A common use case with Crowdpurr is embedding a link or a button to the Participant View into event apps such as Cvent, Crowd Compass, or Socio to allow your event participants to instantly join your Crowdpurr Experience. Or you may want to send out an email or SMS text message with a hyperlink to allow participants to easily join an Experience.
In these use cases, our users often already have access to their participants' Lead Capture data in an event app or CRM (Customer Relationship Management) tool so there's no need for participants to enter it again on Crowdpurr's Participant View lead capture form. However, you may want to see certain lead capture fields referenced next to a participant's response data in Crowdpurr to identify the participant's answers such as their email, phone number, or employee number, for example.
Or you may want new participants to still complete a lead capture form but not burden your existing participants with re-entering their information.
Automatic Lead Capture Completion
The Seminar Plan and above allow you to embed a query into the Participant View URL, which will automatically fill out any Lead Capture Data fields you already have from your participants and also log them in immediately without clicking any extra buttons! Once your event is finished, you can easily export your Crowd Lead Response Data for your records.
Using the URL Query Parameters
This feature uses a standard feature in web browser URLs: the query. Simply add a question mark (?) to the end of your URL, the key for the field you want to fill, and an equals sign (=). In this example, we'll use "f" for First Name. Finally, simply input their data.
When they follow your link, your participants will see "Kyle" already inputted within the Nickname field.
To fill in more fields, separate them with an ampersand (&) and repeat.
The URL Query can fill in any field you enable in your experience. Here are the keys for each field:
|f||First Name / Nickname|
|a2||Address (Line 2)|
|cf1||Custom Field 1|
|cf2||Custom Field 2|
|cf3||Custom Field 3|
Automatic Log In & Required Fields
When filling out the form using the URL Query parameters, Crowdpurr will check which fields are required. If all required fields are received from the URL Query parameters, the participant will automatically join your Experience and they won't see the Lead Capture form at all. If you have any additional fields enabled, but not required, they will not get the chance to fill them out.
|Because every required field was filled by the URL, the participant will see the current Participant View for your Experience.||Since the Email Address wasn't in the URL, the participant is prompted to enter it. Because it is required, they must enter one to join.|
Phone Number and Country
Our Phone Number field supports phone numbers from around the globe. In order to automatically fill the phone number field, it will also require a value for the Country field.
The country field uses the standard 2 letter abbreviations found here:
If your event app stores the country code in a different format from this, you'll need to convert that value to this format. Otherwise, your participant will be prompted to select their country.
Programming A Button or Hyperlink To Crowdpurr In Your Event App
A common use case for implementing this functionality is creating a custom link or button in your event app for each of your participants. The URL for this hyperlink or button will contain all of their lead capture data according to the above syntax. This button can then be clicked by your participants to join the Experience, automatically complete the lead capture form, and automatically log them in if the form has all the required fields completed.
Your event app (e.g. Crowd Compass, Cvent, Socio) likely has the functionality to create dynamic buttons or hyperlinks where you can reference and embed lead capture fields into the URL of the hyperlink or button. For Cvent and Crowd Compass, please see this Community Article on Creating Dynamic Links.
Additionally, with some light programming knowledge, you could also create emails and SMS text messages that also load these lead capture fields into the URL of a hyperlink so your participants could automatically log in via an email or SMS text message containing a hyperlink to your Experience.
Check out these Help Center articles on related topics.