7.1 KiB
7.1 KiB
Aether Events Exhibitor Leads v3
Overview:
- Mobile first!
- Offline caching for spotty network connections
- Clean and simple
- Exhibitors have between 0 and X license
- Sign in and "claim" an assigned license linked to an Exhibitor
- Collect and manage Leads per Exhibitor
- Export Leads data to CSV or XLSX
- Exhibitors will have the link to their Exhibit sent to them or they can use the Exhibit Search to find their Exhibit and sign in with the shared passcode or their assigned licensed user credentials.
Primary Leads Pages/Tabs
- start - Sign In / Licenses
- Exhibit passcode sign in
- Exhibitor Leads user sign in
- Payment - Leads Payment
- add - Add (Search/QR)
- Text search
- QR scan
- leads - Leads List
- List of Attendees (Event Badge ID) linked to Exhibit
- Click to view/edit Exhibit Tracking entry
- manage - Leads (app and exhibit) Manage
Exhibitor Sign In and Licenses:
- An Exhibit needs to have a "Shared exhibit passcode" for primary sign in.
- A Licensed Exhibit staff person needs to have a License assigned to them. It is important that the email address not be changed per license. Or if they do, be aware of the affects on tracked attendees. They can then sign in with that email address and passcode assigned. And/Or we need to make the email sign in link work as well.
- Once signed in with the Exhibit passcode, they can change it (passcode) and assign Exhibit Leads licenses once they have paid.
- An exhibitor marked as "priority" means they have paid. Only OSIT admins can mark them as paid.
- Should at least claim/assign one initial user license so an Exhibit related staff can sign in (without the shared Exhibit passcode). Then add, update, or remove licenses based on max allowed per Exhitibor.
Payment:
- Not Paid: Waiting for payment
- Paid: Marked as paid
Licenses:
A client staff (Trusted Access or above) or someone signed in with an Exhibit passcode can add/edit/remove icenses.
License:
- full_name
- passcode
Structure Overview
- There are 4 primary tabs for the Event Exhibit Leads module.
- The overall header/footer should hide by default once signed in.
- If not signed in, only the first tab, to start and sign in is shown.
[tab 1] Start / Sign In / Payment
- Only shows when not signed in as Exhibit Licensed Leads User
- Sign in with Exhibit passcode
- This will then allow them to Manage the Exhibit License
- Sign in with Exhibit Licensed user
[tab section] Payment
- Shows if signed in with Exhibit Passcode and not marked as paid / priority
- Field for license info - event_exhibit.license_li_json
- Use Exhibit passcode first?
- Select number of licenses
- Select number of small/large devices
- Make payment (Stripe)
[tab section] Licensed Users
- Shows if signed in with Exhibit Passcode and are marked as paid / priority
- Fill in Exhibit staff users per max licenses
[tab 2] Add - Search / QR Scan
- One button that toggles between showing and hiding the QR add mode? The text search is always shown above or below the QR scan camera image area.
- Search - Essentially the same as the Badge search. Full name, email, affiliations, ID, etc
- QR Scan - Allow for auto add toggle instead of confirming per scan. Allow for manual entire of Badge ID
- The QR scan is basically just using the Event Badge ID encoded in the persons QR code on their badge. In fact it can probably just populate the text search field?
- Must include the Leads licensed user's email address when adding to the Exhibitor Tracking list. Linked using event_exhibit_tracking with the Licensed user's email address.
[tab 3] Leads - List of Attendee Leads for Exhibitor
-
Allow for toggle between showing all per Exhibit and per licensed user based on their email address. Not perfect, but works well enough.
-
Allow for easy edit or remove
-
Button to Export Data - CSV or XLSX
-
Toggle for show/hide Hidden records
-
Select options for sorting: Newest added first, Oldest added first, Alpha ascending, Alpha descending, Last updated first
[tab 4] Manage / Config
Exhibit Specific
- Priority/payment toggle - Administrator Access or above
- Max licenses (number) - readonly or edit for Administrator Access or above
- Small devices (number) - readonly or edit for Administrator Access or above
- Large devices (number) - readonly or edit for Administrator Access or above
- Exhibit (shared) Passcode
- Same Exhibit Leads License list component as the Start tab's Licensed Users section
App Specific
- Show/Hide Payment Tab
- Additional Settings:
- List refresh interval in seconds - default 25 seconds; 1 second to 2 minutes (120000)
- Basic reload/refresh
- Clear Indexed DB
- Clear localStorage
- Auto hide header/footer on sign in - default true
- (?) Turn on iframe mode
- (?) Show or hide additional details - Use "$events_loc.show_details"?
[page] View / Edit Tracked Attendee (event_exhbit_id, event_badge_id
- Able to edit the obvious things
- Can add custom exhibitor_notes and custom responses_json
- Can set Priority (Star/Flag)
- Can set Sort (number)
- Can set Hide (toggle)
App Specific - Leads Module Config Options and Stored Data
- Signed in using Shared Exhibit Passcode
- Can make payment and manage user licenses
- Need to be able to sign in with Shared Passcode and Leads License passcode.
- Signed in using one Leads License slot they were assigned to
- Things will be tied to their email address
- Can add, edit, remove, etc the Leads specific to an Exhibit.
- This list is shared among all Licensed staff for a specific Exhibit. It is recommended they stay toggled to only showing their additions by default.
- Need to be able to sign in with Shared Passcode and Leads License passcode.
- Show and Hide payment tab (override sort of)
- Show and Hide header/footer (override sort of)
- Use iframe mode??
- Light and Dark mode??
- List refresh interval
- Tracking list sorting
- Show and hide hidden records
- Show and hide enabled records (Administrator Access or above)
There are essentially 3 ways to "Sign In":
- Aether Platform in general using a defined Core User or using a Client Site specific passcode.
- Exhibit shared passcode for general Exhibitor management. Should only be briefly needed to pay and assign license slots
- Licensed Leads User using the email address and passcode assigned by the Exhibitor manager or OSIT/client staff person.
First Steps for Leads v3
Create stub directories, pages, and other supporting files for each primary tab, and each primary section within each tab, and for viewing a specific Lead (Exhibit Tracking).
Once we have that looking good, then we can add the functionality. So we are kind of laying out the framework and pre-documenting (commenting) the files as we go.
For Reference if Needed
Known goodish reference version of Leads v2ish:
d1021e2822 November 19, 2025 at 10:45 PM
Hopefully that is not needed...