Help for organisers
Step-by-step help for organisers using Sociana apps, the admin panel and public web flows.
Add speakers, sponsors and documents
How organisers publish speaker, artist, committee and partner pages with photos and contact details, and attach downloadable documents in the app.
Approve AI session summaries
How organisers open AI Session Admin to review, edit, approve or reject drafted session summaries before attendees can read them under Ai Session.
Build the agenda and show flow
How organisers publish a day-wise agenda or Show Flow as sessions, images or PDFs, rename the section and check the Live and Up Next badges.
Configure games and content sets
How organisers open or close individual games, set the points and play windows and load custom content for Bingo, Trivia and Who Am I.
Configure the leaderboard and points
How organisers choose which activities feed the leaderboard, set points, add team boards, pause the tab and make logged manual adjustments.
Configure the look and layout of your app
How organisers set the logo, colours, banners, welcome video, themed labels and Home tile grid of a Sociana occasion app, including tile locks and group scope.
Configure meeting room slots and limits
How organisers publish bookable meeting rooms and time slots, set a per-guest booking limit and charge through Razorpay.
Connect Google Sheets, Airtable and webhooks
How organisers sync selected occasion data to Google Sheets or Airtable and post scans or submissions to a webhook URL.
Create attendance activities and rules
How organisers create attendance activities and sub-activities in the Sociana admin panel and set time windows, eligibility and repeat limits.
Create groups and scope content
How organisers create groups such as Partners and Employees and scope the feed, polls, chat and notifications to them, including what unassigned members see.
Export reports
How organisers pull attendance, participation, step, hospitality and ticket exports from the admin panel and who is allowed to do it.
Handle account deletion requests
How organisers process deletion requests raised from Profile and honour the 12 to 48 hour window.
Handle exceptions in the operations workspace
How the hospitality team reconciles arrivals, PNRs and rooms in the live operations sheet and routes exceptions for follow-up.
Import members from a CSV file
How organisers upload a CSV to create or update members and groups, which profile fields to include and what first-time users are asked at sign-up.
Manage panel admin roles and scopes
How organisers add admin panel users, choose Owner or Manager roles and limit each person to the occasions and modules they need.
Moderate posts and approve the social wall
How organisers approve collected public posts before they reach a wall, and remove timeline posts and comments from the panel or the mobile dashboard.
Publish My Stay and My Journey
How organisers publish each delegate hotel, room, flight and pickup details back to the app as My Stay, My Flights and My Journey.
Request hospitality information
How organisers collect ID, PNR, flight, room and pickup details from delegates inside the app, with document uploads and companion details.
Review registrations and approve members
How organisers review sign-up requests for an invite-only app and approve or reject them with a message.
Run tournaments, contests and submissions
How organisers create a tournament with contests, collect participant submissions, approve quantities and apply day-based scoring and group eligibility.
Scan attendance with the organiser app
How Owners and Managers open Attendance on Profile, filter All, Present and Absent, scan a QR code or use Add User with an email or phone number.
Schedule announcements by group
How Owners and Managers use Trigger Notifications to write a title and message, pick a date and time and send to everyone or to selected groups.
Send a WhatsApp campaign
How organisers send template-based invitations and reminders through their own WhatsApp provider account once the template is approved.
Set rules for posting, downloads and the guest whitelist
How organisers set the posting, gallery download and guest whitelist rules in the admin panel so attendees post, save photos or enter only when you allow it.
Set up a multi-occasion app
How organisers and agencies host several occasions in one app, share join codes and QR codes and keep separate branding for each.
Set up a no-login poll for a venue screen
How organisers publish a QR-linked web poll for people without the app and show live results on a venue screen.
Set up a QR treasure hunt
How organisers place QR markers around a venue, order the clues, set scan limits and award completion points.
Set up a step challenge
How organisers enable Count Your Steps, set the dates, daily caps, boost days and team targets, and review unusual days.
Set up exhibitors and stalls
How organisers list exhibitor stalls, assign stall staff to My Stall and enable stall chats, reviews and visitor scans.
Set up Smart Lens and consent
How organisers publish gallery albums, switch Smart Lens on and agree the consent wording so attendees can find their photos from a saved selfie.
Set up the reward store
How organisers add reward items with a points price, stock and per-person limit, and decide whether staff must scan a redemption QR.
Set up ticket types and Razorpay
How organisers create ticket types with prices, connect Razorpay, publish a web checkout and let paid tickets unlock sections and the entry pass.
Submit your branded app to the stores
How organisers prepare the logo, name, screenshots and listing details for a branded Sociana app and what to expect from store review.
Trigger a live poll or quiz
How organisers and in-app Managers add poll and quiz questions, hold them hidden and switch them on during a session using Visible ON or OFF.
Turn features on and off
How organisers use the admin panel feature switch board to turn each Sociana module on, off or not included for an occasion, and what attendees then see.
Use the in-app mobile dashboards
How Owners and Managers use Dashboard and Control, User-wise Submissions and Timeline Dashboard on a phone to review activity and moderate the feed.
Can’t find your answer?
Guests: tap Help desk in your event’s app. Organisers: message us with your event name and our team will pick it up.