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USER MANUAL EUMATCH PLATFORM EU MATCH
19

E U M A T C H P L A T F O R M U S E R M A N U A L

Jun 09, 2022

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Page 1: E U M A T C H P L A T F O R M U S E R M A N U A L

USER MANUAL EUMATCH PLATFORM

EUMATCH

Page 2: E U M A T C H P L A T F O R M U S E R M A N U A L

Registration process

EUMATCH

Page 3: E U M A T C H P L A T F O R M U S E R M A N U A L

C L I C K O N T H E L I N K :H T T P S : / / I N B U Y E R . P R O M O S I T A L I A . C A M C O M . I T / L O G I N . P H P ? I D E = 3 2 0

I F Y O U A R E N O T R E G I S T E R E D Y E T C L I C K O N R E G I S T E R

I N S E R T Y O U R V A T C O D E O R C O U N T R Y T R A D E L I C E N S E :

E U C O M P A N I E S : V A T C O D E ( E X . : D E 9 9 9 9 9 9 9 9 9 )

E X T R A E U C O M P A N I E S : C O U N T R Y T R A D E / B U S I N E S S L I C E N S E

S E L E C T Y O U R P R O F I L E : B U Y E R

A C C E S S T H E E U M A T C H M A T C H M A K I N G P L A T F O R M E N T E R I N G U S E R A N D

P A S S W O R D R E C E I V E D F R O M T H E E M A I L A D D R E S S

N O R E P L Y @ P R O M O S I T A L I A . C A M C O M . I T

REGISTRATIONPROCESS

You will be able to start browsing the platform as soon as your profile is approved by theback office, you will receive a confirmation email

If you already registred in thepast EUMatch edition log inwith your previouscredentials, all yourinformation will beautomatically updated.

Page 4: E U M A T C H P L A T F O R M U S E R M A N U A L

REGISTRATIONPROCESS -

VISUAL GUIDE

Page 5: E U M A T C H P L A T F O R M U S E R M A N U A L

Profile and settings

EUMATCH

Page 6: E U M A T C H P L A T F O R M U S E R M A N U A L

As soon as the profile is approved, log in again with yourcredentials. Get into the configuration section from the leftmenu and fill in your company profile in English

After filling in the required fields, please flag the publishedbutton and confirm with the pink one at the bottom of thepage to make the entered data visible to the sellers

COMPANYPROFILE

1.

Fill in the companyprofile

If you have already joined an event of the same sector or the previous edition of the EUMatch project and you loggedin with the same credentials, this section will be pre-filled. You can always change everything in it.

Page 7: E U M A T C H P L A T F O R M U S E R M A N U A L

Access the buyer requests section from the configurationmenu on the left

Click on add to enter the items you would like tosearch and buy. Add as many requests as youwish. Remember to do it in English, it will beyour business card! If you already had a profile,click on import.

2. BUYERREQUEST

Fill in the buyerrequest section

After filling in therequired fields, clickpublished and confirmto make the entereddata visible

Page 8: E U M A T C H P L A T F O R M U S E R M A N U A L

To set your availabilities, click on the configuration menuand click on settings.By selecting the date from the scrolling menu, click on theslots you are NOT available. The boxes will turn pink

3. SETTINGS

Set your calendarwith your

availabilities

Es. You are not available on 3 May at 10.30 am

In this way, companies will not be able to request appointments whenyou are not available.

Page 9: E U M A T C H P L A T F O R M U S E R M A N U A L

Search your partner

EUMATCH

Page 10: E U M A T C H P L A T F O R M U S E R M A N U A L

4. SEARCH YOURPARTNER

C L I C K O N S E A R C H Y O U R P A R T N E R

S E L E C T T H E P R O F I L E O F Y O U RI N T E R E S T A N D C L I C K O N V I E W T OA C C E S S T H E P R O F I L E

To find your partner, use the available filters that willappear and click the search button to bring up a list ofpotential sellers

Page 11: E U M A T C H P L A T F O R M U S E R M A N U A L

4. SEARCH YOURPARTNER

chat or request anappointment

O N C E I N T H E P R O F I L E , C H E C K T H E C O M P A N Y P R O F I L E A N D

R E Q U E S T A N A P P O I N T M E N T O R S E N D A M E S S A G E

H E R E Y O U C A N F I N D A L L T H E S O C I A L A N D W E B

R E F E R E N C E S O F T H E C O M P A N Y .

