Scanning LeadCapture Leads

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The LeadCapture app allows you to quickly scan leads while exhibiting at an event. Collect the lead's contact information, answer qualifying questions, and export this data after the event.
 
1 Download the LeadCapture app on your device. Download the Cvent LeadCapture app from the Apple App Store or Google Play Store. If you rented a scanner, the app is already installed and ready for pickup onsite. Contact your event planner for the onsite LeadCapture pickup location.

2 Enter Your Access Code. Enter the access code from your email. (If you never received one, tap I don't have an access code or ask your Exhibitor Admin to look it up).

Tap Next.

 
NOTE: ​If your Admin hasn't assigned you a license yet, you'll be prompted to allow the app to access your camera. Tap OK, then scan your badge or tap Manually Enter to enter your confirmation number

Tap Yes, Activate Device to confirm.
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3 Add a lead with your device scanner. Tap Add Lead in the center of the screen. If prompted, tap OK to allow the app to access your camera or the attached scanner.
 
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To scan a lead with:
• Your own device, center the code on the screen.
• A rental scanner, aim it at the QR code and press the button on the side.

Then tap Done.
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Or, add a lead manually. If the lead isn't wearing a badge, add their information by tapping Add Lead. Then tap Camera at the bottom of the device to open more input method options.. Tap Enter Manually.
 
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Enter the lead's information, then tap Save.

4 Qualify the lead, if necessary. Tap Qualify Lead to answer additional questions or add notes.
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When finished, tap Save.
 
NOTE: To view or edit a lead's info, tap Leads at the bottom of the app's home screen. You won't be able to see leads your coworkers have collected.

5 Send e-Literature, if applicable. If you're using e-Literature with Universal LeadCapture, select which files and links to send to the lead. Tap Send E-Literature and check the boxes next to the files and links you want to send. Tap Send in the top-right, then Done. You can send up to 25 files and links at once.
 
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The lead will receive an email to access the files and links.

6 Sync Your Leads. After the event, ensure you connect the device to Wi-Fi to sync all of the leads to the server. If leads are not synced, your exhibitor admin will not be able to export the leads you collected. Verify that the leads have synced by checking the home screen.

 
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