This document will assist you in setting up the configurable features Device Name, Purpose, and Custom Questions that are offered in RainFocus Lead Retrieval app.
After devices have been ordered and assigned to your account, the default landing page in the Leads Portal will display the “My Devices” section where you will see a "card” for each device.
Devices are named in sequential order, by default (Device 1, Device 2, etc.). You may edit or review the feature setup for a device at any time by clicking the pencil icon in the top right corner of the device card. Other than the device name, any updates made in this editor are reflected across all device cards, so no need to worry about making changes on each card if you need to edit something!
The Device Name and Purpose features are used to help you gain more granular insights about your lead captures. Both categories are displayed as columns in your leads download file and the view leads section of the Leads Portal once scanning begins.
This page includes the following sections:
Setting up a custom device name is helpful when you are scanning in multiple locations at the same time (i.e. you have a kiosk in one area and your booth on the main show floor.) or if you have multiple staff onsite, each with their own device and you want to keep track of who made contact with specific leads.
To edit a device's name, click the device card edit icon> Device Name. Best practice is to keep device names under 30 characters.
Note: Device Name can only be changed if you have more than one device on your account and it must be changed before onsite scanning begins. The Leads Portal is the only place to change the device name.
Adding a purpose to your lead devices is helpful if you are using one device for multiple scanning areas and want to more easily distinguish what experience each scan is associated with (i.e. giveaway, demos, morning theater session, etc.) It can also be useful if you have staff working in shifts and want to quickly identify which scans were associated to each staff member.
To edit a device's purpose, click the device card edit icon> Purpose.
By default, No Purpose and Add a Purpose are the displayed options. Once you begin to add purposes, they will display in a single select list view. The same list will display across all device cards, as well as in the Device Configuration section of the app on the device.
Device card edit modal view
You can set up Custom Questions in the Leads Portal. While Custom Questions are typically used as qualifiers for marketing and sales teams that review the scanned leads after the event, Custom Questions can be used in other situations.
In the Leads Portal, a device card appears for each device purchased or assigned to your account. The Assign Question Set button appears on cards where Custom Questions have not been set up.
To create custom questions:
Click Assign Question Set or clickon any of the device cards.
Note: You can assign the Question Set you set up on one device to other devices or device cards.
The Edit Device dialog appears.
Click New Question Set.
The Setup Question Set dialog appears.
- In the Question Set Name field, enter a title for the question set. This title appears in the list of question sets when assigning question sets to a device.
Choose the question type you want.
Option Description Paragraph Text
Displays text for the attendee to read, for the person scanning to read to the attendee, or as a reminder to the person scanning about an action or step to take next.
Links are not supported in the text.
Text Box Entry Allows an open text field for an undefined answer. Select List Displays single-select answers in a popup on the device screen. Multi Select Displays multi-select answers in a popup on the device screen. Radio List Displays single-select answers in a list below the question on the device screen. Checkbox List Displays multi-select answers in a check list below the question on the device screen.
Specify the question title and answers.
Option Description Type
The type of question.
Note: You cannot change the question type after creating a question and clicking Submit.
This question text to display.
The field is limited to 100 characters (including spaces and punctuation).
Tip: You can re-order questions by clicking and dragging the icons above questions.
An answer to display for this question.
The field is limited to 32 characters (including spaces and punctuation).
Add Lets you enter additional answers for the question.
Lets you sort the order of answers to the question.
You can click and drag the icon to re-order of the questions.
When finished, click Submit.
(Optional) Create another question set.
You can create as many question sets as you want.
Each question set appears in the Edit Device menu for each device card.