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By checking the box next to Lead Capture, you can add or remove all permissions. Press the (+) to the left of the checkbox to view the following individual options:

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  • Access Event Staff
  • Add Elements – add new elements to existing Lead Capture forms.
  • Capture Portal – access, complete, or delete incomplete business card transcriptions and barcode captures.
  • Change Event Visibility – change the event visibility of the events user has access to
  • Create Event Form – create a new form that will appear on devices.
  • Create Event Form from Template Only – user must select from a template to create a new event
  • Edit Default – edit only the default value of existing elements on an existing form. 
  • Edit Elements – edit elements on an existing form.
  • Edit Events – user can edit events
  • Export Submissions – export all the submissions data of the event
  • Import Event Leads – mass import new submissions into an existing event.
  • Manage All Events – edit or delete any event.
  • Manage Assigned Access Events – edit – edit or delete only events assigned to the user.
  • Manage Invitation/Devices – add or remove devices from the device list.
  • Manage Event Templates – create, edit, or delete templates.
  • Manage Groups – create new device groups for form assignment.
  • Remove Elements – remove exiting elements from existing forms. 
  • View All Submissions – when using a device, see submissions from other devices.
  • View Auth Codes – retrieve authorization codes for device users.

Devices

View, edit, or remove devices by navigating to Event > Capture > Invitations > Devices. 

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  • User– user associated with the device
  • Username– username associated with the device
  • Groups– number of groups the device is in; click to view
  • Type– type of mobile device used
  • Date Joined– date the device was activated
  • Status– device statuses; Pending (device not authenticated), Active (device authenticated and ready to use), Disabled (device authenticated Manage Owned Events (All) – view, edit or delete the events owned by the user
  • Manage Owned Events (Private Only) – view, edit or delete ONLY private events owned by the user
  • Manage Public/Shared Events – view, edit or delete public and shared events
    Notes:
    - Events with “Private” visibility can be accessed by any user that have the “Manage All Events“ permission
    - Events with “Public” visibility can be access by any user who have the “Manage Public/Shared Events” permission
    - Events with “Shared” visibility can be accessed by any user who have the “Manage Public/Shared Events” permission and the event is shared with the user or any assigned team to the user.
  • Remove Elements – remove exiting elements from existing forms. 
  • View All Submissions – when using a device, see submissions from other devices.
  • View Auth Codes – retrieve authorization codes for device users.

Devices

View, edit, or remove devices by navigating to Event > Capture > Invitations > Devices. 

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  • User– user associated with the device
  • Username– username associated with the device
  • Groups– number of groups the device is in; click to view
  • Type– type of mobile device used
  • Date Joined– date the device was activated
  • Status– device statuses; Pending (device not authenticated), Active (device authenticated and ready to use), Disabled (device authenticated but disabled in Lead Liaison)

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If a user loses their authentication code, admins or other profiles with the right permission can retrieve them. To retrieve the code

  • Navigate to Events > Capture > Invitations
  • Use the Search icon to find the right user
  • Click on the Eye symbol below their name to reveal the code. 

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Edit a Device

Once a user has activated their device, you can edit their device settings using the action menu on the right in Events > Capture > Invitations > Devices.

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Use the trashcan icons to delete the device from your system. Deleting a device will also prevent the user from accessing the mobile app. 

Use the pencil to edit the device's name on the device list. This is a helpful option to use if you have multiple users and will be sorting them into groups for various events. 

The drop-down menu contains the following options:

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retrieve the code

  • Navigate to Events > Capture > Invitations
  • Use the Search icon to find the right user
  • Click on the Eye symbol below their name to reveal the code. 

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Edit a Device

Once a user has activated their device, you can edit their device settings using the action menu on the right in Events > Capture > Invitations > Devices.

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Use the trashcan icons to delete the device from your system. Deleting a device will also prevent the user from accessing the mobile app. 

Use the pencil to edit the device's name on the device list. This is a helpful option to use if you have multiple users and will be sorting them into groups for various events. 

The drop-down menu contains the following options:

  • Deactivate/Activate – temporarily remove or add access to the mobile app
  • Delete – delete the device
  • Edit – edit the device's name
  • Groups – manage which groups the device is in

Info

If the user has not activated his or her device, you can edit or resend the invitation from the Invitations tab.

Staff Directory

Staff Directory shows a list of your team members on Captello mobile app who have access to the specific events that you're attending. For live events, this means you can view and communicate with people from your company attending the event.

Every user that has access to the event will be included in the Staff Directory. You can view your staff directory from under the settings gear on event designer page:

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You can also change the status of individual staff member to available or unavailable.

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In the Captello app, a Staff Directory would display like this:

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You can call or text any of the available team members on event. And you can also change your availability status from that page.

Event Groups

Event groups allow you to send forms to select users. For example, if you have a team that is heading to a particular event and have made a custom form for them, you can create a group for that show and add their devices. Only their devices will show the form. To manage device groups, navigate to Settings > Integrations > Groups.

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  • 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 reportsEvent Access – users and groups invited to the eventlabels for segmenting reports
  • Visibility Visibility of the event form can be set as Public, Private or Shared
  • Event Access – users and groups invited to the event

When providing Users Event access, existing users will appear in a drop down. If the User is not already in the system, you can add a new user by clicking on the (+) button to the right.

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The system will save the transcription as a Note in the Prospect's Timeline. You can also save the transcription to a Prospect Field by mapping it in the Update Field drop-down menu.

Schedule Meeting

With the Schedule Meeting option, you can insert a meeting scheduler to the event form for your team to book one on one meetings with the Prospects.


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You can also save the transcription to a Prospect Field by mapping it in the Update Field drop-down menu.select from the list of available users to schedule the meetings for.

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On the event form, users will have the option to select from all available meeting types and book a time on the calendar:

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Documents

Use this feature to share documents (or e-literature) during your event. Documents can be previewed and shared outside of the form or selected during form submission and added to an email for follow up. Documents are uploaded to the system and grouped into Document Groups. One or more Document Groups can be included in your event lead capture form. 

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  • Once your Document Group is setup, return to your event form by navigating to Content Events > EventsCapture
  • Add the Documents object into your form by dragging/dropping it from right to left. 

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You can use these fields in Automations, Segmentations, and Prospect Filters as well.

Visibility

You can set the “Visibility” of the event form as:


  • Public
  • Private
  • Shared

When "Shared" is selected, you can specify the users and teams to share the event form with:

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On the Manage Events pages, these badges are displayed to show the visibility status of an event form:

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Web View

You can launch a Web View of your Event Forms for use in virtual events or PC-based kiosks. To launch the Web View, use the action menu to the right of the Event to select Launch Web View

The form will launch in a new browser window. Copy the URL of that tab to share a link or embed.

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To create a new Template,

  • Navigate to Content Events > EventsCapture.
  • Click on the Templates tab.
  • Click New.
  • Follow the instructions above for creating a new Event Form.
  • Click Save and Exit.

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You can use Question Stats to see aggregate response data. For example, you could review which of your products were of the most interest. To view question stats

  • Navigate to Content Events > EventsCapture
  • Use the drop-down menu on the right to select Question Stats
  • Select a date range

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Lead Liaison can export event data to third party systems. To export event data,

  • Navigate to Content Events > EventsCapture
  • Locate the appropriate Event
  • Access the drop-down menu to the right 
  • Select Export

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