Zuant

Charlotte Rimmer

Shanesa Marraffa

Features and functionality of the Zuant App and how to guides

Zuant App

Display content to your visitors in real time and share selected items as part of the Thank You Email with Zuant's Content Showroom

What is the Content Showroom?

Score your leads within Zuant to help identify when a lead is hot/sales ready

Lead Scoring

Using the built-in randomizer for prize draws

Pick A Winner

Put your iPad into Kiosk Mode to allow visitors to self-serve by entering their own details or sending themselves content from the Showroom

Kiosk Mode

No need to login in and out of the App, there's a shortcut for switching users

Switching Users

Got a hot lead that needs immediate follow-up? Send it over to a colleague instantly from the Zuant App

Email Hot Lead

Streamline your workflow with split screen multitasking

Split Screen Multitasking on iOS App

Interrupted mid-conversation? Need longer to enter all of your notes? Park your lead and finish up at a more convenient time for you

Park Lead Feature

E-Z Menu / E-Z Touch

Customise your event form in Zuant to suit your lead capture requirements

What are Customised Questions?

Custom Skins (Overview)

What features can I add to the Zuant Menu to enhance the lead capture process?

Menu Features & Functions

Search for Contact or Company information that you have loaded into your account, or from leads you have previously captured

Contact/Company Search

Library of guides to the features available in the Zuant App

Features

The following languages can be selected when scanning a business card

What languages does Business Card Scanning support?

OCR Business Card Scanning

Calculate the Estimated Revenue of an event using Zuant

How to set up the Estimated Revenue feature

Assign features to the E-Z Menu in the Zuant app for quick access

E-Z Menu Configuration (Zuant App)

Adjust your layout to best accommodate the newly added widgets on your form.

Managing the Form Layout

Managing Pages

Control and Master Frames

Form Settings

The most important things to remember when creating your forms!

Important Things to Remember

Connect a pre-defined list with the relevant question widget.

Attach a Pre-Defined List to a Widget

Find out how to edit your forms using the in app editor

Zuant Form Editor - Self Service

Here we cover the different options for capturing leads in the Zuant App

Capturing Leads

Add notes to your lead to help with your post-show follow-up

How to Capture Notes in the Zuant App

I have parked leads on my device that need to be synched

How do I un-park Parked Leads in the Zuant App?

Zuant has optical character recognition (OCR) technology which will transcribe the card data into the form fields using the video camera.

How to Scan a Business Card

Make capturing information for a known visitor easier with the Contact/Company Search Feature

How to Search for an existing Contact or Company in the Zuant App

Pre-defined widgets to add to your Zuant form

Stock Widgets

How To

Sync Notification

How to get your data to and from the Zuant Cloud

How to Sync Your Device

Synching the App

Login

Homepage

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Reviews

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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.

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