The Lead scanning feature in Cadence allows you to capture attendee information at events by scanning badges, then match those leads with existing customer profiles in your database. This guide walks you through setting up lead scanning for your event, including enabling the feature, configuring scanning options, and setting up customer matching.
When to use
When preparing for conferences or trade shows where you'll scan attendee badges
When you need to capture lead information and match it with existing customers
When you want to automatically create engagement records from lead scans
When organizing a booth or exhibition where staff will collect leads
You must have Admin or Event Manager permissions to configure lead scanning settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Event Setup" in the left sidebar menu.
Click on "Menu" from the submenu.
Add the Leads menu item by clicking the blue "+" button.
Select "Leads" from the dropdown list of available menu items.
Save your changes to enable the Leads menu.
Go to "Leads" in the left sidebar navigation.
Select "Settings" from the Leads submenu.
Enable lead scanning by toggling the switch to "On".
Configure your lead capture settings:
Badge scanning method
Required fields
Custom fields or surveys
Create categories or qualifiers to help organize leads during and after the event.
Navigate to the "Customer Matching" section.
Check the "Enable Customer Matching" box to allow leads to be matched with existing customers.
Once customer matching is enabled, scanned leads may automatically create engagement records if an Ensemble form is selected.
Select an Ensemble form from the dropdown if you want to automatically create engagements.
Customize the automated engagement name format.
Save your configuration.
Test the setup by scanning a sample badge before the event.
Troubleshooting
If lead scanning isn't working properly:
Verify that you have purchased the correct developer kit from the event organizer
Confirm that API credentials are entered correctly in the lead settings
Ensure users are scanning through the Cadence app, not their phone's native camera
Check that users have the latest version of the Cadence mobile app installed