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Create Qualifiers

Create custom qualifiers to gather additional information from your leads.

Kacie Ferguson avatar
Written by Kacie Ferguson
Updated over a month ago

This article is for Exhibitors


Expo Pass Mobile

1. Log in to your Expo Pass app on your mobile phone 

2. Select the appropriate event

3. Once logged in to the event, click on “Exhibitor Toolkit” in your menu

4. Click on the “Exhibitor Settings” button in the upper right hand corner

5. Click on “Qualifiers

6. Here you can add, edit, and delete as many qualifiers as you choose

  • Qualifiers can be added with answers in the following formats: freeform text, single select, and multiple select

  • Qualifiers can also serve as a "notes" section

7. Please make sure to click "SAVE" in the upper right-hand corner of the App

  • If multiple Exhibitor Users scan the same attendee and answer qualifying questions, the most recent scan will override any existing qualifiers or notes for that attendee.

8. Qualifiers will pop up after scanning Attendees and can be edited at any time:

9. Qualifiers and the answers added to them will be included in the downloadable CSV file that contains the list of your leads and their information.

Important: When adding comments to qualifier questions and the provided "Notes" please be aware that the character limit with spaces is 1000, which is A LOT of text to add. Anything beyond 1000 characters (w. spaces) will not be saved.


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