DRADEO · Product help
From event to synchronized lead
DRADEO connects web preparation with mobile capture at the trade-show booth. This guide explains the current beta flow, with clear distinctions between preparation, capture, local storage and confirmed synchronization.
1. Prepare the event
Organization admins create organizations and events. Organization admins or assigned event admins configure the lead form, badge template and texts for optional contact preferences and assign the team to the event.
2. Load the event
The iOS app loads assigned events only. An event is ready offline after its form, badge, contact preferences and required assets have been stored completely and together on the device.
3. Capture a badge
The camera and Apple Vision recognize text on-device in the configured badge areas. Every value remains a suggestion until it has been reviewed or corrected. Manual entry is always available.
4. Qualify the contact
The published lead form guides users through the event questions. Optional contact and newsletter preferences are requested separately and are never preselected. A recorded preference does not automatically authorize marketing; the contact can still be stored without one.
5. Store locally
The lead, answers, optional note and recorded contact decisions are first stored together on the device. This step does not require an active server connection.
6. Synchronize and export
When connected, the app transfers pending data in a repeatable way. The status changes to “Synchronized” only after server confirmation. Authorized admins then manage and export leads on the web.
Roles and permissions
Organization admins manage their organization, users and events. Event admins configure and export their assigned events. Event users capture and qualify leads in assigned events; by default, the current scope lets them see their own leads and does not let them create exports.
Work offline and understand status
“Stored locally” and “Synchronized” are different states. A fully prepared and still authorized event can be used temporarily without a network. The app keeps pending operations and retries transfer when connected. Conflicting versions are never overwritten silently.
OCR and business cards
In builds where they are enabled, badge OCR and the plan-dependent business-card mode provide suggestions with source and confidence. Email, phone and web addresses are checked using deterministic patterns. Additional AI mapping for ambiguous OCR lines is in development and is not an availability promise. Manual confirmation remains mandatory. Compare badge and business-card OCR.
Contact preferences and privacy
Optional contact preferences are documented separately from contact data with their purpose, text version, language, method, status and time. This record alone does not automatically authorize marketing or newsletters. Badge and business-card images are not uploaded to the server by default for normal recognition. Never send real visitor data or images to support.
DRADEO · Help
Step-by-step help
Concise guides take you from invitation and team assignment to account deletion and export. Choose the outcome you want to achieve now.
- Get started with DRADEOWhat you need before the first event: a corporate account or invitation, a role, event assignment and a prepared iPhone.
- Roles and responsibilitiesOrganization admins, event managers and the capture team have clearly separated tasks and access.
- Invite or import a team for an eventAdmins assign people to a specific event and review a CSV import in full before invitations or roles are applied.
- Make an event readyAn event is ready offline when team, published form, badge configuration, contact preferences and assets form one complete package.
- Capture a badge and review detailsGood alignment and light improve OCR suggestions; final review always remains a human task.
- Use the lead formThe published lead form guides booth staff through the event questions in a fixed order.
- Fill a form by voiceVoice Autofill turns short spoken statements into reviewable suggestions for suitable form fields, entirely on the device.
- Stored locally or synchronizedA locally stored lead is safe on the device but is synchronized only after server confirmation.
- Document contact preferencesVoluntary contact and newsletter preferences are recorded separately from the contact and are never preselected.
- Manage and export leadsAuthorized admins search event leads and create event-bound CSV or XLSX exports.
- Sign-in and account securityPersonal invitations, secure passwords and revocable sessions protect access to organizations and events.
- Delete your DRADEO accountRequest account deletion in the app or web, confirm your identity, and protect local data that has not yet synchronized.
- Troubleshoot safelyMissing events, configuration errors and synchronization failures can be narrowed down with a short, privacy-conscious decision path.
Frequently asked questions
What does “Stored locally” mean?
The lead is safely held on this device. Its status becomes “Synchronized” only after server confirmation.
Can capture work offline?
Yes, if the event was loaded completely beforehand and offline authorization still applies. Synchronization follows when a connection is available.
Does OCR decide automatically?
No. Recognized values are suggestions and must be reviewed. DRADEO does not invent missing email addresses or phone numbers.
Who can export?
Organization admins and assigned event admins can create CSV and XLSX exports within their permitted scope.
More help
Solve a specific problem
Find step-by-step help with sign-in, event download, badge recognition, synchronization and export in the support area.