how to guide...you’ll start by creating your profile via a link on the wwin website or email sent...

How to Guide

• Access the Platform• How to login for the first time?

• Available Features: Your Profile & Schedule

• How to edit my profile?

• How to manage my availability?

• How does the Event Agenda work?

• How to view my personal event schedule?

WWINdow Shopping How

to Guide

Summary

Available Features: Networking• How to network?

• How to chat?

• How to find profiles relevant to you?

• Products, Showrooms (Companies), Showroom Representatives (Vendor Reps) & Buyers

• How to request a meeting?

• with a company, specific showroom rep or buyer• How to accept a meeting request?

• How do Virtual Meetings work?

ACCESS THE PLATFORM

LOGIN


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How to login for the first time?

You’ll start by creating your profile via a link on the WWIN website or email sent from the WWIN team.

Once you answer a few quick questions about yourself, you’ll receive an email (like the one on the right).

• Subject line: Welcome to WWINdow Shopping – your credentials are here!

• From email: [email protected]

That email will include your Registration ID and a link to log into the portal.

Once you arrive at the login page:

• It will request your Badge/Registration ID

• Then you’ll be prompted to create a password for your account.

Note: If you don’t see this email in your inbox, please check your spam or contact Kenzie Jones at [email protected]

Part I of

II

Once you’re logged in, complete your profile by answering a few, simple

questions about you and your company.

Then, consent to sharing data with the platform and you’re ready to start

WWINdow Shopping!


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How to login for the first time?

Part II of

II

AVAILABLE FEATURES

Your Profile & Schedule

Click “Profile” – located at the top right-hand corner of the page to

access your profile.


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How to edit my profile?

Here you can add a headshot, edit

your personal information, add

additional information, etc.

• Click “Profile” – located at the top right-hand corner of the page to access your profile.

• Then click “Manage My Availability” on the left navigation bar to keep your calendar up-to-date of days/times you’re available to meet.


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How to manage my calendar availability?

Part I of

II

Once you select “My Availability,” you’ll see the screen on the right:

• A box will pop-up with the event schedule.

• Times will automatically adjust to your time-zone.

• Other participants (buyers & exhibitors) can request a meeting with you during the dedicated meeting times, and whenever you are marked as “Available.”

• To block off time, just toggle each

time block, or an entire day. Note: If your schedule changes, you can always suggest a new time for a meeting with a fellow event participant.


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How to manage my calendar availability?

Part II of

II

• Click the “Home” button on the top right of the page

• Then click “Event Agenda” (either on the left menu or the main menu in the middle) to view your agenda for the entire week.


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How does the Event Agenda work?

Part I of

II

• To quickly add a session (either a WWIN webinar or exhibitor’s live demo session) to your personal event agenda, click the calendar icon to the right of the session title.

• To view full session details, click the session title.

• Then click “Add to Schedule”.

• Once the session is added to your schedule, the “Watch Live Stream” button will appear.


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How does the Event Agenda work?

Part II of

II

• On the main/homepage, click “My Schedule” on the left navigation panel.

• All meetings (accepted, pending, awaiting approval), will show here as well as any sessions you’ve added to your schedule.

• You can filter your view by date or meeting status (accepted, pending, awaiting response, denied).


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How to view my personal schedule?

AVAILABLE FEATURES

Networking

• Click the “Home” button on the top right of the page

• Then click “Network” from either the menu on the left or on the main menu in the middle, to view the profiles recommended for you.

• You can also click “Recommended for You” or “Interested in You” on the top left.


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How to network?

Part I of

II

Based on your profile and other participant profiles, the “Recommended For You” section will show profiles of brands, products & other buyers who the platform matches you with.

• Meet opens a pop-up window to request a virtual meeting with either an individual or a company.

• Interested shows the event participant that you are interested in learning more about the company, product or individual.

• Skip removes the event participant from showing on the “Recommended For You” list.


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How to network?

Part II of

II

There are two ways to initiate a chat with company, Showroom (vendor) Representative or fellow buyer.

