Your workspace is the operating center for your event business or field program. During onboarding, choose the app you want to start with: Events for ticketed or RSVP-driven gatherings, Field for brand activations and ambassador operations, or Bundle when you need both audience-facing events and field execution.

After you choose your app, complete your profile, invite teammates if needed, and open the app command center. The command center shows what is active, what is missing, and what needs attention before launch.

1. Complete your profile so teammates and clients can recognize you.
2. Choose Events, Field, or Bundle based on the first experience you are launching.
3. Add any initial team invitations, or skip invitations and add seats later.
4. Open the command center and create your first event or activation.

• Start with one clear launch goal before building every feature.
• Use Bundle when an event also needs ambassadors, location operations, or lead capture.

Roll Call Events is built for audience experiences: event pages, RSVPs, tickets, sponsors, vendors, stores, check-in, loyalty, replay, and Event Space.

Roll Call Field is built for operational activations: activation briefs, locations, schedules, ambassadors, crew access, supplies, kits, lead capture, redemptions, and ROI.

1. Use Events when the primary outcome is attendance, ticket sales, sponsors, or audience ownership.
2. Use Field when the primary outcome is execution across locations, staff, samples, leads, and client reporting.
3. Use Bundle when an event needs field teams or an activation needs an audience-facing event page.

• Think of Events as demand and revenue, Field as execution and results.
• The connector can link an event and activation when both apps are active.

The command center is the first screen for understanding what needs attention. It should answer three questions: what is live, what is launching soon, and what is missing.

For Events, use it to move between the overall business view and a specific event dashboard. For Field, use the activation switcher to move between activation dashboards without leaving the app.

1. Review status cards for drafts, active launches, live work, and completed work.
2. Use the event or activation switcher to focus on a specific project.
3. Open setup warnings before launch day, especially missing landing pages, tickets, locations, team assignments, or run of show items.
4. Refresh only when you need to pull new server data.

• Use the command center at the start of each work session.
• Treat warning cards as your launch checklist.

Your profile helps Roll Call personalize the app experience. Your brand basics help public pages and shared hubs feel like they belong to your organization.

Add a profile image, name, organization name, and default branding. Event Space and Activation Hub can use their own logos, colors, and copy when a specific experience needs different branding.

1. Open Settings and confirm your profile name and email.
2. Add or replace your profile photo.
3. Set your organization name where brand controls are available.
4. Customize Event Space or Activation Hub branding for client-facing pages.

• Use a transparent PNG logo when possible.
• Keep client-facing copy short and outcome-driven.

A successful launch depends on clarity, payment readiness, team readiness, and a shared source of truth. Roll Call gives each project a place to assemble those pieces before you publish.

Use this checklist before sharing links, selling tickets, inviting crew, or sending a client to review.

1. Confirm name, date, location, description, and primary CTA.
2. Publish the event landing page, Event Space listing, or Activation Hub.
3. Confirm tickets, RSVP, sponsor packages, vendor packages, or lead forms if they apply.
4. Assign team roles, Day Pass or Crew Access, and schedule coverage.
5. Review finance, payout, refund, and customer-facing policy language.

• Do a mobile review before sharing any public link.
• Send the client or internal team one canonical link, not a collection of files.

An event in Roll Call is the source record for everything audience-facing: landing page, tickets, RSVPs, sponsors, vendors, store items, check-in, follow-up, replay, and analytics.

Create the event first, then build the conversion and operations layers around it.

1. Open Events and choose Create Event or Event Wizard.
2. Add event name, date, venue, audience, and goal.
3. Save the event before building tickets or a landing page.
4. Use the event dashboard to continue setup.

• Use a clear event name that works in email, QR codes, and mobile page headers.
• Add the strongest audience promise before writing long details.

Tickets and RSVPs control who can attend and what they pay. A ticket can be free, paid, capacity-limited, time-sensitive, or positioned as a premium tier.

Keep ticket choices simple. Too many choices slow conversion.

1. Open Tickets & Pricing inside the selected event.
2. Add each ticket or RSVP type with a name, price, capacity, and description.
3. Use terms when attendees need to accept rules before checkout.
4. Preview the landing page checkout flow before sharing the page.

