Knowledge Base

Conferences and Modules


Frequently Asked Questions

#1 How to Customize the Conference Home Page?

You may edit and customize a Conference home page and add images or additional links.

  1. Click Dashboard
  2. Click the Conference Name that appears in large font right above the list of Modules
  3. In Event Description box is where to customize what the end user will see on the Conference Home page.
    • Link icon to insert a URL
    •   Image icon to insert an image
    •   Bootstrap Button icon to create a screen button
  4. Click Update Conference button to save changes

#2 What are Modules?

The X-CD Modules are:

  • Submission Module
  • Forms Module
  • Review Module
  • Program Module
  • Attendee Registration Module
  • Exhibitor Module
  • Credit Module
  • Membership Module
  • Website Module

Each of the modules offer features specific to the needs and functions of the data contained in the module.

Some modules are integrated such as the Submission Module items are accessible in the Review Module and Program Module. The Credit Module links into the Program Module so continuing education credits may be allocated to specific sessions.

All modules allow the client to pick and choose how integrated they want all of their conference information to be. Using X-CD allows easy access, flow of information and a single repository for conference needs. X- CD modules may also integrate with other third-party applications, but will require some additional development by the X-CD team in order to connect the systems. Contact sales@x-cd.com for more information about API's and connecting to third-party applications.


#3 Why is there a conference link still showing up on the front-end?

If all X-CD modules are closed and removed from the Profile Home and a link still appears on the front-end screen to a conference, follow the below steps to remove it.

  1. Click Dashboard
  2. Click Conference Home for the conference to be removed
  3. Set Front-end Display field to No
  4. Click Update Conference

#4 How to Edit the Conference/Event Name?

  1. Click Dashboard
  2. Click Conference Home located on the far right of the screen by the Conference to rename
  3. In the Event Name field, you may edit the current text.
  4. Scroll down, click Update Conference button to save changes.


#5 How to Edit Conference Dates?

  1. Click Dashboard
  2. Click Conference Home located on the far right of the screen by the Conference
  3. In the Event Start Date / Event End Date by manaully entering dates or click the Calendar icon to select new dates.
  4. Scroll down and Click Update Conference button

Note: You may also need to go into each module settings and update the dates set in the modules as well.


#6 How do I add a URL for a conference website?

  1. Click Dashboard
  2. Click Conference Home located on the far right of the screen by the Conference
  3. In the Conference Website field, enter the full URL address of the Conference website
  4. Scroll down, click Update Conference button to save changes.


#7 How to Set a Timezone for the Conference?

IMPORTANT NOTE: This timezone setting ONLY APPLIES TO THE PROGRAM MODULE AND SESSION TIMES DISPLAYED.

  1. Click Dashboard
  2. Click Conference Home located on the far right of the screen by the Conference
  3. In Conference Timezone, click on the field and select the appropriate timezone from the list
  4. Scroll down, click Update Conference button to save changes.
e.g. If you select Timezone = America/New York
When an attendee who is located in pacific time zone views the program, he/she/they will see a 9am Eastern session listed as 6am Pacific.

#8 How do I archive / delete a module, form or conference?

  1. Login to Dashboard
  2. Click Other Tools
  3. Click Archive/Delete Modules icon
  4. Click the Delete button beside the module or form you want to remove / Click the Arhcive Conference button to archive it
    • CAUTION: Ensure to select the correct module or form to be removed. X-CD will not be able to recover a deleted module, form or conference
  5. Confirm the deletion

NOTE: Delete each module in the conference. When you delete the last module in the conferece, the system will delete the conference.

Archiving the conference or form will NOT delete the conference, modules or form, but will set it to hidden.


#9 How to Personalize the Dashboard View

If you have many events defined in the X-CD system, define different conference types to categorize the events and set filters to display on the dashboard. Some examples of conference types are: Webinar, Annual Meeting, Chapter Conference

Conference types are defined when a NEW conference is created on the Add Conference screen:

  • View FAQ section on How to Create a New Conference - CLICK HERE

If you have an existing Conference defined, associate it to an existing type / create a new conference type

  1. Click Dashboard
  2. Click Conference Home button
  3. In  the Conference Home screen
    • if you have already defined conference types, click the Select Existing Type box and select from the list of options
    • If you want to create a new type, enter the name of the new type in the text field to the right
  4. Scroll down, click Update Conference button to save changes.
    • Note: If you added a new type, this will automatically set the conference type to the new type.

On the Admin Dashboard, there are two new filter fields available

  1. Type filter > will filter and display in the admin dashboard, the selected Conference Type
  2. Year fitler > will filter and display events in the admin dashboard for the selected year
  3. Click the Flag icon to favourite a conference/module so it creates a quikc link at to the top of the dashboard
  4. Reset button > click the Reset button to return to the default Admin Dashboard view


#10 Other Conference related articles

Overview

The X-CD system is comprised of one or more Conferences.

A Conference is usually tied to a specific timing of an event and contains one or more modules.

The Modules are compartmentalized to serve a specific purpose. Some modules integrate with other modules such as the Form, Review and Program Modules link directly to the Submission Module.

You may also have more than one module of the same type, for example, you could have multiple Submission modules.

X-CD modules allow clients to pick and choose or add-on functionality that enable them to efficiently plan and execute their Conference or Event.

X-CD Modules available are:

  • Submission Module
  • Forms Module
  • Review Module
  • Program Module
  • Attendee Registration Module
  • Exhibitor Module
  • Credit Module
  • Membership Module
  • Website Module

X-CD also offers add-ons:

  • Mobile App - place your full program in the palms of your delegates
  • Printed Program - formatted output that may be saved as a PDF or sent to a printer for producing printed hard copies of your program
  • and many more customizable options.

Contact sales@x-cd.com for more information or a demo of X-CD modules.

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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