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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 Settings > Integrations > 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), 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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End users access the mobile app through an invitation. The invitation contains an authentication code the user will user to activate their device. 

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Individual Invitations

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You can send Invitations to many users at once using Bulk Invitations. To send a Bulk Invitation

  • Navigate to Settings > Integrations > DevicesClick on the Invitations tabEvents > Capture > Invitations
  • Use the drop-down menu in the top-right to download the Bulk Invite CSV Template

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

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

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

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 the group
  • Devices – number of devices in the group; click to edit
  • Date created – date the group was created
  • Default – group new devices and forms are assigned to

Use the checkbox in the top-left corner to select and delete multiple groups. Use the spyglass to search for a group by name.

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The system will automatically create a new group for every new Event. Likewise, users added to the Event will also automatically be added to the Group.

Edit a Device Group

Edit device groups using the action menu to the right of the group.

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Use the trashcan to delete the device group. Use the pencil to edit the name of the group and default toggle.

The drop-down menu contains the following options:

  • Devices– add or remove devices from the group
  • Forms– add or remove the group from device forms
  • Delete - delete the device group
  • Edit – edit the name of the group and default toggle.

Localization

You can localize the mobile app for users in non-English speaking countries. Based on their device's language settings, users will see the app in their preferred language when they first authenticate. The app will automatically translate menu options, field labels, and multi-choice options. It will not translate Event Names or Addresses.

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The mobile app currently supports:

  • English
  • Chinese (simplified)
  • Dutch
  • French
  • German
  • Japanese
  • Spanish

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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 the group
  • Devices – number of devices in the group; click to edit
  • Date created – date the group was created
  • Default – group new devices and forms are assigned to

Use the checkbox in the top-left corner to select and delete multiple groups. Use the spyglass to search for a group by name.

Info

The system will automatically create a new group for every new Event. Likewise, users added to the Event will also automatically be added to the Group.

Edit a Device Group

Edit device groups using the action menu to the right of the group.

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Use the trashcan to delete the device group. Use the pencil to edit the name of the group and default toggle.

The drop-down menu contains the following options:

  • Devices– add or remove devices from the group
  • Forms– add or remove the group from device forms
  • Delete - delete the device group
  • Edit – edit the name of the group and default toggle.

Localization

You can localize the mobile app for users in non-English speaking countries. Based on their device's language settings, users will see the app in their preferred language when they first authenticate. The app will automatically translate menu options, field labels, and multi-choice options. It will not translate Event Names or Addresses.

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The mobile app currently supports:

  • English
  • Chinese (simplified)
  • Dutch
  • French
  • German
  • Japanese
  • Spanish

If you need localization in a language you do not see, contact your Lead Liaison representative for more information on adding a language.

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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 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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End users can scan Prospect name badges with the Badge Scanner element. Every event is different and will usually have a specific barcode provider. We use a two-step validation process using both the barcode provider's test badge and the show's production (live) badge.

To add the Badge Sanner Scanner element, 

  • Contact the event organizer and purchase an API kit (might also be called a Software Developer's Kit, or SDK)
  • Create your Event Form
  • Follow the instructions on this page
  • Once support confirms they have added the element, test the form
  • If the barcode provider only provides a test badge, provide Lead Liaison a production badge at least 24 hours in advance (you will typically get your production badge by mail or during the check in process)
  • Once Lead Liaison confirms ready, test the form using your badge

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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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Note
titleSupported Devices

Rapid Scan for business cards is supported on iOS devices only. Android support is coming soon.

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.

Audio recordings are saved as a part of the form submission. Users can play the recording from the form or within the submission in Lead Liaison. The system will also save a link to the audio recording saved to the Prospect Profile if the field is mapped. You can map to any paragraph field.

To enable audio transcription, click the Transcribe Audio checkbox on the form element.

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Next, choose one of the following transcription types:

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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  toggle in the Settings tab of the Scanner element.

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Here is a quick video overview:

View file
nameRecording #29.mp4
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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.

Audio recordings are saved as a part of the form submission. Users can play the recording from the form or within the submission in Lead Liaison. The system will also save a link to the audio recording saved to the Prospect Profile if the field is mapped. You can map to any paragraph field.

To enable audio transcription, click the Transcribe Audio checkbox on the form element.

