Complete your company profile
Open the Exhibitor dashboard. Add the company identity, contact details and branding that visitors should recognise on public pages.
Company profile → Branding
PRODUCT GUIDE / 7 STEPS
From account setup to a complete event archive.
Set up on the web, capture on the mobile app, and manage follow-up and reporting from either workflow without losing the connection to the original exhibition.
BEFORE THE EVENT
Build the operating context first.
Create the exhibition
Go to Event Operations → Events. Add dates, venue, hall, booth, timezone and capture requirements. Keep it Draft while configuring, Scheduled when ready, and Active only when capture should begin.
Events → CreateConfigure interests and visitor QR
Create reusable product or interest items, enable the relevant ones for the event, then generate a private visitor QR link. Test the form before printing the QR.
Interests → Event interests → Visitor QRInvite and assign the team
Create team members, then assign each person to the event with the minimum capture, editing and reporting visibility they need. Ask every user to complete one test sign-in before event day.
Team → Event staffON THE FLOOR
Capture while the conversation is fresh.
Select the active event
Open the ExpoCollect mobile app, confirm the correct exhibition and check that synchronization is healthy.
Scan or enter manually
Use on-device business-card recognition or manual entry. Review the name, company and contact details; OCR never saves unconfirmed fields.
Qualify in the moment
Select product interests, Hot/Warm/General priority, a concise note and an optional follow-up date.
Keep working offline
A Pending Sync label means the lead is safe on that device but not yet on the server. Keep the same user signed in until synchronization completes.
Event-day rule
Do not sign out, uninstall the app or clear app data while leads remain pending on the device. Use Settings → Sync now when connectivity returns.
AFTER THE EVENT
Turn capture into follow-up.
Review, assign and resolve duplicates
Use lead filters and timelines to review Hot leads first. Managers can assign ownership and merge genuine duplicates without destroying the original audit history.
Lead ManagementUse approved follow-up templates
Preview the personalised wording, then open WhatsApp or email for a deliberate user send. ExpoCollect records the handoff intent, not a false delivery claim.
Follow-up templatesReport, export and archive
Review source, priority, interest, geography and staff performance. Generate filtered CSV/XLSX exports or a full event archive, then download before the secure link expires.
Reports & DataCompany setup, events, team, billing, exports and tenant-wide reporting.
Assigned-event staff, leads, qualification, reporting and follow-up.
Fast mobile capture and only the leads and reports explicitly permitted.
Read-only access within assigned reporting visibility.
NEED HELP WITH YOUR SETUP?
Contact support ↗