rsvpBOOK Lead Retrieval supports both staff-operated and attendee-facing capture. Lead Scanner supports a guided conversation, Rapid Scanner keeps the camera moving during high traffic, and Self-service Kiosk provides branded attendee self-scan. Standalone scanner links can run directly on phones and tablets without a booth-staff login, with optional staff attribution. Supported lead actions use durable offline queues and synchronize when connectivity returns.
After capture, staff can append notes, edit qualification, save important leads, update priority/next action, work explicitly assigned leads and send Follow-up Content without creating another booth visit. Company managers can use Target Lead rules, assignment/due dates, the Work Queue, content-delivery status and capture-source analytics to manage follow-up.
Organizer setup
- Configure Companies & Exhibitors for the event.
- Decide whether Lead Retrieval is sold separately, bundled with selected booth packages or granted by the organizer.
- Confirm company access, attendee data profiles and consent/opt-out behavior. Staff registration is required only when scans should be attributed to a specific person or operators should choose themselves on the device.
- Test online and offline capture, an opted-out attendee, follow-up resource delivery and the company Lead Manager before launch.
Lead access is based on the event's current Lead Retrieval configuration rather than the old scan-gun/CSV workflow.