How do I modify the Lead Form?
Using the Scan2Lead PORTAL
you will find 'Configuration'
to verify the existing lead form. A standard lead form as listed below, is the starting point for your modifications.
Note: Modifying questions and answers influences already captured data! The modifications should be done before the start of the fair! You cannot rollback your changes.
a tag in oder to change its name
a tag in order to remove it
of type single or multiple answers
Create New Answer
with no, optional or mandatory note
an existing lead form from a previous or export
an existing lead form to use it for another event
Hint: Consider, when creating new questions and answers, the text in the caption field must have a minimum length of 1 and a maximum length of 50 characters. The maximum length for the field description is 500 characters
What is the difference between Single and Multiple answers in the Lead Form?
If you create a 'New Question' or 'Edit' a Question you can select if 'Single answer' oder 'Multiple answer' are possible. Single answer means that only one the listed answers can be selected when filling out the Lead Form Multiple answers allows ...
How can I create new Question and Answers in the Lead Form?
Note: New questions and answers are added on the same level underneath the selected item New question Select the item you want to add a new questions underneath Click on the 'New Question' button on the left Enter 'Caption' and 'Description' for the ...
How can I edit or delete visitor in Scan2Lead PORTAL
Edit visitor data Go to Scan2Lead PORTAL and click on 'Visitor Data' - 'Visitor Data' to see the list of the captured visitors select the visitor data you want to edit by clicking on the name Use the 'Edit' function the details of the visitor are ...
Can I use the Lead Form with Scan2Lead STATION?
Using the Scan2Lead STATION allows you to add the required lead form data to the visitor data directly at the screen. Click on the visitor from the list you want to edit choose the Lead Form tab (on the right) As soon as an answer is selected, or ...
Can I copy a lead form used at a previous exhibition?
In order to copy an existing lead form within the same Scan2Lead PORTAL (same email address) login with your credentials at the Scan2Lead PORTAL select menu Configuration and click Lead form click the Import / Export Button on the left side select ...