• Use three or fewer public ticket choices unless the event truly needs more.
• Name tickets by buyer intent, such as General Admission, VIP, or Team Pass.

Sponsor and vendor packages let an event generate revenue beyond ticket sales. Packages should describe the business outcome, not just logo placement.

Roll Call can collect sponsor or vendor interest directly from the event experience and organize follow-up inside the app.

1. Create sponsor or vendor tiers with prices, benefits, and availability.
2. Add strong descriptions that explain audience, visibility, and value.
3. Share the landing page or deck link with prospective partners.
4. Track leads, status, and post-event sponsor reporting.

• Tie packages to audience access, content placement, sampling, lead capture, or hospitality.
• Use post-event results to renew sponsors faster.

The Live Event tools are built for the day of the event. They help you admit attendees, watch room activity, sell upgrades, and give temporary access to event staff.

Day Pass lets crew help with event operations without requiring a full Roll Call account.

1. Open Check-In to scan QR codes or search attendees manually.
2. Use Live Room to monitor attendance and real-time event signals.
3. Use On-Site Upsell when you want to offer upgrades during the event.
4. Create a Day Pass for crew with time-limited access.

• Test scanning before doors open.
• Give each crew member only the access they need.

The event does not end when people leave the room. Post-event workflows help you convert attention into future attendance, sponsor renewal, product sales, replay revenue, and audience ownership.

Segment attendees by attendance, ticket type, interest, and behavior before sending follow-up.

1. Review check-in and sales results.
2. Send attendee follow-up based on who attended, missed, or purchased.
3. Publish replay content if the event has post-event media value.
4. Prepare sponsor and vendor reporting.

• Send first follow-up within 24 hours.
• Use replay and loyalty to keep the audience active between events.

An activation is the Field app's main project record. It contains the brief, locations, dates, staffing, run of show, crew access, lead capture, supplies, kits, and results.

Create the activation before adding schedules or team assignments so every workflow connects to the right project.

1. Open Field and select All Activations.
2. Create a new activation with name, brand, client, goal, and status.
3. Open the activation dashboard.
4. Add brief details, locations, and staffing next.

• Use one activation per client program or campaign.
• Use locations and schedules to break a campaign into executable parts.

The activation brief is the operating plan. It should tell the team what is happening, why it matters, who is involved, where to go, what to bring, and how success will be measured.

The brief can power the Activation Hub so ambassadors and clients see the right information without searching through messages.

1. Add campaign goals, brand notes, audience, and client expectations.
2. Add every location, date, time, address, contact, parking note, and setup requirement.
3. Add schedule notes, run of show, team roles, supplies, and lead capture expectations.
4. Open the full brief or Activation Hub preview before sharing.

• Write briefs for the person arriving on site, not just the manager.
• Add location-specific notes whenever execution varies by store or venue.

The Ambassador Roster is your team database for Field work. It should show who is available, who is approved, what they are trained for, and which activation or location they are assigned to.

Profiles should include contact details, skills, status, notes, and assignment history.

1. Open Ambassador Roster.
2. Add or review ambassador profiles.
3. Use status labels such as Applicant, Approved, Scheduled, or Inactive.
4. Open a profile before assigning high-importance shifts.

• Keep applicant and approved ambassador lists separate with status labels.
• Use notes for reliability, certifications, and client preferences.

Shift Scheduler turns locations and dates into staffable work. A useful shift should include date, start time, end time, location, assigned ambassadors, objectives, and any supplies or kits needed.

Calendar view is best for planning coverage. List view is best for auditing assignments.

1. Open Shift Scheduler for the selected activation.
2. Use month, week, or day controls to review coverage.
3. Click a date or existing shift to add or edit a schedule.
4. Assign ambassadors, location, supplies, kits, and task objectives.

• Schedule by location first, then assign ambassadors.
• Link kits and supplies to shifts so managers know who has what.

Lead Capture gives ambassadors a simple way to collect first-party information during an activation. Results screens help managers and clients understand activity, conversion, redemptions, and ROI.

