Custom Lead Questions
Feature Overview:
Organisers can activate this feature to provide exhibitors with the ability to include custom questions of their choosing on the lead capture page which displays when an exhibitor or their team member scans a user's badge using the event mobile application.
Organiser Set Up Steps:
Below is a high-level overview of the steps. Additional details can be found in the Lead Question Builder for Organiser article.
This setting can be turned on under Event Setup → Module Management → Exhibitor → Custom Lead Question. A new tab “Custom Lead Question” will then be added on Registration Settings → Exhibitor
Within that tab, the organiser can easily activate the "Use Standard Questions for Lead Capture" and "Use Additional Questions for Lead Capture" options.
The questions incorporated on the Admin Panel's → Custom Lead Question page are classified as Standard Questions.
Exhibitors have the flexibility to use these questions for lead capture or add custom questions directly from their frontend profile, given they have permission to add custom questions.
Permission for exhibitors to add custom questions can be configured at the individual exhibitor level or the exhibitor category level.
Category Level Permission
Individual Exhibitor Level Permission
Exhibitor Set Up Steps:
Below is a high-level overview of the steps. Additional details can be found in the Lead Question Builder for Exhibitors article.
Navigate to Profile Info → Lead Questions
Click On Add Question → Type in the question → Select the Type of question(text, radio, multi-select) → Add Options → Click on Save. This will add the question in an unpublished state. For questions to be visible on the Lead Capture page of the mobile app, they then need to be published.
Please note:
The number of standard and custom question that can be included for lead capture depends upon the limits set by the organizer at the exhibitor individual level or category level
If there are any modifications made to the questions, such as editing the labels of additional questions, those changes will be reflected in both the app and the downloaded leads file. Similarly, if questions are removed, they will be eliminated from both the app and the downloaded leads file.