Meeting Requests

Overview

The meeting request service permits a booth administrator to request a meeting with an attendee or administrator of another booth. It does this by creating a filtered search, selecting individuals that match search criteria and sends those individuals a customized meeting request email through the platform. Site administrators can assign a budget of meeting requests to each booth, often based on the sponsorship or exhibitor level.

In this article:

1. Locate Meeting Request
2. Customize meeting request

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Step-by-Step Walkthrough

Step 1 - Locate Meeting Request

From the dashboard, select "Catalog or Booths” from the left-hand side menu, then click "Meeting Requests".  Then click "Attendee or Member" or "Booth" to set up the request option.

Step 2 - Customize meeting requests (attendee is shown)

• Turn meeting requests on.
• Enter the maximum number of records returned in each search.
• Click “Select Fields” to select the fields that can be used to filter the search and click "Save".
• From the "Allow" column in the table, select the booths or catalogs that are allowed to make meeting requests, then enter the total number of requests they can make.
• Complete the setup process by clicking "Save".

(Note:  After Meeting Requests are setup, a site administrator can view the number of requests made by each booth and how many requests remain.  Administrators can increase or decrease the number of requests or de-select "allow" to turn them off.)