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Allow editing the follow up email: Allows the exhibitor group to edit the contents of the email template.
Max number of users to invite: Number of staff that the exhibitor can add (this includes the primary user). 0 means unlimited.
View leads inside portal: Allows the exhibitor group to view leads inside the portal.
Show web view: Allows the exhibitor to launch the capture form from any browser, without the need to download the Captello mobile app. When this setting is enabled, it allows exhibitors to customize the QR code for their capture form’s web view. For more information, refer to Customizing the QR Code (Using the Exhibitor Portal).
QR code template: Default web-view QR code template for the exhibitor group (which can still be customized by exhibitors inside their portal, for more information, refer to Using the Exhibitor Portal)
Show event analytics: Shows a tab (under a parent tab named “Reports”) inside the exhibitor portal that allows the exhibitor group to launch the event’s dashboard, showing the event’s data in an organized way.
Show question stats: Shows a tab (under Reports) that allows exhibitors to view statistics for every answered field in the capture form. It shows the percentage of each answer for all fields and the percentages for capture method (Manual Entry Vs. Scanning).
Show orders: Allows the exhibitor group to view a tab that contains the following:
An option to buy additional user licenses, in case the exhibitor runs out of licensed users.
A list of invoices from previous purchases. Once you have made a purchase, exhibitors will be able to see and download your invoice.
Auto Assign Services: Assign services to be added to the group by default, so they will not need to buy them. This can be useful for creating discounted bundles by including services for certain groups.
When this setting is enabled, it will show the ‘select services here’ hyperlink, from which you can select the services to add to this group by default.
Once you click 'select services here', you can add or remove services and their quantities.
Enable registration: Enables registration for the exhibitor group. This toggle only appears when registration is enabled from the Settings tab.
Registration cost: Registration cost for the exhibitor group.
Registration URL: A web registration URL unique to the group. For more information, refer to Exhibitor Portal Registration.
Enable read only attributes: Allows you to select fields from the company’s contact information to make them unmodifiable. These fields appear in the setup page inside the exhibitor portal.
When this option is enabled, a textbox will be shown. You can then select fields to make unmodifiable.
Agreement mode: Whether to show the terms of service to all users or just primary users.
Changing this option from none will give you the option to edit the terms of service.Exhibitor level: shows the terms of service to just the primary user, when launching the portal for the first time.
User level: shows the terms of service to all users, when launching the portal for the first time.
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The services tab only appears if enabled by Captello, and then enabled in App Setupyour Captello representative.
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Adding Services and Availability
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The availability settings for each group include the following:
- Price: The textbox beside the group dropdown is for the price.
- Date Range: Limit the purchasing of a service to a date range.
- Available: Determines conditions that have to be met for the service to be available, such as having other specific services, or not having specific services.
- Max quantity per exhibitor: Determine how many of the service a single exhibitor can buy.Group Services setting (across all groups):
- User default cost settings: Use the price setting above to set the price for services.
- Custom for all: Ignore the price setting above and set a universal price for the service across all groups.
Automatically Assigning a Service to the Cart for a Group
The portal allows you to add an item to be in the cart of an exhibitor group by default. This can be useful if you require the users to purchase a service (such as lead capture) after accessing the portal and before starting to exhibit.
The ‘Auto assign to cart' option allows you to select services to be added to the cart of a group.
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You can also set the price of the service in the cart, which can be way to add a discount.
To set the price of the assigned service, change the ‘Auto assign cost’ value.
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The 'Auto assign cost' value is for a quantity of one. When the quantity increases, the price increases. |
Changing Service Names and Descriptions
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