Lead Capture with EventX Handheld Scanner

Lead Capture with EventX Handheld Scanner

Supported Browsers & Operating Systems When Using EventX Handheld Scanner

1. Recommended OS 1. Android OS 14+ 1. Samsung Internet 13+ 2. Android Browser 133+ 3. Chrome for Android 133+ 1. iOS 16+ 1. Safari 16+

1. Not Supported Browsers 1. Operating System 1. 鸿蒙HarmonyOS 2. EMUI (Emotion UI) 2. Browsers 1. Firefox

Steps to Implement

1. Connect to EventX scanner:

   • Begin by pairing your Android device with the Bluetooth EventX scanner.

2. Enable Lead Capture User:

   • Navigate to the portal and go to the "People List."

   • Select the attendee you wish to enable lead capture for and click "Edit."

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   • Turn on the "Enable to Lead Capture User" option.

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3. Copy and Share the Magic Link:

   • Once lead capture is enabled, a magic link will be generated. Copy this link and share it with the relevant personnel or use it yourself.

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4. Open Magic Link on Android Device:

   • Open the magic link on your Android device connected to the Bluetooth scanner. This link will direct you to the lead capture interface. Then click “Scan Attendee”.

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5. Scan Attendees' QR Codes:

   • Begin scanning attendees' QR codes using the EventX scanner. The interface allows for continuous scanning, enabling you to capture multiple leads efficiently.

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6. Add Tags and Notes:

   • After scanning, you have the option to add tags and notes for each attendee. This feature is useful for categorizing and adding important details for future reference.

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Export Lead Capture List

• Go to the Lead Capture List and Export the List:

  • Navigate to the main page. Select “Lead Capture List”.

  • Click the "Export" button, the list will be sent to your email address.

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• Included Details:

  • Attendees' personal information e.g., name, email, job title, organization, and manually added tags and remarks

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Frequently Asked Questions

Q: What devices are compatible with the EventX handheld scanner?

A: The EventX handheld scanner works with Android OS 14+ devices (Samsung Internet 13+, Android Browser 133+, Chrome for Android 133+) and iOS 16+ (Safari 16+). It does not support Firefox, HarmonyOS, or EMUI.

Q: How do I export the lead capture list when using the handheld scanner?

A: Navigate to the main page, select "Lead Capture List," and click the "Export" button. The list will be sent to your email address and includes attendee personal information, tags, and remarks.

Q: Can I add tags and notes to scanned leads with the handheld scanner?

A: Yes, after scanning an attendee's QR code, you can add tags and notes for each attendee. This is useful for categorizing leads and adding important details for future reference.