Data capture is available on Pro and Select, and you must turn it on before your event. If data capture was turned off by accident, Simple Booth can't recover participant information afterward.
Turning on data capture
Standard fields (Pro and up): turn these on from your preset settings in the HALO app or on the online dashboard. Changes sync between the two.
Custom fields (Select): you can only set these up on the online dashboard.
On the dashboard, these settings are on the Data Capture settings card.
Standard fields (Pro and Select)
Six standard fields are available:
Email address
First name
Last name
Phone number
Postal code
Date of birth
Custom fields (Select)
Select plan accounts can add up to 10 custom fields:
Text fields let participants type a response.
Checkboxes let participants check a box, or leave it unchecked, to answer.
Required checkboxes must be checked before the form can be submitted. If a participant leaves one unchecked, they can either check it and submit, or abandon the session.
Custom legal terms add your own terms of service or privacy policy directly to the form.
Optional vs. required data collection
Optional: to let participants skip the form, turn on one or more sharing options in the Send Options panel. They can then get their photo without submitting personal information.
Required: turn off all send options to make data capture mandatory. Participants must complete the form to receive their photo by text or email.
Accessing collected data
Collected data appears on your Analytics page, where you can download it as a CSV file. The download link is about halfway down the page on the left side.
Integrations
Mailchimp
Send the information you collect directly to your Mailchimp account automatically, with no technical setup. See Mailchimp Integration.
Open API
The API integration sends first-party data from data capture to your own server, database, or CRM for marketing. A developer is required to set it up.
To get started:
Go to your API settings.
Create a token.
Share the token and the API documentation with your developer.
Using HALO 5.0? See Data Capture in the HALO 5.0 documentation.
