Export setting for Lead Capture Report
The organizer can go to Lead Capture Export Setting page to select which attendee fields would be shown in the contact exported CSV file report.
Full name, email, phone, company, title default to turning on while it cannot be turned off as there is basic information of the attendees.
Scroll down the page, more fields can be found, for example, the custom questions on the registration form or imported data fields.
Click the "Save Form" button to save the changes.
How to export the lead capture report?
Users can export the lead capture report to have the full list of the captured attendees. Step 1: Login to EventX app, then click into the event. Step 2: Click "Contact" module Step 3: Click the "Export" button on the right corner Step 4: Click ...
Export lead’s record
Introduction After capturing the lead's record, users are required to export the records from EventX App How to export 1) Press "Content" on Menu bar. 2) Press "xxx" on upper right hand corner 3) Email will be sent to the mailbox of the login ...
Lead Capture Analytics
Go to the lead capture analytics page, the organizer can overview the below information on the page: 1. The number of users used or activate the lead capture account 2. The total number of leads that the users scanned 3. Average leads per user 4. The ...
Creating Lead Capture Event
Start using EventX to digitally collect and process leads Step 1: Click "Create Event" on EMS home page. Step 2: Select "I am exhibiting/attending", then click "Next". Step 3: Click "Create" to create a new lead capture event on the event list page. ...
Invite User to use Lead Capture
Introduction As a team leader, you can invite your teammate to use Pocknet Steps: 1) Login to the Lead Capture dashboard (https://app.eventx.io) 2) Choose "Participants" and you can invite user to use EventX Lead Capture