Category: Settings cAttendee

Use for help content in cAdmin > Settings > cAttendee

Default Association Playlist Setup

Associations can provide a default session playlist option for every cAttendee registrant to ensure their playlist isn’t empty when they first log in. Please note that the attendee cannot delete the playlist; only the administrator account can edit this playlist for all attendees.

Associations can provide a default session playlist option for every cAttendee registrant to ensure their playlist isn’t empty when they first log in. Please note that the attendee cannot delete the playlist; only the administrator account can edit this playlist for all attendees.

To set up the default association playlist:

1. Navigate to Onsite > Registration dashboard.
2. Click “Add Registrant.”
3. Since this is an arbitrary template user, we have provided an example that can be used and added below. PLEASE NOTE:
– The Registration Code should be in ALL CAPS and grant access to ALL meeting sessions.
– You can always in-line edit the Badge Number and Registration Code once it’s created.
– The email should be a valid email address for someone who is administering the kiosk in case a password needs to be updated.

4. Log in to cAttendee as this user, then click on a session to “Add to my playlist” (a customizable term), and create a “Title” and an optional “Description.” Afterward, add all the sessions you want to include in the playlist.

5. To review your customized list, click on the “Playlist” tab (a customizable term).

6. In cAdmin, navigate to Onsite -> Registration dashboard, and click the gear icon to activate the “Key.” Then, highlight and copy the Key.

7. In cAdmin, navigate to Settings -> Virtual / hybrid meeting applications -> cAttendee -> Playlist. Paste the Key into the “Playlist curator account key” field.

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8. Log into cAttendee to check the “Playlist” tab for a review.

cAttendee Training Resources

Do you have questions about cAttendee? Explore our recorded training sessions and self-paced e-learning course.

Do you have questions about cAttendee? Explore our recorded training session and self-paced e-learning course:

Recorded Training (about 30 minutes): cAttendee

Self-paced e-learning course (about 1 hour): cAttendee

Click the “Help” button in cAdmin to view the list of the next few live training opportunities you may want to attend. Participation is free.

Merge function ChatroomActivity Setup

When sending out the email, the ChatroomActivity function consolidates a list of presentation titles that are linked to the Presentation details page in cAttendee.
– After a presenter clicks on one of the links, the presenter needs to login to cAttendee and then is redirected to the presentation details page where they can respond after clicking “Join Chat”
– The ChatroomActivity execution depends on the timeframe chosen by the presenter in their cAttendee Settings (e.g., hourly, daily, weekly). For example, if the presenter chooses daily
– Notifications sent: Top of the hour, midnight for daily, Sunday at midnight for weekly on the meeting time zone set in Settings > Meeting Information > Overview

Presentation Chat Notifications Popup

Administrators can set two presenter notification popup texts:
1. Initial notification popup instruction – pops up the first time a presenter logs in to cAttendee.
NOTE: Only presenters see the initial popup.


2. Return notification popup instruction – pops up when a presenter checks their Chat notification settings under their user information.
NOTE: Only presenters see the Chat notification settings option under their user information. Non-presenters will not see the option.

Date Notifications Stop Setup

1. Go to Settings -> Virtual/hybrid meeting applications -> cAttendee
2. Click the tab “Chat system”
3. Make sure “Chat system enabled” and “Use notifications” are set to ON
4. Fill in the “Date notifications stop,” which is when the presentation chat will stop working
– Chat notifications will not work if “Date notification stop” is not filled in
– Date Format recognizes multiple formats like “12/25/2023 12:00” and reformats as below

Administrators will not see the Presentation Chat Notification setup if the meeting is not contracted with CTI.

Merge Fields

Merge Fields allow an admin to reference different meeting fields to personalize the emails for each recipient. For example, Person – first name will personalize this message for each recipient to their actual first name.

Watch the video below to learn how to use and test merge fields to personalize your email campaigns.

If you want to add a link to a specific tab in Portal, use the “Link via Portal” option and choose the tab you want the person directed to in Portal, e.g., {fld:PortalLink param:submit}.

Not all meeting fields are available. Please let us know if there are other fields you would like to be added.

Merge Terms (Custom)

Suggested Custom Merge Terms

• Meeting Name
• Meeting Dates
• Location
• Year
• Contact Information
• Support Information
• Deadlines
• Client Website

Using custom merge terms for your meetings is highly beneficial. It allows you to update recurring details, like the Meeting Name, in one place. This means you only need to update the Meeting Name once for all future meetings, saving administrators time.

Watch the short video to learn how to set up and add merge terms in an email.

