Configuring Lead Scan Module for the Event App

Overview

The Lead Scan Module allows event managers to capture and manage leads efficiently during events. This module can be activated or deactivated, customised with a module name and icon, and configured to scan specific fields for collecting participant information.

Step-by-Step Approach

1. Activate or Deactivate the Lead Scan Module

• Open the Event App on your device or browser.
• Locate the Lead Scan Module in the modules list.
• Use the toggle switch to turn the module ON or OFF:
  • ON: The module becomes visible in the Event App menu.
  • OFF: The module will not appear for participants.

2. Edit the Module Name and Icon

• Click the Edit icon next to the Lead Scan Module.
• Modify the Module Name to match your preferred naming or event theme (e.g., "Lead Capture", "Scan Leads").
• Choose or upload an appropriate Module Icon to represent the Lead Scan feature.
• Click Save to confirm changes.

3. Select the Placement of the Lead Scan Menu

• In the Placement Settings, choose where the module appears within the Event App:
  • Top Menu
  • Bottom Menu
• Click Save to finalise placement.

4. Configure Fields for Lead Scanning (Read-Only Access)

As a user, you can define which fields are visible to participants who have read-only access during lead scanning.

• On the Module Setting for Lead Scan, under the Read Only section, use the Search Fields option to quickly find specific participant fields.
• Add the fields you want to make available during lead scanning.
• Ensure these fields are relevant for viewing purposes only, as Lead Scan participants will not be able to modify them.
• First Name and Last Name are default fields(non editable and cannot be deleted).

Outcome: Participants with read-only access can view selected lead information while scanning, without the ability to make changes.

5. Configure Fields for Lead Scanning (Edit Access)

As a user, you can also define which fields are available to participants who have edit access during lead scanning.

• On the Module Setting for Lead Scan, under the Edit section, use the Search Fields option to quickly find specific participant fields.
• Add the fields you want to make available during lead scanning.
• Select the fields that should be editable during the lead scanning process.

Note:

The following fields are not applicable for editing and will remain read-only even if selected:

• Company
• Company Name
• Profile Image
• Profile Page
• Preferred Language
• CRM Status

Outcome: Participants with edit access can update relevant lead details during scanning, improving data accuracy and completeness.

6. Configure Fields for Lead Download (Export Leads)

As a user, you can define which fields are included when downloading scanned leads.

• Navigate to the Lead Export / Download Settings section.
• Use the Search Fields option to find specific fields.
• Select the fields you want to include in the exported lead file.

Outcome: The downloaded lead file will include only the selected fields, ensuring relevant and structured data for reporting, analysis, and follow-ups.

Best Practices

• Select only essential fields to keep the scanning interface clean and efficient.
• Avoid enabling unnecessary editable fields to reduce data inconsistencies.
• Align exported fields with your CRM or reporting requirements for seamless integration.

Conclusion

By configuring lead scan fields for read-only access, edit access, and lead export, you can control how data is captured, viewed, and shared. This ensures a streamlined lead management process and enhances the overall efficiency of your event operations.