Lead Retrieval – Scanning badges and business cards

In this article, you will learn how to collect and process leads quickly at any Event, scan badges, and business cards, and add tags and notes to best define and subdivide leads. With that, you will never miss a sales opportunity due to lost information!

The badge reader included in the mobile apps is a great way to speed up the data collection process. If the Event Organizer gives you Lead Retrieval rights, the badge scanning will be available on both iOS and Android devices, through the Swapcard Mobile App.

How to: Scan a QR code

1. Download our Mobile App.
2. Click the Scan icon on the lower right corner of the event home screen.
3. In the first tab, you will have the option to scan QR codes.
4. As soon as you scan the QR Code on an Attendee's badge or app, their contact details will be shared with you and the person will be added to your contacts.
5. You can score that lead and add notes to remember important information related to that Attendee.

How to: Scan a Business Card

1. Download our Mobile App.
2. Click the Scan icon on the lower right corner of the event home screen.
3. In the second tab, Card, you will have the option to scan business cards.
4. The app will take a picture of the business card that will be saved as a contact, and you will be prompted to a prefilled contact form. You will have the opportunity to check the contact information collected and add relevant information, such as the lead score or notes to remember details of that first interaction with the attendee.
5. If the user is not part of the list of Attendees, the app will create a contact profile (only visible to the person/booth who scanned the card) based on the information on the business card.

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Other considerations

• Sometimes, wifi will not be the best in the exhibition hall. If load time seems to take too long, as Lead Retrieval works offline, it is recommended to use lead scanning off the internet. When you deactivate the wifi or 4G/5G. At the end of the day, the saved QR codes will automatically sync once you are back online, but sometimes it's not automatic. If this happens to you, you will have to go to the icon located at the left-bottom of My Profile > My Contacts and you'll have an icon at the top with a crossed wifi and a number. Click the icon and it will force the sync. All the leads will then appear in the Exhibitor Centre.
  
• Your contact details will also be shared with your lead.
• As a member of an Exhibitor Booth, all your leads will be shared with your colleagues through the Exhibitor Center.