Assigning Account Managers in ScanMyLead

This article explains how to define account managers and assign guests and exhibitors to them manually or automatically.

WHAT DOES AN ACCOUNT MANAGER DO?

An account manager is responsible for specific guests and exhibitors at your event. In the app, they can see their own scans as well as the leads within their assignments. In the lead form, the responsible account manager is automatically taken from the guest record.

REQUIREMENTS

Before you start, you need:

• an event with ScanMyLead enabled
• the Account Manager role enabled under ScanMyLead > PWA roles

ADDING ACCOUNT MANAGERS

1. Open your event and select ScanMyLead > Account Managers.
2. Click Add account manager.
3. Search for the desired people in your guest list and select them. Click Select page to select all guests on the current page.
4. Click Assign role.

AUTOMATICALLY ASSIGNING GUESTS AND EXHIBITORS

Under Automatic assignments, you can set up rules instead of assigning each guest individually.

• Assign guests to an account manager: The rule reads a field from the guest record.
• Assign exhibitors to an account manager: The rule reads a field from the linked shop account.

A rule either assigns guests to a specific account manager or matches the account manager's email address with the field value. If there is no match or no unique match, no one is assigned. You can preview guest rules and apply them to existing guests. Manual assignments and removals are retained.

GUESTS WITHOUT AN ACCOUNT MANAGER

Under ScanMyLead > Settings > Guest assignment, you can specify who receives guests without an account manager.

1. Click Select backup admin and select a guest. 
   When you save, this guest also receives the Administrator role in the app.
2. Enable Automatically assign new guests so that guests added later are assigned to the backup admin automatically without any action on your part.
3. For guests who were imported previously, click Assign unassigned guests now. Clicking this again is safe.
4. Click Save.

REMOVING ACCOUNT MANAGERS

Remove an account manager on the Account Managers page. If necessary, transfer their leads and assigned guests to another person there.