How to Use Lead Retrieval on PheedLoop Go!

In this guide, we’ll walk you through how to download the Event App, use the built-in lead capture tool, and manage your collected leads.

Download PheedLoop Go!

If not already done, please ensure your managers have installed the PheedLoop Go! App and can access the event from their device. The Event App can be downloaded from both the Play Store for Android devices and App Store for iOS devices.

• App Store
• Play Store

Accessing the Lead Capture Tool

1. Once you are logged in to the Event App using the same email address as is used for your Manager profile, navigate to left hand side navigation menu

   

2. Under Exhibitor Tools, select Lead Capture

   

3. Select Launch Scanner

   

4. Scan the QR code

   

5. Under the Click to scan a business card field, select this option to include an optional business card along with the captured lead

   

6. Under the Select a lead rating field, select URGENT, HOT, WARM, or COLD, based on how high of a priority the captured lead is

   

7. If you have attached an exhibitor form, the form will be available at the bottom of the page

   

8. Select Submit

   

Revisiting Your Leads from the Event App

1. From the Mobile Event App, navigate to left hand side navigation menu

2. Under Exhibitor Tools, select Lead Capture

   

3. Select View Leads

4. Select the lead you would like to view/edit from the list

   

5. Edit any information similar to when you scanned them originally

6. Select Submit

   

If you would like to view Exhibitor version of this article, please refer to our How do I capture Leads in the PheedLoop Go! Event App article.

Offline Scanning for PheedLoop Go!

Please note, offline scanning is not available for PheedLoop Go! at this time.

Offline scanning is available for attendee badge scanning and Exhibitor lead capture. Once your device reconnects to wifi, the leads that were captured will sync in real time. If your device is offline, PheedLoop Go! will display a no wifi signal on the top right corner of the screen along with an error message.

Even if your device is offline, you can still scan attendee badges as normal, and you will receive a yellow "Attendee will be scanned when you're back online" message. Attendees scanned offline will be saved under the Offline Requests page, which is accessible via the circular arrow icon.

Please note the following for offline mode:

• Closing the app does not delete offline scans.
• Logging out of the app does delete any offline scans that have not yet been synced.
• Offline scans are not synced with cellular data. WiFi is required as it is more reliable.
• We recommend that your leads are synced on a daily basis, as inactivity for 72 hours will cause the user to logout automatically, losing leads.