I’m an Event Admin, How can I create a custom form for Lead Retrieval?

Please note, instructions for how to create a lead retrieval form from the Exhibitor Portal can be found here.

An optional form can be assigned to an exhibitor’s lead retrieval settings. If attached, this form will be displayed during the lead capture process, allowing managers or attendees to answer the questions before submitting each lead. Unique forms can be assigned to each exhibitor, which we recommend to prevent responses from different exhibitors from being mixed together.

Creating a Lead Retrieval Form

1. From the Event Dashboard, navigate to Advanced > Custom Form

2. Above the Custom Form table, select Create

   

3. Under the Name field, enter the name for your form
   1. Please note, this title will be public-facing.
4. Under the Category field, select General Survey

5. Under the Description field, enter any optional information you would like the manager/attendee to know

   

6. Select Add Question to begin creating your questions
   1. There are six question types for you to make use of. If you would like to learn more, please refer to our Using Different Question Types for Custom Forms article.

7. Once your questions have been created, select Save Changes

   

The form will now be created and ready to be assigned to the Exhibitor.

Assign Lead Retrieval Form to the Exhibitor

1. From the Event Dashboard, navigate to Exhibitors > Exhibitors
2. Select the Exhibitor you wish to assign the form to
3. Scroll down to Lead Retrieval
4. Under the Lead Retrieval Form field, select the form you wish to assign to the exhibitor

5. Select Save Changes

   

The form will now be available for review on PheedLoop OnSite.