The Beginner’s Guide to SAGE ShowLink

Designed for the promotional products industry, SAGE ShowLink’s advanced features will simplify your lead-tracking at shows, making follow-ups easier than ever. It uses the device’s camera to scan your tradeshow leads, which can then be edited on the device. Even better? SAGE ShowLink provides complete lead retrieval at any industry show with a barcoded badge. Forget about renting inferior products at each show. You can have the industry's most advanced and powerful lead retrieval solution every time, using the device of your choice.

Here's our step-by-step guide for how to use SAGE ShowLink:

Configure Your Default Settings

Log in to www.sagemember.com and click ShowLink in the left menu.

Click Edit in the Default Settings section at the top of the page.

Rename the Salesperson Field Label if necessary and add any staff working in the booth. At the show, staff can set a default salesperson so all scanned leads will be assigned to them.

Next, add a hot lead email address. If a lead is marked with a prospect rating of 5 in ShowLink, an email will be instantly sent to this email address for immediate follow-up.

Add any custom fields you may need. Examples of custom fields would include if the lead is a new account, preferred shipping carrier, etc.  

Next, you will want to add items. Examples of items include sample kits or sending a catalog. 

After you have set up your items, you can add products to them. You can add specific products from the SAGE database, custom products, or your most popular products from the SAGE database.

Click Save in the bottom right.

Click Edit in the Default Settings section at the top of the page.

Rename the Salesperson Field Label if necessary and add any staff working in the booth. At the show, staff can set a default salesperson so all scanned leads will be assigned to them.

Next, add a hot lead email address. If a lead is marked with a prospect rating of 5 in ShowLink, an email will be instantly sent to this email address for immediate follow-up.

Add any custom fields you may need. Examples of custom fields would include if the lead is a new account, preferred shipping carrier, etc.

Next, you will want to add items. Examples of items include sample kits or sending a catalog.

After you have set up your items, you can add products to them. You can add specific products from the SAGE database, custom products, or your most popular products from the SAGE database.

Click Save in the bottom right.

Activate & Edit Show Settings

Click Activate next to the show(s) where you will be exhibiting.

You can edit settings for that specific show by clicking Settings next to the show name. 

If you set up default settings, you will see those settings populated here. If you are exhibiting at a show that requires different items, products, etc, from the default settings, here is where you would change those settings for that specific show. 

Click Save in the bottom right.

Click Activate next to the show(s) where you will be exhibiting.

You can edit settings for that specific show by clicking Settings next to the show name.

If you set up default settings, you will see those settings populated here. If you are exhibiting at a show that requires different items, products, etc, from the default settings, here is where you would change those settings for that specific show.

Click Save in the bottom right.

Before The Show

Download SAGE ShowLink on the devices you plan to use for scanning at shows. You can find the app by searching "SAGE ShowLink" in the App Store or Google Play. Log in using your SAGE username and password. If you've forgotten your login details, click here for assistance.

At The Show

To select a show, tap the gear icon and choose the appropriate show from the list at the top.

To select a show, tap the gear icon and choose the appropriate show from the list at the top.

Set any options, including the default salesperson, and then tap Back.

To collect leads, tap the green circle at the bottom or rotate your device, and the camera will turn on. Scan a lead’s badge to collect their information. The lead will save automatically, so you can scan the next lead.

After scanning a lead, you can add notes or photos.

Next, choose a follow-up time, including ASAP, Tomorrow, Next Week, Next Month, Next Year, a Specific Date, or None. Setting a follow-up time allows you to better manage your time after the tradeshow.

Rate whether they are a hot or cold lead on a scale of one to five; leads ranked at five will automatically be sent to the designated email address to be followed up with immediately.

Tap any items to include with the lead, such as “send catalog” or “send sample kit”.

If you want to add notes to a lead later, tap the person icon on the bottom, tap the lead and add/edit the information. 

To select a show, tap the gear icon and choose the appropriate show from the list at the top.

Set any options, including the default salesperson, and then tap Back.

To collect leads, tap the green circle at the bottom or rotate your device, and the camera will turn on. Scan a lead’s badge to collect their information. The lead will save automatically, so you can scan the next lead.

After scanning a lead, you can add notes or photos.

Next, choose a follow-up time, including ASAP, Tomorrow, Next Week, Next Month, Next Year, a Specific Date, or None. Setting a follow-up time allows you to better manage your time after the tradeshow.

Rate whether they are a hot or cold lead on a scale of one to five; leads ranked at five will automatically be sent to the designated email address to be followed up with immediately.

Tap any items to include with the lead, such as “send catalog” or “send sample kit”.

If you want to add notes to a lead later, tap the person icon on the bottom, tap the lead and add/edit the information.

Things to Know:

No service during the show? No problem! You only need service to choose your show (we advise doing this beforehand). After that, your ShowLink device can be used offline, so you don’t need internet at your booth to collect leads. After the show, connect to the internet to upload your leads to the cloud.

End Buyer Shows

Did you know ShowLink is end-buyer friendly? At end-buyer shows where SAGE Event Services manages registration and badges, you can scan client badges and still receive end-buyer-friendly lead reports at the show's end.

When you scan an end-buyer's badge, your device will populate the end-buyer's name with their distributor's contact information. At the end of the show, you will receive a lead report with the end buyer's name and the distributor's contact information for reference.

Additionally, the end buyer's distributor will also receive a report with the detailed notes you entered regarding the items their clients were interested in, making follow-up after the show easy for both you and the distributor.

Pro Tip: Be sure to include specifics in your notes! If an end-buyer is interested in a specific product, include the item number, the color they are interested in, and the quantity they need. This will give both you and the distributor the information you need to expedite the sales process.

Things to Know:

If you're at a show without barcoded badges, you can use the business card scanner to autofill your lead information! Just tap the green circle in the bottom right corner and change the toggle from Badge to Business Card.

After the Show

You have two options for getting your leads, which are available immediately following the show.

Option 1: Export from sagemember.com

Select ShowLink on the left-side navigation menu.

Scroll or use the filter options to find the show.

Select Reports to view and download your lead reports.

Option 1: Export from sagemember.com

Select ShowLink on the left-side navigation menu.

Scroll or use the filter options to find the show.

Select Reports to view and download your lead reports.

Option 2: Email directly from ShowLink

Tap the gear icon in the bottom right of the app screen.

Select Email Lead List.

Enter the email address where you would like your lead report sent, and your list will be sent instantly.

Option 2: Email directly from ShowLink

Tap the gear icon in the bottom right of the app screen.

Select Email Lead List.

Enter the email address where you would like your lead report sent, and your list will be sent instantly.

Did You Know?

SAGE ShowLink offers a comprehensive lead retrieval solution, providing you with the industry's most advanced and powerful tools for capturing leads. You can access this solution using any device of your choice. For more information about SAGE ShowLink, contact your SAGE Account Advisor. Below is a link to all the shows where SAGE ShowLink will scan barcoded badges.

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