In this article, you will learn how to edit the lead form that your team uses to qualify leads in the app and how to publish changes as a new version.
HOW DOES THE LEAD FORM WORK?
Each event has exactly one lead form. It applies to all roles. You make changes in a draft. It only becomes a new version that appears in the app once it has been published. Leads that have already been recorded retain the version they were recorded with, and therefore their original answers.
The Account Manager field is always fixed at the top and cannot be removed. It is automatically loaded from the guest record.
STEP-BY-STEP GUIDE
- Open your event and select ScanMyLead > Lead Forms.
- Click Create draft. If you have already started a draft, the button is called Edit draft.
- Under Add field types on the left, click the desired field type. The field appears at the end of the form.
- Under Field settings on the right, define the label, help text and other options.
- Change the order using drag and drop or the arrows next to the field.
- Check the form using Preview (mobile).
- Click Save to save the draft.
- Click Publish, optionally enter a Change note and confirm with Publish.
FIELD TYPES
| Field type | Purpose |
|---|---|
| Text input | Short entries on one line |
| Textarea (multi-line) | Longer notes |
| Single select | One option from a list |
| Multi-select | Multiple options, such as interests |
| Radio list | One option, all visible one below the other |
| Checkbox | Yes/no using a tick |
| Date | For example, a follow-up date |
| Rating (1–5 stars) | Assessment using stars |
| Lead qualification (Hot/Warm/Cold) | The lead's temperature; this is included in the lead score |
FIELD SETTINGS
| Setting | Description |
|---|---|
| Label | The field name in the app; required |
| Help text | Short explanation below the field |
| Key | Technical name of the field, for example, for export |
| Required | The field must be completed |
| Include in export | The field appears as a column in the export |
| Visibility | Always visible or Only under a condition, for example, only after a specific answer |
| Options | For selection fields, a value and label for each option |
| Tip: Use Only under a condition to keep the form short. For example, a free-text field called “Other” will then only appear if “Other” is selected under interests. |
MANAGING VERSIONS
The Version history shows each version with its live period and change note. The current version is marked as Active, while older versions are marked as Archived. Use Discard to delete a draft without publishing it. Use History to view the changes in the draft.
DO YOU HAVE ANY QUESTIONS?
If you have any questions, our Customer Service Team will be happy to help.