Overview

End users will capture Prospect information by entering data onto a custom form, scanning badges, capturing business cards, and more. This document will guide users through downloading the app, setting it up, and capturing Prospect data.

Getting Started With the Mobile App

Prior to attending the event, ensure that your device is equipped with the most recent version of the mobile app. The app is compatible with Apple iOS version 14 or higher, Android version 10 or higher, and Amazon Fire OS 7 and above, supported on Amazon Fire tablets released in 2018 or later.

Mobile App Navigation Video

This video walks through how to use the mobile app.

New Users

If you are a new user, you will receive an email with an invitation code and links to the App Store and Play Store. If you prefer a text message invite, please contact your event coordinator before the event. After installing,

• Open the mobile app

• Enter your email

• Enter your authentication code

• Tap Sign In
  

• If prompted, allow notifications

Once you have logged in, you will not need to do so again. The app will remember your device unless you uninstall the app or manually unauthenticate.

Resending Auth Code

If you forgot or lost access to your auth code, tap on 'Forgot Auth Code?', to resend it to your email.

Existing Users

If you are an existing user, you are ready to go. Make sure you have the most up-to-date version of the app. Normally the app will update automatically through the App Store, but it is best to check for pending updates before the event.

If you uninstalled the app or unauthenticated after your last event, simply use the same authentication code and follow the steps above. If you no longer have your code, ask your event coordinator to resend it. 

Using the App

When you first log in to the app, you will see the Events screen. The Events screen will only show events you have been invited to.

While the App loads, you will see a syncing bar at the bottom. If this is your first time opening the app, it might take up to 30 seconds to fully sync everything. 

Tap on an Event to open its options.

• Capture - open event lead capture form

• Rapid Scan - opens the badge scanner or business card element for the form and allows the user to scan one after another. This option is only displays if an administrator has added it to the form properties.

• Review Submissions - view or edit previously-captured leads

• Instructions - view instructions for this event

• Cancel - return to Events screen

Mobile App Menu

Settings

Before starting, review your device settings. To access settings, tap the menu icon in the top-right corner and select Settings.

Organization

The organization section shows data on your organization's profile from Lead Liaison. This data is for informational purposes only and cannot be changed within the app. 

• Name– the name of the organization

• Key– device key for testing purposes only

• Operator– user the device is assigned to

• Device ID - a unique ID for your device (may be used for support purposes)

Localization

Change the displayed language. App menus, field labels, and field hints will change, but Event Names and locations will not change. 

Automatic Upload

The operations section has the automatic upload option. By default, automatic upload is enabled. While it is enabled, Captello will automatically push new prospects to the Lead Liaison platform. If you prefer to review submissions before sending them off, turn this toggle off. 

Save Business Cards on Device

Saves a copy of the business card image (both front and back) in images locally on your device. 

Reminder for Unsubmitted Leads

If the Automatic Upload setting (above) is disabled and Reminder For Unsubmitted Leads is enabled, a notification will trigger (based on the scheduled time) if leads have not been submitted from the device to the server. This notification may be triggered when leads are collected in bulk. For example, from Rapid Scanning badges or business cards. 

Auto-Crop

Turning this setting on will crop the image of the business card around the card only. Works best with contrasted backgrounds. Cropped images are easier to transcribe and result in higher quality results. 

Kiosk Mode

Use this section to manage your kiosk mode password. If you open a kiosk mode form without setting a password, the app will ask you to create one at that time. If you forget your kiosk mode password, you will have to return to your device's home screen and exit the app to restart it. 

Scan

Scanner

The scanner has 3 modes:

• Automatic
• Classic
• Advanced

Advanced mode supports all badge types, including Aztec, Code39, PDF417, while Classic mode does not support Aztec and Code39.

By default, Automatic mode is selected, which switches between Classic and Advanced mode as it fits. When your capture form's scanner type is set to Aztec, Code39, or PDF417, the scanner will automatically be switched to Advanced mode to accommodate. For other badge types, it will switch to Classic mode.

Barcode Length

Barcode length is a capture form scanner setting that specifies the length of badge IDs to be accepted by the scanner. If a barcode length is set to your capture form, the scanner will only accept barcodes that have IDs with the same length. For more information, refer to Lead Capture Management#Barcode-Length.

Single Tap Selection

Allows a single tap on drop downs and eliminates the need to make a selection and then click a button to enter your choice. 

Diagnostics

The Diagnostics section contains information that may be required by the support team in case of any questions or concerns. To save temporary device storage, you may turn logging off. However, the support team may be unable to diagnose potential issues without logs.

Account Deletion

To unauthenticate your device, click the red button. Keep in mind, you will need a new authentication key in order to reactivate your device.

Support

Inside the mobile application you'll see a menu option for Support. Inside this area there are three sections:

1. Start a Conversation: This option launches a communication system that connects you with multiple members of our support team. From here the support team can provide guidance, troubleshooting, and even screen share with your mobile device. You can also search for help using a built in knowledge-base under the "Find an answer yourself" section. Support usually responds within a few hours. If your inquiry is urgent, it's possible to have a real-time conversation with a support representative. If you're not able to respond within the mobile app then an email will be sent to you. 
2. Open a Ticket: This option opens your device's native email client. The email sends a message to support@leadliaison.com where a support ticket is opened. 
3. Documentation: The page links to our documentation page on the web. 

Admin

This section allows the admin level users to perform below actions right from the mobile app:

• Check and share Auth Code
• Check event access for users
• Send new invites

Click on the hamburger icon at the top left and select Admin:

Next, select the event you'd like to check or grant access for:

Now you'll see a list of all of the users who have access to the event. This is divided into three sections:

• All: Shows all of the users who have access.
• Used: Shows users who have logged into the app using their Auth Code.
• Pending: Shows users who have not yet accepted the invite or used their Auth Code.

To check or share Auth Code, simply click on the user and it will show the details like below. You can also share this information using the Share option.

To invite a new user, click on the red + icon at the bottom right. From here, you can either add a new user invite, send invite to an existing user, or send a universal invite:

In case of a new user, simply enter the name and email address of the user and click Invite. If you like to send invite via email and SMS both then you'd have to enter their phone number as well.

If you are inviting an existing user, click on the Select User dropdown menu and select the user to send the invite to:

Analytics

You can view all your event analytics in the app as well. Open the app menu, tap  analytics,  and choose your event to get started.

This is the same information as you get in the Events Dashboard under the web app.

Lead Capture

To begin capturing leads, tap on the appropriate show and select Capture. If this is the first time you have opened this Event form, you may see the Event’s instructions.