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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 > App Setup > Events > 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 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 > App Setup > EventsClick 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 > App Setup> EventsClick on the Invitations tabto 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 > App Setup > Events > Events > 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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  • 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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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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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 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.

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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.

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  • 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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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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