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!
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, Business Card or 1D barcode). Badge scanning and business card scanning is only available on iOS devices. Keep this deactivated if you plan to manually enter information into the lead forms. Please contact us for assistance if this is your first time using this feature.
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.
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.
Building Forms & Field Types/Options
To format your form for your leads, you will need to enter the information that you would like. First Name, Last Name, Email address, etc. Click here to see proper form field formatting.
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). You can indicate whether the field will be required to fill out or not. When you have finished filling this page out, click Save.
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.
Field Type Options:
Single-select Options List is used when the lead can choose one of the options listed
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.
See below for an example on how to fill out Single - select and Multi - Select options lists
Click save and you will be returned to the Event page.
If you click on the arrow next to the field name, you will see a list of the possible options for your lead 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.
When you get to the last page, title "Map Badge (Optional)" you are done. Everything that you have entered has been saved as you go. To exit, click on the title of the event to return to the Event page.
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.
Turning on Lead Capture in the App:
To turn on Lead Capture on your iOS device, click on the Settings tab in the App. You will see a toggle that is turned off under Lead Capture.
Switch the toggle to green to turn on. A window with a list of events will pop up, choose the event you would like to use.
When you choose an event, the password window will pop up. Enter the password that you assigned to the event.
The toggle will remain green until you completely log out of the app. If you close the app without logging out, you will remain inside the event when you open it again.