Overview

Through fully-customizable forms and business card scanning, the live event lead mobile app makes life easier for sales, while the back office web app give marketing valuable marketing-qualified leads immediately. 

Getting Started

Before your team downloads the mobile app, make sure your account is configured right for your Organization.

Minimum Operating System Versions

Android

Android 10 (or Fire OS 8) is required.

iOS

For iPhones: iOS 15 at minimum.

For iPads: iOS 16.4 at minimum.

Security Profiles

Security profiles let you control how much access users have to Lead Capture elements within the Lead Liaison platform. To access security profiles, navigate to Settings > Users > Security Profiles. Click the Edit button to the right of the appropriate profile. 

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 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.

• 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 on the number 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)

Use the checkbox in the top-left corner to select and delete multiple devices. Use the spyglass symbol to search for devices by name. 

Invitations

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

In most cases, you should give each of your attendees their own mobile app Authentication code. You can grant users access either when cloning the templates or after creating the event form. 

To give users access when creating a new event:

1. Clone the appropriate template.

2. Scroll down to User Access.

3. Select users from the Users textbox by typing their names or emails.

OR

1. Click the (+) icon to add a new user.

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To give users access to an existing event:

1. Click on the Event name to open the Event Designer.

2. Click the Properties tab.

3. Scroll down to User Access.

4. Select users from the Users textbox by typing their names or emails.

OR

1. Click on the dropdown menu of an event.

2. Click on Access.

3. Select users from the Users textbox by typing their names or emails.

OR

1. Click the (+) icon to add a new user.

Sending New Invitations

There are two types of invitations you can send, Individual and Universal.

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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.

Bulk Invitations

It is possible to send invitations to multiple users in an spreadsheet. Follow the steps below to invite multiple people at once:

• Go to Events > Capture > Invitations

• Click on the Options drop-down button and click Bulk Invitations

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• Upload a spreadsheet that contains First Name, Last Name, Email and/or Mobile Number. A spreadsheet template is available to download if needed.

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.

To enable reminders, click on the lightbulb icon next to User Access. Then, set the number of days prior to the Event Start Date. If the user has not activated by your set date, they will get a follow up email.

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Bulk Invitations

You can send Invitations to many users at once using Bulk Invitations. To send a Bulk Invitation

• Navigate to Events > Capture > Invitations

• Use the drop-down menu in the top-right to download the Bulk Invite CSV Template

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• Open the spreadsheet and add your user info

• Use the drop-down menu to select Bulk Invitations

• Upload your completed spreadsheet

The Bulk Invite CSV Template includes first name, last name, email, and mobile phone. The system will send an invitation out to their email, phone, or both depending on what your provide.

While sending a bulk invitation, you can add event access to the users.

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Retrieving Authentication Codes

If a user loses their authentication code, admins or other profiles with the right permission can retrieve them. To retrieve the code

• Navigate to 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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Edit a Device

Once a user has activated their device, you can edit their device settings using the action menu on the right in Events > Capture > Invitations > Devices.

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Use the trashcan icons to delete the device from your system. Deleting a device will also prevent the user from accessing the mobile app. 

Use the pencil to edit the device's name on the device list. This is a helpful option to use if you have multiple users and will be sorting them into groups for various events. 

The drop-down menu contains the following options:

• Deactivate/Activate – temporarily remove or add access to the mobile app

• Delete – delete the device

• Edit – edit the device's name

• Groups – manage which groups the device is in
  
  
  

Revoke Invitations and Remove Authenticated Devices

To remove an invitation click on Events > Capture > Invitations and click the delete icon as shown below. 

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To remove an authenticated device click on Events > Capture > Devices button then select Deactivate from the menu as shown below.

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Authentication Settings for Mobile App

At the account level, you can:

• Enable sign-in with an Auth Code: Disable this option to prevent users from signing in without SSO.

• Enable using the "Forgot Auth Code" option in the mobile app

• Enable SSO login to the mobile app.

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. To enable Staff Directory as an option, turn on the Show Staff toggle in the Properties tab of the Event Designer. 

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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Each of the buttons beside someone's name allows a different action.

Open	Calendar. Clicking this button lets you schedule an appointment on the persons calendar.
Open	Call. Clicking this button lets you voice call the person selected using your device.
Open	Message. Clicking this button lets you send a text message the person selected.

Goals

Define goals for your event (targeted # of leads captured, etc.) and keep track of the progress toward each goal. Goals can be set at an individual level and/or team level.

