Each exhibitor has one Exhibitor VIP Admin who uses the VIP Portal, and any number of booth staff who scan leads in the app. In the portal, the admin can:

• Edit their exhibitor profile in the app
• Upload PDFs and add related links
• Register booth staff who will scan leads
• Add custom questions to their lead form
• View and download their leads

Who can log in

• Exhibitor VIP Admin (VIP Portal). One person per exhibitor. You set their name and email on the exhibitor record: open the exhibitor, click Edit, and under Settings > VIP Portal, enter their name in VIP Name and their email address in VIP Email. They log in to the VIP Portal with that VIP Email. They don't need to be added as an attendee first.
• Booth staff (lead scanning in the app). Staff log in to the app like any attendee. To scan leads, they must be added to the exhibitor as exhibitor attendees, and Lead Capture must be in your app menu.

Find the VIP Portal address

Event planners find the VIP Portal address on the event dashboard under App & Event Links > VIP Portal. Share it with each exhibitor's VIP Admin.

First login

1. On the VIP Portal login page, click create a password at the bottom.
   
2. Enter the registered email and click Send Email.
   
3. Open the email from donotreply@certaintouchpoint.com. Follow the link to create a password, or use the one-time password in the email, which expires after 15 minutes. Then come back and log in.

Edit the exhibitor profile

1. Click Edit at the bottom of the page.
   
2. To add a logo or header banner, click Choose File under Logo or Header Image.
   
3. Edit the company name, contact name and phone, and website and social details.
   
4. Type or paste the company Description at the bottom.
   
5. Click Update Profile.

Upload a file or related link

This needs Allow Exhibitor Related Links turned on for your event (Features/Menu > Showcase).

1. Click Edit at the bottom of the page.
2. Click + Add Related Link and enter a button title (for example, "Company Whitepaper").
   
3. Choose File from the list, then Choose File to upload your PDF.
   
4. Click Update Profile.

To change the order of several files, drag the Order handle. Use replace attachment to swap a file or Delete to remove it.

Register booth staff

If booth staff aren't registered yet, the VIP Admin can add them so they can scan leads in the app. This needs Allow Exhibitor Attendees and Allow Exhibitors to Manage Attendees in VIP Portal turned on for your event (Features/Menu > Showcase).

1. Click Manage Attendees in the Attendees section on the left.
   
2. Click + New.
   
3. Enter at least a login email, first name and last name. Other details are optional and show on their profile in the app.
   
4. Click Save & View, or Save & New to add another person.

Add custom questions to the lead form

1. Click Manage Custom Fields next to Latest Scanned Leads, bottom right.
   
2. Click Add field for each question.
   
3. Add a Field Label and choose a Type:
   

• Text: staff type an answer.
• Rating: staff pick a star rating. Set the most stars in Max.
  
• Choice: staff pick from a list. Click Add Choice for each answer, and check Multiple Answers to allow more than one.
  

4. Drag the arrows to reorder choices, or click the red X to delete one.
   
5. Click Save.

View and download leads

The 3 most recent leads show under Latest Scanned Leads. Click View All to see every lead, or Download All for a spreadsheet.

FAQ

Can more than one person use the Exhibitor VIP Portal?

No, only the Exhibitor VIP Admin. But any number of booth staff can scan leads in the app.

An exhibitor can't get a password.

Look for an email from donotreply@certaintouchpoint.com with the subject "[your app name] Password instructions," and check spam. If it's not there, check that the email they entered exactly matches the VIP Email on the exhibitor record, then request it again.

How do I see which exhibitors have logged in?

On the event dashboard, open Event Reports > VIP Portal Reports. The VIP Portal Viewers Report shows each person's name, email, type and when they were last active, and you can download it to Excel.

The VIP Portal isn't turned on for my event.

It's an add-on. See Which Touchpoint features need to be turned on by Certain?

Next step: If an exhibitor still can't get in, contact Certain Support with the exhibitor name and the person's email.