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Help Center

Knowledge Base

Knowledge Base

Read how-to articles for all the b2match functionalities

Organizer Accounts

Creating Your Organizer Account

Logging in to Your Organizer Account

Organizer Profile

Supporting Organizers

Owner, Main Organizer and Support Organizer

Changing Your Email Address and Password

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Event Setup

Creating New Event

Copying a Previous b2match Event

Setting up the Event Agenda

Test Registrations

Configuration

Event Status - Demo, Draft and Published

Manage Domains

Event Promotion

Organization Types

Content Snippets

Event Information

Areas of Activity

Mobile Application

Marketplace

Marketplace Opportunity Validation

Booths

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Custom Questions

Custom Questions

Types of Custom Questions

How to Create Event Specific Terms & Conditions

Registration Settings

Registering for the Event

Participants Visibility After Registration

Activating Participants

Registration Time Frame

Registration Rules

Public or Private Registration

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Importing and Exporting Data

Importing Participants

Importing Participants From Previous Events

Inviting Imported Participants

Importing Participants by Using Microsoft Excel

Exporting Participant Data, Schedules and Catalogue

The Invitation as Seen by Participants

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1:1 Meetings & Matchmaking

Matchmaking Settings

Booking Time Frame

Request and Scheduling Modes

Participants Inability to Book Meetings

Booking Rules

Meeting Request Expiration

Time-slot Preferences During Registration

Manually Scheduling Meetings

Meetings List

Meetings Overview in the Organizer's Tool

Meetings in Participant's Profile

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Virtual Events

Virtual Events Overview

Switching to Virtual Solutions

Virtual Meetings

Live Stage Overview

Live Stage with Streaming Provider

Live Stage with Integrated Streaming

Live streaming with Zoom

Inviting Guests to 1:1 Virtual Meetings

Virtual Agenda Sessions

Integrated Video Conferencing through Daily

Hybrid Events - Virtual and On-site

An Overview of Webinar Software Providers

Messages

Virtual Meetings Overview in the Organiser Tool

Long Term Matchmaking

Types of Chat on the b2match Website

GoToWebinar Integration

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Participant Types

Participant Types

Creating Participant Types

Participant Type Invitation Links

Messages & Notifications

Outbox Messages

Message Templates

Automated Notifications

Message Template - Post Event Networking

Message Template - Join Agenda Sessions

Message Template - Your Event Agenda

Message Template -Join Matchmaking Sessions

Message Template - Booking Has Opened

Message Template - Publish Offers/Requests

Message Template - Invitation to Join the b2b Matchmaking

Message Template - Invitation to participate again

Message Template - Feedback

Editing Registration Notifications and Reminders

Email Deliverability

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Mobile App

Downloading the b2match App and Logging In

Meetings in the b2match App

App Menu

Booking and Rating Meetings

Editing Profile in the b2match App

Checking In With b2match

Printing Badges On-Site

Check-in With Location

Participant's List in the App

Mobile Application - Push Notifications

Mobile Application - Resources

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Website Editor

How to Access the Website Editor

Website Editor - Customizable Pages

Website Editor - Adding Side Panels

Website Editor - Adding Contacts

How to Make Your Event Multilingual

Adding the Hero Image (Website Banner)

Adding and Editing Pages on the Website

Editing the Location Page on the Website

Website Theme

Editing the Landing Page (b2match previous version)

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Feedback

Enabling Event Feedback

Download Feedback Related Data

Feedback as Seen by Participants

Emailing Participants to Request Their Feedback

Meetings & Event Feedback

Second Stage Meeting Ratings

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Analytics

b2match Tracking

Google Tag Manager

Enabling Google Analytics

Tracking Registrations with Google Analytics

Badges

Badges

Badge Editor’s Menu

Badge Settings

Downloading and Printing Badges

Working With the Badge Editor

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Agenda

Event Agenda

How to Create an Agenda Session

Session Published/Unpublished

Session Descriptions

Subscribe to Calendar

Event Date & Time Zone

Updating Participants about Event Agenda

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Participants

Participants Online/Offline

Participants List in the Organizer's Tool

Predefined Filters

Participant's Profile Panel

How to Reserve Tables for Participants

Delete Participants

Impersonating Participants

Participant Visibility – Typical FAQs

Rejected and Canceled Statuses

Participants Visibility

Add New Participant

Advanced Search

Batch Actions

Mark Participants as Speakers

Rejecting and Deleting Participants

Missing Participant

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Ticketing & Payment Processing

Payment with b2match

Payment Settings

Invoices, Pro-Formas and Confirmations

Adding and Editing Participant Payment

Payment as Seen by Participants

Tickets and Promotion Codes

Payment Approval

Customizing Invoices

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New b2match Version

Organizations in New Version of b2match

Exhibitors & Lead Retrieval

Lead Retrieval

Hosted Sessions (beta)

Virtual Booths (beta)

Company Representatives

Creating Representatives as a Company Manager

Impersonating Users (Representatives) as a Company Manager

Setting Representations and Representatives per Participant Types

Moving Meetings Between Representative as a Company Manager

Company Representations

Forwarding Representatives Emails

Booking Meetings on Behalf of the Representatives as Company Managers

Marketplace in New Version of b2match

Mark Organizations as Sponsors

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