Lead Capture FAQs

Table of Contents:

  1. What device operating systems work with Lead Capture?
  2. How can exhibitors login to the Capture app
  3. What do attendees and exhibitors need to know about Lead Capture?
  4. How do you control what profile data exhibitors can export?
  5. Why are email addresses and contact numbers not exporting from the Capture app?
  6. What if there is no WIFI?
  7. When do you need to sync lead data in the Capture app?
  8. Where can I view capture leads?
  9. Can I run a digital passport competition with the event App?

FAQs for Organisers:

  1. Where can I find my Event Code?
  2. How do I know I have the signup form enabled?
  3. Can I remove the ‘Access Code’ login method?
  4. How can exhibitors log back into the Capture app?
  5. How do I export personal access codes for exhibitor team members?
  6. My Capture app comes up with the message ‘Login Disabled’, what does this mean?
  7. How can my exhibitors view an attendee’s contact details in the Capture app?
  8. An exhibitor wants to add a new team member to their team onsite. How do I manage this?
  9. How can exhibitors export their leads report post-event?

FAQs for Exhibitors:

  1. I have logged out of the Capture app and can’t log back in. How do I access the app again?'
  2. What are Qualifying Questions and how can I use them?
  3. I want to update my team’s qualifying questions. What happens to the data collected if I add or remove a question?
  4. How do I scan and manage attendees using the Capture app?
  5. How can I view an attendee’s contact details in the Capture app?
  6. How can I export my leads?
  7. I have used the Capture app before and am logged in from a previous event. How do I logout?

 

FAQ: What device operating systems work with Lead Capture?

A: The Lead Capture app can be used on both iOS and Android devices.

Any iOS devices running at least iOS 8.0, and Android devices running at least Android 4.2 Jelly Bean (API 17), will support the Lead Capture app.

NOTE: For the best experience we recommend devices with resolutions of at least 720x1080, those with lower screen resolution may not display information on the screen correctly (Eg: Older Android devices, iPhone SE).

 

FAQ: How can exhibitors login to the Capture app

A: Exhibitor staff login to the Capture app using their supplied personal login details or by using a team exhibitor code and completing a signup form. The most suitable option for your event depends on whether your exhibitors will already be pre-registered with profiles in the Core or not.

Personal login details - For exhibitors who are pre-registered with profiles in the Core

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

Manage login and authentication settings 

Login-Access-Code_2.png

 Exhibitor Code - For exhibitors who have not registered

Exhibitor Codes can be generated in the Lead Capture Element. 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 registration form.

 Login-Exhibitor-Code-2.png

 

FAQ: What do attendees and exhibitors need to know about Lead Capture?

A: To ensure Lead Capture runs smoothly during your event, you may need to communicate to your exhibitors how to use Lead Capture, and to your attendees, so they know how it will work on the day. Below is a list of guides and templates to aid exhibitors using the Capture app, and attendees to explain why exhibitors are scanning them.

Exhibitor guides

Some simple mail merge word document templates have been created to make it easy to communicate to exhibitors how to access and use the Capture App. Once the fields in the template have been merged, these documents can be printed and placed on exhibitor booths ready for the event, or distributed to exhibitors pre-event.

Depending on how your exhibitors will be logging into the Capture app, choose the appropriate template below: 

Exhibitor code template for exhibitor signup

Exhibitors who have not pre-registered and don’t have a profile in the Core will access the Capture app through a signup form. Exhibitors will need to be provided their unique exhibitor code and prompted to fill out the signup form.

Exhibitor code template for access code
Exhibitors with their own profile in the Core can access the Capture app by using their personal access details (the same as the event App, if applicable). Exhibitors may need to be reminded what these access details are.

Attendee Communication

We know it’s important to keep your attendees in the loop. Below is a template to create your own attendee flyer about Lead Capture.

Read this first 
This document contains some basic information on how to get the most out of your template. Please read this before making edits to the template below.

Attendee Flyer for Lead Capture 
This template is a basic flyer to explain to attendees how Lead Capture works and why exhibitors are wanting to scan their badges, rather than take down their information.

 

FAQ: How do you control what profile data exhibitors can export?

