How to Add Leads in the Zuddl Lead Capture App

The "Lead Capture" App by Zuddl is designed exclusively for exhibitors/booth owners to help booth owners collect, track, qualify, and share potential customers they meet at an event hosted on Zuddl.

With the lead capture app, your booth owners can add booth visitors as leads and qualify them based on their engagement, thereby enabling you to convert a prospect into a customer of your business.

Prerequisite

The organizer needs to add you as booth owner for an event.

Steps

To use the lead capture app,

Install the app on your phone from Appstore if you are using a Mac OS or Playstore for Android users.
After you’ve installed the app, you can log in to your account. To log in, enter your email address and click the Get verification code button to receive a 6-digit code in your inbox. Enter the code in the respective field to log in.
1. Alternatively, if you have your Zuddl account password handy, you can also Login with password. Simply enter your email address and password to login.
After logging in, you can view your event under the Live tab. After the event ends, you can still view the leads under the Completed tab. Similarly, you can see all your events based on their status; Live, Upcoming, and Completed.
Click on an event from the list to view the booth for which you are the booth owner.

In this list, you can view the booth name and number of leads.
Inside the booth, you can view the total number of leads categorized into Hot, Warm, Cold, and Unsorted.
Click Add lead to create a new lead.
Next, you need to enter attendee details to register a lead. You can scan attendees’ QR codes on their badges to register a lead. To scan, position the QR code inside the highlighted box section, and the app captures the attendee details.

Alternatively, you can also click Enter manually to input the attendee’s email address manually.
Click the Add a lead button. This will fetch the attendee details from the Zuddl backend and directly add it as a lead.
The newly added lead appears in the lead list as shown below:
You can also click on the lead to view and even add details such as Rating or Notes.
To export leads from All/selected category click the Export link at the top-right corner for a category and select the attendees you want to export.
Click Export leads. This exports the leads into a CSV file and sends it to your email address. The leads are sent as an email attachment as shown below:

If you are using any integration with activity capture support, the leads that are captured using this app are not considered as attended booth activity.

Bookmarking

Bookmarking in the Zuddl app is just like how bookmarking works in other applications. Bookmarking helps booth owners save the attendees before taking further action on them. You can bookmark a prospect before and after adding them as a lead.

For big public events, organizers can bookmark an attendee after adding them as a lead, from the list of attendees (shown in the search results). However, for closed-setting events like field events, where you can add lead details later, you can bookmark when you add a lead manually. Bookmarking auto-allocates the attendee as lead.

To bookmark an attendee after you've added as lead. To do so:

Go to the lead details page and click the Bookmark button. This adds the lead under the Bookmarked tab.

Alternatively, you can click the bookmark icon in the leads.

To bookmark when you manually add an attendee as a lead,

Enter the attendee email for adding as a lead. This shows the attendee details in a pop-up window.
On the pop-up, select Bookmark. This adds the attendee to list of bookmarked attendees.

On the attendee details screen, the attendee is shown as Lead added bookmarks as shown below:

You can click the Lead added to bookmarks button to remove from the bookmarks.