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Contents
Set up your personal profile
Find your booth
Set up your booth
Connect with attendees
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Keep in mind: |
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You’ll get early access to the site |
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to set up. But you can also use this guide to plan and gather content for your booth ahead of time |
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1. Set up your personal profile
Click the profile icon at the top of the page to edit your personal information. Each member of your organization will do this too. Later, you can connect everyone’s profile to your booth. We suggest:
Upload your Avatar.
Pick a photo you’d be happy to greet people with.
Set your availability.
People can schedule chats with you during this time. You can also add specific dates and times that you’ll be away. Don’t worry about timezones! It automatically adjusts to your local time. We also prevent double-booking by automatically blocking your calendar when you schedule sessions or meetings.
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Test your audio and video setup.
Click the link to go to the testing page. We recommend using Google Chrome. If you’re using a VPN, you may need to disconnect it during video calls and sessions.
1. Set up your personal profile
Click the profile icon at the top of the page to edit your personal information. Each member of your organization will do this too. Later, you can connect everyone’s profile to your booth.
Upload your Avatar
Pick a photo you’d be happy to greet people with.Set your availability
People can schedule chats with you during this time. You can also add specific dates and times that you’ll be away. Don’t worry about timezones! It automatically adjusts to your local time. We also prevent double-booking by automatically blocking your calendar when you schedule sessions or meetings.
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Make sure to turn on the Allow members to contact me option so people can message you and schedule chats. |
Test your audio and video setup
Click the link to go to the testing page. We recommend using Google Chrome. If you’re using a VPN, you may need to disconnect it during video calls and sessions.
2. Find your booth
Find the exhibitors area. (This could have a different name like “Expo Hall” or “Partners”)
Find your organization name. Click to enter the booth.
Click edit button to enter the booth editor.
[Screenshot of blank Expo hall]
[Screen shot of blank booth and edit button]
3. Set up your booth
Add content. You can build it however you want messaging
Don’t forget to click Save.
2. Plan your booth
Add content. You can build it however you want messaging
Wite an informative introduction and other messaging about your organization. Write personalized greetings for VIP visitors. Gather suggested images, videos and downloadable resources. Gather links to your social media accounts and online store products. Come up with polls and questions for visitors to answer.
3. Set up your booth
To locate your booth:
Find the exhibitor booth area in the navigation bar. It might have a custom name like Expo Hall or Partners.
Find your organization name among the list of exhibitors. This is your booth! Click to enter it.
Scroll down the page and click the Edit button to enter your booth editor.
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Within the editor, there are several tabs.
In general, to add and save content:
Click the Add button to add a piece of content to a tab.
In the pop-up window, fill in information text and upload files and images. Click Save Changes.
Rearrange content in a tab by clicking and dragging the 3 lines icon. Or click the Gear icon to edit it.
When you’re done making all changes in a tab, click Save Changes at the top of the page. Otherwise, your work will be lost.
Click View Page to see the changes in your booth.
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Information tab | Main info. Link to the detailed how-to.
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Rotators tab | Images and videos on top. Link to specs. Link to the detailed how-to. | ||
Members tab | Add members of your team to the booth so they can chat with visitors. Be sure to select Has Admin Rights if you want them to edit the booth and view analytics. Link to the detailed how-to | ||
Resources tab | Downloadable files or images. NOT links to other sites, not videos. Link to the detailed how-to | ||
Questions tab | Polls or Qs you want to add to page.
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Metadata tab | Contact info and social media links. Link to the detailed how-to | ||
Sessions tab | Need info. Which sessions are linked - sponsored and speaking? - And do they connect them or is it automatic. Higher-tiered partners are given their own dedicated session to speak about their product or service. Link to the detailed how-to | ||
Products tab | Add products that link out to your online store. Need to confirm info. Link to the detailed how-to | ||
Greetings tab | Personalized greetings to target leads they can find in the analytics. Have one generic greeting and can click Add Member to give them each their own greeting. Link to the detailed how-to |
4. Use analytics
Analytics tab
Only admins have access. See what interests visitors have, who your top visitors are. Download information about unique users and actions they took at your booth. Link to the detailed how-to, and detailed analytics doc (do we have one?)
4. Connect with attendees
Booth visitors can set up time to chat.
Talk now button
Talk now takes you right into breakout room
Schedule button
When attendees schedule time with you, you get an email notification, a notification on the site, and it will be added to your schedule on the site.
You can invite others too once it’s scheduled-example, like other members of your team who you think should join
You'll find it in your schedule section
You can reach out to
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attendees directly.
How to find the directory and direct messaging
Best practices for why and how to connect. How analytics can be used for leads/connections?
Suggestions for setting up your booth to increase connection
Greetings
Other?
Advertisement/sponsor opportunities? Does that belong here?
Analytics