Swapcard

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 this Connector contact your Captello Representative.

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

The Account Name can be generic. You’ll take additional steps for each event.

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

If you have multiple Swapcard accounts you can add them by clicking the New Account button.

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

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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:

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Adding your Swapcard Events

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

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  • 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.

Registrants and analytics sync every 30 minutes. Syncing does not begin until one (1) month before the Event Start Date and ends one (1) month after the Event End Date. Analytics and registrants will not be collected outside of this timeframe.

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

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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.

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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

Action

Description

Document open

When the attendee opens or downloads a document (from any place in the Event App)

Event advertisement open

When the attendee clicks on an event advertisement.

Event advertisement show

When the attendee sees an event advertisement. (should take scrolling into account)

Event show

When the attendee enters the event details.

Event view show

When the attendee enters an event view (Exhibitors, Attendees, Sessions, etc). event_view_id is used to identify the view.

Exhibitor advertisement open

When the attendee clicks on an exhibitor advertisement.

Exhibitor advertisement close

When the attendee sees an exhibitor advertisement. (should take scrolling into account)

Exhibitor self show

When the 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.

Make a spreadsheet of all your actions for better tracking.

Explore Captello’s Fulfillment Actions (depending on our license rights) for a host of other automated actions such as sending alerts, assigning Reward Points, triggering outbound marketing, and much more.

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:

Contact your Swapcard and Captello representatives to enable SSO for easy access to rewards and other advanced features.

 

 

Demos: Swapcard Mobile App with Captello Gamification

Video Demo #1

Video Demo #2

Video Demo #1

Video Demo #2

Watch on Vimeo: https://vimeo.com/786586740/dce2f5a946

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).

 

 

  

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