Author: Hema Pramasivam

How to use the QR code scanner to scan and manage leads as an exhibitor/sponsor?

To scan QR code of an attendee and save its information in your leads dashboard, you need to follow the steps below:

1. Download the Dryfta event app

Download Android app: https://play.google.com/store/apps/details?id=com.dryfta

Download iPhone app: https://itunes.apple.com/WebObjects/MZStore.woa/wa/viewSoftware?id=1239665320&mt=8

2. Enter your event’s keyword to search and download the event

3. Go to the event and click on More button.

4. Click on Profile to log in to your account

5. Once logged-in, a button “QR Code Scanner” would start displaying under More menu.

6. Click on it to open the scanner and scan QR codes

7. All scanned leads are saved under vCards & Meetings tab accessible from More button and also from your dashboard in the website.

How to add tasks for speakers and display them under their To-Dos list?

To add tasks under Speaker’s To-Do list.

Go to Tasks Manager and create these tasks for speakers. See the red-bordered button in the screenshot below.

1. Click on Add Task button

2. Enter task details

3. If you want to assign this task to all speakers, then select Assign to usertype (from under the Assign to dropdown) and select the “Speaker” role from the dropdown.

4. If you want to assign this task to some selected contacts only, select Assign to users and search and select users to whom you want to assign this task.

5. To send a notification about this task to all speakers or selected individuals, click on Notify users button.

Speakers can access their To-Do list from under their dashboard. Here’s a screenshot:

Here’s a screenshot of how the To-Do list looks like to the logged-in speaker.

Notes:

  • Currently, after completing a task, speakers have to mark it done their own. Tasks are not marked done automatically. 

Can I pay by bank transfer and money wire?

As an alternative payment method, we do accept payment by bank transfer for subscription payments. Each monthly or annual payment should be made 10 days in advance to accommodate for the time it takes for a wire transfer to complete.

All wire transfers require an additional 30 USD towards offline processing charges. The amount sent by your bank should exactly match the amount requested by Dryfta after any processing fees incurred by your bank.

Notes: Please make sure that your bank disburses the payment in US Dollars. Please include your invoice or order ID number in your payment reference.

To Transfer Payments from inside the USA (domestic transfer), use the following details:

 

  • Bank Name: Silicon Valley Bank
  • Bank Address: 3003 Tasman Drive, Santa Clara, CA 95054, United States
  • Routing & Transit #: 121140399
  • Beneficiary Name: Dryfta Corporation
  • Beneficiary‘s address: 2035 Sunset Lake Road, Suite B-2, Newark, New Castle County, Delaware 19702
  • Account Number: 3302735598

To Transfer Payments from outside the USA (international transfer), use the following details:

 

  • Bank Name: Silicon Valley Bank
  • Bank Address: 3003 Tasman Drive, Santa Clara, CA 95054, United States
  • SWIFT/BIC: SVBKUS6S
  • Routing & Transit #: 121140399
  • Beneficiary Name: Dryfta Corporation
  • Beneficiary‘s address: 2035 Sunset Lake Road, Suite B-2, Newark, New Castle County, Delaware 19702
  • Account Number: 3302735598

How to provide staff with partial/complete access to the event platform backend?

We recently released the Access Control feature which
prevents staff members (administrator usertype) from accessing the whole
of the event platform backend and allows access to only those s of the backend section which the
staff is assigned to.

So, to let a staff log in and access
the various sections of the platform, you need to log in to the
backend first, create a Role (go to Roles & Access Control), set
permissions for various sections of the platform, and then Save. Now go
to staff’s profile details (in the backend), select the Role you have
just created in Roles & Access Control, and Save.

Your staff can now access all the sections in the Dryfta backend which you have
enabled for that role and just assigned to this staff.

PS. To assign a role to multiple staff, use the Bulk Edit feature. Locate it in the Settings icon on the top right in Contacts section.

PS 1.1. Please make sure you have selected the correct usertype. You can
assign administrator roles to administrator usertype only. Same for
contact usertype. You can assign contact related roles to contact
usertype. One cannot assign administrator roles to contact usertype or
vice-versa.

How to assign custom roles to a user?

  1. Go to Roles & Access Control
  2. Create a custom role, choose a usertype and pages accessible to this role. Save.
  3. Go to Contacts and go to a contact’s detail. The custom roles you created shall be there. Simply enable it for this contact and Save. That’s it.

Please make sure you are assigning the roles to user with the associated usertype only. If you have created a custom role for administrator usertype, you shall see this custom role only for users which are registered as administrators.

So,
for example, if a user’s usertype is contact, only contact-usertype
related roles could be assigned to that user. And if the user’s usertype
is administrator, only administrator-usertype related roles could be
assigned to that user.

 

How to allow only specific users to check-in to a session?

Go to Program builder and click on the session which you want to be accessible for check-ins to users with custom role only, set the option “Who can check-in to this session” to custom roles and choose the custom role you just created. Click on Save. See screenshot below.

Now, simply assign this newly created custom role to users to whom you want to allow to be able to check-in to this session.