MONEY20 20 Money20/20 Connect App User Guide
- June 25, 2024
- MONEY20 20
Table of Contents
Part of Ascential plc
MONEY20/20 CONNECT
STEP-BY-STEP GUIDE
1. GETTING STARTED
Money20/20 Connect logs in via your Money20/20 account. If this is your first time attending Money20/20 Europe with your company then you will need to register for an account ahead of logging into Money20/20 Connect. This can be done via our website.
The email associated with your pass is the email you will need to use to create your account and log into Money20/20 Connect. If you do not know which email address has been used, please speak to your internal pass manager who assigned your pass.
2. PICK YOUR SHOW
New for 2024 is our Money20/20 Show Picker page, where you will be automatically directed once you log into Money20/20 Connect.
Within this page you can select the show you are trying to attend. Eg. If you have a pass for Money20/20 Asia and Money20/20 Europe, you will be able to access both shows. If you only have a pass for Money20/20 Europe you will only be able to access the Money20/20 Europe Show Connections Platform.
3. PROFILE SETUP
Once logged in you will be prompted to confirm the visibility of your contact details. This will allow you to make your details private or visible for connections to see.You can always adjust this in “Edit Profile” later if you change your mind.
You can make changes to your profile in the Update Profile tab such as Company name, adding a bio or changing your job role. Please make sure that networking is enabled to benefit from our networking features. Remember to select submit at the end of the page to save changes and allow some time for these changes to reflect.
Please note, any changes you make on this page will be reflected on your badge at the show.
Top Tip: Networking needs to be enabled to benefit from our other networking features. Without this turned on you won’t be able to see the attendee list, message or schedule meetings and other attendees won’t be able to see you.
4. MY TEAM (SPONSORS ONLY)
The “My Team” area of Money20/20 Connect is only available for our sponsors. This function will allow you to have a complete team view of your time on site. It will enable you to be proactive in your planning before you arrive in Amsterdam.
In the top navigation bar you will find “My Team”, the first person from your company to active this area will automatically become the admin. If this person should not be the admin, they can re-assign admin access another user within the “Team Members” space.
Within “My Teams” the top functionalities that are only for sponsors are;
- See a full team calendar for pre show planning
- Book meetings on behalf of other colleagues
- Receive inbound leads ahead of the show
- Activate your `Lead Scanner’
- Review all leads in real time
- Export all leads pre, during or post show
Please note: only the admin will have export rights to sensitive data ie. lead scans which include email addresses.
Top Tip: Ensure none of your colleagues are missing from the “Team Member” area or else they won’t be able to download any leads post show.
5. EXPLORE ATTENDEE AND SPONSOR LIST
Via the sidebar you will be able to access the full attendee list. Filter via job title, region, sector and more to find the people you want to meet with.
You can also navigate the speaker and sponsor list in similar fashion.
Top Tip: Use the search bar at the top to search attendees or sponsors by name. There is also filter included in the results page.
6. SHOW INTEREST OR SKIP PROFILES
In order to get the most out of the connections platform, we need to know who you do and don’t want to connect and meet with.
Show Interest to those you wish to connect and meet with. Skip Profiles of those who are not the type of attendees you wish to meet with.
This information added with your pre-set preferences, will be used to match you for meetings. There is no guarantee that the attendees you show interest to will be the ones you meet with, but their profile information will feed into the AI and be used to ensure you meet with a similar type of attendee.
Top tip: The more you use the recommendations function the more the AI improves its suggestions. You can also show interest and message Sponsors.
7. ARRANGING MEETINGS WITH CONNECTIONS
“My Connections” is where your connections will show once either you or your newfound connections has accepted a request.
You can click on “My Connections” for a more in depth breakdown and arrange meetings with new connections to further conversations
You can select a meeting location at your stand or in the connections lounge which is our dedicated networking area. A table number will be supplied when both parties have accepted.
You can add multiple attendees to the meeting by clicking the “+” symbol next to the initial attendee.
Top Tip: When requesting a meeting, it is advised that you become a connection first. Also it doesn’t hurt to send a welcoming “personal message” with the meeting request. This increases your chance of a connection being made.
7A. SCORE LEADS AND ADD NOTES TO THEIR PROFILE
Add lead notes to newly formed connections and avoid forgetting vital information. This can be accessed any time you select “View Lead Notes” on a connections profile.
You can also score leads from 1 to 5 to aid your organisation of connections post event.
Sponsors of Money20/20 will be able to download information on contacts and meeting which will be accompanied by lead notes and lead scores.
You can also mention a team member within the lead notes and detail how they played a part in forming a connection or highlight who needs to manage this relationship during or post event.
8. EVENT AGENDA
The event agenda holds all the content sessions giving you a breakdown of days, times and information about each session including speakers, themes and stage location. You can use the filters to sort out the location or interest.
If something piques your interest you can select to add it to “My Schedule” which will slot in to your personal calendar.
You can also select an event to get further information and context on the session as well as similar session suggestions.
Top Tip: Make sure to check out the Fringe Event Agenda so you don’t miss out on the sponsor led events on the show floor!
9. MANAGE YOUR SCHEDULE
Within your profile you will be able to manage your availability. If there are any times you are not able to attend a meeting please block these out.
This will ensure that meetings are booked for only when you are available.
Go to “My Schedule”, in this section you will be able to keep track of the meetings that you have arranged or have been arranged for you.
You will receive an email notification when your meetings are ready to review
You will also be able to see any content sessions or show floor events you added to your schedule here so you can plan your day accordingly.
You can also sync your personal schedule to your email provider so you can organise your day within your work set up also. Please advise that the sync time vary from provider to provider.
Read User Manual Online (PDF format)
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