A: Exhibitors can export lead data directly from the Capture app. The profile data that can be exported by exhibitors is controlled in the Core by the event organiser or distributor.

 

FAQ: Why are email addresses and contact numbers not exporting from the Capture app?

A: You will need to set your Capture export fields and enable the privacy modifiers.

To enable export field settings

  1. Navigate to Lead Capture > Settings from the Navigation Menu
  2. Click the Export Fields tab
  3. Select the Standard and Custom Fields you wish to make available to exhibitors when they export data from the Capture app
  4. Navigate to Privacy Modifiers and ensure both Override Email Privacy and Override Contact Number Privacy are ticked
  5. Click Save

 

FAQ: What if there is no WIFI?

A: If there is no WIFI captured leads will not be synced, only stored locally on your device.

The Capture app also works using mobile data and this can be used in place of a WIFI connection. An online connection is recommended to ensure leads are synced.

NOTE: If the Capture app is deleted from your device any leads not synced will be lost.

 

FAQ: When do you need to sync lead data in the Capture app?

A: When connected to the internet through WIFI or data, Capture will sync automatically.

If you go offline, your leads will not be synced, but only stored locally on your device.

Lead data should be synced, when possible, multiple times during the event, and then once more at the end of the event.

This ensures all current leads are synced and can be exported. Even if you are connected to WIFI or data it is good to check on the sync status at the end of the event to ensure no leads are lost.

NOTE: If the Capture app is deleted from your device any leads not synced will be lost.

 

FAQ: Where can I view capture leads?

A: Live lead data is available directly to each exhibitor through the Capture app. Leads in the Capture app can be viewed and exported on demand by each exhibitor from their own mobile device.

All live Capture data can also be viewed and exported in the Core by generating reports.

 

FAQ: Can I run a digital passport competition with the event App?

A: Yes, there is functionality for a passport competition in the event App, which is included as part of the Capture element. Read more about passport competition options with the Entegy Suite here.

 

FAQ: Where can I find my Event Code?

A: Event codes are used to identify a specific event. This must be entered so exhibitors are accessing the correct event through the Capture app.

To find the Event Code for your event

  1. Navigate to Dashboard from the Navigation Menu
  2. Navigate to the Project Information card and find your Event Code

 

FAQ: How do I know I have the signup form enabled?

A: When the exhibitor signup form is enabled, there will be two options visible when selecting a login method. When the form is disabled, only the Access Code option will be available.

 

FAQ: Can I remove the ‘Access Code’ login method?

A: No, this option allows exhibitors to log back into the Capture app if they logout.

 

FAQ: How can exhibitors log back into the Capture app?

A; If an exhibitor logs out of the Capture app, they will need to log back in using a Personal Access Details. If the exhibitor has logged in using the Exhibitor Access Code and signup form, or forgotten their Personal Access Code, they will need to recover their details.

To recover Capture access details

  1. Open the Capture app and enter the Event Code
  2. Select Access Code as the login method
  3. Click Recover Details
  4. Enter the email address used when registering
  5. Click Proceed
  6. Use the Access Code emailed to that address to login

 

FAQ: How do I export personal access codes for exhibitor team members?

A: Team member personal access codes can be exported from the Core. Note: it is recommended exhibitor team members be listed as a separate profile type to other attendees, e.g. ‘Exhibitor’ (as outlined below).

To export exhibitor team member access codes

  1. Navigate to Profiles > Export Data & Reports from the Navigation Menu
  2. Navigate to Type and select Exhibitor from the drop-down menu
  3. Navigate to Field Selection and ensure the following options are selected:
    • First Name
    • Last Name
    • Email
    • Organisation
    • Access Code
  4. Click Export

 

FAQ: My Capture app comes up with the message ‘Login Disabled’, what does this mean?

A: This means App login has been disabled. In order to access the Capture app, App login will need to be enabled.

To enable App login

  1. Navigate to Project Configuration > Profiles from the Navigation Menu
  2. Click the Login & Authentication tab
  3. Navigate to Allow Login and select Allow from the drop-down menu
  4. Click Save

 

FAQ: How can my exhibitors view an attendee’s contact details in the Capture app?

