Exhibitor Lead Capture & Scanning

Lead capture lets exhibitors scan attendee badges at their booth to collect contact information. Exhibitors can then view, prioritize, and export their leads — turning event interactions into sales pipeline.

How Lead Capture Works

1. An attendee visits an exhibitor’s booth.
2. The exhibitor’s team member scans the attendee’s badge QR code using the EventHex mobile app.
3. The attendee’s registration data (name, email, phone, company, designation) is captured as a lead.
4. The lead appears in the exhibitor’s Lead Management section of their portal.
5. After the event, the exhibitor exports leads to their CRM.

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Enable Lead Capture

Lead capture must be enabled at two levels:

1. Per Package

1. Go to Exhibitor → Exhibitor Packages.
2. Edit the package.
3. Toggle Enable Lead Capture to On.
4. Click Save.

2. Per Event (Portal Module)

1. Go to Exhibitor → Exhibitor Settings.
2. Toggle Lead Capture (enableLeads) to On.
3. Click Save.

Both must be enabled for exhibitors to capture leads.

Note

You can use lead capture as a premium feature — enable it only on higher-tier packages (Platinum, Gold) and disable it on budget packages. This creates a clear upsell reason.

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Scanning Attendee Badges

Exhibitor booth staff scan badges using the EventHex mobile app:

1. Download the EventHex app (iOS or Android).
2. Log in with the team member’s credentials.
3. Open the Lead Scanner feature.
4. Point the camera at an attendee’s badge QR code.
5. The scan confirms with the attendee’s name and details.
6. The lead is saved automatically.

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Viewing Captured Leads

As an Organizer

1. Go to Exhibitor → Exhibitor Management.
2. Click the Lead Management action on an exhibitor row.
3. View all leads captured by that exhibitor.

As an Exhibitor (Portal)

1. Log in to the Exhibitor Portal.
2. Click Lead Management.
3. View all captured leads in a table.

Lead Information

Each lead shows:

Field	Source
Name	From the attendee’s registration
Email	From the attendee’s registration
Phone	From the attendee’s registration
Company	From the attendee’s registration
Designation	From the attendee’s registration
Nationality	From the attendee’s registration
Priority	Set by the exhibitor (High / Medium / Low)
Captured By	Which booth team member scanned the badge

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Prioritize Leads

Exhibitors can tag each lead with a priority level:

Priority	Color	Use For
High	Red	Hot prospects — follow up immediately
Medium	Yellow	Interested — follow up within a week
Low	Green	Casual interest — add to newsletter

This helps exhibitors focus their post-event follow-up on the most promising contacts first.

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Export Leads

Exhibitors can export their leads to CSV for import into their CRM:

1. Go to Lead Management in the portal.
2. Click Export.
3. Download the CSV file with all lead data.
4. Import into Salesforce, HubSpot, or any CRM.

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Control What Data Exhibitors See

As an organizer, you control which attendee fields are visible to exhibitors:

1. Go to Exhibitor → Exhibitor Settings.
2. Under Lead Data Visibility, configure which registration fields exhibitors can see.
3. For example, show name and email but hide phone number or custom fields.

Caution

Consider privacy regulations (GDPR, etc.) when deciding which attendee data to share with exhibitors. At minimum, notify attendees in your privacy policy that their registration data may be shared with exhibitors when their badge is scanned.

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Lead Capture Best Practices

• Brief booth staff — make sure every team member knows how to use the scanner app before the event.
• Scan every visitor — encourage booth staff to scan every badge, not just “interested” visitors. You can prioritize later.
• Add notes immediately — tag leads with priority while the conversation is fresh.
• Export daily — don’t wait until after the event. Export leads each evening so sales can start following up.