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How to use the Leads App

The Zerista Leads app 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.

Exhibitors will usually receive a link to download the Leads app in their account-activation email, but you can always download the app from Google Play or the App Store.

Once you install Leads, open the app and login with your Zerista account user credentials. You should then arrive at your list of available Conferences.

 

After selecting your conference, you will arrive at the Leads tab, where all of your new contacts will be stored.  

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.

 

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:

  • Log in and select your company profile.
    • You can switch to your company's profile, and back again, via the drop-down menu in the upper right (see image below).

       

  • Next, 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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