This article takes you through the exclusive and non-exclusive meetings definition and requirements.
What does Exclusive and non-exclusive meeting mean?
Exclusive Meeting: Where there are 2 buyers from the same company; only 1 of the buyers meets with 1 specific supplier. Meetings are unique between the buyer and supplier. Exclusivity can be set up for all the types or only 1 type.
|Company||Buyer: Grip||Supplier: Microsoft|
|Representatives||Kate and Maria||Jack Harry|
Non-exclusive meeting : Where there are 2 buyers from the same company; they both can have a separate meeting with a specific 1 supplier. HB platform is by default set on Non-exclusive meetings.
|Company||Buyer: HSBC||Supplier: Microsoft|
|Representatives||Howard Jackson and Sara Martin||Jack Harry|
What are the requirements in order to set an Exclusive meeting in Grip?
The requirements are as follows:
|exhibitor_id||Any value||This is the same as FF exhibitor ID|
||These values are hard coded and must be added exactly as explained|
- Exhibitor ID
- Metadata Key: "wwe_meetings_unique"
- Metadata values: these values are hard coded and must be input precisely as
- Exclusive Meeting
- Non-Exclusive Meeting
"Exclusive Meeting" and "Non-Exclusive meeting" on the Grip dashboard are defined by the structured metadata “wwe_meetings_unique” and unstructured metadata “exhibitor_id”.
If a MustMeet platform requires the exclusivity function; the metadata above must be included in the user's data before the scores are pushed to H2H.
You can set the exclusive meetings for any type such as buyer, supplier , distributors and etc provided that they have an "exhibitor_id & wwe_meetings_unique”.
What are the requirements in order to set a Non- Exclusive meeting in Grip?
No action is required. MustMeet platform is by default set on non-exclusive. if an event does not have an exclusivity option, the PM does not need to add anything. No "exhibitor_id & wwe_meetings_unique” are required.
The client is asking to implement the exclusive meeting function, what should I do?
- Ask the client to assign an exhibitor Id to those users who are from the same company and who are going to have unique meetings
- Ask the client in the API or on the data sheet to define the users who are supposed to have unique meetings by adding "Exclusive Meeting" or "Non-Exclusive Meeting" values in a column next to their email column. If this information comes from API, ask the organiser to define this.
|Name||Reg Id||Exhibitor Id||Exclusive Or none exclusive?|
|Howard Jacksonemail@example.com||H001||Exclusive Meeting|
|Sara Martinfirstname.lastname@example.org||H001||Exclusive Meeting|
- add the "wwe_meetings_unique" metadata for the relevant type(s)
- Make sure that the metadata values are active
- Generate the scores
- Push the scores and data to H2H
- Generate meetings
Supplier A: HSBS is a buyer with multiple representatives, every one of them is specialised in different areas. Both Howard and Sara should be able to meet with jack if they want to. How do I configure the system for this?
This is a non-exclusive meeting scenario. This means that Both Howard and Sara could potentially meet with jack. No need to set up anything on the Grip dashboard. Smart scheduling is by default set on Non-Exclusive meeting.
Supplier A: HSBS is a buyer with multiple representatives, if Howard has a meeting with Jack; there is no need for Sara to have a meeting with jack; only one of the buyers is enough to meet with Jack. How do I configure the system for this?
1- Assign Sara and Howard an exhibitor ID > H001
2- Add the ""wwe_meetings_unique" metadata to the buyer type
3- Add the metadata values:
- Exclusive Meeting or
- Non-Exclusive Meeting
4- Assign "Exclusive Meeting" to Howard and Sara's profile
5- Add "Non-Exclusive Meeting" to those users who do not have exclusive meetings OR leave it blank. Because if this metadata is not there, they are considered "Non-Exclusive Meeting" by default.
Here is diagram of the process: