{"id":8533,"date":"2024-04-29T07:12:48","date_gmt":"2024-04-29T07:12:48","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=8533"},"modified":"2024-04-29T07:14:03","modified_gmt":"2024-04-29T07:14:03","slug":"best-way-to-capture-leads-at-events","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/best-way-to-capture-leads-at-events\/","title":{"rendered":"Best way to capture leads at events from your phone \u2013 for free!"},"content":{"rendered":"\n<p>Events, exhibitions, and trade shows are great places to find new leads for your business.<\/p>\n\n\n\n<p>However, they\u2019re only worth your time and financial investment if you\u2019re well prepared on <strong>how to capture leads at events efficiently<\/strong>.<\/p>\n\n\n\n<p>If you struggle with an inefficient event lead capture process, it can also slow down your subsequent follow-up activities with those leads, thus lowering your chances of converting them.<\/p>\n\n\n\n<p>So let\u2019s dig into how you can solve this problem quickly. We\u2019ll show you how to capture leads at your events so you can easily access, manage, and contact them later. Plus, get tips on how to maintain their interest and attention <em>after<\/em> the event.<\/p>\n\n\n\n<h2><strong>\u26a0\ufe0f Common issues with capturing leads on-site<\/strong><\/h2>\n\n\n\n<p>You probably find it time-consuming to manually transfer your event leads to your phone or CRM after the event has ended.<br>This often happens when you\u2019re using Google Forms or its equivalent to capture leads on-site. At the end of the day, you may have collected a lot of leads, but they sit in some spreadsheet or online database \u2013 <strong>not where you need them to be to implement your sales follow-up<\/strong>.<\/p>\n\n\n\n<p>Their details still need to be sorted, assigned, and transferred to the phone of the person who will be following up \u2013 and many sales teams still do all of these tasks manually.<\/p>\n\n\n\n<p>By the time they get to it, a few days or weeks may have passed since the event. This only makes it more difficult for you to convince leads to buy, because they lost interest or forgot about you.<\/p>\n\n\n\n<h2><strong>How to capture new leads effectively at your event<\/strong><\/h2>\n\n\n\n<p>Here\u2019s a faster way to capture lead information at events. You can easily set up a Privyr Lead Form on your phone \u2013 for free!<\/p>\n\n\n\n<p>When someone fills out your form at an event, <strong>their details will be instantly sent to your mobile phone<\/strong>. And you can quickly send them a template message you prepared for this event via WhatsApp, iMessage, and more.<\/p>\n\n\n\n<p>This Lead Form is integrated with Privyr mobile CRM. You can even automatically tag new leads when they get sent to your phone, so you know which category they fall into (e.g. <em>Leads from Road Show A<\/em>, <em>High Value Buyers<\/em>).<\/p>\n\n\n\n<h3><strong>Creating a Privyr Lead Form on your phone:<\/strong><\/h3>\n\n\n\n<ol>\n<li>First, <a href=\"https:\/\/www.privyr.com\/signup?ref=universal\" target=\"_blank\" rel=\"noreferrer noopener\">create a free Privyr account here<\/a> if you don\u2019t already have one.<\/li>\n\n\n\n<li>Open the Privyr mobile app \u2013 available for both iOS and Android phones.<\/li>\n\n\n\n<li>Go to your <strong>Account <\/strong>and find <strong>Lead Forms<\/strong>. This is where you can create or edit your Lead Forms in Privyr.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"802\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/how-to-create-lead-form-in-privyr-1024x802.jpg\" alt=\"how to create event lead form in privyr\" class=\"wp-image-8539\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/how-to-create-lead-form-in-privyr-1024x802.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/how-to-create-lead-form-in-privyr-300x235.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/how-to-create-lead-form-in-privyr-87x67.jpg 87w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/how-to-create-lead-form-in-privyr.jpg 1482w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/how-to-create-lead-form-in-privyr-300x235@2x.jpg 600w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/how-to-create-lead-form-in-privyr-87x67@2x.jpg 174w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2><strong>How to use the Lead Form on the day of your event:<\/strong><\/h2>\n\n\n\n<p>So how can you share this Lead Form and encourage people to fill it out on-site for maximum efficiency? Here are our recommendations!<\/p>\n\n\n\n<p><strong>Each Privyr Lead Form you create comes with their unique link and QR code. <\/strong>You can:<\/p>\n\n\n\n<ul>\n<li><strong>Set up a tablet or laptop with the link to your Lead Form open. <\/strong>This way, the participants won\u2019t need to open your link themselves or try to get their QR code scanner to work. If they agree to share their contact information, you can just ask them to use the tablet you\u2019ve set up. This method reduces friction so you can capture a lead successfully!<br><\/li>\n\n\n\n<li><strong>Screenshot the QR code and set it as your phone screen. <\/strong>This will come in handy when you\u2019re walking the floor and jumping into unexpected conversations along the way. If you\u2019re having a particularly interesting conversation, you can ask them to share their contact details for further discussion.