To add your goals, click the gear icon on top and select Goals.

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Choose from these available options. Create goals based on target number of leads or number of submissions.

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For Individual Goals, select whether you want the same goal for all users, or custom goals per user.

In the Captello mobile app, a circular Goals icon will appear on the event when Goals are added.

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Tapping this icon will open up your Goals statistics. You can view individual progress as well as team progress towards the set goals.

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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:

• Arabic

• Chinese (Simplified)

• Dutch

• English

• French

• German

• Italian

• Japanese

• Korean

• Portuguese

• 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 Setup > Events > Capture 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 Setup > Events > Capture.

• 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.

Creating an Event

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

When providing Users Event access, existing users will appear in a drop down. If the User is not already in the system, you can add a new user by clicking on the (+) button to the right.

Once you click Continue, you will see the Event Designer. From here you can design your Event Form. Customize the form to capture any type of data using the same process as Hosted Forms.  

Custom Attributes

Custom attributes are event metadata fields you can add to the New Event menu. For example, you may want to add an attribute for Region which could then be exported with the other event metadata. To manage custom attributes, navigate to Settings > App Setup > Events and scroll down to Custom Attributes. 

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If you have Custom Attributes, users can select an Attribute to add to Event metadata when creating a new Event. 

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Device Objects

In addition to the existing web form objects, device forms have several unique objects: Custom Content, Image Capture, Signature, Business Card, Badge Scanner, Audio Recorder, and Documents. 

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Custom Content

Use Custom Content to add HTML 5 content to your Event Form. You can add text, images, links, and embedded content like YouTube videos or Google Maps. To add Custom Content,

• Add the Custom Content Element

• Optionally re-label the field and select visibility rules

• Click Add Custom Content
  

  
  
  

• Use the editor to add your content
  
  

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• If you are using an image in the custom content, there is an option in the Style settings to control the size of the image.
  
  
  

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  This setting overrides the image width to use the full width of the screen while keeping the image’s aspect ratio.

Image Capture

With the Image Capture element, users can add up to five images to their submission. Drag the Image element to your Event form. The Image element will appear on the device in the same order as the Event Designer preview.

Business Card Capture

Captello offers the option to capture business cards which can then be transcribed to retrieve lead contact information.

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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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Pure AI Advanced Mode and Language Support

Pure AI’s 'Advanced' mode offers significant improvements over 'Simple' mode, including supporting all languages.

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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)
  
  

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• 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:
      For the English Language:

      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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• Internal - Submissions held inside the platform for you or our Operations Team to transcribe. (Click the orange text to change the setting)
  

Localization

Select a default language for transcription. When set to English, Lead Liaison will still transcribe foreign languages, but will default to English when possible. English cards are typically available in less than an hour depending on the number of cards, time of day, and day of the week.

Two types of localization are available: Local Ops and Remote Ops. With Local Ops, business cards are sent through our normal transcription process, but only workers proficient in the selected language will transcribe the cards. A staff member reviews any submissions our workforce cannot complete. The following languages are available with Local Ops:

• Japanese

• Arabic

• Chinese

With Remote Ops, the cards are transcribed by a professional in that language. The professional will transcribe all cards personally. The following languages are available with Remote Ops:

• Russian

• Korean

• French

• Thai

For your end users, the process is the same. Some cards may be available within a few hours with Local Ops languages, but with either option we target 1-3 business days following the close 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:

• Number of leads you expect to capture

• First calendar day and last calendar day where you’ll be collecting leads

• Language you need us to support

Transcription Notes

Add special instructions for our transcribers. For example, you may ask them to use the company name as it appears on the card, not as it appears on the logo. Please note that while we will do our best to follow your special instructions, we may not be able to follow instructions that go outside of the scope of transcribing a business card. For example, our transcribers won't enter a campaign ID or default value into the Notes field. This should be done on the form.

Signature

The Signature element lets end users capture a Prospect's signature. This feature is perfect for opt in statements, non-disclosure agreements, and quotes.

Badge Scanner

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To setup up badge scanning on your form, do the following:

• Add the Badge Scanner object into your form:

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Barcode Length

The 'Barcode Length' setting sets a badge ID length for barcodes, to make the scanner only scan badges with which IDs are the same as the length.

For example, if the length is set to 6, only badges with IDs that consist of 6 digits will be accepted, such as “012345”.

