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.
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
An admin user has the same permissions as a primary user.
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.
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.
Deleting a User
Primary users can only be deleted from the Exhibitor Portal Builder.
This will completely delete the exhibitor portal, along with users that had been invited to it.
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.
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.
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
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.
