Scan questions are the fields your representatives fill in after they scan an attendee's QR code. This article is for the sponsor admin, who sets up the questions on the booth page in the admin panel.
Before you start
You need sponsor admin access to the booth. See Access your booth in the admin panel.
The organizer has turned on lead scanning for the event and Lead scanning for your booth. Without event lead scanning, the Scans tab is not shown. Without booth Lead scanning, the tab is grayed out. Hover over it to read "To see your scan details, reach out to the event organizer."
Your representatives are linked to the booth. Only your representatives see your questions. See Link representatives to your booth.
Where to find it
Booths > your booth > Scans > Scan questions in the admin panel.
What you control and what the organizer controls
You can:
Create, edit, reorder and remove your booth's questions.
See the answers on Outbound scans and export them.
Only the organizer can:
Turn on lead scanning for the event and Lead scanning for your booth.
Add representatives to your booth.
Choose which attendee profile fields appear as extra columns in your scans.
Copy your questions to a new event when they duplicate the event with its sponsors.
The organizer can also add, change and remove your booth's questions.
Create a question
Open Booths > your booth > Scans and select Scan questions.
Select Create new. The "Lead scan question" drawer opens.
In Question, enter the question.
In Field type, choose Text, Single select or Multiple select. The default is Text.
For Single select and Multiple select, add each answer with Add option. Every option needs text.
Select Create. Brella shows "Lead scan question created".
Field type | What the representative does in the app |
Text | Types an answer |
Single select | Picks one option from a list |
Multiple select | Picks one or more options from a list |
Change, reorder or remove questions
The list always starts with Add notes (Default question). This is the note field representatives see as Add a note. You can't edit, move or remove it.
To change the order, drag a row by the handle at its start. Brella shows "Position saved". The app shows the questions in this order, after the note field.
To change a question, select Edit, make the change and select Update. Brella shows "Lead scan question updated". Answers already given keep the text they were saved with.
To remove a question, select Remove. Confirm "Are you sure you want to remove this question?" with Remove.
Warning: Removing a question deletes every answer to it. This can't be undone.
How representatives answer
After a scan, the app opens Prospect details. It shows Add a note, then your questions in your order. Answers are optional. The representative selects Save and the app shows "Details saved".
To answer later or change an answer, the representative opens the scanned person's profile and selects Edit prospect.
Questions you add later appear the next time a representative opens Prospect details, also for people they scanned earlier.
A representative of several booths sees the questions of every booth they represent. The app shows only the question text, not the booth name. Each answer is saved for the booth that asked the question.
Attendees who are not your representatives never see your questions.
For the full scanning steps, see Lead scanning for sponsor representatives.
Where answers appear
Scans > Outbound scans has one column per question after Notes. The column name is the question text. Multiple select answers are separated by commas.
Inbound scans have no answers.
Edit on a scan changes only the Notes. Only the representative who made the scan can change the answers, in the app.
Export the answers
Open Booths > your booth > Scans > Outbound scans.
Select Export Outbound CSV. Brella shows "Your CSV export will be delivered by email shortly".
The email has a zip file with one CSV. After the scan details, notes and custom fields, the file has one column per question, in your question order. The column name is the question text. Multiple select answers are separated by commas. The Export Inbound CSV file has no answers.
When a representative selects Export scans csv in the app, their file has the same answer columns for the scans they made.
Limits
Question text and each option: up to 1,000 characters.
Questions belong to one booth. Other booths can't see or use them.
Removed questions and their answers can't be restored.
Troubleshooting
I don't see the Scans tab
The event doesn't use lead scanning. Ask the organizer.
The Scans tab is grayed out
The organizer has not turned on Lead scanning for your booth.
Create stays grayed out
Question is empty, or a Single select or Multiple select question has no option or an empty option.
A representative doesn't see the questions
The representative is not linked to your booth. Ask the organizer to link them. Once linked, they can open Edit prospect on earlier scans to answer.