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Submitting your request
Some events allow you to scan an attendee's name badge to retrieve contact data. The system sends data through an API call. In order for Lead Liaison to access the API, you will need to purchase a developer's kit. Once you have the developer's kit, navigate to https://www.captello.com/developer-kit-support-request/ and fill out the form.
If your developer kit includes attachments (such as a PDF), please upload them to a file sharing service and include the link to the files on the form. Common services include:
Google Drive
Microsoft OneDrive
Dropbox
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In order to guarantee a great experience, we ask that you submit developer kits at least 30 days prior to the event start date. We realize this won't always be possible, so if necessary please submit as early as possible. If you submit too close to the start of the event (the Friday evening before the start of the show on a Sunday, for example), there may be some delay before you can start scanning. |
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Most providers include an option for the developer kit on the same form as their proprietary scanner. They may list the kit in a number of ways. Common phrases for a developer's kit are:
Developer Kit
SDK (Software Developer's Kit)
Third-Party Scanning
API Kit
API Access
If you're unsure which option is correct, feel free to ask your implementation manager.
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In some cases, the show provider may not include the developer's kit on the order form. If this happens, send a message to the lead retrieval provider. You are welcome to use the following template:
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Hello, We are attending EVENT NAME on EVENT DATE in EVENT CITY. We use our own lead capture solution at events, Captello. We would like to use our app to scan name badges at the event. Would you please send instructions so we can purchase a developer's kit to integrate with your API? We are happy to include our app provider on this email if you have further questions. Thank you. |
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If the provider doesn't offer a kit, it could be for several reasons. You may run into this when:
The provider only provides post-show data merge
The provider cannot integrate with 3rd-party scanners
The show management is not allowing the provider to use 3rd-party scanners
In our experience, there are a few things you can do when you run into these situations.
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If the provider does not have an API other providers can integrate with, then Lead Liaison has other options. We can scan business cards using transcription, or even import submissions from the event's proprietary scanner into our app. You should also contact event management and let them know that this is a feature you would like to see at future events. Feel free to use this email template:
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Hello, We understand your lead retrieval provider does not have an API for 3rd-party scanners to connect to. We prefer to work with our provider, Lead Liaison, because they allow us to have a consistent, customized experience across all shows. Most events allow us to integrate their app, and we would love to do so at EVENT NAME. This is a common option at other events, so it is surprising to not see here. Lead capture providers are becoming very common, so it makes sense to allow for integration. When planning for the next EVENT NAME, please consider choosing a provider that will allow us to do this. Thank you for your consideration. |
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Finally, let show management know that you prefer to use your own app, and that this is something you want to see for future events. Feel free to use this email template:
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Hello, We understand that you will not allow 3rd-party apps to scan name badges at EVENT NAME on EVENT DATE. We prefer to work with our provider, Lead Liaison, because they allow us to have a consistent, customized experience across all shows. Most events allow us to integrate their app, and we would love to do so at EVENT NAME. Please let management know that this is something we want to see in the future. Lead capture providers are becoming more common, so it makes sense to allow integration. It doesn't make sense to deny a feature that LEAD RETRIEVAL PROVIDER commonly does at other events. Thank you for your consideration. |
Understanding Developer Kit Dynamics (Diagram)
Below is a comprehensive guide on the lead capture workflow utilizing Captello's software. This guide provides a detailed overview of the process from the initial request for a developer kit for badge scanning to the final steps of capturing and processing lead data. It covers all necessary interactions between exhibitors, organizers, and registration providers, ensuring a smooth and efficient setup. Whether a developer kit is available or not, this workflow outlines the steps and contingencies to guarantee seamless lead capture at your events. Follow the diagram to understand the key stages, responsibilities, and actions required to optimize your lead capture process using Captello’s advanced solutions.
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