to manually assign sessions to your Users.

In the Guidebook Builder, open the guide you are working on. From the guide dashboard, click on "Audience Management".

Group

Click on the "Preset Schedules" tab.

Click "Create".

Provide a Schedule namethis is for your reference, and will not be visible to users.

Select the Users and/or Groups who shouldbe assigned this schedule.

Scroll through your sessions and check the boxes to select sessions.

Click Save.

Be sure to click select the "Publish for" dropdown when you're ready to share these Preset Schedules with your Users. You can choose to publish all preset schedules or the preset schedule for a specific attendee.

Builder will send an email inviting those Users to access their personalized schedule in the guide the first time you publish a preset schedule.

Using a Template to Set Up Preset Schedules

Before Getting Started:

Make sure you have added sessions to your schedule.

Export your schedule from Builder to get Session IDs. ( Click here for help )

Make sure you have uploaded a list of Users to your guide.

When uploading the list of Users, you can choose to send the invites later. Then you can create the preset schedules and send those without a prior invitation email. This method will combine two emails (invitation to guide, and an invitation to preset schedule) into one prompting them to download your guide and log in to access their Schedule.

If you are going to set up a Preset Schedule for a, set up your Groups as well.

Let's import!

In the Guidebook Builder, open the guide you are working on. From the guide dashboard, click on "Audience Management."

Then click on the "Preset Schedules" tab.

Click the "CSV/Excel Import" button. Under the "Templates" heading, download a Preset Schedule template spreadsheet.

Please do not change any of the column headers in Row 1. Builder will not be able to read the data properly if these column headers have been modified.

Provide the following information in the spreadsheet:

Schedule Name: Only you will see this in Builder.

Email: Input the email address(es) of each User who should be assigned this schedule. If you have multiple email addresses in one cell, separate each email address with a semicolon.

Session IDs: Provide the Session IDs for the sessions you want to assign here. If you have multiple Session IDs to add to a schedule, separate each Session ID with a semicolon.

After filling out your spreadsheet, be sure to save! Then returnto the Preset Schedule Import screen in Builder.

Click "Select file" to locate the document on your computer, then upload it.

Click "Import data" and refresh the Preset Schedules page in Builder to view / edit your Preset Schedules.

To publish and send an email to your users' the first time you publish a preset schedule, click the "Publish for" button to publish all schedules or the schedules for a specific attendee.

FAQs

How many preset schedules can I assign to one user? Preset Schedules are additive, so you can assign as many preset schedules as needed to a specific user.

How many preset schedules can you make? There is no limit to the number of Preset Schedules you can create.

If Ieditthe Schedule sessions in my guide, will everyone's Preset Schedules automatically update?Be sure to publish your updates on your guide. When you make any changes (add/edit/remove) to Schedule sessions, yes, those changes will reflect across Users's Preset Schedules as well.

Note: Your Users will need to be connected to the Internet (via Wi-Fi or cellular data) in order to receive updates.

If I edit a User's Preset Schedule, will it automatically update? Be sure to select the Publish for button, and choose to publish a specific attendee's schedule (or all attendees schedules) to ensure changes made to a specific Preset Schedule do appear foryour Users.

Can a user delete the schedule items that were preset for them?No, a user will not be able to remove sessions added using a preset schedule. If you need to make updates for a users Preset schedule it should be done from the builder site.

Troubleshooting

If a User states they do not see their assigned Preset Schedule:

Network Connectivity: Ensure the User has a strong Internet connection (via WiFi or Cellular data). Updates can take anywhere from a few seconds to a few minutes to go through, depending on the internet strength. On average, changes should appear 20-30 seconds after you hit "Publish This Schedule."

User Account: Make sure the User has logged in with the same account where you assigned the sessions. If they confirm they are using the correct account, please ask them to log out and log back in.

Updates: Close & re-open the guide, or tap the refresh icon in the navigation menu. This will force the app to check for updates.

If the My Schedule feature still does not load properly, here are a few additional tips:

Have the user try navigating to a different guide icon, and then back to their My Schedule.

Have the user try adding an item to their My Schedule and see if this prompts their assigned sessions to load as well.

If your user is accessing your guide via a web browser,have them clear the cache on their browser and then reload the page.

In This Article

Manually Add Tracks

Use Template Import to Add Tracks

Add Tracks to Existing Sessions

Pinning Schedule Tracks to the Menu

Use Tracks and Pinning to Hide Certain Sessions

A Schedule Track is a filtered view of your schedule. A Track contains a subset of your sessions, according to the track names or "tags" you assign.

For example, you might have sessions tagged by audience (First Year Students; International Students). You might set up your tracks by topic (Sales; Marketing; Executive). You could also createa Schedule Track that houses sessionsfor a specific timeframe (June1216; June 1923).You can assign more than one track designation to a session, so asession might be tagged "June 12-16" and "International Students".

Here is a video walking through all three ways to set up your schedule tracks. For additional details, please visit the written sections below.

Manually Add Tracks

In Builder, navigate to the guide-building screen. Then click on the Schedule menu item in your guide.

Click on the "New session" button. This will open the manual session creator. Add information about your session here.

In the Track field, type in the name of the Track you'd like to assign. Click "Create new track '[track name]'".

Preset Schedules

You will have the option to set a color for your track here.The track description is for your internal notes only. Schedule Track titles may be no longer than 40 characters

You can assign more than one track designation to a session. When you have successfully added your session information and track designation, click "Save".

Continue to repeat this process to manually add your sessions with their track designations.

Use Template Import to Add Tracks

In the schedule template spreadsheet, there is a "Schedule Track" column where you can input your schedule track name.

If you assign more than one track to a session, separate the track names with a semicolon (;).

Please click here for details on importing a schedule template spreadsheet.

Add Tracks to Existing Sessions

You might add your schedule sessions into your guide before deciding to set up tracks, or you might not know what your track names will be.

In Builder, navigate to the guide-building screen. Then click on the Schedule menu item in your guide. Addyour schedule sessions. ( Click here for help with adding sessions. )

Then, in the Schedule menu item, click on the "Tracks" tab. Click "New Track" to create your schedule tracks here - give each a name and a color.

The track description is for your internal notes only. Schedule Track titles may be no longer than 40 characters

Once you have created a track, click on it and then open the "Sessions" tab. Click on the "Search for session..." box to type in the name of sessions and select them. This will assign the sessions to the track.

Pinning Schedule Tracks to the Menu

The Schedule Track feature is a fantastic way to organize and segment your schedule to help your users quickly find the sessions they need.In addition to easy navigation, pinning tracks makes it look like there are multiple, distinct schedules in your guide.

The video covers pinning tracks to the menu as well as creating a folder to house your tracks.

Before you can pin tracks to your menu, please make sure you have your schedule sessions set up in your guide. Then make sure you have created some Schedule Tracks.

Open the guide youre creating on the Builder website.

Click on the Schedule module (you may have re-named this).

Next click on the Tracks tab.

To the right of the track name, click on the settings dropdown (with a gear icon) and select Pin to Menu.

Youll notice your track(s) will now appear in the menu. Feel free to click and drag your menu items to set the order you prefer. You may also click on the track pinned to the menu, navigate to the Settings tab, and change the icon.

Use Tracks and Pinning to Hide Certain Sessions

We know that you sometimes don't want everyone to see every single session in your Schedule all at once. With this Pro Tip, you can hide the master Schedule from view and choose to show specific Schedule Tracks to your Users.

Watch this video and/or follow the written instructions below.

Before Getting Started

Add sessions to your Schedule with your Schedule Tracks set up.

For every session, you do want to make visible in the guide, assign it to a Schedule Track.We recommend creating a "Schedule At-A-Glance" or "Agenda Overview" track to house the general sessions that you want to have visible.

Then everythingelse will be assigned to other tracks, like "Breakout Session A" or "Marketing" and so forth. Remember: one session can be listed on multiple tracks.

In this example, we don't want every single workshop to be visible.

1. Hide the Schedule Module

In Guidebook Builder, open the guide you're working on. Click on the Schedule module from the guide-building screen.

