Partners

Note: Set up your Partner Portal settings first before adding new partners.

Click here to learn more about Partner Portal Settings.

• Select your event from the left side menu go to Partner Hub > Partners.
• Click Add in the upper-right corner to add new Partners.

Type
Select the category your partner belongs to: Exhibitor, Sponsor, or Exhibitor and Sponsor. The related sponsor will be shown accrding to this selection on the Eventpack Event App is used for thie related event. If the Event App is not used you can select just Exhibitor and continue. 

Booth Number: Assigned booth number for the exhibitor. This will be displayed on the event app's Exhibitor Details page.

Sponsor Level: Indicates the sponsorship tier. This will be displayed on the event app's Partner Details page and Sponsors list.

Sponsor Level is a mandatory field if the partner is selected as Sponsor. Please make sure you create the Sponsor Level before creating the Partner in this case. 

Can add Registrations
Enable this feature to allow the partner to add registrations for the event. This lets them register booth members to the event directly via the Partner Portal so their team can attend the event.

After enabling this feature, additional settings will become available for you to configure:

Maximum Registrations: Set a limit on how many registrants the partner can add.

Ticket Type: Select the ticket type that the registrants will be assigned.

Note: Before selecting a ticket type, make sure you have created your ticket types. You can find it under the General menu > Ticket Type to create your first ticket type if it doesn’t exist yet. 

Click here to learn more about Ticket Types

Can use Lead Capture App
Enable to give the partner access to the Lead Capture app for collecting and managing leads during the event. Toggling this ON consumes 1 Lead Retrieval credit from your Subscription. 

After enabling this feature, additional settings will become available for you to configure and enable:

Max Lead Capture Users: Sets the maximum number of seats allowed to capture leads for this specific exhibitor/partner.

Can Export Leads: Enable to allow the partner to export collected leads through the Lead Capture app and partner portal.

Activate Gamification
When activated, attendees earn gamification points when their QR code is scanned by this partner as a lead in the Lead Capture App.

Leaderboard Points:  This are points earned by attendees. Attendees can earn points in two ways:

1. By checking-in to sessions
2. By having their QR codes scanned by exhibitors as a lead in the Lead Capture App

Click here to learn more about Gamification.

Add Partner Admin
Invite a team member from this partner to manage their team as an admin. The added admin will recieve an invitation email and will have an access to the Partner Portal and manage their booth from the portal.

Accessing and Managing Partners in the Partner Portal for Organizers

If you are an Organization Admin, you can access and manage partner data directly through the Partner Portal.

• Go to Partner Hub > Partners, then click the Portal button located on the right side of the partner you want to manage. The Partner Portal will open in a new tab, where you can oversee partners and their teams.

• To switch between partners, click the Switch Booth button in the upper-right corner.

• In the left-side menu, go to Profile Management > Details, then click Edit to update the partner’s profile information or upload their company logo.

 

• Go to Company Management > Teams to view and manage the partner’s team members. Here, you can:

  • View the total and remaining credits assigned to the partner (You can adjust the credit limits by editing the partner under Partner Hub > Partners)

  • Invite new team members using the Invite button in the right side corner

• From the three-dot menu under actions, you can edit or delete a member and send an invitation email. To modify a members privileges, select Edit Member.

Note: An event organizer or the team admin are the only one who can use this privilege.

• If a member has not completed their registration, the Event Organizer or Team Admin can complete it on their behalf. Click the three-dot menu next to the member and select Complete Registration, or click the Complete Registration button on their profile.

• Complete the Form fields that appear during registration of team members are tied to their ticket type's registration page fields.

If you want to add or edit form fields, you can find it under the General menu > Form Field. Click here to learn more about Form Fields.

• Once registration is completed, the member will automatically appear in the Guest List under General > Guest List.
• In the the left side menu, go to Company Management > Categories where you can select or update the category that best represents the partner’s company.

Click here to learn more about Partner Categories.

• If Lead Retrieval Management is enabled in Partner Portal Settings, the Engagement menu will be available. 

If you want to disable/enable this feature, go to Partner Hub > Partner Portal Settings. Click here to learn more about Partner Portal Settings.

• In the the left side menu, go to Engagement > Leads to view the leads captured using the Lead Capture App. Click here to learn how to access the Lead Capture App.

• Click Send Leads in the upper-right corner to export leads and send them to team members via email.

Note: Only admins can send and export leads.
To enable or disable this feature, go to Partner Hub > Partners, click the Edit button for the specific partner, then toggle Can Export Leads under the Can Use Lead Capture App settings.

• To export all leads captured during your event, click the Export Lead Reports button in the upper-right corner. You will receive an email containing a ZIP file with a separate CSV report for each partner.

• In the the left side menu, go to Engagement > Qualifiers to add or edit qualifier forms for lead capture.
• Click Add in the upper-right corner to add a form field.

Question Types:

Text: Use this for free text answers

Single Select: Use this when attendees choose one option from a dropdown

Multi Select: Use this when attendees can pick more than one option

Note: Team members can edit existing qualifier forms, but only admins can create new ones.

• Under the Event Info > Partner FAQ are the questions that are frequently ask by attendees. 

To add and edit Partner FAQ, go to Partner Hub > Partner FAQ. Click here to learn more about Partner FAQ.

 

How to export partners

• Click Export in the upper-right corner to export your partners list.

How to import partners

• Click Import in the upper-right corner to upload your guest list and sync your data. You can also download and fill out the sample CSV file to ensure a smooth import process. All columns have to be the same and in the same order as in the sample CSV to be able to import partners.