Every contact filed under the event
Before a conference or trade show, create the event under Events: its name, dates, place and a tag. A team's owners and admins can create one for the whole team. While it runs, everything anyone captures is filed under it, with its tag and where you met already filled in: people who scan your card and send their details back, badges and paper cards you scan, contacts you type in, and visitors at your booth tablet.
Events overlapping, or meeting people before the doors open? Select I'm here on the one you're at, and new contacts go under it until it ends or you say otherwise.
A dashboard for each event, with its return
Open an event to see what it brought in:
- Contacts per day, across the show.
- Where they stand: new, contacted or closed.
- How they were captured: shared from a card or the kiosk, scanned, or typed in.
- Who has them, person by person, on a team.
Add what attending cost and what a contact is worth to you, and the dashboard adds the cost per contact, the estimated value and the estimated return. It's an estimate from the numbers you entered, and says so: Linq doesn't know what a contact turned into.
Kiosk mode for your booth tablet
Under Events → Kiosk, create a link for one of your cards, file it under the event, and open it on a tablet at your booth. Anyone walking up can leave their details on your card's form, with your own questions and consent wording if you've set them, and they land in your Contacts.
- Clears for the next person after each contact, and after a minute of nobody touching it.
- Shows nothing but your card's name, the event and the form, never who signed up before.
- No account on the tablet. The link is all it needs, so lending the tablet doesn't lend your account.
- Turn off stops it straight away, even on a tablet still showing it. Contacts already captured stay.
A team's cards and kiosks share the team's contact form allowance: 1,000 a month on Teams and no limit on Business. The setup is in Kiosk mode.
Scan badges and paper cards
Open Scan, choose the event, and photograph each badge: an AI reader picks out the name, company, job title and whatever else is printed, you check it, and save. Everyone you scan is filed under the event. A badge often shows only a name and a company, so you can save someone without an email or phone and add those later.
- Teams: 1,000 badges and 300 paper business cards a month.
- Business: 2,000 badges and 500 paper business cards a month.
- A badge with a QR code that holds the person's details is read from the code, on your phone, without using a scan.
- Photos are deleted as soon as they've been read.
More on scanning, and what happens to the photos, in the business card scanner and Scan cards and badges.
And your card, on every badge lanyard
Not everyone stops at the booth. Everyone on your team has their own digital business card with a QR code on their phone, lock screen or Google Wallet. People scan it, save the contact in one tap, and send their own details back, filed under the event like everything else. Contacts a teammate collects stay with the team if they move on.
With Business: a leaderboard and lead routing
Leaderboard ranks your team by contacts captured, with views, saves and follow-ups, views by channel, and contacts by event. Lead routing chooses who gets each new contact by rule: by email domain, company, tag, event or an answer on the form, or shared in turn between several people.
Business also sends contacts straight to your CRM or Slack, and lets your AI assistant ask "who did we meet at Web Summit?": integrations and AI. All the admin tools are in Team tools.
Before the show
- Upgrade to Teams or Business, and invite the colleagues who'll be at the booth.
- Create the event, with what attending costs if you want the return.
- Create a kiosk for the booth tablet, filed under the event, and open it on the tablet.
- At the show, scan badges and cards, and let people scan yours. The dashboard fills in as you go.
Step by step: Events.