Lead Capture Mobile App - Scan a Badge

LIMITED RELEASE

Lead Capture is available to select customers. If enabled for a customer account, you will be contacted by your Project Manager with more information. If available to exhibitors, you will be notified by the event organizer.

To begin collecting leads, select the camera icon in the bottom menu of the Lead Capture Mobile App.  

Camera Access  

The Lead Capture Mobile App requires permission to access the device's camera in order to scan the QR code on the attendee badge. 

When you open the app for the first time, you'll be asked to allow camera access. Select Allow to continue. 

If you need to re-enable camera permissions, use the links below for step-by-step instructions based on your device type. 

Scan QR Code 

To capture a lead, scan the QR code on an attendee’s badge. 

  1. Access the Scan QR Code window by selecting the camera icon in the bottom menu.  
Lead Capture Mobile App with Camera icon highlighted


  1. Position the camera over the QR code on the attendee's badge to begin scanning.
Lead Capture Mobile App Scan QR Code window


  1. When the scan is successful, you will see a green checkmark icon.  
Lead Capture Mobile App Successful Scan


  1. The app will automatically transition to the Lead Details screen where you can add information about the lead. To learn more, read this article.
Lead Capture Lead Details Screen

NOTE

If you are online, the lead will automatically sync to the cloud.  

  1. If the scan is unsuccessful, you will see a red alert icon.  
Lead Capture Mobile App Red Alert unsuccessful icon

Best Practices for Scanning a Badge 

  • Ensure you are scanning a QR code on an attendee's badge (not another ticket) for this event.
  • Adjust the angle and move away from bright lighting so there isn't a glare.
  • If the QR code is poor quality or cut off, the attendee may need to reprint their badge.

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