How To Setup Capture When Using Eventbrite Integration (No Event App)

Create Exhibitors Page Type

Exhibitors need to be setup in the Core before they can use the Capture app to collect and manage their leads.

  1. Navigate to Content from the Navigation Menu
  2. Click Create a New Page from the right-hand options on the Configuration Panel
  3. Select Exhibitors from the list of page types
  4. Click Create
  5. Enter a Title for your exhibitor page type
  6. Click Save

Import Exhibitors using template

Exhibitors can be imported using a basic template. This makes uploading large amounts of exhibitors easier (see template below).

  1. Select Import Exhibitors from the right-hand options on the Configuration Panel
  2. Choose the file to upload
  3. Ensure all fields match
  4. Click Validate
  5. Click Import

Generate Capture access codes

Unique exhibitor access codes are required for exhibitors to login to the Capture app. Each exhibitor will need to be setup with a content page in the Core before these codes can be generated.

  1. Navigate to Lead Capture > Exhibitor Access Codes from the Navigation Panel
  2. Click Generate Blank Codes from the right-hand options on the Configuration Panel

Configure Reports

To enable exhibitors to export their lead data from the Capture app you need to configure the exhibitor export. This step is also required to confirm what profile data you wish to make available to exhibitors.

  1. Navigate to Lead Capture > Settings from the Navigation Menu
  2. Click the Export Fields tab
  3. Select the Standard and Custom Fields you wish to make available to exhibitors when they export data from the Capture app
  4. Navigate to Privacy Modifiers and ensure both Override Email Privacy and Override Contact Number Privacy are ticked
  5. Click Save

Enable the Capture registration form

The Capture registration form option must first be enabled before the form can be configured.

  1. Navigate to Lead Capture > Settings from the Navigation Panel
  2. Select the Exhibitor Registration Form tab
  3. Select Enabled from the drop-down
  4. Click Save
  5. Press F5 on your keyboard to refresh the page

Configure Capture registration form

A simple registration form will be created by default. This can be edited to capture the correct information. Navigate to Lead Capture > Settings from the Navigation Panel

  1. Select the Exhibitor Registration Form tab
  2. Click Edit Signup Form

Force profile type

Forcing one profile type will hide the option on the registration form. This will force the profile type to be assigned to all registrations created through this form.

  1. Navigate to the Type question
  2. Click the Pencil Icon
  3. Navigate to Item Options from the list
  4. Select Forced from the drop-down
  5. Navigate to Forced Selection
  6. Select the profile type you wish to force
  7. Click OK
  8. Click Save

Configure a Capture registration email

You will need to configure the Registration Confirmation Email to ensure exhibitors can access the Capture app if they logout.

Configure confirmation email

  1. Navigate to Project Configuration > Emails from the Navigation Menu
  2. Select the Registration Complete template
  3. Insert code as required (paste in suggested copy below or build your own with the available merge tags)
  4. Click Save

Suggested Copy:

<p>Your registration to Lead Retrieval has been successful.</p>

<p>If you logout of Lead Retrieval you will need the following login details to rejoin your team: </p>

<p><b>Event Code: {PROJECT-ACCESSCODE}</b></p>

<p><b>{AUTH-LINEONE-NAME}: {AUTH-LINEONE-VALUE}</b></p>

 

Upload email header

A branded email header will need to be uploaded to the Core. The email header image size is 600px x (100px - 400px). 

  1. Navigate to Project Configuration > Emails from the Navigation Menu
  2. Navigate to the Design tab
  3. Click Upload 
  4. Select an image to upload through the image importer
  5. Click Save

Communicate to exhibitors 

  1. Login details (word template below)
  2. How to manage Capture app options
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