Getting Started with 2Shoes
How to Create an Account, Event, and Session:
If you have not already created an account on the 2Shoes platform that would be the first step to take. Go to app.2shoes.com/admin and click “Create new Account” to create your free account. Enter the information requested and click Sign-Up.
After you login you will be directed to our dashboard where you can see an overview of everything you have going on, as seen below.
After creating your account you will need to create an event and then a session to have access to the features of the app. To create an event fine “Event and Sessions” on the left hand menu and click it. This will take to you to the page on the right, below.
Click the “+” under “Events” to create your event.
After clicking the “+” this screen will appear. This is where you will put all of the necessary info for your event. Below you can see an explanation of each of the items.
Event Images: You have two way to upload your event image. This image will sit at the top of the Event to your attendees will know they are in the correct event.
1. Upload the photo directly
2. Provide a URL to the image
Banner URL: If you would like your attendees to have quick access to your website you can enter it in here. You attendees can click the banner to be taken to your website without having to enter the URL in another window.
Event Name: This is required with a 160 character max.
Event Location: This is not required but does help with the overall user experience.
Event Date and Time: This is required. Note that once an event is purchased, the date cannot be changed. You can also change the time format from 12 hours to 24 hours. Note that time is local to where the event is being held and not the location of the attendee. If you have virtual attendees please make this clear to them.
Description: This is not required however we find that putting the description from your website will help with keeping attendees engaged and coming back to the app.
Event Code: This is required. The best codes will use the acronym for the event, if any, and the 2 or 4 year date. Ex. ABCD2020.
Enable Password: This function is for events where there is private data being presented. We usually suggest leaving this unchecked to ensure easy access for your attendees.
Add Admin: Admins are people you can add to the event to help you set up the event itself or any of the underlying sessions. These admins are called “Collaborators” in our app and they must register with an account and be added following the steps provided in our Presenter Profiles and Management page.
Customize Event Color: Checking this box allows you to change the color of the app any way you like. The default is set to ED1E24 which is 2Shoes Red.
Attach Files: Clicking this button at the Event level will attach files for the entire event. If you want to attach files for each presentation or session you can do that at the Session level as well. Our tip here is to attach a schedule of events, location information, or other event level information.
Create: After all of this is filled in you can click the create button to create your event.
Once you have created you Event, you will need to create a Session to have access to the Q&A features of the app. From inside of your newly created event click the “+” under “Sessions” to bring up the session create page below.
Note: Session can be created for free but will not show for attendees until they have been added to the cart and purchased.
Session Name: This is required with a 150 character max.
Session Location: This is not required but does help with keeping attendees in the know about where to go.
Session Date and Time: This is required. Note that once a session is purchased, the date cannot be changed. You can also change the time format from 12 hours to 24 hours. Note that time is local to where the event/session is being held and not the location of the attendee. If you have virtual attendees please make this clear to them.
Description: This is not required however we find that putting the description about the session will help with keeping attendees engaged and coming back to the app.
Session Code: This is not required and honestly not often used. Most users will elect to use a TinyURL, however if you want to keep your sessions organized for data accumulation then this is a good use.
Add Presenter: Presenters are the people who are giving a presentation in your session. Presenters come in two flavors in our app, “Presenters” and “Managed Profiles”. In short, Prenters have an account that has been verified and can manage the Session in which they are attached but have no permission to change event level items. “Managed Profiles” are profiles for presenters that are created by the admin and added to a session. There is no verified account on these profiles. They just serve to show who is doing a presentation and provide information about that person. For more info please see our Presenter Profiles and Management page.
Attach Files: Clicking this button at the Session level will attach files for only this Session. We usually see presentations uploaded at the Session level.
Create: After all of this is filled in you can click the create button to create your Session.
Polls, Surveys and Evaluations can be added by clicking the “+” in the Event or Session dashboard where you want those items to appear. Event level items will appear when the attendee enters the event and session level items will not be seen until the attendee enters the specific session where that item is attached.
You can view and download your results by going to the Event or Session you would like to view and clicking “Manage”. The Event or Session Results will be at the top of the page.
To download your results, click the “Results” menu item on the left side of the screen. This will open a page for you to select your Event and Session. When you select the Event, the data will automatically update with all the results for that event, data held at this level can be access here by clicking the “Detail >” button beside the item you want more information for. A screen will open to the right and show your results, similar to viewing results above.
You can now embed the Live Questions and Answer feed, Live Polling, and Live Surveys into your website. See our Embed and API page for more information on that feature.