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5 ways to increase lead capture adoption at events

5 ways to increase lead capture adoption at events

With in-person and hybrid events coming back in full force, it’s time to think in-person lead capture again. For many exhibitors, this usually involves scanning a name badge or business card through an app or scanner. These apps are great for quickly getting contact data from your event and into your marketing automation or CRM system of choice.

But in order to get contact data from a scan, booth staff have to actually use them.

Many organizations struggle to get staff to adopt new lead capture methods. After all, taking someone’s business card and scribbling a few notes worked before, why shouldn’t it work now?

Event marketers know exactly why that doesn’t work. People fall through the cracks and don’t receive follow up, and you have a delay in processing your data. 

How event marketers can help increase staff adoption:

1: Set Expectations

This may seem obvious, but you’d be surprised how many event coordinators pay good money for lead capture without setting expectations. Who should booth staff be scanning? Here are a few different responses we’ve gotten from our partners:

  • Scan everyone who comes to the booth, no matter what.
  • Only scan potential customers (exclude vendors, sales people, etc).
  • Only scan qualified potential customers.
  • Only scan potential customers with a sales opportunity.

Different people will have different opinions. Many marketers usually favor gathering as many leads as possible and qualifying later. Sales teams, on the other hand, are mostly interested in hot leads, seeing potentially unqualified leads as time wasters. Make sure everyone knows what you need from them.

2: Keep it Simple

We all know it’s important that follow up is targeted for the attendee. You can’t just send a giant email blast with generic content and expect people to engage. You can’t either send personalized content if you don’t know anything about the person.

Having said that, we’ve seen a tendency to ask a lot of survey questions. 

A while back, we had a partner who was switching from paper lead capture forms to digital lead capture. They copied the paper form which included 20 survey questions. All of them were marked required and many had follow-up questions. They left their event with only three new leads from the app.

What happened? The sales staff got frustrated. They felt like they were stuck doing data entry while lines built up at their booth. To quote one of the reps, “I look like I’m just playing on my phone or texting friends; it’s embarrassing.” 

They ended up switching back to the paper forms where they felt more comfortable. The result was that it took several weeks before all of the leads were entered into their CRM.

While it’s tempting to gather as much data as humanly possible, remember your staff are in a busy, highly interactive environment. Make the lead capture process as quick as possible by using the minimum number of survey questions you can.

3: Avoid Manual Entry

Event marketers trying to save on expenses might decide they don’t need to pay for badge scanning. After all, Developer kits usually cost several hundred dollars, and renting devices could break the bank once they add all of their users. Their staff can just type in the contact info, right?

That decision is more costly than you might realize. Just like in my example above, when staff only have manual entry as an option, you can expect them to avoid submitting data on the sales floor. They simply don’t have time to do it when face-to-face with prospects. Instead, they’re likely to collect business cards and upload them later in their hotel room.

However, if users can conveniently scan a badge or business card, lead capture takes mere seconds. Consider that next time you’re thinking of saving a buck on lead capture.

4: Stick to Multi-Select Fields

You’re probably noticing a theme here…

The key to adoption is making it as easy as possible.

The more typing there is, the more time lead capture takes, and the less your staff will want to use your capture form. 

When dealing with surveys, multi-select fields take very little time. Imagine how much longer it would take to type “Lead Management Automation” than to just tick a box.

5: Use a Universal Lead Capture System

Inconsistent experiences are one of the biggest complaints both marketers and booth staff.

Every event and every provider has their own scanners and apps. Some let you add custom survey questions, some don’t. Some only provide badge scanning, others can also do business cards. And, unfortunately, not all are very intuitive.

People are much less likely to invest their time in learning to use an app if they know they’ll probably never use it again. However, if you use a Universal Lead Capture (ULC) system like Lead liaison, users will have the same experience at every event. Most importantly, you have control over what the form looks like as well as the questions asked.

To get the most out of your next event, contact Lead liaison today for more ideas on how ULC can make life easier for your staff.


Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 3,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

 

CASE STUDY: Lead Capture for Speakers & Conferences

CASE STUDY: Lead Capture for Speakers & Conferences

I once attended a hybrid conference. It was an opportunity for me to learn from the experts, find out what is new in our industry, and connect with colleagues I have not seen in a long time. I also wanted to see one speaker in particular (a client) that was using Lead liaison lead capture games to engage the audience. Here is what I observed.