Lead forms should be short in the field. Ask only for what the ambassador can collect without slowing the interaction.

1. Define the fields you need before the activation starts.
2. Train ambassadors on when and how to ask for information.
3. Use Live Dashboard during the activation to monitor progress.
4. Review ROI and results after the activation ends.

• Use fewer fields for higher completion rates.
• Track source, location, ambassador, and offer whenever possible.

Event Space is your Roll Call web space for event discovery. It lets your audience browse multiple events, open event landing pages, buy tickets, RSVP, and stay connected to your brand.

Use Event Space when you run more than one event or want a persistent audience hub instead of isolated event pages.

1. Open Event Space under the Events dashboard area.
2. Choose a template archetype that matches your audience and brand.
3. Set logo, colors, body copy, featured event cards, and calls to action.
4. Publish and add links back from individual landing pages.

• Make the first screen about discovery and conversion.
• Use analytics to learn which event cards and sources drive action.

The landing page is the event's conversion page. It should quickly explain what the event is, who it is for, why it matters, where and when it happens, and what action the visitor should take.

Use the builder to style the page, add speakers, tickets, sponsors, vendors, social links, and footer branding.

1. Open Landing Page for the selected event.
2. Choose or customize a template.
3. Add headline, body copy, visuals, social proof, schedule, speakers, tickets, and partner sections.
4. Preview on mobile before publishing.

• Put the primary CTA near the top and again after important sections.
• Do not ask for unnecessary information before purchase or RSVP.

Activation Hub is the shared field destination for a campaign. Public job postings can live there, while ambassador and client views can be gated so each audience sees the right information.

Use it to reduce scattered messages and give teams one place to prepare before, during, and after the activation.

1. Open Activation Hub for the selected activation.
2. Add brand and client logos, colors, header image, and rich text.
3. Choose which sections are public, ambassador-only, or client-facing.
4. Publish the hub and share the correct link or access instructions.

• Make the mobile view the primary design target.
• Use role-specific sections so clients and ambassadors are not overloaded.

A job posting should explain the activation, role, requirements, pay or compensation, schedule, location, and application expectations.

Applicants should flow into Ambassador Roster as new applicants so the operator can review and approve them.

1. Open Activation Hub or the job posting section.
2. Add role title, description, requirements, dates, location, and expectations.
3. Publish the posting and share the public link.
4. Review new applicants in Ambassador Roster.

• Be specific about attire, arrival time, responsibilities, and experience requirements.
• Use plain language so applicants understand the work before applying.

Public pages and shared hubs should feel like the organization, brand, or client behind the experience. Roll Call provides layout and conversion structure, while your branding controls make the page feel owned.

Use strong imagery, clear copy, and consistent colors. Upload assets at the recommended size and type shown near each upload control.

1. Add a logo and size it for readability on mobile.
2. Choose main colors with enough contrast for text and buttons.
3. Add header or cover imagery when the page needs emotion or brand context.
4. Review the preview before publishing.

• Avoid dark text on dark backgrounds or light text on light backgrounds.
• Use one primary CTA color consistently.

Roll Call lets customers sell tickets, sponsorships, vendor packages, store items, and other event commerce. Card payments are securely processed by Stripe, and Roll Call records the order, buyer, item, and payout status.

Customers do not need to explain payment technology to buyers. Buyers should see clear item details, fees, refund policy, and confirmation after purchase.

1. Create the item being sold: ticket, sponsor package, vendor package, or store product.
2. Confirm price, quantity, terms, and refund policy.
3. Publish the page or checkout link.
4. Review orders, confirmations, and payout status in Finance or Orders.

• Show all buyer-facing policies before checkout.
• Use Finance to monitor payout readiness and refund impact.

The Store lets each event sell more than tickets. Product types have different requirements: digital files need delivery files, merchandise needs images and variants, experiences need schedule or capacity details, and food and beverage needs service or redemption details.

Use product-specific fields so buyers understand exactly what they are purchasing.

1. Choose the correct product category.
2. Upload images or files where required.
3. Set price, inventory, fulfillment rules, and buyer instructions.
4. Review orders and fulfillment status after purchase.

