The “Scanner Templates” section is where you can configure your session scanners’ templates and upload the relevant screen graphics for all templates.
The section will only become configurable once you have completed the “Session Scanning Wizard”.
To access the section, click on the “Scanner Templates” button under the Session Scanning module on your event.
The page is separated into two sections:
Quick Actions - allows you to quickly create a new template or clone an existing template to another event.
Scanner Template Library - lists all your available and previously created scanner templates.
Create New Scanner Template
To create a new scanner template from scratch, follow the steps below.
1. Click on the “Add New Template” button on the Quick Actions menu.
2. Define a template name in the “Template Name” field
You have the option to toggle passive scanning on or off which allows attendees to check themselves in an out of sessions without the need for a scanning operator.
You also have the option to toggle dark app icons on or off at this stage of the scanning template setup.
3. Assign the template to the applicable sessions by selecting them in the "Available Sessions" list.
You can also check the “All Sessions” box at the top right to auto-associate all available sessions to the template.
4. Click on the “Next” button at the bottom right to go to the next page.
5. On the next page you will see an overview of the scanner flow setup. Click on “Next” to progress through the wizard.
6. Here you will need to upload your screen graphics.
Click on “Choose File” under the Home Graphic tab
Find and select your chosen screen graphic
Once the file is uploaded, you will see a preview of the graphic in the Preview box
Then repeat the steps and upload a Success Graphic
7. Once you have uploaded the graphics, click on “Next”. The following page will display a preview of the template with its home and success graphics.
8. If you are happy with your configured template, click on “Save” at the bottom of the page.
A success message will be displayed at the top of the page upon successful setup of the template.
The newly created template will be available under the “Scanner Template Library”.
You can create as many scanner templates as needed and assign them to different sessions to personalise the session scanning experience.
Clone Template to Other Event
If you would like to use the same session scanning template on multiple events created under the same Event Group, you can easily clone a template from one event to another.
For the purpose:
1. Locate the template you would like to duplicate to another event
2. Under the "Quick Actions" menu, click on "Clone Template to Other Event"
3. In the pop-up window, first select the template from the available list you would like to clone.
4. Then, select the event you would like to copy the template to.
5. Once you are happy with your selections, click on "Clone".
The scanner template will now be available on the event you have selected during the cloning process.
Editing Templates
To edit an existing template:
1. Click the yellow Edit button next to the template you would like to edit.
2. You will be redirected back to the scanner template wizard.
Click on “Next” to get to the page you would like to edit.
3. Update your screen graphics and click on “Save” on the last page of the wizard.
The template will be updated under the “Scanner Template Library”.
Deleting Templates
To delete a template:
1. Click the red Delete button next to the template you would like to delete.
2. You will be asked to confirm your action.
Click on “Yes” to proceed with the deletion.
Click on “Don’t delete” to cancel.
The template will be removed from the “Scanner Template Library”.