Linking Touchpoints using Check-in

Prerequisites

• Contact your client manager before the event to ensure you have the Content Management and Sharing subscriptions active for both Event and Partner modules, and to book the necessary hardware stock.

• In the Onsite > General settings set up your Check-in Unlock and Settings passwords and make sure you enable the Visit Connect setting on the right-side menu.

• Before linking Touchpoints, make sure you have a Check-in licence, and Touchpoint licences added for all the content you wish to link. You can add individual licences for partners by going to Service Centre > Partners > Edit Contact > Licences, you can ask your client manager to add touchpoint licences at event level, which will make them available for all partners, or you can create licences via the API. In case your information is added via API, do not add licences manually!

• Check with your client manager to make sure the Touchpoints are upgraded to the latest firmware, and also make sure that the Check-in has the latest firmware version as well.

• Ensure that all the profile and product information has been added in Visit Create and that no further changes in licences are made once Touchpoint linking starts.

Preparing Touchpoints for an event

1. Fully charge all Touchpoints using a 16 or 32-slot charging dock. While charging, the right LED will blink red intermittently. When a Touchpoint is fully charged, the top green LED will stay on.
2. Start the Check-in and enter the licence code set up for Touchpoint linking. For information on configuring your Check-in settings in Visit Create, refer to Check-in.
3. Check the Visit Connect option in the Terminal Settings.
4. Connect a Touchpoint to the Check-in using a USB cable. This will serve as an NFC reader for the linking. A blue LED will blink intermittently once the reader is connected.
5. Connect a Zebra printer to the Check-in. Make sure that the printer is turned on and has a label roll inserted.

6. Sort the list by Company name or Stand number, depending on how you want to link and distribute devices.
7. Take the Touchpoint you want to link and use a SIM tray pin to shortly press the reset button at the bottom, to the right of the charging port. This will activate the Touchpoint. The left red LED will blink shortly once the device is on, and it will keep blinking until it is linked.
8. Select a partner from the list to which you will assign the Touchpoint.
9. Place the Touchpoint on the NFC reader (the Touchpoint connected to the Check-in), facing each other. The reader glows green when it detects an active Touchpoint, and an Assign touchpoint button will appear at the bottom of the page. Note that if the partner you selected has no Touchpoint licences, you will not have the option to assign a device.

10. Click the Assign touchpoint button. This will open a dialog containing the list of content available to be linked. Note that you can only link as many items as the available Touchpoint licences per partner, even if there are more items in the list.
11. Select the item to link and click the Assign touchpoint button again. The Touchpoint will be linked to the selected content and a label will be printed. Apply the label to the left side of the Touchpoint. Repeat the process for each item in the partner’s list.

12. If you are linking Touchpoints a few hours or days before the event, use an NFC Standby card to turn off the devices after linking. Just place the badge in front of the Touchpoint and wait for 5-10 seconds until it blinks green and beeps shortly. This will prevent Touchpoints from interacting with other NFC devices and will prevent battery drainage.