Click on the "Settings" tab.

Find the "Enable" setting and click to turn this off.

Your Schedule module has now been disabled so it is hidden from view in the app.

2. Pin Schedule Tracks to the Menu

In the Schedule module, click on the "Tracks" tab.

To the right of each track, you will see a gear icon. For the tracks you want to make visible on the menu, click this gear icon, and then click "Pin to menu".

This will send the track to the menu with its own icon. Feel free to change the icon.

You can also click and drag to reorder your menuitems. Folders also help keep the menu clutter-free.

What It Looks Like

Before Hiding Sessions

Users will open your guide, access the schedule, and see everything in one place. This might be a little confusing and overwhelming if you have numerous concurrent sessions.

After Hiding Sessions

The pinned track for your "Agenda Overview" will be cleaner and easier to navigate. (Note: notice the linked concurrent sessions? Head over to our linking page for all the details of working with linking).

Sometimes folks use and disable the main Schedule too, if each User has a specific assigned schedule.

Because this solution is a workaround to our default functionality, it is possible that some end-users may inadvertently view yourfull, unfiltered schedule when following the very specific steps below:

End-user taps into the My Schedule feature in the app.

End-user toggles from My Schedule to Schedule (or taps "Add one now" on iOS)

This feature is intentional so that users can access the full schedule set from when creating their personalized schedules. Despite this one caveat, this workaround functions very effectivelyand can really help to enhance the guide browsing experience.

In This Article

Notes

Setting Up The Sync

At Guidebook, we know the importance of solid schedules in mobile guides. To best empower the guide creator, Guidebook offers several methods of schedule upload.While you can easily create a schedule manually or through a spreadsheet import,some organizations may already manage an existing schedule. If you manage a Google calendar or you can export your schedule into iCal format, you may easily be able to sync your schedule with our system in Builder. This article will dive into the steps to setup your schedule from an iCal.

Notes:

Please ensure you are including a unique Schedule Track for each iCal sync. This will prevent your existing Schedule from being overwritten with the data from the iCal sync.

After setting up the sync, please wait several minutes for your sync data to appear in Builder. If it does not appear, please confirm that the start time has passed and that your iCal URL is public and all event details are visible.

Syncs will run every two hours during the dates specified.

Sync will pull the event title, date, duration, description, and locations.

Data syncs will not automatically publish updates; you will still need to publish updates to push your data changes live to the guide.

New syncs will overwrite old syncs (to avoid importing multiple sessions over and over again). For this reason, we recommend making changes to existing sessions from within your iCal feed rather than within Builder.

You may add new sessions to Builder manually, please ensure they are on a different track than the iCal sync.

You may setup more than one iCal sync!

To disable a sync, simply set the end time to be in the past!

Setting Up The Sync

Within Builder, navigate to the Schedule section of the guide.

Click on the "Data Sync" tab from the top right of the schedule overlay.

Click "Create New iCal Sync" from the top left of the page.

Fill in the appropriate information, and hit save! A full breakdown of the fields is below

Name:Choose a name for your feed (this will not display to end-users).

URL:Link to your iCal feed. If you do not know how to access your iCal feed, try contacting your organization's IT team (Guidebook may not be familiar with your setup).

Dates: Enter a start and end time. Your sync will update every two hours between the dates you enter. After the end time passes, your data will no longer sync.

Track:Always include a unique Track in this field. By assigning a unique Track, you will prevent overwriting any existing Schedule data.

Days past window: Some iCal feeds may contain thousands of events. Use the days past window to choosethe recency of data to import. In the screenshot above, only eventsup to 7 days prior to the syncwill be imported.

Days after window:Just as the days past window, set the days after window number to choose how far into the future you'd like your calendar to import. In the screenshot above, events more than 60 days beyond the sync will not be included in the sync.

In This Article

Setting Up Space Limitations and Wait Lists

Audience Management: View Registrations

Have a limited amount of space for a session? Want to require users to register for a session and view who signed up? OurAttendance feature and Audience Management tools allow you to manage registration and waitlists to maximize session attendance.

If you choose to set space limitations or use registration required for sessions, your users will be required to log in to an account before they can add sessions to their My Schedule.Space limitations are available on the Metered and Premium Flat Rate plan levels.

Set Up Space Limitations and Waitlists

Open the guide you're working on, then click on the Schedule module. Inside the Schedule module, click on the Attendance tab.

When editinga Schedule session manually

There are quite a few options available to you in the Attendance management tab.

Anyone can add to my schedule: This option does not restrict the number of users that add the session to their My Schedule.

Nobody can add: This option prevents the schedule from being added to users My Schedule.

Registration Required: This setting should be used when you only have a select number of seats or wish to verify who is in attendance. Once this option is selected, you have a few additional choices:

Registration Start (Optional): You can control the date/time when Users will be able to add sessions to their My Schedule.

Limit Capacity (Optional): Enter a numeric value here to prevent users from registering for a session after a certain number have registered.

Waitlist (Optional): After setting a space limitation, you can choose to enable a Waitlist. If someone drops out of a session, the first person on the waitlist will automatically be added to the session. The waitlisted end-user will receive a notification in the app, alerting them they have successfully been registered for that session.

The two ways to setup Attendance

When importing your Schedule template spreadsheet, use the Attendance columns (H-L) to allow adding to My Schedule, require registration, setyour registration time, limit capacity, and/or allow a waitlist if you would like.

, visit the "Attendance" tab within the schedule feature. Here, you can select a single session to edit or use the checkbox feature to edit multiple sessions at once.

Audience Management: View Registrations

From your Guide Dashboard, click on Audience management.

Select theSession registrations tab to see how many users have signed up for the sessions in your Schedule that require registration. Sessions that do not require a User to register will not appear here. In this tab, you'll be able to see how many Users have registered for each session as well as how many Users have a pre-set registration (assigned via Preset Schedule). If a session has a Wait List enabled, you'll also see how many users are on the list.

For a comprehensive list of registrations, click the Export button. A link to download a spreadsheet of the data will be sent to your inbox.

To see who has signed up for each session, click on a session title. Inside, you'll see a breakdown of the three categories of registrants associated with the session.

In This Article

What is a Custom List?

Displaying Custom List Items

Manually Add a List Item

Manually Edit an Existing List Item

Add a Custom List using a Template

Downloading the List Template

Adding List Item Data to the List Template

Uploading a List Template into Builder

FAQs

What is a Custom List?

The custom list is a fundamental building block of your guide. It is a menu item that houses content for your users. You can add as many custom lists as you need to provide information to your users.

Each custom list will have a name and an icon. Your custom lists can be placed on the main menu itself, or they can live inside a folder if you have a lot of content to keep organized.

Here are some examples of Custom Lists you might include in your guide:

Speakers or Presenters

Sponsors

Exhibitors

Award Winners

Staff Members

Departments on Campus

Nearby Restaurants or Attractions

Glossary of Terms

Presentation Materials or Abstracts

Displaying Custom List Items

Inside a Custom List, you add List Items. Each list item is a "page" of content. This is a great place for a couple of paragraphs of text.

In the list's Settings tab, you can choose to display your list items in a traditional stacked list view or in a grid view, to show off the thumbnail images. This is great for lists of speakers when you have included headshots of the person, exhibitors to show off their logos or if you want to give a more engaging and visual display of your content.

linking --

If you would like to display a single list item on the navigation menu, please click here for instructions on creating one-tap menu items.

Manually Add a List Item

It is quick and easy to add content to your custom lists in Builder. The manual process is great for lists with just a few list items or for handful of edits to existing list items.

This video will show you how to manually add list items and how to edit existing items. It will also show how to rename your list and change the menu item icon.

To add a list item manually, click on the list to open it. Then click the blue New button.

Name (REQUIRED): Enter the name of your list item.

Label/Subtitle (optional): Use this field to provide additional information complementing the name.

Location (optional): To learn all about locations, check out this Support article.

Description (optional): This field is perfect for a couple paragraphs of text.

You can use the formatting tools or the <> HTML editor to modify formatting and input links. Click here for HTML tips.

