How to Use ClientPoint Lead Capturing Tool

The Lead Capturing Tool in ClientPoint is a powerful add on tool designed for capturing leads efficiently at events like tradeshows. Using QR codes, potential clients can easily access your content, eliminating the need for manual entry and providing instant access to documents and information. Additionally, the tool's analytics offer valuable insights into engagement, helping you understand viewer behavior and improve future strategies.

Overview: Benefits of the Lead Capturing Tool

• Easy Access for Attendees: Using a QR code, event attendees can access your files instantly, without entering emails multiple times.
• Powerful Analytics: The tool provides detailed analytics, including total views, engagement times, and even viewer email addresses, allowing for more strategic follow-ups.
• Streamlined Experience for Event Management: With all content stored in one place, and accessible through a simple scan, it’s perfect for busy tradeshows or conferences.

Step-by-Step Guide to Setting Up the Lead Capturing Tool

Step 1: Login and Start a New ClientPoint

1. Log in to your ClientPoint admin account.
2. On the home page, click + New or New ClientPoint to create a new ClientPoint.

Step 2: Set Up the Intake Account (Lead Capture)

1. On the Info page, complete the fields, including:
   • Name: For clarity, label this as "Intake for [Your Tradeshow Name]".
   • Fill in other fields like Assigned to, Revenue, Host, Category, Status (e.g., Pending), Division, and Market.

1. Disable Prompt for Email to avoid viewers having to enter their email multiple times.
2. Save and Continue to the Files tab, and click Save and Continue again, leaving this tab empty since it’s only for capturing leads.

Step 3: Create the Content Account (Event Resources)

1. Create a second ClientPoint for the resources you’ll be sharing with event attendees.
2. On the Info tab, complete all required fields, name it appropriately, and Enable Prompt for Email to capture analytics.

1. Save and Continue to move to the Files tab.
   • Under Library, double-click to add relevant documents or use the purple Add to ClientPoint button to upload content directly.
   • Include all event resources, such as documents, images, or videos.

1. Save and Continue to preview your content setup.

Step 4: Link the Accounts with the Lead Capturing Tool

1. Go to the Manage Page:
   • In the left panel, click on Manage to view your accounts.
   • Note down the ClientPoint ID of the Content Account (with all event resources).
2. Edit the Intake Account:
   • Go back to the Intake Account and click Edit. Select Files as a shortcut to reach the account’s files tab.

1. Add the Lead Capturing Tool:
   • Under the Company-Wide folder, find Custom Tools and double-click Lead Capture Form Marketing.

• • Enter the Proposal ID of the Content Account (event resources).
  • Optionally, edit the Introduction and Disclaimer Message.

• • Click Submit. The setup will process for approximately 5 minutes.

Step 5: Download and Share the QR Code for Access

• Copy the QR Code:
  • To copy the QR code from the Intake Account, open the account and click on the small green square which will then show all sharing info which attendees will utilize to access your content.

• Test the Tool:
  • Once processing completes, scan the QR code to confirm that attendees can access the files as expected.

Using the Analytics Feature

The Analytics Tab offers valuable insights into your event engagement:

• Viewer Information: Access a list of emails and viewer details, helping you identify high-interest prospects.
• Engagement Metrics: Track total view counts, time spent on content, and specific activity metrics.
• Download Options: Export the analytics data for further analysis and follow-up.

The Lead Capturing Tool can seamlessly integrate with third-party platforms to store and manage collected data, providing flexibility for your team's preferred workflow. For instance, you can link the tool with Google Mail, CRMs, or other data management solutions to ensure all lead information is easily accessible and well-organized in the systems you already trust. This interoperability enhances the value of the tool, making it an essential part of your event and engagement strategy.

Sample Data Table:

The Lead Capturing Tool is an effective way to enhance your engagement strategy at events, allowing you to capture leads effortlessly and review in-depth analytics to refine your approach. By consolidating resources in one accessible place, you create a streamlined experience for attendees and a strategic tool for your team.

The Lead Capturing Tool is a customized feature tailored for each client’s specific needs. If you'd like to activate and use this tool, please contact your Client Success Coordinator, or reach out to our support team at support@clientpoint.net for assistance.