Lead Capture

Lead Capture

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

We understand the more values we can help the organiser create for their exhibitors, the better experience exhibitors will have at your 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 / Exhibitor 

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, simply click on the Export List button. By clicking it, a CSV file containing all the captures leads will be downloaded. 




  2. If organizers would like to obtain the business cards scanned by the lead capture user, the lead capture user will need to export the list from their mobile devices by clicking Export List and input the organizer's email address.



    1. The organizer will receive an email that contains a download link to view the captured leads. The downloaded folder will contain the images of the scanned namecards and a CSV file to store the captured leads data. 




Exhibitors

1. Activate Lead Capture on mobile. Exhibitors are invited to use their mobile to activate the Lead Capture web app by clicking the link, or scanning the QR code. The link is unique for each exhibitor and does not support concurrent logins. 

Note: A Lead Capture web app can only log in per device concurrently. Multiple device logins per account is not supported.

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2. Scan the attendee QR code and collect information. The invited exhibitors can simply open the browser and log into the event. Tap the Scan Attendee button and enable the camera to start scanning the attendee QR codes. Select QR Code to scan attendee QR Code. 

 

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3. Scan the business card with OCR. Exhibitors can also take photos of the business cards they collected at the event (front and back images) and the contact information will be extracted automatically. This helps easily capture and input information of the leads when scanning business cards at the event. To scan business cards, select Name Card.

(Support article about Business Card OCR: https://help.eventx.io/portal/en/kb/articles/business-card-ocr)



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Note: To export the list containing scanned namecards and lead details, please click on Export List and input the organizer's email address.




4. Add note

Exhibitior can mark note for each lead. The note can be exported on the CSV file.

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5. Add tag

Exhibitor can apply tag for each lead. The exhibitor can reuse the tag on other leads.

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6. View the scanned contact list. Exhibitors can view the contact details of the QR codes. 

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7. Export the contact list. By clicking the Export List button, enter the recipient email who will need to receive the report, the scanned contact list with the business card images will be sent to the email address accordingly.

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Use Case - What if exhibitor 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, 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 Event WebApp working smoothly, please ensure the 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 device on Chrome browser 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 badge to automatically collect their information.

Features

 

Limitation 

  1. The lead capture feature is not supported on Firefox browsers. 

Upcoming Features

  1. The lead finder features will be available for all attendees in an event. 
    1. The feature will only include attendee basic fields (including email address) after scanning an attendee. 
    2. Attendees will be able to add notes and tags to the scanned lead.
    3. Attendees will be able to export the list of scanned e-business cards.
    4. Organizers can obtain the CSV report based on the scanned leads from each attendee.

    • 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 ...