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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 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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  • Individual Invitations – Send an authorization code for personal use. This option allows you to identify the individual who has captured the lead and should be your default option. Send Individual invitations through Email, SMS, or both.
  • Universal Invitations – Send an authorization code for multiple users to use. This option will not let you identify the individuals capturing leads. This option is best for people who don't normally work with you, like vendors, temp workers, or third parties assisting you at your event. When selecting
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Admin level users can also send new invitations or check Auth Codes from the Captello mobile app directly. Read here for more details.


Reminders

Reminders help users activate their mobile app. If they have not logged in after a set amount of time, we will send them a reminder email with their Authentication code.

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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 > 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

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

To enable localization for app users, navigate to Settings > App Setup > Events and scroll down to Localization. Then select either Auto Translate or Custom Translate.

Auto Translate

Auto Translate uses an advanced translation program to translate English text in real time. With this option, users can easily switch between supported languages. The translations are very accurate, but if your organization uses special words and phrases, the app may not have context to translate properly. In these cases, you should use a Custom Translate template.

Custom Translate

If you want to specify how the app should translate certain internal words or phrases, you can upload a Custom Translate template. To add custom localization support:

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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.

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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

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

To enable localization for app users, navigate to Settings > App Setup > Events and scroll down to Localization. Then select either Auto Translate or Custom Translate.

Auto Translate

Auto Translate uses an advanced translation program to translate English text in real time. With this option, users can easily switch between supported languages. The translations are very accurate, but if your organization uses special words and phrases, the app may not have context to translate properly. In these cases, you should use a Custom Translate template.

Custom Translate

If you want to specify how the app should translate certain internal words or phrases, you can upload a Custom Translate template. To add custom localization support:

  • Navigate to Settings > App Setup > Events.
  • Scroll down to Localization.
  • Select Manage Custom Translate.
  • A new page will open showing any current custom translations you may have. Select one of the current ones or click on New for a new translation.
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  • Set the English word or phrase you want to customize, and the language your changing using the dropdown. Finally enter the translation that is desired.
  • Click Save.

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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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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:

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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. 

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

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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.

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

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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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Info
titleAdding More than One Document Group

More than one Document Group may be added to your form. When using the Document menu option on the mobile device, the list of Documents will be shown right away when there's only one Document Group in your form. When there's more than one Document Group, the user will need to select the Document Group to select Documents from within that Document Group.  

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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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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 Viewset 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.

Image RemovedYou 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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  • 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: 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

The following submission actions are available:

 

You can 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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Add to Automations

This action prompts the user to add to Automations after a new lead is submitted. You can choose multiple Automations which will be available on the app for selection.

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Add to Rhythms

This action prompts the user to add to Rhythms after a new lead is submitted. You can choose multiple Rhythms which will be available on the app for selection.

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This is how these actions will display on the mobile app:

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Fetch Related Prospects

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Using this option, you can find other related Prospects through our DataSpring feature. This prompts the user to search for related contacts after a new lead is captured. Prospects are fetched using your selected Search Criteria and the related company name or domain name from DataSpring to find and source the specified number of records. Related Prospects are saved in your database as a new Prospect record.

Use case: Suppose you are exhibiting at a tradeshow and meets Janice, the Director of Marketing at Philips Medical. The staff member scans Janice’s badge, fills out a custom form to collect data that’s meaningful to your business, then submits the lead. The staff member is prompted to optionally find other qualified marketing contacts at Philips Medical. The other contacts are automatically found by setting up a filter to find anyone with “Marketing” in their title and located in the United States or Europe. The additional contacts get saved into your database for later follow up and/or nurturing.

Search Criteria

Here you can select from pre-saved DataSpring search criteria. Instructions on creating/saving a new search criteria is available here.

You can use the Max Prospects setting to limit the number of records that can be pulled in from a DataSpring search. If a record was already purchased in DataSpring (using any method) then it will be skipped. For example, if Max Prospects is 5 and 3 records were already purchased in DataSpring (even from a direct search) then 2 additional records will be purchased.

Viewing Fetched Prospects

You can view the prospects you have added from the Fetch Prospects action from the Events Dashboard. When on the dashboard, you need to select your specific event that has had Fetch enabled as the target dashboard to be viewing. You will see a box for Related Prospects which shows how many have been fetched, and allow you to view those prospects.

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Info

DataSpring  search feature requires a  Sales Enablement license. Contact your Account Manager for more information about licensing.

This option allows you to enrich leads with information from social networks. Information such as gender, age, profile photo, and more are added to the captured record.

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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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 three options available:

  • Actions (Form Fields) - This will trigger based on the value of a given form field.

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  • Actions (Submission) - This will trigger on every new form submission.
  • Actions (Doc Request)

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  • - 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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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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