• Use clear product photos for merchandise.
• Use redemption instructions for on-site items.

Payout timing protects buyers, producers, and Roll Call. Ticket revenue is generally held until after the event has passed. Sponsor and vendor payments can become eligible after payment clears and review rules are satisfied. Store payout timing depends on product type, fulfillment, refund exposure, and policy.

Finance shows available balance, pending balance, payout rules, payout method, refunds, disputes, and ledger activity.

1. Open Finance.
2. Review available, pending, held, refunded, and disputed balances.
3. Connect or review payout method.
4. Check payout rules before promising payout timing to a customer or partner.

• Refunds reduce payout balance.
• First-time accounts may require review before the first payout.

Refund policy language should be visible before checkout. A clear policy reduces disputes and protects the producer from unclear buyer expectations.

When a refund is issued, it reduces the payout balance. If funds have already been paid out, future balances may be adjusted.

1. Open Finance and review refund policy settings.
2. Choose a policy style such as flexible, case by case, or no refunds unless required.
3. Write buyer-facing language in plain terms.
4. Review refund and dispute records regularly.

• Avoid vague phrases like subject to approval without explaining the process.
• Use event-specific terms when the refund policy differs by event.

Ticket confirmation emails help buyers feel confident that registration worked. They should include event name, ticket reference, date, QR code or backup code, and a clear way to view the ticket.

Branding can be personalized so the confirmation feels like the event producer, while Roll Call handles the ticket logic.

1. Open email or ticket confirmation settings.
2. Add logo, brand name, headline, intro line, button label, and footer copy.
3. Use a short headline and a clear call to action.
4. Send a test purchase before launch.

• Always include a fallback reference code in case a QR image does not load.
• Keep the view-ticket button obvious on mobile.

Team seats are for ongoing collaborators who need a Roll Call account. The owner controls plan access, invitations, and seat count.

Temporary crew who only need event-day or activation-day access should use Day Pass or Crew Access instead of a full team seat.

1. Open Team Seats or Subscription.
2. Review current seats used and available.
3. Add paid seats before inviting more teammates when required.
4. Send invitations only after the seat count is available.

• Use team seats for managers, producers, clients, and recurring collaborators.
• Use Day Pass or Crew Access for temporary staff.

Events Day Pass gives event staff temporary access for one event only. It is designed for check-in staff, door staff, room monitors, and upgrade sellers who do not need a full Roll Call account.

Access should be time-limited and protected by a simple PIN.

1. Open the selected event.
2. Go to Day Pass - Crew Mode.
3. Set access start, expiration, and PIN.
4. Share the link or QR code with crew.

• Create passes close to event time.
• Revoke passes when crew access should end early.

Field Crew Access is different from Events Day Pass because field staff may only need specific locations. It should expose activation-specific tools such as location check-in, lead capture, run of show, tasks, supplies, kits, and redemptions.

Use location checkboxes to control where the pass works.

1. Open Crew Access inside the selected activation.
2. Choose the locations the pass can access.
3. Set immediate or scheduled start date and time.
4. Share the link, copy button, or QR code with crew.

• Limit passes by location when a campaign spans multiple stores or venues.
• Revoke passes when a shift ends or staff changes.

Mobile Crew Mode should give temporary staff a clean phone-first view of the exact tools they need. Events and Field have different crew workflows, so mobile mode should show event tools for events and activation tools for field programs.

Crew should not have to navigate the full app.

1. Create the correct Events Day Pass or Field Crew Access pass.
2. Ask crew to open the link on their phone.
3. Have them enter the PIN if required.
4. Confirm the visible tools match their assignment.

• Test the mobile link before sharing it with the full team.
• Use manual lookup as a backup when camera access is blocked.

Roll Call has different access models because not every collaborator should see the same thing. Owners manage the account, teammates collaborate inside the app, clients can review selected information, and temporary crew can use limited tools through pass-based access.

Choosing the right access keeps the workspace clean and secure.

1. Use owner access for account and billing control.
2. Use team seats for ongoing collaborators.
3. Use client views for review and reporting.
4. Use Day Pass or Crew Access for temporary event or field staff.