Once a seller has beenresearched and selected,

you can send a message orrequest an appointment via

his profile.

Page 12: E U M A T C H P L A T F O R M U S E R M A N U A L

Meeting requests

EUMATCH

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N.B Italian companies will beable to request you an

appointment or send youmessages, keep updated

your calendar (see section3) and monitor your inbox or

the matching in progresssection (section 6)

5. REQUEST AMEETING / SEND

A MESSAGE

R E Q U E S T A N A P P O I N T M E N Tclicking on request an appointment a calendar will open, select the date fromthe scrolling menu and the time by clicking on it. Then click on Request anappointment

Now wait for the seller's response and find out in the next section how tomonitor the status of your appointments directly on the platform.

You will always be notified by email for any requests ofappointments, messages and for confirmations or refusals!

This section will also be accessible from the left menu in thechat section.

S E N D A M E S S A G E

You can also send a message to the seller.

Page 14: E U M A T C H P L A T F O R M U S E R M A N U A L

check your B2B status

In this section you can check all your appointments, both the requests sent andthose received. The section will appear as a large calendar, divided by days.

6. MATCHING INPROGRESS

Here you can manage your appointments: confirm, reject or reschedule them.

Page 15: E U M A T C H P L A T F O R M U S E R M A N U A L

If you receive an appointment request you will both receive an email and you will be notified on the platform. Inthe matching in progress section, you will see the request on the day with the word PENDING. Click on CONFIRMTO ACCEPT IT.

Once the appointment is confirmed by the seller, the word confirmed and a blue camera will appear, thecamera will become clickable 5 minutes before the meeting. Click on it to go directly to the meeting.

A C C E P T A N A P P O I N T M E N T R E Q U E S T

S E N D A N A P P O I N T M E N T R E Q U E S T

after sending an appointment request, as described in section 5, the same message pending will appear. In thiscase, the seller will have to accept or decline the appointment.

Once the seller has confirmed the appointment, an email will be sent to you and in the matching in progess sectionthe word confirmed will appear with the same blue camera. Click on it to access the meeting

Page 16: E U M A T C H P L A T F O R M U S E R M A N U A L

If you receive an appointment request from a seller but you would like to change the proposed date or you are notinterested, click on reject and select an option from those proposed (required):

R E F U S E A P P O I N T M E N T A N D / O R C H A N G E D A T E

At this point an email will be sent to the seller notifying the change of status of the meeting,

The reason for the refusal will remain visible in the platform too, in the Matching in Progresssection next to the meeting, together with the word refused.

This procedure will be the same for the seller. In case your appointment request is rejected you will receive an emailwith the refusal reason. The motivation will also be visible on the platform, as reported above

I am not available at this timeI do not deal with your productsI already have your product in my catalogue, evaluating new suppliers is not a priority at themoment

Page 17: E U M A T C H P L A T F O R M U S E R M A N U A L

How to handle your B2B Room

EUMATCH

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As soon as you enter the room by clicking on the camera you will find the participants' boxes on theright side and you will have various functions available, visible at the bottom of the screen:

Chat between participants by clicking on the first icon (1) on the left you will be able to open achat, both public for all participants, and private.Volume (2) microphone (4) and video (6) settings.Invisible option green dot when visible (3), which allows participants to appear as absent(microphone and camera are disabled)Screen sharing by clicking on the penultimate button on the right (7), you will have the option toshare the screen to all participantsSignal quality display for each participant (above their own image and green indicators relatedto signal strength are shown

1.

2.3.

4.

5.

7. Your B2B Room - technical information

N.B When accessing the system you must necessarily allow access to theaudio / video resources from the browser. Not allowing access toresources will not allow you to use the system. Here is an example screen

Page 19: E U M A T C H P L A T F O R M U S E R M A N U A L

We remain at complete disposal in case of need. Do not hesitate to contact us at

[email protected].

EUMatch Team