Focus on the value of your event by saving backoffice time and avoid forgetting precious information.
The Leads Capture semilimes recipe empowers your and your team's semilimes experience to quickly set up a cheap and fully customizable solution for collecting, processing and storing your contacts' details during events/exhibitions, straight on your mobile phones.
Don't buy, install or train people on yet another dedicated software. All you need is in your hands. Get your free semilimes app and start exploring this and other extension recipes!
You can choose to download this recipe and self-host it in any node-red environment. For a hassle-free approach, you can use the semilimes Services to fully manage your recipe directly in a cloud-based environment. Choose the option that best fits for you.
This recipe comes with a standard set of data requested to the people during events/exhibitions:
- First Name
- Last Name
- Company
- Site/Role
- Email
- Phone
- Technical Reference
- Interests list
- Lead type list
- Business Card pictures
- Other pictures
- Description
- Follow-up list
Specifically for the lists, you can change the preset options that the users will choose, according to your business type and network.
On each interaction on the proposed data collection form, the data will be instantaneously processed and saved in the internal storage, to ensure you don't lose any precious information.
Anyone within your sales and technical teams (and more!) can join in using this workflow. The published form can be shared with all the team members to parallelize the collection process from each team member's phone.
By using the integrated dashboard, anyone responsible for the data review and registration can quickly access all the collected data, review them, save the raw data and perform further processing in the company systems.
You can use it as it is, tweak or extend it as much as you like. Everything is under your control!
Once the solution is run under your subaccount, the following happens...
A new Leads Form channel will be automatically created. This form will be populated with the actual data collection form that you have configured in this recipe.
This is the channel that you can share with your team, so that everyone will be able to use the form and collect data.
The Leads Results channel will be created to collect all the collected information directly in-app. This channel should NOT be shared as it is meant to be a service container and to be used for a quick review of the submitted info by the other users.
A Node-RED dashboard page will be created in your environment, and this is meant to be the place where to review the collected data.
Depending on your hosting choice, this page is directly reachable from your node-red instance in the cloud or on your on-premise system.
In the configuration section you will find out how to setup semilimes to access it directly from your mobile/web app.
We have already implemented a demo version to let you have a first look about how the process works.
In this case, you will be a team member accessing a leads form to fill during an event.
Scan the QR Code below with your semilimes app to get direct access to the demo, or access it directly with the provided deep link.
Note: Deep links may not be supported on your device. If you are not able to access the resource in this way, you can still use the QR code using the following methods:
- if you are browsing from a secondary (mobile/PC) device, open the semilimes app on your primary (mobile) device, access the More menu and use the QR Code function to scan the code.
- if you are browsing from your primary (mobile) device where you have semilimes installed:
- take a screenshot of the provided QR Code
- open semilimes and access the QR Code function
- click on the upper left photo icon to load and scan a previously taken picture/screenshot. The QR Code will be scanned automatically and you will be redirected to the related service.
| Deep Link | QR Code |
|---|---|
| Leads Capture Demo |  |
Don't forget to explore all demos we have prepared for you!
| Deep Link | All Demos |
|---|---|
| All Demos |  |
Step 1: Create a NodeRED Instance
- Access the semilimes Services
- Select any of your subaccounts
- Setup API payment methods
- Enter the NodeRED section
- Select the instance type
- Select the NodeRED stack (Note: this recipe is tested with NodeRED 3.1.9 and 4.0.0)
- Open your freshly created NodeRED editor in the cloud
Step 2: Verify Environment Variables
You should check you have the following environment variables already set-up for you for this recipe to work.
Step 3: Download necessary NodeRED packages
In your NodeRED editor, select "Manage Palette" in the menu, and install the following packages:
@semilimes/node-red-semilimes@flowfuse/node-red-dashboard
Step 4: Import the recipe
- Download the Leads Capture Flow file
- Create a new flow in your NodeRED editor
- Choose Import from the menu, and select the file you downloaded
- In the right panel, select the wheel icon to select the connector nodes. Double click on "SMECON" semilimes connector and verify that the API KEY selected is set to
SME_API_KEYor whatever you configured in Step 3 as an environment variable. If the field is empty, make sure you fill it before proceeding.
- Click Deploy
You should now have your recipe ready for startup!
Step 5: Activate the recipe
In your new flow, trigger the Setup Channels and Form button to publish all the elements in your semilimes subaccount
Step 6: Verify channels on your semilimes app
Access your semilimes app, select your subaccount and verify that the required channels have been created
Step 7: Verify Dashboard
In your NodeRED editor, select the dashboard on the right side panel (expand it if you don't see the dashboard icon), and then select Open Dashboard. You should find your empty data table here, ready for displaying new collected information.
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Initial Release