Leads Manager

Leads are a critical key performance indicator (KPI) for tracking engagement and identifying potential opportunities for your event participants. Using the Leads Manager, you can easily customize and export lead data from Scans, activate filters by group category, and assign roles. This flexibility allows you to tailor the information to your specific needs, whether you're targeting particular attendee types or focusing on specific engagement metrics.

How to Set Up

1. To activate the Scan feature, your event should opt-in for Native App and have Jublia Account Pro.

2. Go to Manage > Leads Manager

3. Under Scan Activation, select the groups that can use the Scan feature. All groups with Jublia Account Pro will be available for selection from the dropdown list.

4. All selected groups will be shown in this section.

5. Select the export fields from the Data Export Matrix, which typically includes contact information (email and phone number). You may select additional attributes for your exhibitors to export.

6. Scan contact details will be included in the report whereas Meeting contact details will be available only after the event to prevent misuse.

How to Enable Leads Export for Exhibitors

There are 2 roles available for the Scan feature:

1. Staff: Scan, view Scan analytics and export company-wide leads (scans and meetings) without contact information.

2. Admin: Scan, view Scan analytics, and export company-wide leads (scans and meetings) with contact information.

To enable/disable the Admin role: 

1. Go to Tools > CRM, navigate to the Company tab

2. Search the company name > select the company you want to edit

3. Go to the People tab > toggle the Admin/Staff button

4. Admin role will be able to see an “Analytics|Export” button inside the Native App for them to download their leads

5. You can view the number of times each attendee from a specific company has been scanned. 

6. When you click on a person's profile button in the Leads tab, you will be directly taken to the relevant section, such as "Scans Made".

7. When exporting leads through Sense, the PII on meeting leads report will always be displayed for Admins., regardless of the event phase. 

How to Define Which Data to be Shared and Collected During Scans

You may select all the information provided on the report for exhibitors.

1. On Data Export Matrix, there will be 2 sections available to select the data to be shown a) Contact data and b) Additional attributes data

2. Contact data will consist of “Email” and “Phone Number”

3. Additional attribute data will include all additional registration information under the user profile. You can tick/untick to select the information that will be provided in the report

4. Click Save

How to Download Leads

1. Go to Tools > CRM, navigate to the Company tab

2. Search the company name > select the company you would like to get the report from

3. Navigate to the Analytics tab

4. Go to Scan tab > click Download Scan Data

5. The report will be sent to your email

If you want to read related information, here are some suggested reads: 

• Top Metrics to Maximize Event Sponsorship ROI

• Jublia Scan Troubleshooting Guide