Configuring the Scanner Step by Step

• Include all fields that you'd like to fill in once a badge is scanned. Typically, these fields are added to the form:

  • Name (First/Last)

  • Email

  • Phone

  • Address

• Important: You must map your fields to Lead Liaison Standard fields. This tells the system to fill the data into the field. In the example below, we mapped the email field on our form to the Email field in the system. This is done in the settings of each form field under the Map Rules section as shown below:

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• To pull all contact information from a badge, there must be field mappings in your form for each of the following system fields:

  • Email [Standard]

  • First Name [Standard]

  • Last Name [Standard]

  • Work Phone [Standard]

  • Street Address [Standard]

  • Street Address 2 [Standard]

  • City [Standard]

  • State/Province [Standard]

  • Zipcode [Standard]

  • Country [Standard]

  • Job Title [Standard]

Regular Scans (API Kit)

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 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

Integrated Registrated Providers

Our system can integrate with any provider that has an API kit. Here are some of the providers we currently integrate with:

• 1st Sales

• American TradeShow(ATS)

• ATS(HIMSS HSF 2019)

• Aventri - Nokia (STOVA)

• Aventri (STOVA)

• BadgerScan

• B-Com

• Bizzabo

• boabee

• Boomset by Hopin

• Bravura Technologies

• Capture technologies

• Circdata

• CMR Lead Retrieval

• cmrus (CMR)

• CompuSystems (CompuLEAD)

• Conexsys

• Convention Data Services (CDS)or CDS (Xpressleadspro)

• Convey

• Core-apps

• CTI Meeting Technology

• Custom Reg (Custom Registration)

• Cvent

• ECBadgeScan

• Eleventh and Gather

• eShow (netronix corporation)

• Event Power

• eventcore (STOVA)

• Experient(Maritz Global Events)

• Expo Badge/Expo badge (GCC)

• Expo Logic (Community Brands)

• Expo Tracker

• ExpoBadge (GulfCC)

• ExpoLeads/ ExpoTools - (Advanced Tradeshow Technology) - (Spargo) MCI

• Fira de Barcelona

• GRS

• Hannover Messe/DMAG Visitor-Data/Deutsche Messe AG

• High Performance Software USA, INC

• ITN

• ITR - uk

• key4events

• Leadature

• LeadValu

• Leni

• livebuzz

• LookingCube

• Marvel SOAP

• meetingplay (STOVA)

• MGL

• mosaic

• One Sky It

• Positive Proximity

• PreTix

• qConnection Inc.

• Regfox Registration

• Scan2Lead Adventics

• Showcare (Showcare Event Solutions)

• SmartSource

• spargoinc

• SPS Leads (Spsleads / SPS LR)

• Swapcard

• Swiftium Cosmic Portal

• Swoogo

• TASA/TASB

• TPNI

• Trade Show Leads (TSL)

• Tradeshow Multimedia Inc.

• TurnoutNOW

• validar

• VCARD

Please note that even if you see your show's provider on this list, you still need to follow the process above. API documentation can change from show to show, so it is important you send us everything you receive from the show organizer. 

What if the event does not offer a developer kit?

You can still use any of these options:

1. Transcribe business cards using Human AI (processing in the background) or Pure AI (processing on the spot).

2. Transcribe a badge using Pure AI (transcribe on the spot) and add missing contact information such as email and phone number.

3. Post-process yourself by taking a picture of the badge, manually collect emails, then transcribe the submissions at your leisure using the built-in capture portal.
   Hint: Use the “Send to Capture Portal” option on the Scanner element.

4. Self-service lead capture by having attendees scan a QR code or use a kiosk inside the booth to:

   1. Request a brochure

   2. Sign up for a demo

   3. Schedule a meeting

   4. Engage by playing a game

   5. Complete a survey

   6. Enter a contest

5. Run a guided tour or exciting competition. Set up “Waypoints” (branded QR codes) and/or digital activations around your booth. Waypoints can be backed by content (videos, brochures, games, etc.) to extend learning opportunities. Encourage attendees to scan Waypoints for a chance to earn prizes and get placed on the leaderboard. This entire experience can be delivered by Captello.

6. Import your leads into Captello after collecting them from the event. Captello will serve as your hub for all your event leads. Assuming you’ve built business processes that initiate from the point of lead capture, all of your processes will kick in once you import into Captello from your browser.

Regular Scans (ID Card)

Use the ID option to scan data from North American IDs such as driver's licenses or stats IDs. After adding the Badge Scanner element, select ID as the barcode type and North America as the region. 

