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Events are the core of Event Lead Management. They include trade shows, conferences, meetups, and any other live event where you could capture lead data. To set up a new Event, navigate to Events > Capture and click New. Select from the following form types:

• Exhibitor – Used to capture leads at live events or virtual trade shows. Includes all forms of lead capture such as kiosk, badge, and business card.
• General – Used for different types of use cases such as digital marketing, employee engagement, and more.
• Sales – Used by sales teams to capture leads from a mobile device while on the go. Forms never expire and are always available.

Note: the options on the New Capture Form menu will change depending on your form type. Set additional options by clicking the Advanced Settings button.

• Name – name of your Event
• Template – create Event using a Template (see Templates below)
• Save to – save event to a folder
• Campaign – add event to Campaign for ROI tracking purposes
• Description – internal description of event
• Event Date – start and end date of event used for reporting
• Archive Date – the last date end users can capture new Prospects in the mobile app
• Event Owner – user in charge of managing event
• Event Address – physical location of the event using Google Maps
• Registration List – attach a List of attendees
• Labels – custom labels for segmenting reports
• Visibility – Visibility of the event form can be set as Public, Private or Shared
• User Access – users and groups invited to the event

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Transcription Options

Captello offers two different transcription methods i.e. Human AI and Pure AI. Both are very distinct methods that have their own advantages.

Pure AI will be enabled by default. The submission will be in "Pending" status until the transcription is complete.

• Pure AI - Pure AI uses a sophisticated process that combines machine learning, image analysis, data intelligence, and artificial intelligence to perform its magic. Results are returned quickly inside the mobile app. Here is a quick overview video:

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  • Auto - This is the default option. Cards, once captured, will be transcribed automatically using Pure AI technology. (Click the orange text to change the setting)
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  • Manual - Manual means you take a picture but then you'd need to tap a “transcribe” button in the app to process the transcription. This is for situations where maybe you already have a badge scan and just want a pic of the card. (Click the orange text to change the setting)
    
• Human AI - Human AI uses an operations team of several hundred people. The workforce transcribes the contact information while artificial intelligence processes the data to find matching information and discard bad information. The result is a highly accurate process ideal for multiple use cases.
  
  

  • Workforce - Cards will be transcribed by Lead Liaison’s workforce for a small fee. Once transcribed, a event submission is complete. Transcription turnaround time is mentioned below depending on the use case. Click the orange text to change the setting.
    

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    • Transcriber Proficiency:

      
      

      
      

      Standard:Transcriptions are typically available within three (3) hours. Results may vary based workload and number of requests. Requests in bulk will be processed faster than single requests. Results will never take longer than 6 hours. Transcriptions that cannot be completed will be available in your internal transcription portal.

      

      
      

      Premium: Transcriptions are typically available in 60 minutes. Results may vary based workload and number of requests. Requests in bulk will be processed faster than single requests. Results will never take longer than 2 hours. Transcriptions that cannot be completed will be available in your internal transcription portal.

      
      

      
      

      
      

      
      

      

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      title NOTE
      Results from non-US instances may take longer to process.

      
      

  • Internal - Submissions held inside the platform for you or our Operations Team to transcribe. (Click the orange text to change the setting)
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The best method for your business depends on your use case. In the tables below we’ve highlighted six (6) use cases for transcribing contact information from documents, all of which Captello supports.

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Localization

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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 Enable Group Scan toggle in the Settings tab of the Scanner element.

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Here is a quick video overview:

Troubleshooting Ba by Running a Test Scan

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You can select from the list of available specific users and meetings.

If you select specific user, you will have the option to select from all available meeting types for that user and book a time on the calendar:

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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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You can also add Fulfillment Actions for any or all of your Stations by clicking on the small gear icon next to the station name:

This will open up the Fulfillment Actions dialog box where you can configure your actions for the particular Station.

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When exporting Event Metadata, the following options are available when using stations:

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

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

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This option allows you to block submissions from domains and emails. When this option is enabled, you can block submission using the following options:

• Domain List(s) - Pick from a predefined domain list.
• Enter domain(s) - Manually enter the domains to block e.g. gmail.com, hotmail.com.
• Enter email(s) - Enter email addresses to block submissions from.
  
  

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There are two methods of blocking:

• Mobile device submissions - When enabled, you can specify a message to show when the submission is blocked. Default is "Form not submitted."
• Web view submissions - When enabled, system will not accept web view submissions. With this option, you can either show an error message or you can add a redirect URL. If you choose a Redirect to URL then you can also specify whether you'd like to record the submission in the backend. This is controlled by enabling or disabling the "Accept submissions" option.

Note: If Block Submissions is turned ON then you cannot save the event form unless at least one of the above blocking methods is enabled.

Measure Completion

This feature is used to create competition with staff members / sales teams who are collecting leads at a trade show. For example, suppose there are 10 fields in your form. If Measure Completion is checked on four (4) of the fields then these fields will be used in the calculation while the other six (6) fields are not. If a user fills in three (3) of the four (4) fields with Measure Completion enabled then they’d have a Completion Rate of 75%.

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The following submission actions are available:

Collect Rating 

You can collect a lead rating at the time of capturing the lead information. Four different rating options are available i.e. Cold, Warm, Hot and Urgent.

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

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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

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.

Max Prospects

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.

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Social Append

This option allows you to enrich leads with information from social networks. When a lead is captured it is appended in real time with social information. You can enable this option from the event form Properties tab here:

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The Social Append feature includes these personal data fields to the Prospect record:

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Account admins can further control other Social Append settings (such as allowing for overage) from Settings > App Setup > Data Enrichment as outlined in the documentation here.

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Notify Lead Owner

This option allows you to send an email alert to the lead owner when the lead is captured.

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There are two available Notification Frequencies:

• Always - system will always send an email alert to the lead owner every time a lead is captured.
• User preference: user will get an option to select whether or not to send the alert. They'll see this prompt at the submission actions screen:
  
  

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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.

Prospect Owner (Mobile)

These settings will apply to the leads captured through Captello mobile app.

• 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.

Prospect Owner (Web View)

These ownership settings apply to leads that are captured using the web view specifically.

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• If “Event Owner” is selected, then system will use the event owner as the owner of the captured lead.

• If “Specific User” is selected, then system will use the selected user.

Changing Owner on Webapp

To change the owner of a prospect, simply go to their prospect profile, click on the current owner, and select the new owner.

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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. 

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Actions (On Input) are actions or alerts that are applied on the Captello mobile app side. These Actions can send alerts, pop-ups, sounds or vibrations when form data matches any of the criteria you choose. For example, let's suppose company ABC is of great importance to your business and you want to remind your staff to pay special attention towards such leads. So using Actions (On Input), you can display a custom text message inside the Captello mobile app every time a lead from company ABC is captured.

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• Navigate to Events > Capture
• Use the drop-down menu on the right to select Question Stats
• Select a date range

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Most fields will have different reports available. You can use the toggle in the upper-right corner of the field to change the report type.

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