Exhibitors & Lead Retrieval

Lead Retrieval attendee consent and opt-out behavior

Configure the attendee permission question and ensure scans respect each attendee’s Lead Retrieval preference.

Where to find itEvent Dashboard → Event Preferences → Lead Retrieval Consent

How to do it

  1. Open Lead Retrieval ConsentFrom Event Preferences, open the Lead Retrieval Consent section.
  2. Choose who is askedSelect the attendee population that should receive the permission question.
  3. Review the permission wordingSet the question/answer presented during registration and the message exhibitors see when an attendee has declined.
  4. Save and test both outcomesCreate one opted-in and one opted-out test attendee.
  5. Test every lead pathScan both test attendees through direct Lead Retrieval and, when enabled, exhibitor gamification. The opted-out attendee must remain excluded from lead delivery.

What this setting controls

Lead Retrieval Consent determines whether an attendee allows their information to be released to an exhibitor after a qualifying scan. The same attendee decision applies whether the lead comes from a direct Lead Retrieval scan or from an exhibitor gamification scan that is configured to create leads.

Use wording that accurately describes how the event and exhibitors will use the attendee information. Your organization is responsible for choosing consent language appropriate for the event.

Updated for the current rsvpBOOK product experience.