Utilizing Tools is a great way to feature Sponsors or Partners and their content to members of your community. There are tiers of Tools that allow you to provide engagement like roundtables, or feature content like PDFs and videos that are grouped by company or team.
The Tools feature must be enabled on your account before you can create booths in the dashboard, and share on your community's front-end, reach out to the Gradual team if you'd like it enabled.
đĄPro Tip: The Tools architecture can be used in a variety of ways to showcase and feature your partners, your portfolio, product features and more!
Building Tools
Go to your dashboard and click on Tools (or the corresponding button if you've customized the module name) from the menu on the left.
Click on +New Tools on the top right, and fill out the required fields.
Tier
Partner: Most complex tier that allows for highest level of engagement (roundtables and live chat) and features like video or pdf uploads and lead capture.
Featured: Middle tier that includes detail pages with descriptions and external links
Curated: The simplest tier that directly links out to a website or external link
đĄ Pro Tip: If you're unsure which tier to select, go with Partner as it'll allow for the most customization and features.
Subtitle (optional)
Does your organization or company have a tag line or phrase? Mission statement or a catchy promo line? This is where that should live as it populates right below the title of your booth and helps with the SEO. This must be 100 or fewer characters.
Category
Choose up to four categories, themes or tags to associate with your booth. This will help members and event attendees find you if theyâre searching for solutions in those categories. The selected categories will be listed under your title or name within your booth.
Website Url
This is where youâll list your companyâs website or URL where youâd like to direct traffic.
Blurb (optional)
Include a detailed description of your organization, your booth and your services.
Host (optional)
Here you can add someone who will manage any messages that come from the Chat icon in your booth. The host must already be a member in the community. Assigned hosts will receive direct messages from interested visitors to the booth in their 'Messages' tab within the event, and in the main community. Hosts will be alerted of unread or new messages by email and from within Gradual.
Visibility
This toggles the visibility of your booth to visible or hidden. The default setting is "Visible to attendees."
Logo
This is the small logo of your company or organization that will populate within your booth cover and at the top of your sponsor booth page.
Booth Cover
This is the image that populates on the sponsors page and advertises your booth to attendees.
Be sure to click Submit on the top right to save your work once you've made updates or changes to the booth
đĄ Pro Tip: Once the Tool booth is created you can hand over the reigns to the sponsor or company lead to finish the build and personalize it.
See how to add Sponsorship leads as admins to the booth here.
And here is a help doc to send them to walk them through that process.
Adding Booth Features
On the Overview page, you can also add Features to Partner booths that provide interaction opportunities and resources for the attendees.
At the base of the page, select +Add a New Feature. This will pop up a page where you can select which type of feature youâd like to upload and provide for members.
Live Video Chat Room
These are scheduled video chats with the host of the booth. When building this youâll need to select a host and a time slot.
New! You can now host Q&A in these chat rooms.
Round Table
These are scheduled video chats with any number of attendees and booth âstaffâ or members of your team. They can be themed or topic-based to drive conversation and anyone on the call can share their screen. When building this youâll need to select a host and a time slot.
Product Video
Show videos to attendees - resources, promotional videos, etc. This feature will pop up a video player within Gradual, so the attendee doesnât leave the booth.
Physical Swag
This allows you to collect the physical addresses of attendees to send them something physical.
Digital Swag
This allows an opt-in for attendees to indicate that theyâd like to receive digital swag like emailed gift cards, etc.
Allow attendees to view and download a PDF resource.
External Link
This will send attendees to an external link or URL like your website. It will open the link in a new tab, automatically.
Feature Assets
Cover Image
Each Feature will need a title and a cover image loaded to advertise and promote it. Cover images should be 800px X 450px .jpg or .png.
Description
Describe the feature with a short blurb or description. The text will display within the feature card so can be no more than 60 characters.
Lead Capture
Capture leads (name, email, title, and company) as people use and interact with the features. Enable this by toggling 'Lead Capture Requirement' on.
This is the pop up for members to agree to share their info.
To see all the leads captured, you will navigate to the 'Leads Captured' tab, and you can export the data from the Export button in the upper right.
Tools Data Reporting
Export details on all your community's tools from the dashboard. This export provides details and engagement metrics for your booths and their features within.
Export the tools report
Navigate to the Tools menu item in the dashboard, and at the top of the page select 'Export'.
The system will send you an email (to the email address who generated the export from the dashboard) with the report.
Depending on the size of your tools booths, and the number of booths, this report could take a few minutes.
Report data
This report will show booth data like title, logo, etc. along with viewership aggregate for the feature types within.
Currently, this report does not show the viewership totals for each feature, but an aggregate of all PDF feature views, all External Link feature views, etc.
Here are all the fields included in this report:
Fields requested:
ID
Name
Tier
Status (Visible/Hidden)
Admin URL
Subtitle
Community URL
Category
Website URL
Blurb
Host (for Messaging)
Logo (Link to file)
Booth Cover (Link to file)
Admins (Names listed)
Last updated date
Feature details (Counts)
Live Video Chat Room (Count)
Roundtable (Count)
Product Video (Count)
Physical Swag (Count)
Digital Swag (Count)
PDF (Count)
External Link (Count)
Leads Generated (Total Count)
Booth Analytics
See more detailed analytics on each individual booth from the Tools' 'Analytics' pages.
High level you can see the total visits to the booth, the total sum of all feature views and the sum of all leads captured in the booth.
Booth Visits Graph
See the number of visits to the booth by day, week or month.
At quick glance, see the most recent 10 visits to the booth with the users' company, role and timestamp.
X-axis: event timestamp, grouped by day by default.
Y-axis: number of visits
Feature Views Count
See the views of the features within the booth, sorted by the type of feature.