How does Xopress Connect it work?
1. Simply put, using your personal device you login then scan a show license. once in the show you want to "Capture Leads". This opens up a scanner using your device's camera. Scan any QR code from the show.
2. Scanned leads occupy your "Lead List".
3. Your "Lead Detail" will contain the leads First and Last names whether you are online or off. online mode will also include address, phone number, and Email.
4. You can qualify you lead based on default or custom qualifiers, you can take notes on your lead, and you can rank the lead from zero to five stars.
If you have been online during the entire show, your leads have saved immediately to our database, and you will receive an Email 24 hours after the show has concluded with instructions to retrieve your leads. If you are working offline we ask that you sync your leads within 24 hours after the show. This will send all your leads' information to our database and populate your lead details completely on your device. back to questions...
What are the device requirements for X•Press Connect
Apple: Compatible with iPhone and iPad operating systems 3.x or higher. (*note the iPad 1 does not have a camera so you can only input badge numbers, you cannot scan.)
Android: Compatible with phone and tablet operating systems 2.3x or higher. (**note some devices using oS 4.1 (Jellybean) might experience scan failures. Check you firmware settings, the application works with Android update 4.1.1)
It is recommended that any personal lead retrieval device you use have a 3MP camera or better. back to questions...
What resolution camera is suggested for my device?
A camera with a minimum resolution of 3MP (megapixels) is fine, but we recommend 5MP or higher for fastest results. back to questions...
Can I use it on a 1st generation iPad?
Though it is not recommended, because the first generation iPad does not have a camera, you can use the device by manually entering a lead's badge number. X•Press Connect has the capability in "Capture Leads" to both scan a badge, and accept manually entered badge numbers. back to questions...
Does this App require a certain amount of memory available on my device?
X•Press Connect takes up very little device memory. The app itself requires just over 4MB of memory, a little more than 1 song. Individual leads take up very few KBs of data. You could easily capture thousands of leads. back to questions...
If I delete the App on my device after the show will it erase my leads on the phone and online?
No, as long as your leads were captured "live" or you synced your leads post show, online. The leads live on the CDS database, if you delete the app and re-download at a later date, when you log in with your ID, you will see the shows you attended, and the leads for those shows. back to questions...
Will a CDS representative be onsite in case I need assistance?
Yes there will be representation from CDS onsite for your lead retrieval needs. You can either visit our Lead Retrieval booth, Email us at leadprotechsupport@cdsreg.com (for technical questions), or call 1-800-746-9734 for assistance. back to questions...
Do you need an internet connection?
Yes (and no). Yes you need an internet connection to: Download the app, create a user ID and Log in, Scan a license, Sync leads to the CDS database. You do not need an internet connection to capture leads. X•Press Connect offers an offline mode - "Live Scan Sync? OFF". In this mode your leads are stored to your device so that later when internet is available you can turn "Live Scan Sync? ON" and upload your leads to the CDS database.
"Live Scan Sync" is located under X•Press Connect Settings. Toggle "OFF" to go offline, toggle "ON" to go online.
back to questions...
What if I don’t have an internet connection?
After logging into the app, and accessing a license, you can toggle "Live Scan Sync? OFF" and work the app offline.
You do need internet to log into the device and select your show, and ultimately to upload your leads, but you do not need internet to capture leads.
Following the show, always be sure to toggle "Live Scan Sync? ON" to sync your leads to CDS. back to questions...
What will I see on the screen if I’m in offline Mode?
X•Press Connect is designed to work just as well in offline mode as online. You can still scan the attendee's badge, rate and qualify them, and add notes. You will see their First and Last names as well. You will not see their address, phone number, and Email address until you go online and sync the application. back to questions...
If I’m in offline mode how often do you suggest I sync up my devices?
You should sync your leads within 24 hours of the show's conclusion, but we recommend doing a sync every night. back to questions...
Does CDS have a wireless network at the lead retrieval desk that I’ll be able to sync my leads with should I not have internet access?
No, we do not have wireless internet available at our booth. back to questions...
Who do I contact about wireless internet at the show?
Please refer to your exhibitor manual. back to questions...
Will I still be able to type in notes and qualifiers after I scan the QR code if I’m in offline mode?
Absolutely. X•Press Connect was designed to work in both offline and online modes. back to questions...
Can I customize the qualifiers?
Yes, you can customize the qualifiers. The qualifiers can be displayed in 2o checkboxes or survey style with 2o question and 3o answers a piece. back to questions...
Is there a character limit for the qualifiers?
Yes, 22 characters for survey questions and qualifiers. back to questions...
Is there a character limit to how many notes I can type?
Yes, 25o characters is the limit. back to questions...
Are the scanned leads shared through all devices?
No. Leads are linked to a user ID.
Example: User A scans 20 leads on an iPhone, logs out then logs into an iPad. User A still sees their 2o leads on the new device. User B scanned 10 leads on another device and logs into the same iPhone User A just logged out of, User B only sees their 1o leads. back to questions...
How do I get my leads?
Your leads will be in a csv file and are accessed on our website with your secure login information back to questions...
What format will my leads be posted in?
Your leads can download into Microsoft Excel CSV format. back to questions...
When will I get the login information to view my leads?
All login information is sent within 24 hours post show. You can easily access your leads during the event (as long as you are in online mode) by visiting www.xpressleadpro.com/leads and entering your show code, exhibitor ID (confirmation number) and the email address that was used to place your order. back to questions...
Will the leads be combined into one file from all devices?
Yes, you will be able to merge all the data files from various users and devices to create one "combined" file. back to questions...
If I make a change to a lead after it’s been posted will that information be updated?
During the live event only. Scans are read only post event. back to questions...
Will I be able to edit or add notes to my scanned leads on your online site?
No. back to questions...
Will I be able to tell which person scanned the lead by a device id?
Yes. From the download page the user's ID is listed next to their lead file and within the download we include User ID per lead line item. back to questions...
How long will the leads be available online?
Your leads will be available for 6o days post show. back to questions...
How long are the leads on my phone?
Your leads will appear on your device whenever you log in using an ID that captured leads. The only difference is recent activity shows up under "Active Shows", and older leads show up under "Past Shows". You can find this when you initially log in under "Licenses", or from "Settings"... "Licenses". back to questions...
Can I delete a scanned lead on my device?
No. Currently that function does not exist. back to questions...
Will I need to purchase another license at other events?
Yes. Your license is good for a single event. back to questions...
How many additional licenses can I purchase?
As many as you want though for simplicity sakes we recommend one license per user per device. back to questions...
Can I create one account and use it on multiple devices?
No, each device must have a unique email address associated with it. back to questions...