How to optimize lead collection for different event types
How to optimize lead collection for different event types
How to optimize lead collection for different event types
The Leads feature in Cadence allows you to customize your lead collection strategy based on the specific type of event you're hosting. Whether you're managing a large trade show, an intimate networking event, or a virtual conference, you can configure the Leads Menu to capture the most relevant information for each scenario, improving both data quality and follow-up effectiveness.
When to use
When planning lead collection for different types of events (trade shows, conferences, webinars)
When you need to capture different information based on event context
When optimizing your lead qualification process for specific audiences
When preparing teams for different lead collection scenarios
You must have Admin or Event Manager permissions to configure lead collection settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on "Settings" from the Leads submenu.
Identify your event type and objectives before configuring settings.
Consider what information is most valuable for this specific event before setting up your lead categories.
Configure lead categories based on your event type:
For trade shows: Focus on product interest and purchase timeline
For educational conferences: Emphasize topic interests and expertise level
For networking events: Prioritize relationship potential and follow-up timing
Adjust the required fields based on data importance for your event type.
Making too many fields required can slow down the scanning process at high-volume events.
Enable customer matching if you expect to meet existing customers.
Customer matching works best when your existing customer database is up-to-date.
Select an appropriate Ensemble form if you want to automatically create engagements.
Choose the display type (list or pills) based on your team's scanning environment.
Use pills for faster selection at busy events where speed is essential.
Create event-specific surveys that align with your event goals.
Enable file attachments if your team needs to collect additional materials.
Train your team on the specific lead collection process for this event type.
Test your configuration with sample scans before the event begins.
Save your settings and verify they appear correctly in the mobile app.
Troubleshooting
If your lead collection strategy isn't working effectively during the event:
Simplify your lead categories to speed up the scanning process
Reduce required fields if they're creating bottlenecks
Switch to manual lead entry if badge scanning is unreliable
Adjust your matching criteria if you're getting too many false positives
Related links
How to set up Lead scanning for your event
How to configure lead categories and product lists
How to match leads with existing customer profiles