User Guide - LeadSuccess Mobile

User guide
LeadSuccess Mobile

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 User Guide - LeadSuccess Mobile

Index
1 Introduction ................................................................................................................................ 3
2 How to use the app – Short explanation .................................................................................... 4
3 How to access the LeadSuccess app ...........................................................................................5
4 Start page .................................................................................................................................. 6
5 Collect data ................................................................................................................................ 7
5.1 Scan a business card ........................................................................................................... 7
5.2 Scan a barcode or a QR-Code............................................................................................. 8
5.3 Enter information manually ............................................................................................... 8
6 Questionnaire ............................................................................................................................ 9
7 GDPR signature ........................................................................................................................ 10
8 Attachments............................................................................................................................. 11
8.1 Add pictures ...................................................................................................................... 11
8.2 Add sketch/signature ........................................................................................................ 12
8.3 Add audio recording.......................................................................................................... 12
9 Local, Upload and Search ......................................................................................................... 13
10 Options ................................................................................................................................. 14
10.1 Design ............................................................................................................................... 15
10.2 Account options ................................................................................................................ 16
11 Profile – User info ................................................................................................................. 16

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 User Guide - LeadSuccess Mobile

1 Introduction
The LeadSuccess Mobile app allows you to collect data and information about your visitors in an
easy, fast and reliable way by using different kinds of methods. That means that it is possible to
scan barcodes, QR-Codes, business cards or enter information manually. In addition to this, you
can fill in a customizable questionnaire, take notes and add pictures and sketches to each contact
you collect.
All the functions can be found in the “LeadSuccess Portal”, which allows you to manage your app
users, create your own event-specific questionnaire, check and edit leads and furthermore export
your collected leads to different Excel formats.
For each order of the LeadSuccess Mobile application, you receive the ordered number of licenses
to use the app on any mobile device. Additionally, you get an administration account that allows
you to access the LeadSuccess Portal and use the above-mentioned features.
The app works on all three OS (Android, Apple and Windows) and can also be used without a
continuous internet connection. After downloading the app, you will need to access it with the
given username and password.

Please note: Do not use the Memo field in the address data to enter comments, these will be
deleted!

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2 How to use the app – Short explanation

Download the Scan Qualify Data export

app and log in

1D-Barcode, Questionnaire Statistics or

QR-Code, or sketches reports
business cards
or manual
entry

How to use the LeadSuccess Mobile app?

It is very easy:
- Download the LeadSuccess Mobile app from the store (Android, Apple and Windows).
- Access the app by using the username and password provided by email.
- Either scan the barcode on the ticket of the visitor (1D or QR-Code - this is only available at
certain tradeshows), scan the business card or collect the address information manually.
- Fill in the digital questionnaire, which can be set up in the LeadSuccess Portal.
- Add pictures, audio notes or sketches.
After that you are done. Further detailed information can be found in the following chapters.
Please note: if you ordered/are using LeadSuccess Service Plus, you do not need to log-in as
the device will be already set up.

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3 How to access the LeadSuccess app

After the confirmation of your LeadSuccess Mobile app order, you will receive your login data for
the application and one administration account for the LeadSuccess Portal. It is necessary to use
this login information to access the app.

Please note: if you ordered/are using LeadSuccess Service Plus, you do not need to log-in as the
device will be already set up.

1. First of all, download the LeadSuccess Mobile app from the store (Android, Apple and
Windows). The direct links to download the app will be provided together with the login
data. You can also search for it by entering the name “LeadSuccess”. Downloading the
app is free of charge.

2. Launch the app, enter the username and password provided

by email and press “ok” (Orange tick icon at the bottom).
After this, the local database will be downloaded. This may
take some time, depending on the speed of the internet
connection.
Please note: In order to access the app for the first time,
an internet connection is required.

3. Please be aware of the fact that you can only login on

one device using your access data for the app. If you
login on another device with an already used account,
your previously used device will be blocked and will
not work anymore.

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4 Start page
On the start page, you can find the following functions:

Icon Function
Menu: This icon makes you access the
start page, the search application
and the settings/options.
Here you will find the information
about the latest contact you collected.
Clicking on it allows you to modify the
address data, the questionnaire and
the sketches for this contact.
This function shows you how many
contacts have been saved locally on
your device. Clicking on it shows you a
list of all of these contacts.

This function shows you how many

contacts have been uploaded to the
main server from your device. Clicking
on it shows you a list of all of these
contacts.
Clicking on this function directs you to
the “search” application.

Clicking on this function opens the

camera and allows you to take a
picture of a business card.
Please note: this function is not
available on LeadSuccess Service
Plus.
Clicking on this function opens the
camera and allows you to scan a
barcode or a QR-Code.

Clicking on this function opens the

address data mask and allows you to
enter address information manually.

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5 Collect data
As seen in the previous chapter, you have three main options to collect address data: you can either
scan a business card, scan a barcode or QR-Code or enter information manually.

5.1 Scan a business card

To collect data through business cards, click on the “business card” button on
the start page, which starts the camera function. It may be necessary to give
the app access to the camera.
Take a picture of a business card (the bigger the picture taken, the better for
the OCR recognition software).
Please note: this function is not available on LeadSuccess Service Plus.

After taking the picture of the business card, resize it and click on “save”.
Then the questionnaire will be shown, where you can add additional
information about your visitors.
On the start page only the picture of the business card will be shown, until
the recognition software has analysed the card information. If you do not
have an internet connection, which is needed to upload the business card
image, you will also only see the picture of the business card.

