I'm an Event Administrator, how can I set up Exhibitor Matchmaking in the Event App

Please note that use of this feature requires the Advanced Networking Event Power-Up.

When it comes to matchmaking, attendees can do more than just matching with each other in the mobile app. Attendees can also match with exhibitors based on their interests. When attendees visit the Exhibitors tab in their mobile event app, they can match with exhibitors based on their preferences.

Enabling Exhibitor Matchmaking from the Event Dashboard

Before attendees and exhibitors can make use of this feature, the event organizers need to enable this from the Event Dashboard.

  1. From the Event Dashboard, navigate to Exhibitors > Settings
  2. Scroll down to General Settings and toggle off the Allow Event App Matchmaking Popup checkbox
  3. Select Save Changes

Setting Up Products and Services for Exhibitor Matchmaking from the Event Dashboard

Matchmaking is based on the Products and Services associated with an exhibitor. Without them, attendees won't be able to select their interests. It is necessary to create these Products and Services. You can manually assign them or Exhibitors can assign it to themselves in their exhibitor portal.

  1. From the Event Dashboard, navigate to Exhibitors > Services
  2. Above the Services table, select Create

  1. Under the Industry field, select the industry the service belongs to
    1. For more information on industries, please review our Setting up Industries for Exhibitors article.
  2. Under the Name field, enter the name for the service
  3. Under the Description field, enter the description for the service
  4. Under the Color field, enter the hexadecimal color code for the service
    1. This color will be reflected in the Event App.
  5. Toggle on the Product and/or Service checkbox depending on what they are considered
  6. Select Save Changes

By default, exhibitors possess the option to toggle the visibility of their services.

  1. From the Exhibitor Portal, navigate to Profile 
  2. Scroll down to Services 
  3. If your event is using Industries, you can use the Filter by industry field to view certain industries
  4. Toggle on the checkbox if you want the service to appear on the Exhibitors page in the Mobile Event App
  5. Toggle off the checkbox if you want the service to not be visible on the Exhibitors page in the Mobile Event App
  6. Select Save Changes

Event organizers can disable this feature from the Event Dashboard.

  1. From the Event Dashboard navigate to Portals > Exhibitor > Exhibitor Portal
  2. Scroll down to Products/Services Settings
  3. Toggle on the Hide Products/Services Section checkbox to hide products and services in the Exhibitor Portal
  4. Toggle on the Lock Products/Services Editing checkbox to make products and services visible but uneditable
  5. Select Save Changes

Please note this is not to be confused with the Products page in the Event Dashboard which is what exhibitors purchase during registration.

Bulk Uploading Products and Services

Multiple Products and Services can be uploaded simultaneously into the Event Dashboard.

  1. From the Event Dashboard, navigate to Exhibitors > Services
  2. Above the Services table, select the upload button

  1. Select Download Template

The Services Upload template will now be downloaded onto your device.

  1. Open the Services Upload template file
  2. Fill out the information outlined in the Headings in the Services Upload Template step below
  3. Save the document as a CSV file
  4. From the Event Dashboard, navigate to Exhibitors > Services
  5. Above the Services table, select the upload button
  6. Select the Drag and drop some files here, or click to select files button to upload your template

  1. Select Submit

Headings in the Services Upload Template

name Enter the name of the service under this column.
description Enter the description of the service under this column.
color Enter a hex value under this column to associate a color with the service. Colors are visible in PheedLoop Go! under the exhibitor’s name.
is_product Enter TRUE to toggle on the Product checkbox. Enter FALSE or leave blank to toggle off this checkbox.
is_service Enter TRUE to toggle on the Service checkbox. Enter FALSE or leave blank to toggle off this checkbox.

Downloading the Exhibitor Attendee Interest report

As an Event Organizer, you will be able to generate a report outlining the interests chosen by your attendees.

  1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
  2. Above the Reports table, select Actions > Create

  1. Under the Report Type field, select Exhibitor Attendee Interest
  2. Under the Name field, enter a name for your report
  3. Under the Description field, enter a description for your report
  4. Under the FIelds field, select the fields to be included in the report
    1. We recommend using Product & Services, Attendee - Full Name, Attendee - Email, among your other chosen fields.
  5. Select Save Changes

  1. In the Reports table, select the checkbox of your newly created report
  2. Above the Reports table, select Actions > Generate Report

  1. Select the Download Previous Report button next to the newly created report

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