Home Page
The home page includes all your pages in one place, in addition to a customizable canvas to the right. The canvas can be customized in the Exhibitor Portal Builder.
Setup Page
The Setup page lets you customize your company profile information, edit current users, and add more users.
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:
You will be prompted to enter the user's information and send an invitation:
Once a person is invited, they will receive an authentication code that they can login with on the Captello app and start capturing leads.
If the Show orders option is enabled for your exhibitor group in the Exhibitor Portal Builder, you will be able to buy additional user licenses if you need to add users beyond your license limit.
User Roles
There are three roles a user 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.
An admin user: has the same access as the primary user, except for replacing the primary user.
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.
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.
An admin user has the same permissions as a primary user.
To change the role of a user from staff to admin, click on the edit button besides their role, and select ‘Admin’
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.
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.
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.
Replacing the primary user will delete them from the portal. However, they can be added again as staff later.
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.
Editing a User’s Name and Phone Number
To edit a user, click on the edit button to the right of the user list:
You will be prompted to change the name and phone of the user:
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.
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.
To delete a user, click on the delete icon to the right of the user:
Or you can select the user and click the delete hyperlink (useful for deleting multiple users at once):
Capture Form Page
The capture form page shows your a preview of your capture form and allows you to edit it if the ‘allow editing capture form’ option is enabled inside the Exhibitor 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.
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.
Lead Capture QR Code
This section allows you to edit the web view QR code.
Customizing the QR Code
By clicking on ‘customize QR code’, customization options will appear.
Select the color and image and click ‘go' to apply the changes.
Note that you can only apply customization to the QR code 5 times.
Here is an example of a customized QR code:
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):
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.
Exhibitors can edit the email template if the Allow editing the follow up email option is enabled inside the Exhibitor Portal Builder.
To add a document, click on the Documents card, then click Add Document from the top right corner of the page:
Leads Page
Shows a list of leads captured by the portal's capture form and allows the primary user to extract them:
This tab only shows when the View leads inside portal option is enabled in the Exhibitor Portal Builder. It also can only be accessed by the Primary User.
Exporting leads
Exporting leads is done the web app, unless the organizer manually adds a permission for exhibitors to export leads from the mobile app.
While logged in as a primary or admin user, go to the Leads Page, then click on the 'Export' button on the top right.
You will then be prompted to choose between the following:
Submissions: This report includes data that have been captured.
All Event Data: including submissions, event name, event date and event ID.
Upon clicking ‘Continue’, a spreadsheet will start downloading.
Reports Page
Offers analytics and statistics for each exhibitor.
Event Analytics
Launches the event’s dashboard, showing the event’s data in an organized way.
This tab only shows when the Show event analytics option is enabled in the Exhibitor 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 it.
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).
This tab only shows when the Show event analytics option is enabled in the Exhibitor 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 it.
Training Page
Contains Frequently Asked Questions, contact number and contact email for our support team.
It also shows training material and videos that were added in the Exhibitor Portal Builder.
We offer a list of videos and a quick start guide to help training your staff:
Orders Page
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.
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 (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.
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.
Viewing Developer Kit Credentials
To view your dev-kit credentials, click on the ‘Details' hyperlink for your developer kit.
For more information about using a developer kit, please refer to Developer Kits (Exhibitor Portal).
