Tutorial

How to Set Up a QR Code Lead Capture System in Google Sheets

Follow these simple steps to turn a spreadsheet into a professional lead retrieval tool for your next trade show or expo.

Prepare Your Lead/Attendee Database

Open a new Google Sheet and list your expected attendees or invitees. Ensure you have columns for their essential info (Name, Company, Email). Add extra empty columns for the data you want to capture on-site, such as 'Lead Score', 'Follow-up Notes', or 'Product Interest'.

Generate & Distribute Badges

Open the QR Code Ticket add-on. Select the columns you want to display on the scanning device. Click 'Generate' to create unique QR codes for each person. You can then mail merge these into PDF badges to print, or email them directly to attendees as digital passes.

Scan and Qualify on the Floor

Have your team download the check-in app and link it to your sheet. When a visitor approaches your booth, simply scan their badge. The app will pull up their details, and your team can instantly add notes or rate the lead in the custom fields you created, directly on the device.

Ready to start?

It takes less than 5 minutes to set up your first event.

Open Google Sheets Add-on