I am an Exhibitor: How to use Lead Capture at Events

Download and Log Into the Lead Capture App

To begin using Lead Capture at an event, you will need to download and access the Lead Capture by EventMobi App using one of the following links:

App Icon

Experiencing Issues with Logging In?

To login, use the same email password that you have set to log into the Event App. If you can't remember your password, use the Forgot Password link to reset it. If you have not yet set a password, use the Send Me an Email Link to login using a magic link instead.

Important note:

The Magic Link must be clicked directly from the email that the user receives. Copying and pasting the URL for the magic link will not allow the user to successfully log into the Lead Capture App.

Users should also be aware that each Magic Link can only be used for a single login. Additional logins will require a new Magic Link to be actioned from the login page.

If the email that you are using to login has not been assigned Lead Capture Staff permissions, an error message will appear. A Company Admin from your organization will have access to adjust your permission set within the Company Portal.

How to Access an Event

Once logged in, users will see a list of all events that they have been given Lead Capture Staff privileges. To begin capturing leads, the user can search and/or make a selection from the event list. If the user can't find the event that they are looking for, it may be because their permissions need to be adjusted. Company Admins will have access to view, edit and add permissions for Company Reps directly from the Company Portal.

How to Add Leads

Visit the Add Leads option in the Lead Capture by EventMobi App
Scan Leads using the QR Code for the attendee (this can be found in the Attendee Dashboard) or select Add Manually to input the information about the lead that should be saved.
In addition to capturing the lead name and contact details, the Company Representative can set the Qualification of the lead using a star rating system from 1-5.
If necessary, Additional Notes can also be included for additional context or information related to the lead that has been captured.

How to Edit Leads

Click View List or visit the Lead Collection area
Select the lead that you would like to edit
Click on the Edit option located to the top right
Make changes to the lead information, and then click Done at the top right

How to View Leads

Companies can see a complete list of all of the leads that were collected at the event using the Lead Collection area of the Lead Capture by EventMobi App. From this area, a Search option will be available to look up a specific lead when needed.

Each lead within the list will show the following details:

Lead Name
Company Representative that captured the lead
Date and Timestamp of when the lead was captured

You can also click into the profile to review the details of the lead, including the Qualification and Notes that were saved.

How to Export Leads

Lead Capture Staff: Can access the leads captured on their mobile device for up to 30 days after the event.

Company Admins: Can download leads through the Company Portal, provided they are added as a Company Representatives

The assigned Company Admin of your team will have access to export the list of collected leads from the Lead Capture > Lead Collection area of the Company Portal.

Please be aware that all reports will display the time zone in UTC and not in the event time zone.

If you are looking to efficiently convert time zones in Excel, we recommend checking out our article 'Converting Time Zones in Excel.' This resource will help you master the process of converting UTC time to the event time zone seamlessly.

I am an Exhibitor: How to use Lead Capture at Events

If you are an exhibitor at an event that uses the EventMobi OnSite Lead Capture, this is how you can collect leads.