Service Listing 22 - Lead Capture: Customer Managed

Eventscribe's Lead Capture is a powerful, mobile-first lead retrieval solution designed to help exhibitors quickly scan attendee badges, qualify leads with custom tags and notes, and export data instantly for timely follow-up.  With built-in offline functionality, and in-app statistics, Lead Capture ensures accurate, actionable data and a streamlined experience for both event organizers and booth staff.   While other Lead Capture contract types are supported; this document describes services associated with Lead Capture - Customer Managed.  With this contract type, a Customer assumes the responsibility of setting up and executing Lead Capture, including outreach communications to exhibitors.

Service Activities

The following Cadmium-provided service activities are typical for implementation, but the necessity of each may be reduced depending on the Customer's experience with Cadmium's Lead Capture functionality and may be waived by the Customer.

1. Providing Learning Materials
2. Training for Admin User

Service activities begin upon request by the Customer via the Cadmium ticketing system.  It is advised that an inaugural implementation begins 6-8 weeks prior to an event to allow for proper planning, configuration, testing, and execution.

Services not listed are outside the scope of this agreement.

Important Notes

Cadmium's Lead Capture solution is dependent on company and booth data in Cadmium's Exhibitor Management System and can accessed from within it.  If not otherwise a component of a Customer's total event solution, the Exhibitor Management System will be made accessible for data management purposes only, and services will be provided in accordance with its Service Listing.

A non-exhaustive list of the Customer's responsibilities include:

• Careful review of training materials.
• Entry and maintenance of data including company, booth number, and booth admin contact info, at a minimum, in the Exhibitor Harvester.
• Configuration of each company's Lead Capture type (e.g., License or Developer Kit).
• Formatting and production of attendee badges that include Eventscribe QR code unique for each attendee.  The QR codes must be printed fully and clearly to ensure successful scanning.
• Communications to exhibitors and booth staff.
• Configuration of details surrounding the customer’s Terms and Policies, if applicable.
• Assignment of licenses and/or Dev Kit APIs, if applicable, to companies.
• Production and distribution of reports.

Service Activity Descriptions

Activity 1: Learning Materials

Cadmium will direct the Customer to carefully review the published documentation and learning materials to guide the Customer with configuration and usage.

Activity 2: Training for Admin User

Upon request by the Customer, Cadmium will facilitate a supplemental training call with the Customer to discuss configuration options and provide guidance for setup.  A typical implementation requires a single training call, but additional training is available upon request by the Customer.

Optional Items

The following are add-on features or support services that can be purchased separately.  Contact your Cadmium salesperson for further details and pricing.

On-Site Technical Support

This activity is to help with the use of Lead Capture functionality while onsite during a live event.  This activity does not include supporting other Cadmium software or other 3rd party devices, software, networks or systems.  The fulfillment of this service is subject to the availability of Cadmium resources and must be ordered at least two (2) weeks in advance.

The Customer's responsibilities include:

• Identifying support shifts (up to 10 hours per day), allowing for two (2) 30-minute breaks during each day
• Facilitating lodging reservations and sharing the details with Cadmium at least seven (7) days prior to the event.  Lodging accommodation must be within a 3-mile radius of the event or additional transportation fees will be incurred and added to the final invoice.
• Creating and posting signage, if desired, for directing Lead Capture users to the onsite support area.

Cadmium's responsibilities include:

• Providing up to ten (10) hours of on-site support per day, per person.  Travel time is included in the 10-hour limit.
• Remaining in the designated exhibit hall or at the assigned support desk during a shift.
• Assisting exhibitors with activating licenses, using the Lead Capture app, or retrieving lead data.