Setup Lead Capture Update

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

Resized_Setup-Flowchart-Capture2.png

1) Create your project

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

2) Load attendees

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

3) Setup your exhibitors

  1. Create exhibitor content pages
  2. Configure qualifying questions
  3. Confirm profile fields for exhibitor exports

4) 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
  3. Communicate to exhibitors how to use the Capture app

Exhibitor Access Code

  1. Create registration form
  2. Generate exhibitor access codes to send to exhibitors
  3. Communicate to exhibitors how to use the Capture app