Using the Exhibitor Portal

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.

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Setup Page

The Setup page lets you customize your company profile information, edit current users, and add more users.

Adding a New User

To add a new user, use the Add User hyperlink above the user list:

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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.

Editing a User

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:

Changing a Role of a User to Admin

You can change the role of a user from Staff to Admin by clicking on the edit button under Role

And then choosing 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, which will allow them to access reports and orders.

Deleting a User

Primary users can only be deleted from the Exhibitor Portal Builder.

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.

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.

Here is an example of a customized QR code:

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.

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:

Extracting leads

While logged in as the primary user, go to the Leads Page, then click on the Extract Button on the top right.

You will then be prompted to choose between the following:
Submissions: Only data that have been captured.
All Event Data: Including submissions, event name, event date and event ID.

Once you click Continue, an excel sheet 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.

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).

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:

https://youtu.be/QUkYw6lMMi4

https://youtu.be/HPDv_D8P6xA

https://youtu.be/jkTzRN5Ugo8

End user quick start guide

Orders Page

Offers a list of services for purchase at your event, such as Additional Lead Capture Users, Renting Devices, etc.

Downloading Invoices

This page also 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.