iLeads FAQ

What is iLeads?

It’s a cloud based tradeshow lead capture app that lets you digitally collect and manage information from all of your trade show sales interactions using your own smartphone or tablet. Lets you instantly distribute leads to your sales team. It’s customizable and paper free, works offline and provides live reporting and digital backup of the list of leads you gather at a show. Speeds up lead distribution since everything is stored in the cloud – leads can be accessed online from anywhere in the world once they have been uploaded.

What if iLeads is not offered at my show? What if my show does not offer iLeads, will it still work?

Currently, iLeads will only work if we are selected as the official lead retrieval vendor. We need to receive the attendee database–and if we are not the official vendor, they will not release this information.

If iLeads is not being offered at your show. We recommend that you contact your show event organizer to request they include iLeads as an option on their lead retrieval order forms.

How does iLeads work?

Prior to the event the exhibitor pays a license fee to receive a unique access code, which allows them to gain access to their leads online. As soon as exhibitors pay for the event license, they enter the event code, check the event details and tap confirm. They can start collecting and qualifying leads. Exhibitors enter a registration ID or scan a QR code on a trade show attendee’s badge, when available, to digitally capture their info in real time. From here – it’s easy to: add notes, action items and answer survey questions. They tap done and the badge number and attendee name are added to the exhibitors list of qualified leads.

Is iLeads compatible with iPhone®, iPad®, iPod touch® touch only or Android® devices too?

Yes! iLeads is a native app built specifically for Android and Apple devices. It also works on the Kindle Fire and Kindle HD. You can use iLeads on an iPhone®, iPod touch®, iPad® (Version 7.0 or higher), or Android® phone (Operating System 4.2.x or higher) We do offer exhibitors the option to rent an iPad® or an iPod touch® at shows.

Does iLeads work on Android phones?

Yes, it works on Android® phones and tablets (Operating System 2.3.3 or higher), that have access to Google play (formerly Android® Market). iLeads is a native app built specifically for Android, and Apple devices.

Do exhibitors like using iLeads?

Exhibitors say that the award winning iLeads is “easier.” They appreciate how iLeads “gives better data about leads” and how “you can access those leads right away online.” With this kind of user response, we know we’re delivering a great product to people who really need it.

What about people that do not own smart phones?

We do offer exhibitors the option to rent an iPad® or an iPod touch® at shows.

How do you set up multiple iPods®, iPads® or Android® devices to store leads in same LeadsLightning account? How can we go about getting a common user name and password for our multiple devices?

When an exhibitor orders multiple licenses a master account is created and then each license is tied to that master account ones as required. Each individual account will have its own login info, using the master account will allow someone to view all of the leads. The event access code is the same for all of the licenses

What does it cost to offer iLeads to my exhibitors? What does iLeads cost?

It costs show organizers nothing to implement at their shows. Show organizers set fees for the access code for exhibitor’s devices.

Is there any cost to the show organizer for using iLeads?

No, all iLeads lead retrieval costs will be fully funded by exhibitors. There are no hidden costs or fees

Is it hard to implement iLeads at my show?

iLeads requires a unique registration ID (all numeric or alpha characters) to be assigned to each attendee. This unique registration ID is then printed on the attendee’s badge in a big enough font for exhibitors to read. We recommend 18 pt or higher. We require you to send us the first registration database roughly a month prior to your event, then an additional one about a week prior to the start of the event and then the final database, including on-site registrants, when the event closes. Bartizan uploads all of the information to LeadsLightning, Bartizan’s web portal. Bartizan also handles all inquires from your exhibitors.

Does Bartizan generate the registration IDs for the Badges?

All registration ID’s are generated and supplied to Bartizan by the show organizer. This allows the show organizer to use an already existing piece of information as the registration ID such as a member number or confirmation number.

Exactly what do we have to put on the Badge and what are the specs?

Show management needs to print a unique registration ID on each badge about 4 to 5 digits in length (although iLeads can accommodate ID\’s of any length, 4 or 5 digits are recommended for easy input). The number should be large enough to be visible by other people because that is the number that will be typed into the iLeads unit, each of these registration IDs must correspond to one individual in the registration database and must be a field incorporated in their registration. You may also wish to add a QR code to badges so exhibitor\’s can scan badges. Click here for sample badges.Here are the technical specs for the iLeads badges that use QR codes for badge scanning: The QR code must be at least 0.75 x 0.75 inch square. QR Code error correction level must be Class M Reed-Solomon error correction. QR Code module must consist of a 4 x 4 pixels as a minimum. QR Codes must have minimum 4 module of quiet (white) space surrounding bar code. QR Codes must be printed on a white badge stock using black ink. Printer must be 300 dpi resolution or greater.

