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Email exhibitor staff instructions for downloading the Lead Retrieval app, creating an account, scanning leads, and more.
Quickly invite exhibitor and sponsor booth staff to download the Lead Retrieval app with a pre-made email invitation.
Connect with booth staff and invite them to download the Lead Retrieval app, create an account, join an Event or Community, invite additional users, and scan leads.
Booth staff invite emails gives you the opportunity to invite one or multiple staff members at a time.
After you’ve added Exhibitor and Sponsors features and profiles to your Event App, you’ll activate Lead Retrieval. Now it’s time to invite exhibitors by setting up and sharing the Exhibitor Purchase Form or pre-purchasing licenses and inviting exhibitors individually.
Once you’re ready to invite exhibitors, you’ll select Invite Exhibitor on the Lead Retrieval Exhibitors page. Add the number of licenses you want to use for this invitation and select one of your sponsor or exhibitor profiles to invite. Fill out the form with information about each booth member. Admins can invite other admins and staff, so you don’t have to add everyone yourself.
Click Send Invitation and repeat the process for each exhibitor.
Your Booth Staff Invite email contains much of the same information in our Getting Started with Lead Retrieval article, including instructions for downloading the Lead Retrieval app, creating an account, joining an Event or Community, inviting additional users, and scanning leads.
Yes! You can invite one or multiple members from an exhibitor or sponsor in your Event App during the invitation process. Remember, admins can also invite other members to use Lead Retrieval, so you don’t have to add everyone.
Don’t worry, we have you covered! Booth Staff Invite emails contain much of the same information in our Getting Started with Lead Retrieval article.
If you need to purchase more licenses, click the Live chat us now link in the Add Licenses modal to chat with a member of our support team, or email support@socio.events.
Before you activate Lead Retrieval and start welcoming exhibitors, there are a couple steps you need to take in your Event App or Community.
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