This article explains how your team scans badges in the app, qualifies leads using the lead form, and captures many badges in quick succession.
REQUIREMENTS
Before you start, you need:
- to be signed in to the app with a role that has scanning permissions
- access to your device's camera
THE EXHIBITOR HOME PAGE
After signing in, booth staff see their booth's home page. There, you will find the shortcuts Scan badge, Quick scan, and View leads, as well as the figures Leads at booth, My scans, Leads today, and Hot. Below this, you will see the distribution by temperature and the latest leads.
SCAN AND QUALIFY A LEAD
- Tap Scan and select Lead scan at the top.
- Hold the QR code on the badge within the frame. The app detects the code automatically.
- Check the visitor's displayed contact details.
- Tap Qualify lead to open the lead form. Select Save as lead only to save the contact without completing the form.
- Complete the form, for example with notes, lead qualification, and interests. The progress indicator shows how many fields have been completed.
- Tap Complete.
The app confirms the lead with Saved, shows who captured it and its points. Continue with Scan next badge.
| Note: Entries in the form are saved automatically. You can interrupt the form by selecting Leave form and qualify the lead later via My leads. |
For exhibitors, the app displays the room to which the lead is assigned under Capture context.
Select Change to choose a different room.
CAPTURE MANY BADGES QUICKLY
When things get busy, use Quick scan. Each scan is immediately captured as a lead, without a form and without closing the camera.
- Tap Scan and select Quick scan, or tap Quick scan on the home page.
- Scan the badges one after another.
The app keeps count under Captured in this session and displays the most recently captured visitor. Qualify the leads later via My leads.
WHEN A BADGE CANNOT BE READ
On the scan screen, tap Search manually and enter at least two characters of the name or company.
Select the visitor from the results list.
The rest of the process is the same as for scanning.
| Note: Manual search is available only if it has been enabled for your role under ScanMyLead > PWA roles. |
KEEP TRACK OF LEADS AND YOUR TEAM
- My leads: All leads from your booth, filtered by My scans only or All, and by Hot, Warm, Cold, and Session. These leads are visible to your entire booth.
- Team: Who else has captured leads at your booth and how many leads each person has.
- Analytics: Leads at booth, percentage of hot and qualified leads, top contexts, lead funnel, and leads per hour.
- Export: An Excel file of your leads, filtered by temperature, your own captures only, or leads with follow-up.
| Important: As the organiser, pursuant to Art. 6(1) GDPR, you are responsible for ensuring that a valid legal basis—in particular, valid consent pursuant to Art. 7 GDPR—exists for processing the personal data of the guests or participants concerned. AirLST provides the technical tools as a processor pursuant to Art. 28 GDPR; responsibility under data protection law as the controller within the meaning of Art. 4(7) GDPR remains with your organisation. |
HAVE QUESTIONS?
If you have any questions, our Customer Service Team is available to help.