Configure Qualifying Questions

How to configure qualifying questions

Enable exhibitors to create and complete survey questions assigned to scanned leads. These questions can then be exported directly from the app alongside lead profile data

Add or edit default qualifying questions

Default qualifying questions are setup for all exhibitors in Capture. As an event organiser you can edit or add new default questions for all exhibitors to reflect your event requirements. To edit in the Core:

  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.

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