Here we explain how to manage your contacts with the …media.firabcn.es/content/S078015/docs/pdf_ajuda_expositors_EN.pdf · Here we explain how to manage your contacts with the app

Help manual Contact Management

Here we explain how to manage your contacts with the app

• Add new contacts during the show.

• View the contacts captured from the app.

• Add comments associated with the contacts.

• And check out all the information on the show: programme, exhibitors, speakers, Twitter (not available in Windows Phone), Favourites, etc.

1. Download the show’s app

2. Identify yourself to the app

3. Record your contacts

4. View and add contacts to your Contact List

5. Viewing and downloading contacts from the Exhibitor’s Area

6. Check out all the useful information on the show

FAQS


Download the

show’s app

Find it at the Apple App Store, Google Play Store & Windows Phone Store.

PROGRAM SPEAKERS EXHIBITORS

CONTACTS TWITTER FAVOURITS

Available for iPhone, Android & Windows Phone

Mobile devices that are not compatible with the Contact Manager: Samsung GT-I8160 (Ace 2), Samsung GT-I8160P (Ace 2 NFC), Samsung GT-I5830 (Ace), Samsung GT-I5570 (Galaxy Mini), Samsung GT-I9070 (Galaxy S Advance), HTC Wildfire, LG P920, and any other device that does not have an autofocus camera or Windows Phone older than 8.1.


Identify yourself

to the app (iOS)

1. Click on ”CONTACTS”

CONTACTS+ Icon of the

CONTACTS

2. Scan your pass

3. Confirm the login.

Icon for

confirming the LOGIN

+

+

Put your pass

by the autofocus camera of the

phone focusing on the bar code.

(or QR)

+


Identify yourself to the

app (Windows Phone)



CONTACTS

2. Scan your pass

3. Confirm the login.

+

+ Icon for

confirming

the LOGIN

+ Put your pass by

the autofocus

camera of the

phone focusing on

the QR badge.


Identify yourself to

the app (Android)



CONTACTS

2. Scan your pass

3. Confirm the login.n the bar code. (or QR)

+

+

Icon for

confirming

the LOGIN

+ Put your pass by

the autofocus

camera of the

phone focusing on

the QR badge.


Record your

contacts

Once you are identified, you can start adding contacts.

1. Press ”CONTACTS”

CONTACTS

2. Press the scanner button: Apple Android (pending images for the QR option) Windows Phone

3. Scan the contact’s pass, passing the QR Badge in front of the camera.

4. Press ‘Ok’ or to accept the contact. To erase them, click on

‘Discard’ or X.

If your terminal’s camera cannot read the pass barcode correctly w hen scanned, you can enter the code manually (see point 8 of FAQ).

Icon for

SCAN Icon for

saving the

CONTACT

Add

comments

to your

contacts

+

+

+


View and add the contacts

to the Contact List

Desa el CONTACTE

With the app, you can view You can add the contacts

the contacts whenever you that interest you to the like using the “CONTACTS” Contact List of the

option mobile by pressing:

CONTACTS

Icon for adding to the

+ CONTACT LIST


View contacts and add

them to your Contact List

Exporting contacts The app can be used to

export contacts in CSV

format. To do this, access the

CONFIG screen and click on

‘Export contacts’. An e-mail

with the file will open.

Desa el CONTACTE

Importing contacts

Contacts that other users have stored in the same terminal can

also be imported. Contacts will be associated with the user with

whom the terminal is assigned. To do this, access the CONFIG

screen and click on ‘Import other users’ contacts’.


Your contacts in the

Exhibitor’s Area

You can view and/or download your contacts in the

Exhibitor’s’ Area.

+

WEBSITE OF THE SHOW

1. Enter the Exhibitor’s Area via the website of the show.

EXHIBITOR’S 2. Identify yourself with the

AREA exhibitor’s details.

3. Go to Participation > Visitor Management > Contact Management to view the database of contacts captured. 4. You can extract the database in Excel or CSV format


Check out all the

information on the show

Desa el CONTACTE

As well as managing your contacts, the app also offers:

AGENDA

SPEAKERS EXHIBITORS

CONTACTS

TWITTER FAVOURITES

Information on the activity programme organized by events and by

dates.

A list of speakers and the session/s in which they are involved. It

includes detailed information on the speakers.

The exhibiting companies taking part. Organized alphabetically.

Access details: dates, times, address, map of the venue and the

Hall.

Follow the show on Twitter*.

Add speakers, sessions and exhibitors to your Favourites.