There were 8 sessions, which I attended over two days. Each session was 1 hour long. Of these 8 sessions, 6 of the speakers were simply talking and showing a few powerpoint slides. One speaker did send out a poll to their virtual audience and shared the results with both the virtual and live audiences to discuss. But the one speaker who was using Lead liaison engaged both the live and virtual audience in a completely different way… plus, walked away with 59 leads! Here is what they did.

  1. PREPARING THE AUDIENCE: When we entered the session room there was a slideshow running as we waited. It explained that this would be an interactive session as well as to have our phone ready and that prizes would be awarded to the most engaged participants. It also gave us a QR Code to scan to play a fun game while we were waiting and get comfortable using our phone. (I crushed this game by the way!)
  2. ENGAGE YOUR AUDIENCE IN LEARNING: The speaker’s presentation was broken down into 3 parts. Each part had 1 image on the screen when the speaker was teaching, followed by a QR Code for us to scan. The QR Codes led us to different learning games designed to test how well people were paying attention to the content and reinforce the key takeaways.
  3. CREATE A COMPETITIVE ATMOSPHERE: We were sitting at tables so, before we played, we were asked to identify which table we were sitting at. (This was great as it created a competitive atmosphere AND anyone who would normally not participate would have to jump in and not let their team down! The virtual audience was put on teams too! Our table played a total of 3 educational games.
  4. REWARD YOUR AUDIENCE: Towards the end of the session, the speaker announced that they would be giving away prizes to the top 3 individual players with the highest combined score from all 3 games AND the team with the highest combined scores! BUT, we had one more challenge which was a super fun game! You could literally feel the energy in the room heighten as it was “game on” and everyone was ready to play! Once we played, the speaker announced they would be showing us a Master Leaderboard that was gathering all of our individual and team scores. When it was revealed, the room cheered and celebrated the top players and team. In the end, my team did not win, but there were 3 individual winners who received $100 eGift cards (electronically fulfilled by their Lead liaison Gift Card Rewards system) and a team of 8 at table – 4 that were excited to win bluetooth earbuds! The speaker also invited everyone to visit their booth to meet their team and pick up a small gift. SMART!
  5. THE RESULTS: That last fun game we played was tied to a lead capture form where attendees could request a copy of the presentation, product information, or a meeting. When the event was all over, I met with our client and here is an overview of their results:

There were 10 tables of 8 in the room. It was almost sold out with 63 people attending in person. Online, there were another 30+ attendees attending. Of all attendees, 61 participated in person and 22 participated online. Of the 83 who participated, 59 became leads! (44 requested more information and 15 requested a follow up meeting after the show with their sales team.)

As for the attendees… We got to engage with their brand in a fun and memorable way! I could not have been more proud of how well our client utilized Lead liaison Gamification and Universal Lead Capture. They really took our advice to heart and stood out over the other sessions, created an engaging, fun and memorable brand experience, and they were the only speaker to actually capture leads! It was an amazing success story that I had to share.

Now, if only the event organizer had Lead liaison’s Event Engagement Studio setup, they could have gamified the entire event! Attendees could have scored points for engaging in every session, and earned points for meeting with exhibitors and sponsors too!

Contact Lead liaison today to learn more about how we can help your team prepare for event success by partnering with the leader in Universal Lead Capture and Engagement solutions.


Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 3,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

Demystifying APIs & Dev Kits for Event Lead Capture

Demystifying APIs & Dev Kits for Event Lead Capture

When Event Organizers & Exhibitors work together, everyone wins!

You’ve set up your Universal Lead Capture form, your documents are ready to go, and your team is trained. Now the important question:

have you figured out how your team will actually be capturing contact data at your event? 

For most events, especially in the US, you can get contact data by scanning name badges. Universal Lead Capture apps like Lead liaison can pull in data from badges. To do this, however, you’ll typically need an API, or developer’s kit. 

This is where things go off the rails sometimes. You email the show management, and they have no idea what you’re talking about. How do you navigate these events and get your scanner up and running?

