Exhibitors & Lead Retrieval

Set up Lead Retrieval for an event

Configure the attendee data profile, scanning state, paid access, included booth tiers and company exceptions.

Where to find itEvent Dashboard → Lead Retrieval → Lead Retrieval Configuration

How to do it

  1. Enable the event programIn Program Setup, check Enable Lead Retrieval for this event.
  2. Choose the attendee data shared after a scanSelect the default Attendee Data Profile. Use Manage Attendee Data Profiles to create or change the fields included.
  3. Choose how exhibitors receive accessUnder Access & Pricing, include Lead Retrieval with selected booth packages, connect an existing Sales Item as the optional paid upgrade, grant selected companies complimentary access, or combine these methods.
  4. Review company and scanner accessIn Companies & Scanner Access, confirm each participating company shows the expected access source, attendee profile and authorized scanner staff.
  5. Configure attendee consentOpen Event Preferences → Lead Retrieval Consent and set who is asked, the permission wording and the opt-out behavior.
  6. Open scanning when readyLeave Allow exhibitors to scan attendees now off during setup. Turn it on when the event is ready for live scanning.

Before you start

Decide what attendee information exhibitors are allowed to receive and how exhibitors will obtain access: included with selected booth packages, sold as an upgrade, granted by the organizer, or a combination.

Lead Retrieval access is based on the qualifying registration/order or organizer grant. The exhibitor's payment method does not need to settle before staff can scan when the qualifying order has been accepted.

Verify before event day

Use a test exhibitor staff registration and a test attendee. Scan the attendee, answer a qualifier, add a note and confirm the lead appears with only the fields allowed by the selected Attendee Data Profile. Repeat with an opted-out attendee when consent is enabled.

Updated for the current rsvpBOOK product experience.