Lead Capture, also known as Lead Scanning or Lead Retrieval, is a must-have tool for exhibitors looking to optimize their lead collection and management processes at events. Available directly in the event mobile app, this feature enables exhibitors to scan attendee badges quickly, capture contact information, and manage leads in a centralized dashboard.
💎 This feature is a paid add-on.
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What is Lead Capture
Lead Capture provides a seamless, end-to-end lead collection process tailored for on-site experiences. Integrated into the event mobile app, it allows exhibitors to scan badges and business cards, speeding up lead capture without the need for additional hardware. The tool automatically compiles all captured leads into one dashboard, offering exhibitors a complete view of their team's performance.
If you have already enabled Lead Capture in the Studio and want to know more about how it works for Exhibitors, please check Lead Capture – Scanning badges and business cards.
Why enabling Swapcard Lead Capture is essential for Exhibitors’ ROI
Lead Capture is a fundamental tool for maximizing the return on investment (ROI) for exhibitors at any event. This feature allows all exhibitor team members to collect leads directly through the event's mobile app, without the need for cumbersome hardware rentals or restrictive license limits, thereby increasing the potential for sales and valuable connections. It also integrates these leads into a centralized dashboard, offering a comprehensive overview of team performance at a glance, to boost rebooking onsite. By empowering exhibitors with such tools, event organizers can significantly enhance the overall value of their events, leading to higher exhibitor satisfaction and stronger event outcomes.
How to enable/disable Lead Capture for a Group
Open the Studio and go to Event Builder → Groups & Permissions.
Click on the Edit icon next to the Group that you wish to activate or deactivate Lead Capture for.
In the panel, within the Lead generation tab you can reach the Lead Capture section.
4. To enable/disable scanning capabilities for the selected Group, toggle on/off the Lead Capture option.
Below, you have the ability to select whether the contact details of the scanned badge should be shared with both individuals or only the scan initiator.
If Scan initiator is selected (1-way), the individual whose Badge has been scanned won't be notified and won't have the contact details of the person who scanned their Badge. If the scanned individual’s profile is updated (either by them or by the Organizer) after their Badge is scanned, these changes won't be reflected on the initiator's end.
Lead Capture permission can also be activated for attendee groups, allowing non-exhibitor participants to quickly scan attendee badges to establish contact.
Additionally, Organizers can decide whether they want to enable/disable the Virtual booth visits option. If toggled on, this option will give Exhibitors the ability to see Virtual booth visits statistics in their Exhibitor Center. There, they will see a display with the three most recent visitors to their exhibitor profile page.
How to enable/disable Lead Capture for one Exhibitor at a time
If you would like the change these settings for one Exhibitor in particular (as opposed to the whole Group):
In the Studio, head to Content → Exhibitors.
Click on the Exhibitor of your choosing.
Open the Settings tab and scroll down to the Lead Generation section.
If the permission has been specifically set up on the exhibitor itself, it will overwrite the permission defined in the group the exhibitor belongs to.
Lead Capture is an invaluable tool for exhibitors, providing a streamlined way to collect and manage leads efficiently. By enabling Lead Capture, event organizers empower exhibitors to maximize their ROI, enhance their event experience, and boost overall satisfaction. Proper setup and configuration ensure exhibitors can fully utilize this powerful feature to achieve their goals.