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Shows details of all the sessions in which the speaker was involved, including the session's statistics and the ratings received by the speaker.
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Note that answers to ‘Event Notes’ fields or ‘Paragraph Fields’ will be shown in a table format as shown:
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Prospect Timeline
You have the ability to show the details for every attended session and event by the prospect from the prospect’s timeline.
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Then select the prospect and the reason to confirm their attendance.
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Awarding Certificates to Session
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Attendees
Captello allows you to send certificates to attendees upon completing sessions, either by using a Captello email campaign or Accredible (3rd Party). Both ways are detailed below.
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Navigate to 'Setup > Integrations > Connectors'
Find the Accredible connector, add your Accredible API token and click ‘Add Account’
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Your Accredible account is now connected! |
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Setting up Styling and Headers of the Sent Email
The connector allows you to edit the header and style of the email sent with the certificates with a cover image and HTML content.
Click the ‘Settings’ button on the connector to start editing.
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The following customization settings are available:
Cover Image: Adds a cover image on top of the email.
Font Family: Controls the font family of the certificate.
Header Settings: Customizable HTML content to add to the email header, with merge fields including the registrant name, event name, and event date.
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Setting up The Fulfillment Action
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Add the action ‘Send to Accredible (Group)’ or ‘Send to Accredible (Session)’, based on your Accredible setup, then add your group or session ID.
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Click ‘Save’.
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Your setup is now done! All confirmed attendees will be confirmed to your Accredible account! |