Digital Scan
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      Request a Bulk Digital Scan for Your Contacts

      A Step-by-Step Guide to Submitting Contact Information for Group (bulk) Digital Scanning

      The Digital Scan uses generative AI and deep learning to identify natural behaviors and behavioral finance traits—without requiring participants to complete traditional psychometric questionnaires. It’s ideal for processing large groups efficiently and at scale.

      Step 1: Download the Excel Sheet Template

      Start by downloading the Excel sheet template provided below. You’ll use this template to enter the contact information. It ensures we collect all the necessary details for an accurate and comprehensive behavioral scan.
      Download the Excel Sheet Template Here

      For Small Groups

      • If your DNA Behavior account has Digital Scan enabled, you can process individuals directly within your account. This option is ideal for small groups or pre-screened event lists.
      For Large Groups
      • For larger groups, please contact DNA Behavior Support in advance. We can assist with bulk uploading your attendee list. Note: A minimum of 5 business days’ notice is required to schedule and complete a bulk scan.

        To get started, create a ticket here:
        Request an Offline Digital Scan for Your Contacts

      Step 2: Complete the Excel Sheet Template

      Once you have downloaded the template, fill it out with the required information for each contact you wish to include in the scan. Ensure that all fields are completed accurately to avoid any delays or issues in processing your request.

      Required Fields:

      • First Name*
      • Middle Name
      • Last Name*
      • Email Address*
      • Job Title*
      • Professional Designation
      • Company Name*
      • If CEO, Last Non-CEO Job Title
      • City
      • State
      • Zip
      • Country

      Step 3: Save Your Completed Excel Sheet

      After entering all the necessary information, save the completed Excel sheet to your computer.

      Step 4: Submit a Support Ticket to DNA Behavior

      With your Excel sheet ready, it’s time to submit a support ticket to request the offline digital scan. Follow these steps:

      1. Visit the DNA Behavior Support Portal: Navigate to our Support Portal to submit your request.
      2. Enter Your Details: Fill in your contact details, including your name and email address.
      3. Describe Your Request: In the description field, clearly state that you are requesting an offline digital scan for your contacts. Include any specific instructions or additional information that may help us process your request efficiently.
      4. Attach the Completed Excel Sheet: Use the attachment option to upload your completed Excel sheet. Ensure the file is correctly attached before submitting the ticket.
      5. Submit the Ticket: Once all fields are completed and the Excel sheet is attached, click the "Submit" button to send your request.

      Step 5: Confirmation and Processing

      After submitting your support ticket, you will receive a confirmation email from our support team acknowledging receipt of your request. Our team will then process your request and perform the bulk digital scan.

      Step 6: Receive Your Scan Results

      Once the scan is completed, we will compile the data into an Excel sheet and send it back to you via email. Please allow up to 5 business days for processing, though we strive to complete requests as quickly as possible.