Glossary
Lead capture
Collecting the contact details of someone you met, with their agreement, so you can follow up. It is the reverse of a business card: instead of giving your details away, you record theirs.
The problem lead capture solves is not the card you hand over. It is the twenty you are handed back, which sit in a pocket until the details go cold and the face attached to them is forgotten.
Capture reverses the direction. The person you met opens your page on their own phone and types their own details: email, first and last name, company, phone, LinkedIn, job title and a free message. Nothing is transcribed by hand afterwards, which removes the two failure modes of a stack of cards, namely the retyping that never happens and the errors it introduces when it does.
Consent belongs at the point of capture
The form carries its own consent checkbox, and nothing is written to the register until it is ticked. That places the lawful basis where the data is, rather than in a policy nobody opens, and it is what makes the record usable later.
It also settles who answers for the contact. You are the data controller of everything captured on your page, and LeadShake is the processor acting on your instructions.
Compared to a badge scanner
A trade fair scanner reads what the organiser encoded on a visitor badge, and it is rented per device per day. It works only inside that event, only for badge holders, and the data quality is whatever the organiser collected at registration.
A capture form belongs to you, costs nothing per device, works at an event and at a dinner alike, and records what the person themselves considered worth giving. When a phone cannot tap, a QR fallback reaches the same page.
Questions
A scanner reads what the organiser encoded on a badge, is billed per device per day, and works only inside that one event. A capture form is yours, costs nothing per device, and records what the person chose to give you.
Related terms
- Data controller
- Under GDPR, whoever decides why and how personal data is processed. When someone fills in your card page, you are the controller of that contact, because it is collected for your purposes.
- Campaign
- In LeadShake, one card and the register that goes with it. Your account has a default campaign that never expires, and each Event Pass opens an extra one for 30 days so an event keeps its contacts separate.
- QR fallback
- A QR code shown alongside an NFC card so phones that cannot tap, or have NFC switched off, reach the same page with their camera. Any card that relies on NFC alone loses those visitors.