Admin Setup and Lead Scanning Guide

Overview

This guide provides step-by-step instructions for Sponsor Admins once they are invited in the CMS to LeadsIQ. The Sponsor Admin can manage users, create question sets, and view leads from the event.

Step 1: Logging into LeadsIQ

  • Open the welcome email.
  • Click the provided login link.
  • Enter the temporary password and update credentials.
  • Access the LeadsIQ dashboard.
LeadsIQ login screenLeadsIQ dashboard after logging in

Step 2: Creating Question Sets

  • Navigate to Questions.
  • Click on New Question Set.
  • Name the set (e.g., "Booth Survey").
  • Add your questions. The supported formats are:
    • 5 Star – "How ready is this lead? (1-5 Star Rating)"
    • Net Promoter Score – "How hot is this lead?" (Scale: 1-10)
    • Yes / No – "Are they buying soon?" (Yes/No)
    • Open Text – "Please write any important notes."
    • Multiple Choice – "What products do they use?" (Multiple Choice: Tanium, Coordinate, Okta, etc.)
  • Click Save Changes.
Creating a new question set in LeadsIQ

Important: only the Admin can add questions. Users can access them.

Step 3: Managing Users

  • In LeadsIQ, go to Manage Users. A single Admin can manage leads for multiple events, but not for multiple sponsors.
  • Click Add User to add users to log into the app.
  • Enter the user's email and invite.
  • The user receives an email invitation to access the LeadsIQ scanning app.
Adding a user in LeadsIQ

Step 4: Scanning Leads

  • Download the LeadsIQ app.
  • Open the LeadsIQ mobile app.
  • Log in using the assigned credentials.
  • Select the event (e.g., Dreamcon).
Selecting an event in the LeadsIQ app

Open the scanner and scan an attendee's badge:

  • Speed Scan Mode: use this option to rapidly scan attendees without asking questions. In Speed Scan Mode, the lead is saved immediately.
Speed Scan Mode in the LeadsIQ app
  • Question Set Mode: select a question set and scan to see the questions pop up for easy interviews with attendees. In Question Set Mode, answer the prompted questions before saving.
Question Set Mode in the LeadsIQ app
  • Pending Leads: you can save leads as a draft and then return to complete all the questions and save as a completed lead.
A pending lead saved as a draft
  • Completed Leads: completed leads are already on the server, ready to download by the Sponsor Admin.
A completed lead ready for export

Step 5: Viewing and Exporting Leads

Option 1 – Download a CSV file

  • In the LeadsIQ web app, navigate to Leads.
  • Click Export to download a CSV file with lead data.
  • The file will be emailed to you shortly.
Exporting leads as a CSV file

Option 2 – View in the app

  • Click the pink "See Responses" box. A pop-up will appear, providing quick access to responses.
Viewing lead responses in a pop-up

Summary

  • Admins must be assigned a unique email.
  • Users can be added by the Sponsor Admin.
  • Question Sets can be managed or edited by admins only and must be created before scanning.
  • Scanning Modes include Speed Scan and Question Set Mode.
  • Leads can be saved, reviewed, and exported from the platform.

By following these steps, sponsors can effectively manage and track leads at their event booths.