Image (optional): Include a header image to make your list item pop! You can upload a JPG or PNG file that is 640 pixels wide and 240 pixels tall.

Thumbnail (optional): This is a great place for a logo or a picture of a speaker. You can upload a square JPG or PNG that is 240 pixels tall and 240 pixels wide.

Manually Edit an Existing List Item

To edit an existing list item, just click on the name of the list item. Youll see those List Item details that you added previously, as well as some tabs for additional tools.

Links: Use this tab to link to other sessions, list items, URLs, or PDFs. For more information on linking, please click here. Also Live Polls linked to a session will appear in this tab.

Feedback: You can link to Surveys via the Feedback tab.

Collaborate: Use this tab to invite people to edit the content of this particular item. Anyone you invite to edit a session via the Collaborate tab does not need a Builder account and will not have access to any other content in your guide! Details on the Collaborate Portal are available here.

Add a Custom List using a Template

With a Custom List template, you canquickly add multiple list items to a list at one time. Download a copy of the list template at the bottom of this article, ordownload it from your guide in Builder.

Watch this video to learn how to download the template, add list item data to the template, and then upload the template into Builder.

Downloading the List Template

You can download a copy of the list template at the bottom of this article, or you can find it in your guide in Builder. Click on any custom list menu item, and then click Import from file .

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Near the top-right corner of this window, look for Templates. Click either "Custom List Items (XLS)" or "Custom List Items (CSV)" to download a template.

You can use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open the template files. Please keep in mind that Excel may not handle special characters (like accents) well. Excel cannot encode in UTF-8, which is the preferred text format that Guidebook uses. OpenOffice and LibreOffice are free to download from the links above!

Adding List Item Data to the List Template

Now that you have a Custom Listtemplate, it's time to put your list item informationinto the spreadsheet.

Pleasedon'tchange anything in Row 1 of the template.

Builder is pretty smart, but it needs some help sometimes. Please keep these column headers unchanged so Builder knows how to read your data correctly!

If you would like to import images along with your list template, please visit this Support article here. Otherwise, you can use the template to import all of the text, then go back in and manually add your images.

Uploading a List Template into Builder

After you've added your data to the spreadsheet, you're ready to import the template into Builder.

In your guide in Builder, click on the Custom List menu item you're working on. Then click on the "Data import" button.

Then, click "Start Import" on the left side of the screen, under the "Import list items" heading.

This will open a file browser; please select the listtemplate you were working on. Then click "Import data".

Now What?

You will receive an email that says"Success" or "Whoops!" (Make sure to check your Spam folder if you don't receive this email!)

If you see a "Whoops!" message,please make note of the error message details provided and check out our handy troubleshooting article here.

FAQs

Are you looking for help with an error? Click here for our troubleshooting notes.

When I try to open my CSV file, a window pops up asking me to select punctuation, such as "tab", "semicolon" or "comma". What should I click?

Deselect all options except for "comma", and then press OK.

When I convert my Excel file into a CSV file and open it again, there are strange marks in the text (i.e. white question marks on black diamonds). What do I do?

This is probably a side effect of using non-standard characters in your text fields. Many characters that appear when typing in Microsoft Word/Excel, such as the n-dash or curly quotation marks, are proprietary and non-standard. When transported into a CSV file or a UTF-8 encoded file, they fail to render properly. We recommend uploading this file in .xls format to avoid this encoding issue or by editing using either of these free spreadsheet editors: Libre Office or Apache Open Office.

I have uploaded list items, but now I want to make changes and/or add more list items. How do I do that?

We recommend exporting your custom listso you have one spreadsheet with all of those list's items in one place. Click here to learn how to export your listspreadsheet. Make changes to your data there and/or add new list itemsto that spreadsheet, then re-import it into Builder. You'll notice the exported data will have List ItemIDs; Builder generates these for you so it can keep track of your list itemswithout duplication or loss of data.

My listdata doesn't fit into these columns. How do I add the listdata I want?

If you change the column headers or add your own columns to this spreadsheet, Builder will not be able to read your data. Use the Description field to contain as much information as possible about your list item. Click here for help with concatenation (combining cells to put data in one cell). Click here for help with HTML for things like phone numbers and email addresses. Some information may be best included via .

With Preset Schedules, you can assign sessions to your Users. When your Users log in on the app, they will see their pre-assigned agenda in their My Schedule menu item.

To learn how to create Preset Schedules manually, please click here.

In this article, we will show you how to import a special template spreadsheet to create Preset Schedules for many Users at once.

Before Getting Started

Make sure you have added sessions to your schedule.

Export your schedule from Builder to get Session IDs. ( Click here for help )

Make sure you have uploaded a list of Users to your guide.

When uploading the list of Users, you can choose to send the invites later. Then you can create the preset schedules and send those without a prior invitation email. This method will combine two emails (invitation to guide, and an invitation to preset schedule) into one prompting them to download your guide and log in to access their Schedule.

If you are going to set up a Preset Schedule for a Group, set up your Groups as well.

Let's import!

In the Guidebook Builder, open the guide you are working on. From the guide dashboard, click on "Audience Management."

Then click on the "Preset Schedules" tab.

Click the "CSV/Excel Import" button. Under the "Templates" heading, download a Preset Schedule template spreadsheet.

Note: Please do not change any of the column headers in Row 1. Builder will not be able to read the data properly if these column headers have been modified.

Provide the following information in the spreadsheet:

Schedule Name: Only you will see this in Builder.

Email: Input the email address(es) of each User who should be assigned this schedule. If you have multiple email addresses in one cell, separate each email address with a semicolon.

Session IDs: Provide the Session IDs for the sessions you want to assign here. If you have multiple Session IDs to add to a schedule, separate each Session ID with a semicolon.

After filling out your spreadsheet, be sure to save! Then returnto the Preset Schedule Import screen in Builder.

Click "Select file" to locate the document on your computer, then upload it.

Click "Import data" and refresh the Preset Schedules page in Builder to view / edit your Preset Schedules.

To publish and send an email to your users' the first time you publish a preset schedule, click the "Publish for" button to publish all schedules or the schedules for a specific attendee.

The Schedule Track feature is a fantastic way to organize and segment your schedule to help your users quickly find the sessions they need.In addition to easy navigation, pinning tracks makes it look like there are multiple, distinct schedules in your guide.

The video covers pinning tracks to the menu as well as creating a folder to house your tracks.

Pinning Schedule Tracks to the Menu

Before you can pin tracks to your menu, please make sure you have your schedule sessions set up in your guide. Then make sure you have created some Schedule Tracks.

Open the guide youre creating on the Builder website.

Click on the Schedule module (you may have re-named this).

Next click on the Tracks tab.

To the right of the track name, click on the settings dropdown (with a gear icon) and select Pin to Menu.

Youll notice your track(s) will now appear in the menu. Feel free to click and drag your menu items to set the order you prefer. You may also click on the track pinned to the menu, navigate to the Settings tab, and change the icon.

The schedule template spreadsheet lets you quickly add multiple sessions to your guide at once. You can download a copy of the schedule template at the bottom of this article, or you can find it in your guide in Builder.

Pleasedon'tchange anything in Row 1 of the template. Builder is pretty smart, but it needs some help sometimes. Please keep these column headers unchanged so Builder knows how to read your data correctly!

In this article, we will cover:

Downloading the Schedule Template

Adding Session Data to the Schedule Template

Uploading a Schedule Template into Builder

Pro Tips andFAQs

Before you get started with your Schedule Template, make sure you have gathered as much session data as possible. This includes session names, dates, times, locations, descriptions, and tracks (if applicable).

Watch this video to learn how to download the template, add session data in the template, and then upload the template into Builder.

Downloading the Schedule Template

You can download a copy of the schedule template at the bottom of this article, or you can find it in your guide in Builder. Click on your schedule module, and then click Data Import/Sync.

linking --

Near the top-right corner of this window, look for Templates. Click either "Schedule (XLS)" or "Schedule (CSV)" to download a template.

