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.

  1. Launch the Lead Capture Admin Portal
  2. Familiarize yourself with the components of Lead Capture and the Lead Capture Admin Portal.
  3. Add exhibitor data to Expo Harvester. 
  4. Configure settings
  5. Update the Lead Capture type if there are booths that should not have access to Lead Capture or are using the Developer Kit API.
  6. Add licenses for the applicable booths.
  7. Design the attendee badge for the event using the Eventscribe QR code.
  8. Create a test booth in Expo Harvester with you as the booth admin.
    • Use the Exhibitor Login URLs report in the Lead Capture Admin Portal to access the test booth's unique login URL for the Exhibitor Portal.
  9. Add licenses for the test booth and follow along with the documentation to simulate the exhibitor and booth staff experience:
  10. With the Lead Capture Mobile App, scan an actual attendee badge QR code to ensure it's working.
  11. Enable the Display 'Lead Capture Portal' link setting under Expo Harvester >>> Settings >>> Exhibitors >>> Page Options >>> Task List Options >>> Exhibitor Resources 
  12. Invite exhibitors to log in to the Lead Capture Exhibitor Portal using the email template:
  13. Order internet for the event with enough bandwidth to support cloud syncing.
  14. Approximately 2-3 weeks prior to the event, send exhibitors a Know-Before-You-Go (KBYG) using the email template:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article