Lead Retrieval – Ability to create a one-way connection when scanning badges
We are introducing another option within Studio for lead retrieval when scanning badges onsite. Currently, if an event organizer enables lead retrieval rights for an individual exhibitor or a select group within Studio, badge scanning will be available on both iOS and Android devices through the Swapcard Mobile App. When an exhibitor with these rights scans an event attendee onsite, a two-way permanent connection is created immediately with contact details shared between the two.
With this new upcoming enhancement, organizers will be able to decide, at group and exhibitor level, whether badge scanning at a physical event creates a traditional two-way permanent connection between the two users, or if a brand new one-way connection is created instead. A connection is considered one-way when the contact information of the individual who’s badge was scanned is shared with the person who initiated the scan. Only the individual who’s badge was scanned will appear in the scan initiator’s contact list.
This new enhancement will allow organizers to have full control of how information is shared when scanning badges during onsite events.
How will it work?
When the one-way connection option is selected, a contact will be created only for the individual who scanned the badge, by duplicating information of the person scanned including their first and last name, email, and phone number on display in the event profile at the time of the scan.
This logic is similar to business card scanning, in that the individual who’s badge is scanned will not receive a notification and will not have the contact details of who scanned their badge. If the scanned individual’s profile is updated (either by them in their event profile or by the organizer) after their badge was scanned, these changes will not appear for the individual who scanned them prior to the changes.
How to enable one-way connection in Studio?
An option will be added in two places in the Studio to allow event organizers to decide, at group and exhibitor level, whether the badge scan will create a traditional two-way user connection, or the new one-way contact record.
The new option can be found here:
- Event Builder → Groups & Permissions → Group setting → General → Lead retrieval
- Content → Exhibitors → Edit individual exhibitor → Lead retrieval
By default, once “Onsite badge reader” is enabled, when a badge is scanned at an event, the contact details of both the person scanning and the person who’s badge was scanned, will be shared with details available to both.
In order to restrict contact sharing and have a one-way connection with the contact details of the scanned person only available to the scan initiator, the organizer will need to select this option: “Scan Initiator”.
Please note that this setting can only be selected by the event organizer.
Additionally, organizers will now have the ability to access related Help Center articles directly from the “Learn more” buttons presented under Setting up lead retrieval and Virtual booth visits. This will allow for quick and easy access to additional information related to these functionalities.