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 SettingsExhibitor portal

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

  4. Save changes

Exhibitor types

Exhibitor Manager

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

  • Login to the Exhibitor Portal

  • Manage their lead scanning 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

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 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

How to use the Exhibitor Portal

Once logged into the Exhibitor Portal, the Exhibitor Manager can directly manage their company's page in the portal.

Dashboard

The Dashboard provides a detailed overview of the live activity being made during 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 (Dashboard)

This dashboard shows an overview of their progress in terms of lead scanning, lead questions, employees, incomplete profiles and registrations. It also gives a short explanation of the features in the Exhibitor Portal.

Connections & lead overview

Here, Exhibitor Managers can view all the leads (scanned leads, automatic matches, etc.). An export can also be made on this page.

Scan Management

Here, Exhibitor Managers can find an overview of scanned leads and make an export of these. You can also create lead questions. A lead question will appear on your screen after you as an exhibitor have scanned a lead badge. You can create a (set of) custom lead question(s) in the Exhibitor Portal and fill in the answers in the app during or immediately after a conversation with a lead. This way, you can collect consistent and relevant data about your leads.

Appointment overview

This page includes an overview of appointments that have been made with your company’s booth or exhibitors. The app can be used to book appointments. This overview can be exported.

Company Profile

Here, Exhibitor Managers can edit the company’s profile that’s shown in the app. Company name, logo, description, contact information and social media links can be modified.

Team overview

This overview gives you an overview of the employees connected to your company's booth and the option to edit them. This overview can be exported as well.

Files

Files, video's and photo's can be added here. They will show in the company’s profile in the app so users are able to download/view these.

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.

* Floorplan

With this setting enabled, Exhibitor Managers can select an available booth from the floorplan before the event starts, to choose their spot at the event. The admin can set availability times in the company’s profile in the admin panel. The system automatically notifies exhibitors as they can select a booth from the floorplan. The yellow booth shows the booth you have selected, the green booths show the booths that are still available for you to choose or change to.

* Side events

Exhibitor Managers can create sub-events directly through the Exhibitor Portal if there are any interesting activities happening at your booth at certain times. The created events will be shown on the company page in the app. The admin can enable or disable this feature and limit the number of sub-events each exhibitor can create for the company. The full list of side events can be exported.

**Content requests

As an organizer, you can request content from Exhibitor Managers through the Exhibitor Portal, for example by asking them to upload a banner.

* The features called ‘Exhibitors can select their own booth’ & 'Enable sub-events for exhibitors', can be enabled or disabled using the General Settings in the Admin Panel under the 'Exhibitor Portal' section.

** Content requests can be created through the admin panel by clicking on 'Content' → 'Companies' → 'Content requests'. Fill in the required information as needed, then save the changes.

How to add exhibitors and the Exhibitor Manager

In the Exhibitor Portal under ‘Team overview’, the admin (and later the Exhibitor Manager) can add new exhibitors to the Exhibitor Crew and select the Exhibitor Manager.

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

  1. Click ‘+ Add new’

  2. Complete their profile with at least their first name, last name and email address

  3. If you want this member to be Exhibitor Manager, switch on the toggle button ‘Allowed to manage company’

  4. Click ‘Save’

  5. They are now a member of your Exhibitor Crew and the user will automatically receive an invitation to join the company page. In case of an Exhibitor Manager, this user will automatically receive login access to the portal

How to add extra menu tabs in the Exhibitor Portal

When Event Managers want to share information with exhibitors in the Exhibitor Portal, it is only possible to send a welcome text by default. However, when the Exhibitor Portal is active, you can add new pages to the portal with additional information. To create an extra page, follow these steps in the admin panel:

  1. Go to Content > Pages

  2. Click ‘+ New page’ and add all the information you would like to share with exhibitors

  3. Click ‘Save changes'

To add this new page to the Exhibitor Portal, follow the next steps in the admin panel:

  1. Hover over Navigation > Navigation Settings

  2. Select Exhibitor Portal from the menu at the top

  3. Click on ‘Add New Item’

  4. Under ‘ Set link related page’ choose Pages, and select the correct page

  5. Click ‘Save changes'

Exhibitor Portal Manual

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