πŸ“– New as a sponsor admin
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3. Sponsor Admin Panel: Understand what the Representatives tab and 1:1 meetings mean

Track your booth's meetings statuses and representative activity to enhance your event results from the admin panel.

From the booth admin panel, you have the overview of your company's meetings and representatives activity in two different tabs:

⚑Note: By default, representatives and 1:1 meetings are accessible in the admin panel. If you would like to see whom view/visited your booth, you need to request such access or report to the event organizer.

πŸ™Žβ€β™€οΈπŸ™Žβ€β™‚οΈ Representatives

This tab gives you a comprehensive resume on how your team is performing for networking at the event, and as an admin, you can see the information breakdown and use the additional functionalities.


reps-tab-new-sponsor-AP

  • 1. Representatives bar concepts:
    • Name: Representative name.
    • Joined: Time when accessed the platform.
    • Accepted: Meetings accepted.
    • Pending: Meetings waiting for action.
    • Inbound: Meetings requested by a prospect.
    • Outbound: Meetings requested by sponsor representative.
    • Canceled: Meeting declined.
    • Declined (chat closed): Meeting canceled with no option to send chat messages.
    • Declined (chat open): Meeting canceled with the possibility to keep sending chat messages.
    • Total outbound: Sum of whole meetings requests sent.
    • Messages: Total messages sent by chat.
  • 2. Add representatives to your booth if they haven't been added automatically by the system. To carry on this, the person must have joined the platform before being added to the booth manually.
  • 3. By clicking the "Export (csv)" button, you'll get the file downloaded to your device.
  • 4. The "Remove" option allows you to delete a person from the list of representatives on your booth.
  • 5. Using the side arrows, you can move back and forth to search for representatives if your company booth has more than 20 peers.

🀝 1:1 Meetings

Once you got familiar with the overview of the meeting on the Representatives tab, it's time to check more in-depth activity by going to the 1:1 Meetings tab

Resp-and-meetings-new-sponsors-AP

From this tab, you'll get the summary of the meeting, but this section's highlight is that you can view who's interviewing who.

Being able to check such information allows you as a sponsor admin and your team to avoid sending meeting requests twice to the same person from different representatives at your company.

who-status-new-sponsor-AP

Once your team starts networking, the information will break as follow:

    • 1. Your company's representatives.
    • 2. Prospects name, company, and title.
    • 3. Date & time when the meeting happened.
    • 4. Meeting status (Accepted, Declined, Pending, Only chat.
    • 5. Place where the meeting took place.
    • 6. Source of the meeting (Inbound or Outbound).
    • 7. "Export .csv" button - by clicking this option you'll get a CSV file download on your device with the data from the table of 'Who-meet-who' as shown below.

    • 8. Amount of chat messages exchanged. 

 


Last updated in November 2021. 

Written by Wendy RendΓ³n

 me-rounded

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