Presentation Chat Notifications for Presenters Checklist

CTI introduced a notification email for presenters when they receive a chat message after their scheduled session. Attendees can send a chat message to a presenter within the cAttendee presentation after the session, and the presenter will be notified via a customizable cAdmin email.

CTI introduced a notification email for presenters when they receive a chat message after their scheduled session. Attendees can send a chat message to a presenter within the cAttendee presentation after the session, and the presenter will be notified via a customizable email.

Presenters can individually turn the message notifications on and off when they first log in to cAttendee as part of Attendee Central, which includes optional welcome messages, privacy settings, and attendees setting their interests. Each presenter can modify their notifications in their cAttendee profile settings. The presenter chat notification feature will need to be contracted for your meeting. Let your project manager know if you are interested.

Use the checklist below to set up the presentation chat notifications for presenters:

Presentation-Chat-Notification-Checklist-Nov2022_v1

Adding Images to Notification Popups

View the video or follow the steps below to learn how to upload a clickable image to the notification’s popups for cAttendee. This is the same process for adding images in email campaigns.

1. Go to Settings -> Meeting set-up -> Files
2. Click Upload a New File
3. Click ‘Browse’ and upload a file from your computer
4. Find the File Name you just uploaded and click the icon “Copy URL to Clipboard”
5. Go to Settings -> Virtual/hybrid meeting applications -> cAttendee
6. Click the tab Chat system
7. Click under either Initial notification popup or Return notification popup instruction
8. Select the Image icon

9. Paste the link under Image Info URL
10. Every image may be different sizes. Use the locked Width and Height to adjust the image size. Add optional custom border, spacing, and alignment
11. Click the second tab, “Link” to set up the clickable URL when a presenter clicks the image

Calendar View Setup

Calendar view shows session search results pages that offer the option of List view and/or Calendar view along with the popular and powerful filtering functionality. As more meetings become hybrid, especially where sessions and presentations are not solely on-demand, attendees can use the calendar view to quickly see conflicts across several locations and better plan which sessions to watch in person and which to attend on-demand. Clicking on the session goes to the session page.

Many calendars can be created within a given meeting – as quickly as one sets up a search results page. For example, an administrator could set up a separate calendar for different channels (e.g., Channel 1). The layout of session results within the calendar are controlled by results cards, similar to how list results are controlled. The Calendar view option is available on any page with search results.

To set up the Calendar view, follow the steps below:

1. Hover over Settings -> Virtual / hybrid meeting applications -> cAttendee.
2. Then click “Navigation & Lobby Content” in the upper right-hand corner.
3. Click the tab (or cAttendee page) you would like to display the calendar view. In the example above, it is a session search page. Click Add New Content.
4. The “Type” dropdown is “Search.”

5. Choose the content you would like displayed in the calendar. The example above shows sessions.
6. Choose if you would like both the list view and calendar view as options for the user and the default view. The example at the top checks both list view and calendar view so the user can switch back and forth.
7. The Search filter will usually be set to “date” or “days.” This filter controls the title of the columns for the calendar view. The date format will vary by association (e.g., Monday, 11-10-23, 11/10/23) which is set up under Settings -> Virtual / hybrid meeting component -> Search & filters.
8. “Calendar zoom” sets the time intervals for the sessions. We would suggest 30 minutes, but 60 or 15 would also work. Clicking the magnifying glasses on the calendar view in cAttendee “zooms” in or out by this set time interval.
9. Once the meeting is set up or during setup, an administrator will want to clear the calendar cache by going to Settings -> Virtual / hybrid meeting component -> Search & filters. Click “Indexed search fields” shown below.
10. Select “Regenerate Session Cards.” This will force the cAttendee system to “refresh” or regenerate the calendar data an administrator has uploaded.

*Clicking the “Show empty rooms” icon shows the rooms that have no sessions in the room. This may be useful for administrators setting up the meeting.

SSO client URL

The SSO requirements depend on the client system. Each system has certain data that acts as login credentials (like ClientSecret/ClientID or username/password). The client should know what details to provide since we will be connecting to their membership system. CTI connections using SSO include: oAuth, SAML, OpenID, NetForum, and Personify.

Show photo

Each attendee has the option to upload a headshot. If off, no headshots will be shown on the website for that individual—unless that individual participates as a presenter, moderator or in some other public role at the meeting. Participants cannot block their headshots.

Privacy settings

A configurable dropdown that the attendee must complete before entering the meeting for the first time. It shows the data that the attendee can choose to share (e.g., email address, phone number, headshot, topics of interest) with other attendees and exhibitors. To change settings, attendees can access with a dropdown under their name and login information in the upper right-hand corner of each page.