2.7 Testing your event setup before the show

Before your event begins, test your setup in the app. Catch problems now, not on the exhibition floor.

The dry-run checklist

1. Add yourself as a user. If you haven’t already, add yourself under Users in the console. You’ll need to be a user to see the app experience.

2. Open the app and check the home screen. You should see your event name. If you see “General (No event)”, link yourself to the event in the console and tap Sync Now in the app.

3. Tap + to add a new interaction. Don’t save — just verify that your Data Modules appear correctly across all three tabs (Information, Discussion, Action).

4. Check the order and wording. Are the module titles clear? Are the choices in the right order? Anything confusing should be fixed now in the console.

5. Test a message template. Create a test interaction (you can scan your own business card). Then try sending a follow-up email and WhatsApp message. Verify the template looks correct and the variables fill in properly.

6. Verify assignees and follow-up actions. In the Action tab, confirm that your assignees and follow-up action types are listed.

7. Check that all users are linked. In the console under Users, verify every booth team member is enabled and linked to the correct event.

Pro tip: If you make any changes to Data Modules, templates, assignees, or follow-up actions after users have started using the app, ask them to tap Sync Now in the app’s menu to see the updates.

Next steps

• Preparing your team: what to tell your booth staff (2.8)

• What your booth staff see in the app (3.2)

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561.