(by clicking this icon Archive Event), or add a new Lead Source / Event.

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1 Welcome to HostMyLeads.com your platform for complete lead management. The job of an exhibitor is to attain the best possible Return On Investment and take advantage of tools allowing them to learn more about each attendee that visits their booth. Lead retrieval provides a medium that gathers and disseminates useful buying demographics from sales leads. Lead retrieval systems are available in a variety of options part of the quickly growing technology solutions market for trade shows and events. Lead retrieval systems also allow for customizing the data that they can collect. Lead retrieval systems provide exhibitors the ability to measure results against sales or event objectives and by doing so, justifying the investment in time, energy and budget to exhibit at the event. (Definition via Wikipedia) Why HML? o o o o Built in lead management processes during and after the event. Send a real-time acknowledgement. Follow up with a second 24 hrs later. Send targeted messages. With a centralized data repository, all of your leads are in one place. Never worry about misplaced leads. Built in reporting. Easily view booth traffic by day / hour. 24 / 7 / 365 access. Need to export your leads onto a portable device? Not a problem. Looking to find that lead from a particular event? Not a problem. The data is yours. How it works: After successfully logging in to HML, you will see the lead sources / events that are available to you either events you have added manually or leads you have collected from an event (and are automatically added to your account). Simply pick the event (by clicking this icon Use This Event), remove the event (by clicking this icon Archive Event), or add a new Lead Source / Event.

2 HostMyLeads.com Landing Page Once you select your Lead Source / Event, there are several things you can do (view / edit your leads, setup and configure your blitzes, and view / print out your reports)

3 List Maintenance: This option is used to either add leads to an existing event or to view / edit your leads. To view your leads, click on View /Edit Leads link. This screen will appear: By default, all of your leads will show up. Be sure to note the page numbers at the bottom left hand corner of the screen. Within this section you can either search for a lead (by filling out first name, last name, company, address or lead type. Not every field needs to be filled in, and not every field that is filled in need to be filled in completely (the system will do a match on a partial field). To export your data from this screen, simply select this link Export to Excel. This will export everything that matched your search (or on the initial search, everything). For a.pdf version of your data, click on this link Export to PDF.

4 List Maintenance: (cont): For more information on a particular record, click on the arrow besides the name to display the details:

5 List Maintenance: (cont): To make any edits on your leads (follow up notes, lead type, updated contact information, etc.), click on the pencil icon ( ). The following screen will appear (and give you access to change). After making your changes, click on the Save Lead link on the bottom right hand side. (Adding a lead will take you to the same screen, without the information pre-filled).

6 List Maintenance: (cont): If you are adding leads to your event, simply map the system to the file layout you are using by selecting the appropriate columns in the drop down list. Please note that if you wish to not import a column on your list, select the drop down value to skip. After mapping the layout, move to Step 2. Select File. Click on the Select button, browser for your file, the select Upload and Import Now. The system will automatically add these records to your newly created lead source.

7 Maintenance: This section is used to create your templates and setup how often your leads receive the s. Creating an For your convenience we have created several templates to choose from (a Pre-Show Invitation Template, Thank You for Visiting us, Follow up. All of these templates can be modified to suit your needs either by editing the text that is there, adding personalized graphics and contact information, or putting more information about who stopped by your booth. To edit an template, simply click on the edit icon ( ) next to the . The itself will be displayed in the.html editor for adding or removing text. Adding customized.html tags is easy as well, just click on the appropriate item within the toolbar to bold, italicize, underline, etc. If you are more comfortable with.html and want the raw code (or to paste from your own.html file), switch modes (bottom left) to Design. After setting up / editing your template, don t forget to name it (template name) and give it a subject. After setting up your campaign, it is now time to schedule it to go out

8 Maintenance (cont): Create a distribution After creating / editing your template, you must now schedule it to go out. Doing so is easy and can be done be entering in 6 things. Distribution Name: A name to reference i.e Description: A brief description of the i.e. Please swing by our booth to Send: Select the template you have previously created From The reply address i.e. [email protected] From Name: the name to appear when it goes out - i.e. CrossTech Partners Number of Days Out: Setting to determine how many days after the event the should be sent (0 = run now, 1 = 1 day after, etc). Once the is saved, the it will be approved by a staff member at CrossTech and the will be sent.

9 Reports: Now that you have your data, you may want to better understand your booth traffic, or export out your leads. Doing so is easy using the reports menu. For your convenience, we have included (not including the full export) 5 built in reports (all of which are real-time) Leads by Day this reports show the number of leads collected for each day of the event. The data is displayed in both a chart format and an export format. This report is also available to be exported to excel (by clicking this link: Export to Excel) or.pdf ( Export to PDF ). Leads by Hour this reports show the number of leads collected for each day / hour of the event. The data is displayed in both a chart format and an export format. This report is also available to be exported to excel (by clicking this link: Export to Excel) or.pdf ( Export to PDF ). Leads by State this reports show the number of leads collected for each state (US Only) of the attendees that scanned at your booth from the event. The data is displayed in both a chart format and an export format. This report is also available to be exported to excel (by clicking this link: Export to Excel) or.pdf ( Export to PDF). Leads by Country this reports show the number of leads collected for each country of the attendees that scanned at your booth from the event. The data is displayed in both a chart format and an export format. This report is also available to be exported to excel (by clicking this link: Export to Excel) or.pdf ( Export to PDF). Leads by Lead Type this reports show the number of leads collected for each lead type of the attendees that scanned at your booth from the event (if using a smart phone or classifying the leads after they have been uploaded). The data is displayed in both a chart format and an export format. This report is also available to be exported to excel (by clicking this link: Export to Excel) or.pdf ( Export to PDF). In addition to the reports mentioned above, a full export is available in excel format of all the leads scanned at your booth from the event. Simply select the last option, select the name and output file, and the data is yours.

10 Sample Leads by Day Report: