Changing the Lead Capture Type for a Booth

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.

The Lead Capture type determines whether an exhibitor uses the Lead Capture Mobile App or the Lead Capture Developer Kit API. It also determines the display the exhibitor sees when they log in to the Lead Capture Exhibitor Portal. 

Lead Capture Type Options

License

Exhibitors begin by purchasing licenses through the Lead Capture Exhibitor Portal, though event organizers can also manually allocate licenses as needed. Once licenses are secured, exhibitors can access their license quantity and unique activation code directly within the portal. 

The portal serves as the central hub for customization and management. Exhibitors can configure custom tags and questions to tailor their lead collection process to their specific needs. Additionally, they can download receipts for their purchases and generate detailed reports to track their lead capture performance. 

For lead collection, exhibitors will use the Eventscribe Lead Capture Mobile App, which integrates seamlessly with their portal to capture leads efficiently during events.

NOTE

By default, all exhibitors are assigned the type 'License'.

Developer Kit

For exhibitors wanting to use their own lead retrieval software, API access can be purchased in the Lead Capture Exhibitor Portal. Once the purchase is complete, the exhibitor will receive an API Key and comprehensive documentation that they can provide to their third-party developer.

IMPORTANT NOTE

Developer Kits should only be offered to exhibitors capable of setting up their own integrations. For more details, refer to this article.

None 

When an exhibitor does not have Lead Capture access, they will see a message in the Lead Capture Exhibitor Portal indicating that Lead Capture has not been enabled for their booth.

Change the Lead Capture Type

As mentioned above, all exhibitors are initially assigned the type 'License'. To change the Lead Capture type, follow these steps:

  1. Navigate to the Summary page in the Lead Capture Admin Portal. 
  2. Use the checkbox to select one or more exhibitor(s).
    • To select all exhibitors at once, use the checkbox in the header row next to Company Name.
  3. Select the Change Type button.
Lead Capture Admin Portal Summary Page with check box and change type highlighted


  1. Use the dropdown menu to choose the type.
  2. Select the Save button to apply the change.
Change Type pop up with Select Type and Save highlighted

IMPORTANT NOTE

If an exhibitor’s type has been changed, they must log out and log back into the Lead Capture Exhibitor Portal to see the updated information.

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