Return to flip book view

APP USER GUIDE

We are a leading registration services and events software company that works within the trade exhibition, consumer and conference market. We pride ourselves on our strapline Passionate People, Intelligent Solutions and we have over 25 years of experience within the events industry.We offer a lead capture solution exhibitors can use to get the most from their time at the event – maximising ROI.You can capture leads, make notes, take photos, record audio, set relevant questions and view the data immediately.

CONTENT1. Setup videoOnline Account -2. Getting setup3. Getting setup cont.4. Setting up qualifying questions5. Qualifying questions cont.The Engage Scanner App- 6. Downloading the ‘Engage Scanner’ App7. Using the App8. Lead details9. Qualiers10. Recording notesOnline Account- 11. Accessing your leads

WATCH HOW TO SET UP YOUR ONLINE ACCOUNT AND APPPage 1 - Setup Video Customer Helpline: 01865 520 152Watch now

GETTING SETUP-Capturing leads at an event has never been easier than with the Jonas Event Technology Engage Scanner App.The rst step is getting your online account set up. Your online account allows you to setup qualifying questions (pre-event) and to view and export your lead data (post-event).You will have been sent several emails (depending on the number of apps you have purchased), but the rst one to look out for is your online account login email.Tip* The email you receive from us will look like the example on the following page. Keep your eye out for the email subject ‘Online access to scanner data for .. .’Page 2 - Online Account, Getting Setup Customer Helpline: 01865 520 152

GETTING SETUP CONT.-Below is an example of the email you will receive to log into your account.Page 3 - Online Account, Getting Setup Customer Helpline: 01865 520 152Click the green button to log in using the USERNAME and PASSWORD referenced in the email (clicking the link in the email will automatically enter these for you).

QUALIFYING QUESTIONS-The app will automatically record the details that the visitor has provided at registration. If you’d like to capture additional data you can add additional ‘qualiers’ to improve the quality of data.To add a qualier simply log into your account and click qualiers at the top of the dashboard. Then click the ‘Add New Qualier’ button:Page 4 - Online Content, Qualifying Questions Customer Helpline: 01865 520 152Type in the question. Select the type (explained on the next page), and add the possible options for your qualier (only possible for some question types).

QUALIFYING QUESTIONS CONT.-Choose how you would like your qualiers displayed.Page 5 - Online Content, Qualifying Questions Customer Helpline: 01865 520 152- Dropdown Lists have multiple options with only one available to select- Toggle on/off can either be ticked or left unticked- Multi-Select Lists have multiple options and any of them can be ticked- Radio Buttons have multiple options with only one available to select- Text inputs are for free typing text box

DOWNLOADING THE APP-Once you have successfully logged in and set up your online account, you are ready to download the app onto your chosen device(s).Forward each app login email (Hint• email subject ‘Mobile app download details for .. ‘) to the members of the team using the app(s) at the event.Page 6 - Engage Scanner, Downloading App Customer Helpline: 01865 520 152These are the details to use to login into the ‘Engage Scanner’ app. Download the ‘Engage Scanner’ app from either Google Play or the App Store.Hint• click on the appropriate tab if you are on your device or search for ‘Engage Scanner’ on the relevant store.Please note that each app can only be used on ONE device at any time. To change devices, simply log out of the device you are using before logging into another device.

USING THE APP-We hope using the app is easy, but here is a quick guide to what it can do.Page 7 - Engage Scanner, Using App Customer Helpline: 01865 520 152To scan the barcode on the visitor’s badge, click the purple scan icon and hover over the visitor’s badge.All of the visitor’s details willbe automatically uploadedto your app.

LEAD DETAILS -Once you have scanned the visitor’s barcode, you can view their information by clicking on their name.*Hint - If a record is showing as ‘Not Synced/Not Found’, this could mean that you don’t currently have a data connection. This will be resolved automatically as soon as you reconnect. If the barcode is not valid (i.e.. it is not a barcode of a visitor), it will not sync.Page 8 - Engage Scanner, Lead Details Customer Helpline: 01865 520 152The details tab shows the contact details of the visitor.

QUALIFIERS-*Hint - If you have added new qualiers online and they do not appear in the app, you may need to log out and log back in again.Page 9 - Engage Scanner, Qualiers Customer Helpline: 01865 520 152The qualiers tab will show the qualiers you set up in the online account. You save theseto each visitor here.

RECORDING NOTES-Page 10 - Engage Scanner, Recording Notes Customer Helpline: 01865 520 The notes tab allows you to make written and voice notes about the visitor’s enquiry and also take photos. These will be logged against the visitor’s record.

ACCESSING YOUR LEADS-Page 11 - Engage Scanner, Accessing Leads Customer Helpline: 01865 520 152Once you have scanned your visitor’s barcode and the details have synced, the visitor’s details will be available within your online account. This means that your sales team back in the ofce can monitor your activity and act upon any urgentenquiries before the event has nished. Simply log into your online account and select the ‘Leads’ tab.Within the ‘Leads’ tab you can export your leads by clicking the export button and you can assess which apps scanned which leads. You can view the visitor’s full details by clicking the visitor’s name which will also include the answers to the qualifying questions.

HELP AND SUPPORT-Jonas Event Technology are a leading event registration company. We work with event organisers to provide a seamless event registration service, including onsite support and exhibitor lead capture via our Engage Scanner App and Handheld Scanner solutions.We are committed to providing the very best customer experience and customer support. If for any reason your question is not answered within this user guide, please speak with a member of the onsite team. We also have a dedicated customer support number for our Engage Scanner App, 01865 520 152, and our team will be happy to assist with any issues you may be facing.If you run an event and would like further information on our services, please see our website: www.jonas.events or email us at hello@jonas.events and a member of our team will be in touch.Page 12 - Online Account, Help and Support Customer Helpline: 01865 520 152

WHAT OUR CUSTOMERS SAY-Page 13 - Online Account, Testimonials Customer Helpline: 01865 520 152“App was easy to download, didn’t take up a lot of space on peoples phones and worked great. Was also very easy to set up qualiers. One of the best scan apps I’ve ever used.” Christine P - Tradeshow Manager Global Events “It’s given us all the information we need to follow up on the conversations we had and it was very simple to capture it all. Thank you.” Ruth Stegles Fresh Air Fridays “It is very easy to use, an excellent information tool and supported by an excellent service.” John Kilmartin - Head of Marketing Hero Indemnity After the event we will send out a survey for you to complete with regards to the device and our service. If you could spore a minute, we would greatly appreciate your feedback.

Support Line: 01865 520 152 | www.jonas.events | leadcapture@eventdata.uk Jonas Event Technology, The Thames Wing, Howberry Park, Wallingford, OX10 8FD