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Depending on the organizer’s setup, some company information fields can be unmodifiable. This is controlled by the ‘enable read only attributes’ setting in the exhibitor portal builder.
Adding a New User
To add a new user, use the Add User hyperlink above the user list:
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Once a person is invited, they will receive an authentication code that they can login with on the Captello app and start capturing leads.
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If the Show orders option is enabled for your exhibitor group in the Exhibitor Portal Builder, you will Depending on the event organizer’s setup, you may be able to buy additional user licenses if you need to add users beyond your license limit. |
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A primary user: has access to the web-app portal as well as the mobile app. They can add staff to the portal. They can also promote staff to admins, or even replace themselves as a primary user.
An admin A staff user: has the same access as the primary user, except for replacing the primary user.This is the default role for all invited users. A staff user : only has access to the mobile app. They do not have credentials to login to the web-app, and can only access the Captello app using their email and authentication code.
An admin user: is a promoted staff user. An admin has the same access as the primary user, except for being able to replace the primary user.
Changing a Role of a User to Admin
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If you set up an email template and uploaded documents then booth staff can select documents from their list of uploaded material. Documents will be sent electronically to the attendees email address after the lead is captured.
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Exhibitors can edit the email template if the Allow editing the follow up email option is enabled inside the Exhibitor Portal BuilderDepending on the event organizer setup, you may be able to edit the follow-up email template. |
To add a document, click on the Documents card, then click Add Document from the top right corner of the page:
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Shows a list of leads captured by the portal's capture form and allows the primary user to extract them:
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This tab only shows
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if it is enabled for your exhibitor group by the event organizer.
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Exporting leads
Exporting leads is done through the web app, unless the organizer manually adds a permission for exhibitors to export leads from the mobile app.
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Launches the event’s dashboard, showing the event’s data in an organized way.
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This tab only shows when if the Show event analytics option is enabled in theExhibitor Portal Builder. It can only be accessed by Primary and Admin users.Note: While Staff users can see analytics on the mobile app, they will not be able to access itorganizer has enabled it for your exhibitor group. |
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Question Stats
Statistics for every answered field in the capture form. It shows the percentage of each answer for all fields and the percentages for the capture method (Manual Entry vs. Scanning).
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This tab only shows when if the Show event analytics option is enabled in theExhibitor Portal Builder. It can only be accessed by Primary and Admin users.Note: While Staff users can see analytics on the mobile app, they will not be able to access itorganizer has enabled it for your exhibitor group. |
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Training Page
Contains Frequently Asked Questions, contact number and contact email for our support team.
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