Lead Capture® is used to simultaneously showcase your product and get leads in trade show settings.
Before you configure Lead Capture for your show you need to know the following components:
The dates of the event.
The content you wish to present in App Data Room.
Who will be using the app at the event.
Will there be bar-codes or QR codes or business cards you want to scan for attendee contact information?
Do you have time to do this or would you like us to help you? Click here to contact our Support Team!
Here are the basics:
Find and Click on Events in the navigation bar on the left under Lead Capture.
To start setting up Lead Capture for a new event, click on Add Event.
You can then add the name of the event and create a password that can be used by users to access the event.
You will also set the start and end dates for the event. These dates indicate when the event will be visible within the app. Note: These are not to be confused with the dates of the actual event. If you want to see the event in the app immediately, make sure you set the date to the current date.
Activate badge-scanning if you will be scanning badges to auto-populate the lead forms. If you choose this option you will be prompted to choose the badge type (QR, PDF417, or 1D barcode). Badge scanning is only available on iOS devices. Keep this deactivated if you plan to manually enter information into the lead forms. Please call us for assistance if this is your first time using this feature. http://appdataroom.com/contact/
The Follow Up Email Template at the bottom can be customized for a specific event or left empty. If you choose to leave it empty, the default email template in the Localization section of Media Manager will be used when contacting leads.
Note: You will need to include the code %1$s as a break somewhere in your follow-up email template to allow media to be linked in your follow-up email.
When you have filled everything out, click Save & Exit to finish later or Next to continue to build the forms.
When you choose the fields that you would like to show up on the mobile device, click on Add Fields.
This will bring you to a page where you can fill out the name of the field (e.g. Name, Email, Address, etc.) under Field Name.
You will also need to choose the Field Type (Text Field, Text Area, Single-Select Options List, Multi-Select Options List, or Text Field with Options). Click here to see proper form field formatting. You can also indicate whether the field will be required to fill out or not. When you have finished filling this page out, click Save.
If you have activated badge-scanning, you will be automatically directed to the Add Administrators page. On this page you can search for users and invite them to be administrators. Administrators have the authority to toggle on the badge, add a code, etc. When you finish inviting administrators, click Save & Exit or click Next to move on to the Add Fields page.
You can also get to this page from the Edit Event page.
Field Types and Options
Depending on the Field Type that you choose, you may be prompted to an additional step.
Text Field can be used for shorter text and is only one line. The Text Area, on the other hand, can be used for responses that require more lengthy, full paragraph text. Choosing Text Field or Text Area will automatically insert spaces for leads to type their information and will not require more information to be added.
The Single-select Options List is used when there is only one option to choose from.
Multi-select Options List can be utilized when you want to allow people to select more than one option.
Text Field with Options means there will be a dropdown menu of options as well as a choice to type in an answer.
Choosing the remaining three options will bring you to the Add Options page where you can type in the selections leads have to choose from.
There is the option to add a dependent field to an existing field. This field will provide the user the ability to add different options depending on which option is selected for the existing field (i.e. for country you can set up the dependent field of state. The state options change on which option is selected for country). To add a dependent field, click Dependent Field within the Add Options page and you will be directed to the Add Field page.
You can see the leads that were generated from events by clicking on Events under Lead Capture, choosing the event you want to view (clicking on the Edit button) and then clicking View Leads. You may click on the lead to view the information on the lead that has been captured.
You may also view the same by clicking on Leads under Lead Capture and then following the same process to view the lead information.
Clicking on these will bring you to the Leads page where you are able to view and sort leads by event, the salesperson who generated the lead or the date that the lead was generated on.
You also have the ability to Export your leads into a CSV file by clicking the Export button.
Please ask us for assistance:
We know how important trade shows are for generating valuable sales leads for your organization. This feature was created to help you capture high quality leads as a part of a sales conversation using App Data Room. Setting up this feature for the first time can be daunting. This is why we encourage you to contact us for assistance in setting it up. Our Client Services can also provide a turn-key solution for you including setting up the feature, loading your content, renting iPads, exporting the leads, and on-site support during the show.