Introduction

DMS (Event Data Sync Platform) delivers the right information, links, and tools to the right people at the right time — based on who they are.

What DMS Does

• Centralizes user data from spreadsheets, forms, and external tools
• Keeps data in sync automatically with external sources
• Personalizes content using visibility rules and variable substitution
• Removes the need to build custom portals for time-bound or role-based access

Key Features

Multi-Tenant Architecture

Each organization operates in complete isolation with their own users, content, and configuration.

User Synchronization

Import and sync users from Airtable, Google Sheets, and CSV files. Keep your DMS user list automatically updated as registrations change.

Smart Content Delivery

Create links, resources, and survey displays that automatically show or hide based on:

• User attributes (ticket type, company, status)
• Time windows (day-of-event content)
• User roles (admin-only resources)

Personalized Links

Use variables like {{email}} and {{first_name}} to create personalized URLs for each user.

Survey Integration

Receive responses from Qualtrics and other survey platforms, automatically match them to users, and display results with visibility rules.

Activity Tracking

Comprehensive logging of user actions for analytics, engagement tracking, and compliance.

Who It's For

• Event organizers managing attendee access to resources
• Conference planners distributing personalized links and surveys
• Community managers segmenting content by member attributes
• Training coordinators controlling access to course materials

Quick Start

Get up and running in minutes:

1. Install - Set up your development environment
2. Quick Start - Create your first content
3. Configuration - Customize your instance

Architecture Overview

External Sources          DMS Platform              Users
┌─────────────┐          ┌──────────────┐          ┌─────────┐
│  Airtable   │──sync───▶│              │          │         │
│  Sheets     │          │   Content    │◀────────▶│  Users  │
│  CSV        │          │   + Rules    │          │         │
└─────────────┘          └──────────────┘          └─────────┘
                                │
┌─────────────┐                 │
│  Qualtrics  │───webhook──────▶│
└─────────────┘

Tech Stack

Component	Technology
Backend	Node.js, Express
Hosting	Netlify Functions
Database	PostgreSQL (Neon)
Auth	JWT (Auth0 planned)

Documentation Sections

Section	Description
Getting Started	Installation and setup
Core Concepts	Fundamental concepts
Admin Guide	Managing DMS as an admin
API Reference	Complete API documentation
Developer Guide	Extending and customizing DMS

Current Status

Phase 1: Core platform (complete)

• Multi-tenant database
• User management
• Content and visibility rules
• Activity logging

Phase 2: Modules (in progress)

• Plugin architecture
• Airtable integration
• Google Sheets integration
• Qualtrics webhooks

Phase 3: Enterprise features (planned)

• Auth0 integration
• Advanced analytics
• Email notifications