Does the follow-up go to contacts captured without their email?

No. A lead captured from a photo alone has no address yet, so nothing leaves until you complete it. Once the email is typed in, and the consent box is ticked for a staff capture, the connection email leaves and the follow-up is scheduled from the capture date.

Who receives the evening recap?

The owner of the event campaign and every team member who captured at least one lead that day, in the evening, for each day with at least one new contact. The free personal card and campaigns with no event dates do not send one.

Automatic follow-up

The connection email leaves before they walk away, and the follow-up leaves without you

The follow-up that leaves two weeks after the fair arrives after the person has forgotten which stand you were. LeadShake sends the first email while you are still talking: a connection message from your address, with your contact card attached. A follow-up leaves on its own after the delay you set, one to thirty days, and you see whether it was opened. On an event campaign, every evening brings a recap of what the stand captured that day.

Connection email: Immediately, with your vCard
Follow-up delay: 1 to 30 days, 7 by default
Evening recap: Event campaigns, each day with a lead

The connection email

The moment a visitor submits the form, they receive an email from your address with your details and your vCard, so your contact lands in their phone with one tap. The thank-you screen offers the same card and, if you use one, your meeting link. You receive the lead at the same time, with every answer to your questions.

The follow-up, on your delay

Set a delay between one and thirty days on the campaign, and a follow-up leaves on its own for every contact captured that long ago. Seven days is the default, and three is often better after a fair: the window matters more than the wording. Add an address in copy and your colleague, or your CRM inbox, gets every email too.

Opens, on the lead page

Each email sent to a lead appears on its page with the moment it was opened, when it was. It is a signal, not a certainty, since some mail clients hide it, but a contact who opened the follow-up twice is the one to call first.

The evening recap

On an event campaign, every day that produced at least one lead ends with a recap to the campaign owner and to each team member who captured that day: how many contacts, by whom, how many still exist only as a photo. It is the number the sales manager asks for at dinner, sent before they ask.

Consent decides what leaves

A visitor who filled the form asked to be contacted. A contact captured by a salesperson in trade show mode only receives these emails if the consent box was ticked. Without an email address, or without consent, nothing leaves and the lead stays in the register for you. The GDPR page covers the legal basis.

Reminders before anything expires

Three days before an event campaign closes, its owner is reminded. Two weeks before an unused credit lapses, so is its holder. A campaign that closed keeps every lead searchable and exportable; only the capture stops. The trade fair use case follows the full week.

Questions

The connection and follow-up emails carry your name, your details, your company and your vCard, and leave from your address. They are templates, not free text, so a lead receives the same clean message whoever on the team captured them. Switch either one off per campaign if you prefer to write by hand.

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