A: All details selected to be part of the post-event exhibitor report will be included in the export generated by an exhibitor.

In the Capture app, once an attendee has been scanned, their details will appear with their profile in the Capture app. However, contact details for attendees such as Contact Number and Email may not display if the attendee has chosen not to share these personal details. 

 

FAQ: An exhibitor wants to add a new team member to their team onsite. How do I manage this?

A; Exhibitors will be able to invite staff to their team onsite. Before you can invite a team member, they will need to be registered for the event and provided an access code. Note: new team members must be registered in the database before they can be invited to a team*.

To invite team members through scanning or email address

  1. Click Manage on the home screen
  2. Select Manage Exhibitor Team and Click +
  3. Accept the conditions
  4. Select an option
    1. Scan the QR code of the team member you wish to add
    1. Enter the email address of the team member you wish to add (this will need to be the email address associated with their event registration)
    1. Click Add by Scan
    2. Click Add by Email

* If new team members are not registered in the database, they will need to login in with the event code and exhibitor access code, and complete the signup form.

 

FAQ: How can exhibitors export their leads report post-event?

A: During or post event, exhibitors will need to export their captured leads.

To export leads

  1. Click Export on the home screen
  2. Select leads to export All Leads or My Leads
  3. Select team members to send leads to or add email address
  4. Click Submit

 

FAQ: I have logged out of the Capture app and can’t log back in. How do I access the app again?

A; If you have logged out of the Capture app, you will need to log back in using a Personal Login Code. If you have previously logged in using the Exhibitor Team Code and signup form, or forgotten your Personal Login Details, you will need to recover your details.

To recover Capture access details

  1. Open the Capture app and enter the Event Code
  2. Select Already have an account? Log in 
  3. Click Recover my account details
  4. Enter the email address used when registering for the event
  5. Click Submit

 

FAQ: What are Qualifying Questions and how can I use them?

A: The Qualifying Questions feature is an in-app form for collecting additional data from your leads. You can create custom qualifying question in the app to be shared amongst your team.

To create custom qualifying questions in Capture app

  1. Click Manage on the home screen
  2. Select Qualifying Questions from the list of options
  3. Click + to add a new question
  4. Select the type of question you wish to add to your form
  5. Add the Question and, if applicable, the response/s
  6. Click Save

 

FAQ: I want to update my team’s qualifying questions. What happens to the data collected if I add or remove a question?

A: If a qualifying question is removed, all data collected for that question will be lost. If a new question is added, only leads scanned from that point on can have that question available.

The questions and their responses rely on the time of the question was created or deleted. Any question deleted after some scans have taken place, will delete data collected by that question. If a question is added after some scans have taken place, you will only be able to collect data for attendees scanned from that point on.

 

FAQ: How do I scan and manage attendees using the Capture app?

To scan attendees

  1. Click Scan on the home screen
  2. Hold name badge roughly 20 cm from your device camera
  3. A green tick will indicate a successful scan
  4. Click Continue Scanning or Go to Attendee to complete answers to qualifying questions and notes

To manage leads

  1. Click Leads on the home screen
  2. Select an attendee’s name
  3. Click Notes or update answers to qualifying questions

 

FAQ: How can I view an attendee’s contact details in the Capture app?

A: In the Capture app, once an attendee has been scanned, their details will appear with their profile in the Capture app. However, contact details for attendees such as Contact Number and Email may not display if the attendee has chosen not to share these personal details. 

 

FAQ: How can I export my leads?

A: Leads can be exported directly from the Capture app. Before exporting, it is important to ensure all leads are synced so the most up-to-date information will be exported.

To sync leads

  1. Click Sync of the home screen
  2. A green tick will indicate when your leads have been successfully synced

To export leads

  1. Click Export on the home screen
  2. Select leads to export All Leads or My Leads
  3. Select team members to send leads to or add email address
  4. Click Submit

 

FAQ: I have used the Capture app before and am logged in from a previous event. How do I logout?

To logout

  1. Click Sync on the home screen to confirm syncs are up to date
  2. Click Manage on the home screen
  3. Click Logout/Change Event