Qualifying Questions

Qualifying Questions allow exhibitor teams to qualify leads with a predetermined list of questions. These can be set, either by the organiser, or the exhibitor team. 

Default Qualifying Questions: Questions setup for all exhibitor teams. Event organisers can edit or add new default questions for all exhibitors to reflect event requirements. 

Custom Qualifying Questions: Questions exhibitors can setup themselves via the Capture app, or by the organiser per exhibitor team in the CMS.

 

How to configure default qualifying questions

Event organiser can create predetermined qualifying questions in the CMS. These questions can then be exported directly from the app alongside lead profile data

Add or edit default qualifying questions

  1. Navigate to Lead Capture > Settings from the Navigation Menu
  2. Click the Default Qualifying Questions tab

To edit default questions:

  1. Hover your cursor over the question to edit options
  2. Click the Pencil Icon to edit or;
  3. Click on the  X to delete

To add new default questions:

  1. Click on the + Button
  2. Select user input item
  3. Input question
  4. Select Save

To reorder questions

  1. Click on the reorder arrows
  2. Drag and drop questions to reorder
  3. Select Save

Add custom qualifying questions

Custom qualifying questions are created by each exhibitor from within the Capture app. If required, the custom qualifying questions feature can be disabled for some or all exhibitors. Click here to learn more.

How to disable custom qualifying questions

Exhibitors can edit and update their own list of lead qualifying questions that can be completed for each scanned lead. This feature is enabled by default, however, an organiser may want to disable this feature for some exhibitors, for example, a Gold Level exhibitor may have more features than a Bronze Level exhibitor.

To disable custom qualifying questions for exhibitors

Custom qualifying questions can be disabled for some exhibitors. This is managed individually per exhibitor.

  1. Navigate to Lead Capture > Settings from the Navigation Panel
  2. Click the Settings tab
  3. Select Allow
  4. Click Save
  5. Navigate to Lead Capture > Exhibitors from the Navigation Panel
  6. Select the exhibitor you wish to disable qualifying questions for
  7. Click the Settings Tab
  8. Select Disallow from the drop-down
  9. Click Save