What Event Admins need to know for Lead Retrieval

Lead Retrieval is a feature that allows Exhibitors to capture contact information from attendees at virtual, hybrid, and on-site events. As an event admin, here's what you need to know about PheedLoop’s lead retrieval feature:

Pricing & Purchase Options

There are two ways that Lead Retrieval can be purchased for an Exhibitor:

1. Exhibitors can purchase a Lead Retrieval credit from PheedLoop for $199 via their Exhibitor Portal
2. Event Administrators can purchase Lead Retrieval credits from PheedLoop for $199 in the event dashboard and then assign the credits to the desired Exhibitors. This option allows for Event Administrators to upcharge the price of Lead Retrieval.

If you would like instructions on how to purchase lead retrieval as an event admin, please refer to our How to Purchase Lead Retrieval from the Event Dashboard article. If you would like instructions on how Exhibitors can purchase lead retrieval from PheedLoop themselves, please refer to our I’m an Exhibitor, how can I purchase Lead Retrieval article.

Attendee Badges

The exchange of contact information from attendees to Exhibitors happens when Exhibitors scan attendee QR Codes at in-person events. After an Exhibitor scans an attendee’s QR Code, the attendee’s information will be saved as a “lead” within the Exhibitor’s profile.

While attendees can access the e-badges that contain their QR Code directly through the PheedLoop Go! app, using PheedLoop’s badge printing services offers a faster, more seamless check-in and scanning experience, minimizing delays and keeping the process hassle-free. This way, attendees can simply present the QR code on their badge to share their information with Exhibitors.

If you choose to rely on another badge printing service, you will need to ensure the attendee QR code is included in your badge design for lead scanning.

Exhibitor Managers to manage Lead Retrieval

Exhibitors must have managers assigned in their Exhibitor profile before they can scan leads. These managers can either be added by the Exhibitor themselves in the Exhibitor Portal, or they can be added from the event dashboard if you would prefer to handle this step as the event administrator. Please note, managers must be added as attendees before they can be listed as managers in the event dashboard.

Control Settings

You can enable or disable lead retrieval purchasing in Exhibitor Portals based on your event strategy - whether allowing direct purchases, handling sales yourself, or disabling it entirely. This is done by toggling on the Hide Lead Retrieval Page checkbox in the Event Dashboard under Portals > Exhibitor > Exhibitor Portal.

Data Access

While Exhibitors access their leads through their Exhibitor Portal, event administrators can also download all Exhibitor lead data by creating an "Exhibitor Leads" custom report in Data & Reports > Custom Reports. Exhibitors can also export their leads from the Exhibitor Portal.

How It Works

• On-site: Exhibitors use the Event App to scan attendee badges
• Virtual: Attendees click "Request Information" on Exhibitor profiles in the Virtual Portal
• Hybrid: Both methods outlined above are available for hybrid events, provided your event is using the Virtual Portal and PheedLoop OnSite.