End users will capture Prospect information by entering data onto a custom form, scanning badges, capturing business cards, and more. This document will guide users through downloading the app, setting it up, and capturing Prospect data.
Prior to attending the event, ensure that your device is equipped with the most recent version of the mobile app. The app is compatible with Apple iOS version 14 or higher, Android version 10 or higher, and Amazon Fire OS 7 and above, supported on Amazon Fire tablets released in 2018 or later.
If your users cannot access the Google Play Store or Amazon Appstore, users may download our APK directly to install. The user must give their device permission to install from unknown sources. Click below to access the appropriate APK. Currently Apple does not allow for similar side-loading methods on iOS or iPadOS devices. If you need to side load on an iOS or iPadOS device, please contact Lead Liaison support for more options. |
If you are a new user, you will receive an email with an invitation code and links to the App Store and Play Store. If you prefer a text message invite, please contact your event coordinator before the event. After installing,
Open the mobile app
Enter your email
Enter your authentication code
Tap Sign In
If prompted, allow notifications
Once you have logged in, you will not need to do so again. The app will remember your device unless you uninstall the app or manually unauthenticate.
If you forgot or lost access to your auth code, tap on 'Forgot Auth Code?', to resend it to your email.
If you are an existing user, you are ready to go. Make sure you have the most up-to-date version of the app. Normally the app will update automatically through the App Store, but it is best to check for pending updates before the event.
If you uninstalled the app or unauthenticated after your last event, simply use the same authentication code and follow the steps above. If you no longer have your code, ask your event coordinator to resend it.
When you first log in to the app, you will see the Events screen. The Events screen will only show events you have been invited to.
While the App loads, you will see a syncing bar at the bottom. If this is your first time opening the app, it might take up to 30 seconds to fully sync everything.
Tap on an Event to open its options.
Capture - open event lead capture form
Review Submissions - view or edit previously-captured leads
Instructions - view instructions for this event
Cancel - return to Events screen
Before starting, review your device settings. To access settings, tap the menu icon in the top-right corner and select Settings.
The organization section shows data on your organization's profile from Lead Liaison. This data is for informational purposes only and cannot be changed within the app.
Name– the name of the organization
Key– device key for testing purposes only
Operator– user the device is assigned to
Change the displayed language. App menus, field labels, and field hints will change, but Event Names and locations will not change.
The app will detect the user's default language settings on their device. If supported, it will automatically adjust to that localization if Auto Translate is turned on in the back end. |
The operations section has the automatic upload option. By default, automatic upload is enabled. While it is enabled, Captello will automatically push new prospects to the Lead Liaison platform. If you prefer to review submissions before sending them off, turn this toggle off.
Saves a copy of the business card image (both front and back) in images locally on your device.
If the Automatic Upload setting (above) is disabled and Reminder For Unsubmitted Leads is enabled, a notification will trigger (based on the scheduled time) if leads have not been submitted from the device to the server. This notification may be triggered when leads are collected in bulk. For example, from Rapid Scanning badges or business cards.
Turning this setting on will crop the image of the business card around the card only. Works best with contrasted backgrounds. Cropped images are easier to transcribe and result in higher quality results.
Use this section to manage your kiosk mode password. If you open a kiosk mode form without setting a password, the app will ask you to create one at that time. If you forget your kiosk mode password, you will have to return to your device's home screen and exit the app to restart it.
Allows a single tap on drop downs and eliminates the need to make a selection and then click a button to enter your choice.
The Diagnostics section contains information that may be required by the support team in case of any questions or concerns. To save temporary device storage, you may turn logging off. However, the support team may be unable to diagnose potential issues without logs.
To unauthenticate your device, click the red button. Keep in mind, you will need a new authentication key in order to reactivate your device.
Inside the mobile application you'll see a menu option for Support. Inside this area there are three sections:
Start a Conversation | Open a Support Ticket | Open Documentation Page |
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This section allows the admin level users to perform below actions right from the mobile app:
Click on the hamburger icon at the top left and select Admin:
The Admin option in the app menu is tied to the following permission(s) in user's Security Profile: Check "Mobile App See Access" if you want mobile users to be able to see the Admin options in app menu. Similarly, you can control whether or not they can see Auth Codes or send invites. |
Next, select the event you'd like to check or grant access for:
Now you'll see a list of all of the users who have access to the event. This is divided into three sections:
To check or share Auth Code, simply click on the user and it will show the details like below. You can also share this information using the Share option.
To invite a new user, click on the red + icon at the bottom right. From here, you can either add a new user invite, send invite to an existing user, or send a universal invite:
In case of a new user, simply enter the name and email address of the user and click Invite. If you like to send invite via email and SMS both then you'd have to enter their phone number as well.
If you are inviting an existing user, click on the Select User dropdown menu and select the user to send the invite to:
You can view all your event analytics in the app as well. Open the app menu, tap analytics, and choose your event to get started.
This is the same information as you get in the Events Dashboard under the web app.
To begin capturing leads, tap on the appropriate show and select Capture. If this is the first time you have opened this Event form, you may see the Event’s instructions.
Once you have completed the form, tap the Submit button in the top-right corner of the screen. You should see a success message as shown below. To cancel your submission, tap the back arrow in the top of the screen.
