Setting up Services for 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

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
3. 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.
4. Under the Name field, enter the name for the service
5. Under the Description field, enter the description for the service
6. Under the Color field, enter the hexadecimal color code for the service
   1. This color will be reflected in the Event App.
7. Toggle on the Product and/or Service checkbox depending on what they are considered

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 Products and Services 
3. Toggle on the checkbox if you want the service to appear on the Exhibitors page in the Mobile Event App
4. Toggle off the checkbox if you want the service to not be visible on the Exhibitors page in the Mobile Event App
5. 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 Exhibitors tab 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
3. 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
7. Select Submit

Headings in the Services Upload Template

How to Use Exhibitor Matchmaking as an Attendee

Attendees can start matchmaking as soon as they enter the Exhibitors tab.

1. From the Mobile Event App, navigate to Exhibitors > Exhibitors
2. A new pop-up will appear, select the interests that apply to you

Once the interests are selected, a new tab will appear called Recommended. This tab will show your matched exhibitor. Please note, exhibitors will only appear if the match is 50% or higher.

If you made a mistake or changed your mind on a particular interest you can update your preferences through the Recommended tab and select Update Interests.

How to View Matched Attendees as an Exhibitor

Exhibitors can view matches with attendees once they log into an exhibitor account and they are associated as a manager in the Event Dashboard.  If neither one of these conditions are met then they won’t be able to see the matchmaking percentage.

1. From the Mobile Event App, navigate to Attendees
   1. A percentage will appear on the top right corner of an Attendee’s card showing how closely their interests match with your exhibit.

As an exhibitor, you will have the option to sort the attendees by match percentage. Attendees will be sorted from most to least, top to bottom, based on their match percentage.

1. From the Attendees tab, navigate to Filters > Filter by Other 
2. Turn on the Matches toggle

We recommend exhibitors reach out to interested attendees. Not only is it a great way to break the ice with attendees, it is also a good way to gauge what products and services are viable.

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
3. Under the Report Type field, select Exhibitor Attendee Interest
4. Under the Name field, enter a name for your report
5. Under the Description field, enter a description for your report
6. 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.
7. Select Save Changes
8. In the Reports table, select the checkbox of your newly created report
9. Above the Reports table, select Actions > Generate Report
10. Select the Download Previous Report button next to the newly created report