How to scan badges to create leads

How to scan badges to create leads

How to scan badges to create leads

Scanning badges in Cadence allows you to quickly capture attendee information at events and convert them into leads for follow-up. This process uses your mobile device's camera to scan QR codes on attendee badges, automatically importing their contact details into your leads database.

When to use

  • When collecting leads at conferences or trade shows
  • When you need to capture attendee information quickly
  • When tracking booth visitors during an event
  • When you want to match scanned leads with existing customer profiles
You must have the Cadence mobile app installed and be logged in to scan leads.

How to do it

    Open the Cadence mobile app on your device.
    Navigate to your event.
    Tap the scanner icon in the top-right corner of the screen.
You can also access the scanner by going to Leads → My Leads → "+" → Scan a Lead.
    Position your camera over the attendee's badge QR code.
    Wait for the app to recognize and scan the code.
Always scan through the Cadence app, not your phone's native camera. The native camera will not properly process the badge data.
    Review the captured lead information that appears on screen.
    Add any additional notes or select category tags if configured.
    Tap "Save" to store the lead.
    Verify the lead appears in your "My Leads" list.
    Check the "Matching" tab if Customer Matching is enabled to see potential matches with existing customers.

Troubleshooting

If badge scanning isn't working properly:
  • Ensure you have a stable internet connection
  • Verify that lead scanning is enabled for your event
  • Make sure you're using the latest version of the Cadence app (current versions are 2.7.404 for Android and 2.7.393 for iOS)
  • Adjust lighting conditions and avoid scanning at extreme angles
  • Clean your device's camera lens if scans are consistently failing
  • Try manual lead entry if scanning continues to fail

Related links

  • How to manually add a lead
  • How to export leads data for reporting
  • How to view lead details and scan information