Lead Question Builder for Organiser

Global Feature Activation

To enable the Lead Question Builder feature at a global level, organisers must navigate to the Module Management section in the admin panel. Here’s how:

1. Admin panel → Module management

2. Navigate to Exhibitor Settings: Under Exhibitor, find the Custom Lead Questions toggle. This toggle must be switched on to activate the entire feature across the event.

Once enabled, organisers can proceed with configuring event-level questions and settings.

1. Add Event-Level Questions

To add event-level questions, organisers need to follow these steps:

1. Admin Panel

2. Navigate to Registration Settings → Exhibitors.

3. Custom Lead Questions Tab:

4. Enable Standard Questions: Toggle the option for “Use Standard Questions for Lead Capture.” This allows organisers to define a list of standard questions that will be available to all exhibitors.

5. Use Form Builder: Utilize the form builder feature to add custom fields. Organisers can include various field types such as text fields, radio buttons, checkboxes,date fieds and select options. These fields will constitute the list of available standard questions for exhibitors.

6. Save Changes: After adding the necessary questions, save the changes to make them available for exhibitors during the lead capture process.

It’s important to note that while organisers set up the standard questions, exhibitors have the flexibility to choose which specific questions they wish to use in their lead capture forms. If organisers make changes to the standard questions, those updates will be reflected across all exhibitors' lead capture forms.

2. Edit Event-Level Questions

Editing existing event-level questions is straightforward and can be accomplished as follows:

1. Return to the Custom Lead Questions Tab: Within the admin panel, navigate back to Registration Settings -> Exhibitors and select the Custom Lead Questions tab.

2. Select the Question to Edit: Find the question that needs editing. Organisers can click on the question to access its settings.

3. Modify Question Details: Adjust the question text or options as necessary. Organisers can change labels, modify field types, or update response options.

4. Save Changes: Once the edits are made, it’s important to save the changes. If the question has already been published, the new changes will reflect in the lead capture process after the next synchronization.

Again, any modifications made by the organiser will be applied to all exhibitors using those standard questions.

3. Remove Event-Level Questions

If a question is no longer relevant or needed, organisers can remove it with these steps:

1. Access the Custom Lead Questions Tab: Go back to Registration Settings -> Exhibitors and access the Custom Lead Questions section.

2. Identify the Question for Removal: Locate the question that should be removed from the list.

3. Remove the Question: Click on the delete option associated with the question. This action will remove the question from the list of standard questions available to exhibitors.

4. Confirm Removal: Ensure that the removal is confirmed. Once a question is deleted, it will no longer appear in the lead capture forms for exhibitors.

4. Allow/Disallow Additional Questions

Managing additional questions involves enabling or disabling this feature for exhibitors. Organisers can follow these steps:

1. Enable Additional Questions: In the Custom Lead Questions tab, toggle the option for “Use Additional Questions for Lead Capture” to enable this feature. This step allows exhibitors to configure their own additional questions.

2. Category-Level Limits: At the exhibitor category level, organisers can set limits on the number of standard and additional questions that exhibitors can use.

3. Define Additional Questions: Once additional questions are enabled, exhibitors have the autonomy to configure which standard questions they want to use. They can access the web interface to select and customize their standard questions while adding any additional questions that suit their specific needs.

4. Disallow Additional Questions: If it’s determined that additional questions should not be used, simply toggle off the option for additional questions. This action will prevent exhibitors from accessing these custom questions in their lead capture forms.