A2Z Leads | Assign an Activation Code and Set a Cap

An activation code is required for an exhibitor to sign into the A2Z Leads app and collect leads at your event. The platform allows three options for assigning activation codes and setting a cap on how many codes can be purchased/designed.

To assign an activation code, follow the steps below:

1. In the left-side navigation, click the arrow next to Event Overview to open the menu
2. Click Participants 
3. Use the search bar to find a participant record
4. Click the pencil icon to edit
5. Click into the Leads tab in the right-side panel
6. Click on the Add Activation Code button
7. Choose the application in the Application dropdown
8. Adjust the cap, if needed
   • The cap defaults to 3
9. Click Add App Code 

The activation code will appear under the Activation Code section of the Leads tab. Provide this code to the exhibitor.

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To assign activation codes via spreadsheet import, follow the directions below:

1. In the left-side navigation, click the arrow next to Event Overview to open the menu
2. Click Participants 
3. Click on the New Import button
4. Click on the New Import button in the Imports section
5. After the import uploads, click the Add Leads Activation code checkbox

        6. Enter the desire cap

        7. Choose whether to send an email with the code to each exhibitor

        8. Codes will be assigned to all rows in the spreadsheet

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To assign activation code via bulk edit, follow the directions below: 

1. In the left-side navigation, click the arrow next to Event Overview to open the menu
2. Click Participants 
3. Click the check box next to the participants you want to assign codes to

    4. Click on the Bulk Edit button

    5. Click on Add Leads Activation Code from the dropdown

    6. Adjust the cap, if needed

        a. The cap defaults to 3

    7. Toggle on the Send activation code email toggle if you want participants to automatically                      receive an email with their code 

    8. Click Create