Manage Capture app options for Exhibitors

How to manage Capture app options for exhibitors

There are a few options that can be configured from within the Capture app on your mobile device.

Custom Qualifying Questions

Exhibitors are able to add their own custom qualifying questions to assign to scanned leads. When created in the Capture app questions are synced across the team and can be completed by exhibitors after scanning a lead.

Answers can then be exported directly from the app with corresponding profile data.

Note: If adding a new qualifying question, this question will only apply to all leads captured after its creation. Also, if a qualifying question is deleted, all data related to that question will be lost.

  1. Click Manage on the home screen
  2. Select Qualifying Questions from the list of options
  3. Click + to add a new question
  4. Select the type of question you wish to add
    1. Star Rating
    2. Yes/No
    3. Date Picker
    4. Long Text
    5. Short Text
    6. Checkbox
    7. Multiple Choice
  5. Add the Question and, if applicable, the response/s
  6. Click Save

Exhibitor Team

Exhibitor teams can be managed from the Capture app. From here you can invite new team members by scanning their QR code on their badge or from their Capture app, or invite them through email.

Note: to add team members to the exhibitor team, these people will need to be setup as profiles in the Core.

To add a team member

  1. Click Manage on the home screen
  2. Select Manage Exhibitor Team
  3. Click +
  4. Accept the conditions
  5. Add a team member by:
    1. Scan Scannable QR code either on their attendee badge or on their device in the Capture app when they try to login.
    2. Email Enter the email address of the new team member if they are a profile in the Core

To view team members

  1. Click Manage on the home screen
  2. Select Exhibitor Team from the list of options

Members who are part of the team and have accepted the invite are listed under Team Members. Those who are yet to accept the invitation are listed under Pending Team Members. This list will also display all available contact information for team members, managed from the Core.

Camera timeout settings

Select an amount of time the camera will stay active before closing

  1. Click Manage on the home screen
  2. Select Settings from the list of options
  3. Click on the dropdown option to confirm preference

Logout / Change Event

The Capture App will leave you logged in to the last event you attended. You may need to logout to change the event.

  1. Click Manage on the home screen
  2. Select Logout/Change Event from the list of options
  3. Here you can view the event you are currently logged into, the exhibitor team and your team member name.
  4. Click Logout