<br><\/li>\n\n\n\n<li><strong>Print the QR code and display it at your booth. <\/strong>Remember to include a clear and enticing CTA on the print, so even those people who walk past your booth while your team is busy will be convinced to leave their details.<\/li>\n<\/ul>\n\n\n\n<p>When a person visits your link or scans your QR code, here\u2019s how the form would generally look:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"713\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/privyr-lead-form-example.jpg\" alt=\"privyr event lead form example\" class=\"wp-image-8540\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/privyr-lead-form-example.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/privyr-lead-form-example-300x209.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/04\/privyr-lead-form-example-300x209@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can customise the Lead Form with your preferred images, description, and thank you text. During setup, you can also specify how you want the lead who fills out a specific form to be tagged in Privyr CRM.<\/p>\n\n\n\n<p>Want a more detailed walkthrough? <a href=\"https:\/\/help.privyr.com\/knowledge-base\/privyr-lead-forms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Check out our help guide for details<\/a>, or watch this YouTube tutorial on how to use Privyr Lead Forms:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Use Privyr Lead Forms | Privyr App Lead Generation Tutorial [Part 1]\" width=\"770\" height=\"433\" src=\"https:\/\/www.youtube.com\/embed\/0H_wiLy4pB4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2><strong>How to keep leads interested and engaged after the event<\/strong><\/h2>\n\n\n\n<p>The short answer is regular follow-ups! Even if a person seemed super enthusiastic when talking to you at the event, <strong>it usually takes a couple of touchpoints before you can convert them<\/strong>.<\/p>\n\n\n\n<p>More importantly, you should not wait too long before contacting your new event leads \u2013 <strong>ideally on the same day you received their contact details<\/strong>, rather than weeks or months later. The longer you wait, the harder it will be to get the conversation going.<\/p>\n\n\n\n<p>To speed things up, you can save and send a message template via WhatsApp or iMessage through the Privyr app, so that the message can be auto-personalised for your event leads. <a href=\"https:\/\/www.privyr.com\/blog\/whatsapp-introduction-messages\/\" target=\"_blank\" rel=\"noreferrer noopener\">Check out 20 of our best WhatsApp introduction message templates here.<\/a>&nbsp;<\/p>\n\n\n\n<p>If you\u2019re out of ideas on how to consistently engage your leads beyond the first outreach, check out one of our tried-and-true message scripts below.<\/p>\n\n\n\n<ul>\n<li><a href=\"https:\/\/www.privyr.com\/blog\/whatsapp-follow-up-message-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">20 WhatsApp follow-up message templates for sales<\/a><\/li>\n<\/ul>\n\n\n\n<p>Want a more structured follow-up plan? Save these follow-up templates that can be sent in a sequence:<\/p>\n\n\n\n<ul>\n<li><a href=\"https:\/\/www.privyr.com\/blog\/follow-up-sequence-to-convert-new-leads-in-real-estate\/\" target=\"_blank\" rel=\"noreferrer noopener\">5-step follow-up sequence to engage and convert new real estate leads<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/www.privyr.com\/blog\/follow-up-sequence-to-convert-new-leads-in-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">5-step follow-up sequence for new insurance leads<\/a>&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Feel free to customise these scripts for your business and event in the Privyr app before sending.<\/p>\n\n\n\n<h2><strong>Summary<\/strong><\/h2>\n\n\n\n<p>It\u2019s a huge time-saver to have all your lead forms, leads, and sales scripts saved in a place you can easily access at any time of the day \u2013 your phone.<\/p>\n\n\n\n<p>With Privyr, you can quickly create beautifully designed Lead Forms for different events without needing additional tools or complex setup.<\/p>\n\n\n\n<p>The app also goes one step further by helping you engage your new leads effectively with automatic follow-up reminders and one-touch auto-personalised messages for WhatsApp, iMessage, and more.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.privyr.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sign up for Privyr today \u2013 it\u2019s free!<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A super easy method for event lead generation. Instantly capture leads at events &#038; trade shows from your phone with this free tool.<\/p>\n","protected":false},"author":8,"featured_media":8535,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[469,978,789],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Best way to capture leads at events from your phone \u2013 for free! - Privyr Blog<\/title>\n<meta name=\"description\" content=\"A super easy method for event lead generation. 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