Overview

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

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

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

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

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Specifying a language ensures we default to that language and only use transcribers certified for that language. Localized transcriptions tend to take longer, around 1-3 business days after the end of the event.

If you need transcription in a new language not already listed, please contact our support team at least one week in advance with the following details so we can make necessary arrangements on our end for the transcription:

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You can 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.

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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