Track leads on the exhibitor dashboard

This article describes how you can use lead tracking on the Floq platform, and the steps for representatives to take.

Access the dashboard

If you have been granted permission to track your leads, you have received an invitation email with a link to the exhibitor dashboard. This dashboard can also be accessed through the web app that is used during the event.

To access the dashboard, click the link in the email invite you have received. You will need to create an account using the same email address as the one on which you received the invitation email. If you already have created an account, you can just enter your email address and password to sign in.

When signed in, you will see a page containing the event description, and a list My exhibitor profiles that contains all profiles you are a representative of. You have additional rights for the institutions that are not disabled.

Click the company name to access the dashboard.

Update your visibility and privacy settings

Once you are signed in, don't forget to check your Settings. We recommend you to be visible in the event attendee list and to allow new conversations and appointments. When this is set, representatives can actively be contacted by attendees through the attendee's list.

On a company page, attendees simply click on the name of the representative, which will open the person's page. From there, they can start a chat conversation or schedule a meeting. On an exhibitor booth, attendees can start a chat conversation directly by clicking the chat button under the representative's name. They can also schedule a meeting with a representative by clicking the Request meeting button. 

Representatives can also actively contact the attendees through the attendee list or the company's public chat room (if enabled). Note that only the attendees that have enabled the above settings can be contacted privately.

Scan QR codes of attendees

With the app, you can scan the virtual business card (or badge barcode, if set up) of other attendees. Open the profile menu from the top right and choose My contacts. The scanner can be opened from the Scan a card tab. Your own virtual business card can be found on the My card tab.

Anyone you scan with this in-app scanner, will be added to the My contacts page and can then be found in the Scanned section. Optionally, you can send them a contact request.

Create notes

View your leads on the dashboard

On the Leads tab, you can see a list of leads of all representatives of the same company. This list contains the following attendees:

• Attendees that you or another representative of your company have scanned with the in-app QR code scanner. This scanner can be found in the My contacts page
• Attendees or another representative of your company you have sent a contact request. This request can be sent after viewing a profile in the app, for example by accessing from the attendee list or by scanning another attendee's QR code.
• Confirmed contacts, that have accepted your contact request or that of another representative of your company.

The table is sorted by date: the most recent connection is at the top of the list. For every attendee, you can see the connected representative. In case an attendee connected to multiple representatives, he or she can be found twice in the table.

Export leads