---
title: πExhibitor Scanner Templates
description: Managing lead capture templates for the mobile app
---
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1. [Noodle Live | Help Center](https://help.noodlelive.com/?hsLang=en-gb)
2. [Lead Capture](https://help.noodlelive.com/lead-capture?hsLang=en-gb)
3. [Lead Capture Setup](https://help.noodlelive.com/lead-capture?hsLang=en-gb#lead-capture-setup)
# πExhibitor Scanner Templates
### πExhibitor Scanner Templates
The β**Scanner Templates**β section in the platform is where you can configure your scannersβ templates and upload the relevant screen graphics for all exhibitor devices.
Click on the β**Scanner Templates**β button under the **Lead Capture** section on the side menu.
[](https://downloads.intercomcdn.com/i/o/906014914/e3392984b4545c0f18bb95a6/Screenshot+2023-12-11+101516.png?expires=1774458900&signature=de4ea36df725e3857f5e778b1622446025a9aea3dc8d5ff6887cb173559f1ce5&req=fSAhFsh6lIBbFb4f3HP0gDNl7a4g08iM9ayySaOp9SmER5TCH3f%2B6ZEz0Y8c%0ARAGGB%2F9TbFzUclouPQ%3D%3D%0A)
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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.
[](https://downloads.intercomcdn.com/i/o/815397621/8b5cf9ad4ea934fbf101af38/image.png?expires=1774458900&signature=ed6f48f22994f4dc794e9414115e023043f98a218af547bdba3a386c9fa94c04&req=fCEiFcB5m4NeFb4f3HP0gO2rCnfoh7DEQHe01LMzjyvfAmI3FErTEcxVEFd%2B%0AEg3k2AzmQB%2BIB%2FX1Tg%3D%3D%0A)
### Create New Scanner Template
To create a new scanner template from scratch, follow the steps below.
1\. Click on the β**Add New Scanner Template**β button available under the β**Quick Actions**β menu.
[](https://downloads.intercomcdn.com/i/o/815399595/f8310b89f7364ec362185a56/image.png?expires=1774458900&signature=4dbbdf4c6fcd427af0e9a7375c2eaed46ec9bd3b5eb0414078ce1e9f40144f49&req=fCEiFcB3mIhaFb4f3HP0gIHoAfJPosBgwlUyS0EJ6GxwjCl%2BkvWJIWWygYsR%0AS0i9lGdPB60RKvTEZg%3D%3D%0A)
2\. Select your preferred **Scanning Package** and click on β**Next**β.
The Scanning Package will define the available lead capture actions such as basic lead retrieval, lead notes, lead grading and so on.
- **Basic Package** - includes only the standard Lead Capture function.
- **Featured Package** - includes advanced features such as Lead Grading, Lead Notes, Email Send and Document Share.
[](https://downloads.intercomcdn.com/i/o/815404575/bb3a8e5107cfec8ea0af5d5a/image.png?expires=1774458900&signature=ae32cf8c44a4cb2e1385acf903fdaae19904e43873dcbaa65c19b7b2b919e357&req=fCEiEsl6mIZaFb4f3HP0gEtfoNVw1eusVdMgZ%2BtHZOmuY2CwCWoN351zCCMf%0ATcP%2F9fnJqQQDGYSv%2FQ%3D%3D%0A)
3\. If you have selected the β**Featured Package**β, on the next page select all relevant functions you would like to enable. Click on β**Next**β.
[](https://downloads.intercomcdn.com/i/o/815404221/0e590378ce8fb4cd7c9c8a05/image.png?expires=1774458900&signature=847a8cb8f5bda30445352cfb7a4ff47b762a520c93eef134542dabb213060f4b&req=fCEiEsl6n4NeFb4f3HP0gI%2B9taR9B7E3EMjpdW62yQAWa%2B09Edk7AlJUamvw%0Az1DN5utaP5nN%2FyNcug%3D%3D%0A)
- **Lead Grading -** Enables one-to-five star rating for newly captured leads.
- **Lead Notes -** Enables the option to input notes for each lead.
- **Send E-mail -** Allows for automatically sending a pre-configured email to all or selected leads.
- **Document Share -** Enables the option to select and send documents from pre-defined list as soon as capturing a lead.
If you have selected the "**Document Share**" function, the next page will prompt you to upload up to 5 documents that will be made available in the Scanning Application for the relevant Exhibitor to send out.
[](https://downloads.intercomcdn.com/i/o/815402787/db435ac068b1f4cdbdf3858a/image.png?expires=1774458900&signature=8141ee73ca8ee6dcdecfd90f2f0e25f023b67c1a15e9abc94fbacb455a9be954&req=fCEiEsl8molYFb4f3HP0gJGziJI3dMtASS26RSqSq0Mh0%2FxdZqdqnYVeyV9f%0AGtvJu5D8y985PaEfpg%3D%3D%0A)
Upload at least one document in a supported format / extension and click on "**Save & Continue**".
