Lead Capture Customer Admin Checklist

Familiarize yourself with the components of Lead Capture.
Navigate to and learn about the Lead Capture Admin Portal.
Add exhibitor data in Expo Harvester.
Update the Lead Capture type if there are booths that should not have access to Lead Capture or are using the Developer Kit API.
Configure required settings:
- myCadmium Event Time Zone (note, scan timestamps are displayed in the event time zone in the Scan Data report)
- Contact Information Settings
- Sales-related Settings (if the sales features are included in your contract)
Test the booth admin experience for a booth with Type = License:
- Create a test booth in Expo Harvester.
- Add your email address as the booth admin contact.
- Use the Exhibitor Login URLs report in the Lead Capture Admin Portal to access the test booth's unique login URL.
- Log in to the Lead Capture Exhibitor Portal.
- If sales are enabled, review the purchasing flow.
- Add licenses for the test booth in the Lead Capture Admin Portal.
- Refresh the Lead Capture Exhibitor Portal so you can see the booth admin experience when licenses have been provisioned.
- Familiarize yourself with the booth admin's experience. Reference the Lead Capture Exhibitor Guide - Licenses for guidance.
Test the booth admin experience for a booth with Type = Developer Kit:
- Create a test booth in Expo Harvester.
- Add your email address as the booth admin contact.
- Use the Exhibitor Login URLs report in the Lead Capture Admin Portal to access the test booth's unique login URL.
- Log in to the Lead Capture Exhibitor Portal.
- If sales are enabled, review the purchasing flow.
- Add a Developer Kit for the test booth in the Lead Capture Admin Portal.
- Refresh the Lead Capture Exhibitor Portal so you can see the booth admin experience when a Developer Kit has been provisioned.
- Familiarize yourself with the booth admin's experience. Reference the Lead Capture Exhibitor Guide - Developer Kit for guidance.
Launch Lead Capture to exhibitors:
- Invite exhibitors to log in to the Lead Capture Exhibitor Portal.
- Use the Lead Capture Communications Toolkit to find a communications checklist and email templates as a guide.
Design the attendee badge using the Eventscribe QR code.
- Log in to the Lead Capture Mobile App with one of your test booth's license activation codes and confirm you can successfully scan an attendee's badge.
- Familiarize yourself with the booth staff person's experience. Reference the Lead Capture Mobile App documentation for guidance.
Order internet for the event with enough bandwidth to support cloud syncing.

Last modified Nov 11, 2025