User guide AddLeads
Contents
1. lt Cancel Next gt Oa pi Company Salutation Special title Firstname Lastname E Mail Address Zip Code City s Q E es Data 1OS iPhone iPad Android Smartphone Tablet Alternatively you have the option to scan the business card of the guest to fill the contact fields After filling out the contact details please click on Next to proceed to the selected lead sheet When all fields have been filled out together with the contact person e600 Vodafone de 10 35 mo eee00 Vodafone de 10 35 gt gt e eeco Vodafone de gt 10 35 gt lt Cancel lt Cancel Next gt lt Cancel Salutation nt d Special title Enquiry Enquiry Firstname John New client v New client v Lastname Doe Regular client Regular client E Mail john doe com M l 1 Address essegel nde Commen Donasi Zip Code Hannover City 30177 immediately Y immediately va Country Germany later later Phone number within 12 months within 12 months e Q E m Q lt sa Q E es Data Lead Lead 19 Please click Next again to receive a list of the previously generated email templates Select the appropriate email and click in Save lead to finish the lead registration and send out the selected email to the contact person ee00 Vodafone de 10 35 lt Cancel CHOOSE THE EMAIL TEMPLATE THAT THEY WOULD SEND TO YOUR CUSTOMERS XX Ny WH KR B Standard Response German Standard Response English Vie2. Dr E Not specified JobPosition 63 64 E Managing director Board member Head of an authority EB Department head Group head E Other salaried staff other public servic Other position E Not specified Country 81 82 9 09 9 09 Country E Not specified W Vietnam W Germany Sectorofindustry 9 09 9 09 Sectorofind ustry EB Public administration and services Other company providing services or freelance services E Not specified Language 100 00 0 00 Language E Not specified W German 16 amp AddLeads App You can log in to the app with your web interface details For additional app users you will need to install the according accounts within the web interface by following the guideline in the step Installing app users When the user has downloaded the AddLeads app to his 10S or Android devise he needs to log in with the account details provided in the email he has received 0000 Vodafone de 10 32 gt gt Dear Sir dear Madam You have been granted authorization a to use the AddLead app an application which allows you to record visitor information during Hannover Messe and to export it using the associated Web portal Password Login Click here to complete your registration QwERTYUIOP Link AISIDIFIGIHIJIKIL Sincerely ZXCVBNM Deutsche Messe AG 123 0 space return Project Manager Exhibitor Services Sales Consultancv e
3. Add files Images You can also drop files in the area below They will be uploaded directly Images jpeg jpe jpg gif png 0 m Germ n Fortschritt Dateien hinzufigen Sie k nnen auch per Drag amp Drop in den unteren Bereich Dateien automatisch hochladen lassen Bilder jpeg jpe jpg gif png 1 Dateien auf der Seite 1 m Deutsch Testbild jpg picturejsele ction i a In the last step you need to specify the email details such as Subject and Sender Image 12 Please fill out the according field Additionally you can add attachments by clicking on Add files and selecting the required file The file should not be bigger than 2 MB E Mail Template designer bij 1 Global settings Event 2 Body 3 Mail info Define the tent Choose the project and layout for this template Subject Danke fig Thank You Sender name addLeads Gig addLeads Sender email addleads50 trashmail de CE BCC Attached files Dateien hinzufiigen You can also drop files in the area below They will be uploaded directly Required cance Image 12 Complete your email template by clicking on Finish The newly create email template is now available from your selection list as well as in the AddLeads app To edit an existing email template please select edit in the selection list 10 Installing app users After having created your lead sheets and email templates you can add the lead ap
4. available in this list User Test Settings addFatnew aA leadsheet s Add Lead Sheet EB Display select ______ eadsheets Leadijsheets camara Operations Name Status Language Use editiexisting Standard Leadsheet Active German English leadsheet Standard Leadsheet Active German English Showing 1 to 2 of 2 Image 1 You can now select an already existing lead sheet adjust the content of the sheet with the Edit button or add a completely new one To add a new lead sheet please click on Add Lead Sheet above the list of sheets As a first step you will have to decide whether the lead sheet should be available in German and or in English Now you need to name the lead sheet The name you choose will be shown in the AddLeads app later on You can stet a lead sheet active or inactive with the status field Lead sheets that are inactive will not be shown in the AddLeads app In the next step you are shown the standard fields which will integrate in every lead sheet You cannot make any modification on these fields By a click on the Next button you get to the next step Image 2 Leadsheet editor The displayed information contains the standard contact details and is included in each lead sheets The details can be filled by scanning the exhibition ticket or business card of the contact person or by filling them out manually It is not possible to edit these fields in the lead sh
