Setup Lead Capture

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

1) Create your project

1. Contact your Entegy Distributor
2. Activate Lead Capture Update

2) Confirm Profile Requirements

3) Confirm Scan Method

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. Confirm profile login method
2. Upload your attendee profile data to the Core
3. Confirm badge requirements 

6) Login Method

There are two options for exhibitor login to the Capture app

1. Confirm how exhibitors login to the app

Login Details

1. Add team members
2. Send login details to exhibitors

Exhibitor Code

1. Create registration form
2. Generate exhibitor access codes to send to exhibitors

7) Communication

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

8) Setup Complete - Test