Through the LISA admin's In-Person Lead tool, it's easy to capture leads who visit your booth or speak with your sales reps. Simply set up an in-person lead event, and all leads will flow directly into the admin for easy tracking and follow-up. To set up an in-person event, follow the instructions below.
Note that you must be a LISA user with the Admin role to complete these steps. In order to add your event successfully, you may also want to add Event Reps and/or add event products first.
1. Go to In Person Leads
In the admin, navigate to Settings > Lead Attribution. Then click on In Person Leads.
![](https://internalservicessa.blob.core.windows.net/helpcenter/images/c79fcf51-6351-40fd-8429-7174d231b4c4.png)
2. Add an Event
From the In Person Leads display, click on the + Add Event button.
![](https://internalservicessa.blob.core.windows.net/helpcenter/images/4d932daf-b3ed-4a3b-bd8e-3a8014439161.png)
3. Fill Out the Details
Use the fields on the next page to create your event. (To see how these fields might impact your event form, check out this example.)
![](https://internalservicessa.blob.core.windows.net/helpcenter/images/19a1c4a7-273f-4e28-bc1d-f33ba59c0d2a.png)
Here's a bit more information on each of the fields on this page:
- Logo: Add a logo if you'd like to display one on the event sign-in.
- Event Name: This is customer-facing and will appear on the event sign-in. To prevent errors, please do not use any punctuation besides dashes (-), ampersands (&), and parentheses (()).
- Short Name: This is internal only and does not need to be edited.
- Short Description: This is customer-facing and will appear on the event sign-in.
- Completed Message: This will appear on the event sign-in screen after the form is submitted.
- Thank You Email: This message is sent to the lead after form submission. Enter a custom message here related to the event or what to expect next.
- Form Fields: Check any and all boxes to designate the fields on your event form.
- For proper lead tracking, you must select first name and last name along with either phone number or email address.
- If you select Request Appointment, the customer will be presented a date picker as well as a general time preference: Early Morning, Morning, Noon, Afternoon, Early Evening, or
Evening. - If you select "When are you planning to do this project?" the answer options will include Within 3 months, 6 months, 1 year, or 2 years.
- Select Products: These boxes will only appear if you've selected "Product interested" as one of your form fields. (Missing products? Add them as event products.)
- Select Reps: Add all of the reps who should have log-in access to this event. Only reps selected here will be able to access the event. (Don't see the right team members? Add them as Event Reps first.)
- Opt-In: If you choose to require an opt-in, then an opt-in checkbox will be presented on the first panel of the customer form.
- Opt-In Message: Add a headline to explain why someone might opt in.
- Location: If you have multiple office locations, choose the one these leads should be tied to.
- Integrations: If you have a CRM integrated with the LISA admin, add a unique identifier to push leads into your CRM with a specific label.
4. Save Your Event
Once you've filled out the page, click Save.
![](https://internalservicessa.blob.core.windows.net/helpcenter/images/1fd67186-1134-4056-8c3d-35007fea2f8f.png)
What's next? Once you've created the event, you'll probably want to share the access code with the Event Reps. This can be done any time before the event starts.