5. from the list by 14 checking the boxes in front of the respective leads or choose the option Select all by using the checkbox next to Operations After that you can call up the statistic with a click on Statistics Image 16 ia Deutsche Messe Sele ctaFoadsy Q current selection z Save Selection p 3 statistics Addlead 93 Send E Mail s Export x Deleteselected B Display aa Statistics 2 selection Company phone Special Zip Code Job number Sector of Company Operations Company Y Salutation Y title Y Firstname Y Lastname Y X City Y Country Y Language Y Fax Y Mobile Y Job function Y Position Y T industry Y size Y Select all Managing x Deselect all director Research Dua oar DH Mr Dr Max Muster German 0123456789 Development Bet 51 100 Select on page D s ee esign Head of an Deselect on page authority z 3 Soe Other Q ABC GmbH Ms Manuela Muster German 0123456789 Telecommunication W 51 100 position Image 21 In the statistic you can select data typist the time period and the fields you want to show in your statistic You choose the data typist about a drop down menu You select any individual data typist or all data typist together In addition to that you can define the fields you want to consider in your statistic All fields are considered by default If you don t want a field in your statistic you switch the relevant field from the right cleavage to the left one by drag amp drop Afte
6. Name Freetext Dragj amp Drop Investment time frame immediately Field Name Freetext within 6 months within 12 months later Field Name Dropdown 1 v Delete Edit Checkbox Group Not selected Y Investment volume Selected Image 6 If you have finished adding all elements for your lead sheet you need to confirm your specifications by clicking the button Save lead below the lead sheet Your created lead sheet is now available in your lead selection in the back end as well as in the AddLeads app If you want to edit one of the existing lead sheet simply click on the edit icon below Operations in the lead list You can now edit each of the elements or add new field types Please confirm all changes by clicking the Save Lead button Generating and editing e mail templates Aside of the lead sheets you can also add and manage a variety of email templates through the web portal You can either select New and then E Mail from the menu bar to add a new mail template or select E Mail from Settings to view and manage a list of available email templates You can edit existing template or create completely new ones by selecting Add template above the list Image 7 User Test Settings Addje maill SCICCt mmi E mail template E mailp s Addtemplate 8 Display Operations Name Subject Event Sender name Sender email Layout CC Ten Use BCC editiexisting e mailitemplatese Thanks fo
7. O User guide AddLeads Index Teon a a e a a E E E gare neaneraapatonunens 2 Losmand use ortho Web Inter oE on E aac apcien pun izeieasnaumne anes 2 Gonera ne anded A CCUG sier R E apeonentvarbansectedouee 3 Generating and editing e mail templates sis vsasesinvinsutiossdwoatonieveoaseoniwspsepesnstiasdneevodermouseaniwsasndesesguecsnoemsedaoto 7 E OSC a E E E E E E O 11 Exporune the penerated TeadSicsreresn a ners cngenanec yaar cmeaseser eo caee ees 12 DEOL S LCS aire ses pucgo atrazine E A unmnoeen ane auy eatacs 14 PEIE AS PAOD E O A A E E T E T 17 do Technical advises The AddLeads App supports 1OS 7 and higher It s not possibile to install the app to 10S devices running an older version You can install the app to an iPad iPad mini and iPhone running 10S 7 or higher The AddLeads android App supports android 4 0 and higher If you install the app on devices running an older version it may causes problems The best user experience of the AddLeads portal will be performed by using the latest version of Chrome or Firefox Using the Internet Explorer ab version 10 0 may result in reduced functionality of the AddLeads portal Older versions of Internet Explorer are not supported and may cause strong restrictions on the use of the AddLeads Portal If the execution of JavaScript is blocked a complete operation of AddLeads portal is not possible Login and use of the web interface When you order AddLeads from the OBS you will r
