This guide takes you through the process of setting up Lead Capture for a project in the Core.
1) Create your project
- Contact your Entegy Distributor
2) Confirm Profile Requirements
- Method 1: Exhibitors Scan Attendee Badges/Tickets
- Method 2: Attendees Scan Exhibitor Scan Points
- Method 3: Exhibitors to scan attendee badges/tickets, and attendees to scan exhibitor scan points
4) Setup Exhibitors
- Create exhibitor content pages
- Configure qualifying questions
- Confirm profile fields for exhibitor exports
- Set Capture app branding
5) Load Attendee Profiles
6) Configure Exhibitor Access Method
There are two options for exhibitor login to the Capture app
7) Test
8) Communication
- What do attendees and exhibitors need to know about Lead Capture?
- Communicate to exhibitors how to use the Capture app
9) Setup Complete