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Create Exhibitor Booths and Add Exhibitor Admins

Ariane Ramirez avatar
Written by Ariane Ramirez
Updated this week

Having exhibitor booths in your event is a great way for exhibitors to showcase their company, products and services. There are many interactive options that can be added to the booth which allows attendees to engage more. You can also give access to your exhibitors to customize their booth.

For virtual and hybrid events, attendees can access the booth in the virtual event hub and the attendee app. For in-person event, attendees can visit the booth in the attendee app.

In this article, you'll learn how to create the booth, customize the booth and add booth team members. You'll also learn how to customize the settings of the whole expo.

Create Exhibitor Booths and Booth Staff

Create an Exhibitor Booth

To create a booth, you'll need to add the booth name as the minimum requirement and you can go back later to edit the rest.

  • Go to Exhibitors & Sponsors

  • Click + Add Exhibitor

  • Enter the Booth Name


Customize the Booth Settings

The Settings Tab in the booth settings allows you to configure the main booth settings such as the booth size, how many team member can be added, and enabled or disable the features and more. This menu is available only for event admins. When you give access to exhibitors to edit their booth, they won't be able to adjust anything in this menu.

Basic Booth Information

  • Name - add the expo booth's name.

  • Location - add the expo booth's location. This field is only available for events with Hybrid or In-Person format. The location will show in the attendee app and the exhibitor's tab on the landing page accessed through a browser.

Booth Options

Lead Collection

  • Allow Reps To Manually Add Leads - allows booth representatives to add leads manually by clicking the + New Lead button from the Leads tab on the My Booth page.

  • Allow Reps To See Other Reps’ Leads - allows other booth representatives to see the leads that the other reps in their booth chatted with.

  • Allow Reps to Auto Generate Leads - allows leads to be captured automatically in the Leads tab when they send a message through the booth chat or chat directly with a representative. *This is recommended to remain on.

  • Show 'Download Lead' Button in My Booth - exhibitors can download the lead's list CSV from the Leads tab on the My Booth page.

  • Count Every Booth Visitor As A Lead - turn this on if you want all of the attendees who entered the booth to appear in the leads list on the My Booth page. *This is recommended to remain on.

Promotion

  • Booth Size - decide how much space your exhibitor booth will occupy on the expo page. You can choose between a small, medium, or large size booth.

  • Premium Tag - enabling this will add a yellow “Premium” banner at the top of the exhibitor booth. You can also customize the text and font color of the featured label through the Expo Settings.

  • Featured Exhibitor - enabling this will include the exhibitor booth at the Featured Exhibitor panel, which is at the top of the Expo.

  • Include in Expo Carousel - enabling this will show the carousel image added to the booth to the expo carousel placed above the expo chat area. Click here to learn more about the Expo Carousel.

  • Carousel Display Time (in Seconds) - set how long a carousel image will be featured in the expo carousel.

Manage Booth Interactivity

  • Enable chat in this Exhibitor Booth - enable this to allow attendees to send chat messages in the booth.

  • Enable polls in this Exhibitor Booth - enable this to allow exhibitors to add polls in the booth. Click here to learn more about Booth Polls.

  • Enable Exhibitor Q&A - enable this to add the Q&A section in the chat area.

    • Send Questions in Private Only - enable this if you want attendees to send their questions privately, not visible to other attendees, only to exhibitors.

  • Show Status Indicator - turn this on to show the booth status (away / available). If this is turned off, no status will show. *We recommend you turn this off if the booth is unmanned for the entire event.

  • Show the Exhibitor booth name - turn this off if you don't want the booth name to appear in the expo.

  • Generate QR code for this booth - enable this feature to generate a downloadable QR code. Attendees can scan this code using the QR scan feature in the Attendee app for faster access to the booth and detailed information.

  • Create Sponsor with same name - when selected, a sponsor with the same name will also be created. Click here to learn more about Sponsors.

  • Link to Site - add the website URL to your exhibitors' site. This will display in the “Documents and Link” section of their exhibitors' booth.

  • Select Currency - choose the currency that will be used in the Product tab

  • Category - Select a category for your booth. To create a category, click the Settings button on the Exhibitors & Sponsors page in your admin console.

Manage Tab

You can change the order of the tabs in your booth by clicking the drag icon before the tab label. You can also rename these tabs. If there is no content in the tab, then that tab will not appear in the booth.

  • Live - live stream using Pro Exhibitor or Zoom

  • Video - play a video through YouTube, Facebook, Wistia, or Vimeo

  • Company Details - the content of the booth

  • Offer - another option to add content

  • Products - products that can be sold in the booth


Design The Booth By Adding Content

The Design Tab is where you can add content to the booth, such as the description, logo, background image, files to be downloaded by attendees, videos, links and more. When you give access to exhibitors, they will be able to access these design options in My Booth in the virtual event hub.


Add Booth Team Members

The Team tab is where you can add exhibitor admins and lead retrievers. Exhibitor admins are your booth content editors, while your lead retrievers are mainly there to interact with attendees in the booth. You can also give them an event ticket through the Manage Attendee Access section. Once added to the booth, they will receive an email with a link to access the My Booth tab in the admin console, where they can customize the booth by adding content.


Other Expo Options

In the Settings button on top of the Exhibitors menu in the admin console, you'll see other options that will apply to all booths and the expo page.

When you click the Settings button on top, you'll see 2 tabs:

Settings: Expo Settings

  • Booth Categories - create a category for your booths. Once you select a category for your booth, the booth will appear in the dropdown in the Manage Category menu. You can also change the order of the categories and the booths inside a category.

  • Featured Label Customization - create a label for booths that you want to feature. There is a 25-character limit spaces, and special characters are allowed. The Label Color Picker selects the color of the text and does not change the color of the label background.

  • Booth Interactive Elements - control whether the chat, Q&A, and Polls feature will be included in the booths. You can also allow exhibitor to choose which features they want to use in the booth.

  • Exhibitor Background Image - the background image behind the booths that appears when the Expo tab is accessed

  • Expo Banner Image - the image that appears on top of the Expo tab

  • Stream Provider - choose whether to upload a recorded video or stream via RTMP

    • Direct Upload - when this is chosen, you'll see options to upload the video and start the broadcast

    • RTMP - when this is chosen, you'll see the option to copy the Stream Key and RTMP URL

    • Title - this will appear on the left side of the expo banner

    • Description - this will appear below the title

Settings: Booth Settings

  • All Exhibitors dropdown - allows you to customize which data from attendees will be collected for each booth (see list of fields below override per exhibitor, not that the data will be pulled from ticket holder fields).

  • Customer Exhibitor Email - edit the email that exhibitors receive when they are added to the booth

  • Enable Exhibitor Invite Email - if this is enabled, exhibitors will receive the exhibitor invite email when they are added to the booth.

  • Send All Exhibitor Invite Emails - click this button to send the exhibitor invite email to all exhibitors in bulk

  • Apply these settings to all exhibitors - this feature is in beta, for now, if you want to override the fields to be collected in the Leads list, override it from the All Exhibitors dropdown.


Import / Export Exhibitors

The Actions button on top will allow you to download a CSV file of your existing exhibitors or import exhibitors from existing events or import them through a CSV upload.

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