Exhibitors & Lead Retrieval

Capture and manage leads as an exhibitor

Deploy phone scanners, rapid scanners or self-service kiosks, then manage qualification and follow-up from the company lead workspace.

Where to find itCompanies & Exhibitors → select a company → Lead Manager

How to do it

  1. Confirm the company has Lead Retrieval accessReview the company in Lead Retrieval Configuration or Companies & Exhibitors.
  2. Choose the attribution modelShared scanner links do not require a person. Optionally authorize company staff when a scanner should be fixed to one operator or let operators choose themselves on the device.
  3. Configure qualificationAdd company qualifiers/questions or use the event qualification template when a shared starting point is appropriate.
  4. Choose the right scan modeUse Lead Scanner when staff should answer questions during the conversation, Rapid Scanner for high-volume capture, or Self-service Kiosk when attendees scan themselves. Lead Manager can deploy a secure standalone URL/QR to a phone or tablet without requiring a staff login on that device.
  5. Test capture and exportTest all enabled capture modes, including an opted-out attendee and a temporary offline period, then verify captured leads, capture-source reporting and any requested resources are correct.

What exhibitors need

A standalone scanner is authenticated by its secure device link, not by a booth-staff login. Use Shared attribution when the device should stand on its own, Fixed staff when every scan belongs to one authorized person, or Choose operator on device when a shared scanner changes hands. Personal in-app scanning remains available for logged-in staff.

Choose a capture mode

Lead Scanner opens the configured question and resource steps for each attendee. Rapid Scanner persists each badge immediately and keeps the camera active for high-volume traffic. Self-service Kiosk turns a shared tablet into an attendee-facing station with a front-camera default and a temporary 4–8 digit exit PIN. Open Lead Manager → Scanners & Kiosks, deploy a scanner from a saved profile, then scan the setup QR, copy the URL or email it to the device.

All standalone badge-capture modes enforce attendee Lead Retrieval consent when the badge is validated, support durable offline queuing, evaluate Target Lead rules and update repeat-visit counts. Offline captures are revalidated for identity, access and opt-out before they become leads. Staff can open a captured lead afterward to edit qualifiers/questions, add notes, update follow-up status and send resources without creating another booth visit.

Events using another registration provider

The standalone scanner can resolve attendees imported into RSVPbook using an Integration External Record ID, so the event does not need to use RSVPbook registration. Map the value encoded in the provider badge to that external record ID during the attendee import/integration.

Capture-source reporting

Lead Manager records first/latest capture mode plus device-level activity so exhibitors can distinguish Lead Scanner, Rapid Scanner, Self-service Kiosk, Manual Entry and legacy activity in exports and dashboard metrics.

Updated for the current rsvpBOOK product experience.