• Do not give full team access to one-day staff.
• Use role-specific views when sharing with clients.

Social Creative helps turn event information into campaign-ready creative. It should generate both ad visuals and editable post copy, including captions and hashtags.

Creative direction and art direction should guide the look. Campaign goal should influence strategy, but should not appear as visible text on the ad.

1. Open Social Creative under Events Growth.
2. Choose event, format, creative direction, and art direction.
3. Set CTA style, size, placement, or choose no CTA.
4. Review and edit generated captions before posting.

• Use different creative systems for different audiences.
• Keep captions editable so the brand voice can be refined.

AI copy should help visitors understand the event quickly. Strong landing copy answers what it is, who it is for, why it matters, when it happens, where it happens, and what to do next.

Use generated copy as a draft, then edit it for brand voice and accuracy.

1. Add clear event details before generating copy.
2. Generate headline, subtitle, and section copy.
3. Edit for specificity and tone.
4. Preview on mobile.

• Specific inputs produce stronger outputs.
• Remove any copy that sounds generic or overpromised.

AI can help turn campaign notes into a usable activation brief. The goal is not just polished language; it is operational clarity for ambassadors, managers, and clients.

Always review AI-generated instructions for accuracy before publishing.

1. Enter campaign goal, audience, product, locations, and expectations.
2. Generate brief sections or run of show suggestions.
3. Edit location-specific requirements manually.
4. Publish only after manager review.

• Use AI to draft, not to replace operational review.
• Keep ambassador instructions short and action-oriented.

AI credits measure usage across AI-powered features such as landing copy, social creative, captions, briefs, run of show support, and contact or campaign assistance.

The Subscription page shows customer-facing usage. Admin analytics can show platform-level usage, errors, and cost estimates.

1. Open Subscription to review credits used and remaining.
2. Use AI where it saves meaningful time or improves output.
3. Watch for accounts near their credit limit.
4. Review failed AI requests if generation does not complete.

• High AI usage can indicate strong product value.
• No AI usage after signup may indicate a customer needs onboarding help.

Good AI output depends on good inputs. Roll Call performs best when the user provides audience, goal, tone, offer, event type, location, brand signals, and any constraints.

For creative outputs, choose a direction before generating. For operational outputs, include real details from the event or activation.

1. Describe the audience and the desired action.
2. Add the strongest offer or emotional hook.
3. Choose tone, style, or creative direction when available.
4. Edit the output instead of accepting the first result blindly.

• Specific beats clever.
• Use examples when the brand voice matters.

Event Space analytics show how people discover and interact with customer event destinations. This data can support conversion optimization now and ad sales opportunities later.

Important metrics include visits, unique visitors, source, event card clicks, CTA clicks, ticket starts, purchases, sponsor clicks, and conversion rate.

1. Open Admin Dashboard and review the Event Space analytics tab.
2. Filter by date range.
3. Compare traffic sources and conversion actions.
4. Identify high-performing pages, cards, and campaigns.

• Traffic without conversion usually means the page promise or CTA needs work.
• Sponsor engagement can become valuable proof for future ad products.

Activation Hub analytics show how people use field pages. For public job postings, track views and application starts. For ambassador views, track brief engagement, location views, schedule access, and resource usage.

For client views, track review activity and reporting engagement.

1. Open Admin Dashboard and review Activation Hub analytics.
2. Filter by activation, account, or date range.
3. Review views, clicks, applications, and gated-view activity.
4. Use engagement signals to improve hub content.

• If ambassadors are not opening the brief, managers may need to resend access or simplify the content.
• Client view activity can help prove communication value.

Event performance should connect promotion to attendance and revenue. Track page visits, RSVP or ticket conversion, revenue, attendance, no-show rate, sponsor activity, store sales, and post-event engagement.

The best reports help producers decide what to do next.

1. Review dashboard performance cards.
2. Compare tickets sold, RSVPs, and check-ins.
3. Review traffic source conversion.
4. Use results to improve the next event.

• A strong event page reduces friction before checkout.
• No-show rate is a key signal for future reminder strategy.

