BizCortex documentation

Trade fairs

Plan a fair, capture contacts at the stand and have them called after the fair.

Open the Sales app and click "Trade fairs". Calls start only after the fair, in the first calling window. The stand visit is the legal basis for every contact. A business card is not consent to email.

Who can use this

  • Owner
  • Administrator
  • Sales
  • Viewer (read only)

Steps

  1. 1. Plan a fair

    Click "Plan your first trade fair" or the new button. Enter name, city, venue, first and last day, stand, responsible in sales, country (for public holidays), language of the calls and the email consent wording. Tick "Call the contacts automatically after the fair" (needs the campaigns permission). Click "Create trade fair".

  2. 2. Open the capture page

    On the fair page click "Open capture page" on a phone, or "Copy link" and send it to the stand team.

  3. 3. Import badge scans

    Click "Import badge scan" and upload the CSV or Excel export of the lead scanner. Map the columns. Map at least phone, mobile or email, and at least company, name or email. A consent column only counts with the wording the scanner showed. Click "Import N rows".

  4. 4. Add missing numbers

    Contacts without a number show "Enter number". Type it and click "Save".

  5. 5. Follow up

    Use "Switch follow up on" or "Switch follow up off". Archive or delete the fair when done.

Fields and options

Fair status

Planned, Live, Following up, Done, Archived.

Follow up by

By default two business days after the fair.

Numbers

Contacts, In follow up, No number, Reached, Email allowed, Called.

Calls

Up to 3 attempts per contact with one business day between them.

Good to know

  • Only import people who actually visited your stand. An opted out number or address is not called.

Related