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After you sync your event you’ll see a drop-down arrow to the right. You can set up Fulfillment Actions to trigger after an attendee takes one of the following actions.
Primary Actions
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There are three primary actions you can track participation for:
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Actions (Session Check-In): When an Attendee checks in to any session inside the event.
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Additional Actions
To add additional actions from Swapcard,
Swapcard provides a list of additional actions that attendees can take in their events.
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Once you click on ‘Actions’, you will be prompted to choose from the following actions:
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Syncing Additional Actions
Before clicking on actions, you need to define which actions you need to be synced from the event.
To choose actions, from the event drop-down, click on Settings.
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Then choose the actions you need from Sync Analytics Actions Type.
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List of SwapCard’s Additional Actions and Their Descriptions
Action | Description |
|---|---|
Document open | When the client attendee opens or downloads a document (from any place in the Event App) |
Event advertisement open | When the client is click attendee clicks on an event advertisement. |
Event advertisement show | When the client see attendee sees an event advertisement. (should take scrolling into account) |
Event show | When the client attendee enters the event details. |
Event view show | When the client attendee enters an event view (Exhibitors, Attendees, Sessions, etc). event_view_id is used to identify the view. |
Exhibitor advertisement open | When the client click attendee clicks on an exhibitor advertisement. |
Exhibitor advertisement close | When the client see attendee sees an exhibitor advertisement. (should take scrolling into account) |
Exhibitor self show | When the client attendee enters his team details in the team interface. |
Exhibitor show | When the client enters an exhibitor details. |
Exhibitor view filter | When the client toggle on a filter value in a exhibitors event view. (should only be send when the filter when the filter was't checked before) |
Exhibitor view search | When the client unfocus the search of a exhibitors view. |
People view filter | When the client toggle on a filter value in a people event view. (should only be send when the filter when the filter was't checked before) |
People view search | When the client unfocus the search of a people view (and is not empty). |
Person show | When the client enters a user details. |
Planning stream start | When the client start/restart watching a planning stream |
Planning stream stop | When the the client stop watching a planning stream (pause, finished, exit the page) |
Products view filter | When the client toggle on a filter value in a products event view. (should only be send when the filter when the filter was't checked before) |
Products view search | When the client unfocus the search of a products view. |
Message create | When a user sends a message in the chat |
Video call room end | When a user starts a video call |
Connection create | When the connection is created between 2 users (using badge scan or connection requests through the platform) |
Connection update | When a user removes someone from contacts |
Connection request create | When a user sends a connection request |
Connection request update | When a user replied to the connection request (either accept or decline it), or requester cancels it |
Meeting request create | When a user sends a meeting request |
Meeting request update | When a user replied to the meeting request (either accept or decline it), or requester cancels it |
Meeting create | When a meeting is confirmed (created by organziers or confirmed by participants) |
Meeting update | When a meeting is updated (any details: for example, status etc.) |
Meeting participant create | When a user is added to the meeting as a participant |
Meeting participant update | When a user is removed to the meeting as a participant |
Sponsor show | When a user sees a sponsor section |
Exhibitor bookmark create | When a user bookmarks an exhibitor |
Planning bookmark create | When a user bookmarks/register to a session |
Product bookmark create | When a user bookmarks a product |
Using additional Actions
Once you click on ‘Actions’, you will be prompted to choose from the following actions (only actions you chose earlier will be shown):
The modal shows all behaviors on the Swapcard platform that can trigger actions inside Captello. For the purpose of our example, click Meeting request create.
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A modal to set up Fulfillment Actions will appear. Follow the directions below to assign leaderboard points for this action:
1) Select the Change Leaderboard Points action
2) Select the Leaderboard you want to assign the points to
3) Use “+20” to add 20 points, “-20” to subtract points, etc.
4) Leave the Repeatable icon green if you want to award the attendee multiple times for taking the same action. Make it gray if you don’t want to award the attendee multiple times (just the first time).
Click the Save button.
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