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User GUIDE

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Easily gather contact information of your leads.

Enjoy the independence a mobile device gives you.

Manage information and reports easily and effectively.

Work as a team in an organized and efficient manner.

1. About the Lead Retrieval service

3. Downloading/ Accessing the App 3.1. Download the App from Google Play 3.2. Log In 3.3. Input Company Code

4. Using the App 4.1. Scanning Leads 4.2. Lead profile and taking notes 4.3. Surveys 4.4. Tags 4.5. Send documents 4.6. Save as contact 4.7. Reporting

2. Configuring the service in the Web Portal 2.1. Access the Web Portal 2.2. Dashboard 2.3. Managing Licenses 2.4. Author Surveys 2.5. Tags 2.6. Upload documents and links

6. Managing and exporting information

5. Stats of your leads in the Web Portal

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Lead Retrieval is a service for capturing and following up the leads you make during an event, trade fair or congress.

The Lead Retrieval system has 2 separate components: With the App, the user can scan the leads, run surveys, define tags or send documents. The scanned leads are synchronized in the Web Portal under the same company account. The Web Portal offers Access to the leads information & statistics. It is where surveys & tags are created and documents are uploaded. In order to use Lead Retrieval, you need to purchase a Service License, and as many Scanning Licenses as users will be scanning concurrently. You can install the App on your own devices or rent devices from Fira de Barcelona. For more information on service options and pricing, visit: http://leadretrieval.firabarcelona.com/en/pricing For more information, please visit: http://leadretrieval.firabarcelona.com/en/home

1. About the Lead Retrieval service

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The Web Portal acts as a database for managing the leads.

The App scans the visitor's badge and converts it into a lead

App Web Portal

Lead Retrieval

2. Configuring the service in the

Web Portal

2.1. Access the Web Portal The Administrator is the responsible of the Lead Retrieval system, and has access to all the functionalities of the Web Portal. Fira assigns the Administrator role to the person indicated in the purchase form as the responsible of the Lead Retrieval service during the event. On the first login, only the Administrator can access the Web Portal. Access the URL

http://lrback.firabarcelona.com/

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The Administrator has to log in with his/her Mobile World Congress credentials (details used for registration that have been stored in the MWC My Registration database).

ATTENTION: There’s only 1 Administrator assigned per company. For security and simplicity reasons, our recommendation is to have just 1 Administrator. If you strongly need to have more than one due to organizational reasons, please contact us at leadretrieval@firabarcelona.com.

2.2. Dashboard In the home of the Web Portal, the Administrator will see a dashboard that includes important information about the lead capturing progress and follow the performance of the team.

2. Configuring the service in the

Web Portal

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Scans and Leads statistics. A pie chart shows the leads information classified by tags. Performance chart: performance by day, including the number of leads and scans done each day of the event. Team Members: their details, such as badge number, role, and total leads to follow the performance.

What is the difference between lead and scan?

Lead defines a stand visitor. Scan defines a scanning of the visitor badge. The same visitor (lead) might keep coming back to your stand and every time the person is scanned, it will be calculated as a scan.

2. Configuring the service in the

Web Portal

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2.3. Managing Licenses

At any time, the Administrator can monitor the number of licenses that are in use in the Web Portal, in the section ‘Licenses. Pay attention not to set as free a scanning license that is in use by one of your users that is scanning at that given time as his/her App will stop working and he/she will need to log in again. In the exceptional case that the Administrator needs to change the company code for security reasons, it can be done in the same ‘Licenses’ section. For security and synchronization reasons, the new Company Code will be generated automatically and will follow certain rules, i.e. it cannot be a code of your choice. ATTENTION: Changing the Company Code means all your scanning users will not be able to Access the App until you provide them with the new Company Code. We do recommend NOT to use this functionality except if it’s strictly necessary.

Force a Scanning License as free because of an unexpected login or an exceptional event. Do it manually by clicking in the this icon.

Click here if you need to change your Company Code.

2. Configuring the service in the

Web Portal

2.4. Author Surveys The surveys that you will be able to run from the App need to be defined in the Web Portal by the Administrator. Note that you can create 1 survey in case you have a Small Business license, and unlimited surveys in case you have an Enterprise license. To create Surveys, go to the Section Surveys -> Surveys and click on ‘Add Survey’.

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‘Description’ is a field for describing what the survey is about, it will not be visible to the App user.

‘Survey Name’ is the name of the category that will be visible to the person using the App. By default select always ‘Visible’.

‘Add Questions’: Select a Question type among the 5 available (simple choice, multiple choice, small text, long text, date).

2. Configuring the service in the

Web Portal

Tick on the ‘Order answers alphabetical’ button if you want the answers to be sorted alphabetically in case of single choice or multiple choice questions. Once your questions and answers are defined, you can edit, eliminate, or sort them with the buttons at the right of each of them. Simply click ‘Save’, at the bottom of the screen when the survey is finished and it will be created. If you want to preview your surveys to see how it will look like when running it to a lead, go to ‘Viewer’ tab.