How to Retrieve API / Dev Kit Info

1: Check the order form

Many lead retrieval providers will have the API kit on their order form. This is a best case scenario. It might be listed as one of the following:

  • API Kit
  • Developer’s Kit
  • Third-Party Kit

If it’s on the form, then that’s all you need to buy. No need to rent scanners or license the provider’s app. If it’s not on the form, it’s time to contact the provider directly.

 

2: Identify the lead retrieval provider

Show management rarely has much to do with lead retrieval. You can ask them about badge scanning and APIs, but more often than not they’ll have no idea what you’re talking about. They will usually contract out to a lead retrieval provider. 

Oftentimes the provider will be listed in your Exhibitor kit. It may even be listed directly on the show’s website. If there is an order form for lead retrieval, it will often reveal who the provider is.

If you’re having trouble identifying them, contact show management. Be very careful with your wording. If you throw around terms like “API Kit,” they’re probably going to get confused. If you have to contact show management, we recommend the following wording:

“Hello, we’re trying to set up lead retrieval for EVENT NAME. Could you please let us know who is providing lead retrieval services? We’d appreciate it if you could either connect us or give us your contact’s details.”

If management is still unsure, you can ask them if the badges will have barcodes on them and who is providing the name badges. Note that this is not always the lead retrieval provider.

Contact the provider directly

Once you know the provider, contact them directly. We’ve had the most success by asking questions like this:

“Hello, we understand you’re providing lead retrieval services for EVENT NAME. We use a Universal Lead Capture app and would like to set up badge scanning. Do you have an API kit or developer kit so our app can scan the badges at EVENT NAME?”

On rare occasions, the provider might misunderstand what you’re asking. They may send you an order form for their app at the event. Make sure they understand you want to use your Universal Lead Capture app.

 

What if there is no API Kit?

In some cases, there may be situations where the provider does not or can not offer an API kit. Depending on the situation, there are still a few things you can try.

1: Ask for post-show reconciliation

With post-show reconciliation, your Universal Lead Capture app will scan and save the badge ID. Once the event is over, you can send the list of badge IDs to the lead retrieval provider. They will return a list of contact details that apps like Lead liaison can use to complete your submissions. While it isn’t instant like with an API, the end user experience is the same. Your users simply scan the lead, add notes and qualifiers, and submit. 

2: Ask for a sample badge

Sometimes providers don’t offer an API because the contact details are embedded in the badge. If you can get a badge to your Universal Lead Capture provider, they may be able to read the data without the need for an API. Lead liaison, for example, has a team of experts that check badges for you. 

3: Talk to show management

If all else fails, let show management know how important it is for you to use your Universal Lead Capture app. Many show managers aren’t even aware that these sorts of apps exist, and as a paying exhibitor, you can make a difference. We’ve had managers make changes by sending messages like this:

“Hello, we use a Universal Lead Capture app that we normally use at the events we attend. Usually the lead retrieval provider has a developer kit which allows our app to scan the badges. We understand that PROVIDER does not have this option.

Our app is configured for our needs. It has all of our questions and documents set up for our organization, and our booth staff are used to it. We would rather not have to train on a new app and figure out how to fit it within our data flow. Please consider finding a provider that offers this in the future.”

4: Take a Picture of Badges & Business Cards

Lead liaison can easily transcribe the data and send it to your CRM or Marketing Automation platform.

In some rare cases the provider may have an API kit, but show management has specifically told them not to offer it. In those cases, we suggest sending a message like this:

“Hello, we use a Universal Lead Capture app that we normally use at the events we attend. Usually the lead retrieval provider has a developer kit which allows our app to scan the badges. PROVIDER has informed us that you will not allow them to offer the kit. This is disappointing.

Our app is configured for our needs. It has all of our questions and documents set up for our organization, and our booth staff are used to it. We would rather not have to train on a new app and figure out how to fit it within our data flow. Please consider allowing this option.”

Premium lead capture solutions like Lead liaison empower teams to collect custom event data, collect and distribute that data instantly, and begin the follow up and meeting scheduling process long before the competition. Lead liaison provides event teams with resources to make every event a success such as in-app lead rating, meeting scheduling, team communications and more, and event engagement solutions that will increase activity and engagement at your booth!

Click here to explore Lead liaison’s award winning, premium lead capture and event engagement platform and view testimonials from event professionals who use the app.


Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 3,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

 

Sessions Tracking Solved!

Sessions Tracking Solved!

