Leads - Create Leads

Leads - Create Leads

Background: How Lead Scanning Works at Events

At conferences and congresses, event organizers typically partner with a badge scanning company (such as Experient, Expo Logic, Cvent OnSite, Convention Data Services, and others) to manage attendee registration and badge data. These companies provide exhibitors and sponsors with a lead retrieval kit - a licensed tool that allows booth staff to scan attendee badges and capture contact information directly from the event's attendee database.
Lead kits are event-specific and must be purchased or obtained from the event organizer before the congress begins. Once set up, they allow your team to scan badges on-site and have contact details returned in real time.


What Is "Create Leads"?

Create Leads is Cadence's own built-in equivalent of a lead kit. Enabling this setting in the Admin panel activates Cadence's native lead scanning capability for the event - giving your team the same on-site scanning experience they would have with a third-party kit, but fully within the Cadence ecosystem.
It is found in Leads > Leads Configuration > Create Leads (Non-Public Beta) in the Admin panel.
Please note that this setting is Non-Public Beta. Regular admins will not see it.


The Key Difference: Your Own Leads List

The defining capability that Create Leads adds - beyond what a standard third-party kit provides - is the ability for admins to build and manage their own leads list directly in Admin, and assign unique QR codes to those leads.
Here is how it works:
    Import a leads list - In the Leads List tab in Admin, administrators can upload an Excel file containing lead records (First Name, Last Name, Email, Company, Title at minimum). This creates a pre-loaded list of leads within the system before the event even begins.
    Generate QR codes - Once the leads list is in place, admins can select leads and export a QR Code Zip file. Each lead receives a unique QR code, named in the format QR_[email].png, which can be printed and distributed ahead of or during the event.
    Scan those QR codes on-site - During the event, team members use the Cadence mobile app to scan these custom QR codes, just as they would scan a third-party badge. The scan pulls up the lead's record and allows the team member to enrich it with notes, categories, and other configured fields.


Mobile and Web

For the on-site scanning experience on mobile and the lead management view on web, the behavior is the same as when using a third-party kit - team members scan badges, lead records are returned, and data is enriched and visible in real time across the team.


Summary

The Create Leads setting activates Cadence's native lead scanning capability. Beyond the standard kit experience on mobile and web, its key addition is giving admins the ability to create their own leads list in Admin, assign unique QR codes to each lead, and use those codes for scanning on-site - without depending on a third-party provider's badge data.