Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

Introducing Lead Capture: Empower exhibitors to capture leads effortlessly



Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance.

Introducing Lead Capture in Zoho Backstage to help exhibitors streamline the collection, qualification, and management of leads. So how can your exhibitors benefit from using this feature?

Manage access control



Stay organized by managing booth members and their access permissions, which can be set at the category level, giving you to have granular control over which exhibitors have access to the Lead Capture tool. Exhibitors can invite members and add their details on the go right from the mobile app. When adding booth members, assigning them a role—admin or member—will also tailor their access and provide them with the appropriate level of permission.

Capture leads instantly


Move away from manual data entry and improve exhbitor-attendee interactions with higher ROI for exhibitors. Leads can be added swiftly and accessed digitally using the mobile app. The My leads option in the left panel in an event can be used to open Lead Capture. A participant's QR code can be scanned to fetch their lead information. With two scanning options available—Quick scan and Scan and qualify—these details can be captured instantly.

Qualify leads with additional notes



With the Quick scan option, only the QR code needs to be scanned in order to save the lead to your list. The lead quality will automatically be set as hot. With the Scan and qualify option, simply review pre-filled lead details, rate the lead's quality, and provide any additional notes or insights about your conversation. Recording notes specific to each lead can empower exhibitors to tailor their approach for future follow-up efforts, increasing the probability of converting prospective leads to customers.

View collected lead summary 



Lead reports can be viewed in real time as leads are captured at the event. Exhibitors can view individual lead profiles to get a comprehensive view of each attendee.

Booth members can filter and segment leads based on criteria such as lead quality and the booth member who captured the lead.

The lead list can also be kept up to date with the flexibility to edit saved information. Updates or corrections made to entered details will maintain its accuracy and relevancy. Also, when a particular lead no longer fits the desired customer profile, they can be deleted.

Securely export leads



Finally, you can safely export the lead list directly by email. As an enhanced security measure, the lead list is sent as a password-protected email attachment. Only booth admins will be allowed to export the report. This can then be selectively shared with the people who are authorized to access the information.

Equip exhibitors at your next event with Lead Capture and let us know how it went in the comments below. We're always looking for feedback on how we can improve our product to serve your needs better. You can also start a discussion about this in our community or write to us at support@zohobackstage.com for any product-related questions.
 
Happy organizing!



      • Sticky Posts

      • Important notice: Changes in sender domains

        Hello Backstage users, This is a heads-up about a major change with sender domains in Zoho Backstage. In response to Google's new guidelines for email senders, Backstage won't be able to send emails with the sender domain "gmail.com" or "googlemail.com".

      • Announcing Backstage OnAir, our in-house virtual events solution

        These past months have seen a huge rise in the number of virtual events with some of the biggest events of the year going online. Though there's little possibility for virtual events to completely replace in-person ones, COVID-19 has shown how flexible

      • Introducing the mobile app for event organizers

        It doesn't matter if you're planning your first trade show or an annual executive retreat—organizing an event requires your undivided attention. This is especially true on event day, when things can quickly get out of hand. So how can you stay on top of everything happening at your event? Introducing the Zoho Backstage for Event Organizers mobile app, for Android and iOS—designed to improve and simplify your event management. Getting things started on time, checking in attendees on event day, following

      • Announcing Zoho Backstage: Your complete event management software

        With just a few months till the event, you're still racking your brain. Did you advertise to the right audience? Is your event website design appealing? How will you keep attendees engaged and interested during sessions? It doesn't matter if you're organizing