The Lead Retrieval by Webex Events app empowers your on-site exhibitors to capture leads like never before in a simple, intuitive, collaborative app. Getting started 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 can activate Lead Retrieval and start welcoming exhibitors, there are a couple steps you need to take in your Event App or Community. Click each item to explore our articles on each topic. 🔍

When you've completed each of these steps, you're ready to activate Lead Retrieval!

In your Event’s navigation bar, click Lead Retrieval, then click Get Started. This activates Lead Retrieval for your event and takes you to the Exhibitors page.

There are a couple of options for giving exhibitors access to use Lead Retrieval for your event. Let's examine each one. 🔍

There are two ways to invite exhibitors to use Webex Events Lead Retrieval at your event. You can use one or both of these options, depending on your situation.

This option lets exhibitors buy their own licenses at your chosen price. This is great when you're not sure how many exhibitors to expect or when you're using Lead Retrieval as an additional revenue source. Learn all about setting up and using this option in our Exhibitor Purchase Forms article.

This option is best for when you're letting exhibitors use Lead Retrieval for free or when you need to add exhibitors to multiple different Exhibitor/Sponsor features in your Event App. The article you're reading right now shows you how to invite exhibitors individually, so keep going to learn more. 👍

To pre-purchase licenses, reach out to your Webex Events contact, talk to our support team via live chat, or email support@socio.events.

On the Lead Retrieval Exhibitors page, click Invite Exhibitor.

In the modal that appears, check the 'Remaining Licenses' count at the top. Each exhibitor you invite to use Lead Retrieval in your event requires one license. If the 'Remaining Licenses' count is zero, click Add Licenses and select the number of licenses you want to assign to your event. Click Activate when you're done.

If you need to purchase more licenses, click the 'Live chat us now' link to chat with a member of our support team, or email support@socio.events.

Now, select one of the sponsor or exhibitor profiles you added to your Event App. Next, enter the first name, last name, and email address of the person who should be the exhibitor's booth admin. Admins can invite other admins and staff, so you don't have to add everyone yourself. 👍

Click Add More Booth Staff and fill in the fields to add more booth staff or admins for the exhibitor. Click Send Invitation when you're done adding as many staff as you like. Repeat this process for each exhibitor.

⭐️ Keep in mind, you can also add more admins and staff later by clicking on an exhibitor.

After clicking 'Send Invitation', invitees receive an invitation email. 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, creating an account, joining an event/community, inviting additional users, and scanning leads.

After inviting at least one Booth Admin for an exhibitor, the Exhibitor status changes to Invited. This means the invite email was sent, and staff haven't downloaded the app or set up their account for the event. Once an admin logs in to Lead Retrieval, the status switches to Active.

⭐️ Keep in mind, exhibitors added via the Purchase Form always appear as Active.

To resend or delete an invite, click the Settings (⚙️) icon next to an exhibitor whose status is 'Invited'.

Click on an exhibitor's name to view all the admins and staff for that exhibitor, invite more staff, and see metrics.

Once an exhibitor is 'Active', the booth admins are in control and their team can use Lead Retrieval!

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.

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:

Now that you know all about setting up Lead Retrieval for your event, check out the documentation we offer exhibitors in our Lead Retrieval knowledge base.