To enable or disable capture methods for flows, navigate to the Events tab on the main menu (1), and select the corresponding row for the desired event (2).
Event Flows
- Event Flows - shows all flows that are available for users to capture leads (1)
- Edit Event Flows - click the pencil icon to add or remove flows, edit capture methods or set up a Primary capture method (2)
- Learn how to set up a Primary Capture Method here.
- Capture methods: Business Card, Digital Business Card, Manual Entry, Known Contact List, Badge AI - This is a list of the available capture methods for this flow; the Primary capture method will be highlighted in blue (3)
- AI Badge Scanning - in this section, you can enable Badge QR code scanning by purchasing the conference’s API Kit (4)
- Event Guest List - in this section, you can add a Guest List as a capture method (5)
Enable and Disable Capture Methods
- To enter the Capture Methods editor you need to navigate through the Edit Event Flows’ pencil icon to the Edit Capture Methods button (1)
- Badge (AI), Business Card, Digital Business Card, Manual Entry & Known Contact List - Blue Checkmark. No configuration is needed. You can turn on this feature by checking the checkbox (2) or turn it off by unchecking it (3)
- Event Guest List, Badge (QR) - Configuration is required. Red checkmark - the method is turned off because it requires configuration (4). Green checkmark - the method is configured and turned on (5)
