This glossary gives a brief explanation of many terms you'll commonly see in knowledge base articles, chats with our support team, and other communications from our team. This non-exhaustive list is designed to help new Socio Platform users who may get confused by industry or Socio-specific terms.

⭐️ Keep in mind, bold words or phrases in term descriptions are terms found elsewhere in this glossary.

activate

Most often used when you're applying a credit for a product or feature for the first time. For example, the first time you select Socio Streaming as a live stream provider in a feature, you're asked to "activate" it in your event.

Banner

A Layout option found on the Appearance page in an Event App or Community. When selected, images you add are shown on rotation for 5 seconds each below your feature list on the Web App and Mobile App. Each Banner image can link directly to other Event App/Community content or to external content, such as a company's website or a video.

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Branded App

This product is an added-cost alternative to the Socio Event App that lets you use your own custom branding and login options. You can publish any Event App or Community you create to your custom Branded App. Attendees will then access those by downloading your Branded App from the Apple App Store or Google Play Store.

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breadcrumbs

Refers to a "trail" of pages in the Socio Platform. The breadcrumbs appear below the dark blue toolbar, and you can click any section in the breadcrumb trail to navigate back to a specific page. An extremely common use for the breadcrumbs is clicking the event name to switch from the "edit" toolbar to the "manage" toolbar.

clone

Some products and features can be copied (cloned), saving you time and effort when creating similar experiences. Items that can be cloned include: Events Apps, Communities, Registration, Promo emails, Checkout Forms, Tickets, Onsite badges.

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Community

This product is nearly identical to an Event App, with a few differences. The main difference is that Communities are meant more for year-round membership and engagement, so they don't have a set start or end date or location. Because Communities and Event Apps are nearly identical, knowledge base articles mostly refer to "event" or "Event App", though we mention Communities when differences must be highlighted.

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connect

Refers to one attendee sending a connection request to another attendee in an Event App or Community.

Cover Image

Can refer to the image you upload when creating an Event App, Community, or Registration, or to the Booth Cover Image you add when creating a Sponsor, Exhibitor, Speaker, or Custom List item.

credit

Credits let you activate products and features you've purchased. For example, publishing an Event App takes one Event type credit. Credits are associated with Teams, and you can see your available credits by clicking your avatar in the top right corner of the Socio Platform and clicking Team Settings. Credits are displayed as remaining credits/total purchased.

event

Most often used as a shorthand way to refer to an Event App.

Event App

An Event App, or simply "event" is an extremely flexible product that acts as a digital space for your in-person, virtual, or hybrid event. For in-person events, it's an excellent companion to guide and inform attendees, foster engagement, and more. For virtual events, it's the digital venue where attendees view live streamed sessions, engage virtually, and more. For hybrid events, it's all of these!

Alternate terms: event, conference app

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Event Type

A setting you select when creating an Event App. Options include In-Person, Virtual, and Hybrid, and your selection determines the availability of some features.

External Link

These let you add a URL to content outside your Event App or Community, such as a website. In the Web App, link content can sometimes embed in your Event App rather than opening in a new browser tab when attendees click the link. There are many places in an Event App or Community where you can include External Links.

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feature

A component of your Event App or Community that your attendees interact with. We offer 21 features to address an enormous variety of needs. If you have a specific goal in mind and aren't quite sure which feature to use, ask our support team, and we can help you choose the best feature.

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Groups

A function of the Attendees feature (called "Users" in Communities). Use Groups to provide a targeted and personalized experience for different types of attendees, limit access to content, and see Group-specific metrics. When Registration is linked to an Event App, attendees can be automatically added to Groups based on the Ticket they purchase.

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Internal Link

Connects one feature or item to another in your Event App or Community, such as linking a Speaker profile to an Agenda session.

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item

A single entry or profile in a feature. For example, when you create a new Agenda session or Sponsor profile, you're creating a new item.

Alternate terms: profile

Layout

Selecting a Layout is part of creating an event or Community and affects how the Mobile App and Web App appear. The Layout options are Banners, Features Only, and Smart Feed.

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Lead Retrieval

May refer to the product or the Socio Lead Retrieval mobile app exhibitors use to capture leads. This product connects to and leverages Event App data. Exhibitors you invite or who purchase Lead Retrieval licenses can then collaboratively use the Lead Retrieval to scan attendee QR codes and capture their information as a lead. Sponsors and exhibitors can then access metrics and follow up with attendees.

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Live Display

This product connects to and leverages Event App data to generate dynamic digital displays optimized to fit any screen size. Live Display shows content as it's created and updated, including current Agenda sessions, Wall posts, the Game leaderboard, and more.

