Lead Capture Customer Admin Checklist

LIMITED RELEASE

Lead Capture is available to select customers. If enabled for a customer account, you will be contacted by your Project Manager with more information. If available to exhibitors, you will be notified by the event organizer.

Familiarize yourself with the components of Lead Capture.
Import exhibitor data into Expo Harvester. Note, it may take a few minutes for the data to show in the Lead Capture Admin Portal. Once complete, we suggest doing a spot check of the 'Summary' table to ensure the data looks accurate.
Update the Lead Capture type if there are booths that should not have access to Lead Capture (Type=None) or are using the Developer Kit API (Type=Developer Kit). Note, all booths have a default type of 'License'.
Add licenses or access to the Developer Kit API for the applicable booths.
Create the attendee badge for the event using the Eventscribe QR code.
Create test registrant accounts and badges for exhibitors using the Developer Kit API.
Create two booths in Expo Harvester – one for testing a booth with licenses and one for testing a booth with the Developer Kit.
Add licenses and an API Key for the respective test booths and follow along with the end-user documentation to simulate the end-user experience:
- Exhibitors configuring Lead Capture for their booth
- Booth Staff using the Lead Capture Mobile App
- Exhibitors using the Developer Kit API
Invite exhibitors to log into the Lead Capture Exhibitor Portal using the email templates:
- Exhibitor License Welcome
- Exhibitor Developer Kit Welcome
Order internet for the event with enough bandwidth to support cloud syncing.
Create and print onsite materials using the templates:
- Onsite Licenses Handout Template
- Onsite Developer Kit Handout Template
Approximately 2-3 weeks prior to the event, send exhibitors a Know-Before-You-Go (KBYG) using the email templates:
- Exhibitor License Know-Before-You-Go
- Exhibitor Developer Kit Know-Before-You-Go

Last modified Jul 30, 2025