Setup Lead Capture

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

setup-flowchart-lead-capture.png

1) Create your project

  1. Contact your Entegy Distributor

2) Confirm Profile Requirements

3) Confirm Scan Method

  1. Method 1: Exhibitors Scan Attendee Badges/Tickets
  2. Method 2: Attendees Scan Exhibitor Scan Points
  3. Method 3: Exhibitors to scan attendee badges/tickets, and attendees to scan exhibitor scan points

4) Setup Exhibitors

  1. Create exhibitor content pages
  2. Configure qualifying questions
  3. Confirm profile fields for exhibitor exports
  4. Set Capture app branding

5) Load Attendee Profiles

  1. Upload your attendee profile data to the Core
  2. Confirm attendee code scanning

6) Configure Exhibitor Access Method

There are two options for exhibitor login to the Capture app

  1. Exhibitor Access Code
  2. Personal Login Details

7) Test

8) Communication

  1. What do attendees and exhibitors need to know about Lead Capture? 
  2. Communicate to exhibitors how to use the Capture app

9) Setup Complete