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Lead and Contact Scanner (MEA)

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Written by Aparna Krishnan

The Lead and Contact Scanner feature allows you to collect or scan contact data at an event. With the help of the export function, you can export the collected data and later import it into your CRM so that you can get in touch with your newly acquired contacts and leads.

The Lead Scanner enables the exchange between exhibitors and attendees and the Contact Scanner enables the exchange between attendees and attendees.

Feature activation

Both features can be activated under App > Features.

Once the features are active, you can drag and drop them into your app and configure them under Content.

The lead generation feature allows exhibitors to collect leads by scanning QR codes of attendees.

The contact scanner allows Attendees to collect contact details by scanning QR codes of attendees.

How to Use Lead Generation:

  1. Ensure you have access to the Lead Generation feature as an exhibitor.

  2. Once you have access to the feature.

  3. Tap on the Lead Generation feature in your app.

  4. Scan the QR code from an attendee’s badge.

  5. View and edit details like First Name and last Name.

  6. Add personal notes for each scanned lead.

  7. Tap Download to export the list as an Excel file.

Scan attendees

Using the button in the bottom right corner, the attendee or exhibitor can open the scanner and scan the attendee's QR code.

Each attendee has a QR code by default and this can be accessed in the attendee profile.

Once the attendee has been scanned, their contact details appear and the scanning attendee/exhibitor can also add a note.

Export data

If the user clicks on the download button, all collected data will be sent as Excel to the user's email address.

How to Use Contact Scanner:

  1. Tap on the Contact Generation feature.

  2. Scan the QR code of another attendee.

  3. View and add details and notes.

  4. Use the Download button to export your contacts list as an Excel sheet.

Important Notes:

  • Only attendee QR codes from the same event are allowed.

  • QR codes of speakers, sponsors, and exhibitors cannot be scanned.

  • Invalid QR codes or QR codes from other events show this alert: “Invalid QR code. Please try again.”

  • If no contacts have been added: “No Contacts to export.”

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