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

    • Recent Topics

    • Zoho Site pages not displaying in iframes

      I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com

    • Issue with Creator's IF logic

      Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

    • Zoho Inventory as connector in Zoho Creator

      Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something

    • Send Zoho Forms Link using Zoho CRM Email Templates

      I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

    • Can I execute two 'functions' when completing a mail merge from CRM?

      Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get

    • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

      This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Custom Search using HTM+CSS Snippet

      Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

    • Zoho CRM Kiosk Upload Files

      Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"

    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

    • Introducing Image Upload Field

      Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record

    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

    • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

      Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,

    • Associate emails from both primary and secondary contacts to deal

      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • AI generated meeting notes associated to Account or Deal

      As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

    • due date on cheue

      how to handle cheque in zoho books for customers and vendors including due date

    • Zoho CRM Portal Field Level Permission Issue

      Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

    • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

      Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

    • Zoho Projects API 100 requests/2 min. Limit

      Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

    • Unveiling Zoho Sites 2.0 - A new dimension in website building

      Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

    • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

      Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

    • Zoho Projects - Attachments added to Task and Bug emails are not saved

      Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley

    • Zoho Inventory's latest shipping integration updates at a glance.

      Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,

    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

    • Identify long running sync jobs/tables

      My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome

    • Sorting a list of record acquired from the zoho.crm.searchRecords function.

      This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

    • Zoho Inventory Custom Field Update

      Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");

    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

    • Alphabetically

      How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 

    • Spotlight series #6: The Show app for Android TV has a new look!

      Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

    • Can i set a default value for country and state in address field in zoho creator?

      Can i set a default value for country and state in address field in zoho creator?

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

      This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //

    • Next Page