1. Add a chat message to a meeting request.

2. Simply select the “chat” button on an individual’s or company’s profile.

Click the “Chat” button to initiate a conversation. A box will appear in the lower right of your browser window.

If you chat with a company, any of the Showroom (vendor) Representatives associated with that company will be able to reply back to your Chat.

This is a great option if you had an initial question without knowing who at the company you should meet or interest with!

You will receive an email notification if someone sends you a chat, or if someone replies to your chat.


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How to chat?

To find specific products:

• On the left navigation bar, under the “More” section, select “Products”

• Then select the downward arrow to filter by specific types.

• Here you’ll be able to search for specific products that meet your needs by filtering by product category, location & more.

How to find Products relevant to you?


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How to find Company listings relevant to you?

To find and connect with specific companies:

• On the left navigation bar, under the “More” section, select “Showroom Listings”


• Here you’ll be able to search for specific companies/brands that meet your needs by filtering by product category, average price-point, shipping turnaround times, location & more.


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How to find Showroom Rep profiles relevant to

you?


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To find and connect with representatives from specific companies:

• On the left navigation bar, under the “More” section, select “Showroom Representatives”


• Here you’ll be able to search for specific company reps that you may want to connect with. You can use this if you’re looking for a specific contact. **Keep in mind that you can always send chats or connect with companies and a rep will reach back out to you!

How to find Buyer profiles relevant to you?


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To find and connect with fellow buyers:

• On the left navigation bar, under the “More” section, select “Buyers”


• Here you’ll be able to search for specific buyers that you may be interested in connecting with –based on their location, company or title. This is a great way to build your network, share ideas and best practices with other buyers!


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How to request a meeting with a Company?

To request a meeting with a Company:

• Once you navigate to a Company profile/Showroom, there will be a Request Meeting button (to the right).

• You can select who from the company you want to meet with, and it will automatically include times that are available for them.

• If you don’t know who from the company you want to meet with specifically – that’s ok! The invite will be sent to the full team and someone will respond.

This is a great option if you find that the first person from a particular company doesn’t have a lot of available meeting time. You can quickly change who from the company you can meet with!

To request a meeting with a specific Showroom representative:

• From the list of Showroom Reps, you can click “Meet”, a box will pop-up with the event participant profile on the right.

• The scheduling tool will only show times that are available for both participants. Select a time that works for you.

• You can add a message, then click “Request Meeting.”

• They will then receive an email prompting them to accept, decline, or suggest a new time.

• Once the meeting has been accepted, you will also receive an email and it will be confirmed on your WWINdow Shopping calendar.


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How to request a meeting with a Showroom

Rep?


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How to request a meeting with a Buyer?

To request a meeting with a fellow buyer:

• From the list of Buyers, you can click “Meet”, a box will pop-up with the event participant profile on the right.

• The scheduling tool will only show times that are available for both participants. Select a time that works for you.

• You can add a message, then click “Request Meeting.”

• They will then receive an email prompting them to accept, decline, or suggest a new time.

• Once the meeting has been accepted, you will also receive an email and it will be confirmed on your WWINdow Shopping calendar.

You can either accept a meeting request via (1) the email notification or (2) within the platform.

• To accept via email notification, click “Accept” in the email.

• To accept via the platform, click “My Schedule” on the left navigation panel. Then filter by “Meeting Status” to view all meeting requests still awaiting a response.

Note: You can also decline or reschedule within the platform.


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How to accept a meeting request?


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How do Virtual Meetings work?Once you have a meeting scheduled:

• You will receive an email reminder 10 minutes before the meeting is set to begin with a link to join the virtual meeting room.

• You can also join directly from the platform. Under “My Schedule”, click the meeting details. The “Open Virtual Meeting Room” button will become active 5 minutes before the meeting starts.

• The virtual meeting room will open a new tab on your computer and your browser will request access to your microphone and camera.

Note: Google Chrome is the preferred browser for Grip Virtual Meetings.

Have additional questions or need help?

Contact Kenzie Jones at [email protected]

how to guide...you’ll start by creating your profile via a link on the wwin website or email sent...

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