How Lead Retrieval works in the event app

The Lead Retrieval feature allows attendees to exchange contact details by scanning a QR code from the event app.

It is designed to make networking easier during the event: each attendee can show their own QR code for another user to scan or, on the other hand, scan someone else’s QR code and save their contact details.

Before you start

For this feature to be available, the following conditions must be met:

• The attendee must be registered in the event app, meaning they must have a profile.

• Registration/login must be enabled in the app.

• The user must sign in with their credentials.

Important: Lead Retrieval is only available in Eventool’s native apps, that is, the versions downloaded from the App Store and Google Play.

Where to find this feature

Once the attendee has signed in, they can access this option from their personal profile, under:

My badge / Exchange contact details

On this screen, the user will see:

• their personal QR code

• the Exchange contact details button

In this same section, the attendee’s personal badge may also be displayed.

How to exchange contacts

Using this feature is very simple:

Show your QR code to another attendee

Each user has a personal QR code in their profile. Another attendee can scan this code to save their contact details.

Scan another attendee’s QR code

If the user taps Exchange contact details, the device camera opens so they can scan another attendee’s QR code.

Once the code has been scanned, the app allows the user to:

• rate the contact from 1 to 5 stars

• add notes or annotations

The contact can then be saved.

Where captured contacts are stored

Scanned contacts are stored in:

Favorites > Contacts

From there, the user can view all the contacts they have captured during the event.

What information is exchanged

The information saved when scanning a QR code is the information the attendee has included in their app profile.

This includes, among other details, their:

• email address

• phone number

For this reason, it is important to keep in mind that the shared contact details will always depend on the information each attendee has completed in their profile.

Exporting captured contacts

Users can email themselves all the contacts they have captured.

The export is generated in Excel format and sent to the email address the user is signed in with in the app.

Important things to keep in mind

• This feature requires the user to have a profile in the app.

• Therefore, the event must have login/registration enabled.

• Contact exchange takes place using QR technology.

• Captured contacts can be rated and can include associated notes.

• Saved contacts can be viewed under Favorites > Contacts.

• The contact export is sent by email in Excel format.

• This feature only works in native apps.