Exhibitor Categories

Exhibitor categories allow you to classify exhibitors on an event. Example exhibitor categories include New Exhibitors, Sponsors and Renewals. 

You can also use exhibitor categories in the Exhibitor Portal so your exhibitors to only see details or fill out forms that are applicable to them based on their exhibitor category. Using the exhibitor category with the Exhibitor Portal you can: 

• Define a New Exhibitor Default Category on the Exhibitor Portal Setup screen. Any exhibitor that signs up and creates a new account for the first time is assigned the selected exhibitor category.
• Set a task to only show for exhibitors with the assigned exhibitor category. On any non-mandatory task, set the Available When Exhibitor Category… field to the appropriate categories. 
• Specify that an individual section is only available for editing or viewing within the Form Template of a task.

Add an Exhibitor Category

1. Click the Exhibitor Categories link from the Main Menu. The Exhibitor Categories screen opens.
2. Click the Add button. The Add Exhibitor Category screen opens.
3. Enter the name of the category into the Description field.
4. Select Active from the Status drop-down. 
5. Click OK. 

Assign an Exhibitor Category to an Exhibitor

Once you create the exhibitor categories, you can assign them to the exhibitor in the Exhibitor Categories field on the Add Exhibitor or Edit Exhibitor screen. 

1. Click the Exhibitors link from the Main Menu. The Exhibitors screen opens.
2. Select the exhibitor to assign the exhibitor category.
3. Right-click and select Edit. The Edit Exhibitor screen opens.
4. Select the exhibitor categories for the exhibitor from the Exhibitor Categories drop-down.
5. Click OK.  

You can also assign exhibitor categories to multiple exhibitors at one time:

1. Click the Exhibitors link from the Main Menu. The Exhibitors screen opens.
2. Select the exhibitors to assign the exhibitor category. Use Ctrl+Click or Shift+Click to select multiple exhibitors.
3. Right-click and select Edit Multiple. The Edit Multiple Exhibitors screen opens.
4. Check the check box next to the Exhibitor Categories field.
5. Select the new value(s) from the drop-down. If no value is selected in a drop-down, the Exhibitor Categories field is updated on all exhibitors to blank.
6. Click OK.

Change an Exhibitor Category

You can change an exhibitor category after you have created it. When you change the exhibitor category, it updates wherever the exhibitor category is used. If you don't want to update the already existing exhibitor category data, then you must add a new exhibitor category using the steps in Add an Exhibitor Category.

1. Click the Exhibitor Categories link from the Main Menu. The Exhibitor Categories screen opens.
2. Select the exhibitor category to edit.
3. Right-click and select Edit. The Edit Exhibitor Category screen opens.
4. Update the necessary information.
5. Click OK.

Inactivate an Exhibitor Category

If you no longer use an exhibitor category but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an exhibitor category inactive, it is no longer available for selection in the Exhibitor Categories drop-down.

1. Click the Exhibitor Categories link from the Main Menu. The Exhibitor Categories screen opens.
2. Select the exhibitor category to inactivate.
3. Right-click and select Edit. The Edit Exhibitor Category screen opens.
4. Select Retired from the Status drop-down.
5. Click OK.

Delete an Exhibitor Category

If you no longer use an exhibitor category and don't want to keep a record of it, you can delete it. When you delete an exhibitor category that is used, it is removed from the exhibitor. You cannot undo the delete process.

1. Click the Exhibitor Categories link from the Main Menu. The Exhibitor Categories screen opens.
2. Select the exhibitor category to delete.
3. Select Mark for Delete.
4. Click the Save button.