How to accurately scan attendees into sessions when hundreds to thousands of people could be flowing through the door when it opens. Many organizations have the need to track and record which attendees are attending sessions so they can award continuing education credits and other meetings just want to track who attended which session. Problem solved using one of Lead liaison’s latest feature updates:

Rapid Scan!

When Rapid Scan is enabled in the app a door monitor is able to quickly scan the badge of everyone who enters without any additional steps like hitting submit or answering questions in the normal lead retrieval screen. Simply focus the camera on the badge, beep and move on to the next badge. The app will continue scanning until the submit button is pressed at which point all of the scanned data will be uploaded into the system. Quick and accurate! 

Need to report if an attendee stayed for the entire session?

Event managers can also scan badges using rapid scan as they exit the room and the system will time stamp both the entrance and exit of the attendee. 

The system makes it easy to report which attendees were in which sessions because the Lead liaison software OneFocus creates an “attendee journey” in their profile so an event manager can easily see and export each session attended. We also integrate with many different software platforms if you want to have an automatic sync of the data. 

Short on staff?

The app can also be configured for kiosk mode which will allow an attendee to scan as they enter the room. If the attendees are trained that they need to scan in and out to be awarded the continuing education credit then rest assured they will make sure to scan properly. 

Contact Lead liaison today to learn more about how easy it is to track your session attendance using rapid scan in the Lead liaison app.


Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 2,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

Cultivating Quality Interactions on the Event Show Floor

Cultivating Quality Interactions on the Event Show Floor

Not all events are the same, but a few attributes all events should have in common are positive community building experiences, conversations that increase knowledge and breadth of opportunity, and positive ROI.

The direct path to ROI is one beset with quality interactions. When preparing for your next event, plan to engage with your prospects. What is your plan for brokering new conversations?

What impression would you like to make as a company?

Here are a few takeaways to help you make the most of your events:

1: Give people a reason to visit your exhibit space.

Is your booth well built? Good! You’re halfway there. Is it interesting and staffed with a well equipped events team? Now we’re getting there…

Let’s talk engagement:

Event activations are becoming the new norm for enhancing interaction at in person and hybrid events. Activations, also known as Gamification, connect attendees with activities that combine fun with education and brand impression. Activations launch anywhere, including on personal devices, so they can go anywhere providing incentives to visit sponsored booths and important locations, attending sessions, reviewing presentations and more.

All this activity and involvement nets increased event revenue, additional intentional interaction, and as a result – more conversations leading to business transactions.Lead liaison’s suite of over 60 event activations helps event organizers and exhibitors drive engagement at their events and provides exhibitors with better lead capture processes. The intuitive Activation Builder makes it extremely easy for anyone to customize games with branding of any kind.

2: Be inviting

Now that you know how to draw additional traffic to your booth, don’t forget to converse with your attendees as soon as they arrive. Smiles and good body language are well received and can increase opportunities for conversations.

3: Flex your customer service muscle

Oftentimes you will have booth traffic that won’t lead to a direct sale. That doesn’t mean you should cut down on your customer service skills. An attendee could have questions that require you to refer them to someone else. Offer a quality experience and they will remember that. If they know how good you are at taking care of them, the positive experience will provide an opportunity for future word of mouth referrals.

4: Listen

Customers come to trade shows for the opportunity to have conversations and understand more about certain products and services offered by exhibitors. The in-person conversation is the most valuable sales tool there is. If a prospective customer is at your event and stops by your booth, they have something to say. FIRST, LISTEN to their questions, understand their needs, and give them your attention. Sales take time, this is just the reality. The more listening you do from the start, the better. Create that positive experience on your first meeting!

5: No PDE (Public Displays of Exhaustion) allowed!

Sit only if you can do so out of public view. When prospects walk by a booth, they expect to see energy and excitement. Nothing is more deflating in the eyes of an attendee than walking the floor to see people sitting behind a table at a booth showing no energy.

6: Have fun!

If it takes an extra cup of coffee or a candy bar, find energy to have fun. Look, staffing a booth at a trade show is tough. Travel, setup, long days, we know it isn’t always glamorous. Why go through all that just to be upset on event day? If you need it, give your booth staff a break or two during the day to recharge. It is so important everyone in the booth is in good spirits when any attendee drops by, even on day three of an event.

During 2020 so many of us missed the in-person experience when we had to move to online events.

