How does Lead Retrieval Work for Virtual Events
Exhibitor lead retrieval allows attendees visiting booths to send requests for information with a single click. Doing this populates the exhibiting organization's list of captured leads with that attendee's contact information, along with any optional notes the attendee submits. Exhibitors can download this information at any time via their Exhibitor Portal from the Lead Retrieval page.
Requesting information, from the attendee's perspective, can be done by:
- From the Virtual Event Portal, navigate to the Exhibit Hall section
Select the Exhibitor you wish to request information from
- Select the Request Information button
- Optionally, add a message to go along with the request
- Toggle on the Attach My Uploaded Files checkbox to include all files uploaded to their profile in the Account section of the Virtual Portal. Private files are not shared with Exhibitors. This is useful for events such as career fairs, where attendees may be submitting resumes to exhibitors/employers.
Select Submit
Event organizers can customize settings to control whether exhibitors are allowed to view or download attendee-uploaded files (excluding those marked as private) when a lead is captured. This is ideal for job fairs or networking events where attendees may share resumes, portfolios, or other supporting materials.
- From the Event Dashboard, navigate to Exhibitors > Settings
- Scroll down to General Settings and toggle off the File Download Lead Capture checkbox
Select Save Changes
