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Converge+ Resources

Converge+ Resources

Coffee Fest Converge+ Logo

Welcome to your go-to resource for getting the most out of Converge+ at Coffee Fest. Whether you're prepping before the show, scanning leads at the show, or diving into post-show insights, we've got you covered.

Before the Show

Set your team up for success - complete your onboarding and download the Coffee Fest mobile app before the show.

Blue Checkmark Set up your profile
Blue Checkmark Update your company info
Blue Checkmark Upload marketing assets
Blue Checkmark Add product info
Blue Checkmark Connect your CRM
Blue Checkmark Configure the recording consent language
Blue Checkmark Add your team members

Onboarding Step-by-Step Guide

Step 1:
Log in with your Exhibitor ID and Profile ID. You'll find these in your Converge+ onboarding email (subject line: Action Required: Complete Your Converge+ Set Up).
Step 2:
Update your contact details (if needed).
Step 3:
Add your company logo and company description.
Converge+ Log In Screen Converge+ Admin Profile Screenshot Converge+ Company Details Page Screenshot
Step 4:
Upload your marketing assets to quickly share while you're at the show. These can be sent in follow-up emails right from the show floor.
Step 5:
Upload your marketing assets to quickly share while you're at the show. These can be sent in follow-up emails right from the show floor.
Step 6:
Connect to your CRM to automatically sync leads, conversation recordings, and notes directly into your system. 
Converge+ Upload Marketing Assets Page Screenshot Converge+ Product and Services Details Page Screenshot Converge+ Connect Your CRM Screenshot
Step 7:
Assign your licenses to your team. Each person who is scanning at the show requires a license. Simply enter their email address so they can activate their licenses.
Step 8:
Review and edit the consent & legal disclaimer. Recording conversations requires consent. You will see our standard consent disclaimer and can edit it if you need to customize it for your company. What you enter here will be displayed in the scanning app before you turn on the recorder.
Step 9:
You're all set! You can log back in at any time to make changes.
Converge+ Add Team Member Screenshot Converge+ Add Team Member Screenshot  

Onboarding Video


 


 

During the Show

Capture leads and follow-up instantly - right from the Coffee Fest mobile app.

Scanning Video


 


 

After the Show

Log in to the Insights portal to review and export your leads and notes for easy post-show follow-up. You'll have access for 30 days after the show.

Insights Basic Step-by-Step Guide - Coming Soon!

Coming Soon!

Insights Basic Video - Coming Soon!

Coming Soon!