Lead Retrieval: Data Collector for sponsors and exhibitors
Updated 2 months ago
by
Faisal Durrani
This system is for exhibitors and sponsors to obtain data on participants who visited their booths. You can qualify the lead with a score of 1 to 5 for the marketing/sales team to evaluate the quality of leads captured after the event. Each exhibitor and sponsor can export the list of data through the web quickly. And the organizer has the general statistics of which stands have been visited by each participant.
How do I enable this feature?
To enable this feature, go to Settings > Tools > click on the Pass section. Press Edit and and activate the toggle buttons for the QR Code and Data Collector tools. Press End to save the changes.
If you are unable to activate this tool at the event level, or you see the Purchase button, there might be two reasons why that is happening:
- You will need to enable this feature at the company tools. To do so, go to the company level, and click Account > Tools in the menu on the left-hand side. Click on the Pass section, press Edit, and make sure the My QR Code and Data Collector tools are toggled on. Press End to save the changes.
- If you go to the company tools and see a Purchase button instead of a toggle button, this means that this you need to purchase this feature is not included in the plan you have purchased.
How do I register the Lead Collector profile?
To register a collector for your Sponsor, follow these steps:
- Go to Event > Sponsors.
- Choose the registered Sponsor from the list on the left side
- Click on the People tab in the top right corner and press the + Add Person button.
- Search for an existent attendee, or click on Create new person and fill out their information.
- Click on the blue Create button.
Follow this same process to register a collector for your Exhibitor by going to Event > Exhibitors, choose the registered Exhibitor from the list on the left side, click on the People tab in the top right corner and press the + Add Person button.
Search for an existent attendee, or click on Create new person, fill out their information and click on the blue Create button.
How do I activate the data collector?
Inside the Sponsor or Exhibitor's page and under the Details section, scroll down until you see the Activate data collector blue button. The blue button will turn green once the data collector is activated.
Once activated, this will cost 1 data collector credit. In case there are not enough credits for Data Collector, when trying to activate this feature you will see an error message on top of the screen warning you:
Register special tickets quotas
Besides reading the QR codes, the user can also be responsible for the distribution of the special tickets quota of the sponsors or exhibitors.
In order to register the special tickets for sponsors and exhibitors, please refer to the How do I create sponsor/special group ticket quotas? article.
How to use the data collector in the app?
After downloading the mobile app of your event, you only need to log in with the data previously registered by the organization. In the app, press the Menu tab then scroll down to Data Collector.
After accessing the data collector, read the QR code of an attendee/lead and their information will show up, as shown in the images below. Then you can add a score from 1 - 5 stars and also add notes on the user.
How many devices can a Data Collector access?
A data collector profile associated with a sponsor/exhibitor can only be logged into one device at a time.
How to View or Export the Collected Data?
At the end of the event, you can download the QR Codes data sheet that has been read by going to Analytics > Live dashboard.
Then in the tab on the left, under the Sponsors field, Click on Data collector. Select the registered sponsor or exhibitor from the drop-down menu, the Data collector dashboard report will show the person ID, person name, email, the rating and the date they were scanned. If you wish to download the report, click the Export button as outlined in the image below:
