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Setting Up Lead Capture

This article walks an organizer through preparing an Event for Lead Generation. The end state: one or more lead capture forms, with Collectors assigned and ready to scan.

Before you start

Decide:

  • Which sponsors or partners will be capturing leads at this Event
  • Which Activities (booths, tables, vendor halls) the lead capture happens at
  • Who the Collectors are for each sponsor — the people who will actually scan
  • What questions each sponsor wants to ask after scanning (qualification questions)

For larger Events with multiple sponsors, expect each sponsor to need its own lead capture form, its own questions, and its own assigned Collectors.

Step 1: Designate the Activities used for lead capture

Lead Generation typically attaches to specific Activities — for example, a "Vendor Hall" Activity, an exhibit time block, or a sponsor's session.

In the Web App:

  1. Open your Event's Activities tab
  2. Create or open the Activity that represents the lead-capture context
  3. If your Event distinguishes Activity types, set the Activity type to Lead

See What is an Activity? for the underlying Activity model.

Step 2: Create the lead capture form

For each sponsor or workflow:

  1. Create a lead capture form linked to the relevant Activity
  2. Give it a name — often the sponsor's name or booth identifier
  3. Define the survey questions Collectors will be prompted with after a scan

Form questions are separate from the Event's registration questions. They are sponsor-specific qualification fields. See Lead Forms & Surveys.

Step 3: Assign Collectors

Add the people who will scan. For each Collector:

  1. Add them as a user on the account with the Collector role
  2. Associate them with the appropriate lead capture form
  3. Confirm the email you used matches the email they will sign in with on the Mobile App

For a sponsor with several staff members at the booth, add each staff member as a separate Collector and associate them all with the same form.

Step 4: Test before the Event

Before the Event runs:

  • Have one Collector sign into the Mobile App and confirm the Event appears
  • Have them open the FAB and confirm Scan for Leads is available
  • Have them try a test scan against a sample Digital Badge (their own, or a tester's)
  • Confirm the survey questions appear as configured
  • Repeat for each sponsor's form

Testing in advance catches problems while there is still time to fix them. Day-of fixes are harder.

Step 5: Brief the Collectors

For sponsor-staffed Collectors who are not part of your team:

  • Share a short brief: install the Mobile App, sign in with the invitation email, find Scan for Leads in the FAB on the Event's main details page
  • Walk through what to do if a scan does not work (try again, confirm the participant has a Digital Badge, capture details by hand as a fallback)
  • Set expectations about offline behavior — leads queue on the device and sync when connectivity returns

During the Event

Once configured and the Event is running, Collectors scan badges and the system handles the rest. The organizer can monitor lead capture in real time through Track.

See Runtime Lead Collection for the runtime side.

After the Event

The organizer reviews captured leads in Track / Individual on the Activity tied to each lead capture form. Sponsors receive their leads via organizer-driven sharing — manually copied or exported from the Track view, scoped to the sponsor's own captures.

A dedicated lead-export feature is on the product roadmap but is not yet available. See Sponsor & Exhibitor Coordination for current handoff patterns.

See Also