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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.
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
- 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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You can choose from two different menu options: the Buttons Menu and Floating Buttons. The menus to be configured per event, so customize them to fit the capture style of the associates attending your event.
Buttons Menu
The Buttons Menu is a horizontal menu at the bottom of the form.
Floating Buttons. The menus to be configured per event, so customize them to fit the capture style of the associates attending your event.
Buttons Menu
The Buttons Menu is a horizontal menu at the bottom of the form.
Use the checkbox to select/deselect which buttons you would like present on the Buttons menu. Use the cross arrow to the right of the buttons to rearrange them.
- Submit – submit current submission
- Reset – clear all form fields, scans, images, and recordings
- Recall – retrieve the last submission for editing
- Leads – takes user to the Review Submissions page
- Scan – scan a name badge or business card (depending on if those elements are on the form
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If your form is in Kiosk Mode, the only buttons available will be Submit and Reset. |
Floating Buttons
The Floating Buttons are an alternative menu style to the Buttons Menu. Instead of displaying across the bottom of the form, the buttons can be shown/hidden by tapping an icon.
Use the checkbox to select/deselect which buttons you would like present on the Buttons menu. Use the cross arrow to the right of the buttons to rearrange them.
- Submit – submit current submission
- Reset – clear all form fields, scans, images, and recordings
- Recall – retrieve the last submission for editing
- Leads – takes user to the Review Submissions page
- Scan – scan a name badge or business card (depending on if those elements are on the form
Info |
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If your form is in Kiosk Mode, the only buttons available will be Submit and Reset. |
Floating Buttons
The Floating Buttons are an alternative menu style to the Buttons Menu. Instead of displaying across the bottom of the form, the buttons can be shown/hidden by tapping an icon.
Use the checkbox to select/deselect which buttons you would like present on the Buttons menu. Use the cross arrow to the right of the buttons to rearrange them.
- Submit – submit current submission
- Reset – clear all form fields, scans, images, and recordings
- Recall – retrieve the last submission for editing
- Leads – takes user to the Review Submissions page
- Scan – scan a name badge or business card (depending on if those elements are on the form
Info |
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If your form is in Kiosk Mode, the only buttons available will be Submit and Reset. |
Screensavers
Screensavers are a great way to display advertising and other exciting graphics on kiosk forms. To add a screensaver, click on the Style tab in the Event Designer and scroll down.
- Enable – turn on/off the screensaver on this form.
- Start after – time in seconds before the screensaver activates.
- Randomize – randomize the selected images.
- Change every – time in seconds each image displays.
- Transition effect – effect while changing images.
Images – select your own images or select from Unsplash; use the +/- buttons to add or remove images.
Once you close the form using the Save and Exit button, the updated screensaver will be pushed to all devices.
Stations
If you are capturing data at multiple locations in an event, use Stations to report where your leads are coming from. For example, you could see which leads you captured at your booth versus which you captured at your networking party. The system will roll up Prospects from the stations into a single event report, so you don't have to manually combine the data after the event.
To add stations,
- Click on the Settings gear in the top-right corner of the Event Designer
- Click Stations
- Enter Station names
- Use (+) or (-) to add/remove stations
- Click Save
When exporting Event Metadata, the following options are available when using stations:
- First Visited Station
- Last Visited Station
- First Station Visit Date
- Last Station Visit Date
- Visited Stations
You can use these fields in Automations, Segmentations, and Prospect Filters as well.
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.
You can set what happens when the form is submitted. Edit the Event and go to Properties > Web View.
- 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."
If you do capture an email address, the system will use the email as the prospect's unique identifier instead of the name. You can control the behavior of the system when this is the case.
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Screensavers
Screensavers are a great way to display advertising and other exciting graphics on kiosk forms. To add a screensaver, click on the Style tab in the Event Designer and scroll down.
- Enable – turn on/off the screensaver on this form.
- Start after – time in seconds before the screensaver activates.
- Randomize – randomize the selected images.
- Change every – time in seconds each image displays.
- Transition effect – effect while changing images.
Images – select your own images or select from Unsplash; use the +/- buttons to add or remove images.
Once you close the form using the Save and Exit button, the updated screensaver will be pushed to all devices.
Stations
If you are capturing data at multiple locations in an event, use Stations to report where your leads are coming from. For example, you could see which leads you captured at your booth versus which you captured at your networking party. The system will roll up Prospects from the stations into a single event report, so you don't have to manually combine the data after the event.
To add stations,
- Click on the Settings gear in the top-right corner of the Event Designer
- Click Stations
- Enter Station names
- Use (+) or (-) to add/remove stations
- Click Save
When exporting Event Metadata, the following options are available when using stations:
- First Visited Station
- Last Visited Station
- First Station Visit Date
- Last Station Visit Date
- Visited Stations
You can use these fields in Automations, Segmentations, and Prospect Filters as well.
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.
You can set what happens when the form is submitted. Edit the Event and go to Properties > Web View.
- 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."
If you do capture an email address, the system will use the email as the prospect's unique identifier instead of the name. You can control the behavior of the system when this is the case.
- Accept - the system will create a duplicate submission for the same Prospect. This could result in a different number of total submissions vs total unique Prospects.
- Reject - the system will reject the duplicate, leaving the submission Blocked on the user's device.
- Edit - the app will open the previous submission and give the user the option to edit.
- Merge - the system will merge duplicate submissions with the first submission. Click settings to determine field-level settings (overwrite, ignore, update if empty.)
Block Submissions
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.
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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