Exhibitors & Lead Retrieval

Manage and send Follow-up Content

Upload or link exhibitor resources, offer them during capture or kiosk self-scan and review delivery results.

Where to find itCompanies & Exhibitors → company → Lead Manager → Follow-up Content

How to do it

  1. Create a resourceAdd a title and description, then upload a supported file or provide an HTTPS URL for an externally hosted page/resource.
  2. Make it availableKeep the resource active when booth staff or a Kiosk Profile should be allowed to select it.
  3. Select it for a leadStaff can choose resources during Scan & Qualify or later from Lead Detail. Kiosk Profiles can expose only the resources chosen for that attendee-facing profile.
  4. Review delivery stateUse Lead Manager reporting to see sent, pending, failed or suppressed fulfillment.
  5. Retry failuresOpen Failed Follow-up Deliveries to see the affected lead/resource, error and attempt count, then retry selected deliveries after correcting the issue.

Uploaded vs linked resources

Uploaded Follow-up Content is stored privately and delivered using a time-limited download link. Linked resources keep the HTTPS URL supplied by the company.

Independent delivery

Resource fulfillment is queued separately from lead capture. A mail or delivery problem cannot roll back the scan, and duplicate capture retries do not resend a resource that was already selected for that lead.

Resource lifecycle

Archive resources that should no longer be offered. Replaced/archived private files use delayed cleanup so links already issued have time to expire safely.

Updated for the current rsvpBOOK product experience.