Make sure to scan the PDF 417 barcode on the rear of the ID. No other barcodes will return data. 

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Regular Scans (Post-Show Reconciliation)

Some badge providers do not offer an API Developer's Kit and instead offer post-show data merge, also known as post-show reconciliation. Lead Liaison provides full support for this process. The workflow is as follows:

1. Scan badges to collect an ID.

2. The ID is stored in the Capture Portal.

3. IDs are exported from the Capture Portal and sent to the provider. 

4. The provider sends back a spreadsheet with appended data.

5. The spreadsheet is imported into Lead Liaison to complete submissions. 

6. Any post-submission processes (Fulfillment Actions or Automation) trigger at that point. 

Regular Scans (vCards)

vCards, also known as Virtual Contact Files, are a standard file format for electronic business cards. They contain contact information like name, address, phone number, email, and more. vCards can be easily shared through email, instant messaging, and other electronic means. They're particularly useful for importing and exporting contacts between different devices or software platforms. Many times, vCards are encoded within QR codes for easy scanning and distribution, especially in events and conferences.

Our lead capture solution is not only adept at scanning event badges but can also seamlessly scan vCards. This functionality is especially useful when attending events where vCards, often embedded within QR codes, are the primary means of exchanging contact details.

Key Features and Instructions:

• Dual Scanning Mode: The scanner can detect both vCards and badges simultaneously during an event.

• Built-in Capability: The vCard scanning feature is inherently integrated into the scanner element, ensuring it works out of the box without any additional setup.

• Barcode Type Setting: The efficiency of scanning vCards predominantly relies on the "Barcode type" setting in the builder. If set to 'Default', the scanner is equipped to detect badge barcodes, QR codes, and vCards across our supported formats.

• Recommendation: Given that vCards are frequently encoded within standard QR codes, it's advisable to maintain the Barcode type as 'Default'. This setting ensures the scanner captures a broad spectrum of badges and vCards effectively.

• Custom Barcode Type: While the default setting is recommended for general use, users who are certain about the barcode type and wish to scan only specific badges can specify the desired barcode type for optimized performance.
  Remember, the versatility of our scanner ensures you're equipped for diverse event environments, whether it's badge-heavy, vCard predominant, or a mix of both.

Configure your form (no contact data)

To configure your lead capture form for Post-Show Reconciliation, do the following:

• Add the Badge Scanner element to the form. 

• Check the Post-Show Reconciliation setting under Rules.

• Select Post-Show Reconciliation under Barcode Provider. 

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When your users scan, the fields will grey out and display the word Scanned. Users can then submit the form without taking further action. The submissions will appear as Pending until the post-show reconciliation is complete. 

Configure your form (contact data)

Some providers will also provide contact data embedded in the badge. This will usually allow you to see Name, Company, and sometimes Job Title. If the provider is also giving contact data, do the following:

• Add the Badge Scanner element to the form. 

• Check the Send to Capture Portal setting under Rules.

• Select the appropriate Provider. 

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When your users scan, the fields with contact data will populate. The other fields will grey out and display the word Scanned. Users can then submit the form without taking further action. The submissions will appear as Pending until the post-show reconciliation is complete. 

Submitting Scans

Once your event is over, you'll need to export the IDs from the Capture Portal. Do the following:

• In the Alert Center, select Capture Portal. 

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• Export your list of IDs by:

  1. Selecting the Barcode button

  2. Filtering by your Event

  3. Selecting Export from options gear

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• Run a test scan to ensure badges are scanning properly and the system is pulling in the ID. When your form is configured properly, you'll notice a few things:

  • The record will show Post-Show Reconciliation in red font. 

  • The Barcode ID section will have an ID as the value.  

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• Once you receive your appended spreadsheet back from the provider import them back into the system to complete the submission. 

• Choose Import from the options gear.

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• Follow these steps to configure the Importer, as shown below:

  1. Select your Event

  2. Select your appended spreadsheet

  3. Map fields

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Post-Show Reconciliation FAQ

• What does post-show reconciliation mean? Post-show data reconciliation (also known as post-show data merge) is a process wherein data is appended to your leads by the lead retrieval provider once an event is over. The process starts when Lead Liaison’s mobile app scans a badge and collects an ID. These IDs are exported from Lead Liaison and provided to the lead retrieval provider. The provider returns a spreadsheet that appends contact information to the IDs. The updated spreadsheet is then imported into Lead Liaison. IDs are matched and leads are submitted at that time.