You can use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open the template files. Please keep in mind that Excel may not handle special characters (like accents) well. Excel cannot encode in UTF-8, which is the preferred text format that Guidebook uses. OpenOffice and LibreOffice are free to download from the links above!

Adding Session Data to the Schedule Template

Now that you have a schedule template, it's time to put your session data into the spreadsheet.

Note: Pleasedon'tchange anything in Row 1 of the template. Builder is pretty smart, but it needs some help sometimes. Please keep these column headers unchanged so Builder knows how to read your data correctly!

Schedule Track titles may be no longer than 40 characters.

If you leave "Allow adding to my schedule" blank, it will be TRUE by default. This means your users will be able to add sessions to their My Schedule module.

The "Allow adding to my schedule" through "Allow Waitlist" columns pertain to session attendance management. Click here for more details!

Uploading a Schedule Template into Builder

After you've added your data to the spreadsheet, you're ready to import the template into Builder.

In your guide in Builder, click on the Schedule menu item. Click on the "Data import/sync" button.

Then click "Select file" on the left side of the screen, under the "Import schedule" heading.

This will open a file browser; please select the schedule template you were working on. Then click "Import data".

Now What?

You will receive an email that says"Success" or "Whoops!" (Make sure to check your Spam folder if you don't receive this email!)

If you see a "Whoops!" message,please make note of the error message details provided and check out our handy troubleshooting article here.

Pro Tips andFAQs

Are you looking for help with an error? Click here for our troubleshooting notes.

When I try to open my CSV file, a window pops up asking me to select punctuation, such as "tab", "semicolon" or "comma". What should I click?

Deselect all options except for "comma", and then press OK.

When I convert my Excel file into a CSV file and open it again, there are strange marks in the text (i.e. white question marks on black diamonds). What do I do?

This is probably a side effect of using non-standard characters in your text fields. Many characters that appear when typing in Microsoft Word/Excel, such as the n-dash or curly quotation marks, are proprietary and non-standard. When transported into a CSV file or a UTF-8 encoded file, they fail to render properly. We recommend uploading this file in .xls format to avoid this encoding issue or by editing using either of these free spreadsheet editors: Libre Office or Apache Open Office.

When Iimport my XLSfile,all of the dates appear to be 4 years old...Help!

This is a well-documented Excel issue that traces back to the way Excel calculates dates (there are two methods: the 1900 method, and the 1904 method). While you can use CSV imports to skirt around the issue, this support article outlines how to adjust your Excel settings to solve the problem: http://www.accountingweb.com/technology/excel/when-excel-dates-mysteriously-shift-by-4-years

I have uploaded some sessions to my schedule. I would like to make changes and/or add more sessions. How do I do that?

We recommend exporting your schedule data so you have one spreadsheet with all of your sessions in one place. Click here to learn how to export your schedule spreadsheet. Make changes to your data there and/or add new sessions to that spreadsheet, then re-import it into Builder. You'll notice the exported data will have Session IDs; Builder generates these for you so it can keep track of your sessions without duplication or loss of data.

My session data doesn't fit into these columns. How do I add the session data I want?

If you change the column headers or add your own columns to this spreadsheet, Builder will not be able to read your data. Use the Description field to contain as much information as possible about your session. Click here for help with concatenation (combining cells to put data in one cell). Click here for help with HTML for things like phone numbers and email addresses. Some information may be best included via .

I am using Schedule Tracks, and I want to assign one session to multiple tracks. Can I do that in the spreadsheet?

Yes! Include multiple track names in the schedule tracks cell by separating each track name with a semicolon. For example: "Track 1; Track 2; Track 3". Don't forget that schedule track names may be no longer than 40 characters each.

Some of my sessions last all day, so I don't want to put a specific start/end time. How can I show this in my guide?

Type the words "All day" in the Start Time for an all-day session. Leave the End Time blank. ***Note: The End Time can ONLY be blank when the Start Time says "All day".

I have concurrent sessions thataren'tshowing up in the right order on the app. How do I reorder the sessions the way I want?

You can use the schedule template spreadsheet to set a specific rank to order your concurrent sessions. In the spreadsheet, add a column called "Rank" right after the Description column. ***This is the only wayyou can edit the column headers and have Builder still read your data properly.

For sessions that start at the same time on the same date, you may add a number to the Rank column. Lower numbers will appear first in the app. You will not see this rank order reflected in Builder.

With a Custom List template, you canquickly add multiple list items to a list at one time. Download a copy of the list template at the bottom of this article, ordownload it from your guide in Builder.

Watch this video to learn how to download the template, add list item data to the template, and then upload the template into Builder.

Downloading the List Template

You can download a copy of the list template at the bottom of this article, or you can find it in your guide in Builder. Click on any custom list menu item, and then click Import from file .

linking --

Near the top-right corner of this window, look for Templates. Click either "Custom List Items (XLS)" or "Custom List Items (CSV)" to download a template.

You can use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open the template files. Please keep in mind that Excel may not handle special characters (like accents) well. Excel cannot encode in UTF-8, which is the preferred text format that Guidebook uses. OpenOffice and LibreOffice are free to download from the links above!

Adding List Item Data to the List Template

Now that you have a Custom Listtemplate, it's time to put your list item informationinto the spreadsheet.

Pleasedon'tchange anything in Row 1 of the template.

Builder is pretty smart, but it needs some help sometimes. Please keep these column headers unchanged so Builder knows how to read your data correctly!

If you would like to import images along with your list template, please visit this Support article here. Otherwise, you can use the template to import all of the text, then go back in and manually add your images.

Uploading a List Template into Builder

After you've added your data to the spreadsheet, you're ready to import the template into Builder.

In your guide in Builder, click on the Custom List menu item you're working on. Then click on the "Data import" button.

Then, click "Start Import" on the left side of the screen, under the "Import list items" heading.

This will open a file browser; please select the listtemplate you were working on. Then click "Import data".

Now What?

You will receive an email that says"Success" or "Whoops!" (Make sure to check your Spam folder if you don't receive this email!)

If you see a "Whoops!" message,please make note of the error message details provided and check out our handy troubleshooting article here.

FAQs

Are you looking for help with an error? Click here for our troubleshooting notes.

When I try to open my CSV file, a window pops up asking me to select punctuation, such as "tab", "semicolon" or "comma". What should I click?

Deselect all options except for "comma", and then press OK.

When I convert my Excel file into a CSV file and open it again, there are strange marks in the text (i.e. white question marks on black diamonds). What do I do?

This is probably a side effect of using non-standard characters in your text fields. Many characters that appear when typing in Microsoft Word/Excel, such as the n-dash or curly quotation marks, are proprietary and non-standard. When transported into a CSV file or a UTF-8 encoded file, they fail to render properly. We recommend uploading this file in .xls format to avoid this encoding issue or by editing using either of these free spreadsheet editors: Libre Office or Apache Open Office.

I have uploaded list items, but now I want to make changes and/or add more list items. How do I do that?

We recommend exporting your custom listso you have one spreadsheet with all of those list's items in one place. Click here to learn how to export your listspreadsheet. Make changes to your data there and/or add new list itemsto that spreadsheet, then re-import it into Builder. You'll notice the exported data will have List ItemIDs; Builder generates these for you so it can keep track of your list itemswithout duplication or loss of data.

My listdata doesn't fit into these columns. How do I add the listdata I want?

If you change the column headers or add your own columns to this spreadsheet, Builder will not be able to read your data. Use the Description field to contain as much information as possible about your list item. Click here for help with concatenation (combining cells to put data in one cell). Click here for help with HTML for things like phone numbers and email addresses. Some information may be best included via .

It is quick and easy to add content to your custom lists in Builder. The manual process is great for lists with just a few list items or for handful of edits to existing list items.

This video will show you how to manually add list items and how to edit existing items. It will also show how to rename your list and change the menu item icon.

Manually Add a List Item

To add a list item manually, click on the list to open it. Then click the blue New button.

here

Name (REQUIRED): Enter the name of your list item.

Label/Subtitle (optional): Use this field to provide additional information complementing the name.

