1 Overview
2 Setup
3 Tracking Events
- 3.1 Sessions
- 3.2 Fulfillment Actions
  - 3.2.1 Events
  - 3.2.2 Sessions
4 Deploying Activations and Leaderboards
- 4.1 Using Links
  - 4.1.1 Auto Identifying Attendees
5 Tracking In-Person Events
6 Use Case: Awarding Points to Leaderboards for Engaging
7 Web Services Used

Overview

Swoogo is super customizable event marketing software made for event profs who plan in-person, virtual, or hybrid events. Captello integrates with Swoogo to track registration, event check in, and session attendance. You can award points for attendance, tag Prospects based on their interests, and send targeted follow up based on sessions.

Setup

To set up Swoogo, you will need your API key and Secret Key. If you do not have user permissions to generate API credentials, please contact your Swoogo administrator for assistance.

To retrieve your API key:

Login to your Swoogo account.
Click your profile icon in the top-right corner.
Select My Profle.
Navigate to the API Credentials tab.
Click Generate Consumer Key and Secret.

Note: if you already have an API Key and Secret in user, DO NOT regenerate them. This will reset your credentials across all API applications. Simply copy the existing keys.

Once you have an API key, you can connect Swoogo to Captello. To connect your accounts:

Login to Captello.
Navigate to Setup > Integrations > Connectors.
Scroll down to Swoogo.
Paste in the API Key and Secret Key.
Click Save.

If you entered your API key correctly, you will see a green success message.

Click the Sync button to pull in the list of your events and begin tracking activities.

Tracking Events

Captello will automatically pull in Events, Sessions, and Registrants from Swoogo. To view Swoogo data:

Navigate to Setup > Integrations > Connectors
Scroll down to the Swoogo connector.
Click Manage Events.

On the Manage Events page, Captello lists all Events from your Swoogo account. You can control which Events sync registration and session data to Captello. To enable syncing, switch on the toggle labeled Syncable to the right of the event.

Once the Event is syncing, Captello will update Registrants every 10 minutes. To view Registrants, click on the number in the Registrations column.

Sessions

To view an Event's Sessions, click on the number in the Sessions column.

Fulfillment Actions

Captello can trigger several Fulfillment Actions based on Swoogo engagement. You can set actions at both the Event and Session Level. For Fulfillment Actions to work, the Event must be Syncable.

Events

Actions (Register) – attendee registers for the Event.
Actions (Check-In) – attendee logs into the Event.
Actions (Session Check-In) – attendee checks in to any session.

Sessions

Actions (Check-In) – attendee checks in to the specific session.

Deploying Activations and Leaderboards

Once you have setup your Swoogo account, you can create your Activation(s) inside of Captello. Once created, attendees can engage with your Activation in one of three ways:

Clicking on a link taking them to the Activation's dedicated URL.
Playing the game embedded on your Swoogo site.
Scanning a QR code in a session.

Using Links

When linking to an Activation, simply add the Activation URL as a link anywhere on your Swoogo site. For example, you could have a button that lets users sign up.

In the example above, the "SIGN UP" button leads to a Waypoint with a capture form. The Waypoint awards points toward the event's Global Leaderboard.

Auto Identifying Attendees

Normally Activations are connected to an Event Capture form. While these forms are great for surveys, you may not want your attendees to fill out another form. If this is the case, Captello can automatically identify the following information:

First Name
Last Name
Email
Company

If you wish to capture any other information, you will need to use an Event Capture Form.

To enable Auto Identification, launch the Activation and select Without Capture. Copy the URL and append the following code to the end of the URL.

&ll_3p_email=*/registrant-email/*&ll_3p_fn=*/registrant-first_name/*&ll_3p_ln=*/registrant-last_name/*&ll_3p_co=*/registrant-company/*&ll_3p_ign_act=1%22

Embedding

You can embed Activations and Leaderboards into Swoogo using their iFrame. In the example below, we have embedded a Leaderboard for attendees to track their points.

First, you will need to create an iFrame. In Captello,

Navigate to Events > Capture.
Use the drop-down menu to the right of the Activation/Leaderboard and select Launch.
Copy the URL.
Log in to your Swoogo account.
Open the appropriate page in the website builder.
Click Add Content.
Drag an iFrame element to the desired position on the page.

The iFrame will appear as a blank box on the page. To add your Activation/Leaderboard:

Click on the blank space inside of the iFrame.
Select iFrame Settings.

Paste your URL into the Website Address.
Exit the iFrame settings.

You can use the drag-and-drop options in Swoogo to resize the iFrame. You will need to save and refresh the page for the Activation/Leaderboard to adjust to the new size.

Like with URLs, Captello can automatically identify attendees. See Auto Identifying Attendees above.

QR Codes

Presenters can add QR codes to their presentations to allow users to earn points/play a game. By making it part of the presentation, you ensure the attendees only award points if they were in attendance and paying attention!

Learn more about QR codes here.

Auto Identification is not possible with QR codes. However, as long as the attendee has enabled third-party cookies, Captello can identify them from previous engagements.

Tracking In-Person Events

If you are hosting an in-person event powered by Swoogo, your exhibitors can use the Captello app to capture leads. To set up Badges:

Open your event in Swoogo.
Click the Manage tag.
Click Badges and Labels.
Click Create Badge.

Add any text or images to design your badge.
Add a barcode element to the badge.
Click on the barcode.
Select Barcode Settings.

Select the Text option.
Add only the registrant ID field.

Exhibitors using the Captello Event Lead Capture app can now scan badges to retrieve contact data. The will need to fill out a Developer Kit Support Request for Captello to add the scanner to their Event Form.

Use Case: Awarding Points to Leaderboards for Engaging

You can award points to attendees for attending sessions and engaging at your event. For example, we may want to award +20pts for each unique session visit. To do this:

Create a Global Leaderboard for your Event.
Navigate to Setup > Integrations > Connectors.
Scroll down to Swoogo.
Click Manage Events.
Set your Event to Syncable.
Use the drop-down menu to the far right to select Actions (Session Check-In).

Select Change Leaderboard Points as your action.
Select your Event's Leaderboard.
Specify the points to add/subtract.

In the example below, we are adding 20 points to a Spin to WIN global leaderboard any time a Prospect checks into a Session.

If you wish to give individual sessions unique scores, you can click into the Event's Sessions (see above) and assign a session-level Fulfillment Action. For example, I may have one session that should be worth 50pts while others are only 20pts. To award extra points, we would click into the Sessions and assign an extra Fulfillment Action for +30 points to that session.

Web Services Used

The following web services are used with the Swoogo integration with a polling frequency of every 10 minutes.

/oauth2/token.json
/events.json
/sessions.json
/registrants.json
/registrants/{registrant_identifier}.json
/webhooks/create.json
/webhooks/delete/ID.json