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Use Cases

Overview

EventX Lead Capture can be applied across a variety of event scenarios. Whether you are an exhibitor at a trade show qualifying leads on the spot, an event organizer equipping your exhibitors with lead retrieval tools, or a sales team following up after a conference, Lead Capture streamlines the entire lead collection and qualification process.

The core benefits include instant digital contact capture, opportunity qualification with tags and notes, time savings over manual business card collection, and seamless export for CRM integration and post-event follow-up.

Getting Started

Advanced

Common Questions

Q: What are the main use cases for EventX Lead Capture?

A: Key use cases include: (1) Opportunity Qualification -- exhibitors can tag and rate leads on the spot, (2) Time Savings -- instantly capture attendee info by scanning QR codes instead of collecting and processing physical name cards, (3) Post-Event Follow-up -- export all captured leads as CSV for CRM integration and email campaigns.

Q: What if a lead capture user can't find their invitation email?

A: Organizers can retrieve the login link and QR Code directly from the portal. Simply click the QR Code icon next to the lead capture user to access a QR Code and login link that can be shared directly.

Q: Can I scan leads if the event hasn't started yet?

A: No. If the event has not started or has already ended, lead capture users will be directed to the event landing page instead of the lead capture interface.

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