Lead Qualification is a feature designed for Exhibitors. It consists of a custom set of questions created to qualify your contacts.
All members of your team will have the same qualification form ensuring the unified approach. After scanning attendees badges during onsite events, or even when e-connecting with people via the Event App, exhibitor members have the option to seamlessly qualify their leads using a pre-created survey.
Lead Qualification allows your exhibitor team to gather valuable insights about contacts by using a customized set of questions. This consistent form helps ensure that your team applies a unified approach to lead qualification, enhancing your follow-up strategies and overall event ROI.
Key benefits:
Consistency: All team members use the same qualification form, ensuring uniform data collection.
Efficiency: Easily qualify leads after badge scans or direct connections via the event app.
Customization: Tailor the qualification questions to fit your specific needs, allowing for targeted data collection.
🚫 Feature Access Restrictions
Access to the Lead Qualification feature is at the discretion of the event organizer. If you wish to create a custom qualification form, please reach out to the organizer for permission.
If you got access to the Lead Qualification feature, you'll be able to create one form per event. Each form will be automatically shared with all exhibitor members.
Lead Qualification is also supported on all platforms:
Mobile apps: when a lead is scanned onsite and when a connection request is sent by a team member & accepted.
Web app: when a connection request is sent by a team member & accepted.
If you don't have the Lead Qualification feature for exhibitor, you can still qualify your contacts using default qualification fields: Score, Tags and Note, which are available for all. Learn more about How to qualify a contact.
How to create your Lead Qualification form
Access the Exhibitor Center
Go to Leads in the left menu, then Lead qualification
Click on Customize lead qualification
4. Click on Create a qualification field to start adding fields to your qualification form.
5. From the right side panel, drag Single choice, Multiple choices or Long text in your form according to the type of field you want to create.
6. Once added to your form, click edit icon to rename the field and related option values (if single and multiple choices). You can also reorder your fields and delete them by clicking on the proper icon.
N.B. Score Tags and Note are default qualifiers and can not be deleted.
How to qualify a contact using your Lead Qualification form
Once you connect with an attendee, following an accepted connection or meeting request, or after scanning their badge, you can qualify your contact.
Open the Web or Mobile app and navigate to the contact page.
Locate the Lead Qualification section and click Qualify.
3. The qualification form that you've created will open. All your team members will see the same form for the event, and will be able to complete it for each of their contact they have made in the event.
If one of your team member has already qualified a contact, you will be able to see it and the details of their qualification. Even if a contact has already a qualification made by your colleague, you're still able to add your own qualification as well.
All the qualification answers made by your team will be available in the global export of your team's contacts.
What does it look like on the Event app?
The Lead Qualification form is displayed on Mobile & Web:
Mobile apps: when a lead is scanned onsite or when a connection request is sent by a team member & accepted. Lead qualification should support the offline mode as well.
Web version: when a connection request is sent by a team member & accepted.
If the same person has been qualified by several exhibitor members from the same exhibitor, each exhibitor member should be able to read the qualification from any exhibitor member. Also, if someone is part of multiple exhibitors, they will have the option to choose for which exhibitor they would like to qualify the lead as a first step.
Using the Lead Qualification feature streamlines your lead management process, ensuring that every team member collects valuable and consistent data. This unified approach improves follow-up effectiveness and maximizes your event ROI. By creating customized qualification forms, you can tailor your data collection to your specific business needs, enhancing your strategy for post-event engagement.
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