4\. Populate the name of the template into the β**Template Name**β field.
[](https://downloads.intercomcdn.com/i/o/946812933/1a832ae0ea60d5913250dfd6/Screenshot+2024-01-29+154736.png?expires=1774458900&signature=d3ffd97d64180126463615499b481f45c513d03a63d5e4b4a5929c8360e849ae&req=fSQhHsh8lIJcFb4f3HP0gCvyqlKFPS2b6osUZwlgi4Rn%2BTsD2iI%2Bkjtuspet%0ABOPtbyWN6f6iwvQFsw%3D%3D%0A)
5\. Assign the newly created template to the relevant Exhibitors. Click on β**Next**β.
- You can either select the relevant Exhibitors from the β**Exhibitors**β table.
- Or you can check the β**All Exhibitors**β box at the top right to auto-assign the template to the whole list of exhibitors.
[](https://downloads.intercomcdn.com/i/o/815412178/e8efa96c798daf1336885e03/image.png?expires=1774458900&signature=ec3ecf5794d7314291ad339f16a30229bbb06d6f5f00e75863e36dc97416f069&req=fCEiEsh8nIZXFb4f3HP0gAmahWOkmx5jJcMHOSVxvX8EjmYVacCR6lq5wCs%2B%0AY%2BzcnupFls5GlG5w5w%3D%3D%0A)
6\. On the next page you will see an overview of the scanner flow setup. Here you can upload your screen graphics and further customise the scanner functions.
[](https://downloads.intercomcdn.com/i/o/946815446/287fbf721c90ad86a397798f/Screenshot+2024-01-29+154925.png?expires=1774458900&signature=304f6e0d753455320060dc72f79db31cf960b6f5ea35b234b8b28280e433f0e1&req=fSQhHsh7mYVZFb4f3HP0gEG0QKxq0cAoStdi7RzCDFSHQBOQXHMc%2FguDpcQN%0Ads2tadDy7FssXlLa8g%3D%3D%0A)
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In the **Home Graphic** box:
- Click on β**Choose File**β in the **Home Graphic** box
- Find and select your chosen screen graphic which will be displayed as the home / landing page prior to capturing a lead
- Once uploaded, a preview of the graphic will be displayed
[](https://downloads.intercomcdn.com/i/o/815413564/94078ee8d76d840efd76e340/image.png?expires=1774458900&signature=eb18dee90896dcda2d14527580e59c17aebb1826e370c53e1efbf5993e55c8b4&req=fCEiEsh9mIdbFb4f3HP0gNmgV1bKd8zNYApUsm7HmHAeIhAtQgi8pGD9jfTP%0AEOy3wC4BmxS1Z755aA%3D%3D%0A)
In the **Select Function** box:
- Ensure the correct function is displayed in the first dropdown menu
- In the second dropdown menu, define the status of the function by setting it as mandatory or optional
[](https://noodle-live-0caa284b838d.intercom-attachments-7.com/i/o/794450541/e4eb02a3758cb41969b00380/smxtrhEWOYGcpHEPOr6EaXrNkwdZaX-lt-978TdHgtYZO2jil2A0fd6p9boJmW3lQ9-cllToloqGBLhdvp6yG0xhMqNLKQ5aaT1R4-MOG-bwEnAluFp0U7VluWcqee6l9SBwGubXOFqn7ASw-0-Qjcw?expires=1774458900&signature=733cb7dec75c13c305b6decf1261de5f93d8a6a9b2c5d3dafacdec7f0dececce&req=cykjEsx%2BmIVeFb4f3HP0gD1v3%2FXy%2BtlOU8J%2BgUE0ylYn8VVCRw0nWxNKiuDm%0AR9Ll7i%2FvqtoZ8nkZNw%3D%3D%0A)
In the **Success Graphic** box:
- Click on β**Choose File**β
- Find and select your chosen screen graphic displayed upon successful lead capture
- Once uploaded, a preview of the graphic will be displayed
[](https://downloads.intercomcdn.com/i/o/815414441/296a94c1f86c37aa06ebf50f/image.png?expires=1774458900&signature=a92ba5ab9fdb608308877fef5c294ab027dd8d4429debdec6cf61ef8a6443809&req=fCEiEsh6mYVeFb4f3HP0gG%2FjKR2gF4n%2Bg9w91PVD%2BoRTihg1sHcxjiztVC9E%0AjcY0NAyvRrogeVs6vw%3D%3D%0A)
Once you have uploaded the screen graphics and configured the scanner functions, click on β**Save & Continue**β. A preview page displaying all enabled scanner template functions and uploaded screen graphics will be displayed.
If you are happy with the configuration, click on **Save & Continue**β.