• What else do I need to ask when I reach out to the event organizer to purchase post-show data merge license? In addition to purchasing the post-show data merge license, ask the provider when they will be able to get a sample badge. Also ask them if there is any data (like the Prospect's name or company) included in the scan for verification purposes, and how quickly the turnaround process will be. The turnaround time will affect your post-capture workflow.

• How does this change my post-capture workflow? Post-capture workflow will not be initiated until data has been collected from the lead retrieval provider and merged into Lead Liaison. Once the data is merged into Lead Liaison, the post-capture workflow will be initiated. Keep this in mind when building your workflow. Immediate follow-up will be delayed until reconciliation has been completed.

• How do I purchase post-show reconciliation? Always opt to purchase the API Developer Kit when available. When it's not available, choose the reconciliation option. For example, the provider below, rainfocus, offers post-show reconciliation as an option (bottom radio button) over using the show-provided scanning app (top radio button). 

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IntelliScan

IntelliScan is a method of lead capture at events that do not offer an API Devkit for lead scanning.

It allows you to scan attendee badges to retrieve the scanned lead’s information and automatically fills out the form.

Enabling IntelliScan

Once IntelliScan is enabled for your account, follow the steps below to enable it on your capture form:

• Click on the Scanner field.

• Switch on ‘Enable IntelliScan’

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• (Optional) Enabling the ‘Verify Data’ switch allows you to review retrieved data before filling the form fields.

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Below is an example of preview with ‘Verify Data’ on.

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Once you click ‘Accept’, the form is filled with the retrieved contact details.

For a tutorial on how to use IntelliScan from an end-user perspective reference this article.

Rapid Scan

In addition to regular scanning, users can save time with Rapid Scan. With Rapid Scan enabled, users can scan one badge or business card after the next without having to wait for the form to reload. To enable Rapid Scan as an option, turn on the Rapid Scan toggle in the Properties tab of the Event Designer. 

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:

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Troubleshooting by Running a Test Scan

Follow the steps below to validate badge data by running a test scan.

• Open the capture form builder for the specific event. Navigate to Events > Capture > Click on the event name.

• Click on the Badge Scanner element and select Test scan from the right side as shown below.

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• Open the mobile app and tap the hamburger icon on the top left to access the menu. Select Settings > Test Scan > Camera. 

• Scan the barcode on the badge then tap the Share button to share the contents with yourself. This information is the value behind the barcode. 

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• Copy this information into the Test Scan popup in the capture form builder then click Test.

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• The Test Scan results will be displayed on your screen. Using the example below, in Section 2, we can see the results of this badge scan show the Street Address, City, State, and Zipcode are missing from the badge. In this case, the registration provider may not be sending the information through the API or the attendee does not have this information in their registration profile. Each section is explained below:
  
  

  • Section 1: Raw contents of the barcode.

  • Section 2: Formatted response from the registration or badge providers API.

  • Section 3: Unformatted (raw) response from the registration or badge providers API.

  • Section 4: Debug information that maybe be useful to Captello's Support Team.

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Lookup

The lookup feature allows you to prefill capture form fields by searching databases that you have connected, such as NPI or your Salesforce account. The search can be done using email address, or in case of NPI, using the NPI of the lead.

To set up the Lookup feature in a capture form, follow the steps below:

• Add a single line text field, navigate to its properties, and enable the Lookup toggle.

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• Select your Lookup source, which can be ‘System’ (Your existing prospects, an always available options), Salesforce.com or NPI (if you have the licenses for them).

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• To review data before filling the form, turn on the ‘Verify Data’ toggle. It works similar to business card AI transcription.

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The lookup field will have a search button on the side. Its colors can be customized.

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Here is an example of how verification looks like:

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Customizing The Lookup Search Button Color

In the style tab of the capture form, scroll down to tthe ‘Lookup button style’ section. To custmize the colors of the button, turn off the ‘Use theme style’ toggle, then choose your desired colors.

‘Lookup button color' changes the background color of the button, while 'Lookup icon color’ changes the color of the magnifier on the button.

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System Lookup

The system lookup allows you to lookup existing Captello prospects using Email. To enable it, select ‘System’ from the Lookup source drop-down.

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System Lookup Field Mapping

The following fields are retrieved when a system lookup is done (given they are mapped in the form).