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Next, choose one of the following transcription types:

  • Standard – The recording is run through advanced transcription software. This software is more accurate than most speech to text programs found on mobile devices. Unlike those programs, it is not trying to transcribe in real time, and as a result is significantly better at proper grammar and punctuation. Most transcriptions will take 5-10 minutes, but may take longer depending on the length of the recording. Use this option for single-person recordings and general note taking.
  • Premium – The recording is transcribed by a dedicated transcription specialist. Because a human is transcribing the audio, they can ensure the transcription has completely accurate grammar and punctuation. They can also identify multiple people, so this option is great for recording full conversations in addition to longer notes. Use this option for the best accuracy, multi-person conversations, or situations with extreme background noise.

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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.

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. 

Supported File Types

Almost all file types are supported. A thumbnail icon is generated for each file type. For PDF files the thumbnail is the first page of the document. For all non-PDF files a generic thumbnail is created. File types that display a thumbnail are:

  1. .csv
  2. .xls
  3. .xlsx
  4. .doc
  5. .docx
  6. .txt
  7. .mp3
  8. .mp4
  9. .pdf

Other file types are supported but may not show a standard thumbnail. 

Adding Documents to Your Form

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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 select from the list of available specific users and meetings.

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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:

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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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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. 

Supported File Types

Almost all file types are supported. A thumbnail icon is generated for each file type. For PDF files the thumbnail is the first page of the document. For all non-PDF files a generic thumbnail is created. File types that display a thumbnail are:

  1. .csv
  2. .xls
  3. .xlsx
  4. .doc
  5. .docx
  6. .txt
  7. .mp3
  8. .mp4
  9. .pdf

Other file types are supported but may not show a standard thumbnail. 

Adding Documents to Your Form

Here's how to setup your documents for an event:

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If you're not sure of the name of your Document, you can also browse in thumbnail view by clicking the tile icon in the top-right corner.

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You can also sort documents within a document group. The three available sorting options are:

  • A to Z
  • Z to A
  • Custom

To apply sorting, first select documents from Not-selected section and move them over to Selected section using the + and - buttons as shown here:

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If you select Custom sort order, you can drag/drop the documents in the "Selected" section to change the order of the documents within the document group.

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

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  • Tap on the event to open the Event Menu. 
  • Select Documents.

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  • If more than one Document Group exists then the user will need to tap on the relevant button first. If only one Document Group exists then skip to the next screen below. 

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  • Tap on the Documents to share. A green check will appear at the bottom right of the Document thumbnail indicating it's been selected. 
  • Click the Send button. 

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  • Choose your share method. The following sharing methods are supported:
    • Email: Opens the device's native email client and inserts trackable links for your Document(s). 
    • SMS: Opens the device's native SMS client and inserts trackable links for your Document(s).
    • WhatsApp: Opens WhatsApp and inserts trackable links for your Document(s). 

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  • Tap on the Document(s) to select them. A green check mark will appear for all selected Documents. 
  • Click the Done button. 

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Sections

Organize your lead capture forms using Sections. Sections group together common fields like contact data, company info, or survey questions. With Sections, your form is cleaner and easier to manage for end users. To add a Section

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On the app, users can tap on sections to show/hide their fields. See the screenshot below. The Contact Data Qualification Questions Section is expanded while the Company Other Contact Info Section is collapsed.

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Form Styling

You can add custom styling to event capture forms to match your branding and provide and exciting end user experience. To change your style options, open the Event Designer and Click on the Style Tab. 

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Info
titleCustom Images

Use an aspect ratio of 1.75 width x 1 height for custom images. 

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You can adjust the font color of the Event name and address by clicking on the box next to Font Color. You can either use our color selector or enter a specific hex code.

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If you're using a background image on your form you might benefit from using the Field Background setting. This setting adds a background behind each question / field label. 

Max Width

This determines the maximum width of the event form in Web View. Turning this option ON will do the followings:

  1. Set a max-width to the capture form container

  2. Make it centered

  3. If the form has a background, make the background on the entire page, not just the capture form.

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Document and Section Background Color

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The Buttons Menu is a horizontal menu at the bottom of the form.

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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.

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

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Visibility

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 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.

You can set what happens when the form is submitted. Edit There are a few options you can configure for the Web View. To view the options, edit the Event and go to Properties > Web View.

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

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

  • 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

Every field you have added to the form can be configured for if it is visible on Web view, Mobile view or both

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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."

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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.

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Submission Actions

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,

  • Set up your Personal Email Domain List (learn how here).
  • Navigate to your Event Form's Settings menu.
  • Click the box shown in the screenshot below.

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If a user tries to submit the Form with a domain on your Personal Email Domain List, they will see an error and be unable to complete the form. You can customize the error message using the box that appears below the "No Personal Email Addresses" checkbox. Note: it will only appear when the box is checked.

