VIP Exhibitor Portal

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Keywords: VIP Exhibitor Portal, Exhibitor Profile, Lead Scanning, Attendee Management, VIP Portal URL, Password Setup, Lead Reports

Document ID: touchpoint-support_certain_com_hc_en-us_articles_360050953253-VIP-Exhibitor-Portal

VIP Exhibitor Portal

The VIP Exhibitor Portal is the quickest and easiest way for exhibitors to view and edit their profile and lead scanning information.

Exhibitors can edit their exhibitor profile to include more details about their company/organization on the app.

Exhibitors can upload PDFs of company materials and/or other related links for the app.

Booth staff who will be scanning leads for their company during the event can use the VIP Exhibitor Portal.

Exhibitors can edit their lead scanning form to include custom questions/fields to be included for leads scanned by their booth staff.

Exhibitors can access a report of all leads scanned by their booth staff.

This article covers information about:

VIP Portal URL

To start, the event planner can access the VIP Portal URL from their event dashboard under App and Event Links.

The event planner can then share the URL to the VIP Portal with each booth's Exhibitor VIP Admin.

VIP Portal note: Each exhibitor record may have ONE Exhibitor VIP Admin who can access the Exhibitor VIP Portal. The Exhibitor VIP Admin will only be able to access the VIP Exhibitor Portal if they are registered as a VIP Administrator on an exhibitor record in Touchpoint with an email address.

When accessing the VIP Portal screen for the first time, the Exhibitor VIP Admin should click "create a password" at the bottom of the page.

This will take the administrator to a Password Setup page where they should enter their registered email address and then click Send Email.

The Exhibitor VIP Admin should check their email and click the link in the email from donotreply@certaintouchpoint.com, follow the directions to create their password, then return to the VIP Portal page and log in.

Editing your exhibitor profile on the VIP Portal

The Exhibitor VIP Admin can edit their exhibitor profile to include more details about their company/organization on the app.

Click "Edit" at the bottom of the page.

Optionally, upload a logo image and/or header banner image for the exhibitor profile by clicking Choose File under Logo or Header Image.

In the designated fields, edit the company/organization Name, add a Contact Name & Phone Number, and add Internet/Social details.

At the bottom of the page, type or copy and paste text for the Description.

Select "Update Profile" at the bottom to save and display this information in the app.

Uploading a file or related link on the VIP Portal

Exhibitor VIP Admins can upload PDF files and/or other related links to their exhibitor profile through the VIP Portal.

Click "Edit" at the bottom of the page.

Select "+ Add Related Link" at the bottom of the page, and enter a title for the button (e.g. “Company Whitepaper”).

Select the "File" option from the dropdown and "Choose File" to upload the PDF.

Select "Update Profile" at the bottom to save.

If uploading multiple documents, reorder them by dragging the "Order" button. You may replace a file with "replace attachment" or delete a file with "Delete".

Registering additional booth staff on the VIP Portal

If booth staff have not already registered for the event, Exhibitor VIP Admin can register additional booth staff through the Exhibitor VIP Portal so that they can access the app for lead retrieval.

Click "Manage Attendees" on the left side of the page in the Attendees section.

To add a new Exhibitor Attendee (booth staff who will be scanning leads), click "+ New".

At a minimum, add an Email, First Name, and Last Name for the Exhibitor Attendee. You can optionally add any other information you would like to be displayed on their Exhibitor Attendee profile on the app.

Click "Save & View" to save the Exhibitor Attendee and view their profile. Click "Save & New" if adding multiple Exhibitor Attendees to save the attendee and open a new form to add another one.

Editing your booth's custom lead scanning form on the VIP Portal

The Exhibitor VIP Admin can edit their booth's custom lead scanning form if needed. This allows the booth staff to fill in any custom fields of information to collect from leads when they scan their badge.

Select "Manage Custom Fields" next to Latest Scanned Leads on the bottom right of the page.

In the Edit Custom Fields pop-up window, add any custom fields of information to collect from leads. To add a new field, click "Add field." Add as many fields as you like.

Add a Field Label and select a Type: Text, Rating, or Choice.

A Text type field will allow the lead scanner to type a text response.

A Rating type field will allow the lead scanner to select a star rating response. Set the max number of stars in the Max field under Options.

A Choice type field will allow the lead scanner to select from multiple choices. Click Add Choice to add each of the multiple choice responses you want to offer. Add as many fields as you like. If you want the field to allow multiple choices to be selected, check Multiple Answers under Options.

You may reorder the choices by clicking and dragging the 4 arrows to the left of the choice field, and you may delete a choice by clicking the red X to the left of the choice field.

Click Save.

The updated fields appear in the lead scanning form.

Accessing your lead scanning report on the VIP Portal

Exhibitor VIP Admins can access a report of all leads scanned by their booth staff through the app.

The 3 most recently scanned leads by any assigned Exhibitor Attendees (booth staff) are listed in the bottom right of the page under Latest Scanned Leads. Click View All to see a list of all scanned leads in the browser or Download All to export a spreadsheet of all scanned leads.

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