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There are five main components to ExpoTools' lead retrieval solution. You may or may not be using all of these elements, but it can be helpful to understand where they fit into the process. They are:
- A pre-printed badge, with information encoded on it identifying the badge holder. This badge can be a mag-stripe card, or a 2D barcode.
- Badge creation software, which will encode the data in a consistent and pre-determined manner onto a 2D barcode or mag-stripe card.
- A portable reader. These can be Mag-stripe readers (TA600) or Barcode readers (BC600), and allow you to scan the information off of a previously prepared badge, store that information and then later download it. In addition, special follow-up codes (or qualifiers) can be entered and attached to the lead.
- In order to tie everything together, the portable readers need to know how the information on the badges is formatted, as well as what to display after a badge is scanned. Special reader set-up software is provided to do this, and it also allows you to change the follow-up codes and change various other settings.
- Once all the leads have been scanned in (usually at the end of a trade show), the portable readers need to have the information extracted from them. A special downloading program allows you to automate this process, making it suitable for use by relatively untrained personnel. This program will download the information, and if desired, automatically create copies for the exhibitor or for backups. The simplicity of operation allows you to use it on-site, or downloading can be done later and the information sent to the exhibitor.
- Note that the Reader set-up software and the downloading software are separate packages, allowing you to install one, or both, on a given computer. This makes it easier to keep temporary or less technical employees from inadvertently altering reader setups.