Today, in-person experiences are back in full force with tons of attendees excited to make those in person connections again. Appreciate every opportunity, and always look to build upon every handshake or fist bump.

We hope these simple tips were helpful to you as you plan for upcoming events. If you need creative ideas and resources to make your next event more engaging, contact Lead liaison!

We’re here to help YOU make every event a huge success.

Lead liaison is a multifunctional event platform that provides: Universal Lead Capture, User Customizable Gamification, Marketing Automation, CRM, Lead Management, Sales Enablement, Leader Boards, Point Rewards & e-Gift Cards, Waypoints for Sessions & Scavenger Hunts, Player Profiles, and more with over 3,000 integrations for all common CRM and Marketing Automation platforms.

To see how Lead liaison’s growing library of digital activations (games), universal lead capture, and reward-based solutions can help your company generate more leads at your trade shows, contact us today!

5 Gamification Companies You Need To Know About

As an event professional, you should be well aware of event engagement opportunities that drive additional booth traffic and help broker new conversations at events. A number of interesting gamification companies have emerged in the marketplace, providing event activations and gamification solutions. The following is a list of engagement platforms and a short review of benefits we found useful:

1. Captello

A 1-2-3 punch for event professionals, Captello offers Gamification (in the form of customizable activations with integrated lead capture forms), Prize fulfillment (a comprehensive self-fulfilling Rewards Center with an international e-Gift Card library and unique shopping experience), and a Premium Lead Capture app solution that launches on any smartphone or tablet.

Captello’s gamification arcade includes over 55 activations including games that educate and entertain; all of which can be branded and edited by end users in minutes with a simple browser based Activation Builder. Games launch on any connected device including smart phones, TVs and monitors, web pages, virtual event platforms, by hyperlink, embeddable iframe, or QR code scan. Unique to this platform are the rewards center, customizable leaderboards, treasure hunt, and self guided tour capabilities. These super flexible activations drive engagement, reinforce messaging, and broker conversations while capturing important lead data.

https://www.captello.com

2. Spinify

Spinify works by gamifying the sales process and providing incentives to sales teams for reaching and exceeding goals. Spinify leader boards launch on any TV or monitor providing real time visibility to team member positioning.

This platform encourages sales team members to work harder to achieve goals, and allows the employer to reward team members with prizes. Rather than a game or rewards platform, Spinify focuses on awarding points, badges and levels as a way of encouraging competition around company goals. In the event environment, using Spinify serves to create friendly competition among your exhibiting team members encouraging them to engage more and drive deeper conversations.

https://www.spinify.com

3. Drimify

Drimify offers a collection of digital games that can be customized with company branding and launched virtually anywhere: on tv’s and monitors, websites, via URL and by QR code scanning. A collection of 20 games includes quizzes, polls, tests, instant win games like spin the wheel and slot machine, and entertaining games like Pac Man, Memory Cards and Word Search all work to create memorable experiences for event attendees and corporate teams. Pricing is straightforward, however features like leaderboards, access to VIP support, duplicating games and some customization features all come at an additional cost that must be negotiated under their Premium Plan.

https://drimify.com/

4. LumoPlay

LumoPlay incorporates a combination of required hardware elements and apps to create interactive touch screen experiences from any display. A fun way to build engagement, LumoPlay has been used to increase interaction with museum exhibits, playground areas, public exhibits, and more. Users select from a suite of 18 licensable apps to create environments that can be manipulated by human touch, footsteps, objects like balls and bats, hand motions and more. Event exhibits can be made immersive with LumoPlay, however app selection seems to be limited to games that entertain with little to no educational value, and setup requires a hardware kit, which represents significant effort to set up – especially in the case of portable / temporary booth environments.

https://lumoplay.com/

5. Mentimeter

Developed to engage audiences in sessions, workshops and presentations, Mentimeter provides solutions that help presenters deliver messages that demand audience participation and increase interaction and memorability.

Using Mentimeter’s library of pre-designed templates, presenters can edit, customize and create presentations with engaging elements including live audience polls and surveys, live feedback, entertaining quizzes, and word clouds that help to visualize the audience’s ideas on-screen. Mentimeter templates and interactive elements are simple and help presenters to deliver information in engaging and memorable ways.

https://mentimeter.com/