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.