Skip to content

How Lead Generation Works in Eventene

Lead Generation is Eventene's runtime workflow for capturing leads at an Event — typically by sponsors, exhibitors, or partner organizations who want follow-up contacts after the Event.

It is a runtime feature. Once configured by the organizer, lead capture happens during the Event, primarily from the Mobile App.

What's in scope

Lead Generation supports:

  • Sponsors and exhibitors who want to scan attendee badges at booths
  • Custom lead capture forms with qualification questions tailored to each sponsor
  • Real-time lead recording during the Event
  • Offline scanning that syncs when connectivity returns
  • Lead data export for follow-up after the Event

It is not a full CRM. The output is a structured record of "this Persona was scanned by this Collector during this Event, with these survey responses."

The four-role model

Lead Generation involves four kinds of participants:

Role What they do
Organizer Sets up lead capture forms, designates which Activities support lead capture, assigns Collectors, reviews and exports lead data
Sponsor (or exhibitor) The external party that wants leads. Provides one or more Collectors and may help shape the qualification questions. Sponsor is a coordination relationship rather than a data-model role.
Collector The person at a booth or table who scans attendee badges and records leads. Operates from the Mobile App. Collector is a system role distinct from Organizer or Event Staff.
Participant The Event attendee whose Digital Badge is scanned

For the broader role model, see Account Roles & Permissions.

How it works at runtime

  1. A Collector opens the Mobile App and selects the Event
  2. The Floating Action Button (FAB) offers scanning options — the Collector chooses Scan for Leads
  3. The Collector scans a participant's Digital Badge QR
  4. The system records the scan: which Persona, which Collector, timestamp
  5. If the lead capture form includes survey questions, the Collector enters responses (often with the participant present)
  6. If online, the lead syncs immediately; if offline, it queues and syncs when connectivity returns
  7. The organizer reviews and exports captured leads through Track

For the broader scanning context, see QR Codes & Scanning in Eventene.

How Lead Generation relates to other Eventene systems

System Relationship
Activities Lead capture is tied to specific Activities — typically Activities designated for lead capture, such as a Vendor Hall or sponsor booth
Digital Badges The participant's badge QR is what Collectors scan. See Digital Badges
Personas Each scan identifies a specific Persona, not the underlying account
Mobile App Collectors operate entirely from the Mobile App at runtime
Track The organizer reviews lead data through Track, including CSV export
Groups Sponsors and Collectors can be organized into Groups for invitation and coordination
Tags Lead survey responses can support tagging for follow-up routing

What participants experience

Participants typically have no special steps for lead capture beyond presenting their Digital Badge. From the participant's perspective:

  • The Collector asks for the participant's badge
  • The Collector scans the QR
  • The Collector may ask one or two follow-up questions
  • The interaction ends

If a participant does not want their badge scanned at a particular booth, simply not presenting it is sufficient.

When to use Lead Generation

  • Conferences with sponsors or exhibitors
  • Trade shows with multiple vendor booths
  • Member events where partner organizations want follow-up contacts
  • Educational events with corporate sponsors

When an Event has no sponsors and no need for distinct third-party capture, Lead Generation is unnecessary — regular check-in covers attendance.

See Also