Exhibitor Scan Guide
Exhibiting at an event offers a valuable opportunity to connect with potential customers and partners. To make the most of your exhibition experience, it's essential to familiarize yourself with the various tools and features available to exhibitors.
In this article, you will learn how to navigate the lead scanning features:
- Scan Access
- How to Scan
- How to Enable Quick Scan
- How to Score Leads
- Deleting/Updating/Syncing Scanned Leads
- How to Export Leads Report
- Accessing Scan Analytics
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Scan Access
Before we explore how to navigate the scan features, it's important to understand that users can be assigned one of two roles related to scanning access:
Admin Role
Users assigned the Admin role have the ability to trigger the sending of leads to the user's email by clicking a button. Only Admins are eligible to export analytics.
Staff Role
Users with the Staff role can view scanned leads and update lead status or add notes. However, they do not have the ability to export data.
How to Scan
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Scan the QR Code
Ensure the app has camera access, then point your camera at the attendee’s QR code for scanning.
How to Enable Quick Scan
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Enabling Quick Scan
In the Scan menu, click the gear icon for Settings and set Quick Scan to Enable.
How to Score Your Leads
- Lead Scoring Definitions
- The target person is inside scanner recommendation list
- The target person has product interest towards one of your company’s products
Hot: Having both the above conditions
Warm: Having either one of the conditions above
Cold: Having neither of the above
Unscored: The target person is not identified yet by the scanner or does not have any score
- Interest
You can enhance your lead's score by adding their interest in items. Simply click the Add Interest button within the Interested In section.
Note
You can add a note for each lead's score in the Note section for better tracking and organization.
Step 1: Score Your Leads
Choose the score (hot, warm or cold) that best fits your scanned leads.
Step 2: Add Interest
Select the product your lead is interested in and tap Update.
Step 3: Add Note
For easier tracking and organization, type a note in the Note section and click Save.
How to Delete Scanned Leads
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Scan List
Tap the Scans button to access the Scan List page.
Step 3: Delete Leads
To delete specific leads, select them, swipe from right to left, and then click the delete button.
How to Update Scanned Leads
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Scan List
Tap the Scans button to access the Scan List page.
Step 3: Update Leads
Select the leads you want to update, and then make the necessary changes to their scoring, interests, and notes.
How to Scan Leads in Offline Mode
You can still scan a lead's QR code during network disruptions or if you have no internet connection. The scanned lead will be classified as unsynced data. The app will notify you if there is no internet connection.
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Scan the QR Code
Ensure the app has camera access, then point your camera at the attendee’s QR code for scanning.
Step 3: Unsynced Lead
After scanning the QR code in offline mode, leads will be stored in the Unsynced section. Once you regain an internet connection, you can sync the data to update it.
How to Sync Leads Data
When in Lite Mode (where there’s no connectivity), the scanned data is separated into two categories:
- Synced: the data is already stored on the server.
- Unsynced: the data is still on the device (local) and not yet stored on the server.
To sync the scanned data when you’re back online, follow these steps:
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Scan List
Tap the Scans button to access the Scan List page.
Step 3: Sync Data
Navigate to the Unsynced section and click the cloud icon to sync the data.
How to Export your Leads Report
From Native App:
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Scan List
Tap the Scans button to access the Scan List page.
Step 3: Export Leads Report
Tap the Export button to download the leads report, which will be sent to your registered email.
From Web App:
Step 1: Access Performance Snapshot
Click on your profile icon, and select Performance Snapshot.
Step 2: Export Leads
Click on the Export button. A spreadsheet will be generated and sent to your registered email containing all leads made at the event. It may take up to 30 minutes to generate.
Accessing Scan Analytics
Step 1: Access the Scan Menu
Open the Scan menu from the middle of the bottom navigation bar.
Step 2: Scan List
Tap the Scans button to access the Scan List page.
Step 3: Scan Analytics Page
Tap the Analytics button to go to the Scan Analytics page. From there, you can filter the analytics by your company or individual scan activity.
*Please note that the data under scan analytics are only recorded during the event days.
