Congratulations on joining zkipster! With your Enterprise subscription, you now have access to powerful tools to simplify your event management and enhance your guest experience.
This guide is designed to help account administrators quickly set up their zkipster account while learning best practices to get the most out of the platform. Whether you’re adding team members, customizing fields, or managing account settings, we’ve got you covered!
If you prefer learning via video, check out our comprehensive 30-minute webinar here. Let’s get started!
Your Account Setup Overview
In just a few easy steps, you’ll have your zkipster account up and running:
Adding Your Team to zkipster
Customizing Your Account
Security and Account Management
Each section includes quick tips, video tutorials, and links to deeper resources so you can confidently complete your account setup.
Estimated Setup Time: 1.5 hour
Step 1: Add Your Team to zkipster
Collaborating on events is easier when your entire team has access to zkipster. In this step, we’ll cover how to add users, assign permissions, and create and manage your event team effectively.
How to Add Users:
Your plan includes multiple Administrators- this user permission has full access to the account settings, user management, and all events. To add your team to zkipster, follow these steps:
Go to the Users & Teams section in your account settings.
Click Add User and fill out your team member’s information.
Assign them permission levels:
Admin: Best for users who will need full access to the account and all events
Event Creators: Best for team members who manage events.
No Access: Perfect for contributors or check-in staff who don’t need access to create events
Custom Permissions: You can create a custom user role and specify the permissions and access the users will have to the account and events
🎥 Watch This: How to Add Users to Your Account
📖Read This: User permissions available in zkipster
Managing Your Team:
You can easily manage your team’s permissions and event access using the Action menu in the Users & Teams section or within each user profile:
Update permissions to ensure everyone has the right access.
Deactivate users if someone needs to momentarily step back from managing events in zkipster
Assign team members to specific events for streamlined collaboration.
🎥 Watch This: How to assign users to an event
📖Read This: How to manage users in zkipster
Best Practices on Team Management:
✔ Set Event Permissions Strategically: Only give account and event access to those who need it to ensure account security.
✔ Regularly Review Permissions: Double-check user roles before major events to ensure correct access levels.
✔ Ensure your event information is secure: Create a unique user for each member of your team. If needed, you can purchase additional user seats via the Plans & Billing section of your account settings.
✔ Automatically assign your team to events: If you oversee many users, organize teams according to their function, role, or event type and set them up for automatic event assignment.
Step 2: Customize Your zkipster Account
Customizing your account ensures consistency across events, saving your team time and creating a more polished experience for your guests. Here’s what you can adjust in the Customization section of your account settings:
Default Guest Fields:
Guest fields store all your guest-related information. In this section, you can:
View default fields, such First Name, Last Name, and Total Guests, which cannot be deleted or renamed.
Add custom fields (e.g., Dietary Preferences, Guest Type) to fit your event needs. Custom fields created here are automatically applied to all your events, saving you time and ensuring consistency.
🎥 Watch This: How to Create Custom Guest Fields
📖Read This: Field formats available in zkipster
Best Practices:
✔ Add recurring custom fields (like “VIP Status”) here so that your team doesn’t need to create them for every event.
✔ Consistency is key — align your guest fields across events for cleaner reporting.
✔ When integrating zkipster with your CRM or another tool, utilize the account-level fields to establish custom fields for the guest data you intend to sync.
Your plan includes 10 custom fields to begin with. If you need to add additional fields at any point, you can purchase them from your account's Plans & Billing section.
Domain and Email Verification:
Take control of your event communications by whitelabeling your domain and email address(es). Verifying your sender domain ensures your messages:
Stay out of your guests’ spam folders.
Are consistent with your organization's branding.
There’s no limit to how many domains or email addresses you can verify on your account.
🎥 Watch This: How to Verify Domains and Email Addresses
📖Read This: Email Deliverability
Best Practices:
✔ Verify your domain before sending any email campaigns to avoid deliverability issues.
✔ Add multiple domains or email addresses if your events involve different brands or departments.
✔ Add a custom URL for consistency across your email campaigns and registration pages. Similar to the domain and email for email campaigns, there is no limit on the number of custom URLs.
✔ Use the Custom Account Campaign Templates to create personalized email campaigns and registration forms for all your events. This ensures consistency in your communications and significantly reduces the time your team spends on campaigns.
Step 3: Security & Account Management
In this final step, we’ll look at the remaining tools available to manage your subscription and account security.
Plans & Billing:
Here, you can manage your subscription details and make upgrades as your team or event needs grow. In this section, you can:
Update your billing details and contact for renewals.
Purchase:
Additional user seats.
SMS credits (for SMS or WhatsApp guest communications).
Extra custom fields.
API key for custom integrations
📖 Read This: How to Manage Plans and Billing
Security:
The security tab allows you to set up custom security policies, such as password complexity, login attempts, and MFA. You can also monitor and manage your account activity and revoke access from specific devices or users.
📖 Read This: Custom Security Policies and Device Activity
Single Sign-On (SSO):
SSO can be set up and activated in the Users & Team section. zkipster is compatible with any Identity Provider that supports SAML 2.0. You can configure SSO as an optional or enforced login method for all users in your account. User management and provisioning are also available through the open API.
📖 Read This: SCIM Configuration Guide
📖 Read This: Setting up SSO
Integrations:
Obtain access to the API key and documentation for custom integrations or connect your zkipster account to tools like Zapier. You can find your key in the API Access tab and link it to our API documentation.
📖 Read This: Integrations in zkipster
Data Export:
Use the Data Export section to create event reports across multiple events for advanced analytics and insights on event attendance, campaign performance, and seating.
📖 Read This: Account Level Reporting
Additional Tips and Next Steps
🎯 Get Ready to Host Amazing Events!
You’re now ready to dive into zkipster and start managing your events efficiently. Here are a few additional tips to ensure success:
✔ Schedule a Session with your CSM: Your Success Manager is here to help! Book your Onboarding session to review your setup and discuss goals and best practices for managing events and teams.
✔ Your team training: use our onboarding guides and webinars to train your team
✔ Explore the Help Center: Check out our Help Center for more detailed guides and troubleshooting tips.