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An excellent way to promote your sponsors and exhibitors to attendees is setting up profiles for them. There are an enormous number of ways you can customize and integrate a sponsor profile, and we strongly encourage you to take the time to get your head around each option so you can sell amazing sponsorships. Your raving sponsor base will thank you for the ROI! 🙏

Screenshot of the Sponsors page in an event.

Even though the Sponsors and Exhibitors features are separate items, they're functionally identical. This article focuses on showing you how to set up and use the Sponsors feature, but the process is exactly the same for Exhibitors too. 🙌

Before you start...

Selling sponsorships can be as simple as putting up a sponsor logo in your event and then collecting a flat fee from each one, but only doing that could be a huge missed opportunity!

Know what's possible

We strongly recommend you familiarize yourself with all of the opportunities Socio provides by reading this article about showcasing sponsors. Be sure to check out our sample sponsorship tiers at the end of the article, too! Once you've established your plan and secured some sponsorships, you're ready to start building out sponsor profiles in your Socio event.

Please also note that sponsor profiles act as a "landing page" or information hub for each sponsor, and can't be used to allow sponsor staff to access the event. If you want sponsor staff to interact with attendees in the Event App, you should add an attendee profile for each person, or have them register for the event using a hidden free ticket and access code.

Gather resources

After you've formed a plan, you'll need to gather information and resources from your sponsors so you can build out awesome sponsor experiences. Which resources you collect from each sponsor may depend on what tier of sponsorship they're providing to the event. Examples of resources include links, PDFs, icons and booth images, and official descriptions and other text copy.

When you've gathered all the necessary information, it's time to start adding those sponsor profiles!

Add the feature

From the Edit Event page of your event, click the Add Features button, locate the Sponsors feature, click Add, then close the Add Features modal.

Screenshot of the process just described.

⭐️ Keep in mind, you can add the Sponsors or Exhibitors features multiple times. This can be another way to highlight different tiers of sponsors or exhibitors.

Edit settings

Before you add some sponsor profiles, it a may be good idea to edit the settings for the feature. Hover over the Sponsors feature, and click the Settings (⚙️) icon.

Screenshot of the process just described.

In the modal that appears, you can edit the following:

Screenshot of the Sponsors Settings modal.
  • Feature Name - this is the feature label the attendees see when navigating your event.

  • Icon - Select one of 30,000+ icons or upload your own custom icon.

  • Visible To - Restrict the feature to only certain Groups.

  • Ratings & Reviews - Control if and how attendees can rate and review sponsor profiles. Ratings and Reviews will appear on the Metrics page and in the Metrics export for sponsors and exhibitors.

  • View - Choose between Grid View and List View. For the best sponsorship opportunities, we recommend Grid View.

    ⭐ Keep in mind, the Chat function for Sponsors and Exhibitors isn't available for List View.

When you're done adjusting the settings, click Save Changes. Now, let's start adding some profiles!

Add sponsor profiles

Click the Edit button on the Sponsors feature, or select Sponsors from the Features dropdown.

Screenshot of the process just described.

This will take you to the Sponsors page. From here, you can either click the New Item button, or click the Categories tab to set up categories for different types of sponsors.

Add Categories

Categories are ways to classify different types of sponsors. Applying a category to a sponsor adds the name of the category below the sponsor's name in the list and allows attendees to filter them by category. If you're going to use categories, it's best to set them up before adding sponsor profiles. To learn how to make Categories, check this out.

Add profiles

Now let's take a look at building an amazing sponsor profile.

From the Items tab, click New Item.

⭐ Keep in mind, you can also import multiple sponsor profiles at once!

Screenshot of the process just described.

In the modal that appears, fill in the following information:

Screenshot of the New Item modal.
  • Icon - Set a custom icon for the profile. Click Upload Image to upload a custom icon, or click Select Icon to choose one from our icon library. Custom icons must be 1:1 aspect ratio JPG or PNG images no less than 100px and no more than 500px.

  • Name (required) - The official name of the sponsor that attendees will see in your event.

  • Label/Subtitle - An additional line of text that appears under the sponsor Name. This could be the company tagline or a little more information about them.

  • Location - this lets you select a Map location where in-person attendees can find a sponsor booth.

  • Category - Select the Category the sponsor belongs to, if applicable. Attendees can use categories to filter sponsors.