8. e Custom Field M additonal value Cancel save Element Image 4 Field name allows you to label the element If you like you can also pose it as a question Image 5 If you select a field type that includes a selection value such as a dropdown list you will need to specify these values so they will be available for selection in the lead sheet To add additional values please click on Add Value Leadsheet editor a English Standard Leadbogen Drag Fileds from the right into the questionare Delete Edit Label Angaben zum Kunden ga Client details Client details Regular client New client eif Values InfoText aia Enquiry Bestandskunde fig Regular client Label Neukunde ga New client Anfrage fig Enquiry cc Image 5 After you have specified the element you need to confirm your specifications with the Save Element button The element you have Just created is now part of your lead sheet and you can continue by adding more elements All elements of the lead sheet can be edited or deleted afterwards Do to so simply select the according button above the element You can also change the order of the elements by moving the according element via drag amp drop to the desired position Image 6 Leadsheet editor Standard Leadbogen Drag Fileds from the right into the questionare Delete Edit Freetext Client details Regular client New client Enquiry Field Name Freetext Delete Edit Comment Field
9. eceive an email with a link to the web interface where you will need to confirm your account by giving yourself a password Afterwards you will be able to log in to the web interface with your username the email address you provided in the OBS and the password you have given yourself The same login details give you access to the AddLeads app Please note that you will need to create additional accounts for the additional users of the app The web interface will enable you to install users for the AddLeads app create and edit lead sheets and export your leads after you have compiled them with the AddLeads app When you log in to the web interface you will see the co called Dashboard Here you will find general information about the event as well as a graphical display of your collected leads In top area you will find the menu bar By clicking on Leads you will receive a list of all collected leads The menu item New lets you create new lead sheets email template or app users Through Settings you are able to manage the according elements respectively Generating and editing lead sheets To add a new lead sheet you can either use New in the menu bar and select Lead sheets or you can use the menu item Settings and select Lead sheets from there Image 1 From here you can manage already existing lead sheets or add new ones After your first login you will already find a standard lead sheet
10. eet editor Fields for additional information can be added in the next step Company Salutation Special title v Firstname Lastname Image 2 After the standard fields you will have to specify its content For this you have different field types such as dropdown lists checkboxes and so on to your disposal Image 3 Deutsche Messe tlh fe A C GR User Test Leadsheet editor sa Englr h Drag Fileds from the right into the questionare Delete Edit Freetext Question No 1 Field Name Freetext user drag amp drop to selectithe according fieldjtype Field Name Freetext Field Name Freetext m Field Name Dropdown 1 z Checkbox Group Not selected 7 Selected Image 3 You can find the available field types on the right side of the screen and use drag amp drop to pull them into your lead sheet on the left These only show an example how the current fields can look like Each selected field type will later on appear in the according lead sheet in the AddLeads app so it is important to name each field accordingly As soon as you pull a field type into the lead sheet an editor will appear on the right which allows you to specify the element Image 4 Leadsheet editor Big English Drag Fileds from the right into the questionare Detaie Eas 1 name field a Label EE Question No 1 InfoText og 2 specify Delete Edit value i Values sja Field Name Dropdown 1 33 EOE Eo Creat
11. g 77 9 kB 13 Lead list Export selected guests Export the whole guest list Image 17 Now you get you files in a zip file 4 rae Name Datum Typ Gr e Markierungen EE Desktop Li Name of fair Files 29 04 2014 16 44 ZIP komprimierte 90 KB ie Downloads Zuletzt besucht Image 18 You have to extract unzip the zip file Than you get a new folder with all you exported data N e Japy i y Gr e V cierunae vir Favoriten uane y Rleasejusejthis folder Typ a EE Desktop J Name of fair Files 30 04 2014 16 08 Dateiordner ib Downloads 4 Name of fair Files 29 04 2014 16 44 ZIP komprimierte 90 KB Zuletzt besucht Image 19 The folder includes the excel file which show you all of your exported data F1 v fe Signature Image Filesjopenjbysclicking thejlin Firstname Lastname E Mail Audio File Business card Signature Image 2 Stephan Keil keil eventit ag Keil_audio_534644661fdaed3f7d8b4588 m4a 36 8 kB No file Keil_signature_534644661fdaed3f7d8b4588 jpg 77 9 kB 3 Image 20 By clicking the link you open the corresponding file Important note Opening the files by clicking the link in the excel file only works as long as the files and the excel file are located in the same directory Statistics To get a statistic you have to select the leads you want to show in your statistic You can select you leads by a click on Leads in the menu bar Now you can select individual leads
