Enabling and Using Lead Retrieval for In-Person Events

The lead retrieval and video booth combination is an add-on you can apply per exhibitor at a standard rate of $99 / exhibitor. This feature is called the Premium Exhibitor Booth in PheedLoop’s dashboard. Lead Retrieval works for virtual, hybrid, and on-site events. 

For on-site events, Lead Retrieval is used in the Mobile Event App where exhibitors simply scan attendee QR codes to extract their information and capture their leads. Exhibitors can apply this to their accounts on their own via the exhibitor portals, or you can purchase the credits from your admin account to enable for them:

Enabling Lead Retrieval

1. From the drop-down menu at the top right corner of your Dashboard, navigate to Settings > Account & Billing > General Credits
2. Enter the quantity under Add Premium Exhibit Booth Credits
3. Select Pay
4. Enter your credit card information
5. Select Confirm and Pay

Once purchased, you can enable these credits from the Event Dashboard.

1. From the Event Dashboard, navigate to Exhibitors > Exhibitors
2. Select the checkbox of the exhibitor you want to adjust from the list
3. Above the exhibitor table select Enable Premium Booth

Using Lead Retrieval On-Site

When using Lead Retrieval for in-person events, exhibitors will find their tools in the Mobile Event App.

Accessing the Lead Capture Tool

1. From the Mobile Event App, 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 Notes, fill out any information the lead has provided
6. Under Authority Rating, rate the lead between 0-10 in terms of authority for their organization
7. Under Budget Rating, rate the lead between 0-10 in terms of what their budget could be for your service
8. Under Needs Rating, rate the lead between 0-10 in terms of how urgent their needs are from your organization
9. Under Overall Rating, rate the lead between 0-10 in terms of how qualified the lead is overall for your organization
10. Select Save

Re-visiting 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 Save

Providing the QR Code to the Exhibitor

Typically attendees will have their badges printed with the QR code already on it. However if the attendee would like to provide it using the mobile event app - you can follow the instructions below.

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

Downloading Lead Data as an Exhibitor

As an event admin or an Exhibitor Manager, Lead Retrieval information can be obtained from your Event Dashboard or Exhibitor Portal.

Downloading Lead Retrieval from the Exhibitor Portal

Anyone who is a manager associated with the Exhibitor Profile will be able to access the Exhibitor Portal. All information for leads including personal information such as email address will be shown here. Additionally you will also be able to see any notes taken as well for who scanned who.

1. From the Exhibitor Portal, navigate to the Lead Retrieval tab
2. Click on Actions > Download CSV

Quick Tip - to send exhibitor their Exhibitor Portal, navigate to Exhibitors > select an exhibitor > select Actions > Send Welcome Email

Downloading Lead Data as an Event Admin

In most cases, the exhibitor Lead Retrieval data is accessed directly by the exhibitor in their Exhibitor Portal. If the event admin wants to conveniently download leads for all exhibitors at their events, they have special access to a custom report.

Creating a Lead Retrieval Report From the Event Dashboard

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Above the custom reports table, select Create
3. Under Report Type field, select Exhibitor Leads
4. Select Save Changes

Downloading a Custom Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select the report you would like to generate from the list
3. Above the custom reports table, select Actions > Generate Report
4. Once the report is generated, select Download Previous Report