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.

Congratulations! You are now in LeadsIQ 🚀

Step 2: Creating Question Sets

• Navigate to Questions.
• Click on New Question Set.
• Name the set (e.g., "Booth Survey").
• Add your questions. The format for the questions 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.

Important Notes: 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.

Step 4: Scanning Leads

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

Open the scanner and scan an attendee's badge:

• • Speed Scan Mode: Use this option to rapidly scan attendees, without asking questions. If in Speed Scan Mode, the lead is saved immediately.

• • Question Set Mode: Select a question set and scan to see the questions pop up for easy interviews with attendees. If in Question Set Mode, answer the prompted questions before saving.

• • Pending Leads: You can save leads as a draft and then return to complete all the questions and save as a completed lead.

• • Completed Leads: Completed leads are already on the server, ready to download by the Sponsor Admin.

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.

Option 2 - View in the app

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

Summary

• Admins must be assigned a unique email.
• Users can be added by the sponsor admin.
• Question Sets can be managed/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.