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Converge+ FAQs

Converge+ FAQs

Can't find the answer to your question below?

Contact your Exhibitor Services Manager at coffeefest.es@clarionevents.com.

Is Converge+ right for me?

Explore what makes Converge+ different and why it's the smarter choice for lead capture.

What makes Converge+ different from other lead capture tools? 

Converge+ combines badge scanning, voice capture, and full conversation recording (with consent) into one mobile platform. It uses AI to instantly analyze interactions, score leads, and generate personalized follow-up—giving you real-time insights and unmatched post-event ROI. 

How does Converge+ help improve post-event conversion rates? 

By capturing richer data—like voice notes, conversation context, and behavioral signals—Converge+ helps you follow up while interest is high. AI-powered segmentation and lead scoring make it easy to prioritize and personalize outreach, boosting conversion. 

What’s included in the Converge+ Scan license? 

The Scan license includes badge scanning, voice capture, lead scoring, and real-time email follow-up. 

Is there a demo or trial version available? 

Yes. You can request a demo or preview of Converge+ by contacting the Exhibitor Services team at coffeefest.es@clarionevents.com. 

What kind of data will I receive? 

You’ll receive lead details including contact info, role, company, conversation notes, and lead scoring—all accessible in the Converge+ Insights portal for 30 days post-event. 

What security measures are in place to protect lead data? 

Data security is our top priority. All badge scans are encrypted, and our system prevents unauthorized third-party access. Converge+ is GDPR-compliant and follows industry best practices for data privacy. Data stays secure from capture to portal upload. 

I've purchased Converge+, now what?

Get set up quickly and confidently with everything you need to hit the ground running.

How quickly can I get set up before an event? 

Setup takes minutes. Once you receive your login, you can assign licenses to team members, upload product info and marketing assets, and connect to your CRM. 

Do I need to download a separate app? 

You’ll use the Coffee Fest mobile app, which includes Converge+ scanning and all show info—no additional downloads required. 

Do I need to purchase a separate device? 

No separate device is needed—your smartphone is your scanner. Device rental options may be available at future events. 

When will I get my onboarding email?

You should receive an email from Coffee Fest Converge+ with the subject line: “Action Required: Complete Your Converge+ Setup” within 2 business days of purchase.

What if I didn’t receive the access email? 

Check your spam folder first for an email from Coffee Fest Converge+ with the subject line: “Action Required: Complete Your Converge+ Setup”.  

If it’s not there, contact your Exhibitor Services Manager at coffeefest.es@clarionevents.com. 

Do I have to complete onboarding?

Yes. Onboarding connects your teammates to their licenses to start scanning. It is also where you add product information and marketing assets to help inform the system, improving AI insights and autogenerated emails.  

I need to cancel my order. Can I be refunded?

Refunds are subject to event policies and timing. Please contact your Exhibitor Services Manager at coffeefest.es@clarionevents.com. 

How do I use Converge+ at the show?

Make the most of Converge+ onsite with tips for scanning, capturing, and following up in real time.

What if I don’t have Wi-Fi or cell service on the show floor? 

The app works offline and stores scans on your device. Once you reconnect, your data will sync automatically. 

How do I start scanning?

Log in to the Coffee Fest mobile app with the email you registered with to claim your account. You'll see a banner in the app for the Converge+ Scan tool. Once you click the banner, you can begin scanning. No set up required once logged in.

Is there a faster way to scan badges? 

Yes. You can skip the prompts by selecting the 3 bars in the top right corner of the screen. A tool bar will pop up from the bottom, select the three dots on the right. Once the page menu is pulled up, find “camera” and “Microphone” and change the dropdowns on each to “allow” .  Now you will no longer be asked every time!

Can I make voice notes or record conversations?

Yes, with attendee consent. Converge+ allows you to capture voice notes or full audio to help personalize follow-up and improve lead quality.

What happens after I scan a badge?

The data is sent to your Converge+ Insights portal, where it’s aggregated with notes and recordings. You can also view all your scans on your Converge+ Scan homepage to review and edit notes or contact information.

Is attendee consent required for recording conversations? 

Yes. You must obtain verbal consent before recording any conversation. The app includes a prompt to help facilitate this. 

Can I send follow-up emails directly from the app?

Yes. You will be able to send follow-up emails directly through the app when you click on the lead. You can attach marketing assets that you uploaded during onboarding. 

Can I add attachments to auto-generated emails?

Yes. All the marketing assets that you uploaded during Converge+ onboarding will be available to add to the auto-generated emails.

What support is available during the event?

There will be dedicated staff at the show to support you. Contact details will be shared with you in an email right before the show.

What happens after the show?

Turn event momentum into measurable results with smart post-show tools.

What kind of insights will I see in the portal?

You’ll see lead scores, conversation summaries, engagement tags, and filters by role, location, and interest level. You can sort, segment, and export leads easily.

How long do I have access to my leads?

You will have access to your leads for 30 days after the event closes.  

Premium tier users may receive extended access and additional analytics. Contact coffeefest.es@clarionevents.com if you’re interested in learning more about upgrades. 

Can I send follow-up emails from the portal?

No, currently follow-up emails can only be sent through the scanning app. However, you can export your leads and send your own emails.

Can I export my leads and notes?

Yes. You can download your leads as a CSV file from your Converge+ Insights portal.
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