Pre-event preparation
Before the event begins, make sure you’re fully set up and ready to network effectively.
Join the event using the event mobile app - Download and log in to the event’s official mobile app.
Complete your profile - Ensure your personal and company details are accurate and up to date.
Steps to onboard an event
Complete matchmaking - Fill out your interests to get personalized recommendations for meetings and sessions.
Setting up the networking profile
Note: Completing matchmaking is mandatory to enable the QR code scanning feature.
Connect to your company profile as a sponsor representative - Verify that you’re linked to your company in the Sponsor/Partner tab.
Where are Representative profiles displayed?
If you’re not connected, reach out to the event organiser for assistance.
Engage with Prospects - Exploring the Networking Tab
Send meeting requests to potential leads.
Bookmark key sessions relevant to your business.
In the Sponsor Portal, you can create Lead Qualification Questions for Lead Scanning in the Scan Questions tab. These questions help you analyze your leads more efficiently, segment them based on specific criteria, and prioritize your follow-up actions. You can create three types of questions:
Text
Single Select
Multiple Select
Scanning QR Codes
The app’s built-in QR code feature makes it fast and easy to connect with other attendees.
How to Scan
In the mobile app, tap the QR Code icon located in the bottom tab bar.
Choose the “Scan QR Code” tab.
Point your camera at another attendee’s QR code. The QR code may be:
On their badge (if the event uses printed QR codes)
In their mobile app under “My Code”.
Once scanned:
You’ll save the scan, and if the attendee joined the app and opted in for matchmaking, and can chat or suggest a meeting
If the attendee did not join via the app, you may still scan their badge QR, resulting in limited data captured and the ability to add notes only
After scanning, the lead appears in your Scans list in the mobile app under the Networking and People tabs.
Refer to the article - How to 'Scan QR code
Share Your QR Code via Mobila App
Make it easy for others to connect with you.
Access your own QR Code via the same QR icon in the bottom menu, or let others scan the QR code printed on your badge.
Let others scan your code to connect directly with you.
You will receive a report on these scans from the Sponsor Portal
Scanned Leads Report
Sponsor Portal Report
You can find all scanned leads in the Sponsor Portal, under the Scans tab.
From there, you can download a summary report containing all leads collected by your company representatives.
Refer to the article "Sponsor Panel" for more info
CSV Report Structure – Lead Scans Export
When you export your scanned leads from the Sponsor Portal, the file you receive will include the following columns:
Date & time of the scan
Prospect Name
Email
Company Name
Job Title
Operates in (might be empty)
Sponsor Rep
Notes
Accessing the Sponsor Portal
The Sponsor Portal is separate from the mobile app.
You’ll receive an invitation from the Event Organizer to access it.
How to get access to build the sponsor booth
Within the portal, you can:
Update your company’s profile information.
View and download consolidated lead reports (CSV)
Personal Scan Report (In-App)
Each company representative can download their own scan reports directly from the mobile app.
Open the mobile app.
Go to the Networking tab in the bottom menu.
Tap Scans.
Select Export scans (CSV) to download your report.
Don’t see the “Export scans” option?
Make sure you are connected to your company profile in the app.
If you’re not connected, reach out to the event organizer and ask to be linked to your company profile.
Even if an attendee skipped joining the app, scanning their badge QR code still allows capture of basic registrant details and adding notes.
Lead scanning access depends on event settings
If a user deletes their app account or is removed from the event, they may show up as “Deleted user” or “Deleted sponsor” in reports.
Ensure camera permission is granted on your phone—without it, scanning will not work.