[](https://downloads.intercomcdn.com/i/o/815415609/8b5961ce5eee5c162bdc200c/image.png?expires=1774458900&signature=0c73ff9759efb244186044292eb721b4f83e026272ff437f13ae6a0192b40dd6&req=fCEiEsh7m4FWFb4f3HP0gNJAWuH9iqtajIgg3iABmwN6z91NyTIt4stZqi0y%0AHoiBHZ%2F1eNoD54u3RA%3D%3D%0A)
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A success message will be displayed and the newly created template will be available under the β**Scanner Template Library**β.
[](https://noodle-live-0caa284b838d.intercom-attachments-7.com/i/o/794450551/12cf12408659b0d611c2cc2c/tUIWsq4ZzZb1fDiscbGrDIjbBCJ2CLtbNJo8rj3QleUngcRUKLM61IkX3GeEs55pCSKiAZpUAHac00SiO7EJZacFLIDm3GSeJxdZ4UUUuA216uF_x5rMuF8QerjPX3YIp06PS_D1Zfalgvzn_wxGjfs?expires=1774458900&signature=be6942a8b918dbd7be98ee3777d5ab3c5ab19a0165f79ce607755b256444d728&req=cykjEsx%2BmIReFb4f3HP0gILDnrP9ctT3fxvbWovsueGR3OrSU1r9psVQZOir%0AN5sIwQwsVJT0MVzhWg%3D%3D%0A)[](https://downloads.intercomcdn.com/i/o/815416591/7d431c3d2de22df73d548387/image.png?expires=1774458900&signature=494f1bb893baa2902bcf463c691f1b1b8008d6230944ec032f3b21352639825c&req=fCEiEsh4mIheFb4f3HP0gGNmhunKVUE409i%2B58ntbdT2CEq38ah%2BoLW2ZqQW%0A6BDEph8DU%2FkQrtkTBw%3D%3D%0A)
You can create as many scanner templates as needed and assign them to different exhibitors to personalise the lead capture experience.
### Clone Template to Other Event
If you would like to use the same lead capture 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.
[](https://downloads.intercomcdn.com/i/o/815424361/216e76f871d2bdb18b831f09/image.png?expires=1774458900&signature=2ca425cb1f94b2c8857c2571a7578107dd830032a8dbee848a89d6e618f115af&req=fCEiEst6nodeFb4f3HP0gCBA4Aeu%2BhpvHP7qjUFubYPXvRJ2z7HDnBhq7azz%0A40I9VA2%2FiTrO2FqD5g%3D%3D%0A)
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.
### Templates Settings
Once your scanner templates have been created, you can further manage each template by using any of the options described below.
### Preview Templates
[ Clicking the green **Preview** button next to each available template will redirect you to the Scanner Preview page displaying the uploaded screen graphics as well as enabled functions on the respective template.](https://downloads.intercomcdn.com/i/o/815418866/2f0cfd0f90471045901ccffa/image.png?expires=1774458900&signature=b245d9d8bfe7004a524dcae5e5c5428104cd6a0ea33bea631acf617a40909f46&req=fCEiEsh2lYdZFb4f3HP0gNv%2BIAdyv3A3deH%2BsT8EKyMXmcbtmc7GvhInyS2L%0AGbgPc5brJUXb55UvUw%3D%3D%0A)
[](https://downloads.intercomcdn.com/i/o/815419812/c50d434a14530b78e8a1fd2f/image.png?expires=1774458900&signature=eff408b9ce03c4ea5eb317d5125ac7a534efe3cd81b8f613deedfdc0e190e6a9&req=fCEiEsh3lYBdFb4f3HP0gKtDy7v0thQsU1wwavrvHixE%2BcsFDz9QzO5Vswin%0AcKD9ZovAG9HCkdjtIQ%3D%3D%0A)
### Edit 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 β**Next**β to get to the page you would like to edit.
[](https://downloads.intercomcdn.com/i/o/815420388/8b703c2e854e8115e1058b5d/image.png?expires=1774458900&signature=9a863785b896c8a1da24f762ad32e23d4b2e8e5e1a6868a3c54b710ed60e8dd1&req=fCEiEst%2BnolXFb4f3HP0gBEMy8mf%2BGDnfkPW%2FRuDlPsPm8JC8r49uzT8bN%2Fs%0Arh1%2B2eVcjTFM15%2FNcA%3D%3D%0A)
3\. Update your screen graphics (if needed) and click on β**Save**β on the last page of the wizard.
The template will be updated under the β**Scanner Template Library**β.
### Delete 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 β**Yes**β to proceed with the deletion.
- Click on β**Donβt delete**β to cancel.
[](https://downloads.intercomcdn.com/i/o/815420757/5522d20fe2caaea459168330/image.png?expires=1774458900&signature=7b5d009e1d74e89db42b36a4526932da4540b1524ce6f85aad400db7769a0708&req=fCEiEst%2BmoRYFb4f3HP0gOloi2DUmdKuZpmukr%2BhoXV14GvTYnUxvdQ0Y4FI%0AWTEHgQDwnXgBJJzOmQ%3D%3D%0A)
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The template will be removed from the β**Scanner Template Library**β.
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