Swapcard’s Lead Capture feature is advancing further. In addition to the Score and Notes, exhibitor members can now better qualify their leads using a personalized survey.

Exhibitors can create a list of Lead qualification fields directly from the Exhibitor Center, with one survey per event. All members will have the same fields, ensuring a unified approach. After scanning attendees' badges during onsite events or connecting with people via the Event App, exhibitor members can seamlessly qualify their leads using the pre-created survey.

We made filling out the survey optional to provide more flexibility to exhibitors.

As always, organizers are in control of the feature. They can enable/disable lead qualification at an exhibitor and group level, providing an additional opportunity for monetization. For instance, it can be sold as part of a premium exhibitor package.

Lead Qualification will be 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.

There is no limit to the number of questions exhibitors can create, but in the first version, we will support only three types of answers:

• Single choice
• Multiple choice
• Short Text

How does it work?

1. Studio Settings

Organizers can enable/disable lead qualification at an exhibitor and group level.

The ‘Lead Qualification’ permission works the same way as other exhibitor permissions. For example, a permission at the exhibitor level has higher priority than a permission at the group level. If an organizer removes the permission, the exhibitor cannot use the form anymore, but the responses are still displayed in the reports.

2. Exhibitor Centre Setting

Exhibitor Center → Leads → Qualification. It includes existing default qualification fields (Score, Tags, and Note fields), which cannot be deleted. 

3. Reporting

Lead qualification with answers appear in the Leads report available for exhibitors in the tabs 'Contacts' and 'Contacts (incl. duplicates)'. If an organizer removes the permission, the exhibitor cannot use the form anymore, but the responses will still be displayed in the Leads report.

4. 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.

NB: Lead qualification feature is a paid add-on that's not included in any Plan licenses. Please contact your Account Manager to benefit from it.

NB2: Tags features will be deprecated once Lead Qualification will be released.