Location (optional): To learn all about locations, check out this Support article.

Description (optional): This field is perfect for a couple paragraphs of text.

You can use the formatting tools or the <> HTML editor to modify formatting and input links. Click here for HTML tips.

Image (optional): Include a header image to make your list item pop! You can upload a JPG or PNG file that is 640 pixels wide and 240 pixels tall.

Thumbnail (optional): This is a great place for a logo or a picture of a speaker. You can upload a square JPG or PNG that is 240 pixels tall and 240 pixels wide.

Manually Edit an Existing List Item

To edit an existing list item, just click on the name of the list item. Youll see those List Item details that you added previously, as well as some tabs for additional tools.

Links: Use this tab to link to other sessions, list items, URLs, or PDFs. For more information on linking, please click here. Also Live Polls linked to a session will appear in this tab.

Feedback: You can link to Surveys via the Feedback tab.

Collaborate: Use this tab to invite people to edit the content of this particular item. Anyone you invite to edit a session via the Collaborate tab does not need a Builder account and will not have access to any other content in your guide! Details on the Collaborate Portal are available .

In This Article

Terminating Service

Guide Status

If you used the Metered Guide plan for your event, you may be wondering if it's possible to prevent further user downloads and charges from being incurred. In this article, we will walk you through the steps of terminating your Metered Guide so you don't receive any surprise charges from downloads that took place after the event was over.

Terminating Service

From your Guide Dashboard, click on the More Options ellipsis button () to the right of the guide title, then select Terminate Service (as shown below).

copying to a new guide.

Guide Status

Once you have terminated service on your Metered Guide, the guide's status will then be shown as "Lapsed" as can be seen in the image below. Once a guide is in the "Lapsed" status, it is no longer accessible by new users.

Terminating service is irreversible and will prevent publishing any updates to the guide as well as prevent any new downloads.

Upon termination, the web version of the guide will no longer be accessible. The final bill will be issued at the beginning of the following month. The credit card on file cannot be changed until the final bill is paid and there are no outstanding balances.

An archived version of the guide will still be visible in the Builder site for you to view metrics, export data (including survey responses), and use as a source for

In This Article

What is a Pre-Purchased Guide?

How to Access a Pre-Purchased Guide

FAQs

If your Organization has purchased numerous guides, you will see these guides on your builder.guidebook.com homepage under "Build new guides."

What is a Pre-Purchased Guide?

When an Organizationpurchases a number of guides for use during a subscription, these guides appear on the builder.guidebook.com homepage under the Build new guides section.

A pre-purchased guide will have features available to you per the plan level you have purchased. If you have some Plus guides as well as some Premium guides on your account, make sure to select the correct one when youre ready to start guide-building!

If you are an Organization Member, when you hover over a new guide, you'll see an option to "Click to request access." You can follow this link to send a request to your Organization Admins to use that guide.

How to Access Your Pre-Purchased Guide

Find the Guide

You will see pre-purchased guides froma current, active subscription on your builder.guidebook.com homepage. Be sure that you are viewing guides for your organization and not your personal account:

[email protected]

Once you are viewing the correct organization, click "Build new guides" on your left menu.

Click on a pre-purchased guide to Get Started ! If your organization has purchased a mix of Plus, Premium, and Tours Guides, make sure to start the correct type of guide.You can click "See more" to find the specific guide you'd like to use. You might also have guides that are for a future year, so take a look at the Active dates before choosing a guide.

Get Started

Once you have found the pre-purchased guide you want to work on, you will have the option to start from scratch or to Copy features from an existing guide.

If you would like to start from scratch, click "Start without a template". You will arrive at the guide-building screen. Click here for help with guide-building!

If you would like to copy content from another guide into this one, click to "Select features." Select your source guide, which has the content you want to copy over. Builder will let you know when your content has successfully copied over and you can then continue working on your guide.

FAQs

Help! I don't see any of the guides we paid for!

If you are an OrganizationMember, please reach out to your Org. Admin to request access to a guide, or click the link to request access to a guide.

If you are an Organization Admin but still don't see your pre-purchased guides, please contact your Account Manager.If you don't know who your Account Manager is, reach out to Supportat [email protected].

Whoops - I started working on the wrong guide. What do I do?

If you were supposed to be building content on a pre-purchased guide but you accidentally started working on some other guide (perhaps a guide on your individual account), don't worry!

If you havenot published your guide yet, check in with your Org. Admin to find the correct guide. Then, just use the feature copy tool to move your content from the incorrect guide into one of your pre-purchased guides. You can continue adding content to your pre-purchased guide moving forward.

If youhave published the incorrect guide, please contact your Account Manager as soon as possible to have this resolved. If you don't know who your Account Manager is, send us a note at.

In This Article

Basic Requirements

App Store Listing Text

App Graphics

Theme

Additional Information

This support article will go into detail on the different assets that you will need to create a Branded Space or app. Weve outlined the specific design elements needed to create your app. While this document shows the iPhone view of an app, we use the same elements to design for the iPad and Android versions of your app (which will have a different layout to conform to screen size and hardware specs).

Notes:

It is important that you finalize these elements prior to app store submission.

Once you submit the app, you cannot make any changes until it has been approved by the app store.

Once your app is live, you can resubmit any changes you want. Each resubmission will take approximately seven days for approval.

While app elements need to undergo app store approval, you can edit the content of any guide within your app in real time.

In order to host your Branded app in the App Store, you must enroll in the Apple Developer Program as an organization. To learn more about the enrollment process you may view our documentation.

App Store Listing Text

App Full Name (30 characters max, including spaces)

Preview Description (50 characters max, including spaces)

Full Description (4,000 characters max)

Product Feature Bullets (500 characters max)

Keywords (100 characters total)

App Graphics

App Icon (1024px by 1024px .PNG or .JPEG)

Splash Screen (1150px by 2732px image on a background of 2048px by 2732px .PNG or .JPEG)

App Home Logo (1024px by 1024px .PNG or .JPEG)

Promotional Image (1920px by 1186px .PNG or .JPEG)

Theme

Base

App Background

Main Text

Navbar Background

Navbar Text

Navbar Icon

Additional Information

App Types

App/Guide Privacy

Guide Customization & Icons

Screenshots

App Store Listing Text

App Full Name

(30 characters max, including spaces)

This will be the title of your app as displayed in each of the app stores. The shorter the better.

A typical name is about 15-20 characters long. Its helpful to think in terms of what users might search for in the app store. For example, ABC Corp Events or ABC Summit.

App Short Name

(20 characters max, including spaces, 11-14 characters recommended)

This is the name of your app that shows up underneath the icon on the devices home screen. Special characters (@, +, etc.) are not permitted. While the technical limit is twenty characters, we encourage you to use no more than 1114 characters. If you use more than that your short name will be truncated. For instance, Example Short Name which is eighteen characters in length, will be displayed as ExampleSho.

Preview description

(50 characters max, including spaces)

Google Play requires a shorter app description. This serves as a preview to users viewing your app listing. After seeing this they can tap or click to view more information.

A preview description is very brief, e.g. This is the official app for XYZs Event.

Full description

(4,000 characters max, including spaces)

This is the description people will see when they search for your guide in the various app stores. It should describe the purpose and/or value of the app to the prospective user.

It doesnt need to be very detailedyou can introduce your university or event, and highlight some key features that you would like the user to know about. Using keywords in your description is a good idea.

Product feature bullets

(500 characters max)

The following are some commonly used examples:

Easy access to the full schedule of events

Lists and descriptions of speakers and campus resources

Integration with Twitter, Facebook, YouTube

My Schedule and To-Do List

Keywords

(100 characters max)

Keywords that can be used to find your app on the App Store. Separate keywords with commas

The words in total, including commas and spaces, cannot exceed 100 characters

Example: XYZ University, XYZ Campus Events, XYZ Mascot Name, XYZ Student Affairs

Google Play does not use the submitted keywords; instead, it has its own algorithms for determining keywords relevant to the app. To ensure that your app ranks as highly as possible, please use the keywords in your app description.

