Here we explain how to manage your contacts with the app

Transcription

1 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, 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

2 Download the show s app Find it at the Apple App Store or the Google Play Store. VISUALITZA ELS CONTACTES DESDE L APP AGENDA SPEAKERS EXHIBITORS CONTACTS TWITTER FAVOURITES Available for iphone and Android 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.

3 Identify yourself to the app 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)

4 Record your contacts Once you are identified, you can start adding contacts. 1. Press CONTACTS CONTACTS 2. Press the scanner button: (pending images for the QR option) Apple Android 3. Scan the contact s pass, passing the bar code in front of the camera. 4. Contacts are saved automatically. To erase them, click on Discard. Icon for SCAN Icon for saving the CONTACT Add comments to your contacts If your terminal s camera cannot read the pass barcode correctly when scanned, you can enter the code manually (see point 8 of FAQ).

5 View and add the contacts to the Contact List Desa el CONTACTE With the app, you can view the contacts whenever you like using the CONTACTS option You can add the contacts that interest you to the Contact List of the mobile by pressing: CONTACTS Icon for adding to the CONTACT LIST

6 View contacts and add them to your Contact List Desa el CONTACTE 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 with the file will open. 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.

7 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 AREA 2. Identify yourself with the exhibitor s details. 3. Go to Participation > Visitor Management > to view the database of contacts captured. 4. You can extract the database in Excel or CSV format

8 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.

9 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 possible 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.

10 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.

11 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.