12. len Dank German Test German Test English Send no email QO ff Follow Up CHOOSE THE EMAIL TEMPLATE THAT TH WOULD SEND TO YOUR CUSTOMERS XX X WH KR BW ee00 Vodafone de 10 35 lt Cancel Standard Response German Standard Response English Vielen Dank German Test German Test English Send no email Oo E By clicking manage leads you will see a summary of your collected leads The results in NOT YET UPLOADED have not been sent to the portal By clicking a lead you can edit it This is done simultaneously as creating a lead At the end it is automatically synced with the portal 0000 Vodafone de 3G 14 31 ia Logout Manage leads New lead tatistic eeeee Vodafone de gt 11 46 lt Back NOT YET UPLOADED No data available ALREADY UPLOADED A Doe John Deutsche Messe e000 Vodafone de lt Cancel Salutation Special title Firstname Lastname E Mail Address Zip Code City Country Phone number x Q Data 10 35 2 a Next gt John Doe john doe com Messegelande 1 Hannover 30177 Germany a X 20
13. ns available for example sending out your customized emails To export your selected leads please select Export to open the corresponding module Deutsche Messe lili r i User Test 1 Selecte Leads gt Q current selection Save Selection Choose 3 export 2selection i Send E Mail s Export Delete selected BB Display ations Company Y Salutation Y Firstname Y Lastname T Country Language YT Job function Job Mr Astest Bolivia German Planning Work preparation Prol x Deselect all German Select on page Ciian x Deselect on page German 7a German F FO German F Ea German FQ German Ee German F Ea German F 7a German mm Fa Mr Katelyn Allison English Image 14 You now have the option to either select an already existing export template or create an individual one You can see a preview of how your Excel export will look in the preview window You can select all fields from your lead sheet for your export Simply use drag amp drop to move the according field from the selection list on the left to the right side You can also change to order of the selected fields by moving them via drag amp drop to the desired position 12 Standard Export template You selected 2 lead s for export Here is a preview form your export E G A B C D E H forene company Nachname Eman preview 2 Max ABC GmbH Muster Max muster de 3 Manuela ABC GmbH Muster manuela muste
14. our graphical element with an image you can select an image from the selection list which you can find on the right side of the screen under the flag Images Image 11 amp 11 If your image is not already available in the list you can add it by clicking on the button Add files and uploading your image You can then use drag amp drop to move your image into the according graphical element Please confirm your customization of the content by clicking Next E Mail Template designer 1 Global settings Event 2 Body 3 Mail info Choose the project and layout for this template Define the content of your template Define the mail informations Text and Image left Add text with image left section it was a pleasure to welcome you at our fairbooth texty grafic Best regards elements The Organisaiton Team Please enter your text here avs EE Image 10 E Mail Vorlagen Designer 1 Globale Einstellungen Veranstaltung 2 Inhalt 3 Mail Infos eranstaltung und Layout festlegen Inhalt Ihrer Vorlage E Mail Informationen Text und Grafik links a gt e Add text with image left section ame 4 3 vielen Dank fir Ihren Besuch auf unserem Stand Wir haben Ihre Daten mittels AddLeads erfasst und werden uns in der Nachbereitung mit Ihnen in Verbindung setzen Mit freundlichen Gr en Ihr Messeteam Bitte geben Sie Ihren Text hier ein Abbrechen Weiter Image 11 Progress men
15. p users Select New and then User from the menu bar or alternatively Settings and User In the list of already existing users please click on Add new user Image 13 Deutsche Messe oll ie Ww 9 User Test Settings Addjnewuser Addnewuser i Deleteuser f Display SelectitUsert ead sheets E Operations Email Roles Is ae User im admin eventit local Yes C Showing 1 to 1 of 1 Image 13 Fill out the email address of the desired user and click on Save The app user is now available in the user list He will receive an email containing a link to the app download as well as his login in detail for the app You can deactivate or delete a user from the user list under Operations You can also delete one or more users by selecting the checkbox in front of his email address and then use the Delete user button You need to confirm this action by clicking on Delete 11 Exporting the generated leads After you have generated your leads via the AddLeads app you have the option to export those contacts into Excel To receive a list with all previously generated leads simply click on Leads in the menu bar You can now either select individual leads from the list by checking the boxes in front of the respective leads or choose the option Select all by using the checkbox next to Operations Image 14 After selecting your leads you have a variation of actio