App Graphics

App Icon

This is the icon which represents your app on the home screen of a users phone.

Square-aspect icon

.PNG or .JPEG format

Do not round corners

Dimensions: 1024px by 1024px

Splash Screen

This is the screen that appears as the app is loading, usually 13 seconds.

This image fills the entire splash screen

Format: .PNG or .JPEG

Dimensions: 2048px by 2732px

The safe area to avoid horizontal cropping is 1150px wide. Please constrain any important text or logos to this area, while ensuring that background colors, graphics, or images span the full width and height of the canvas.

Home Logo

This displays in the apps guide discovery as the featured logo image. Make sure the image looks good as a circleit will be cropped by the Builder website.

Dimensions: 1024px by 1024px

Format: .PNG or .JPEG

The Home Logo is also used on the apps log-in screen.

Promotional Image

You can think of this image as a banner advertisement that is used for promotion in Google Play. You can use your company logo or any other representative image.

Dimensions: 1920px by 1186px

Format: .PNG or .JPEG

Theme

Each app is composed of six core colors. Lets have a look and see where they are applied:

In order to make sure that all elements of the app are visible and legible, ensure that your theme provides sufficient contrast in the following areas.

Navbar Text and Navbar Icon should provide contrast from Navbar Background

Main Text and Base should provide contrast from Space Background

Additional Information

Application Types

The guides you create will serve as the content of your app. We give you the option of selecting whether you want to create a single-guide application or a multi-guide application.

After initially submitting your app, switching from one type of application to another will require resubmission. Switching guides within a single-guide app will also require a resubmission. If you are reusing a single-guide app shell with a guide please ensure you leave adequate time to submit an app update to change the guide.

Guide and App Privacy

Single-guide Application

You have the option to use the invite-only privacy setting (requires user login). Only people invited to the Users list will be able to access your guide.

To set up invite-only on a single-guide app please be sure to reach out to your account manager. Changing these privacy settings requires an app resubmission to update.

Multi-guide Application

Guide privacy is assigned on a per-guide basis, which you can assign through the Guidebook Builder website. No app resubmission required.

Screenshots

We are required to submit a minimum of two screenshots of your app to the iOS App Store and three to Google Play. By default, our system takes screenshots of your navigation screen, the schedule, and maps. If you would like to upload your own screenshots, you will have the option of doing so through the app dashboard.

In This Article

Apple Submission Information

Apple Categories

Previews and Screenshots Sizes

When another department in your organization is responsible for submitting your app to your organizations developer account we recommend making sure that they have the relevant content to complete the submission process to avoid making unnecessary re-submissions.

Your team will be asked to enter the following information via your Developer Account when you submit your app for the first time if Guidebook is not managing this process on your behalf.

If your app is being re-submitted to implement changes to any of these aspects, you will need to make your colleagues aware as any alterations made to these in your App Dashboard in Builder will not reflect in your app automatically.

Apple Submission Information

Name

Description

OS version

The Guidebook team will provide you with this information.

App Name

The name of your app as it will appear on the App Store. The character limit is 30.

This information will have been entered in Builder underApp Management > App full name

Privacy Policy URL

https://www.guidebook.com/privacy

Primary Language

If localized app informationisn'tavailable in an App Store territory, the information from your primary language will be used instead.

Category

The category that best describes this app. See the bottom of this article for options.

App Previews

and Screenshots

Screenshots must be in the JPG or PNG format, and in the RGB color space. You can create screenshots using the dimensions below or let the Guidebook team member know if you would like new screenshots shared with you and of which guide.

See the bottom of this article for Previews and Screenshot Sizes.

Promotional Text

Promotional text lets you inform your App Store visitors of any current app features without requiring an updated submission. This text will appear above your description on the App Store for customers with devices running iOS 11 or later.The character limit is 170.

This field is optional.

Keywords

One or more keywords that describe your app. Keywords make App Store search results more accurate. Separate keywords with a comma.The character limit is 91.

This information will have been entered in Builder under App Management > Keywords

Description

A description of your app, detailing features and functionality. It will also be used for your Apple Watch app.The character limit is 4000.

This information will have been entered in Builder under App Management > Description

Version info

What's New in this version?The character limit is 4000.Let the Guidebook team member know if you would like further details to provide here if the difference is not content related.

Support URL

https://www.support.guidebook.com/

Marketing URL

https://www.guidebook.com/

App Store Icon

This icon will be used on the App Store. For apps built with Xcode 9 or later, add this icon in the build. For apps built with earlier versions of Xcode, add the icon here.This image should be 512 x 512 px.

This information will have been entered in Builder under App Management > App Images > App Icon

Copyright

The name of the person or entity that owns the exclusive rights to your app, preceded by the year the rights were obtained (for example, "2008 Acme Inc."). Do not provide a URL

Rating

Age 4+, Age 18+, etc

Routing App Coverage File

Specify the geographic regions supported by your app. The file must be in the .geojson format and can only contain only one mulitpolygon elements.

App Review Information

If your guide is public, this field is not required.

If your guide is passphrase protected, provide this information.

If your guide is invite-only, the Guidebook team will provide you with this information.

We would also recommend including the following:Please be sure to check out from the guide and delete any testing notes/comments in the guide.

Notes

Additional information about your app that can help during the review process. Include information that may be needed to test your app, such as app-specific settings and log-ins.The character limit is 4000.

Apple Categories

Books

Business

Catalogs

Education

Entertainment

Finance

Food & Drink

Games

Health & Fitness

Lifestyle

Medical

Music

Navigation

News

Photo & Video

Productivity

Reference

Social Networking

Sports

Travel

Utilities

Weather

Previews and Screenshots Sizes

12.9" iPad Pro - 2048px 2732px

10.5" iPad Pro-1668px 2224px

9.7" iPad-1536px 2048px

7.9" iPad mini 4-1536px 2048px

iPhone X-1125px 2436px

iPhone 8 Plus - 1242px 2208px

iPhone 8-750px 1334px

iPhone 7 Plus - 1242px 2208px

iPhone 7-750px 1334px

iPhone 6s Plus - 1242px 2208px

iPhone 6s-750px 1334px

iPhone SE-640px 1136px

In This Article

Why should you care about GDPR?

As an end user, what information is shared?

As an end user, how will my shared information be used?

How do I control my privacy options?

How can guide organizers encourage users to allow sharing?

Which guidebook features are impacted by GDPR?

FAQs

What is the GDPR?

The General Data Protection Regulation (GDPR) is a new European privacy regulation which will replace the current EU Data Protection Directive (Directive 95/46/EC). The GDPR aims to harmonize data privacy laws across the EU and strengthen the security and protection of the personal data of all EU residents. GDPR goes into effect on May 25th, 2018. Guidebook is committed to ensuring the highest forms of data protection for our customers and we have implemented new tools to assist users with managing their privacy.

Why should you care about GDPR?

The General Data Protection Regulation sets a whole new bar for user privacy around the world. Despite all the hand-wringing and hedging you may read about around this regulation, the core concept is simple, clear, and admirable: companies must tell users how their data is used and give users a choice when it comes to those data uses. Guidebook believes that meeting the standards of compliance for the GDPR is important for every organization, no matter where, for a few reasons. First, extending these standards to each user articulates clearly that data privacy is being taken seriously. This, in turn, builds consumer trust. If that werent enough, the penalties for noncompliance are steep, and extending strong privacy rights to all users is the only way to be ensure compliance in deployments. We never want any of our customers to run afoul of EU regulations. In order to guarantee that your events are always GDPR compliant, no matter who accesses them or where they are accessed from, were making the following changes to our platform.

A user must grant consent to share their information before their data can be processed in certain ways. This means that, until a consent decision is made, a users data will not be shared in a selection of our features.

Users can easily control their privacy status in our new Privacy Center located within their account settings on the app, or online.

As an end user, what information is shared?

By consenting to share information, the following bits of information will be shared with the guide organizer:

The sessionsyou'veadded to your personalized schedule.

The points of interest (speakers, vendors, etc.)you'veadded to your to-do list.

Your general usage metrics (time in the guide, how many times you opened the guide, etc.)

