Help-Desk LeadSuccess
Our help desk provides you with all the information you need to your questions. You will find here a variety of videos, links and FAQ's. We regularly update our FAQ to keep it relevant and accurate.
FAQs
General questions
After confirming your order of any of the LeadSuccess products, you will receive an email with your access data for the APP as well as an administrator account for the LeadSuccess Portal to the e-mail address you have specified as contact person.
For a successful first login in the portal it is necessary to use the login data received by e-mail. Please log in to the portal using the following link: https://leadsuccess.convey.de/lsportal Subsequently, enter your administrator user name and password in the fields provided and confirm the privacy policy. Then click on the orange “Log in” button. The same applies to the APP. Nachdem Sie die APP aus dem OS-Store Ihres Geräts (AndroidStore, WindowsStore, AppleStore) heruntergeladen haben, geben Sie den vorgegebenen Benutzernamen und das Passwort ein und bestätigen die Datenschutzbestimmungen. Danach können Sie die APP nutzen.
If you have booked an app in combination with a mobile device (iPad or QR code scanner), the LeadSuccess app is already pre-installed and your device has been logged in with your login data.
If you have booked an app for your personal device, please download the LeadSuccess app from the relevant store before the start of the trade fair and log in there using the access data sent to you by e-mail.
On the “start page”, you will find an overview of the most important applications.
On the left-hand side of the start page is the menu that contains the various functions available for your LeadSuccess account. Clicking on the three lines will reveal the text that describes each icon in more detail.
While the administrator account is granted access to all functions, the other users are only granted limited access.
The “dashboard” shows you statistics and graphics about: number of contacts recorded and their type, questionnaire questions and answers, country of oringin, collection time and time and number of contacts for each user.
The “employee” application allows you to see and change the name, surname, username and password of all users.
“My events” allows you to turn on/off various APP-functions (like scanning of busines cards, questionnaire, attachments etc.) as well as activate the GDPR-textfield for the signature. The “my event” application is only active for yearly-rent customers and allows you to create new events.
The “questionnaire” application allows you to set up your own questions and answers while in the automatic emails application you can create your own automatic email to send to your visitors.
“Contact and events” allows you to view, search and modified contacts which you can then export in the “export” application.
The “Infodesk” application allows for an overview and comunication tool between APPs and portal while in the “options” you can change the colors of the APP and portal as well as log out.
The devices must be picked up at the LeadSuccess service counter one day before the start of the trade fair and returned on the last day of the trade fair after the end of the event. When the equipment is handed over, you will receive a short instruction/demonstration on its operation from our employee.
The app can be used on all current smartphones and tablets (IOS, Android, Windows).
To categorize potential customers, you can create and edit a questionnaire for your event in the LeadSuccess Portal. It is possible to add, delete and change the type and number of questions and answers that will be displayed on the mobile device after capturing a new contact. The preloaded questionnaire serves only as an example. Its questions and answers can be changed or deleted at any time. While the number of questions is not limited, the number of answers is limited to a maximum of 28 answer choices, depending on the question type, and depends on the type of answer you want to use. You have the option of single-choice or multiple-choice questions. After creating the questionnaire, click on the “Publish” button. After scanning a contact, the questionnaire will be displayed in the app.
Questions can also be changed and added at any time during the trade show. When doing so, please note that you click the “Publish” button after each change so that the changes are also visible in the app on the mobile devices. In addition, you should not change a meaning of a question during a trade fair.
Even during the trade fair, you can still book additional app licenses and end devices via the respective service store of the trade fair.
This varies greatly depending on the trade fair you are attending. For example, at Mesago and Messe Frankfurt events, you will receive different data depending on the package you order:
LeadSuccess Classic App, LeadSuccess Classic iPad and LeadSuccess Classic QR code scanner: first name, last name, title, company, address, country, phone, email, scan time.
LeadSuccess Premium Analysis: first name, last name, title, company, address, country, phone, email, scan time, industry, department, function, area of interest, company size.
LeadSuccess Professional Analysis: first name, last name, title, company, address, country, phone, email, scan time, industry, department, function, area of interest, company size. In addition to this data, you will also receive statistics on the industry, department, function, field of interest, company size of all visitors to the fair.
