Overview

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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 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.
• 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.

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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 Events > Capture and click New. Select from the following form types:

• Exhibitor – Used to capture leads at live events or virtual trade shows. Includes all forms of lead capture such as kiosk, badge, and business card.
• General – Used for different types of use cases such as digital marketing, employee engagement, and more.
• Sales – Used by sales teams to capture leads from a mobile device while on the go. Forms never expire and are always available.

Note: the options on the New Capture Form menu will change depending on your form type. Set additional options by clicking the Advanced Settings button.

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

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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:

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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 set the “Visibility” of the event form as:

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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You can set if the Event form should attempt to collect and record someone's location using Collect Location option

You can also set what happens when the form is submitted.

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This option allows you to block submissions from domains and emails. When this option is enabled, you can block submission using the following options:

• Domain List(s) - Pick from a predefined domain list.
• Enter domain(s) - Manually enter the domains to block e.g. gmail.com, hotmail.com.
• Enter email(s) - Enter email addresses to block submissions from.
  
  

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There are two methods of blocking:

• Mobile device submissions - When enabled, you can specify a message to show when the submission is blocked. Default is "Form not submitted."
• Web view submissions - When enabled, system will not accept web view submissions. With this option, you can either show an error message or you can add a redirect URL. If you choose a Redirect to URL then you can also specify whether you'd like to record the submission in the backend. This is controlled by enabling or disabling the "Accept submissions" option.

Note: If Block Submissions is turned ON then you cannot save the event form unless at least one of the above blocking methods is enabled.

Personal Email Addresses

You can block personal email addresses. For example, you may not want to process leads who have a yahoo.com or gmail.com email address. You can also use this function to block specific email domains (a competitor's email domain, for example). To block personal email domains,

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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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