How can I filter visitor data?
In order to use the filter functions please visit Scan2Lead PORTAL
to find the filter symbols underneath the menu bar.
You have 6 different filters to use:
Quality of visitor data received
Lead Form - display visitor with one or more answers from the lead form
Visitor has rating
Visitor has attachments (e.g. scanned business card)
notes were added to visitor
visitor has survey answer - the visitor replied to profile questions during the registration (only if available from the organizer)
click the 'Reset Filter'
button to get the list of all captured visitor data.
When filters are applied, the filter in use will turn yellow.
When a auto filter is selected, the data you want to display is listed, the rest is hidden. If the
'Export to Excel' button is clicked, only displayed data will be exported.
Why do I not see the full list of Visitor Data?
The most common reasons preventing you from seeing the full list of your captured visitor data are you activated one or more filters you already entered characters in one of the search boxes Using a filter for a range will show the data you want and ...
How does the visitor data export file look like?
When exporting visitor data from the Scan2Lead PORTAL an excel file named Company Name - VisitorData_YYYY.MM.DD_HH.MM.SS.xlsx is downloaded to the local download folder of your PC. Note: The export includes all listed visitor data. In case a filter ...
How can I export my visitor data?
To download your visitor data login with your credentials at the Scan2Lead PORTAL select menu Visitor Data and select Visitor Data Click the Button Export to Excel to download the list of displayed visitors Once the download has finished you will ...
Data quality of scanned visitors
Barcode scanning The quality of visitors data is dependent on the information provided by the visitor when registering for an event aswell as from the organizer providing the data. The more information you get with a scan the better the quality of ...
How can I search for specific visitor data?
Go to Scan2Lead PORTAL and log on with your credentials. Under 'Visitor Data' - 'Visitor Data' you will find search boxes below the columns. You can enter characters to retrieve the desired range of visitor data. By typing in the characters, you can ...