If you click on the Menu → Options, it is

possible to activate/deactivate the automatic
recognition of businness cards. This means
your device will try to automatically recognise
and take a picture of the business card you are
trying to scan.
Please note that dark light or shadows may
interfere with the automatic recognition.

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5.2 Scan a barcode or a QR-Code

In order to scan a barcode or a QR-Code, click on the “barcode” button on
the start page, which starts the camera function. It may be necessary to give
the app access to the camera.
Please note: It is possible to scan QR-Codes which contain vCard data. If
you want to scan the barcode on the tickets of a tradeshow, please
contact us to find out which tradeshows are supported.
Make the red line cover the barcode or the QR Code. You may need to scan
it from a closer or further distance, depending on the code and the quality
of it.
It will be recognized automatically and you will be redirected to the
questionnaire page.

5.3 Enter information manually

If the visitor does not have a barcode or a business card, it is always
possible to enter his/her address data manually.
In order to do so, click on the “manually” button on the start page.
The address data mask opens. Enter all important information, click
on the “confirm” button at the bottom (orange “tick” icon) and you
will be redirected to the questionnaire page.

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6 Questionnaire
After scanning a business card, QR-Code, Barcode or
after entering information manually, it is possible to
add additional information using a digital
questionnaire.
The questionnaire can be set up with your own
questions and answers in the LeadSuccess Portal.
In this application, it is also possible to enter additional
information manually for each question, if a text field
has been activated.
It is also possible to use the microphone symbol to
enter voice recordings.
After entering all information in the questionnaire
application, click on the confirm button at the bottom
(orange “tick” icon) and you will be redirected to the
“attachments” page.

With you can collect a new contact using the

same method as you just used (for example if you
scanned a barcode, the barcode-camera will open up
again).

With you can add a picture to the current

contact.

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7 GDPR signature
If activated in the portal, it is possible to make visitors
sign a customizable GDPR text.
The text can be modified in the LeadSuccess Portal.

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8 Attachments
In this application, it is possible to add sketches, drawings,
audio recordings or additional information.
- To add a drawing/signature, click on the first icon
(“pen icon”).
- To add a picture, click on the second icon
(“camera icon”).
Please note: this function is not available
on LeadSuccess Service Plus.
- To add an audio recording, click on the third icon
(“microphone icon”).

The button allows you to add another

drawing/picture/audio recording.

Click on the confirm button at the bottom (orange “tick”

icon) and you will be redirected to the start page.

8.1 Add pictures

In addition to filling in the questionnaire, it is also possible to add one or more
pictures. In order to do so, click on the “camera” icon at the bottom on the
right-hand side, resize the image and click on “save”.
Please note: this function is not available on LeadSuccess Service Plus.

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8.2 Add sketch/signature

This feature helps you to add a sketch or a signature. In order to do so,
click on the “pen icon”, draw your sketch or signature and click on
“confirm”.

8.3 Add audio recording

By using the audio function, you can add an audio recording. In order to do so,
click on the “microphone icon”, record your audio and click on “confirm”.

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9 Local, Upload and Search

These applications allow you to look at the list of
contacts:
• contacts that have been stored locally on your
device (“local”)
• contacts that have also been uploaded to the
server (“online”)
• to search for a specific contact (“search”)
The amount of contacts listed under “local” and “online”
is important in order to see, how many contacts still
need to be uploaded, especially if you are using the app
with an unstable internet connection.
Before uninstalling the app or logging off, make sure
that all data has been uploaded. The contacts listed
under “local” need to have at least one “tick”. If one
contact still shows a “watch” icon, it means that it has
not yet been uploaded and has only been saved
locally on the device. Uninstalling the app or logging
off will delete all contacts that have NOT been uploaded.
Please note: if one account is used on more than one device, the upload of new contacts will work
only on the last device you logged in. The upload on all other devices is blocked.

NOT UPLOADED

UPLOADED – OK!

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10 Options
By clicking on the three lines on the left-hand side, you can access the menu and click on “Options”.

Under “Options” you can find:

Information about the app and its version

Camera options:
The options “quality” and “camera megapixels” help you to modify
the size of the images taken (business cards and attachments).

The automatic recognition can be turned on/off here.

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Logoff activation:
Logging off the app has been deactivated by default. In order
to log off, you need to turn on the “Allow logoff” option.

10.1 Design
Under “Design”, it is possible to change the theme and colors of the
app.
If you want to change the colors of all apps of your account, we
highly recommend doing this in the LeadSuccess Portal and not in
the app.

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10.2 Account options

Under “Account”, it is possible to log off from the app and
change the account.
In order to do so, you need to activate the “Allow logoff” option
under “Options”. After this, click on the three dots at the right-
hand bottom and click on “Logoff”.
Please note that if you logoff, all the data that has not yet
been synchronized/uploaded to the LeadSuccess Portal, will
be deleted.

11 Profile – User info

By clicking on the username in the right-hand corner, you can access the “User info” page.

Here you can change your “presence” at

the stand (see “Infodesk” application in
the LeadSuccess Portal user guide), by
clicking on the “Presence” switch.
If it is on, it will show a green symbol on
the right-hand side and tell the
“Infodesk” application you are on site. If
you turn it off, a red symbol will appear
on the right-hand side and in the
LeadSuccess Portal Infodesk
application.

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You can also use this application to send messages

from and to the infodesk application in the portal
by typing them in under “My info”. After this, click
on the “send” button at the right-hand bottom
(“paper plane” icon).
To add your profile picture, click on the “camera”
icon at the bottom.

The “business card” icon allows you to enter your

address data information and create a QR-Code,
which can be scanned by other LeadSuccess apps
or other barcode scanning apps.

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