Elastic Suite can be utilized to simplify and streamline your in-person meetings, tradeshows and other events. This guide will help you optimize your tradeshow workflow for both before and during the event. You can also learn more about optimizing Elastic for events here.
Before the show
1. Create a new generic customer. This allows you to track new customers per show.
2. Enable dealer self registration. Elastic can host a specific URL, but we also have a generic dealer request form available.
3. Build your sales programs for any event-specific discounts.
4. Set up your barcode reader.
During the show
1. Build the orders for new customers under your newly created Tradeshow Customer.
2. Use the new customer's actual name as the order name.
3. While you are building the order, have the customer fill the dealer registration form.
4. Add in any comments you want associated with the new customer, for example contact information and region.
5. Save the order (do not submit) for after show follow up.
6. After the customer has filled the dealer request form, you can see the dealer request in the Admin CSP under 'Reports' - 'Dealer Requests'.
After the show
1. Open the Orders Widget to view all orders.
2. Find the draft order you created for your new customer.
3. Use the 'Open With' feature to move this order under the new dealer/customer.
4. Finish by placing the order.