Overview
Some shows do not provide an API Devkit for lead scanning but offer a post-show reconciliation service, which allows you to get the contact information of captured leads after the event.
Captello allows you to use the badge scanner in a post-show reconciliation setting, allowing the capturing of qualifying information and seamless exporting of badge IDs to reconcile on the provider's side.
Video Tutorial
The whole process is explained with an example in the video below:
Setting up The Capture Form
To set up a capture form for post-show reconciliation, click on the scanner field and select 'Post-Show Reconciliation' from the 'Scan provider' drop-down.
You are now ready to scan leads at the event!
Scanning Badges
You may notice that when you scan a badge at the event, the error 'Couldn't fetch badge data' will come up. That is okay! This is because the badge IDs cannot be used to retrieve contact information at the event, hence post-show reconciliation comes into play.
Go ahead and answer your lead's qualifying questions and tap 'submit'.
You will get a 'Submission successful' message.
Once you are done capturing leads at the event, the next step is to reconcile them on the provider's database. First, the lead badge IDs must be exported from Captello.
Exporting Badge IDs
To export Badge IDs of post-show leads, follow the steps below:
Click on the 'Alert Center' icon, and then on 'Capture Portal'.
Select your event from the drop-down and select 'Barcode'.
Click on the 'Options' drop-down and click 'Export'
Click 'Go', and a spreadsheet will be downloaded, including badge IDs.
Reconciling Data on the Provider's Database
Some providers will require you to send them the spreadsheet and will reply with the contact information sheet,
Other providers will have portals where you can upload the file and get the contact information right away.
Once you get the spreadsheet with contact information from the provider, go ahead and upload them to Captello following the steps below:
Uploading Contact Details to Captello
Navigate to the Capture Portal again.
Select your event.
Click the 'Options' drop-down and click 'Import'.
Click 'Upload File' and select the contact details spreadsheet.
Map the 'Barcode ID' and any other contact fields you need.
In this example, the 'Barcode ID' had to be mapped to 'badge ID' on the sheet.
Once you have mapped all contact information, click 'Save'.
You will get a success message confirming that the leads are getting submitted to the form, merging their contact details with the captured qualifying information.
The more leads you have, the longer it will take for the submissions to count.
Also note that: Fulfillment actions set up on the form (such as follow-up emails) will be taken for imported leads.
Congratulations! You have now completed the post-show reconciliation process!
If you have any questions, feel free to contact us.