Connecting your Swapcard Account

Creating a Swapcard API Key

To connect your Swapcard account, first, you need a Swapcard API Key.

You can create an API Key by following Swapcard’s instructions.

Once you have an API Key, follow the steps below:

Setting up the Swapcard Connector

• Make sure you have access to the Swapcard Connector under Setup > Integrations > Connectors.
  If you do not see the connector, contact your Captello Representative.

Click the New Account button and enter an Account Name and Access Token (your Swapcard API Key).

Open

Once your account is connected, it will show as following:

Open

• You can change the Account Name and API Key by clicking the down arrow next to the Swapcard account and clicking Settings.

Connecting your Swapcard Events

Obtaining your Event ID

To connect a Swapcard event, you will need the event’s ID.

An Event ID can be obtained from the bottom of the Event builder’s General Information page as shown:

Adding your Swapcard Events

• From your Swapcard connector, click on the Events button to view the Events page and add your Swapcard event.

• Next, click the Add Event button.

• Select the Swapcard Account where you set up your event and enter your Event ID.

• Click the Add & Sync button to begin syncing your event.

Drive Engagement and Trigger Actions

Adding Actions to Attendee Behaviors

The integration helps organizers drive engagement by assigning points to over 34 unique actions taken by attendees. Using Captello’s Digital Activations, Reward Center, Leaderboards, Waypoints, and more…Organizers can truly take their events to another level. In the example below we show how to assign points when an attendee creates a meeting request with another attendee.

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

There are three primary actions you can track participation for:

Actions (Register): When an attendee registers for the event.

Actions (Check-In): When an attendee checks in to the event.

Actions (Session Check-In): When an Attendee checks in to any session inside the event.

Additional Actions

To add additional actions from Swapcard,

Swapcard provides a list of additional actions that attendees can take in their events.

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.

Then choose the actions you need from Sync Analytics Actions Type.

List of SwapCard’s Additional Actions and Their Descriptions

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.
  
  

• 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.

Adding Actions to Specific Content Interaction

• You can add actions, such as points, to specific behaviors such as opening specific Documents, visiting specific Exhibitors, accessing certain Groups, etc. click the number next to the object as shown below.

• Click the down arrow next to the specific item as shown below and choose the relevant Action from the menu. You’ll see the same Fulfillment Actions modal as discussed above.

Embedding Zones into Swapcard

Easily embed Captello Zones into the Swapcard mobile app and Swapcard digital event platform by following these steps.

• In Swapcard Studio:

  • 1) Click Content display

  • 2) Click Add button

• Choose the Captello button

• Enter a Label name and your Captello Zone URL. Retrieve your Captello Zone URL inside your Captello account by navigating to Events > Activations > Zones.

• Click the dropdown arrow next to your Zone and choose Launch.

• Click Copy.

• Enjoy your new Zone that can drive engagement, rewards, progress reports and much more. See screenshots and a video demo of Captello with Swapcard’s mobile app used by attendees below:

Demos: Swapcard Mobile App with Captello Gamification

Scan Attendee Badges Using Captello ULC

Captello’s Universal Lead Capture (ULC) solution can be used by exhibitors to scan Swapcard badges. To set up the Capture form follow these steps in the Captello Event Builder:

1. Click the Badge Scanner element.

2. Choose Swapcard as the Scan Provider.

3. Enter your Event Identifier (Event API Key).