Lead Retrieval - Feature Setup

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Keywords: Lead Retrieval, Lead Capture, VIP Portal, Lead Codes, Attendee Leads, QR Code, Badge Printing, Touchpoint

Document ID: touchpoint-support_certain_com_hc_en-us_articles_360033132694-Lead-Retrieval-Feature-Setup

Lead Retrieval is a feature. Lead Retrieval enables exhibitors to scan leads at events and collect attendee contact information.

Audience: This article is for event organizers and exhibitors using Touchpoint.

Lead Retrieval

The Lead Retrieval package allows exhibitor attendees associated with exhibitors to whom the event planer has granted access to scan leads at the event and collect the contact information of attendees.

Adding the Lead Retrieval Feature to your Event

If you have purchased the Lead Retrieval package, you will see the "Lead Capture" feature listed as an option under "Add Feature +" on your event's Features/Menu settings page. Select Lead Capture, then click "Add Feature" to add this feature to your event.

The Lead Capture feature will be displayed on your Features list. You can click on the Lead Capture feature to view the settings. You may edit the Button Label as needed, hide the feature, remove the feature, restrict it to specific participant types, and edit the Lead Capture Custom Fields.

Editing Lead Capture Custom Fields

You may edit the lead form that is displayed when a lead is scanned in the app to include any custom fields you choose by clicking "Edit Lead Capture Custom Fields" on the Lead Capture feature settings. Here, you may add as many custom fields as you’d like by clicking "Add field", entering a field Label, and designating the field Type, along with any other options, such as multiple choice answers or ratings.

These settings will apply to ALL exhibitors' lead forms across the app. However, Exhibitor VIP Portal admins will be able to customize their own company's lead capture custom fields individually in the VIP Portal as well.

Granting Lead Capture Access to an Exhibitor

Enable Lead Capture by navigating to an Exhibitor's "Edit" page in the CMS. Under the settings portion of their listing you can enable lead capture for that exhibitor by clicking "ON" next to Lead Scanning. After enabling lead capture for that exhibitor, designate a VIP Portal Admin by entering their name and email.

VIP Portal

Exhibitors can customize their lead form to suit their organization's needs and requirements. Selecting "Manage Custom Fields" from the exhibitor landing page within the VIP Portal will bring up a modal. Add fields by selecting "Add field" from the top right. Field choices include Text, Rating, or Choice. If an Exhibitor VIP Admin edits custom fields for their company, these settings will override any existing defaults set across all exhibitors.

The designated Admin for an exhibitor may log in to the VIP Portal to view and export leads collected by their exhibitor attendees. They can also add members of their team, thereby granting them the power to scan leads using the app. Exhibitor members will see the lead capture button as an item in the information.

Attaching Lead Codes to Attendee Records

In order for the in-app scanner to connect the scanned QR code to the correct attendee record in Touchpoint, each attendee must have a "Lead Code" entered on their attendee profile, and the QR code on the attendee's printed badge must be embedded with the exact same Lead Code value.

For Certain Platform integrated events

When the attendees sync over to Touchpoint from an event that is integrated with the Certain Platform, the Lead Code for each attendee gets automatically populated with the attendee's Reg Code from the Certain Platform. If you are using badge printing through the Certain Platform, make sure to configure the QR code on your badges with the "Simple QR code" option. This will ensure that the Reg Code and only the Reg Code is embedded in the QR code on each attendee's badge.

For events managed in Touchpoint only

You will need to include a "Lead Code" column on your Attendee bulk upload spreadsheet and enter a unique lead code for each of your attendees there. This can be a registration number, external ID number, or even each attendee's email address (as this will be unique to each attendee). You will then need to coordinate with the team organizing your badge printing to configure the QR code on each attendee's badge with the exact same value you entered as the Lead Code on each attendee's profile in Touchpoint.

Badge Printing

Touchpoint does not provide badge printing services. The following example is a 3rd party service, used to illustrate how to simply and easily set up your name badges to work in conjunction with the Touchpoint app.

Avery.com - Badge Printing Example

After selecting the template you'd like to use you will be presented with a blank badge.

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