Exhibitors
This article explains various actions that organizers can perform on exhibitor profiles on Admin Panel.
Organizer has the option of adding the exhibitor directly from Admin Panel → Management →Add New Exhibitor.
When organiser Adds New Exhibitor directly on Admin Panel, they will receive Exhibitor Password immediately as the organiser saves the Profile.
Filters: After applying any filter, whether standard or custom, it persists even when the page is refreshed, navigated to another page, or closed. The only action that clears the filters is clicking the "Clear Filters" button.
Assign Event Admin: In Admin Panel organizer has the option to assign event admins to Exhibitor profile.
Admin Setting: Each user can be assigned an event admin from the assign Admin Column on the exhibitor page.
Assigned Admin is one of the option available for filtering the data as well on Admin Panel
Event Admins can also be assigned using exhibitor import file for a bulk upload
How to add Exhibitor directly on the Admin Panel
Click on the Add Exhibitor button on the top left, the system will ask for details like Company Name, Exhibitor Login and Exhibitor Email address, all these are required fields to add an exhibitor to the platform
EP doesn’t support emoticons in exhibitor names
There are two sections here: Active Exhibitors and Pending Activation.
Active Exhibitor
This section lists all the exhibitors that have been approved to participate in the event, from here you can manage your exhibitor list. There are filters on the top of the page which will list the companies that are missing those specific details.
By clicking on the ‘add filter fields’ you can filter the exhibitor list based on the specific data for the current event. You can also look for the company by typing in the company name in the search tab
Pending Activation
Clicking on the Pending Activation option allows you to see the companies that have requested or enquired about the stand space.
Clicking on an individual company in this section allows you to view the company profile, requested stand space, stand type, preferred category, and other details. Notifications are sent to your email address each time a space request is made. Once you are satisfied with the exhibitor and wish to make them active, simply click the "approve" button at the bottom, moving them to the active exhibitors' list.
Approving the exhibitor will not auto-send them the Exhibitor Password email. Password email can be sent manually from the exhibitor edit page on AdminPanel
Export QR code
Organizers can export exhibitor/product QR code based on their category in pdf format.
Clicking on a specific exhibitor's name allows the organizer to edit information about that exhibitor, including details such as the logo, category, and purpose of their visit. Additionally, the organizer can manage Stand Space(Floor Plan), Team Members, can view Analytics related to that exhibitor, Exhibitor Level Settings, Registration Info, Security and Sponsorship
Badge Send Password
You can also send passwords to all exhibitors at once by clicking on Batch Send Passwords. This is mainly used when uploading exhibitors to the system through the API or Import.
While using Batch Send Password, You can choose who should receive the exhibitor emails: Contact person, Exhibitor or Both
The system generates a unique password for each user, don’t forget to add {LOGIN} and {PASSWORD} variables to the ‘exhibitor password’ email, so users will receive a proper email.
The system sends new passwords to all existing exhibitors which means old password for active users will also change. The system will remind you about that when you click on a particular button.
While importing the halls and stand numbers, the organizer would see them in the back end under Management →Exhibitors. However, organizers need to select the hall by themselves.
Actions
This section gives the organiser quick access to the below functionalities for that particular user
Send Agenda: The Organiser can send an agenda to this user by clicking on the Send Agenda button under Actions
Download Agenda: The organiser can download the agenda for the select user from the Action button
Meeting Wizard: This setting allows the organiser to schedule the meetings between the users from the admin panel by clicking on the meeting wizard option under the Action button on the extreme right of the screen. To read more Meeting Wizard
Steps to schedule Meetings using Meeting Wizard
When the Organiser clicks on Meeting Wizard he is redirected to the Meeting Wizard page from where he can schedule the meeting between the participants
The organiser can filter the profile based on Favourited and recommended profiles for the user.
Organisers can also use standard and custom filters to filter out the data on this page
Click on the 3-dot button on the profile of the user → Click on Setup Meeting → Select if you want to book a table meeting(if enabled for the user) or a regular meeting
Fill in all the meeting details and Schedule the meeting
These meetings are tagged as created by the Organiser and are already scheduled with confirmed status
Manage Meetings: From the Action button on the Participants List page, organizers can access all scheduled meetings, (Confirmed, Pending, Incoming, and Cancelled)for the user.
Customer Service: This setting under the Action button allows organizers to directly impersonate any user profile from the Exhibitor list page, eliminating the need to navigate to the user edit page on the admin panel first.
Lead Questions: This allows the organiser to manage the custom lead set for that particular exhibitor. To read more: Custom Lead Question: Admin Panel Set up