If you are unsure, please let us know the name of the event and we will inform you of the data you will receive.
The data is automatically transferred to the LeadSuccess Portal after scanning if there is an Internet connection. From there you have access to all scanned contacts.
You will need an internet connection to use the app on your personal devices. Some of the packages we offer at the show already include an internet connection, so you don’t need an additional connection for those.
The APP works even without internet connection. Even if you are offline, you can collect data and use all the functions of the APP. The data is stored in the local database of the APP until an Internet connection is restored, and then the data is automatically uploaded to the portal.
Please note that while a device/APP is offline, no address data from business cards or badges will be displayed (but will be updated once the internet connection is restored) and no data from that device will be displayed in the LeadSuccess Portal.
In addition to the data collected by scanning a ticket, business card or by manual entry, it is possible to add additional information via the questionnaire, sketches, signature for GDPR text, sound recordings and photos functions.
These functions are available with the APP, but may differ minimally if you book a LeadSuccess package with a device from us. For more information please contact us in advance.
The language of the app is preset according to the operating system. If you still want to change the language, you can do so in the app settings under “Options” in the “Account” menu item. Possible language settings are German, English, French and Italian.
After the end of the trade fair, you will have access to your recorded data for four weeks. You will also receive a reminder e-mail before the data is deleted.
The scanned data can be downloaded with the help of the LeadSuccess portal. To do this, click on the “Exports” menu item in the portal. There, the statistics can be downloaded sorted by contact, country, questions and employee. It is also possible to save contacts including PDF and audio files. It is not possible to export the data from the APP.
The data can be exported as PDF and Excel files.
Problem Solutions
First, make sure that there is an Internet connection on the end device. Occasionally, data may not be uploaded at the same time and the transfer may take a little longer. However, all your scanned data is available and stored.
Please ensure that you always log in to the current trade fair using the access data that was last sent. To do this, it is necessary to log out in your account settings and log in again with the newly received data. To do this, activate the menu item “Allow logout” under “Options” and then click on the three black dots in the bottom right corner of the menu item “Account” and then on “Logout”.
Please make sure you are trying to access with the APP user and not the portal user. Also, please verify that you are accessing with the current user/password and not an older user. Close the app or restart your device. Please be aware of any spaces when copying the password. Also, it is important to use the latest version of the LeadSuccess app. Please download it from the appropriate store or update the app.
Each license can only be used on one end device. If you have logged in on another device with your access data, the first device will be blocked. If you need additional licenses, please book them via the ExhibitorShop or contact us.
In the case of a short-term ticket purchase, it may happen that the data from the trade fair has not yet been transferred to convey. This can take up to 12 hours in rare cases. In addition, no content is displayed if no trade fair ticket has been scanned. Care should be taken to scan only tickets on which a name is available.
Please note: It is only possible to scan tickets from trade shows with which we have a contract. Please check the LeadSuccess page or contact us directly to find out which trade shows we have a contract with.
Please check the changed app access data by entering the data again in the portal and then trying to log in to the app. If this is not successful, please contact us. If you are no longer able to log in to the LeadSuccess portal, please contact us to be unlocked again.
To improve the quality of the data captured by OCR when photographing a business card, please do the following:
– Make sure you take a good picture of the business card, without shadows and not blurred.
– The bigger the image the better
– Make sure that the automatic cropping function works. If not, you probably don’t have the latest version of the APP.
Make sure that your mobile device settings allow the LeadSuccess app to access the camera and photos.
In the LeadSuccess app, under “Options”, deactivate the “Integrated scanner” function.
You may be using an outdated version of the app. Please download or update the latest version of the LeadSuccess app. Also, make sure that your mobile device settings allow the LeadSuccess app to access the camera and photos.
For a successful first login in the portal it is necessary to use the login data received by e-mail. Please log in to the portal using the following link: https://leadsuccess.convey.de/lsportal Subsequently, enter your administrator user name and password in the fields provided and confirm the privacy policy. Then click on the orange “Log in” button.
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+49(0)89 9545867-59
contact@convey.de
