Lead Management
Thank you for supporting the congress. Lead Management is a feature of the Congress App and designed to help you capture, qualify, and follow up with leads efficiently.
Guides
Set Up
- Lead Management is set up in the Exhibitor Portal before the congress
- The booking contact has access to the Exhibitor Portal and can set-up lead questions, automated emails, and view and export scanned leads
- Refer to the set-up guide for instructions
Scanning Leads at the Conference
- Request Permission
Ask the attendee for permission to scan the QR code on their name badge or in their congress app - Scan the Attendee
In the app, tap the Scan Leads icon, and scan the attendee’s QR code - Capture Lead Details
After scanning, complete any pre-set lead qualification questions - Submit
When the submit button is tapped, the lead details are collected - Lead Storage
All scanned lead details are stored in the Exhibitor Portal. This includes attendees contact details (including email address and contact number) and responses to custom lead questions - Lead Visibility
- Each team member can view the attendees they have scanned and responses to custom lead questions in the app
- Full lead data is accessible only via the Exhibitor Portal
- Automated Follow-Up (Optional)
If configured in advance, a thank-you email will automatically be sent to each scanned attendee - Automated Lead Alert (Optional)
If configured in advance, a lead alert email will automatically be sent to your team with contact information and the answers to your custom questions
App Release
The Congress App will be released before the event. The App is the primary source of information for the congress, with all attendees having access.
Accessing the App
Individual log-in details for the App will be emailed to each registered team member when the app is released. Attendees must be registered to access the App.
Contact
If you have any questions about Lead Management, please contact us on the below or visit the registration desk at the congress.
Conference Design
mail@conferencedesign.com.au
+61 3 6231 2999