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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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User
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Roles
There are three roles a user , click on the edit button to the right of the user list:
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You will be prompted to change the name and phone of the user:
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can have. They are primary, admin and staff.
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.
A staff 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
Depending on the permissions given by the event organizer, exhibitors may be able to promote staff users to admins.
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An admin user has the same permissions as a primary user. |
You can To change the role of a user from Staff to Admin by clicking staff to admin, click on the edit button under Role
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And then choosing Admin.
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besides their role, and select ‘Admin’
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When a user is set to admin, they will receive an email to reset their password, and a link to login to the portal’s web app, which will allow them to access reports and orders-app.
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To change an email address a user has to be deleted and re-added (refer to deleting users below). Note: You can only change the contact email address of the primary contact from the primary contact information on the left hand side, which will not change the registered email address. |
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Deleting a User
Primary users can only be deleted from the Exhibitor Portal Builder.
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Depending on the event organizer’s setup, some fields on the company profile can be read-only.
Changing the Primary User
Depending on the permissions given by the event organizer, exhibitors may be able to change primary users inside portals.
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Replacing the primary user will turn the old primary user into an admin user. |
There can only be one primary user per portal. To change the primary user, the desired replacement must be an admin.
Once the desired replacement is an admin, click on the edit icon besides their role and change it to Primary.
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Editing a User’s Name and Phone Number
To edit a user, click on the edit button to the right of the user list:
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You will be prompted to change the name and phone of the user:
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Editing a User’s Email
A user’s email cannot be changed using the edit button, however, it can be changed by removing and re-adding the user. To remove/change a primary user, refer to 'Changing the Primary User' below
Lead Capture License
All users in the portal will be consuming a lead capture license by default. However, it can be disabled for the primary user and admin users if they do not need it, by disabling the ‘Lead Capture’ checkbox.
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Staff members will always have the checkbox turned on, unless they are promoted.
Deleting a User
Primary users can be deleted by assigning another admin to be the primary user.
Other users can be deleted using the delete icon.
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The capture form page shows your a preview of your capture form and allows . It can also allow you to edit it the capture form if the ‘allow editing capture form’ option is enabled inside theExhibitor Portal Builder.
If you have the permission 'show web view' turned on, it will also allow you to customize the web view QR code for up to 5 times.
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event organizer gives editing permission to your exhibitor group.
Depending on the capture form template used, the exhibitors may only be allowed to edit a specific part of the form, and may not be able to add/remove elements.
View Form
The ‘view form’ section shows you a preview of the capture form and allows you to edit it if you have permission to edit it.
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Lead Capture QR Code
This section only appears if the event organizer has enabled it for your exhibitor group.
This section allows you to edit the web view QR code.
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Here is an example of a customized QR code:
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Note that in our example, the default QR code had a template applied that contains the top right, top left, and bottom left red shapes. These shapes cannot be customized as they are part of the applied template, and do not affect the QR code link.
Follow Up Page
Shows your e-mail template and documents (used if your form includes a document request button):
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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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Documents can be of any file type.
The maximum file size to upload is 20MB.
Leads Page
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 permission for exhibitors to export leads from the mobile app.
While logged in as the a primary or admin user, go to the Leads Page, then click on the Extract Button 'Export' button on the top right.
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You will then be prompted to choose between the following:
Submissions: Only This report includes data that have been captured.
All Event Data: Including including submissions, event name, event date and event ID.
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Once you click Continue, an excel sheet Upon clicking ‘Continue’, a spreadsheet will start downloading.
Reports Page
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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
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if the
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event
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organizer 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
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if the
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event
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organizer 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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Orders Page
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New Order
The ‘New Order’ page offers a list of services for purchase at your event, such as Additional Lead Capture Users, Renting Devices, etc.
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Depending on the portal’s settings, some services may require other services to be added to cart for the transaction to proceed. Trying to proceed to checkout while a service that does not meet the requirement is in the cart will result in the following error, preventing the registrant from proceeding.  |
Downloading Invoices
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(Order History)
The ‘Order History’ page includes a list of invoices from previous purchases. Once an exhibitor has made a purchase they will be able to see and download their invoice.
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.
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My Services Page
The ‘My Services' shows a list of services you have purchased. It also allows you to view your developer kit credentials, if you have the developer kit service.
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Viewing Developer Kit Credentials
To view your dev-kit credentials, click on the ‘Details' hyperlink for your developer kit.
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For more information about using a developer kit, please refer to Developer Kits (Exhibitor Portal).
Setting Up the Custom Domain Email Service
From the ‘My Services’ page, click on the details of your ‘Custom Domain Email’ service.
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In the ‘Configure Domain’ section, enter your domain, custom DKIM selector (a custom identifier for when your domain is authenticated to send from multiple different instances).
In the ‘Configure Sender’ setting, enter your sender details.
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Once you click ‘Save’, refresh the page. You will then be presented with CNAME records to authenticate by your domain admin.
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Once the CNAME records are verified on your domain’s end, click the ‘Verify’ button.