Why are there registration IDs on the badges and a barcode?

A registration ID should be printed, as well as a barcode. If for some reason a particular badge does not scan readily, or an exhibitor does not own a device with a compatible camera, the exhibitor can quickly and easily type the registration ID into their device. Sometimes exhibitors and/or attendees are uncomfortable when personal space is invaded, as when holding a badge scanning device in close proximity to the badge wearer’s body. If a smartphone or scanner is held too far from or too close to a badge, the scan may fail. If lighting is insufficient or if there is glare off of a badge holder, again, there may be failure to scan properly.

For all of these reasons, having registration IDs printed on the badge is a reliable fallback position. Surprisingly, we find a great many exhibitors prefer to enter an ID, rather than having to scan a barcode. Having both makes everyone happy.

Have you seen iLeads used for session attendance tracking?

iLeads is not designed to be used for session tracking. Instead, we recommend a 1D barcode encoded with the same ID as used for iLeads. These barcodes can be read by our Expo! Leads2Go© devices which are designed to be used for session tracking.

Is the show organizer responsible for returning rental iPods® or iPads® to Bartizan after the conference?

No, it is the exhibitor’s responsibility to return the rented item back to Bartizan after the conference. A pre-paid FedEx envelope is included with each rental to facilitate easy shipping back to Bartizan. If there is a problem, Bartizan bills the exhibitor directly. iLeads is not designed to be used for session tracking. Instead, we recommend a 1D barcode encoded with the same ID as used for iLeads. These barcodes can be read by our Expo! Leads2Go© devices which are designed to be used for session tracking.

Do you have an iLeads guarantee to show management?

Yes, here’s the iLeads guarantee: No cost to you. No cancellations. No minimums. We will never share your list with anyone.

Is a technician needed on site for iLeads?

No, a technician is not needed on site, as most exhibitors will be using their own devices which they are already familiar with. Bartizan will provide a phone support to the show organizer and all exhibitors who purchase iLeads throughout the course of the show.

Will I be able to see activity on the show floor?

Yes. The show organizer gets an account especially for show management to view the activity of all your event\’s exhibitors. Complete historical data is available to show management to help prove the ROI of events to prospects.

How do I setup Leads for my booth?

First, download the free iLeads app onto your device from Apple’s® App Store or Google Play. Once an event code is obtained from your lead retrieval provider, enter the event code, check the event details and tap confirm. Do this as soon as you receive the event code.

When do I receive the event code?

The event code is sent via email once we have the registration database from show management. This is typically four to five days prior to the start of the event.

When can I create custom qualifiers and or survey questions?

You can add your custom qualifiers and survey questions/answers once you have received your access code and setup the event on your device. iLeads allows you to add these items at any time — even while on the show floor.

How do I collect a lead?

Collecting leads is easy. Tap “new lead”. Enter a badge ID or scan the barcode, if available, on an attendee’s badge. From here, it is easy to add qualifiers, survey responses and notes. Tap done to add the information to your lead database.

Tip: iLeads let’s you add custom qualifiers and follow-up actions on the fly. From here it’s easy to add notes, action items and answer survey questions. Tap done and the badge number and attendee name are added to your list of qualified leads.

How do I edit or delete a lead?

Tap on the lead, and then tap on edit. From here, you can edit your note; follow up actions or the survey. When you have finished making your changes, simply tap done to save your changes. To delete a lead, scroll down to find the delete option.

Can I view stats on the leads on my device?

Yes, to manage an event, tap on the blue arrow next to the event name. From here, you can view important statistics.

Do I need to be connected to the web to collect leads?

A live Internet connection is not necessary during the show to use iLeads. If an Internet connection is unavailable, all collected data will be updated automatically when the device is running iLeads and a Wi-Fi or cellular connection becomes available. The only time a live internet connection is necessary is when you are downloading the app to your device, when you are setting up your device with the access code for the event you are attending and when you want to upload your leads.

How do I know if all of my leads have been uploaded?

Press the “Events” button on the upper left of the screen. Find your event name and tap on the blue arrow next to the event name. To insure that all your leads have successfully been uploaded to LeadsLightning, “the number of leads collected so far” must always match “the number of leads sent successfully.” If “the number of leads collected so far” is greater than “the number of leads sent successfully”, your device may not have had a working Internet connection. As soon as your device establishes a working Internet connection, iLeads will automatically upload the remaining leads to LeadsLightning.

