Fulfill Exhibitor Add-Ons
Grant exhibitors the freedom to automatically fulfill purchased add-ons, including video & digital content (products, press releases, & show specials), in the Portal if your event package includes the Enhanced Digital Content Sales add-on.
Please Note: Add-on fulfillment only syncs after an exhibitor user logs into the portal.
This article covers the following:
EDC Add-On Setup
To complete this process, the GA to EP integration must be set up before certain fields are enabled.
Navigate to the Admin Panel in your Event Portal and complete the following steps:
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Pre-Requisite: Complete the add-on setup workflow in GA before continuing to Step 1.
- Click Site Building Tools.
- Click Forms Manager.
- Click Categories.
- Click Create Category.
- Select the form type Digital Listing, then on the Category Details page, enter a Category Name based on the add-on being associated.
- Before continuing, click Save to reload the Category Details page and display the Enable Organization Limits and Associate Add-On fields. These fields only become visible after new forms are Saved.
- Select the Enable Organization Limits checkbox.
- Scroll down to the Associated Add-On field, then select the desired add-on from the dropdown.
- Finish building the form by adding the desired fields to the Field Editor section, then when finished, click Save.
After creating your category form, manage exhibitor allotment values from the Organizations Manager in the admin panel by completing the following steps:
- Navigate to Site Building Tools > Organizations Manager.
- From the Details table, select the Enable checkbox for your newly created add-on category column.
- Populate the allotted number for each exhibitor level. (Note: Enter 0 for each upgrade level if the add-on is not included with the upgrade purchase but must be purchased separately instead.)
- Click Save.
In addition to creating new add-on categories, add-ons can also be associated with an existing category. For example, if you have a category for ‘Products’ and an add-on option to buy additional products, you can associate that add-on with the existing ‘Products’ category. This means that if an exhibitor purchases additional products, their allowed amount increases depending on the total number purchased.
Video Add-On Setup
Setup for your video add-ons in your Events Community/event portal is similar to EDC add-on setup; however, the process is performed using a different tool of the admin panel.
Prior to continuing this process, first, confirm that you've set up the add-on in Global Admin. After confirming your video add-on categories and options are all created, navigate to the Admin Panel in your Events Community/event portal and complete the following steps:
- Navigate Site Building Tools > Video Manager
- From the Categories section, click Create New Category.
- Enter a Category Name based on the add-on being associated.
- Before continuing, click Save to reload the Category Details page.
- After reloading, select the Enable Organization Limits checkbox that now appears on the settings list.
- Scroll down to the Associated Add-On field, then select the desired add-on from the dropdown.
- Click Save.
After your video category form is created, manage the allotted number available to your exhibitors from the Organizations Manager of your admin panel by completing the following steps:
- Navigate to Site Building Tools > Organizations Manager.
- From the Details table, select the Enable checkbox for your newly created add-on category column.
- Populate the allotted number for each exhibitor level. (Note: Enter 0 for each upgrade level if the add-on is not included with the upgrade purchase but must be purchased separately instead.)
- Click Save.
Similar to the EDC add-on setup, video add-ons can also be associated with an existing video category.
After completing the add-on setup process, when an exhibitor purchases the add-on, the number allowed increases for the associated category. The allotted number syncs from GA to your Events Community/event portal after the exhibitor contact logs in and views the organization profile progress section where they will find a call-to-action to easily add it.