If your organization elected to purchase and use lead questions on your leads device to enhance your sales effort, you can easily enter attendee responses into the attendee record. These leads questions are created and customized by you to precisely address your needs. Once you purchase custom questions, you can create as many questions sets as you need. For example, you may want one question set for attendees at a "Welcome" event and another question set for attendees at a give-away hosted at your booth. After the event, these leads and their accompanying questions are easily accessible in the Leads Portal.
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.
Tip: While answers to Custom Questions are typically used after the event as qualifiers for marketing and sales teams that review the scanned leads, Custom Questions can be used in other situations.
To create custom questions:
Log in to the Exhibitor Portal for your event. Then access the Leads Portal.
In the Leads Portal, under My Devices, you will see a list of the lead retrieval devices assigned to your organization.
To choose the questions to assign to a device, click click the edit icon () on any of the device cards.
In the Edit Device dialog, do one of the following.
To assign an existing question set to the device, click the circle next to the question set you want to use. Then click Save.
If you want to create a new set of questions, click New Question Set.
Note: You can assign the Question Set you set up on one device to other devices or device cards.
Note: Question Sets are groups of custom questions that will show up on your device when you scan your leads. By asking custom questions, you can gather very specific data, and quickly determine who your hot leads are.
- 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.