Setup Lead Capture

This guide takes you through the process of setting up Lead Capture for a project in the Core.

 Setup-Flowchart-Capture_2.png

1) Create your project

  1. Contact your Entegy Distributor

2) Setup your exhibitors

  1. Create exhibitor content pages
  2. Generate access codes 
  3. Configure exhibitor lead exports

3) Load attendees

  1. Upload your attendee profile data to the Core 
  2. Confirm badge requirements 

4) Who scans?

There are two options for scanning attendees at exhibitor booths

  1. Confirm how attendees will be scanned exhibitors or attendees

Exhibitor to scan

  1. Export exhibitor codes to send to exhibitors
  2. Exhibitor staff to download the Capture app
  3. Communicate to exhibitors how to use the Capture app

Attendees to scan

  1. Enable QR Scanner 
  2. Create Capture QR codes 
  3. Print out codes for scanning
  4. Communicate to attendees how to scan