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How to use the Leads App

The Zerista Leads portal is a tool that Exhibitors can use to scan Attendee-badges and retrieve their hidden contact information from the Zerista database. The app works with any Zerista event app/website that has Leads enabled. Additional fees may apply.

The Leads portal can be accessed through your conference app.  If leads is enabled for that company (when the contact logs in) they will be directed into the leads portal to manage their company account.

There are usually at least 4 items on the menu navigation bar at the bottom of the screen: Leads, Scanner, Messages, and Settings.

Scanner is a simple QR Code scanner that uses your camera to capture attendee badges, automatically storing their data in the Leads tab. Simply tap the Scanner menu, enable the camera, and aim at a QR Code badge. Once you have added a new Lead, you can take notes against her/him, send her/him a message, and more.

Messages stores all correspondence between your company's contacts and leads. 

In addition to the Leads App's in-app messaging functionality, you can also send emails directly by tapping the email link on a lead's profile. This will open your preferred email app.

 

Switching to your personal profile or another company profile

From the leads portal you have the ability to switch over to your personal profile.  

  • Navigate to the more menu
  • tap switch 
  • switch to the account you would like to access

leads_switcher.png

 

Exporting Leads

You can export your company's leads as a CSV file from the event website or the Zerista Leads app. 

The CSV will provide all of your leads' contact information, and is a convenient medium to transfer data into your company's records. One of the columns, titled "Source," details how they were added to your list:

add = attendee favorited (+) the company in the app or site.
add (Qrcode) = Attendee scanned company QR Code (from a game most likely).
add lead (Qrcode) = company scanned attendee QR Code.

 

To export from the event website:

  • Login to the exhibitor portal
  • Click the Leads tab.


 

  •  Then click "Export Leads."

 

In a few minutes, you will receive an email with an attached CSV file. It will include contact information, notes, and much more.

 

To export from the Zerista Leads app for iPhone:

 Tap the "share" icon at the top of the Leads page. That's all!

 

 

...for Android:

Same thing, different symbol. Tap the "share" icon at the top of the Leads page.

 

If you need more assistance, check out the attached Leads App User Guide or reach out to your Zerista Project Manager.

 

 

 

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