This information is used to improve the product and help the guide organizers provide better experiences for end users.

If you choose not to share your information with the guide but you check in to the Attendees feature of a guide, your profile details will be visible (first name, last name, company information, profile image). If you connect with other users, you will share any additional information you have entered in your Profile details (contact info, social media links, website).

If you choose not to share your information but sign-in to a Guidebook account when accessing the guide, the organizers will see your first and last name, email, avatar image, and any company informationyou'vechosen to include in your Guidebook profile. By allowing your QR code to be scanned or provide an email for attendance purposes, then your information may be shared with the guide owner or individual that scans the QR code.Usage details will not be provided.

As an end user, how will my shared information be used?

When end-users share data with the guide organizers, everyone wins. Here are a few of the ways shared data may be used:

To improve attendee experience: When guide organizers more thoroughly understand their attendee composition, they can provide more enriching sessions, more structured content, and can overall provide a more tailored experience for each and every attendee. By refusing consent to share data, guide organizers will not be able to cater as well to your needs.

To smooth event operations: By sharing your session preferences with the guide organizers, those organizers can procure larger rooms, adjust schedule timing to accommodate for more attendance, and ensure that each session you attend gives you the most comfortable and valuable setting.

To plan better future events: The more event organizers understand what was successful and what could be improved, the better off they will be planning future events that you may attend.

To improve marketing operations: No one wants to be sent marketing material thatisn'trelevant to them. By consenting to share your data you may help event organizers minimize irrelevant marketing.

How do I control my privacy options?

New features have been added to our apps which allow you to easily control which guides have access to your information. You can adjust your privacy options three ways.

An automatic prompt when first opening the guide

When a guide is first opened, a Privacy Options prompt will display asking if youd like to allow sharing with the guide.

here

From within the Privacy Center located in users profile

To navigate to the Privacy Center on the app, follow these steps:

Tap the profile icon in the top right corner to log in or create an account.

Tap the gear icon to access your profile settings.

Scroll to the bottom and open the Privacy Center where you can toggle on or off your sharing status for each guide.

The online Privacy Center

Navigate to https://builder.guidebook.com/gdpr-webview/ to control your sharing status outside of an app.

How can guide organizers encourage users to allow sharing?

When users choose to share information with Guidebook, they provide a lot of valuable data about the guides use. This data can be used by event organizers in real-time as the event is ongoing or to evaluate post-event to determine areas of improvement for the next event. Guidebooks new changes make it easy for users to grant consent or revoke consent to share this information. As an event organizer, youll want as many users to grant consent to share their data as possible. Here are some tips to encourage a high rate of sharing.

Notify users during guide promotion

When promoting your guide for download, let users know that theyll be asked if they want to share their information and encourage them to consent to sharing. This provides valuable data to improve their experience. See As an end-user, how will my shared information be used?

Add a web view of the Privacy Center to the guide menu

Make it even easier for your users to navigate to the Privacy Center. Instead of navigating to their profile settings, you can add the Privacy Center as part of the guides menu. Just add a Web View module to your guide and direct it to https://builder.guidebook.com/gdpr-webview/ .

Send a push notification after on-boarding

After users have downloaded the guide, send a push notification encouraging them to allow sharing.

Which Guidebook features are impacted by GDPR?

User Engagement Reports: Users who have not allowed sharing will not appear in these reports.

Audience Insights Users Views: Audience Insights views of users who have not consented to sharing will not be viewable.

Users and Groups List Export: Users who have not consented to sharing their data will be anonymized in the Users and Groups user list export. The total number of created, invited, or logged in Users will be accurate, but if consent has not been granted, those users will be anonymized.

Exports using integrations: Users who have not consented to sharing their data will not be included in the data sent via integrations.

Branded Apps must be updated to include the new Privacy Center and Consent Prompt features. Without these, userscan'tconsent to share their data in the app. In the meantime, you could add a Web View module that directs to the online Privacy Center .

FAQs

How can I check to see if I am sharing information with any guides?

The default setting is not sharing. Navigate to the Privacy Center on your phone or computer, and youll be able to manage all of your guide sharing preferences in one place.

What if I only want to consent to sharing my information with one guide in the app?

No problem, privacy is set on a guide-by-guide basis with the default being not sharing. If you decide to share information it will only be for that guide.

Does this apply to Branded Apps too?

Yes, Branded Apps are GDPR compliant like the Guidebook app. Branded App clients should resubmit their app so that it includes the new Privacy Center. Otherwise, users will not be able to consent to share information within the app. In the meantime, you could add a Web View module that directs to the online Privacy Center.

If I check in to a guide (Attendees module), am I consenting to share my information?

Only basic information from your profile will be visible if provided (name, company info, avatar image). You can check in without sharing your guide activity with organizers. Checking in will allow other attendees to see that you are at the event and allow them to send you a message or connect to see your full profile.Your profile details will be visible to others in the Attendees list. If you connect with other users, you will share any additional information you have entered in your Profile details (contact info, social media links, website).

For more details on Guidebooks commitment to GDPR, see the PDF .

In This Article

What You Need to Enroll

Enrollment Process

Invite Guidebook to Your Account

Enrollment in the Apple Developer program is required in order to host your Branded app in the iOS App Store. This document walks through enrolling in the Apple Developer program.

After setting up an Apple Developer Account (or if you already have one), please invite Guidebook to collaborate on your account. Guidebook will then continue managing your app for you, keeping it updated and functioning properly.

Apple will reject your app submission unless it is submitted directly by the provider of the apps content. There must be a direct business relationship between the app you are submitting, and the developer account you are submitting with. Refer to Apples App Review Guidelines for more information.

You will need to be able to log in to your Apple Developer account peridoically to accept updates to Apple's Program Licence Agreement. You will be required to renew your membership to Apple's Developer Program annually.

Review the flowchart below to get started. You can click a blue button to jump to the appropriate step, or scroll down for the written instructions.

Do you already have an Apple Developer Account?

Users and Access section of your account

Set up with Guidebook

Do you have a company Apple ID?

Enroll in the program

Create an Apple ID

Please notethat this process can take approximately two to four weeks to complete once your Apple Developer Program Enrollment application has been submitted.

You will also need to have purchased a Branded App from Guidebook before proceeding.

What You Need to Enroll

During the enrollment process, you will need access to the following:

Legal organization/company name

D-U-N-Snumber: If you are unsure of your D-U-N-S number, use this Apple-provided lookup tool or reach out to your finance team.

Your company website address

A contact phone number: Apple will call this number to verify your enrollment.

An email address to use for the account registration

When creating your Apple ID, we recommend using an email address specific to your Apple Developer enrollment, e.g. [email protected]. This will allow other individuals to continue managing this process on behalf of your organization, should the Account Holder move to a different project or leave the company entirely.

Enrollment Process

Create Your Apple ID

The email address you use for the account registration should be tied to an Apple ID. If you do not have an Apple ID registered with that email address, you may create one on Apples website.

Turn on Two-Factor Authentication

Before you can apply for an Apple Developer account, you must have t wo-factor authentication (2FA) enabled for your Apple ID. Youll need an iOS or macOS device to complete this process. It is important to note that you can only enable 2FA when an Apple ID is signed in as the primary account for that device. Additionally, two-factor authentication is different than two-step verification. Once 2FA has been enabled, you can add your Apple ID as a secondary account to any device.

If youre using an Apple ID for iCloud and your Apple Developer account (which we recommend), you can follow the steps Apple has outlinedabout halfway down the pagein their authentication article.

Apply for an Apple Developer Account

Once your Apple ID has been registered and confirmed, navigate to the Apple Developer Program Enrollment page to start the enrollment process.

Ensure you follow the steps to enroll as an Organization. Guidebook cannot submit your app to the App Store under an Individual or an Enterprise account.

After you complete the enrollment forms, a representative from Apple will call and/or email you in order to verify your enrollment information and continue the enrollment process.

Payment to Apple

After verification, you will receive a confirmation email. This email will also include steps for you to pay for your Apple Developer Program membership.

