Exhibitor Portal Test Login Checklist

SOP: Post-Exhibitor Signup Portal Verification

Objective

Verify that an exhibitor’s portal experience is configured correctly after signup by logging in as the test exhibitor and checking all critical pages, balances, tasks, booth staff registration, and custom content. This SOP helps ensure the exhibitor sees only the correct information and can complete expected actions without issues.

Key Steps

1. Log in as the test exhibitor 0:02

• Use the confirmed welcome email and order confirmation email to obtain the test user’s login credentials.

• Log in to the exhibitor portal as the test exhibitor.

• Confirm you are viewing the portal from the exhibitor’s perspective before testing any content or functionality.

2. Review portal content across all pages 0:13

• Navigate through each page in the exhibitor portal.

• Verify that all expected content is present and displayed correctly.

• Check for missing sections, incorrect text, broken layout, or anything that should not appear to the exhibitor.

3. Verify invoice and payment visibility 0:20

• Check whether open balances are visible to the exhibitor.

• Confirm the exhibitor can access invoices through the portal or via the My Orders area.

• Verify that paid and unpaid invoices display correctly.

• If applicable, confirm the exhibitor can see and use the payment option for open balances.

4. Test exhibitor tasks and task completion 0:39

• Open the tasks area and review the tasks shown to the exhibitor.

• Confirm the tasks match the exhibitor’s sponsorship level or assigned package.

• Submit a task to verify the workflow works as expected.

• Check that completed and overdue tasks display properly.

• Repeat the process as if you were the exhibitor to ensure the experience is intuitive and accurate.

5. Register booth staff and confirm required fields 1:10

• If booth staff registration is enabled, test the booth staff allocation process.

• Register an actual booth staff member using the exhibitor portal.

• Confirm all required fields appear during registration.

• Verify the form captures the information you expect exhibitors to provide.

6. Check add-ons, resources, and custom pages 1:36

• Review add-ons, resources, and any custom pages included in the exhibitor portal.

• Confirm all images display correctly.

• Verify inventory and available options are accurate.

• Ensure these items match what was configured during exhibitor signup.

7. Final end-to-end portal review 2:02

• Perform a final click-through of the exhibitor portal.

• Confirm the exhibitor sees only the content and actions they should have access to.

• Document any missing content, incorrect permissions, or broken functionality for correction before launch.

Cautionary Notes

• Do not assume the portal is correct based only on signup configuration; always verify by logging in as the exhibitor.

• Pay close attention to sponsorship-level differences, since tasks and access may vary by exhibitor type.

• If invoices or payment options are visible, confirm they reflect the correct balance status.

• Ensure booth staff forms do not expose unnecessary or missing fields.

• Review custom pages carefully, as these are common areas for missing images or incorrect inventory.

Tips for Efficiency

• Use a checklist while clicking through the portal so no page or feature is missed.

• Test with one representative exhibitor from each sponsorship level if possible.

• Capture screenshots of any issues immediately for faster troubleshooting.

• Reuse the same test account for repeat checks when validating fixes.

• Verify content in the same order every time: login, pages, invoices, tasks, booth staff, then custom content.

Link to Loom

https://loom.com/share/f3470962943149d7a65c37b6dfde331c