...
| Tip |
|---|
Your accessory is now activated! |
The user will receive an email after activating their accessory. The email includes a link to the portal and a link to their profile.
...
Accessing the Connexions Portal
...
Login to Captello
Click on your profile picture
Click on Connexions Portal
...
The user can also login using the link they recieve after activating their accessory.
Login methods include:
Using your password
Using an OTP
Using Google
The portal will have 3 main tabs:
Accessories
...
Page
The accessories tab shows all the accessories assigned to your user profile, allowing you to preview the accessories pages, and edit their templates, and modify the lead capture mode. (that are previously setup on the Connexions admin view).
...
| Info |
|---|
You can switch between list view and grid view using the icons on the top right of your accessories |
...
| Info |
|---|
|
...
|
Accessory Mode
Enable the user to switch between Captello 365 and Quick Connection for lead capture.
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
The system will auto-redirect to your most recent 365 form if none is selected |
Fallback Action
Choose where to redirect the accessory viewer if the accessory owner has no assigned Captello 365 forms:
Redirect to Quick Connection Form.
Redirect to Profile.
Redirect to a Predefined URL.
...
Profiles Page
Allows you to preview and edit your profiles that are assigned to the accessories (based on Connexions admin setup). This allows you to edit contact information and social media links per profile.
...
You can also customize the profile link of each profile by clicking the edit button on the link.
...
To edit the contact information and social media links for a specific profile, click on 'Edit.'
...
In the Premium tab:
You can edit the button line and element title within the form. You can also preview your assigned 365 forms.
...
Click the eye icon
to preview your 365 form.
In the preview, you will have three viewing options:
Mobile app (selected by default)
Tablet/iPad
Desktop
...
Preview your profile by clicking on the ‘Preview’ button.
...
In the preview, you will have three viewing options:
Mobile device (selected by default)
Tablet/iPad
Desktop
...
Auto download vCard: When this option is enabled, a vCard (VCF file) with the profile’s contact info is going to be downloaded once anyone accesses the link.
...
Connections
...
Page
The connections tab shows all the people that have connected with you by filling one of your forms. It allows you to: save contact details, initiate calls, or send emails directly from your profile for fast, personalized follow-up