Web Content - Exhibit Booth Application

The Exhibit Booth Application web content allows creation of a page displaying the Booth Application Wizard. The purpose of this wizard is to allow non-staff users to submit applications for exhibition booths.

Note: Only non-staff users with a relationship allowing purchase on behalf of an organization can complete a booth purchase.

Note: Note that the record ID must be passed through the browser URL in order to display/test this page.

Example: If the page containing Exhibit Booth Application content has the URL, "members.myassociation.com/exhibits/exhibit-booth-application," directly navigating to this URL will not correctly display the form.
The exhibition ID must also be passed through the URL, like so: "members.myassociation.com/exhibits/exhibit-booth-application/?exhibitId=c829186a-605d-ea11-b699-0003ff528276."
This ID is automatically passed if the user navigates through a page such as Upcoming Exhibits. The URL + exhibit ID can also be manually created.

Tip: See the help topic Linking Directly to a Product or Product Category for additional information.

Content Configuration

Exhibit Booth Application content allows configuration of the following settings.

Company & Contact Information

  • Header of Company Information (text field): Customizable text for the "Company Information" section header.

    • Text of Company Selection (text field): Paragraph text appearing above the "Company Selection" field.

    • Text of Company Information (text field): Paragraph text appearing above the "Company Information" section (which displays information such as name, address, etc.)

  • Header of Company Contact Information (text field): Customizable text for the "Company Contact Information" section header.

    • Text of Company Contact Information (text field): Paragraph text appearing below the "Company Contact" name field.

    • Ask for Company Address (check box): Determine whether users can see and edit the company address.

    • Ask for Company Phone (check box): Determine whether users can see and edit the company phone.

    • Ask for Company Website (check box): Determine whether users can see and edit the company website.

Company Service Settings

  • Ask for Company Services (check box): Allows the user to choose which services their organization provides. (These services configured under Customers App > Setup > Services menu option.)

    • Header of Company Services (text field): The header text for the "Company Services" section.

    • Service Category (drop-down field): To limit the services that will appear as selectable during the Booth Application Wizard, choose a service category from this drop-down. Leaving this field blank (while enabling the "Ask for Company Services" check-box) allows users to select from all organization services.

    • Text of Company Services (text field): Paragraph text above the Company Services section.

    • Number of Company Services (drop-down field): Indicates the number of different services a user can select during checkout.

Configuring Services on the Booth Application Form

In the services section of the Booth Application Wizard, users can be asked to specify which services their organization provides. This drop-down field pulls from the list of services created under the Customers App > Setup > Services.

If necessary, staff can limit the field to display, not all services, but a selected few they wish to show during the Booth Application Wizard.

Displaying All Services

To allow users to select from all services configured under the Customers App > Setup > Services, leave the Service Category field blank.

This configuration causes all services to appear during the application process.

Displaying Selected Services During the Application Process

This configuration allows staff to limit the services appearing during the application process.

  1. Navigate to the Products App > Setup > Product Categories.

    1. Click Add New Product Category.

    2. Create a new product category of the Product Type, "Service."

    3. Click Save.

  2. Navigate to the Customers App > Setup > Services.

    1. Click Add New Service OR Edit an existing service.

    2. At the top of the add or edit service form, locate the Category field.

    3. Select the category created in Step 1, above.

    4. Click Save.

  3. Navigate to the Web Sites App.

    1. Open the page using the Exhibit Booth Application content item and click Edit next to that content item.

    2. Scroll to the Service Category field.

      In the drop-down field you'll see a list of categories created in Step 1, above. Recall that the categories created in Step 1 were associated with the Services created/edited in Step 2.

    3. Select the desired Service Category.

    4. Click Save. Publish page changes.

    With this configuration, only services associated with a category (specified in Step 2, above) will appear during checkout.

Co-Exhibitor Settings

  •  Ask for Co-Exhibitor Companies (check box): Allows the user to choose which organization(s) should be co-exhibitors in their booth.

    • Header of Co-Exhibitor Companies (text field): Header of the co-exhibitor section.

    • Text of Co-Exhibitor Companies (text field): Paragraph text above the co-exhibitor section.

    • Number of Co-Exhibitor Companies (drop-down field): Choose the maximum number of co-exhibitor companies the user can specify (options range from 1 to 10).

    • Control Search for co-exhibitor in lookup or text (drop-down field): Choose whether the co-exhibitor search should use a lookup or text field.

Pavilion Settings

  • Ask for Pavilion Information (check box): Allows the user to choose which pavilion, or area of the exhibition, they want a booth in.

    • Header of Pavilion Information (text field): Header of the Pavilion Information section.

    • Text of Pavilion Information (text field): Paragraph text of the Pavilion Information section.

    • Number of Pavilion Options (drop-down field): The number of different pavilions the exhibitor can choose from.

Location Settings

  • Location Preferences Header (text field): Header text above the Location Preferences section.

    • Location Preferences Text (text field): Paragraph text above the Location Preferences section.

    • Preferences Category 1 (drop-down field): This drop-down field allows selection of Categories configured in the Products App > Setup > Categories, configured with the product category type, "Booth." In the page content configuration, staff can choose the desired category, and when viewing the page users are allowed to specify their preferences for booths of that category type.

    • Number of Category 1 Options (drop-down field): This is the number of booths of the category type selected in Preferences Category 1 that the user will be allowed to indicate their preference for.

    • Preferences Category 2 (drop-down field): This drop-down field allows selection of Categories configured in the Products App > Setup > Categories, configured with the product category type, "Booth." In the page content configuration, staff can choose the desired category, and when viewing the page users are allowed to specify their preferences for booths of that category type.

    • Number of Category 2 Options (drop-down field): This is the number of booths of the category type selected in Preferences Category 2 that the user will be allowed to indicate their preference for.

Partner, Competitor, and Additional Info Settings

  • Ask for Partners (check box): Enable a section allowing exhibitors to specify partners they may wish to be positioned near.

    • Header of Partner Companies (text field): The header of the Partner Companies section.

    • Text of Partner Companies (text field): Text describing the Partner Companies section.

    • Number of Partner Companies (drop-down field): Specify the number of partner companies an exhibitor can enter during checkout.

    • Control Search for Partner in Lookup or Text (drop-down field): Determine whether the partner search should be done using a lookup or text field.

  • Ask for Competitors (check box): Enable a section allowing exhibitors to specify competitors they may not wish to be positioned near.

    • Header of Competitor Companies (text field): The header of the Competitor Companies section.

    • Text of Competitor Companies (text field): Text describing the Competitor Companies section.

    • Number of Competitor Companies (drop-down field): Specify the number of competitor companies an exhibitor can enter during checkout.

    • Control Search for Competitors in Lookup or Text (drop-down field): Determine whether the competitor company search should be done using a lookup or text field.

  • Ask for Additional Information (check box): This additional information includes fields on approximate setup and tear-down time (in hours), whether the exhibitor is interested in sponsorship opportunities, and whether they are interested in advertising.

Result

The resulting page displays a form comprised of the sections, data, and permissions enabled in the Exhibit Booth Application content item.

If custom form data is configured for the Custom Form - Exhibits.Application.OrganizationInfo custom form, that header, label, and/or fields will appear at the bottom of the first page of the Booth Application Wizard.