The Leads feature in Cadence allows your team to capture valuable attendee information at events. Proper training ensures your staff can efficiently scan badges, categorize leads, and collect relevant information. This guide outlines how to prepare your team for successful lead capture at events, ensuring consistent data collection and maximizing follow-up opportunities.
When to use
When preparing your team for conferences or trade shows
When implementing lead scanning for the first time
When introducing new team members to your lead capture process
When updating your lead qualification criteria or categories
You must have Admin or Event Manager permissions to configure lead scanning settings and train your team.
How to do it
Create a lead capture training plan at least two weeks before your event.
Schedule a training session with all staff who will be scanning leads.
Prepare training materials including:
Screenshots of the Cadence mobile app
Sample badges for practice scanning
List of lead categories and their definitions
Qualification criteria for high-priority leads
Demonstrate the badge scanning process using the Cadence mobile app.
Use real badges or create test badges with QR codes for hands-on practice during training.
Explain your lead categorization system and why each category matters.
Review the custom fields and survey questions configured for your event.
Establish clear guidelines for adding notes to lead records.
Consistent note-taking formats make post-event follow-up more efficient.
Practice the complete lead capture workflow with each team member.
Create role-play scenarios for different types of booth visitors.
Discuss common challenges and how to handle them:
Poor lighting affecting badge scanning
Attendees without badges
Technical issues with the app
Set daily lead capture goals for individual team members and the overall team.
Explain the customer matching process if enabled for your event.
If Customer Matching is enabled with an Ensemble form selected, confirming a match will automatically create an engagement record.
Distribute a one-page quick reference guide for use during the event.
Assign a lead capture champion who can answer questions during the event.
Schedule daily huddles during the event to review progress and address issues.
Troubleshooting
If team members are struggling with lead capture:
Verify they have the latest version of the Cadence mobile app installed
Ensure they're using the in-app scanner, not their phone's native camera
Check that they have proper permissions assigned in the system
Confirm they're connected to reliable internet or have offline mode enabled