Field reporting should show what happened at each location and what it meant for the brand or client. Key metrics include activations completed, locations covered, ambassadors staffed, samples distributed, leads captured, redemptions, cost, and ROI.

Use results to identify top locations, top ambassadors, and gaps in execution.

1. Use Live Dashboard during the activation.
2. Review Lead Capture and Redemptions after each shift.
3. Open ROI & Analytics for final reporting.
4. Share client-ready results from the activation record.

• Location-level reporting is essential for retail and multi-city programs.
• Track who captured each lead when ambassador performance matters.

The Admin Dashboard is Roll Call's internal intelligence layer. It should show high-priority alerts, account health, revenue, Events activity, Field activity, AI usage, feedback, support, and system health.

Use admin intelligence to identify accounts that need help, accounts ready to upgrade, and product areas that need improvement.

1. Start with high-priority alerts.
2. Review account health and onboarding status.
3. Check Events, Field, Revenue, AI Usage, Feedback, and System Health tabs.
4. Act on stuck accounts, failed payments, high AI usage, and support messages.

• Date filtering helps separate launch-week noise from real trends.
• Track both revenue and activation signals.

A high-converting event page answers the visitor's core questions quickly and makes the next action obvious. The page should create energy, establish trust, reduce friction, capture intent, and convert.

Ask for only the information needed to complete the current action. Additional profile or preference data can come later.

1. Lead with event title, date, location, audience, and primary CTA.
2. Add social proof, schedule, speakers, tickets, and partner signals.
3. Use sticky or repeated CTAs on long pages.
4. Review mobile first.

• One dominant CTA per screen usually converts better.
• Use urgency honestly: capacity, deadline, price tier, or waitlist.

A strong activation brief reduces confusion. It tells every stakeholder what success looks like and what needs to happen on site.

The best briefs are structured, mobile-readable, and location-aware.

1. State campaign goal and success metrics.
2. Add location-by-location instructions.
3. Include arrival, setup, talk track, sampling, lead capture, and wrap-up expectations.
4. Publish through Activation Hub so everyone has the latest version.

• Write instructions in the order ambassadors will need them.
• Separate client summary from ambassador execution details.

Sponsor packages sell faster when they connect sponsor goals to event audience and measurable outcomes. Avoid packages that only list logo placement.

Strong packages can include audience access, lead opportunities, content placement, hospitality, product sampling, speaking moments, and post-event reporting.

1. Define the audience and why sponsors care about it.
2. Create tiered packages with clear differences.
3. Include deliverables and scarcity.
4. Report results after the event.

• Name tiers by value, not just metal levels.
• Keep benefits concrete and measurable.

No-shows are often caused by weak reminders, unclear value, or low commitment. Roll Call can help by combining confirmation emails, reminders, calendar behavior, and post-registration engagement.

The goal is to make attendance feel planned and valuable.

1. Send a clear confirmation email immediately.
2. Use reminders before the event.
3. Make calendar saving easy when available.
4. Keep attendees engaged with updates, speaker announcements, or limited offers.

• Paid tickets often no-show less than free RSVPs.
• Give attendees a reason to keep caring after registration.

First-party data is one of the biggest strategic advantages of live experiences. It includes registrations, attendance, interests, purchases, lead capture, engagement, and repeat behavior.

Do not ask for everything upfront. Use progressive capture so the first conversion remains easy.

1. Collect the minimum needed for the first action.
2. Add optional questions after purchase, RSVP, or check-in.
3. Tag interests, source, location, and behavior over time.
4. Use reporting to improve future events and activations.

• Every extra required field can reduce conversion.
• Behavioral data is often more useful than survey data.

Roll Call Meet combines Roll Call Suggest, meeting orchestration, and outcome tracking. It is designed to help the right people find each other, get a meeting on the calendar, and turn that meeting into revenue or action.

Meet does not replace your CRM, event records, activation records, or scheduler. It discovers and orchestrates meetings. Source contact records stay in CRM and List & Outreach. Follow-up and ROI stay connected to the event or activation.

