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Overview
Through fully-customizable forms and business card scanning, the live event lead mobile app makes life easier for sales, while the back office web app give marketing valuable marketing-qualified leads immediately.
Getting Started
Before your team downloads the mobile app
Table of Contents |
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Overview
Through fully-customizable forms and business card scanning, the live event lead mobile app makes life easier for sales, while the back office web app give marketing valuable marketing-qualified leads immediately.
Getting Started
Before your team downloads the mobile app, make sure your account is configured right for your Organization.
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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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ATS BadgerScan Capture Technologies Community Brands CompuLEAD CompuSystems Conexsys Convention Data Services Core-apps Customer Registration Cvent eShow Experient Expo Leads Swoogo | ExpoBadge IDM ITN Leadature Lead Liaison Lead Retrieval MCI Onsite Oxford Tech API Potato Expo SmartSource Trade Show Leads (TSL) vCARD |
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- What does post-show reconciliation mean? Post-show data reconciliation (also known as post-show data merge) is a process wherein data is appended to your leads by the lead retrieval provider once an event is over. The process starts when Lead Liaison’s mobile app scans a badge and collects an ID. These IDs are exported from Lead Liaison and provided to the lead retrieval provider. The provider returns a spreadsheet that appends contact information to the IDs. The updated spreadsheet is then imported into Lead Liaison. IDs are matched and leads are submitted at that time.
- What else do I need to ask when I reach out to the event organizer to purchase post-show data merge license? In addition to purchasing the post-show data merge license, ask the provider when they will be able to get a sample badge. Also ask them if there is any data (like the Prospect's name or company) included in the scan for verification purposes, and how quickly the turnaround process will be. The turnaround time will affect your post-capture workflow.
- How does this change my post-capture workflow? Post-capture workflow will not be initiated until data has been collected from the lead retrieval provider and merged into Lead Liaison. Once the data is merged into Lead Liaison, the post-capture workflow will be initiated. Keep this in mind when building your workflow. Immediate follow-up will be delayed until reconciliation has been completed.
- How do I purchase post-show reconciliation? Always opt to purchase the API Developer Kit when available. When it's not available, choose the reconciliation option. For example, the provider below, rainfocus, offers post-show reconciliation as an option (bottom radio button) over using the show-provided scanning app (top radio button).
Rapid Scan
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- show reconciliation as an option (bottom radio button) over using the show-provided scanning app (top radio button).
Rapid Scan
In addition to regular scanning, users can save time with Rapid Scan. With Rapid Scan enabled, users can scan one badge or business card after the next without having to wait for the form to reload. To enable Rapid Scan as an option, turn on the Rapid Scan toggle in the Properties tab of the Event Designer.
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Rapid Scan for business cards is supported on iOS devices only. Android support is coming soon. |
Group Scan
You can capture multiple leads from the same group or company with the Group Scan feature. Multiple people can be scanned in rapid succession. The first person scanned is always the primary person for the group. All data from the primary person’s submission, besides their contact information, is copied to every other person in the group. When enabled, the standard badge scan button will be split into two buttons, with the smaller group scan button off to the right.
All survey responses, notes, questions and follow up documentation settings will apply to the entire group. To enable Group Scan as an option, turn on the
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toggle in the
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Settings tab of the
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title | Supported Devices |
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Scanner element.
Here is a quick video overview:
View file name Recording #29.mp4 height 250
Audio Recorder
Use the audio recorder to take audio notes. In addition to recording audio, users can also save time from typing text notes by using Lead Liaison's audio transcription feature.
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You can select from the list of available specific users and meetings.
If you select specific user, you will have the option to select from all available meeting types for that user and book a time on the calendar:
However, if you select specific meetings then only the selected meetings will be available on the form. For example, if you select a user's 30 minutes meeting type then the app will show only that option. You can also choose multiple specific meetings from the list.
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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.
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.
Submission Actions
You can collect a lead rating at the time of capturing the lead information. Four different rating options are available i.e.
Collect Rating: Prompts the user to select a rating after a new lead is submitted.
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