1. Entegy
  2. Lead Capture
  3. Capture App

Use the Lead Capture App - Exhibitor Guide

Lead Capture is a separate app that allows you to scan attendees’ QR Codes and collect their information, which can be exported post-event.

First, ensure you have downloaded the correct app. You must download the IGNITE LEAD CAPTURE app from the app stores (Apple or Google). If your event also has an Event App, make sure you are using the IGNITE LEAD CAPTURE app to scan and manage your leads at the event.

Below are some more details regarding how to use the Lead Capture app, including:

 

 

Download and Login to the Lead Capture App

Ensure you have the correct app downloaded and have any login or access codes handy that the event organiser may have provided.

Important: Please ‘allow’ camera access when prompted to enable QR scanning.

To download and login

  1. Download the Lead Capture app onto a mobile device (Apple or Google)

Capture_Ignite.png

To login to the Capture App

  1. Enter the unique Event Code
  2. Enter either:
    1. Exhibitor Code Enter the Exhibitor Code generated by the Core and be prompted to fill out a Capture Registration form
    2. Attendee Access Code Enter the Attendee Access Code generated by the Core (this is the same code that can be used to access the event App)
  3. Click Login

Login-options.png

Create custom qualifying questions in the Lead Capture app

Exhibitors using the Capture App are able to add their own qualifying questions to complete when capturing a lead. These questions are synced across the team and are best created before you start scanning any attendees.

Note: If a qualifying question is deleted, all data related to that question will be lost.

  1. Click Manage on the home screen
  2. Select Qualifying Questions from the list of options
  3. Click + to add a new question
  4. Select the type of question you wish to add
    1. Star Rating
    2. Yes/No
    3. Date Picker
    4. Long Text
    5. Short Text
    6. Checkbox
    7. Multiple Choice
  5. Add the Question and, if applicable, the response/s
  6. Click Save

QQ-in-app.png

Manage team members in the Lead Capture app

Exhibitors are able to manage their onsite team from within the Capture app. This allows you to invite staff to your organisation's exhibitor team to share lead data and view combined performance.

To manage team members in the Lead Capture app, you will need to be provided with your profile login details to access the app. Team members will also need to be created as profiles by the organiser before they can be added to your team.

To invite team members through Shared Exhibitor Team Code

If fellow exhibitor team members have not pre-registered for the event, you can easily invite them by sharing the team access code.

  1. Login to the Lead Capture app
  2. Click Manage on the home screen
  3. Select Manage Exhibitor Team
  4. At the top of this page you will find both the Event Code and Team Code, which can be shared with fellow team members. After entering these details, they will then be prompted to register their details in order to joint the team

To invite team members through scanning

Fellow exhibitor team members need to have pre-registered for the event, and have already downloaded and logged into the Lead Capture app to use this method.

  1. Login to the Lead Capture app
  2. Click Manage on the home screen
  3. Select Manage Exhibitor Team
  4. Click +
  5. Accept the conditions
  6. Click Add by Scan
  7. Scan the QR code of the team member you wish to add

To invite team members through email address

Fellow exhibitor team members need to have pre-registered for the event, and have already downloaded and logged into the Lead Capture app to use this method.

  1. Click Manage on the home screen
  2. Select Manage Exhibitor Team
  3. Click +
  4. Accept the conditions
  5. Click Add by Email
  6. Enter the email address of the team member you wish to add (this will need to be the email address associated with their profile in the Core)

To view team members

  1. Click Manage on the home screen
  2. Select Manage Exhibitor Team

Members who are part of the team and have accepted the invite are listed under Team Members. Those who are yet to accept the invitation are listed under Pending Team Members. This list will also display all available contact information for team members, managed from the Core.

 

Scanning and Managing Leads

To scan leads

At the event, you will mostly be using the SCAN button. This will open the camera and allow you to scan an attendee QR Code.

  1. Click Scan on the home screen
  2. Hold name badge roughly 20 cm from your device camera
  3. A green tick will indicate a successful scan
  4. Click Continue Scanning or Go to Attendee to complete answers to qualifying questions and notes

To manage leads

  1. Click Leads on the home screen
  2. Select an attendee’s name
  3. Click Notes or update answers to qualifying questions

Leads-List.png

To sync leads

All scans, notes and qualifying questions completed offline will be saved to your mobile device and synced automatically when you go online. To sync sooner:

  1. Click Sync of the home screen
  2. A green tick will indicate when your leads have been successfully synced

Export Leads

On the Main Menu, we can see the most recently scanned leads for the whole team as well as a tally of how many leads have been captured.

You can click on any attendee in this view to open their profile and add extra notes etc.

Alternatively, you can click LEADS on the bottom right corner to see a full list of leads. Use the search function to find a specific lead.

  1. Click Export on the home screen
  2. Select leads to export All Leads or My Leads
  3. Select team members to send leads to or add email address
  4. Click Submit

Export-Leads.png

To logout

  1. Click Sync on the home screen to confirm syncs are up to date
  2. Click Manage on the home screen
  3. Click Logout/Change Event 

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