This article explains what ScanMyLead is, which roles are available, and how the process works from setup to lead export.
WHAT IS SCANMYLEAD?
ScanMyLead is an app for capturing leads at your event. Booth staff, customer managers and your team scan the QR code on a guest's badge and save the contact as a lead. If desired, they can qualify the lead directly using a short form, for example with notes, interests and an assessment as Cold, Warm or Hot.
The app runs in the browser on a smartphone or tablet. It can be installed on the home screen like an app; downloading it from the App Store is not necessary.
You can view all captured leads together in the AirLST Suite under ScanMyLead.
There, you set up the app, analyse the leads and export them.
ROLES IN THE APP
You define who may use the app and what they can see in it through roles.
| Role | Task |
|---|---|
| Exhibitor | Booth staff who scan visitors at the booth and view the leads from their own booth |
| Customer manager | Looks after the assigned guests and exhibitors and scans their own leads |
| Location scanner | Shared device at the entrance to a room that checks guests into sessions |
| Administrator | Views and manages all leads for the event |
THE PROCESS AT A GLANCE
- Activate ScanMyLead for your event and define the language, appearance and scanning period.
- Customise the lead form and lead scoring to meet your requirements.
- Assign the roles and assign customer managers.
- Your team logs into the app and captures leads on site.
- Track lead capture live in the dashboard and reports.
- Export the leads or send the lead lists by email.
SCAN MODES
| Mode | Purpose |
|---|---|
| Lead scan | Scan the badge, review the visitor and save or qualify the lead |
| Quick scan | Capture badges one after another without a form; qualification follows later |
| Location scan | Each scan checks the attendee into the session currently running in the selected room and adds them as a lead for that session’s speaker. |
DO YOU HAVE QUESTIONS?
Our Customer Service Team is available to assist you with any questions.