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.
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.
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.
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).
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.
- 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.
- 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 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.