What about people that register on site?

At times after entering a new lead, you may notice that prospect’s information is missing. This occurs if that particular attendee registered onsite. However, there’s no need to worry. As soon as the event lead retrieval provider uploads the onsite registration data, iLeads will automatically populate the missing information. You may add qualifiers and notes as usual even if no information appears. Contact info will appear later when the data is available and your leads are uploaded to LeadsLightningSM.

How do I check if the event has Wi-Fi?

To successfully upload your leads to the LeadsLightingSM online portal, you must establish an Internet connection, Wifi or cellular. This can be done before, during or after a show. In order to connect to Wi-Fi during the show, you may need to check with show management to see if Wifi is available at your event. Here’s how you check for Wifi if you are using an Apple product: To check for Wi-Fi availability, press the home button on your iPhone®, iPod touch®, or iPad® Tap on the settings icon Tap Wi-Fi Make sure the Wifi is “ON”, if not, use the slide bar to turn on the Wi-Fi Choose an available network from the list and enter the network key to connect. Once connected, press the home button and tap the iLeads icon. Your leads will now be uploaded to the online portal automatically.

Do you know where there are free Wi-Fi hotspots?

We love: http://www.wififreespot.com/ it’s an index of where to find free Wi-Fi hotspots.

I see my leads on LeadsLightningSM but cannot see my custom questions/answers. Where are they?

You need to click on preferences and select all of the items you need to see. For most exhibitors, all you need to check will be Follow-ups and Surveys. Then, click on reports and select LEAD DETAIL. This report will give you all of the information you collected on your leads

How do I customize qualifiers and surveys?

Press the “Events” button on the upper left of the screen. Find your event name and tap on the blue arrow next to the event name. Scroll down and you’re presented with options to add and edit Follow up actions and Survey questions for this event.

To add a new Follow-up, tap on Add a new question. Type your question and tap Save. To edit a Follow-up, tap on the question, edit it and tap Save. To delete a Follow-up, tap on the red circle to the left and tap Delete. To move a question up or down, tap and hold the three horizontal bars to the right of the question and move it up or down.

To edit Survey Questions and Answers tap on Survey. Tap Add a new Question. Type the question and tap Save. Tap on Add a new Answer. Type the answer and tap Save. To delete an answer, tap on the red circle to the left and tap Delete. To move an answer up or down, tap and hold the three horizontal bars.

To Modify Standard Survey Questions and Answers, tap on the question text, make your changes and tap Save. To change the question type, tap on the current type, tap preferred type & tap Save. To add an answer, scroll down, tap Add a new answer, tap Save. To delete an answer, tap the red circle to the left and tap Delete. When you are finished with your customization, tap done.

How do we receive the leads after the show?

At the show, leads are uploaded to Bartizan’s secure web portal, LeadsLightning, for tracking activity. You can download and sort leads from this site. A live internet connection via Wi-Fi or cellular is necessary for real-time access. If no internet access is available on the show floor, the app will store your leads until the device does get an Internet connection. Once connected, you need to tap on the iLeads icon and your leads will be uploaded automatically.

Is the data transferred in real time?

Yes, if your device is connected to a live Internet connection via Wi-Fi or cellular. If no Internet access is available on the show floor, the app will store your leads until the device does get an Internet connection. Once connected, you need to tap on the iLeads icon and your leads will be uploaded automatically.

We have three sales reps. How is it tracked which person scanned the lead? Is it based on their phone? Or are there presets that we set up to assign name?

Each of your sales reps would be provided with the same license code to setup iLeads on their devices. Once set up, each sales rep is provided with their own account to the LeadsLightningSM portal to see their leads only. A master account is also setup to monitor the entire company’s activity in one place. You’ll be able to access your complete event history and statistics and view a database of all company leads collected at various events with powerful lead analysis and reporting.

Will we only be able to use it on one device? Ex. We will have 4/5 reps, can they each have their iPad® / iPhone® and collect leads or can we only use it on one device with our purchase?

For multiple devices, you will also need to purchase multiple licenses, but the fees for both primary and additional licenses are typically much lower than standard lead retrieval equipment.

What if no name appears on the screen after I capture the lead?

If no name appears, that simply indicates a late registrant. Add qualifiers and notes as usual. Contact info will appear later automatically when the data becomes available.

Where can I find my leads?

