Lead Capture

Lead Capture

Lead capture enables exhibitors to easily collect attendee contact information and engagement data digitally during an event. 

Here are some key features and capabilities to look for in an EventX lead capture web app:

  • Mobile responsiveness - Forms should adapt and look great on all devices.
  • Cross-platform compatibility - Web apps work across all devices and operating systems using a browser.
  • Easier access and onboarding - Users don't have to download anything to start using a web app. Signing up is quicker.
  • Lightweight - No need to download large files or sacrifice device storage for web apps.

Enabling Lead Capture As An Event Organiser / User

Remarks

  1. In order to enable the Lead Capture feature for an attendee, the attendee needs to be under Registered or Attended status.


Event Organiser

1. Import the attendee into the attendee list. Then, click on the Edit icon.



2. Toggle on Enable to Lead Capture User. Then, click Update once done. A lead capture login link email will then be sent to the participant.



The invited exhibitors will receive an invitation email asking for the Lead Capture web app activation. 

Note: 
  1. If the organizer would like to export all leads captured by the added lead capture users (using QR scan), simply click on the Export List button. By clicking it, a CSV file containing all the captures leads will be downloaded. 


Lead Capture User

1. Activate Lead Capture on mobile. Lead capture users are invited to use their mobile to activate the Lead Capture feature by clicking the link or scanning the QR code. The link is unique for each user and does not support concurrent logins. 

Note: We do not support concurrent logins for a single lead capture account. 

video6221763726056360402.gif

2. Scan the attendee QR code and collect information. The invited users can simply long press the button and open it on the default browser. Tap the Scan Attendee button and enable the camera to start scanning the attendee QR codes.



3. Add note

Lead capture users can add a note for each lead. The note will be shown in the exported CSV file.


4. Add tag

Lead capture users can apply a tag to each lead. The exhibitor can reuse the tag on other leads.


5. View the scanned contact list. Lead capture users can view the contact details of the QR codes. 





6. Export the contact list. Click on the Export List button, then enter the recipient email, the recipient will receive a CSV file containing the scanned leads.


Screenshot 2023-08-24 at 11.57.15.png


Use Case - What if the lead capture user is unable to find their invitation email?

Organizers are now able to obtain the login link and QR Code directly from the portal. To do so, simply click on the QR Code icon as indicated below. Once clicked, there will be a QR Code and login link that organizers can send to the assigned Lead Capture user. 








By scanning the QR Code or clicking on the login link, the user will be directed to the event site to use the Lead Capture feature.
Note: If the event has not started or has ended, the user will be directed to the event landing page.

Real-time Feedback Messages 

There will also be real-time feedback pop-up messages while using the Lead Capture feature. The pop-ups will appear when:


  • Mobile camera is not enabled on the browser.

  • Mobile devices are not connected to a network.

  • User scans an invalid QR Code.


Camera Permission of Mobile 

In order to a allow the EventX WebApp to work smoothly, please ensure that your camera permission is setup correctly.

Permission needed: Camera permission

If the camera is not working correctly, please further check if the mobile browser has correctly setup the camera permission.

On Android Chrome 



When using Samsung mobile devices on Chrome, make sure the camera permission is toggled on:

1. Tap on the lock icon on Chrome browser address bar




























2. Go to Permissions



3. Make sure Camera is toggled ON


























Use Case 

The lead capture feature can be used for cases as mentioned below. 
  1. Opportunity Qualification
  2.  Save to time to collect Name Cards




Product Flow



With the Lead Capture web app, exhibitors can now instantly capture attendee information right from their smartphones. Simply scan an attendee's unique QR code to automatically collect their information.

Features

 

Supported & Not Supported Browsers & Operating Systems

  1. Supported (Browsers)
    1. iOS - Safari 16+
    2. Android OS - Chrome 124+
  2. Not Supported
    1. Operating System
      1. 鸿蒙HarmonyOS 
      2. EMUI (Emotion UI)
    2. Browsers
      1. Firefox

    • Related Articles

    • Business card OCR

      Business card OCR is a add-on on top of the Lead Capture module. Please contact our sales team to learn more details of the add-on. Use the same invitation flow to invite your Lead Capture user After this capability is turned on for your account, the ...