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SCAN & LEAD CAPTURE
Capture Every Lead with Confidence
Yes, Converge+ Scan will be accessed through a mobile app. All licensed users will receive details to download the app on December 14, 2026.
All licensed users will receive details to download the Converge+ Scan app on December 14, 2026. Once logged into the app, simply click the round button with the scan icon to scan a badge.
No problem — Wi‑Fi isn’t required for scanning. The Converge+ Scan app works in offline mode, so you can scan badges, manually enter leads, and add notes even without a connection.
We recommend going online at the start and end of each day to sync your leads to the Insights dashboard. Some features are limited while offline, but your core lead capture still works.
No, only one user can be logged in at a time, and each user must have their own scan license.
Yes, if someone doesn’t have a badge you can manually add them or scan their business card using the “additional scanning methods” option in the Converge+ Scan app.
Note: Manually entered leads do not sync to the Insights dashboard.
Yes, with attendee consent, Converge+ allows you to capture recorded conversations – as well as voice notes – to help personalize your follow-up and improve lead quality.
Yes. You must obtain verbal consent before recording any conversation. The Converge+ Scan app includes a prompt to help facilitate this.
You can view all your scans on your Converge+ Scan homepage to review and edit notes or contact information. The data is sent to your Converge+ Insights dashboard, where it’s aggregated with notes and recordings.
No. Leads remain visible only within the scanner that captured them. However, all scanned leads are aggregated in the Insights dashboard for reporting and exporting.
Company admins cannot view activity within an individual scan license. Once leads sync to Insights, the company admin can review all aggregated data in the dashboard.
Some information, such as notes and additional contact details, can be edited after scanning. Attendee contact details, provided during registration, can only be updated by the attendee. Leads cannot be deleted after scanning.
The lead will appear twice in the Converge+ Scan app, but it will only appear once in Insights.
Office scans are labeled "Saved to device" until they sync. A banner at the top of the app shows how many leads still need to be synced and provides instructions to connect to the internet.
Yes. You will be able to send follow-up emails directly through the Converge+ Scan app when you click on the lead. You can customize these emails during the setup process.
Yes, you can attach files and edit the auto-generated emails before sending.
You’ll get access to the Converge+ Scan app on December 14, 2026.
Lead capture remains available for 24 hours after the event ends. After that, you can no longer scan new leads or add lead data.
You will still have access to view your existing leads in the Converge+ Scan app for 4 weeks after the event. We recommend using the Converge+ Insights dashboard to review, filter, and export your leads.
Visit the Converge+ Support Desk onsite for assistance with setup, access, scanning, or lead retrieval.