Badge Scanning & Lead Retrieval (Exhibitors and their Team Members)
Scanning badges onsite is just one of the ways that exhibitors can get leads. The list below shows all of the lead sources and this guide outlines how exhibitors or TMs can get the most out of lead retrieval.
Leads sources:
Dashboard showing who is interacting with your company profile, products and team members
Our event app includes the ability to scan badges, categorize leads, rate leads and make notes, including offline scanning of badges
The ability for visitors to scan badges and scan company and product QR codes
The ability for visitors to favourite companies and products
Steps for a team member or Exhibitor to scan a badge
Step 1: Download the event mobile app and log in using your exhibitor( company) or team member credentials.
Step 2: To scan a badge, choose Scanned Badges from the menu and tap on the scan badge icon on the bottom right.
This will open your camera for you to scan the badge. When the camera is pointed at the badge, it will automatically scan.
Depending on your permission settings you may be asked to give pp permission to use the camera or may need to tap within the scan window to grant permission
Once the badge is scanned that person’s name and basic contact information(if allowed by the Organizer) will be automatically saved and they will appear on the Scanned Badges list.
This data is also automatically saved to the EP database at the same time, eliminating the possibility of any lost leads if the exhibitor forgets to click the Save button.
App also has a Scanned me list that show the details of all the users who have scanned my badge.
Both I Scanned and Scanned Me screens are accessible through the “Scanned Badges/QR Codes” button.
Step 3: The team member has the ability to take notes and add details for the user whose badge is scanned. Below are the details that can be added by a Team Member while scanning the badge
What type of lead they are (Potential Partner, Potential Client, Supplier, Other)
What type of client they are (New/Old)
If they’ve been contacted (Yes/No)
Lead Rating (1-5 stars)
Any notes about the lead
Team members will only be able to take notes for the badge scanned if the organiser has enabled the Lead Capture option for them.
User may also be able to see the lead's badge category, interest categories, purchasing power, and other details, depending on how the organiser has configured visitor registration and the event app.
Additionally, Team Members can favourite the user profile, request a meeting, or send a message.
It’s also possible to scan a badge outside of the event mobile app, for example with a phone camera or QR code scanning app. If:
Badge is scanned and user has our app installed, the app is opened, user is asked to login (if unlogged), app opens Scan Badges page and regular flow of badge scanning proceeds
Badge is scanned and user has not installed our app, the event is opened in mobile browser, user is asked to login (if unlogged) and then redirected to the public page of scanned user
In addition to viewing scanned badges within the app, exhibitors can also export their leads as follows:
Method 1: Through Mobile App
On the Scan Badges tab of the mobile app, there is an option at the top of the screen to export the report When clicked, this will trigger an email to that team member/exhibitor with an attached spreadsheet of leads (depending on the configuration)
Below are the fields that will be included in the report file
Name
Email
Company
Position
Address
Phone
Star Rating
Notes added
Products the lead was interested in
Type of client (new/old)
Time of scan
The email will also contain a file for Scanned Me that includes similar data (depending on the organizer configuration).
Method 2: Through Web
On the website, under Profile Info, there is a Download Leads and Download Scanned Me button. Clicking on either button triggers an immediate download to the user’s computer.
With both methods, it’s important to note:
When accessed using the exhibitor profile this download will include all web and all scanned leads for all team members. As this file contains all leads, the downloaded spreadsheet will have an additional column for Lead Owner.
When accessed using a personal profile this download will include all web and all scanned leads for just that person.
When the user scans the random QR code from the the internet, the app shows- “not found” in the scan list page.
Scanning user badges for co-located shows
Our in-app scanner will allow users to scan any QR code. Scanned codes with no relevance to platform data will simply be saved and stored in the database, with no extra information such as account information or additional inquiries from lead retrieval functionality.
Such scans will be received, saved, and stored with no additional information of the user. In the I scanned list, the detail will be avaiable as regular scans from the current event, but with a note on the card indicating that this scan is from another event.
Users will be able to see all codes that they scanned (both recognised and unrecognised) in the Export lead report. The report will include a column called "Scanned code" in which the user can find the value of any code that was scanned.
For codes that have no relevance to the platform, only the scanned code and the timestamp are displayed in the export report without any user information, however, for codes that are recognised, all data is saved and displayed.