16. r de Select the columns of the leads list you want to export Salutation C Title C Special title C Zip Code City Country Language Leads Time started 7 Leads Time finished Image 15 fieldjselection viajdrag amp drop C Address Al C E Mail Drag the fields from the list on the right to export them Vorname Company C Nachname The preview window will show your changes in real time Image 15 To export the lead attachments businesscard signature or audiofile you have to select coactive the fields businesscard signature and or audiofile Here is a preview form your export A B c D E F G i rename tastname emal E T card keil eventit ag Keil_audio_534644661fdaed3f7d8b4588 m4a 36 8 kB No file 2 Stephan Keil 3 Select all Select the columns of the leads list you want to export Sector of industry Company size Data typist Client details How much influence do you have on purchasing decisions Investment plans Investment time frame F Comment Investment volume concretely interested in the following products Image 16 You can export your selected leads and the attachments by clicking the Export selected guests F F Deselect all These fields will be exported Firstname Lastname E Mail Audio File Business card Signature Image Keil_signature_534644661fdaed3f7d8b4588 jp
17. r logging in to the app the main menu will appear From here the ia Logout user can register a new lead by clicking on the New Lead button AddLeads 2 0 APN ect l Ri s New lead Lead Manager Statistic 17 000 Vodafone de 10 33 gt 000 Vodafone de 10 33 2 m The lead sheets you have previously ee Sil 7 aaka generated within the web portal will be SELECT LEAD TEMPLATE mi a shown will be shown in a selection list for the af Sinda Laadbogen iha user to choose from Salutation 4 oe seaesnes Special title Firstname Lastname E Mail Address Zip Code City uc Q E es Data j After selecting the required lead sheet the user have to collect the main details from the lead contact This can be done manually or with the Scan function allowing the user to scan the exhibition ticket of the contact and receive all details provided during the registration Fields that have not been considered during the registration can still be filled out manually by the app user 0000 Vodafone de F 10 33 eee00 Vodafone de 10 35 lt Cancel Next gt lt Cancel Next gt Jat p O Salutation Special title Salutation Firstname John Special title Lastname Doe Firstname E Mail john doe com Lastname Address Messegel nde 1 E Mail Zip Code Hannover Address City 30177 Zip Code Country Germany City Phone number a Q a Data e Q E es Data 18 e6000 Vodafone de 10 33 a
18. r that you have to reload the statistic via clicking the Refresh button Image 17 Lead statistic You have selected 0 Leads Please choose your options Please choose a data typist You evaluate the statistic for one data typist or for all All j 1 datajtypist From 2014 03 10 00 00 3 fieldjselection c 2 timejperiod Till 2014 03 14 23 59 Please choose This will be in the statistic Country C Salutation C Language C Special title Sector of industry C Job function C Job Position dragy amp drop Af Z Company size Image 22 The statistics will be shown as bar charts There is one graph for each field and the values will be shown in percent If you move the cursor over the bars you will see the specific numbers Image 18 Leads that have no select value in the relevant field will be concentrated under not specified and also considered in percentage 15 At this Point you can also evaluate fields which contain multiple choice like multi checkboxes Please consider that the percent could be above 100 for these fields Statistics for 11 Leads Salutation 63 64 27 27 9 09 Salutation E Not specified Mr EE Ms Jobfunction 63 64 18 18 9 09 9 09 E EDP IT Management WB Telecommunication E Research Development Designii Not specified Jobfunction Image 23 Specialtitle Specaitts 90 91 Not specified 10 absolute value 9 09 Speciaititie
19. r visiting us AddLeads addleads miovent de Standard Lead German English Showing 1 to 1 of 1 Image 7 When creating a new email template you need to name the template and select in which language it should be available Image 8 E Mail Template designer Ta 1 Global settings Event 2 Body 3 Mail info Choose the project and layout for this template Define the content of your template Define the mail informations Name Standard Response Language 4 German 4 ga English Required carca Image 8 After clicking on Next you need to specify the content of the email template By default a text field is provided which already includes a placeholder for salutation Please fill in your additional text accordingly If you would like to add a graphical element into your email you can also select an image field or a combined field for your template To do so simply click on the according icon above the email editor Image 9 User Test E Mail Template designer 1 Global settings Event 2 Body 3 Mail info Choose the project and layout for this template Define the content of your template Define the mail informations T ex ti ant d elements itwas a pleasure to welcome you at our fairbooth Best regards The Organisation Team Image 9 Addjfiles i sis English Progress Fields Images You can also drop files in the area below They will be uploaded directly To fill y
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