Mastering Lead Retrieval and Attendance Tracking with Barcode Scanning

Discover the essential requirements and typical procedures for implementing CodeREADr’s advanced lead retrieval systems. This section delves into the ‘Record Scans’ service type, outlining a robust framework for capturing and processing attendee data. For applications necessitating validation—such as ticketing or verifying attendance—the approach may differ slightly. We detail these variations in our dedicated ‘Best Practices’ segment on attendance tracking.

Primarily, organizers can choose from two methods to create attendee badges:

• Print badges with a barcode containing the attendee’s name and contact details.
• Opt for a simpler barcode linked only to an attendee ID, with personal details stored on either our or your servers.

These badges serve as the foundation for a flexible and responsive attendance tracking system, allowing exhibitors to engage with attendees post-event effectively.

Initially, event organizers must set up usernames and passwords for exhibitors and sponsors to access the designated services:

• Collective usernames for booth teams or individual credentials for personalized lead retrieval.
• We recommend identifiers such as ‘Event-Exhibitor’ for booths and personal identifiers like ‘Event-Name’ or email addresses for individual access.

This segment emphasizes the importance of correctly associating these credentials with authorized services to ensure seamless scanning and data collection.

On the Scans page, exhibitors can manage (create, view, filter, and share) and export their scan records. Customizable export templates allow for tailored data management, suitable for integration into various reporting tools such as Excel.

Utilize our CSV Download Link feature to provide exhibitors with a dedicated web portal for real-time or batch access to their sales leads. This tool is crucial for maintaining continuous engagement and timely follow-up with potential leads. With an online or auto-sync service, users can sign in to view their scan records in real-time. Learn more about our auto-sync service here. If using an offline service, they can view their scan records after uploading those from the device. This is valuable if there is the attendee’s contact information in the barcode or in the response text of a database.

• We advise practicing scanning procedures prior to the event to ensure fluency.
• For scenarios without internet access, it’s vital for exhibitors to log into the app and preload necessary services and databases.
• Remind exhibitors to charge their devices daily to avoid interruptions in lead retrieval activities.

By implementing these best practices for lead retrieval and attendance tracking through barcode scanning, event organizers can significantly enhance the efficiency and effectiveness of their events. These strategies not only streamline operations but also maximize the potential for networking and lead conversion, driving greater value from event engagements.