Capturing Lead's record using EventX

Introduction

As a lead capture user, you can use our EventX to capture the lead's data in 3 different ways

1) Scan Business Card

2) Manually create lead's record 

3) Scan event's QR code (only available to use if the event has EVENTX attendee's QR code on name badge/app for scanning)

Xtra Tips: It is important to check to ensure you are in the correct event to capture lead's record.

Scan Business Card

The follow-up action is automatically turned on. If user would like to disable the follow-up action, please go to account setting and turn off "Show the follow-up steps".

The business card capture flow of user who disables "Show the follow-up steps" to capture 

1) Press "Scan" on Menu bar.  It will prompt to a camera for you to scan attendee’s business card.

2) Press the circle button to take picture of the business card.

3) Data will be pre-filled and user can add notes or add tags under “Notes".

4) Press "<" and go back to "Contacts" page. The record just captured will sync to our system automatically.

Xtra Tips: our system will do content checking after it is sync to system.

iPhone	Android Phone

EventX now supports double side business card capture.

After taking the card capture, system will auto pre-filled and user can add notes or add tags under “Notes".

There will have one more step if user enables "Show the follow-up steps", please see as below.

After taking the card capture, you may need to confirm the email address.

After that, an exchange message will pop up in the app and you may edit the message and send the message to the contact person.

The contact person will receive the exchange message through email and they can click the "Save to Contact" button to view and save the contact.

Manually Create Lead's Record

1) Go to "Contacts" on the Menu bar and click "+" button on the top right-hand corner.  It will prompt to a blank lead profile.

iPhone	Android Phone

2) Type in the lead's content.  Add notes or add tags under “Notes".

3) Press "<-" and go back to "Contacts" page. The record just captured will sync to our system automatically.

iPhone	Android Phone

Scan Event's QR Code

Xtra Tips: only available to use if the event has attendee's QR code on name badge/ app for scanning

1) Press "Scan" on Menu bar.  It will prompt to a camera for you to scan attendee’s business card.

2) Press "QR Code".

iPhone	Android Phone

3) Scan the lead's QR code and it will save the attendees' record under "Contacts".