2.2 Building your Data Modules

Create custom qualification questions for your booth team using Data Modules.

Written By Ravi Kiran

Data Modules are the custom questions your booth team answers for each visitor interaction. They’re how you capture structured, qualified data — not just contact details.

What are Data Modules?

Each Data Module is a single question with pre-defined choices your team can tap. For example:

• "Interested in" — with choices like Product A, Product B, Product C

• "Budget timeline" — with choices like Immediate, 3 months, 6 months, No budget

• "Decision maker?" — with choices like Yes, Influencer, No

Not all Data Modules need to be framed as questions. They can be any structured category: industry type, company size, region, or anything relevant to your follow-up process.

The three tabs

Data Modules are organised into three tabs in the app. Each tab serves a different purpose:

• Information — Details about the visitor and their company. Things like organisation type, industry, or company size.

• Discussion — What you talked about. Product interest, main questions asked, specific requirements mentioned.

• Action — What happens next. Follow-up type, timeline, assigned person, priority level.

When creating a Data Module, you assign it to one of these tabs. This keeps the app screen organised for your booth team.

Creating a Data Module

1. Go to App Content → Data Modules in the console.

2. Click + Create Data Module.

3. Select the event(s) this module applies to.

4. Enter the module title (e.g., “Interested in”).

5. Choose the choice type: Single Choice (user picks one) or Multi Choice (user picks one or more).

6. Select which tab it belongs to: Information, Discussion, or Action.

7. Add your choices (e.g., Product A, Product B, Product C).

8. Click Create Data Module.

Linking modules from a previous event

If you’ve used Helpie before, you don’t need to start from scratch. You can link existing Data Modules to a new event:

9. Go to App Content → Data Modules.

10. Select the modules you want to reuse.

11. Click Link to Event(s) and choose your upcoming event.

Pro tip: This is a major time-saver for companies attending multiple events. Build your modules once, reuse everywhere.

Uploading Data Modules via Excel

If you have many modules to create, you can upload them all at once:

1.     Go to App Content → Data Modules.

2.     Click Upload via Excel.

3.     Download the sample Excel file from the page.

4.     Fill in your modules — one row per module. Set the tab, choice type, and choices in the columns.

5.     Save the file and upload it.

Each module title and choice has a 40-character limit.

Tips for good Data Modules

  • Keep module titles short. Your booth team sees them on a phone screen.

  • Limit choices to 5–8 per module. Too many options slow down data entry.

  • Use the Discussion tab for what matters most to your follow-up team.

  • Test your modules in the app before the event (see article 2.7).

  • If a module has more than 5 choices, the extra choices are tucked behind an arrow button in the app. Your team can still access them — they just won't clutter the main screen.

Next steps

• Setting up message templates (2.3)

• Testing your event setup before the show (2.7)

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561.