Business Card Scanning Via Lead Capture

Business Card Scanning Via Lead Capture

Lead capture enables exhibitors to easily collect attendee contact information and engagement data digitally during an event.

Here are some key features and capabilities to look for in an EventX lead capture web app:

• Mobile responsiveness - Forms should adapt and look great on all devices.

• Cross-platform compatibility - Web apps work across all devices and operating systems using a browser.

• Easier access and onboarding - Users don't have to download anything to start using a web app. Signing up is quicker.

• Lightweight - No need to download large files or sacrifice device storage for web apps.

Enabling Lead Capture As An Event Organiser / User

Remarks

1. In order to enable the Lead Capture feature for an attendee, the attendee needs to be under Registered or Attended status.

Event Organiser

1. Import the attendee into the attendee list. Then, click on the Edit icon.

2. Toggle on Enable to Lead Capture User. Then, click Update once done. A lead capture login link email will then be sent to the participant.

The invited exhibitors will receive an invitation email asking for the Lead Capture web app activation.

Note:

1. If the organizer would like to export all leads captured by the added lead capture users (using QR scan), simply click on the Export List button. By clicking it, a CSV file containing all the captures leads will be downloaded.

2. If organizers would like to obtain the business cards scanned by the lead capture user, the lead capture user will need to export the list from their mobile devices by clicking Export List and input the organizer's email address.

3. The organizer will receive an email that contains a download link to view the captured leads. The downloaded folder will contain the images of the scanned namecards and a CSV file to store the captured leads data.

Lead Capture User

1. Activate Lead Capture on mobile. Lead capture users are invited to use their mobile to activate the Lead Capture feature by clicking the link, or scanning the QR code. The link is unique for each user and does not support concurrent logins.

Note: A Lead Capture web app can only log in per device concurrently. Multiple device logins per account is not supported.

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2. Scan the attendee QR code and collect information. The invited users can simply long press the button and open it on the default browser. Tap the Scan Attendee button and enable the camera to start scanning the attendee QR codes. Select QR Code to scan attendee QR Code.

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3. Scanning business card with OCR. Exhibitors can also take photos of the business cards they collected at the event (front and back images) and the contact information will be extracted automatically. This helps to capture and input information of the leads when scanning business cards at the event. To scan business cards, select Name Card.

(Support article about Business Card OCR: Business Card OCR)

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Note: To export the list containing scanned namecards and lead details, please click on Export List and input the organizer's email address.

4. Add note

Lead capture users can add a note for each lead. The note will be shown in the exported CSV file.

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5. Add tag

Lead capture users can apply a tag to each lead. The exhibitor can reuse the tag on other leads.

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6. View the scanned contact list. Lead capture users can view the contact details of the QR codes.

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7. Export the contact list. By clicking the Export List button, enter the recipient email who will need to receive the report, the scanned contact list with the business card images will be sent to the email address accordingly.

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Use Case - What if the lead capture user is unable to find their invitation email?

Organizers are now able to obtain the login link and QR Code directly from the portal. To do so, simply click on the QR Code icon as indicated below. Once clicked, there will be a QR Code and login link that organizers can send to the assigned Lead Capture user.

By scanning the QR Code or clicking on the login link, the user will be directed to the event site to use the Lead Capture feature.

Note: If the event has not started, the user will be directed to the event landing page.

Real-time Feedback Messages

There will also be real-time feedback pop-up messages while using the Lead Capture feature. The pop-ups will appear when:

• Mobile camera is not enabled on the browser.

• Mobile devices are not connected to a network.

• User scans an invalid QR Code.

Camera Permission of Mobile

In order to a allow the EventX WebApp to work smoothly, please ensure that your camera permission is setup correctly.

**Permission needed:**Camera permission

If the camera is not working correctly, please further check if the mobile browser has correctly setup the camera permission.

On Android Chrome When using Samsung mobile devices on Chrome, make sure the camera permission is toggled on:

1. Tap on the lock icon on Chrome browser address bar

1. Go to Permissions

2. Make sure Camera is toggled ON

Use Case

The lead capture feature can be used for cases as mentioned below.

1. Opportunity Qualification

2. Save to time to collect Name Cards

Product Flow

With the Lead Capture web app, exhibitors can now instantly capture attendee information right from their smartphones. Simply scan an attendee's unique QR code badge to automatically collect their information.

Features

Limitation

1. The lead capture feature is not supported on Firefox browsers.

Frequently Asked Questions

Q: How do I enable Lead Capture for an attendee?

A: Import the attendee into the attendee list, click the Edit icon, and toggle on "Enable to Lead Capture User." The attendee must have a Registered or Attended status. An invitation email with the activation link will be sent automatically.

Q: Can I export business card images along with lead data?

A: Yes, the lead capture user can export the list from their mobile device by clicking Export List and entering the organizer's email address. The organizer receives a download link containing both the scanned business card images and a CSV file with all captured lead data.

Q: What are the real-time feedback messages I might see while scanning?

A: You may see pop-ups when: the mobile camera is not enabled on the browser, the mobile device is not connected to a network, or an invalid QR code is scanned. These messages help you quickly diagnose and resolve scanning issues.