Lead Capture Communication Template for Personal Login

How to complete the exhibitor communication template for personal login

A mail merge template can be found at the bottom of this article. This can be used to help distribute Capture details. Some fields will need to be populated from information in the CMS.

This template is used when exhibitor staff have been assigned to an exhibitor team in the CMS.

To find the Event Code for your event

Event codes are used to identify a specific event. This must be entered so exhibitors are accessing the correct event through the Capture app.

  1. Navigate to Dashboard from the Navigation Menu
  2. Navigate to the Project Information card and find your Event Code

To export personal login details from the CMS

Personal login details for Capture are exported through the standard profile export. These login details are also used for the event App, if applicable, and are unique to each profile in the CMS.

  1. Navigate to Profiles > Export Data & Reports from the Navigation Menu
  2. Navigate to Field Selection and ensure First Name, Last Name, Organisation, Login Credentials (e.g. Username & Password) are selected
  3. Click Export