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Owner

By default, when a device user submits a prospect from a lead capture form, the system will assign the user as the prospect's owner. You can change this setting in the form builder under the Properties tab. 

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  • Device user – system assigns prospects to the user associated with the submitting device
  • Specific user – system assigns prospects to a specific user of your choosing
  • Leave Unassigned – does not assign an Owner and relies on any default settings
  • Default owner – system assigns prospects to the global default (must be set in Lead Distribution Settings as shown in the screenshot below)

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If you would like the system to override any current lead owners in the system in favor of your form settings, simply click the checkbox on the bottom.

Quick Capture Mode

When your Event is in Quick Capture Mode, the Event Form will reload after the end user hits Submit. This mode is perfect for high-traffic events. 

Kiosk Mode

If you plan on setting up a form that event attendees will set up on their own, use kiosk mode. Kiosk mode locks the app so users cannot back out of the form without a passcode. When an attendee submits the form, the form will reload for the next attendee.

To enable kiosk mode, enter the form builder and click on the Properties tab. Check the "Enable kiosk mode" box.

Warning

While kiosk mode will lock the mobile app, it will not prevent users from accessing your device. We strongly recommend you lock the device software on the app. At a minimum, iOS users should set their device into Guided Access mode (https://support.apple.com/en-us/HT202612). While Android users can pin their app for some security (https://support.google.com/nexus/answer/6118421?hl=en), its effectiveness may vary from device to device. You should consider using an approved third-party kiosk app from the Google Play store.

In addition to configuring your device for kiosk mode, make sure you also lock down your physical device. We recommend using something that limits access to the device's home and power buttons at a minimum. Make sure it has a physical lock connecting it to a stand or table that someone would not be able to easily take without notice.

Edit or Delete a Form

Editing and deleting a device form is the exact same process as editing or deleting a web form. From the Events menu, use the trashcan and pencil icons to the right of the appropriate form. If you edit a form, device owners will receive a push notification letting them know a form has been updated. If you delete a form, the form and its submissions will be removed from their device.

Templates

Templates make it much easier to create new Event forms. They also help make sure you have a consistent experience across all events, while also reducing human error with event coordinators who may not be as familiar with the process.

To create a new Template,

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

If you give users Event Access on the Template, they will have access to every Event Form created from this Template. Only add users like event coordinators who should see every Form created from this Template on their device.

Unlike an Event Form, Templates will not appear on user's devices. Instead, when creating a new Event, select the Template from the Template drop-down menu. This will create a new form using the exact settings you used with the Template. Users can then Save and Exit to send out the new Event Form, or they can modify the new Event Form to better match their show.

You can control how much users can edit forms created from Templates. First, you can control who can add, edit, or delete fields using the Security Profile settings described above in this document. Second, you can set field permissions in the template itself. See below.

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  • Edit – if unchecked, users cannot edit this field on Forms created from this Template, even if they have the appropriate Security Profile settings.
  • Delete – if unchecked, users cannot delete this field on Forms created from this Template, even if they have the appropriate Security Profile settings.

Once you've completed the Template, you can add a Fulfillment Action to it. The Fulfillment Action will apply to every Event created from the template. See below for more on Fulfillment Actions.

Fulfillment Actions

You can add a fulfillment action to any device form. Fulfillment actions are one-step, instant automatic actions performed the moment a form submission comes in. You might add a tag with the event's name to the prospect profile, send the prospect to a deeper nurture automation, or use a webhook to send a text message thanking the attendee for their time. 

To add a fulfillment action, use the drop-down menu in the action menu to the right of the form. Click on Actions (Submission)

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In the Fulfillment Action pop-up window, use the drop down menu to select your desired action. 

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Toggle whether an action is repeatable using the green circular arrows to the left. Use the (+) icon to add additional actions. Remember, all actions will happen instantly.

To lean more about using fulfillment actions, click here.collect a lead rating at the time of capturing the lead information. Four different rating options are available i.e. 

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Collect Rating: Prompts the user to select a rating after a new lead is submitted.

 : The default value selected for the rating once a lead is submitted.

When Collect Rating option is enabled, a ratings field is displayed after an event form is submitted. This allows the users to pick a rating for the lead. Or they can select "None" if no rating is applicable.

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Captured rating information is also available on the event results page for each captured lead:

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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,

  • Set up your Personal Email Domain List (learn how here).
  • Navigate to your Event Form's Settings menu.
  • Click the box shown in the screenshot below.