*Not available in Window s Phone App.


FAQS

Desa el CONTACTE

1. What kind of mobile phone do I need to use the Contact Manager?

To use the Contact Manager you need one of the following mobile phones: iPhone (4, 4s or 5), or any Android mobile device that has an autofocus camera to scan contacts.

2. Can I use the Contact Manager with an iPad?

The mobile app has been developed for the iPhone and is not adapted to the screen size of an iPad, but even so it is poss ible to use the Contact Manager on an iPad.

3. Do I need to be online to use the Contact Manager?

The Contact Manager needs to be connected to the internet to synchronize the scanned contacts in order to access the data later on in the Exhibitors’ Area.

If the phone is not connected to the internet at any particular time, it will store the contact’s details in the phone and as soon as the internet connection is recovered (whether Wi-Fi or 3G) all the outstanding data will be recovered and synchronized.

4. How do I know that my data has been synchronized correctly?

To check whether your data have been synchronized correctly, check if they have a green icon in front of the name in the Contact List.

5. Can I use a single telephone for multiple users?

Yes, there is Log Out option so that the new users can use the phone to scan their own contacts, so several salespeople can use the same phone. To log out, go to the Config screen in the initial menu of the app. The new user needs to log in when accessing the Contacts option again.

6. Can I find out which salesperson captured each contact?

Yes, in the Exhibitor’s Area you will find the information on which salesperson made the contact by checking the USER field. This field is available in the search engine, the detail screen and by exporting the contacts to Excel. Important: To identify the contacts made by each salesperson by name, the exhibitor passes with the name and surname must have been entered. Otherwise you will have the ID details of the salesperson’s pass. If you want to change your passes from anonymous ones to named ones you should go to the Exhibitor Services desk.


FAQS

7. Where can I see which user is logged on to the app?

In the CONFIG option you can see at any time which user (salesperson) is identified in the app. To access the CONFIG option, on the initial screen of the app slide your finger to the left to get to the second screen. Here you will see the name, surname and company of the person currently identified in the app.

8. The carmera does not read a contact. Can I enter it manually?

Yes, if the camera does not recognise a contact, it can be entered manually by typing the digits found underneath the pass’ barcode.

9. The contact I’ve captured doesn’t have any data

In the event of contacts with blank passes, at the time of scanning them you will not be able to view their data. However, when they are entered later on, the information will be updated in the Exhibitor’s Area so that you always have the most recent data.

10. Can I scan both Visitor and Exhibitor type contacts?

Yes, the app lets you scan both visitor and exhibitor passes. Bear in mind though that exhibitor passes do not always contain all the detailed information (contact details of the registered person, profile of the registered person or name). If you want to save these data, note them down in the Comments/Actions field when you save the contact.

11. Can I change the data of a scanned contact?

At the moment it is not possible to edit the registration details in the Contact Manager app. If you need to record additional information such as actions, comments or contact details that do not appear on the visitor’s pass, use the Comments/Actions field to record this information. The information you note in the Comments/Actions field will be viewable in the Exhibitor’s Area once the contact has been saved.

12. Is it possible to record a contact more than once?

If you scan a contact that has already been recorded earlier by the same user, the app will tell you. Even so, it is possible to save it a second time if you click on the Save button.

If you decide to edit the comments of a user that has already been captured, this will be saved a second time in the Exhibitor’s Area to keep a record of all the comments that have been recorded for that contact. For further information, go to section 7, Contact List of the mobile.


FAQS

13. In my Exhibitor’s Area account I can see one contact numerous times, why is that?

The app allows a user to scan the same contact various times which might be because you wanted to add more comments to that contact or they visited your stand several times. It also might be that the same contact has been captured by several of your salespeople. You can distinguish them by looking at the USER field of the list of contacts captured, which you can view in the Exhibitor’s Area.

14. I cannot view correctly in Excel the CSV file created using the ‘Export contacts’ option or downloaded from the Exhibitor Area. Why?

A file in CSV format (in which each field is separated by “;”) is intended to be imported to a management application for external contacts (Outlook, CRM, etc.), but it may be difficult to view if opened using Excel, as the file is coded in UTF-8 format.

To open it with Excel and view it correctly, go to the ‘Data’ menu in Excel and import the corresponding CSV file, selecting the Unicode (UTF-8) code and choosing a semicolon as the separator.

Documents

Here we explain how to manage your contacts with the …media.firabcn.es/content/S078015/docs/pdf_ajuda_expositors_EN.pdf · Here we explain how to manage your contacts with the app