| Table of Contents |
|---|
...
Events are the core of Event Lead Management. They include trade shows, conferences, meetups, and any other live event where you could capture lead data. To set up a new Event, navigate to Content Events > Events Capture and click New.
- Name – name of your Event
- Template – create Event using a Template (see Templates below)
- Save to – save event to a folder
- Campaign – add event to Campaign for ROI tracking purposes
- Description – internal description of event
- Event Date – start and end date of event used for reporting
- Archive Date – the last date end users can capture new Prospects in the mobile app
- Event Owner – user in charge of managing event
- Event Address – physical location of the event using Google Maps
- Registration List – attach a List of attendees
- Labels – custom labels for segmenting reports
- Event Access – users and groups invited to the event
...
Specifying a language ensures we default to that language and only use transcribers certified for that language. Localized transcriptions tend to take longer, around 1-3 business days after the end of the event.
If you need transcription in a new language not already listed, please contact our support team at least one week in advance with the following details so we can make necessary arrangements on our end for the transcription:
...
- Tap on the Document(s) to select them. A green check mark will appear for all selected Documents.
- Click the Done button.
Sections
Orrganize Organize your lead capture forms using Sections. Sections group together common fields like contact data, company info, or survey questions. With Sections, your form is cleaner and easier to manage for end users. To add a Section
...
- Start over – reloads the form; good for kiosks and terminals.
- Thank you message – displays text confirming submission.
- Redirect to a Link – redirects browser window to specified link.
Field visibility
Duplicates
Lead Liaison normally merges duplicate prospects into one profile. However, lead capture forms can create prospect profiles by name only. If you want to create a new profile for every submission, navigate to the Properties tab in the form builder and select "Create new" under "In case of duplicate names."
...