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If a user tries to submit the Form with a domain on your Personal Email Domain List, they will see an error and be unable to complete the form. You can customize the error message using the box that appears below the "No Personal Email Addresses" checkbox. Note: it will only appear when the box is checked.

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Owner

By default, when a device user submits a prospect from a lead capture form, the system will assign the user as the prospect's owner. You can change this setting in the form builder under the Properties tab. 

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  • Device user – system assigns prospects to the user associated with the submitting device
  • Specific user – system assigns prospects to a specific user of your choosing
  • Leave Unassigned – does not assign an Owner and relies on any default settings
  • Default owner – system assigns prospects to the global default (must be set in Lead Distribution Settings as shown in the screenshot below)

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If you would like the system to override any current lead owners in the system in favor of your form settings, simply click the checkbox on the bottom.

Quick Capture Mode

When your Event is in Quick Capture Mode, the Event Form will reload after the end user hits Submit. This mode is perfect for high-traffic events. 

Kiosk Mode

If you plan on setting up a form that event attendees will set up on their own, use kiosk mode. Kiosk mode locks the app so users cannot back out of the form without a passcode. When an attendee submits the form, the form will reload for the next attendee.

To enable kiosk mode, enter the form builder and click on the Properties tab. Check the "Enable kiosk mode" box.

Warning

While kiosk mode will lock the mobile app, it will not prevent users from accessing your device. We strongly recommend you lock the device software on the app. At a minimum, iOS users should set their device into Guided Access mode (https://support.apple.com/en-us/HT202612). While Android users can pin their app for some security (https://support.google.com/nexus/answer/6118421?hl=en), its effectiveness may vary from device to device. You should consider using an approved third-party kiosk app from the Google Play store.

In addition to configuring your device for kiosk mode, make sure you also lock down your physical device. We recommend using something that limits access to the device's home and power buttons at a minimum. Make sure it has a physical lock connecting it to a stand or table that someone would not be able to easily take without notice.

Edit or Delete a Form

Editing and deleting a device form is the exact same process as editing or deleting a web form. From the Events menu, use the trashcan and pencil icons to the right of the appropriate form. If you edit a form, device owners will receive a push notification letting them know a form has been updated. If you delete a form, the form and its submissions will be removed from their device.

Templates

Templates make it much easier to create new Event forms. They also help make sure you have a consistent experience across all events, while also reducing human error with event coordinators who may not be as familiar with the process.

To create a new Template,

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

If you give users Event Access on the Template, they will have access to every Event Form created from this Template. Only add users like event coordinators who should see every Form created from this Template on their device.

Unlike an Event Form, Templates will not appear on user's devices. Instead, when creating a new Event, select the Template from the Template drop-down menu. This will create a new form using the exact settings you used with the Template. Users can then Save and Exit to send out the new Event Form, or they can modify the new Event Form to better match their show.

You can control how much users can edit forms created from Templates. First, you can control who can add, edit, or delete fields using the Security Profile settings described above in this document. Second, you can set field permissions in the template itself. See below.

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  • Edit – if unchecked, users cannot edit this field on Forms created from this Template, even if they have the appropriate Security Profile settings.
  • Delete – if unchecked, users cannot delete this field on Forms created from this Template, even if they have the appropriate Security Profile settings.

Once you've completed the Template, you can add a Fulfillment Action to it. The Fulfillment Action will apply to every Event created from the template. See below for more on Fulfillment Actions.

Fulfillment Actions

You can add a fulfillment action to any device form. Fulfillment actions are one-step, instant automatic actions performed the moment a form submission comes in. You might add a tag with the event's name to the prospect profile, send the prospect to a deeper nurture automation, or use a webhook to send a text message thanking the attendee for their time. 

To add a fulfillment action, use the drop-down menu in the action menu to the right of the form. There are two options available:

  • Actions (Submission) - This will trigger on every new form submission.
  • Actions (Doc Request) - This will trigger when prospect submits a form and selects a Document.

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In the Fulfillment Action pop-up window, use the drop down menu to select your desired action. 

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Toggle whether an action is repeatable using the green circular arrows to the left. Use the (+) icon to add additional actions. Remember, all actions will happen instantly.

To lean more about using fulfillment actions, click here.

Importing a Pre-event List

You can import a list to easily pull up contact information at your event. If your event organizer provides a list beforehand, follow these instructions to connect the List to your form.