Rather than manually enter data, you may have different options for capturing data. These options include
Your event coordinator may have enabled either the Buttons Menu or Floating Buttons. These buttons make it easier for you to capture, edit, and review your leads at an event. Depending on the event's settings, your options may vary from those shown below.
The Buttons Menu is a horizontal menu at the bottom of the form.
The Floating Buttons are an alternative menu style to the Buttons Menu. Instead of displaying across the bottom of the form, the buttons can be shown/hidden by tapping an icon.
Your event coordinator may have organized your form into sections. Sections will contain multiple fields. You might see Sections for contact data, survey questions, etc. Simple tap on a section to see its fields.
To use the business card capture tool, tap the boxes to activate your devices camera. The left box is for the front of the card, the right box is for the back of the card. You can also capture almost any form of written document using this element.
For resumes and other documents, make sure to focus on contact data rather than trying to fit the entire document into the frame. Remember, you can always use the Back business card element to capture additional details. See the Resume Capture Examples below.
To make sure Lead Liaison can accurately transcribe the data, be sure to:
Keep relevant contact data in the frame
Allow your device to focus
Keep the device steady while taking pictures
Keep the document in good lighting
Review the image after you have taken it
After taking a picture, you can tap the thumbnail image for additional options.
If you are using badge scanning at your event
Badge scanning also works in offline mode. When the device is offline, you will see a green success message letting you know the scan was successful. Once you see this message, you can hit Submit. The app will fill in the scanned fields once it is back online.
If you want to scan your own badge, you can click on the camera icon in the top-right corner of the scanning screen to switch to your device's front camera.
Some providers use NFC name badges instead of a barcode. In these cases, your device will scan an RFID chip embedded in the badge. Not all devices support NFC scanning, so be sure to check your device prior to your event. Notably, any iPhone prior to the iPhone 7 is not compatible. |
If you are using Rapid Scan at your event
If using the badge scanner
OR
When in Rapid Scan mode, the app will not process the same badge twice. If you accidentally scan the same person's badge multiple times, you will not see duplicate submissions.
The app will not begin processing submissions until after you exit Rapid Scan. Once you have exited, the system will run the codes through the show Organizer's API and upload to Lead Liaison's server. Depending on the number of scans, this will take several minutes. |
Here is a quick video overview:
If using the business card reader
Here is a quick video overview of using rapid scan for business cards:
The business cards will not be sent for Transcription until after you have exited Rapid Scan. Once you exit, the system will upload the badge scans to the selected transcription portal. Depending on the number of images, this may take several minutes. |
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.
Here is a quick video overview:
Mobile app users can use your Documents to:
Tip: Long press on a Document thumbnail to open the Document. |
To share Documents do the following:
To share Documents for follow up in an email do the following:
To review your form submissions, tap on the appropriate form and select Review Submissions. Tap on the submission to see the full form response. You will also see relevant metadata about how the submission was captured once you tap into it.
Submissions are color coded based on their status. The table below explains each of the statuses.
Ready submissions are stored in the device and have not been sent back to the Lead Liaison platform. You will see this status if autosubmission is turned off or the device is working offline. To upload ready submissions, tap on the cloud icon in the top-right corner of the screen.
Pending submissions have been uploaded to the transcription portal but have not been completed. Once a transcription is complete, the submission will update with the prospect's information and change to Sent status.
You can manually block a Ready submission by tapping on the blue icon next to the submission. The icon will turn red, and the app will not upload the submission, even if you tap the upload cloud icon. This option is best for unqualified leads like other vendors who visited your table during the show.
Use the Search bar to search for Prospects by name or email. You can do a partial search if you are not sure of the Prospect's full name or email.
Click the filter icon on the top-right to use filters instead of searching. You can filter submissions by
For example, you could run a filter to find all of the leads captured by Associate A on October 23rd using business card transcription.
If a submission is in Ready status, you can edit it before uploading. Tap on the form and the Review Submissions. Tap on the submission to open the form again, make the appropriate changes, and the click the Submit button in the top-right corner.
If you choose a form with kiosk mode enabled, you will not be able to back out of it again without your password. If you have not already set up a password, the app will ask you to create one.
When you are ready to exit the form, tap the back arrow in the top-left corner of your screen and then enter your password. If you input the incorrect password, the app will ask you to try again.
This is an inbuilt chat feature in the Captello app. Conversations allow you to connect and chat with any of the available users from your staff directory. You can do one on one conversations and can also create group conversations.
To start a new conversation, click on the chat bubble at bottom right of the Staff Directory page or go to Conversations in the app menu.
You can also initiate a chat from the event form page by turning on this option in the app settings:
To create a new chat, follow these simple steps:
You can view a list of all your conversations from App Menu > Conversations page here:
At the top, you'll see different tabs indicating event names that you can use to view conversations for those specific events only:
You can also search for conversations with specific members by searching with their name.
You can export your submissions (leads) directly from the mobile app as well. Navigate to the Leads page from the menu options:
Click the 3 dots at the top right and select Export:
Enter your email address to receive an email with a link to the exported file. You can enter multiple email addresses at the same time if you like to share the export with multiple users.
You can even select from a date range to export the results:
Note that the export from the mobile app will be delivered within 2 minutes of tapping the export button.
Depending on your account settings, you may need a web-app login to be able to download the export. |
To enable exporting without a web-app login, turn on the Export without web login toggle from App Setup > Account > Settings