The Lead Retrieval by Socio app empowers your on-site exhibitors to capture leads like never before in a simple, intuitive, collaborative app. Getting up and running with Lead Retrieval is easy! Simply follow the steps below to learn how to activate Lead Retrieval and start inviting exhibitors.
Not sure what Lead Retrieval is? Check out our Introduction to Lead Retrieval article for an overview.
Before you begin...
Lead Retrieval leverages the data from your Socio Event App, so make sure you've created and published your event. If you're not using the Lead Retrieval Purchase Form, it's simplest to add Sponsor and Exhibitor profiles to the event first and then invite exhibitors to Lead Retrieval.
Activate Lead Retrieval
From any page in the Socio Platform, click the Lead Retrieval button in the header, then click Activate Lead Retrieval. In the modal that appears, select the event that Lead Retrieval should pull attendee data from, then click Next.
Finally, choose a team and click Activate to finish this step.
⭐️ Keep in mind, you can activate Lead Retrieval without purchasing any licenses. If you use Lead Retrieval Purchase Forms, your exhibitors purchase licenses directly through a form you provide them at a price you choose. If you prefer to pre-purchase licenses instead, you can't invite exhibitors until you purchase those licenses. To pre-purchase Lead Retrieval licenses, reach out to us via Live Chat, or email email@example.com.
Now, you're ready to start adding and inviting your exhibitors!
As we mentioned earlier, there are two ways to add exhibitors to Lead Retrieval — through the Lead Retrieval Purchase Form, or by inviting them manually. This article shows how to add and invite exhibitors manually. For information on how to set up and use the Lead Retrieval Purchase Form, check out our Lead Retrieval Exhibitor Purchase Forms article.
⭐️ Keep in mind, before inviting Lead Retrieval Admins, you must first add a corresponding Sponsor or Exhibitor profile to your Socio Event.
From any page in the Socio Platform, click the Lead Retrieval tab.
On the Lead Retrieval page, locate and click on the event you'd like to invite exhibitors to. On the event page, click Invite Exhibitor.
In the modal that appears, select one of the sponsors or exhibitors from your Event. Next, enter the new Admin's first name, last name, and email address.
⭐ Keep in mind, the Remaining Licenses field shows how many more invitations you can send. If you decide you need more licenses, click the Add More link to chat with a member of our Support team or email firstname.lastname@example.org.
If you want to invite another Admin or add Booth Staff for the same exhibitor, click the Add More Booth Staff button. Fill in the fields for the new invitee, and choose whether they're a Staff member or an Admin. Add as many Admins and Staff as you choose. Click Send Invitation when you're done.
⭐️ Keep in mind, Admins can invite other Admins and Staff, so you don't have to add everyone yourself. You can also add more Admins and Staff later by clicking on the exhibitor in the list.
Once you click Send Invitation, exhibitors and staff receive a Lead Retrieval invitation email and use it to log into the Lead Retrieval app. The email contains much of the same information as our Getting Started with Lead Retrieval article for exhibitors, including instructions for downloading the Lead Retrieval App and creating an account, finding your Community/Event, inviting additional Booth Staff, and using the Lead Retrieval App.
Manage invited and active exhibitors
After inviting at least one Booth Admin for an exhibitor, the Exhibitor status changes to Invited. This means they've received the email but haven't downloaded the app or set up their account for the event. Once an Admin logs into Lead Retrieval, the status switches to Active.
⭐️ Keep in mind, exhibitors added via the Purchase Form always appear as Active.
To resend or delete the invite, click the Settings (⚙️) icon next to an exhibitor whose status is Invited. Only active exhibitors have the option to Export.
Click on an exhibitor's name to view all the Admins and Booth Staff for that exhibitor, invite more Admins with the Invite link, and see Metrics.
Once an exhibitor is Active, the Admin is in control!
After exhibitors start collecting leads, click on the Metrics tab to see overall Metrics for all exhibitors or drill down to one in particular.
Use the drop-down on the top left side to select a specific exhibitor, and use the drop-down on the top right side to filter by time. Click the Share Metrics link and copy the URL to share the Lead Retrieval Metrics with others, too.
The top-level metrics show Total Scans, number of New Leads, Average Lead Quality, and number of Active exhibitors. Below these, there's a graph that shows Leads Retrieved by Hour, Day, Week, and Month.
At the bottom, the Lead Quality, Lead Status, and Top Exhibitors charts show where each exhibitor is ranked by Total Scans and New Leads.
Export scan data
Click Export Scan Data to download a report showing every scan your exhibitors captured. The export takes a few seconds, and you'll see a confirmation message in the upper right corner of the screen when it's done.
Click the Click here to download link in the notification to download the spreadsheet file. Missed the notification? Simply click the bell icon in the top right corner of the screen to see it. The file contains the following information for each lead captured:
Scanned by Exhibitor Name
Exhibitor User Id
Scanned by User First Name
Scanned by User Last Name
Scanned by Title
Now that you know all about setting up Lead Retrieval for your event, why not check out the documentation we offer exhibitors over on our Lead Retrieval knowledge base?
Questions? Chat Us or Email email@example.com