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Tick the Mandatory check box if you want this question to be answered mandatorily in order to consider the survey as complete. Leave ‘Visible’ by default, except if you want to leave out a question at a later stage when editing a survey.

Go to ‘Add Answer’ to define the answers to the question you are authoring.

2. Configuring the service in the

Web Portal

2.5. Tags When scanning a lead, the user will have the option to tag it with whatever categories and tags were previously created in the Web Portal. This can be used as a filter when having to contact potential customers after the event. Please note that only the Administrator can create new categories and tags. In order to do it, go to the ‘Tags’ section in the Web Portal and fill in the boxes. Repeat this process any time you need to create a new tag.

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‘Category name’: Choose and name a more generic field, such as ‘Interest in our products’.

‘Tag name’: Put a label that will narrow any search you might need to do after the scanning, such as ‘Interest in our App’.

2. Configuring the service in the

Web Portal

2.6. Upload Documents and Links After scanning a contact with the App you will be able to send him/her documents such as catalogues or product presentations. In order to do that, you need to upload the documents to the Web Portal in advance. Go to the section ‘Documents’. You can upload up to 10 documents and links in case you have an Enterprise license or 3 documents and links in case you have a Small Business license. ATTENTION: Please make sure your leads have permissions open for the links you send to them. 10

Upload documents or add links to documents, such as product video tutorials you have posted in YouTube or a product presentation in a Dropbox folder.

Uploaded files can be of any of the standard document formats: pdf, Excel, PowerPoint, Word, zip, etc. Uploaded files can be of any size up to 5MB.

3. Downloading the mobile App

3.1. Download the App from Google Play In case you are renting a device, you do not need to download the App as it is already preinstalled and configured on the device. On the other hand, if you are using Lead Retrieval as a BYOD (Bring Your Own Device) solution, you can easily download the Lead Retrieval App to your device from the Android Google Play market. Access Google Play store from your Android Smartphone or Tablet. Search ‘Lead Retrieval Fira’ and you will easily find the App. Click Download. Note that the App is only compatible with NFC-enabled Android 4.0 and above devices, and it must have Internet connectivity (Wi-Fi or 3G/4G or both). There’s no compatible App for other OS such as iOS, Windows Phone, etc.

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3. Accessing the App

To access the App you need to be a registered MWC attendant and have a ‘Company Code’ that has been assigned to your company. This code should have been shared with the scanner users by the person in charge of the Lead Retrieval service within your company. There are 2 steps: ‘Log in’ and ‘Input Company Code’.

3.2. Log in There are 3 different alternative possibilities for logging in:

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Scan your own badge. This is the fastest and easiest way. By approaching the mobile device to your Mobile World Congress badge, the App will retrieve your contact information and log in automatically. Note that NFC needs to be activated in your device. In case it is not, you can activate it in ‘Settings’ of your device.

Manual Input. 2 options will appear: 1. Click on ‘Badge id’ and input the 8 digit code that appears in the bottom left part of your Mobile World Congress badge. Click ‘Badge Login’. 2. Go to the text input fields ‘Username’ and ‘Password’ and introduce your Mobile World Congress registration credentials, which are the ones with which you have registered at the MWC Event (My Registration database). Click ‘User Login’.

3. Accessing the App

3.3. Input Company Code The Company Code is the common access code that all the users of a company using the Lead Retrieval service need to be in possession of. It consists of 6 characters (3 letters + 3 numbers) and should have been shared with all the scanner users by the person in charge of the Lead Retrieval service within your company. When accessing the App, a Scanning License needs to be free in order to access the service. Then the user will be granted access and the App home screen will appear. ATTENTION: There should be as many Scanning Licenses as devices will be used to scan badges concurrently. For more info visit http://leadretrieval.firabarcelona.com/en/pricing

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Introduce the Company Code in the input text field, then click ‘Validate’.

The name of the logged user will appear at the top left corner and, by clicking in the logout button, the user will be able to log out the App.

4.1. Scanning Leads The App offers 2 Scanning modes: Fast Scan and Advanced Scan. You can switch between modes by clicking on the relative buttons in the App home page. The chosen mode will appear in yellow.

For scanning, just approach the back of your device some millimeters close to the badge and it will be detected and scanned, after that, the lead information is retrieved.

4. Using the App

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Fast Scan mode: scans contacts without going to the advanced functions. It scans a contact and it stays ready for another scan. A suitable use would be hostesses scanning people at the entrance of the booth. Advanced Scan mode: scans a contact and then goes to the advanced functions (surveys, note taking, documentation sharing). A suitable use would be sales representatives scanning customers interested in a particular product. Once the lead is scanned, they could run a surveys, or share with him/her a catalogue by email.

Manual input: leads to a screen in which the user has to input the Badge ID of the contact whose information is to be retrieved. You can also introduce a lead without a badge simply by introducing his/her details manually.

