Tracking Leads in MeetMax

Companies at your event want to keep track of the Attendees who show interest in them. MeetMax gives Companies an exportable tracking page of these Leads.

Where is it?

As an Admin, you’ll administer Lead tracking from the Company List:

Companies at your event will log into MeetMax and head to the Leads tab:

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Choosing Lead Types to track

MeetMax can track all of these ways an Attendee can signal their interest in a Company:

Bookmarked: The Attendee bookmarked the Company’s record for later reference.
Presentation Interest: The Attendee signed up to attend the Company’s presentation.
Presentation Scan: If your event uses our ScanTracker service, this Lead Type tracks when an Attendee’s QR code is scanned at a Presentation.
Webcast View: The Attendee viewed one of the Company’s webcast presentations.
Requested: The Attendee sent a meeting request to the Company.
Scanned: If your event uses our ScanTracker service, this Lead Type tracks when an Attendee’s QR code was scanned - perhaps while visiting a booth, or attending a 1x1 meeting.
Viewed: The Attendee viewed the Company’s Profile page.

You might want to track some or all of these Lead Types, depending on your event.

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Setting up the Leads report

You’ll configure Leads tracking from your Admin account. This setup influences what Companies will see in their MeetMax accounts.

Step 1. Head to the Company List page:

Step 2. Go to any Company’s record. Use the Action menu to choose Leads:

Step 3. On the Leads page, click the Settings button:

Step 4. In the pop-up, you’ll set the Lead Types that will be tracked for your event. Uncheck any box you don’t need. Then click Submit:

You can configure your event so that Attendees can opt out of having their contact details shared. If you’re using this option, click the checkbox at the top of this pop-up. That will exclude these Attendees from Lead tracking.

You’ll notice that your Admin view now reflects only the Lead Types you chose:

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What a Company sees

When a Company logs into MeetMax, they’ll head to the Leads tab. It contains all the Attendees who’ve taken one or more of the Lead Types actions.

The visible Lead Types are the ones you set in your Admin account:

Companies can filter the Leads list - they can check or uncheck the Lead Types boxes, then click Apply:

In the Company Name column, each entry is a link to that Attendee’s profile details:

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Adding more data to the Leads report

From your Admin account, you can add deeper details to the Leads report.

Step 1. On the Leads page, click the Settings button:

Step 2. Next, click on the Columns tab. Here, you can add and remove columns of data. Click Submit to save:

No matter which Company’s record you take these steps in, the changes apply to all Companies automatically.

Step 3. You’ll now see the added columns in your Admin view:

When a Company logs into MeetMax, however, their Leads page still shows the default columns:

The Company will have access to this extra data when they export their Leads list.

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Exporting the Leads data

Both you and the Company can export Leads reports. Exported reports contain all of the data columns you’ve added in your Admin account.

How a Company exports

On the Company’s Leads page, they can click the Excel link to export:

The exported file opens in any spreadsheet software. Now the Company has the data it needs to follow up with the most valuable leads after your event.