ANSWERS TO
FAQ
Visit Connect supports exhibitors at events in two ways:
(a) collecting potential sales leads and adding notes about them for a personalized follow-up. Exhibitors can set questions to gather specific information about their leads.
(b) providing profile and product information which visitors can access after the event. While visitors capture the profile and product information, exhibitors are also given access to the contacts’ details.
There are also other features that Visit Connect provide depending on the user access rights:
- Admin user rights – An Admin user has access to dashboard, users, profile questions, leads and agenda. He can also have access to profile and product information, orders (action codes used by the participants when registering to the events), inviting guests, managing registrants, and accessing Visit Connect shop page, depending on how the organizer sets the rights.
Please Note
The admin role is granted by the organizer or the system when the license is purchased; once an admin user is created, he can invite other users as well to be admins.
- Staff user rights – Staff members can access their digital badge (visible only on the mobile device); they can collect, and view leads as well as the agenda (if available).
The staff access is given by an admin user; this level of access is unique and can only be accessed through e-mail.
Warning
The number of staff members can sometimes be limited depending on the event requirements. In order to add more users that can collect leads, the administrator can add Lead Capture Only users.
- Lead Capture Only members can only collect and view leads.
Please Note
Lead Capture Only access is given by an admin user for registered or unregistered staff, including hostesses; the licenses are unlimited and can be shared with as many users are needed either through email or through scanning the QR code displayed when clicking on Lead Capture Only bottom.
There are two ways in which a user can see the type of access given:
a) For first time users, the dashboard is a good indicator of the user access rights:
| Visit Connect Roles | User Rights |
|---|---|
| Admin | An Admin user will have access to dashboard, users, profile questions, leads and agenda. Depending on the event requirements and the organizer settings, the admin user can also access to profile and product information, orders (action codes used by the participants when registering to the events), inviting guests, managing registrants, and accessing Visit Connect shop page. |
| Staff | Staff members can access their digital badge they can collect, and view leads as well as the agenda (if available). This access is given by an admin user and the number of staff members added depends on the limit set by the organizer for each exhibitor. Note: The digital badge is visible only by using a mobile device. |
| Lead Capture Only | Leads Capture Only members can only collect and view leads. The licenses are unlimited and can be shared with as many users are needed. |
b) For long-term users, the access type is visible when they open Visit Connect:
- Admin Mode – the user is an admin
- Staff Mode – the user is a staff member
- Scan Mode – the user is a lead capture only
The admin role is granted by the organizer or the system when the license is purchased.
Only an admin user can invite its colleagues to access Visit Connect in the Team section from Visit: Team > Actions > Add Staff > Register Staff. The registration form enabled by the organiser is, then, prompted and the admin can fill in the details about each member that needs to be registered.
Once a staff member is registered, they will automatically have access to only scan leads.
However, the admin user can change the permissions in the Team view from Visit.
| Visit Connect Roles | |
|---|---|
| Admin Role | To give access to another admin user, you need to enable the Admin permission in the Team view. |
| Staff Role | To give access to staff members, the admin user needs to register the team members in Team > Actions > Add Staff > Register Staff. They will receive an e-mail with a unique activation link. Note: Once added, team members will only have access to scan leads. In order to have other permissions (export leads, etc.), the admin user must change the permissions in the Team view. |
| Lead Capture Only Role | To give access to scan mode, the admin must click on Actions > Print Licenses and share the QR code with his colleagues. The licenses are unlimited and can be shared with as many users are needed as the rights only include viewing and collecting leads. |
Warning
The number of staff members can sometimes be limited depending on the event requirements. In order to add more users that can collect leads, the administrator can add Lead Capture Only users.
Only as an admin user and if the organizer has enabled this option for the event, you can invite your own prospects to the event.
By clicking on your menu > Invite Guests, you will be prompted to a window with a default URL with the registration form created by the organizer.
You can use either the default URL or create your own by adding a name and a description for your own campaigns or e-mails.
Yes. If the option of Inviting guests has been enabled, an admin user can personalize the registration form when inviting prospects.
By clicking on the menu> Invite Guests, the user will have 3 tabs at the top of the window: Registration Links, Registration Form and Action Codes.
