Each event in which you are collecting leads (A lead is a person who represents a sales opportunity for your company) needs to be activated in the Visit Connect portal. This task explains how a new user can create a Visit Connect account while activating a scan licence.
NOTE: If you've already used Visit Connect and/or Visit Partner at a previous event, then you should already have an account and can skip this task. In this case, you can go directly to Add a new event.
To create your Visit Connect account, you'll need the order confirmation email you received after you ordered your Visit Connect licence(s).
For help finding your Visit Connect order confirmation, see I can't find my order confirmation.
- From the order confirmation email you received after order your Visit Connect licence(s), click on the invitation link near the top of the email's body text.
- You'll be taken to a page that looks like this:
To create a new account, select Create a New Account, and fill in the form with basic user information like your name and email address. Change any pre-filled fields as needed. Once you've created your new account, you will be logged in to the Visit Connect portal.
NOTE: You may receive a warning when creating your account that your username is already in use. If that is the case, refer to our FAQ section for help.
Keep note of your user name and password for logging in to this account in future, and keep in mind that the email address is important for using this account including in case of a forgotten password.
- Having logged in to Visit Connect, you should see the Add new event dialogue. Check the box and click .
Now that you are logged in as a Visit Connect user you can access useful features related to lead collection, such as edit questions before an event and view details, edit or export lead data post-event. The exact options for your event are determined by choices made by the event Organiser.
If you only wish to view and export leads, then you can use a different link from the order confirmation to access or download your leads without logging in. See Accessing leads only in Visit Connect for more details.