Exhibitor Module — Company Applications
Note: This feature may not be part of all X-CD plans. Please reach out to your account rep or sales to activate this feature.
This option enables a company approval workflow within the Exhibitor Module. Exhibitors can complete their setup as usual, but cannot proceed to checkout until their application has been reviewed.
When enabled:
Automated Email Notifications (customizable):
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Sent to Admin when a new company application is submitted.
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Sent to Company when their application is submitted.
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Sent to Company when their application is accepted or rejected.
Screen text and email templates can be customized as needed.
To Enable:
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Go to Exhibitor Settings → Company Approvals
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Toggle Company Applications to “On”
To Edit Emails, Approval Messages, or Company Status:
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Go to Settings → Advanced → Company Approvals
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How to Manually Create an Exhibitor Registration?
Click Dashboard Click Exhibitor Module Click Add Exhibitor in left-side menu Add an Existing Company from the dropdown list or Manually complete the fields to add a new company Click Add Existing Company As Exhibitor button OR Add New Company As ...
How to edit an Exhibitor Registration?
Click Dashboard Click Exhibitor Module Click Manage Locate the Company Name and Click on the Row Click Registration in the horizontal menu Select Delete Items to remove an item from the registration Select Add Item if you want to change an existing ...
Manage a Company
Finding the Companies Click Dashboard Click Companies Module from the left-hand menu Click the row of the company you'd like to manage. Managing a Company Please navigate to the company first The first page loaded is the company profile here you can ...
How to search for an Exhibitor's Registration?
Click Dashboard Click Exhibitor Module Click Manage Locate the Company Name in the grid or use the search field to enter part of the company name Click on the Row to open/view the Company Registration
How to Edit a field on the Company Profile Form?
Click Dashboard Click the Exhibitor module Click the Settings button Click Settings in the horizontal menu and select Company Fields Click the Edit button next for the field you wish to edit Apply your changes to the field attributes. e.g. Set ...