Administratively Processing a Lead Capture Payment

If the sales features are included in your contract, the event organizer can sell Lead Capture to exhibitors through the Lead Capture Exhibitor Portal. Alternatively, the event organizer can process a payment administratively. Note, exhibitor self-service is the preferred sales method since exhibitors automatically agree to all terms and policies during checkout. For more information about Exhibitor Portal sales, read this article.

Settings

The following settings must be configured in order for event organizers to process payments:

• Payment Processing (must be configured by a Cadmium Staff member) 
• Pricing – Set pricing tiers 
• Receipt – Configure billing details that display on the receipt and order confirmation

Additional Settings:

• Contact Information (required) – Provide support contact details for exhibitor questions 
• Terms & Policies (recommended) - Add custom, event-specific terms and policies

Administrative Sales 

Event organizers can process sales directly through the Lead Capture Admin Portal when necessary. This option is useful for: 

• Phone-based sales assistance 
• Onsite registration support 
• Processing purchases for exhibitors experiencing technical difficulties 
• Applying pricing adjustments not available through exhibitor self-service

Licenses

To administratively sell licenses:

1. Go to the Licenses page.
2. Select the Add License(s) button.
3. Select Paid License from the dropdown.
4. Select a Company/Booth. Note, only booths with the Type of 'License' on the Summary page will display in the dropdown.
5. Enter a quantity for the pricing you wish to apply to the order.
6. Select the Continue button to proceed to the order summary and checkout screen.
7. Complete the payment form and select the Submit button. 
   • An order confirmation email will automatically be sent to the booth admin. If the billing email entered on the payment form is different from the booth admin, that email will be cc'ed.
   • Access the receipt on the Receipts page. 
   • View licenses on the Licenses page; it may take a few minutes for licenses to be provisioned and the page may need to be refreshed.

Developer Kit

To administratively sell a Developer Kit:

1. Go to the Developer Kits page.
2. Select the Add Developer Kit button.
3. Select Paid Dev Kit from the dropdown.
4. Select a Company/Booth. Note, only booths with the Type of 'Developer Kit' on the Summary page will display in the dropdown.
5. In the Recipient Name field (optional), enter the name of the company the exhibitor is giving the Developer Kit to.
6. Select the Price.
7. Select the Continue button to proceed to the order summary and checkout screen.
8. Complete the payment form and select the Submit button. 
   • An order confirmation email will automatically be sent to the booth admin. 
   • Access the receipt on the Receipts page. 
   • View the booth's unique API Key on the Developer Kits page; it may take a few minutes for the API Key to be provisioned and the page may need to be refreshed.