Relevant to: Event Lead Management
With physical events currently on hold, you and your team may be sponsoring or exhibiting at more virtual tradeshows. Many virtual event platforms offer limited options when it comes to the all-important qualified lead capture process - often not much more than a basic spreadsheet of visitors who visited your 'virtual booth' a few days after the event.
The Event Lead Management system provides two features that will help take your virtual events to the next level. This article shows how you can use webforms and lead uploads to keep the leads you capture at virtual events flowing to your systems in the same way post-event.
In this article
Collecting leads at Virtual Events using the Event Lead Management solution
Using Webforms at Virtual Events
When exhibiting at virtual events, it can be hard to network effectively, qualify leads or have any control over what data you receive from the event organizer or when you receive it! However, Integrate is here to help.
Whenever you create a lead capture form in the Event Lead Management system, a web-based version of that form is automatically generated with a unique URL.
When you are ready to capture a lead at your virtual booth, usually after a ‘live chat’, you can easily drop the URL into the conversation and ask the lead to complete the form – giving you complete control over the key information you’d like to capture, your qualifying questions and any opt-in or consent statements.
In the same way that forms used at physical events can be customized, webforms can also be customized with logic, dynamic fields and your own branding.
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Many customers have had successful results when offering incentives to prospects who fill out their forms (eg. a free e-book). |
You will receive the data collected through a webform instantly in your dashboard; any automations (eg. follow-up emails) and integrations (eg. into your Marketing Automation or CRM software) that are associated with the form will be triggered. This activity ensures that your leads are kept warm and can be acted upon by your Sales team quickly and effectively.
To read more about setting up webforms, see Creating & Sharing Web Forms.
Importing Virtual Event Leads
Following a virtual event, you may also receive a spreadsheet of leads from the event organizer. You can upload this spreadsheet of leads into an Event within your dashboard.
The benefits of populating your leads into the Event Lead Management system means you can keep all event lead data in your dashboard together, where you can search and manage it. More importantly, importing a spreadsheet of leads will also trigger your usual event workflows such as sending out any follow-up emails and/or sending the leads to your marketing automation or CRM software via your integrations.
To read more about uploading leads into events within your Events dashboard, see Importing Leads into an Event.