  • Description - Say more about your sponsor! There are some basic text formatting options, and you can insert hyperlinks and images - including animated GIFs! 🙌

    Screenshot of the Booth Size, Booth Cover, and Content Provider sections of the modal.
  • Booth Size - Booths can be Small, Medium or Large. If you select Small, the sponsor profile won't have a cover image. If you select Medium or Large, you can click Upload Image and then drag and drop or click to select a JPG, JPEG, or PNG file from your device.

  • Content Provider - Upload a PDF file or enter a URL for content hosted on a variety of popular sites like YouTube, Vimeo, Twitch, and Facebook. The content will appear inside your Socio Event on the Web App, provided the URL is embeddable. Mobile App users will see a button that lets them access the content. You can only select one Content Provider.

    Screenshot of the Attendee Calls to Action section of the modal.
  • Attendee Calls to Action - Enter a Point of Contact Email address so attendees can click or tap a button to request follow up from a sponsor. You can also enter a Meeting URL that lets attendees click or tap a button to book a meeting with them! If the sponsor is using a site like Calendly, you can uncheck the Open link in external browser box so that the calendar opens inside your event instead of in a new tab. To learn about the Pass Data to URL option, check this out.

    Screenshot of the Add Internal Links section of the modal.
  • Add Internal Links - Link the sponsor to other features of your event, such as Agenda sessions, Live Stream features, and more. For a full list of items in Socio that can be Internally Linked, check this out!

    Screenshot of the Add External Links section of the modal.
  • Add External Links - Enter multiple Website URLs, phone numbers, or email addresses related to the Sponsor. Simply select the Link Type, enter a Link Name, and supply the number, email, or URL. Click Add New Item to insert more External Links. If you enter a URL and uncheck Open link in external browser, test to ensure the site is embeddable! To learn about the Pass Data to URL option, check this out.

    Screenshot of the Attendee Engagement and Attachments sections of the modal.
  • Attendee Engagement - Toggle Chat on or off for the sponsor. Chat is a great way for attendees to engage with sponsors and exhibitors. If you enable chat, ensure that at least one representative from the sponsor has an attendee profile in the event so they can respond to attendee chats!

  • Attachments - Upload multiple PDF, PNG, JPEG, or TIFF files that attendees can click or tap to view. Simply click Upload Attachment(s) and then drag and drop or click to select a file. After you've selected a file, click Upload More to add more files, or click Upload to finish.

    Screenshot of the file upload modal.

After you've uploaded files, you can click the Settings (⚙️) icon next to an item to rename or delete it.

Manage sponsors

After you've added categories and sponsors, there are several actions you can take to manage each.

  • Filter by Categories (Items only)

  • Search

  • Drag and drop to reorder

  • Edit or Delete

  • Multi-select and:

    • Export

    • Assign to Category (Items only)

    • Delete

Animated GIF of a user re-ordering, editing, and multi-selecting Sponsors.

That was a lot to take in, but by now you must be excited by all the wonderful possibilities. 🤩 💰

Sponsors/Exhibitors in practice

We know there's nothing quite like seeing things in action, so why no check out a real event by clicking the link below? The event is open, so simply enter your preferred email, set a password, and click the Sponsors feature.

⚠️ Caution! We know it's important to look your best, and a professional-looking event should be free of any broken links or other errors. Make sure you look your event over, too.

Metrics

We make it easy for sponsors to see how attendees are interacting with their content, down to the individual person. Hello, ROI! 😎

On the Metrics tab, scroll down to the Feature Comparison section, and click the Sponsors/Exhibitors feature.

Animated GIF that shows a user accessing the Sponsors tab of the Feature Comparison section on the Metrics tab.

This will show you counts for each of the following:

  • Clicks

  • Chat

  • Favorited

  • Notes Taken

  • Requested Follow Up

  • Requested Meetings

  • Attachment Clicks

  • External Link Clicks

  • Internal Link Clicks

  • Avg. Rating

To download a spreadsheet with much more granular metrics, click the Export Report button, and then click Metrics. You can also click the Chats option to download all the messages for each sponsor. For a complete look at what's included in these exports, check this out! You can edit the spreadsheet down to each sponsor's metrics and then email them all that data goodness. 💾

Screenshot of the Export Report button expanded.

Lastly, you can use the Get Shareable Link button to simply send the whole Metrics page to your Sponsors. Think carefully before you do this, however - some sponsors might not want other organizations to have access to their metrics and chats! 🔒

Screenshot of the Get Shareable Link modal.

That was a lot of reading, so congratulations on making it this far! You get a cookie. 🍪 Now, why not go check out how to add Speakers to your event? It's very similar to adding sponsors, and you've already mastered that. 😉

Questions? Chat Us or Email [email protected]

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