Using the Trade Show Planner in the SAGE Workplace Mobile App This cheat sheet is designed to show you how to use the trade show planner in the Workplace mobile app so you can get the most out of your next show! 1. Download the the SAGE Workplace mobile app for Apple iOS or Android on your mobile device. 2. Log in with your SAGE username and password. If you do not remember your password, tap reset it. 3. Once logged in, tap the menu icon in the top left corner. 4. Select Trade Shows. 5. Select the appropriate show from the list. 6. Now, you can create a walk list, view the education schedule, and more! Getting Started
• Show Information: Get show details, including location and contact information. • • Register Now/Badge Pick-Up: If you have not registered for the trade show you can do that here. Already registered? Your QR code to pick up your badge will be located here. • • Schedule: View and filter the education sessions and schedule of the entire show. Star events you would like to attend. • • Exhibitors: View, filter, or sort a list of all exhibiting companies. You can also create and view your walk list here. • • Floor Plan: Navigate the show floor with this interactive floorplan. See the booths you added to your walk list or visited. • • Maps: You can see the floorplan of the venue here. • • Product Pavilions: See all products displayed in the product pavilion. • • All Products: Browse and search for products from all exhibiting suppliers. All product and supplier information will be listed for easy viewing. • • Who’s Here: If you are at an end buyer show, here is where you can see a list of all your registered clients. • Social: Connect with other attendees! Create a post to share with others or search through posts at the top. • • Notes: Take notes at the show and keep them all in one place! You can even email your notes to yourself or a colleague. • • View Content: View media files and email all notes and content from the show. Trade Show Home Screen
Show Schedule 1. Tap on Schedule from your trade show home screen. Here, you will see a list of all education sessions and events happening at the trade show. 2. Tap on one of the events to get more information and to add it to your calendar. 3. If it is an education session, you can take notes and email them to yourself or a colleague. 4. You can also rate the event or session after attending. Ready to attend education sessions or networking events? Let’s get you ready to go!
Let’s Create a Walk List 1. Select the show you are attending. Don’t see it in the upcoming shows? You can also search for any industry trade show. 2. Then, tap on Exhibitors to view who will be at the show. 3. When you find an exhibitor that you’d like to add to your walk list, tap the walking person icon. 4. Scan the supplier’s QR code sign to mark the booth as being visited, or you can also check off the map pin to mark the booth visited. 5. Want to view your walk list? Select the Walk List tab in the top menu bar. 1. Create and share multiple walk lists with your team in real time by tapping the gear icon in the right-hand corner. 2. Your default walk list will be shown here. 3. You can create a new walk list by hitting the plus sign at the top. Add a name and click Add. 4. To share the walk lists, tap it and select Share. 5. After, tap on the plus sign in the upper right corner. 6. Enter the user’s login ID or email address and click Add. 7. You can choose whether the user can edit the walk list or sync your visited status. 8. Now, when you go to add exhibitors, you can select add to default or add to a different walk list. What is a walk list? How to Create a Walk List in the SAGE Workplace Mobile App How to Create Multiple Walk Lists A walk list is a list of suppliers whose booths you would like to visit. Creating a walk list saves you time and will ensure you visit every exhibitor you want to visit while at the show.
1. The red funnel at the top is the Exhibitor Filter, which allows you to view all exhibitors visited, not visited, or for which you’ve added notes or other content. 2. You can also select preference groups, what section of the show they’re exhibiting at, whether they are Canadian-friendly and what categories of products they provide. 1. The red arrows button next to the filters button lets you sort your walk list by company name, booth number, reverse booth number, zig-zag walk order and one-side walk order. Exhibitor Filter Red Arrows Exhibitor Filter & Red Arrows
You can scan the QR code at each booth, and the SAGE Workplace mobile app will automatically mark that booth as visited, right from the app! Did you know? Navigating the Show Floor 1. From your trade show home screen, tap Floor Plan. 2. This floorplan will help you navigate the show floor and see the exhibitors’ booths you added to your walk list. 3. Tap on a booth to see the exhibitors’ name, booth number, and exhibitor details. 4. You can also add them to your walk list and mark them as attended on the page as well. 5. In the Exhibitor Details, you can take pictures and videos, make notes, or even record voice memos for easy reference after the show. You can also reference the exhibitor information at the bottom. Navigating the show floor can be tricky. But it’s easy with the SAGE Workplace mobile app!
Push Notifications for Clients First, make sure your notification settings are turned on for the SAGE Workplace mobile app in your phone settings. If you are at a trade show where SAGE Event Services is managing the registration, you can receive push notifications when your clients pick up their badges from the registration desk. Tap to see when they checked in and the last booth they visited. Then you can stop by and say hello! We know that trade show Wi-Fi can be tricky. But you can use the SAGE Workplace mobile app for trade shows with or without an internet connection. Just complete the steps above before the show when your phone is online. The app will store the trade show information so you can access it offline whenever you want! Any pictures or other content will be uploaded automatically after you go online again after the show. Did you know?
Access or Export Notes and Content Now you’re ready to take on your next trade show. With the SAGE Workplace mobile app, it will be a breeze. To learn more, contact your Account Advisor today! 1. On the trade show home screen, tap View Content. 2. From here, you can view media files on your device or email all notes and content. The content will be sent via Excel spreadsheet with links to view and download images and video. 1. Navigate to the trade shows area in the left side navigation. 2. Search and click on the trade show you attended. 3. You will see a folder icon next to each exhibitor with notes and content. 4. Click on the exhibitor to see the notes and content. 5. You can also save the content by clicking Export Content in the bottom right corner. How to Export Notes and Content in the SAGE Workplace Mobile App How to Access Notes and Content in the SAGE Workplace Windows and Web Apps
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