If you are an accredited institution, government entity, or non-profit organization located in Brazil, China, Japan, the United Kingdom, or the United States, you may be eligible for a membership fee waiver.

Invite Guidebook to Your Account

Once you have completed the enrollment process, please invite Guidebook as an Admin to your App Store Connect account. Admin access is necessary in order create push certificates and provisioning profiles, both of which are needed to submit your app and keep it up-to-date.

To invite Guidebook to your App Store Connect account, navigate to the .

Click on the + button at the top left of the list of Users.

In the nextsection, please enter the information as detailed in this image:

The email address will be provided to you by your Account Manager.(This is not your account managers email address, but will be one they provide to you)

Then, click Invite at the bottom of the page.

If you have never submitted any apps before with your Developer Account (or just created one for the first time), that's ityoure all set. We will create a production distribution certificate for you in order to submit the app.

If you have previously used your Developer Account to submit apps, you may have the maximum amount of distribution certificates. If this is the case, we will ask you to send us one that is already in use or revoke one to make room for us to generate a new certificate.

In This Article

Schedule Template and/or Custom List Template Errors

Session and/or Item Linking Template Errors

We know how it feels to get a "Whoops" email from Builder! This article lists common Error Messages you might receive when trying to import your template spreadsheets.

Please review the information below, make the appropriate changes, and re-import your spreadsheet.

Schedule Template and/or Custom List Template Errors

Invalid Date/Time Format

Please make sure that your Date is writtenin MM/DD/YYYY format for each session.

Please make sure your Start Timeand End Timeare in HH:MM AM/PM format for each session.

Please ensure that there is a Date and Time in theRegistration Starts column. If this is not required in your schedule, leave the column blank.

Keep an eye out for a stray apostrophe (') in any of your Date or Start/End Time cells. To check for and remove a hidden apostrophe, click on the column or the cell where you can see the apostrophe ('). Click on Data from the ribbon at the top of the screenand select Text to Columns. Under Separator, typean apostrophe (') in the box for Other." Check Other, and click Apply. This should remove any hiddenapostrophes and convert the cells to the right format.

Invalid Column Name. It appears you have renamed the template columns, or you are using an old template. Please correct.

This error indicates you may be using the incorrect template. The easiest way to troubleshoot this is to download a fresh copy of the import template and copy your data over, without modifying any of the column headers in Row 1. Click here for Schedule Template information; click here for Custom List Template information.

There are special characters that we cannot recognize. Take these out, then try reimporting your file.

If you are using Excel to create your file, please save it as a .xls file. Do not use the .csv filetype. This will ensure that characters are encoded in the appropriate format.

If you are using LibreOffice or Apache OpenOffice,please ensure that you save your document as a .csv in theUTF-8 encoded format.

Your schedule track name is too long. The name you specified is: [track name]

When using the Schedule Template importer, each schedule track name may be no longer than 80 characters. Just shorten your track names, and your template will import properly!

If the track title is too long, some users will not be able to see the entire track title on their device screens.

Either a .xls or .csv file is required.

Builder can only read .csv or .xls versions of the template spreadsheets. If you are using another filetype, please "Save as" either .csv or .xls .

If you are using .xls and still receive this error werecommend switching to .csv to be on the safe side! Some versions of Microsoft Excel save certain items (typically dates) in a formatthat Builder has trouble reading.

Error: we could not find the specific image

If you are importing images along with your Custom List template, please review the instructions linked here.

Builder will look for a filename of an image that exactly matches the filename you type in the spreadsheet. This means capitalization and filetype must match perfectly. Also be sure you import pictures, not a folder.

Session and/or Item Linking Template Errors

Could not find session [session title]. Please make sure this is a valid session name in your guide.

Please double-check the column with session names and make sure your session names exactly match the data in Builder- especially special characters (accents & punctuation) as well as spaces.

Could not find item [custom list item name]. Please make sure this is a valid item name in your guide.

Please double-check the column with list itemnames and make sure your list itemnames exactly match the data in Builder- especially special characters (accents & punctuation) as well as spaces.

"[Column Name] (Optional)" Column: Could not find this column. It appears you have renamed the template columns, or you are using an old template. Please correct.

This error indicates you may be using the incorrect template. The easiest way to troubleshoot this is to download a fresh copy of the import template and copy your data over, without modifying any of the column headers in Row 1. Click here for Linking Template information.

Multiple objects were found for "[Name of Object]". Please specify the object you want to link by entering its ID in the appropriate ID column.

This means that the name of this session or this list item appears more than once in your guide. Builder is having trouble figuring out which one you want to link.

We recommend using the Session ID or the List Item ID numbers insteadto avoid any potential hiccups over names.

To find the Session or ItemID, export your data. When you export data out of Builder, the system will show you all of the ID numbers it has generated for each piece of your content. Click here to learn how to export !

In This Article

Mobile Apps

Computers

Full guides may be accessed through a Guidebook-powered app, downloaded to your mobile device. All web-enabled devicesmay access a limited version of the guide on the web, using our Cover Pages feature.

Mobile Apps

Guidebook-powered mobile apps are available to all devices that meet the following minimum requirements.

iOS:Guidebook requires iOS 11.0 or later. Guidebookis compatible withiPhone, iPad, andiPod touch.

Android:Guidebook is supported on all devices that have access to the Google Play Store, providedthey'rerunning Android version 5.0 or later.

Computers

All computersand any other device with a supported web browserwill be able to access guide information though a cover page, which may be provided to you by a guide administrator. The information available on a guide cover page may not be the equivalent in scope to the mobile app, so we recommend using a mobile app for the most complete experience.

Supported Browsers

For the most seamless interaction, we highly recommend utilizing an up-to-date version of Google Chrome. If you cannot use Chrome, we also support the following browsers when accessing any Guidebook website, including Builder:

Google Chrome

Mozilla Firefox

Apple Safari

Microsoft Edge

Internet Explorer is not supported.

In This Article

Building a Guide

The Guidebook App

Supported Localized Languages

Yes!The Guidebook Builder supports building guides in any language, and the Guidebook App also automatically translates the app (not any of the content you've uploaded) to create a localized experience for your users.

Building a Guide

In Guidebook Builder, wherever you can enter text, you can input data in any language. You may even include your data in our import spreadsheets in any language. A word of warning, however: sometimes languages contain special characters that can act oddly upon import, and languages that read right to left may encounter some alignment issues. We recommend using LibreOffice or Apache OpenOffice and a CSV template to upload your data. Please reach out to [email protected] if you encounter any trouble.

If you are attempting to format your session times in military time (24-hour format), not to worry. While Builder may show your time in 12-hour format,the Guidebook app will display time in the format that matches your users' hardware settings. That means if a user has their phone set to show time in 24-hour format, your Guide will also show in 24-hour format.

The Guidebook App

The Guidebook app is currently localized for severalwidespread languages (see the list at the bottom of this article). Guidebook adjusts its language based on the language settings of users' phones. If a user's phone is set to the French language, the Guidebook app will adjust to show all non-guide content (ex. the "Add to My Schedule" and "Back" buttons) in French.

Guidebook does NOT automatically translate actual data in any individual guide. This data is controlled independently by the guide creator.

In the screenshot below, you'll see how the app language appears when a user's phone is set to Spanish. The guide creator input an English title for the feature, "Attendees". However, the other text has adjusted from Connections to Conexiones, etc.

In the screenshot below, you can see another example of the guide content ("Actually comprehensive test guide") reflecting the guide creator's English data, but the app reflecting Spanish localization.

If you put both the guide text and your phone settings in your preferredlanguage, these will both be reflected in the guide. See below the screenshotfrom a Chinese guide.

Supported Localized Languages

While you can build a guide in any language, the Guidebook app is localized for the languages below:

English

Korean

Japanese

French

Spanish

Spanish (Latin America)

Chinese (simplified)

German

Thai

Indonesian

Italian

Polish

Malay

Portuguese (Brazil)

Swedish

Vietnamese

Russian

Turkish

Bulgarian

Hungarian

Romanian

Ukrainian

Czech