Setting up your organisation tags in the SmartLead UCAS App

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Bertram Johnston
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What this document covers: Setting up your organisation tags in the SmartLead UCAS App. Managing your scanner licences. Accessing and exporting your scanned data.

1 What this document covers: Setting up your organisation tags in the SmartLead UCAS App. Managing your scanner licences. Accessing and exporting your scanned data. Setting up your organisation tags in the SmartLead UCAS App 1. Sign in to your ENet Account using the details provided on your stand booking confirmation. For help please contact 2. Select Data scanning > Manage data.

2 3. You ll automatically be directed to the Tags area, where you ll see that opt in tags have already been set-up for you (these cannot be changed). Using these tags, you can ask those you scan what their communication preference is, and easily record their answer. You can select as many tags as you like when scanning. You can customise an additional seven tags for your organisation s use. Tags area Click this ab icon to change the tag titles. You ll be prompted to change the title, and name this whatever you like, e.g. prospectus. Click OK.

3 This will then update your list, and your app (when you connect the app to the internet). You re ready to use tags once you get to this point, or you can continue to add additional custom tags (up to seven). Please note: The , SMS and Post tags are not predefined by the students previous booking preferences, they are collected at registration stage and are focused around UCAS opt ins. We provide these as a guide to exhibitors in the reporting. Specific , SMS and Post Tags are available for exhibitors to collect their own preferences at the point of scanning a barcode.

4 Managing your scanner licences 1. Sign in to your ENet Account using the details provided on your stand booking confirmation. For help please contact 2. Select Data scanning > Manage data. 3. Select Unassigned Licences.

5 4. You ll notice, the Select event drop-down says Account details & unassigned licences. This is the selection you will always need to access to manage your licences. Your licence code is needed for each scanner device, and is only used for one event (however many days the event may last). It s activated by adding the licence code to the SmartLead UCAS app, and then scanning your first barcode at the event. The licence will link the data to the individual event report. It s important you do not use test barcodes when you re using one of your real licences, as it will cause the licence to become invalid. The pin number is created on your scanner device when you add the licence. It s recorded in your ENet account, so you can look it up if you forget it. Click this ab icon to change the Friendly Name (which will have a default name of Smartlead device) of the licence, so you can easily identify how each item is used. You can match the licence name to the event and user, e.g. David Smith Bristol.

Accessing and exporting your scanner data 1. Sign in to your ENet Account using the details provided on your stand booking confirmation. For help please contact events@ucas.

6 Accessing and exporting your scanner data 1. Sign in to your ENet Account using the details provided on your stand booking confirmation. For help please contact 2. Select Data scanning > Manage data. 3. Select the event (exhibition) you wish to view data for. Only exhibitions that have taken place will be available to select.

Number of contacts collected. How many countries your contacts are from.

7 4. A summary of the data collected will appear as below. 5. Key to Smart lead bar. Select EXPORT TO EXCEL to export the event data to an Excel spreadsheet. Number of contacts collected. How many countries your contacts are from. Number of devices already used and linked to your account. This will always be one, as we have only one sector.

8 6. Your data report will contain the following fields. Notes Device used for scan Visitor type Study year Subjects in priority order Interest in gap year Interest in studying overseas Interest in apprenticeships Subjects currently studying Year that learner would like to start studying Opt ins collected by UCAS Tags specified within the SmartLead UCAS app. Note that the opt in tags are for you to collect preferences from those that you scan. Field name Date/Time Device Title First Name Last Name Address #1 Address #2 Address #3 Town / City County / State Postcode / Zip Country Cell / Mobile # Address Badge Type Date of Birth Current School Year School Name Study Regions Gender Subject Interested 1 Subject Interested 2 Subject Interested 3 CONSIDERING GAP YEAR CONSIDERING STUDYING OUTSIDE UK CONSIDERING STRAIGHT EMPLOYMENT Subject Studying 1 Subject Studying 2 Subject Studying 3 Start University Year LEARNER DP Learner Communications Type opt in SMS opt in Post opt in Custom 1 Custom 2 Custom 3 Custom 4 Custom 5 Custom 6 Custom 7 Notes You can download the sample report (which includes all fields): Please note: Data will be available for the duration of the season.

Instructions on setting up, and managing data scanning Manchester higher education exhibition only

Instructions on setting up, and managing data scanning Manchester higher education exhibition only To ensure you get the most from UCAS data scanning service, there are four key stages in setting up and