4.2. Lead profile and taking notes Once a contact has been scanned in Advanced Scan mode, the advanced functions screen appears:

4. Using the App

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The user has access to see the contact details, take notes, run surveys or send documents to the lead.

By clicking on this icon, you have access to the contact information or profile. There, you have different tabs: Contact Details, Job Details, and Surveys. You can navigate this tabs to see the information. Also you can save the contact to your phone agenda directly from here.

Clicking on ‘My Leads’ button in the home of the App, you access to a list of all your leads. If you select one lead of this list, you go to his/her lead profile.

4.3. Surveys Once a contact has been scanned in Advanced Scan mode, the advanced functions screen appears, in which the user has access to see the contact details, take notes, run surveys or send documents to the lead. By clicking on ‘Surveys’ you proceed to run a survey to your lead. On ‘Surveys’, in the home of the App, you access to the surveys to visualize them and see the questions before hand for internal alignment of teams.

4. Using the App

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First you need to select a Survey from the ones you have defined in the Web Portal. In case you have defined different categories, you can also choose among them.

Run a survey by answering the different questions. You can move between questions easily and save it anytime, even if not completed. You can reopen a survey later from the lead profile and continue or edit it.

4.4. Tags There are two ways of tagging a contact:

4. Using the App

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1. Right after scanning a lead with the Advanced scan mode, just click on the label icon and choose which tags do you want to apply to that contact.

2. You can also access the list of scanned leads at any time and select a specific contact.

Tag a contact: Choose from the tags previously created on the Web Portal and they will apply to that lead. Now you can create the Tags from mobile App too!

4.5. Send Documents In the advanced functions screen (after scanning a lead in ‘Advanced Scan’ mode) click on ‘Documents’ to send documents to your lead via email. You can also do it from the home screen by clicking the ‘Documents’ icon and introducing the email of the person to whom to send the documentation. An email with links to the documents will be sent to the lead or the email provided. The user will be able to download the documents by clicking on them.

4. Using the App

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Select which documents or links to send to your lead from the list of documents that you have uploaded in the Web Portal, then click on ‘Send Documents’.

A screen will pop up with the email address of the lead you just scanned and you will be asked for confirmation.

4.6. Save as contact The scanning user will be able to easily save any lead contact details on his/her phone simply by selecting the lead and clicking on the contact book icon.

4.7. Reporting The App offers a limited reporting functionality, if compared to the Web Portal which offers a more extensive reporting and stats function. The App reporting can be accessed by clicking on ‘Reports’ from the home. You will be able to visualize stats of daily leads and scans (one lead can have several scans if it has been scanned in different occasions) corresponding to the scanner user that is logged into the App at that given moment. For more detailed reporting and leads information visualization, we suggest to access the Web Portal, which offers extensive information and stats.

4. Using the App

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Lead Stats in the Web Portal The Web Portal offers leads statistics and reporting with many options and filter. Log into the Web Portal and go to the ‘Reporting’ Section. You have the possibility to see stats such as leads or scans (each time a lead has been scanned, i.e. a lead can have more than 1 scan) per day, per hour or per scanner user. You can also see stats per Job Details of the leads you have scanned. There’s pie charts right side for easy interpretation of the data. The Administrator user has access to the company consolidated information and the stats that appear include information from all leads. If the one accessing the Web Portal is a scanner user (access is granted by entering the Mobile World Congress registration details), he/she will only be able to see information from his/her own scanned leads. ATTENTION: The scanner user has permission for a very limited functionality in the Web Portal.

5. Lead Stats in the Web Portal

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Filter per date or/and user and choose below how to visualize the information (by tags, by hour…)

6. Managing and Exporting Leads

Information in the Web Portal

Managing and Exporting Leads Information in the Web Portal

The Web Portal offers access to leads information details. Log into the Web Portal and go to the ‘Leads’ Section. You will see a list of all the scanned leads. The Administrator can see all company consolidated leads and can filter per scanner user. The scanner user accessing the Web Portal will only see his/her own scanned leads.

There are 2 reports: - By leads (all the visitors, who were scanned at your stand) and - By scans (the list of leads canned by scanner)

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Leads information can easily be exported in an Excel file for later import into your CRM, by clicking on the ‘Export’ button.

By clicking on the right side edit icon on a lead, a page will appear where all lead information details can be visualized: Contact details, Job details, Surveys, Notes.

Your leads/scans report will be generated within seconds and sent to your email

account.

For more information you can visit: http://leadretrieval.firabarcelona.com

For customer support you can contact us at:

Email: leadretrieval@firabarcelona.com

Phone: +34.93.233.27.73

Call Center schedule: Feb 20th - 26th 9AM to 18PM / Feb 27th – Mar 2th 8AM to 19PM

Fira de Barcelona

Av. Reina Maria Cristina s/n

08004 Barcelona, Spain

T. +34 93 233 2000

Leave with the trade show in your pocket!