Lead Capture Setup Considerations

There are some things to consider when running Lead Capture at your event. These considerations include scan method, and how exhibitors will be accessing the Capture app. How you plan to run Lead Capture at your event will guide you to best configure your project.

Scan methods for Lead Capture

It is important to consider how your attendees and exhibitors will be using Lead Capture during the event. Outlined below are the various ways Lead Capture can be used at your event.

Once your scan method has been confirmed, consider what you are intending to scan at your event.

Method 1: Exhibitors Scan Attendee Badges/Tickets

The most common scan method for Lead Capture is to allow exhibitors to capture their own leads by scanning attendee badges/tickets. Scanning through the Capture app allows exhibitors to be responsible for collecting their own leads. Exhibitors will often require a conversation with an attendee before capturing them as a lead to ensure the lead is genuine.

Considerations:

  • How will exhibitors access the Capture app?
  • What do attendees need to know about scanning?
  • What do exhibitors need to know about Lead Capture?


Method 2: Attendees Scan Exhibitor Scan Points

Scan points refer to QR codes placed around the venue and on exhibitor booths. These can be placed around the venue to track attendee flow through the event or can be used in place of an exhibitor choosing not to use Lead Capture. If using this scan method, it is common that exhibitors will not have control over which attendees are using the scan points, creating leads that are not genuine. Instead, the data collected would be useful for post-event statistics such as attendee flow, the most popular booth etc.

Considerations:

  • Will exhibitors have access to attendee data post-event?
  • What do attendees need to know about scanning?
  • What do exhibitors need to know about Lead Capture?
  • Setup Event App and QR Scanner


Method 3: Exhibitors to scan attendee badges/tickets, and attendees to scan exhibitor scan points

Using a combination of both exhibitors scanning with the Capture app and scan points allows for the best of both worlds. Exhibitors can capture genuine leads on their booth, and attendees can scan the QR codes around the venue to track attendee flow or participate in a passport competition.

Considerations:

  • How will exhibitors access the Capture app?
  • What do attendees need to know about scanning?
  • What do exhibitors need to know about Lead Capture?
  • Setup Event App and QR Scanner

 

Exhibitor Access Method

Exhibitor staff must login to the Capture app to access all features. This can be done by using a team exhibitor code and completing a signup form or by using their supplied personal login credentials. 

The most suitable option for your event depends on whether your exhibitors will already be pre-registered with profiles in the CMS or not.

Note: Both options can be configured for an event if required.

Method 1: Exhibitor Code - For exhibitors who have not registered

Exhibitor Codes can be generated in Lead Capture. These codes can be distributed to Exhibitors who do not have profiles in the Core. Upon login, exhibitors will be required to complete a Capture signup form.

Considerations:

  • How will exhibitors know how to access the Capture app?
  • What information will you be collecting through the Exhibitor Signup form?
  • Will exhibitors be emailed login details for the Capture app upon completing the signup form?


Method 2: Personal login details - For exhibitors who are pre-registered with profiles in the CMS

Personal login details are assigned to all profiles in the Core and are controlled by the Project Login and Authentication Settings. Login settings are shared across the Entegy suite, therefore these are the same login settings for the event App.

Considerations:

  • How will exhibitors know how to access the Capture app?
  • Will exhibitors also have access to an event app?
  • How clean is my profile data? If data is not clean, this might not be the best option