1. Open Roll Call Meet from the shared navigation or left rail.
2. Use Collect Intent to answer four prompts: what you are here to do, who you want to meet, meeting type, and desired outcome.
3. Generate recommendations and review the why, opener, relevance score, and mutuality.
4. Request or book the meeting, assign a time and room or zone, then check people in onsite.
5. After the meeting, capture the outcome, next step, CRM tags, and estimated ROI value.

• Use Meet when a relationship needs to be intentionally created, not just stored as a contact.
• Use Automations after Meet to send follow-ups, notify owners, or tag CRM records.

Sponsor meetings are one of the highest-value uses for Roll Call Meet. Instead of giving sponsors a logo placement only, you can help them meet qualified people and report the outcome after the event.

The sponsor contact lives in Sponsors or List & Outreach. Meet creates the recommended meeting object. The outcome then feeds your sponsor report, CRM tags, and event ROI story.

1. Create or confirm the sponsor in Sponsor Packages or List & Outreach.
2. Open Roll Call Meet and choose Sponsor meeting as the meeting type.
3. Enter the sponsor goal, target audience, and desired outcome such as demo booked, qualified lead, or partner intro.
4. Review the recommendations and suggested opener.
5. Book the meeting into a sponsor lounge, room, booth, or virtual slot.

• Sell this as measurable sponsor value, not just networking.
• Use tags like sponsor-lead, demo-requested, or renewal-opportunity for follow-up.

For Field, Roll Call Meet is less about social networking and more about operational meeting intelligence. A client recap meeting should connect what happened onsite to what the client should do next.

The activation record holds locations, shifts, leads, redemptions, supplies, kits, and ROI. Meet holds the meeting request, scheduled time, recap, next step, and client-facing outcome.

1. Open the activation and review ROI, lead capture, check-ins, and location performance.
2. Open Roll Call Meet and choose Client recap meeting.
3. Enter what the client cares about: sales lift, leads, sampling volume, ambassador performance, or next-market expansion.
4. Book the recap with the client stakeholder and internal owner.
5. Capture the outcome: approved, renewal opportunity, blocked, revision needed, or next activation.

• Use Meet before the recap to prepare the story, then after the recap to capture the decision.
• A strong recap should include wins, blockers, proof, and the next ask.

Automations are simple rules: when something happens, do one or more actions. They can support Events, Field, CRM, Growth, Finance, Teams, and platform operations.

The safest way to start is with templates. Test an automation before activating it, then check Run History to confirm that emails, tags, notifications, and logs are happening as expected.

1. Open Automations and review the recommended templates.
2. Choose a template such as New attendee registers, Ticket purchase, New lead captured, or Activation shift starts tomorrow.
3. Review the When and Do sections so you understand the trigger and actions.
4. Edit the message, tag, or notification details.
5. Save as draft, run a test, then activate it.

• Automate follow-up and reminders, but keep approvals for high-risk actions.
• For Meet, use automations to notify owners, send recaps, and tag contacts after outcomes are captured.

Hosted buyer meetings work best when the event has clear participant roles, sponsor or exhibitor goals, and defined meeting capacity. Roll Call Meet helps move from recommendations to scheduled meetings and final outcomes.

This can support trade shows, conferences, executive dinners, startup summits, and invite-only buyer programs.

1. Use tickets, registration, or List & Outreach fields to identify buyers, sellers, sponsors, and VIPs.
2. Collect meeting intent from the organizer or participant profile.
3. Generate hosted buyer recommendations and review relevance scores.
4. Request or approve meetings based on eligibility and capacity.
5. Book rooms, tables, booths, or zones.

• Hosted buyer programs should have fewer, better meetings rather than a noisy networking feed.
• Use ROI value carefully as an estimate until the real revenue is confirmed.

The Integrations Marketplace is available to every Roll Call account. The goal is not to block customers from connecting their stack. Instead, Roll Call includes a reasonable monthly amount of sync activity and meters usage when customers exceed that threshold.

A sync update is one external update such as a contact created, RSVP pushed, meeting updated, lead synced, CRM field updated, webhook delivered, or automation-triggered external action.

1. Open Events > Growth > Integrations.
2. Search or filter by category such as Automation, CRM, Email, Analytics, Calendar, Data, Communication, or Commerce.
3. Choose an available connector and enter the setup fields.
4. Save the connection or request access for native connectors that are not enabled yet.
5. Use the usage meter to see monthly included sync updates and remaining capacity.