To import a list from a CSV, XLS or .XLSX file do the following:

  • Prepare your file for import. For a contact to be imported, the contact must have at least an email address or full name. If an email address is not provided then we check for a Full Name (or First Name and Last Name). If a Prospect is found with the same name then the import record is matched with the first contact the system finds. If no match is found then a new Prospect record will get created. 
  • Optionally create a List. Note, it's not mandatory to import contacts into a list. They can be directly imported into the system. 
  • Click Prospects Import
    OR
  • Click Sales > Import and select Prospects if you are using OneFocus™ CRM
  • Drag & Drop the file into the dashed border box or select your file using the Upload button

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  • Map fields. Most fields are automatically mapped; however, check all your fields to ensure the data is mapped to a Lead Liaison field.
  • Import options per field:
    • For Multi-Picklist Values:
      • Ignore: Ignores the imported field data.
      • Overwrite: Overwrites the data in the list and Prospect data if the imported data is not empty.
      • Merge: Applies only to multi-picklist fields. Imported data will be used to update a Prospect's info without deleting existing information. For example, if the field is "Favorite Colors" and the Prospect's field has "Red, Blue and Green" and the imported data is "Brown, Green", then the resulting field data will be "Red, Blue, Green and Brown". Use a semicolon (; to separate multiple fields on your imported data.
    • For Everything Else:
      • Ignore: Ignores the imported field data.
      • Overwrite: Overwrites the data in the list and Prospect data if the imported data is not empty.
      • Update if empty: Overwrites the data in the list and Prospect data if the imported data is not empty and the Prospect's existing field data is empty.

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  • Preview results. The first ten rows of data will be shown in the preview. 

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  • Set your import options. Lead Liaison provides several options to add Prospects to a list, tag them, assign ownership, assign to a Campaign, set a Lead Source, and more. You must import your Contacts into a List to attach them to a GoCapture!™ form.  Each option is explained below:
    • Add to Lists(s). Select which list(s) to import contacts into. Note, this step is optional. Click the Create New List link to create a new list on the fly. 
    • Add Tags. Assign one or more tags to your imported Prospects. Click the Create New Tag link to create a new tag on the fly. To learn more about Tags read this
    • Assign Owner. Select which Owner to be assigned to all imported contacts. See Setting Lead Owner section below to assign individual Ownership within the import file. Assigning ownership within the file overrides the Owner: settings as shown in the screenshot above. Select Unassigned from the Owner drop down to not assign an Owner to each contact. The default Owner will be the user who is conducting the import.
    • Assign to Campaign. Assigns imported Prospects to a Lead Liaison Campaign. To learn more about Campaigns click here. To create a new Campaign click the plus icon to the right of the drop down.
    • Set Lead Source. Assigns a value to the Original Lead Source field. If the Prospect already exists you can override the Original Lead Source value by enabling the Override Existing Lead Source toggle switch. To create a new Lead Source, click the plus icon to the right of the drop down.

In order to connect the List to a GoCapture!™ form, you must import your Contacts into a List.


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  • Click Next. 
  • Click Run.


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  • View Results, Go Home, or import another file. 

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Download Past Import Files

To download files that have been previously imported do the following:

  • Navigate to Prospects > Import
  • Click the name of the file under the File Name column as shown below

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Viewing Imported Prospects

To view prospects from previous imports do the following:

  • Navigate to Prospects > Import
  • Select Results under the actions column as shown below

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Setting Lead Owner

Add a "Lead Owner" field to your import CSV file to automatically set (or overwrite) the existing lead owner value in Lead Liaison. 

Use Lead Liaison Username

Please note the value of the Lead Owner must be the Lead Liaison username of the Lead Owner. The Lead Liaison username is the username used when logging into Lead Liaison. To see your teams usernames look under the "User Name" column on the Managing Users page.

Importing Names

When importing names the First Name and Last Name must be separated into two distinct columns. Here are simple instructions on how to split names using Microsoft Excel

Importing Boolean Fields

When importing a boolean field (1 or 0, true or false, yes or no) the following values are accepted:

  • "true" or "false" (not case sensitive)
  • "yes" or "no" (not case sensitive)
  • "0" or "1"

Using 0

When using "0", the imported value will be empty. If you want the imported value to show up as "No" use "false" or "no".


These Lead Liaison Standard Fields are examples of fields that accept boolean values:

  • Do Not Email
  • Do Not Call
  • Bounced

Importing Submissions

In some cases, you may need to import form submission data. For example, one of your representatives may have taken down a Prospect's information on a paper form rather than using the mobile app. 

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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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