The personalization adds a pop-up window at the current registration form created by the organizer.
Registrants are the prospects invited by the admin user via e-mail or online campaigns. If the organizer has enabled this option for the event, the admin can either use a default URL or a custom URL from the Invite Guest section to measure its success. The prospects collected through these URLs, will be visible in the Registrants section from the menu.
Leads are the potential sales clients collected by the admin, staff, or lead capture only. They are retrieved through scanning the visitors’ digital badges. Also, once the visitors collect the profile and product information uploaded by the admin user, the Leads section will get populated with their contact information. The user can add notes, images, add voice memos or respond to the questions set by the admin user in order to categorize the lead for a personalized follow-up.
Staff mode and Lead Capture only can by default only see their own captured leads. Not an overview of the total amount of leads collected by the team. This is an option that can be disabled by the admin user for specific users or devices.
Please Note
The admin user will be able to see and export all leads in the Visit Connect Portal regardless of the devices used.
During an event, users can collect leads using different devices. Regardless of the user access rights, the feature of collecting leads is available for all 3 roles: admin, staff, and lead capture only. Some users may not be able to see the leads during or post-event because it depends on the permissions given by the admin.
By accessing Visit Connect Portal from a desktop, an admin user can see and export all leads collected during an event by staff or lead capture only users, regardless of the device used. Visit Connect Portal is the admin interface for managing accounts, licenses, and leads.
Please Note
Make sure all devices have been connected to internet prior to connecting to Visit Connect Portal so that all the leads are synchronized.
- Admin permissions – in this case, the user becomes an admin user
- Show all leads – the user will be able to see the leads captured by other team members
- Allow capture leads – this option is already enabled when a user is registered
- Allow export leads – when enabled, the user can export the leads
Please Note
Once a staff member is registered, he will automatically have access to only scan leads. In order to give him access to export leads or show all leads collected by other team members, the admin must give him access to do so in the Team view.
Visit Connect works on any devices from laptop, tablet to mobile devices regardless of operating system.
Powered as a progressive web application, it works as a native app without the hassle of downloading it. By opening it in the browser you can easily set it up for a successful event. For a quicker access, you can also add it to Home Screen and collect your leads.
Please Note
Please make sure you have an updated version of your browser (Windows, macOS or Linux – Google Chrome 79, Microsoft Edge 85, Mozilla Firefox 78, Apple Safari 12; Android – Google Chrome 89, Mozilla Firefox 86; iOS – Apple Safari 12).
*Microsoft Internet Explorer is not supported.
- You can scan badges or enter badges’ codes
- You can add notes, images, voice memos and answer questions
- Activating your scan app license (for admin users);
- Synchronizing collected leads to Visit Connect Portal on desktop (for admin users);
- Synchronizing custom questions from Visit Connect Portal to Visit Connect (for admin users, staff members, lead capture only).
Please Note
When you scan a badge with Visit Connect while offline, don’t worry if the lead details appear as incomplete. The app will synchronize the missing information as soon as you reconnect to the internet.
If the leads don’t synchronize with Visit Connect Portal on your desktop even though you have an internet connection, please check again your Wi-Fi connection.
In case you are using a venue Wi-Fi connection, you may need to sign up and agree to the specific terms and conditions in order to gain internet access. This can generally be done by opening your device browser which will prompt a sign-up screen to appear.
However, assuming that the problem persists, please see contact a member of the support team onsite or send an e-mail to Visit Connect support: visitconnect@ges.com.
Access to Visit Connect is not free and must be ordered before the event. When you place an order, the description/price will show on how many devices Visit Connect can be used. The products offered can very per event.
Once ordered, an admin role is created by the organizer or the system. The admin will give access to other users as well.
If you don’t know who your admin is, you can access Visit Connect via http://visitconnect.gesevent.com, click on ‘Add a new event’ and scan the license QR code for that specific event.
If you did not receive access to Visit Connect or the license QR code, you can request this by sending an email to: visitconnect@ges.com
Visit works with the industry-standard data privacy and data security rules and comply with the very strict US and European data laws, including GDPR compliancy and ISO27001 accreditation.
Can't find the answer you're looking for?
