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

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