Lead Capture FAQs
Getting started in under 10 minutes
- Instantly distribute emails to leads
- Quickly add your own custom profiling tags to leads
- Review your lead history at any time from the device
- Add your own notes to aid your follow-up process
- Export leads at any time during the event
- Real-time sync across multiple lead devices
- Onsite team to support you.
What to do before the event
As an exhibitor or sponsor onsite you may be provided with a private URL to access your lead capture portal. Here, you can create and edit email templates which are then accessible on the lead capture device you receive onsite. When a lead is captured at the event you have the option to immediately send an email with your information to the lead.
You can visit your portal at any time before or during the event to create or edit your email templates. We recommend creating them beforehand to ensure maximum distribution onsite!
Email templates setup
What alias do the emails come from?
If you test an email template within the editor the test email will come from an email address of Acme Convention 2020 email@example.com which is just a test address.
You do not need to edit or make changes, the system will automatically update that address.
What are the ideal image sizes to use in the emails?
You can insert images at the top of your email templates in the body or in the footer.
If you are wanting to add a banner, we suggest an image that is 600px wide x no more than 400px high.
If you want to add a square aspect logo, we suggest not making it much bigger 450 x 450 px
How do I manage unsubscribes?
Can I customise the email with personalisation?
I have just updated my email template, now what?
How long have I got to design my email?
Is it possible to send an attachment?
Within the email editor, perform the following;
1 – Insert a button and give it a meaningful name
2 – While the button is in focus, within properties tab on the right-hand side, select link file
3 – Upload your file
4 – Press Insert
The button is now linked to the file, so as a user clicks on the button the document will open.
Here is an example;
How many email templates can I have?
Yes, create as many email templates as you think are needed.
Testing your email templates
Once you’ve created a template email you can easily send yourself a test email.
While inside the email template editor:
- Top left menu mouse over Actions
- Select the entry Send test
- Enter an email address for the test email and press send.
The test email will come from the following address
[TEST] Acme Convention 2020 <firstname.lastname@example.org>
Don’t worry, your email during the event will come from the event email address and not from the Acme Convention 2020.
Add profiling tags to leads
What are Tags and how do I use them?
When you receive your lead capture device at the event, we will train you on how you can setup your own profile tags. The tags will allow you to add custom attributes to each lead when you capture them. For example, you may wish to setup tags that identify ‘hot’, ‘warm’, and ‘cold’ leads. Alternatively, you may wish to add tags based on a particular product offering; ‘Product A’, ‘Product B’.
Onsite at the event
When will I receive my lead capture device?
How do we get trained on the device?
After the event
I have more than one lead capture device do I get two lead lists?
At the time of export, you will receive one file that contains the leads collected from any device set to that profile.
Will I know what email was sent to what lead?
What data do I get and what format?
EMAIL:email template name
EMAIL:email template name
TAG: your tag
TAG: your tag
The information provided may not be complete. For example, if the attendee didn’t provide a LinkedIn profile address then it will not appear within the file. We provide all information provided by the individual.
The file has a column for each field, including any email templates or tags you may have created. A time stamp appears in the Email column to indicate if and when an email was sent to an attendee.
How can I access the lead information?
You only need to send this link once. Use this same link at anytime to view an updated list of all the leads you have captured at the event.
The download link for your leads is live for two weeks after the event finishes. Make sure to download your leads .csv within this period.