Lead Capture Admin Portal Overview

The Lead Capture Admin Portal is a centralized platform that allows event organizers to manage the entire Lead Capture experience for their event. Below is an overview of all sections within the admin portal. 

Using the admin portal, event organizers can: 

• Enable Lead Capture for exhibitors and set the type
  • To learn more about Lead Capture types (License, Developer Kit, or None), read this article.
• Manually add or sell licenses and developer kits 
• Customize pricing settings for the Lead Capture Exhibitor Portal (if applicable) 
• Download detailed administrative reports

Summary

The Summary page displays a table of all Lead Capture records (Fig. 1).  

Fig. 1 - Lead Capture Admin Portal Summary Page

A Lead Capture record is created automatically for each company/booth by the Expo Harvester.

• Exhibitors assigned to a booth will be created in Lead Capture.
• The Company Name, Booth #, and Admin data populates from Expo Harvester. 
• All updates to this data must be made in Expo Harvester. 
• Changes to the data may take a few minutes to sync with Lead Capture.
• For companies in Expo Harvester that don't have a booth #, follow the Booth 0 process to create Lead Capture records. Speak with your expo project manager if you have questions.
• For more information about the data flow between Expo Harvester and Lead Capture, read this article. 

The Licenses column shows the total number of licenses for each booth. Revoked licenses are not included in this total. 

The Developer Kit column indicates whether a Developer Kit is assigned to the booth. Disabled Developer Kits are not included in this total. 

The Type column indicates whether the company/booth is using the Lead Capture Mobile App (License), the Developer Kit API (Developer Kit), or not using Lead Capture (None).  By default, all exhibitors are initially assigned the type 'License'. You can change the type directly on this page. For more information, read this article. 

You can Bulk Add Licenses for multiple records from this page. For more information, read this article. 

The table displays 10 records by default. This can be adjusted to show up to 100 records on a single page. You can sort the table by any column and search dynamically across all columns. 

Settings

The Settings tab appears only if the sales features are included in your contract (Fig. 2). 

Fig. 2 - Lead Capture Admin Portal Settings Page

The following pricing settings can be configured from the Settings page:  

• Pricing tiers 
• Policies language 
• Receipt fields 

Licenses 

The Licenses page displays a table of each license associated with a company/booth record (Fig. 3). 

Fig. 3 - Lead Capture Admin Portal Licenses Page

The Activation Code column shows the unique code required to activate the license. This column is masked by default. You can reveal a code by clicking on the eye icon next to it. 

The App User column displays the name and email of the person who activated the license. This information appears only for records with an Activated status. 

The Status column indicates whether the license is Activated or Not Activated. By default, all licenses show as Not Activated until a Booth Staff person activates the license. 

You can manually Add $0 License(s) for an individual company/booth from this page. For more information, read this article. 

If the sales features are included in your contract, you can manually Add License(s) and process payment for an individual company/booth from the Licenses page. 

The table displays 10 records by default. This can be adjusted to show up to 100 records on a single page. You can sort the table by any column and search dynamically across all columns. 

Developer Kits 

The Developer Kits page displays a table of the Developer Kit associated with each company/booth record. 

Fig. 4 - Lead Capture Admin Portal Developer Kits Page

The API Key column shows the unique key required for each booth to access the Developer Kit API. This column is masked by default, but you can reveal a key by clicking the eye icon next to it. 

The Status column indicates whether the API Key is Enabled or Disabled. All keys are enabled by default. If a key is disabled, it cannot be used to access the Developer Kit API. 

You can manually Add a $0 Developer Kit for an individual company/booth from this page. For more information, read this article. 

If the sales features are included in your contract, you can manually Add a Developer Kit and process payment for an individual company/booth from the Developer Kits page. 

The table displays 10 records by default. This can be adjusted to show up to 100 records on a single page. 

You can sort the table by any column and search dynamically across all columns. 

Reports 

The Reports page allows you to download detailed Excel (.xlsx) reports. If the sales features are included in your contract, you will also have access to detailed financial reports (Fig. 5). 

Fig. 5 - Lead Capture Admin Portal Reports Page