SOP: Create Sponsorship Packages in the Exhibitor Sign-Up Flow
Objective
This SOP explains how to create and configure sponsorship packages in the exhibitor sign-up flow so team members can set pricing, availability, levels, descriptions, and workflow rules correctly. It also covers how to position the package in the sign-up experience and verify it appears properly in the preview.
Key Steps
1. Understand how packages affect the sign-up flow 0:01
Review the package options available in the exhibitor sign-up flow, such as Platinum, Gold, Silver, or Booth Only.
Confirm whether the item should function as a sponsorship package, exhibitor-only option, or a combination.
Understand that the selected package can affect:
Which booths are available on the floor plan
Which add-ons are shown or hidden
The level assigned to the company
Pricing behavior for booths and complimentary items
2. Navigate to the Products area in Event Admin 1:53
Go to Event Admin.
Open Shop.
Select Products.
Use the Packages section to create sponsorship packages.
Use the Add-ons section only for supplemental items, not primary sponsorship packages.
3. Create a new sponsorship package 2:05
Click to create a new product in the Packages area.
Enter a clear label for the package, such as Bronze Sponsor.
Set the price for the sponsorship.
Save the item as a draft if it is not ready to publish yet.
4. Set package availability and assign the required level 2:25
Define how many units of the package are available in stock.
Set the quantity based on the number of sponsorship opportunities available.
Assign the correct level to the package.
Remember that every exhibitor/sponsor must have exactly one level, and the selected package determines that level.
Use the level to control permissions such as booth selection, booth staff allocation, booth pricing, and task visibility.
5. Add package details for the exhibitor-facing display 3:39
Upload an image for the package if available.
Add a short description for quick display in the sign-up flow.
Add a long description for more detailed information.
Treat this as building an online version of the prospectus so users can compare package options easily.
6. Configure advanced package options 4:06
Add the package to a group if you want to organize related items into collapsible folders.
Set a maximum quantity per company so the same company cannot select the package more than once.
Add tags for reporting and filtering, such as tagging items as sponsor products.
Use tags to separate sponsorship products from booth add-ons or other product types.
7. Set workflow rules tied to the package 5:08
Define what should happen when the package is purchased.
Link booths to the package if certain booth types should be included.
Assign tasks that should only appear to purchasers of that package.
Optionally apply priority points if your organization uses a priority-based exhibitor ranking system.
8. Save the package and arrange its display order 6:04
Save the new sponsorship package.
Confirm it appears in the package list.
Drag and drop the package into the correct position in the list.
Place it in the intended order, such as after Silver Sponsorship.
Save the updated position.
9. Preview the sign-up flow and verify the package 6:28
Open the sign-up flow preview in a new tab.
Refresh the page to load the latest changes.
Confirm the new package appears in the exhibitor sign-up flow.
Verify the image, description, and pricing display correctly.
If no image was added, confirm the placeholder image appears as expected.
Cautionary Notes
Do not skip level assignment. Every package must assign a level because the level controls permissions and exhibitor behavior.
Be careful with pricing rules. Package selection can zero out booth pricing or change booth availability depending on configuration.
Limit quantity intentionally. If the package is limited, set stock correctly to avoid overselling sponsorship opportunities.
Use maximum quantity per company when a package should only be selected once per organization.
Workflow rules can affect visibility. Assigning booths or tasks incorrectly may expose items to the wrong users.
Preview after every major change to confirm the package displays and behaves as expected.
Tips for Efficiency
Use consistent naming conventions for package labels and levels, such as Bronze, Silver, Gold, and Platinum.
Prepare images and descriptions before creating the package to speed up setup.
Use tags consistently so reporting is easier later.
Group related packages together to make the sign-up flow easier for exhibitors to navigate.
Save and preview frequently to catch configuration issues early.
If a package has special booth or task rules, document those rules outside the system so the setup can be repeated accurately.
Link to Loom
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