Leads are uploaded to a Bartizan’s secure web portal, LeadsLightningSM, for tracking activity. Your event license includes access to the LeadsLightningSM portal. You can access and manage your leads from anywhere. Using LeadsLightningSM, you can track the attendees who stopped by booth. You can view, sort, print and download leads. With this software it’s easy to identify your best leads by filtering leads and sending only the best leads to sales. Bartizan is committed to making your exhibiting experience a success. With iLeads you can follow up quicker and get a leg up on the competition.

Where does the lead data go?

All leads are immediately uploaded to Bartizan’s secure web portal, LeadsLightningSM, for tracking booth activity during the event. Included in the exhibitor’s event license is access to the LeadsLightningSM portal. This software makes post show follow up easy. Exhibitors can filter contacts in a wide variety of ways, even view results in graphical form. Complete historical data is available to show management to help prove the ROI of events to prospects.

How do I know if all of my leads have been uploaded?

Press the “Events” button on the upper left of the screen. Find your event name and tap on the blue arrow next to the event name. To insure that all of your leads have successfully been uploaded to LeadsLightningSM, “the number of leads collected so far” must always match “the number of leads sent successfully.” If “the number of leads collected so far” is greater than “the number of leads sent successfully”, your device may not have had a working Internet connection. As soon as your device establishes a working Internet connection, iLeads will automatically upload the remaining leads to LeadsLightningSM.

Where can I see my lead counts?

You can see how many leads you have collected by performing the following steps: Tap on Event in the upper right corner of the screen. Tap the Arrow to the right of the event name. Within the Show Statistics area, you will see # of leads collected “this is the total count of leads captured. You will also see # of leads sent successfully” this is the total number of leads sent to your LeadsLightningSM account. The list of # of leads pending contains the number of leads that have not been uploaded to LeadsLightning.com due to either a slow connection or no connection at all. These leads will be sent once a connection is established. The # of leads to be updated is the number of leads that were changed after being sent to LeadsLightningSM previously.In addition, a quick view of the # of leads collected is on the top of the event leads list.

How do I retrieve login credentials for my organization's Leads Lightning account?

On your device, tap “Info”. Use the username and password provided on this screen to access your online account. Or, if you have ordered more than one license, use the user name and password you received via email along with your access code to login – this lets you to view leads collected by all of your devices.

What is LeadsLightningSM?

LeadsLightningSM is Bartizan’s secure web portal that contains all of the lead information you gathered at your event. LeadsLightningSM is free, cloud-based software to retrieve data anytime, anywhere. If you need your user name and password to login to your account, please contact us at 914-375-7994.

Here’s how LeadsLightingSM benefits all show participants:

Exhibitors: Track the attendees who stopped by your booth. View, sort, print and download leads. Identify best leads by filtering leads and sending only the best leads to sales.

Show Organizers: Sell more space by showing prospective exhibitors historical data. Generate lead analysis reports to evaluate ROI and enhance presentations to prospective exhibitors. Traffic flow reports show what time the show floor is busiest.

Attendees: Attendees can follow up on exhibitors by email. My Tradeshow Connections© lets attendees view and download the company information of exhibitors they visited.

How does LeadsLightningSM work?

The LeadsLightningSM portal is used for simple and fast data download, tracking, management and reporting. Once logged in, click on “Download Leads” to download your data in a CSV file format. You can use this file to later import the data in to your own lead management system or CRM. Highly useful reports can be generated when using the Leads Lightning portal.

By default you’re always presented with the “Leads Details” page when you first log in. However, when you log in for the first time, you are presented with a video on how to use LeadsLightningSM. On this page, you can view all the information related to a lead. Scroll horizontally to view all of the available information. Click on any of the column titles to sort the data in ascending order. Click it again to sort the data in a descending order. Click on the “follow up counts” link and you’re presented with an intuitive report based on the Follow up actions entered during the event. Survey Question Counts is also another very useful report that is generated based on the survey questions answered during the event.

Does LeadsLightningSM allow download in Excel format or only csv format?

The download is in CSV but it will open in Excel, it can also be imported into Excel and many other software packages.

Can I download my leads or do I have to work with them in LeadsLightningSM?

You can download your leads in a CSV file format. You can open this file in Excel or import it into your CRM.

I am totally lost, what can I do for help?

A 24-hour Tech Support Line is available during the show. That number is 914-375-7994. We also have an iLeads Knowledge Base, a library of helpful articles related to iLeads products. We offer an iLeads Resources page where you can view and download iLeads documentation.