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Product UpdateCommunitiesEvent AppBranded AppLead Retrieval
a month ago03/22/2022

Product Update: Agenda/Calendar Views, Custom Refunds, Lead Retrieval Export, and More

Mobile App/Branded App Version: 23.0.0

Agenda/Calendar View Update

Your community calendar and event agenda just got a whole lot better! Two awesome new features are now available for both the Web App and Mobile App. 🎉

First, we've introduced Month and Year views. It's now very simple for community members or multi-week event attendees to browse the Agenda/Calendar and find upcoming or past sessions quickly. 

Animated GIF showing a Web App user clicking on a month in the Year view, then clicking on a day in the Month view.


Selecting a month in the Year view takes you to the Month view. Selecting a day in the Month view takes you to the Day view, which is the same view you and your members and attendees are used to. 

When you edit the settings for the Agenda/Calendar feature, you can choose a Default View to suit your needs. 

Screenshot showing part of the Schedule Settings modal. The Default View field and options are indicated.

The default Day view also got some love! Your attendees will now see the Happening Now carousel when there are sessions in progress. Users can scroll the carousel to the side to reveal additional sessions if there are lots happening at once.

Animated GIF showing a Mobile App user scrolling through the Happening Now carousel.

⭐ Keep in mind, to take advantage of these new features in your Branded Mobile App, you'll need to update your app using this process.

For a complete look at using either the Agenda feature in Event Apps or the Calendar feature in Communities, check this out.

Custom Refund Policy

Sometimes life happens, and people can't make it to your event. Socio Registration gives you the power to issue refunds, and you could previously select from a list of 3 preset refund policies to present in the registration form. We've now added a 4th option that puts the stated policy in your hands! 

When editing your Refund Policy, select the Custom Refund Policy option from the drop-down, enter your own refund policy, and click Save Changes. It's that easy. 😀

Animated GIF showing a Socio Platform user opening the Payments Page, clicking Select Refund Policy, and selecting Custom Refund Policy.

For a complete look at how to set your Refund Policy, check this out.

Promo Code entry update

Don't discount the value of this update! 🥁🥁 🐍 Registrants no longer have to click the Enter Code link to reveal the Enter Code field. The field is now always visible at the top of the Tickets list in the registration form and in Ticket widgets.

Screenshot of a registration page in a web browser. The Enter Code" field is indicated.

To learn more about using Promo Codes in your registation, check this out.

Lead Retrieval Export

If you've ever wanted to see specific data on each lead captured by your Lead Retrieval exhibitors, you're in luck! 🍀

Screenshot of the Metrics page of Lead Retrieval. The Export Scan Data button is indicated.

We've added the new Export Scan Data button to the Metrics page of your Lead Retrieval event. Click it, and you'll get an xlsx file with the following data goodies:

  • Attendee Id 
  • First Name 
  • Last Name 
  • Attendee Email 
  • Title 
  • Company 
  • Scanned by Exhibitor Name 
  • Exhibitor User Id 
  • Scanned by User First Name 
  • Scanned by User Last Name 
  • Scanned by Title 
  • Lead Quality 
  • Lead Status 
  • Scan Date 
  • Scan Time 

This is great for when you want to summarize how Lead Retrieval performed for your stakeholders, and to prove value to future exhibitors who may want to use LR at your next event.

To learn all about setting up and using Lead Retrieval, check this out.

Croatian Language Support

Zdravo! We're pleased to announce that we now support Croatian in the Web App and Mobile Apps. For our full list of supported languages, check this out.


That's all for today, folks! Hop over to the Socio Platform and take a look at these new changes for yourself. Not a customer yet? We'd love to give you a demo! 

Avatar of authorDaniel Murphey
Product UpdateCommunitiesEvent AppBranded App
2 months ago02/15/2022

Product Update: More Languages, App Knowledge Base Retirement, and More


More Languages

¡Hola! Bonjour! We're happy to announce that we've added support for seven more languages to the Socio Platform, the Socio Event App, Branded Custom Apps, and the Web App. These new languages include:
  • Bulgarian
  • Catalan (Spain)
  • Croatian
  • English (UK)
  • French (France)
  • Indonesian
  • Norwegian
  • Spanish (Spain) 
This brings the total number of languages Socio supports up to 33! To see the full list of supported languages, check this out.


App Guide and Attendee Knowledge Base Retirement

On February 23, 2022, we’re retiring the Attendee App Knowledge Base at help.ea.socio.events.

We launched the App Knowledge Base to help answer attendee questions. However, it receives very little traffic — <1% of total feature clicks on average. Turns out, our products are pretty intuitive for end users! Instead of maintaining articles that few are using, we’ve opted to double down on the content that you are using, and empower you to create custom guidance for your attendees.

We encourage you to check out our article about creating an awesome Attendee Walkthrough and use it as inspiration for creating your own guides, whether a video, FAQ, or PDF. Using the examples from other organizers, you can create awesome content tailored to your brand, event, and attendees.

We've taken measures to ensure that anyone who happens to find a link to the App KB will be redirected after February 23.

Term Change: Branded App Custom App

"What's in a name? That which we call a Branded App by any other name would smell just as sweet." - William Shakespeare (sort of)

When you create a Socio Event or Community, your attendees on mobile devices can access it via the Socio App at no additional cost. If you want your mobile experience tailored more to your brand, we offer the add-on Custom App, formerly referred to as the Branded App. 

These great options remain unchanged! We simply wanted to let you know that we've changed how we talk about this custom version of the Socio App from "Branded App" to "Custom App". You'll see this change reflected in the Socio Platform, the Socio Platform Knowledge Base, and future communications from our team.

To learn all about making your own Custom App, check this out.


That's all for today! Hop over to the Socio Platform and take a look at these new changes for yourself. Not a customer yet? We'd love to give you a demo! 

Avatar of authorDaniel Murphey