Configure Lead Capture - Exhibitor Signup

Configuring Lead Capture for Exhibitor Signup / Exhibitor Team Access Code requires some key steps. If you are unsure which access method you wish to use for Lead Capture, please refer to the Setup Considerations here.

For the signup method, exhibitors are provided with both the Event Code and a unique Exhibitor Team Code that can be shared across all booth staff. Exhibitors can then use this to register their personal details and access the Lead Capture app.

This simple access method allows exhibitors to register as many team members as required and is a great setup when exhibitors are known for swapping out staff right before or during an event.

Each exhibitor team member who registers through the Lead Capture app automatically creates a profile in the CMS. If an exhibitor already has a profile, this will create a duplicate profile. It is recommended to create a separate field to help distinguish those exhibitors who registered through the Lead Capture app.

Key steps to configure Lead Capture for Exhibitor Signup include:

• Generate and Export Exhibitor Access Codes
• Create a Lead Capture Registration Form
• Lead Capture Communication Template for Exhibitor Team Code

 

Generate and Export Exhibitor Access Codes

Unique exhibitor access codes are required to login to the Lead Capture app. These codes will need to be generated so exhibitors can access the Lead Capture app.

To generate access codes

1. Navigate to Profiles > Exhibitor Teams from the Navigation Panel
2. Click Generate Blank Codes from the right-hand options on the Configuration Panel

To export exhibitor access codes

1. Navigate to Profiles > Exhibitor Teams from the Navigation Menu
2. If applicable, click Generate Blank Codes from the right-hand options on the Configuration Panel to populate codes
3. Click Export Exhibitor Codes from the right-hand options on the Configuration Panel

 

Create a Lead Capture Registration Form

A Lead Capture registration form can be used to signup exhibitor team members at your event who do not already have profiles in the Entegy CMS (e.g. are not pre-registered). When this option is enabled, a default form is auto-created and will need to be configured to suit the needs of your event.

To enable the Capture registration form

The Capture registration form option must first be enabled before the form can be configured.

1. Navigate to Lead Capture > Settings from the Navigation Panel
2. Select the Exhibitor Registration Form tab
3. Select Enabled from the drop-down
4. Click Save
5. Press F5 on your keyboard to refresh the page

To configure Lead Capture registration form

A simple registration form will be be created by default. This can be edited to capture the correct information. Navigate to Lead Capture > Settings from the Navigation Panel

1. Select the Exhibitor Registration Form tab
2. Click Edit Signup Form

Basic fields have already been set up for you. These include First Name, Last Name, Email Address and Profile Type. New fixed and custom fields can be added to the form if they are created in the Entegy CMS.

Click here to learn more about the registration form builder

 

To confirm profile types permitted

The default registration form will allow Exhibitors to select any profile type available in the Entegy CMS, however, the form can be edited to only permit one or a chosen number of preferred profile types. Permitting one profile type is recommended, i.e. Exhibitor or Lead Capture Profile Type.

Permitting one profile type option

Permitting only one profile type option will hide the option on the registration form. This will force the profile type to be assigned to all registrations created through this form.

1. Navigate to the Type question
2. Click the Pencil Icon
3. Navigate to Item Options from the list
4. Select Forced from the drop-down
5. Navigate to Forced Selection
6. Select the profile type you wish to force
7. Click OK
8. Click Save

Permitting multiple profile types options

Permitting multiple profile type options allows the exhibitor to select which profile type they feel is appropriate. As such, these options will appear in the registration form.

1. Navigate to the Type question
2. Click the Pencil Icon
3. Navigate to Item Options from the list
4. Select Filter from the drop-down
5. Select the Available Options
6. Navigate to Default Selection
7. If applicable, select the default options chosen
8. Click OK
9. Click Save