Visit Connect embedded in Grip

This guide explains how to set up Visit Connect for your event by ensuring the necessary configurations are made in both Visit and Grip.

If you’re using Visit by GES for registration, you’ll need Visit Connect for badge scanning. Visit Connect is a powerful tool that allows exhibitors to scan badges, capture lead notes, and share information across their teams. To make this process seamless, we’ve partnered with Visit to enable event participants to use Visit Connect directly from within the Grip mobile application.

What’s covered in this article

• Requirements for Setting Up Visit Connect
  • Data in Visit
  • Grip Requirements
• Grip requirements
• How to Create a Custom Field (CF)
• Setting Up Embeddable or Website URLs
• Importing VISIT Connect URL

Requirements for Setting Up Visit Connect

Data in Visit

Before using Visit Connect, ensure all exhibitor and exhibitor representative data exists within the Visit platform.

This data can be added to Visit using one of the following methods:

• Manual upload
• API integration
• Data import

If you have any questions about adding data to Visit, contact your Visit representative for assistance.

Grip requirements

There are a few prerequisites before integrating Visit Connect with Grip. These include:

• Creating a Custom Field (CF) to store unique Visit Connect URLs for each participant.
• Configuring Navigation Items in Grip to use personalized URLs linked to Visit Connect.

How to create a custom profile field

Each event participant using Visit Connect will have a unique URL associated with their profile. This URL, generated in Visit, must be stored in a Profile Field (PF) within Grip.

Steps to Create the PF:

1. Go to the Custom Fields Section: Navigate to the Custom Fields area in Grip.
2. Create a New Field: Configure the field with the following settings:
   • Profile field not visible: Ensure participants cannot see the field.
   • Profile field not editable: Prevent participants from editing the field.
   • Profile field not filterable: Exclude this field from filters.
   • Profile field can be used as Embeddable or Website URL: Enable this setting to allow the field’s data to be used for personalized links.
3. Set Input Type to Freeform: Select “free-form only” as the input type.
4. Name the Field: Provide a clear name for the field (e.g., “Visit Connect URL”).
5. Assign Types: Choose the appropriate Data Types (e.g., Exhibitors or Representatives).
6. Save the Field: Once configured, click Create to finalize the setup.

Setting up embeddable or website URLs

To make Visit Connect accessible for event participants, create a Navigation Item in Grip. This item will use a personalized URL linked to the PF created in the previous step.

Steps to create the navigation item:

1. Add a New Navigation Item: In the Grip dashboard, create a new Navigation Item.
2. Select URL Type: Choose Embeddable URL or Website URL depending on how you want the link to display.
3. Insert the Personalized URL:
   • Use the PF created earlier as the source for the personalized URL.
   • If the PF setup was correct, you’ll see it listed as an available option.
4. Finalize Navigation Item Settings:
   • Select an appropriate icon for the Navigation Item.
   • Assign it to the relevant Data Types (e.g., Exhibitors).
5. Save the Navigation Item: Once everything is configured, click Save.

Importing Visit Connect URLs

To complete the integration, import the unique Visit Connect URLs into Grip.

Steps to import Visit Connect URLs:

1. Map the PF to the Source Data:
   • In the Map Data section of the Grip dashboard, map the Visit Connect URL field (e.g., visitor.visitor-connect-url._text) to the PF you created.
   • Ensure that the URL ends with ?embedded=true. If it doesn’t, add ?embedded=true to the end of the URL during the mapping process.
2. Verify Data Format: Ensure that the URL does not include spaces or unsupported characters.
3. Complete the Integration: After mapping the PF, proceed with the rest of the integration configuration as normal.