Add Your Booth Team Members in the ERC
The Team tab in the Exhibitor Resource Center is where more exhibitor admins and lead retrievers can be added. Aside from adding them, tickets can be purchased and assigned to them from here. Exhibitors can also purchase tickets for their guests from this menu.
Access Team in the ERC
After an exhibitor is added to the booth as a team member, an email will be sent with a Access the Resource Center button. When clicked, it will redirect to the ERC.
Add Exhibitor Admins and Lead Retrievers
In the ERC's Team tab, you can add new team members to your booth. Click Add People, choose their role, enter their name and email and click Add. Once added, the team member should receive an email to access the booth. Adding team members cannot be done through the attendee app.
Exhibitor Admins: will have access to set up & edit booth details and can also act as lead retrievers.
Lead Retrievers: act as company representatives for the attendees & are available to live chat from within the booth. They will not have access to update/change booth details.
Guest: is not a team member, but can possibly a guest you invite to the event. You'll need to assign a ticket to them for them to be able to access the event.
Company Representatives in the Booth
Exhibitor admins and lead retrievers will appear in the company representatives section of the booth. Their booth profile in the virtual event hub will have 3 buttons to allow attendees to connect, chat, and set a meeting appointment with them. In the app, attendees need to click the chat icon to open the chat thread, from there they will see the connect button.
Notes:
If you're looking at your own icons in the booth, they will be grayed out.
The icons in each booth team member will still be clickable even if the individual team member turns off the option to accept meetings and direct messages in their event profile. If those options are disabled, those will only reflect in the People tab profile and not inside the booth. If needs to be turned off for the booth, check the next part of this article.
Hide the Booth Profile Options
If you don't want team members to be booked for meetings or you don't want attendees to send them direct messages, these options can be turned off. From the ERC, click on the team member from the People section, and turn off the toggles to Allow to Schedule Meetings and Allow Direct Messages.
If the Allow to Schedule Meetings toggle is disabled, the calendar icon in their profile inside the booth will be hidden so attendees cannot send them a meeting request.
If the Allow Direct Messages toggle is disabled, the chat icon in their profile inside the booth will be hidden so attendees cannot send them private messages.
Contact Expo User
This feature is used together with Hosted Buyer. If the event is not using this feature, then you can ignore this.
In the team member's settings, you'll see a toggle for Contact Expo User. This user represents the booth team member who will select which people your company wants to meet with through the Hosted Buyer feature. There can only be 1 Contact Expo User per booth. If you enable the toggle for 1 team member and it's already enabled for another, it will be disabled for that other team member.
Purchase and Assign Tickets to Team Members
For some events, exhibitors may have tickets included in their package, these can be free or discounted tickets and they can be claimed directly in the ERC's Team tab. After claiming the tickets, these need to be assigned to team members. You can also purchase tickets for guests (non-team members) from here.
