Badge Scan Leads

Enabling Lead Scanning for Exhibitors

Lead capture permissions can be managed in the Admin Panel under Exhibitor Manual → Global Settings. To grant lead scanning capabilities to all exhibitors and their team members, admins can activate the “Enable for all (free)” toggle in the Lead Capture section. When this setting is turned on, all exhibitors and their team members have access to lead scanning functionality.

If the global toggle is turned off, only specific team members who have the “Lead capture” option enabled on their exhibitor profile page (in the Admin Panel) will be able to use this feature.

Additional details can be found in this article.

Lead Scanning Process and Options

After scanning a visitor’s badge, the Lead Screen is displayed, allowing the exhibitor to record detailed information about the lead. The following options are available:

1. Rating (Star Rating) – Allows team members to assign a star rating to the lead based on their assessment.

2. Participant Type – Categorize the scanned participant as a:

   • Potential Client

   • Potential Partner

   • Supplier

   • Other

3. Questions – Additional qualifying questions include:

   • Client Type: Specify if the client is “Old” or “New.”

   • Contacted: Indicate if the lead has been contacted (Yes/No).

4. Notes Area – A text area is provided for team members to add any additional notes or comments relevant to the lead.

5. Products – If the exhibitor has listed products on the platform, these products will appear on the lead screen, allowing the team to mark which products the lead is interested in.

Editing Saved Leads

Each lead scan is stored in the system and can be edited later if additional information needs to be added or corrected.

Advanced Lead Capture Features (Custom Lead Questions)

In addition to the standard options, ExpoPlatform offers advanced functionality for lead capture through Custom Lead Questions, which allows exhibitors to create tailored questions for better qualification as outlined in this article.

This Lead Capture feature empowers exhibitors with robust tools to effectively capture and qualify leads, helping them maximize their engagement and networking efforts during the event.