Using Smartphones and Tablets for Lead Retrieval: An App for Service Providers

Step-by-Step Tutorial

Sign in to

1. Create Service

To create a service select the ‘Services’ link in the navigation panel, and then select ‘Create a Service’ button

Scan Services

2. Select “Record Scans”

Record Scans

Set Where to Validate

Our Recommendation: Select to validate ‘On-Device and Later Sync Online’ as many indoor locations do not have stable internet connections throughout the facility.

Real-time or on-device sync

3. Name your Service

Optional: Add text or HTML instructions for the app user (i.e. the exhibitor).

Name your service

4. Authorize App Users for Access to this Service

Note: You can have an app username and password for each app user or a single one for all users.
We suggest you add one or more app-users. A common method is to have the username prefix be the initials of your organization followed by text or numbers, e.g. ABC-001, ABC-002, etc.

Authorize users to scan

5. Add Questions for Data Collection

Note: We have sample questions already prepared. However, you may want to add some or change one or more of the prepared questions to fit your specific needs. Sample prepared questions include Interest Level, Product Interests, Contact Method and Comments. To create your own questions, select the ‘Add a Question’ button located above the list of ‘Available Questions’ on the right side of the page.

Select ‘Add a Question’

Coding custom questions

Define the Question and the Answer Type

Name the question and select its answer type from the drop-down menu e.g. ‘Short Answer’ (form entry), ‘Multiple Choice (Single Answer)’ or ‘Multiple Choice (Multiple Answer)’. Input text into each option field for multiple-choice question types. Click the ‘Add Option’ button to include additional multiple choice answers for your question. Click the ‘Submit’ button to add this new question to the list of Available Questions.

Custom Question Options

Add as many questions to this list as you please. In order for these questions to be included in the service, you must drag & drop them from the list of Available Questions to the appropriate fields to the left. The ‘Ask before submitting any scan’ is typically used for services that only need to record information. Multiple questions can be dragged to the same field and ordered how you want them to appear to the app user.

[Note: Contact us if you would like to use our Image Capture feature to add images to scan records. Examples of how this is used include taking a picture of the attendee, or the specific product(s) they were interested in, and adding those images to the scan record for that attendee.]

Once Complete, Select ‘Save and Continue’

Save question flow

6. Advanced Options

Note: The Advanced Option “Improve performance by targeting the barcode format(s) of this service” improves the functionality of the scanning engine on your device. In the image we show QR Codes selected but any barcode format(s) can be selected. If you are unsure of the name of the barcode type you plan to use: Go to the ‘SD PRO – Try It’ option on the mobile application sign-in page as it will identify the barcode symbology after each scan.

Targeting Barcode Formats
Other Advanced Options (if needed):
Alter Scan Value
This enables you to scan a badge and then parse just the information you want to save or validate.
Alter Scan Response
This enables you to change the text (or HTML) that normally appears after a scan.
[Contact support [at] if you need these options and we’ll write the script for you.]

Review Service Specifications & Select ‘Done’

Service Specifications