Zuant

Charlotte Rimmer

Shanesa Marraffa

You'll find various articles & video's on how to use tools within the Zuant Cloud

Zuant Cloud

Update the logo displayed in your Account in the Zuant App and Cloud

Change Your Account Logo

Update Your Account Information

Add MFA to your Zuant Account for that extra layer of security when your users log in

Enable MFA (Multi-Factor Authentication)

Enforce a Password Policy for your Users when logging into the Zuant App or Cloud

Enable a Password Policy

Assign feature-specific or admin-level permissions to your users

Manage Additional User Permissions

Allow your visitor to opt-in to storing their data, marketing follow-up and more

Creating Consent Tokens

Add a Privacy Statement to your Zuant Account for attendees to view and accept as part of the lead capture process.

Add a Privacy Statement to Your Account

Set up Teams so that your users only see the specific events that they are attending in the Zuant App

Create and Manage Teams in Zuant

Create and Manage Password Reset Emails in Zuant

How to configure custom skins in Zuant Cloud

Create & Edit Custom Skins

Are you a Administrator for your Zuant Account? Here's all the features and settings only you have access to

Admin Features & Tools

Data quality check your business cards with the Bizcard tool.

Processing Business Cards in Zuant Cloud

Everything OCR-related in the Zuant Cloud

OCR / Bizcard

Managing Parked Leads in Zuant Cloud

Adjust event settings within the Zuant Cloud

Managing Event Settings

Review and make edits to your leads before downloading or releasing your leads.

Managing Leads in the Lead Grid

Everything you need to know about the 'Events' Section in Zuant Cloud

Events

Easily gather higher level reports across your events

Event Dashboard Reporting

View reports in the Zuant Cloud as soon as data arrives!

Real-time reporting

Build and download the Executive Summary Report and view detailed analysis of your event

Executive Summary Report

You can now use the Zuant app to record the Estimated Revenue for your events by assigning a value to each lead you capture.

Track Estimated Revenue

How to download your leads and other event stats

Event Reporting

What is Zuant QR?

Features

The CRM and Marketing Automation Platforms where Zuant currently has integrations in place

What systems does Zuant integrate with?

Integration

How to set-up a pool of pre-defined lists in Zuant Cloud

Creating Pre-Defined Lists in Cloud

Connect a pre-defined list with the relevant question widget

Attaching a List in the Zuant App

Uploading pre-defined lists using a CSV in Cloud

Editing a List

Everything you need to know about the 'Lists' Section in Zuant Cloud

Lists

Manage your library in the Content Showroom

Managing Your Library

What is Block Showroom?

Showroom Reporting/Insights

Showroom

Here is a list of the available merge fields within Zuant

What Merge Fields can I add to my Thank You Email?

Gain insight on how your Thank You Emails are performing

Thank You Email Reporting

Utilize Zuant Cloud to create Thank You Emails in plain text or html

How to set up a Thank You Email

Send a follow-up or thank you email instantly to your leads!

What is the Thank You Email?

Everything you need to know about the 'Emails' Section of Zuant Cloud

Thank You Email

What can I do as a Power User?

Access rights for a Standard User in Zuant

What can I do as a Standard User?

Everything you need to know about the 'Users' Section of Zuant Cloud

Users

This guide will run through how to create a Zuant QR code

How to Create a QR Code Poster

Login

Homepage

Blog

Reviews

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.