Build a custom form

The lead capture function allows your team to scan leads, which will then be synced to the Exhibitor Portal for easy download and management. If your package includes lead capture, the team members you have added to the portal in the ‘Team’ area can access the lead capture functionality by installing the event app on their smartphones and logging in using the email they used to register for the show.

Custom forms are a unique set of questions defined by you and tailored to your needs, helping your team gather valuable data and insights when scanning leads. This can help with lead qualification and post-event follow-up efforts. If your package includes custom forms, follow the steps below to build your form:

1. Log in to your account
2. Access the Custom questions: Navigate to the ‘Lead Management’ tab in the left sidebar, then click ‘Custom questions’.
3. Add a question: You can use various question types to capture different types of data, including text, numbers, multiple choice, and more. Click on the type of data field you want to include and complete the fields that appear on the right-hand side. You can use the ‘Required’ toggle if you want to make a question mandatory. Once you’ve completed this step, click the ‘Add’ button. Your question will now appear in the list of questions on the left-hand side.
4. Add more questions : Repeat Step 3 to add more questions.
5. Reorder your questions: On the list of questions, simply click and drag each question into your desired order.
6. Publish your form: When you’ve finished building your form, click ‘Publish’ at the bottom of your questionnaire. It will be available for all of your team members to use immediately.