Exhibitor portal

Help your Exhibitors in increasing their ROI

The Exhibitor portal is an all-in-one tool that allows you to manage the exhibitors at your event whilst additionally giving them the ability to manage their own Exhibitor booth, Lead Generation and Exhibitor Crew.

Changes made in the Exhibitor portal are made in real-time to the mobile app.

Switch the feature on

Before you can use the Exhibitor portal, the feature must first be enabled. This can be done by completing the following steps:

1. Log-in to your Admin panel

2. Go to Settings ⇾ General Settings ⇾ Exhibitor portal

3. Ensure the checkbox is enabled, 'Enable portal'

4. Save changes

Exhibitor types

Note: only users with the tag 'Exhibitor Manager' can access the exhibitor portal. Users with the tag 'Exhibitor Crew' can not.

Exhibitor Manager

Exhibitor Manager -> the Exhibitor Manager is an Exhibitor who has access to the Exhibitor Portal. They can complete the following actions:

• Login to the Exhibitor Portal

• Manage their leadscanning team

• Edit the company profile details (connected to the company booth)

• Manage Lead Questions when lead scanning

• View lead statistics and export

• View attendees who have registered via the company's unique link

Exhibitor Crew

Exhibitor Crew -> An Exhibitor Crew member is a user that is connected to an Exhibitor booth, but does not have access to the Exhibitor Portal. However, the leads scanned by this user, will be included in the export of the lead overview that the Exhibitor Manager can make in the exhibitor portal. The Lead Exhibitor can add Exhibitor Crew members via the portal.

How to access the Exhibitor Portal

Depending on whether you are an Admin (Event manager) or Exhibitor, there are different ways in which you can access the Exhibitor portal. Please choose from the relevant option below:

Admin

Admin Access

As an Admin you can quickly access the Exhibitor Portal via the Admin Panel by completing the following steps:

1. Log into your Admin panel

2. Click on your name in the top right corner of the screen

3. Click on Go to the exhibitor portal

4. Success! You have now accessed the Exhibitor portal

Exhibitor

Lead Exhibitor access

1. Create a new company and a new user who will be connected to the company as an Exhibitor Manager (if not already created).
2. Connect a user to the company as an Exhibitor Manager (either via the company or the user profile).

3. Send the Exhibitor Manager an invite to the Exhibitor Portal using the Exhibitor Portal Invite email template.

4. The Exhibitor Manager will receive an invite including a personal link to the portal

5. The Exhibitor Manager will set up a new password and then can log into their portal.

How to use the portal

Once logged into the Exhibitor Portal, the Exhibitor Manager can directly manage their company portal.

Dashboard

The Dashboard provides a detailed overview of the Live activity being made at an event including; the number of Scanned leads, Questions created, Employees and the number of incomplete profiles of the employees. Additionally, It is possible to see statistics per employee on the number of leads they have scanned and the ability to manage their profiles.

Different Exhibitor Portal Features

Feature	Description
Home	Here, Exhibitor Managers can see an overview of their progress in terms of lead scanning, employees, incomplete profile, registrations, and session subscribers.
Connections & lead overview	Here, Exhibitor Managers can view all the scanned leads and made connections
Scan Management	Here, Exhibitor Managers can find an overview of scanned leads, add lead questions, or make an export of the leads scanned.
Appointment overview	Here, Exhibitor Managers can find an overview of made appointments, the mobile application can be used to book in appointments.
Company Profile	Here, Exhibitor Managers can edit the company profile in the app. They can add logo's, contact details, company tags and descriptions for their company booth in the app.
Team overview	Here, Exhibitor Managers can manage the employees connected to the company booth.
Files	Here, Exhibitor Managers can add files such as brochures or presentations that will be added to the company profile in the app.
Invitations	If you have enabled to share registration links with exhibitors, Exhibitor Managers can view here their unique registration links for the event and can share this with their network.

How to add extra menu tabs in exhibitor portal

Event managers want to share information with exhibitors in the Exhibitor Portal, but only a welcome text is possible. When the Exhibitor Portal is active, you can add new tabs by following these steps:

1. Open the admin panel.

2. Hover over Navigation and click on Navigation Settings.

3. Select Exhibitor Portal from the dropdown menu at the top.

4. Click on Add New Item, choose Pages, and select the file containing the additional information. Please note that this file must already be uploaded in the admin panel under Pages.

How to add Exhibitors as an Exhibitor Manager

As the Exhibitor Manager, you can manage the people in your team and add new members. To access this page from the Dashboard, go to 'Team overview'.

To add a new person to your team, you can complete the following steps:

1. Click + Add new

2. Complete their basic profile (at least first name, last name, and e-mail address)

3. Click 'Save'

4. Once added, the user will automatically receive an invitation to join the company

5. If selected, New Exhibitor Managers will automatically receive login access to the portal

Note: to add an Exhibitor Manager the box 'Allowed to manage company' needs to be ticked when adding a new user.

Exhibitor Portal Manual

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Exhibitor Portal Menu.pdf

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592KB

German Exhibitor Portal Menu.pdf

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780KB

Dutch Exhibitor Portal Menu.pdf

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