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mobile app

Every event or Community hosted on the platform is available via the Socio Event App or a custom Branded App. The term "mobile app" by itself is most often used to refer generally to one or both of these when no immediate distinction is needed. When referring to one of Socio's other mobile apps, such as Lead Retrieval or Onsite, the distinction will be stated.

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Onsite

Use this product by itself with data imported from another platform, or connect to and sync data from Socio Registration, an Event App, or a Communty. Socio Onsite is a robust, intuitive event check-in and badge printing solution with a simple, intuitive badge editor that lets you create custom badges tailored to different Attendee Types. Our rental kits come with all the check-in and badge printing hardware you need — iPads, iPad stands, printers, routers, and your printing supplies.

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Privacy Settings

Selecting a Privacy Setting is part of creating an event or Community and determines how attendees gain access. While anyone can download the Socio Event App or your Branded App from the App Store or Play Store, you can control who can access your content within those Apps. Your Event or Community's Privacy Settings serve as the gateway to this access. There are three options to choose from - Public, Event Code, and Invite Only.

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product

Generally refers to any of the 6 major Socio offerings. These include Registration, Onsite, Communities, Event App, Branded App, Lead Retrieval, and Live Display.

Promo Page

Share the link to your event or Community's Promo Page to direct your attendees to your Mobile App and Web App quickly and easily. The Promo Page becomes available after you publish.

Alternate terms: Event Promo Page, Landing Page, Event Landing Page

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publish

An action you must take when creating a Registration, Event App, Community, or Onsite event. In the case of Registration, Event Apps, and Communities, publishing is how you apply a Credit to gain access to further customization beyond basic configuration.

Registration

Use this product by itself and export registrant data to another platform, or connect to and sync data automatically with an Event App or a Communty.

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session

Usually refers to an Agenda feature item.

Alternative term: Agenda session

social login

Refers to any of the Branded App's Sign Up and Log In options that leverage a social media account. These include Facebook, LinkedIn, Google, and Webex.

Socio Event App

The mobile app that acts as a hub and virtual space for your events and Communities. If you don't have a Branded App, your event will appear in the Socio Event App. Attendees can download the Socio Event App from the app store and access your events and communities from there, or they can use the Web App on a computer.

Alternate terms: Socio Mobile App, container app

Socio Platform

The management portal you use to build and manage the products you've purchased.

Alternate terms: Planner Platform, Platform

SSO

Stands for Single Sign-On. This free Branded App add-on lets you use your organization's SAML 2.0 SSO solution. The SSO option makes user login and account management faster and easier by letting users log in with an existing account that's already managed by your organization.

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Simulive

A combination of the words "simulated" and "live". Simply put, it means pre-recorded video presented at a specific time as if it were live content. Attendees must start watching at the right time to see the whole video, and they may not realize the content isn't live.

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Teams

Teams are made up of individual Socio Platform users who've been invited by a Team Admin. Product and feature credits are assigned to Teams, so selecting a Team is almost always part of activating a feature or publishing a product. You can only assign one team to a product or feature. However, you can invite as many team members as you like.

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toolbar

Refers to the dark blue bar in the Socio Platform's various products. The toolbar is the primary way of switching between configuring one section of a product and another.

Tracks

An advanced function of the Agenda feature used to categorize sessions. This lets attendees easily filter Agenda sessions down to only those that match their role or interest. Tracks and Groups can also be used to restrict access to certain Agenda sessions.

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Video Center

Socio's Video Center lets you upload an unlimited number of pre-recorded videos up to 8GB each to your Socio Event App or Community. Once uploaded, you can use the videos with Socio Simulive or Socio Video on Demand in Agenda sessions, Live Stream features, speaker, sponsor, and exhibitor profiles, and Custom List items. You can also use Video Center files as live stream recordings in the Agenda and Live Stream features.

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Video on Demand

Pre-recorded video that's available at any time, and viewers can access it at their leisure. Videos are uploaded to the Video Center and can be attached to select feature items.

Alternative term: VOD, VoD

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Video Rooms

Video Rooms are virtual spaces where a maximum of 13 attendees and 3 moderators can talk with one another via live video, audio, and typed messages, and send Connection requests in the Web App or Mobile App. If they're in the Web App, attendees can also share their screen.

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Web App

The Web App is the browser-based version of your Event or Community that leverages larger screen space and browser capabilities to offer attendees enhanced functionality over the Mobile App. The Web App is a great solution for users who want to use a laptop or tablet, or who simply don't have an Apple or Android device.

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Questions? Chat Us or Email support@socio.events

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