• Start with Zapier, Webhooks, Google Sheets, and analytics connectors because they cover the widest customer needs quickly.
• Use native CRM and email connectors when customers need deeper field mapping and lifecycle reporting.
• Partner referral or revenue share depends on each vendor program and should be configured where allowed.

Event Space is the public hub for an organizer running multiple events. Each event card can lead to an individual landing page where people buy tickets, RSVP, view sponsors, join loyalty, or purchase products.

Traffic and analytics help you understand which templates, sources, and events are converting. This also prepares Roll Call for future ad network and sponsorship monetization.

1. Create the event and landing page first.
2. Open Event Space and choose a template that matches the brand.
3. Add brand colors, logo, header copy, rich text, and event cards.
4. Make sure each landing page links back to Event Space.
5. Add tickets, sponsors, vendors, or store items as needed.

• Event Space should feel like a media product, not a static directory.
• Use clear CTA buttons on every event card.

Activation Hub is the permissioned, mobile-first home for ambassadors and clients. It should explain the activation, show the right information to the right audience, and support the job before, during, and after the activation.

The operational record stays inside Field: locations, shifts, ambassadors, supplies, kits, leads, redemptions, and ROI. Hub is the presentation and access layer.

1. Create the activation and complete the brief.
2. Add every location, date, time, and onsite detail.
3. Build the Activation Hub with client branding and the right template.
4. Assign ambassadors to shifts and locations.
5. Assign supplies and kits so each shift knows what is needed.

• Do not make ambassadors hunt for information. Put the brief, schedule, location, task list, and proof requirements in one place.
• Use Meet for client recaps, vendor check-ins, and ambassador debriefs.

Event Space is a branded destination that lists multiple events. An event landing page is the conversion page for a specific event. Tickets are purchasable attendance options. RSVPs are registration records that may be free or paid.

Check-In tracks arrival. Replay Storefront sells or shares post-event content. Loyalty helps keep attendees engaged across events.

1. Use Event Space for discovery across events.
2. Use landing pages for conversion into a specific event.
3. Use check-in and replay to extend the event lifecycle.

• Use consistent terms in customer-facing copy.

An activation is a brand or field program. Activation Hub is the shared page for team, client, and job posting views. Ambassadors are field team members. Locations are where work happens. Shifts assign people to time and place.

Supplies are individual assets or consumables. Kits are grouped sets of supplies assigned to people or locations. ROI compares results to cost and goals.

1. Create the activation first.
2. Add locations and schedules.
3. Assign ambassadors, supplies, and kits.
4. Review results and ROI.

• A campaign can have many locations and shifts.

Owner access controls the account. Team seats are for ongoing collaborators. Client views are selected shared views for review and reporting. Day Pass is temporary Events access. Crew Access is temporary Field access. Mobile Crew Mode is the phone-first interface for temporary staff.

Use the narrowest access that lets the person do the job.

1. Use owner or team seats for ongoing app users.
2. Use client views for external review.
3. Use pass-based access for temporary crew.

• Pass-based access should be time-limited.

Checkout is the buyer payment flow. Payout is movement of eligible funds to the producer. A refund returns funds to a buyer and reduces payout balance. A dispute is a buyer challenge to a charge.

Sponsor packages and vendor packages sell participation or placement. Store orders are purchases of digital products, merchandise, experiences, or food and beverage.

1. Create items with clear buyer-facing details.
2. Publish checkout only after reviewing policy language.
3. Track orders and payouts in Finance.

• Clear refund language reduces disputes.

Visits measure page traffic. Conversion rate measures the percentage of visitors who complete a desired action. Source shows where traffic came from. Leads are captured contacts or prospects. Redemptions are completed offer or item claims.

Attendance compares registered or ticketed people to actual check-ins. Account health summarizes whether a customer is active, stuck, at risk, or growing.

1. Choose the metric that matches the goal.
2. Compare performance over time.
3. Use source and conversion data to improve campaigns.

• The best metric depends on the experience type.