Connexions User Quick Start Guide: Managing Cards, Templates, and Accessories
A comprehensive guide to help you configure, activate, and manage your cards and accessories. Learn how to set up templates, customize your profile, and use post-activation options like deactivation and editing templates for seamless integration with your business.
Security Profile Permissions
Ensure that your security profile permissions are properly configured and enabled. You can only view orders if you are one of the assigned users and have the appropriate security profile permissions.
Access Your Orders
To view your orders, navigate to the Orders list from the client dashboard by selecting Connexions → Orders. From there, you can confirm the status of the newly created order.
In the Orders screen, you can view the order status, rename the order, copy the order ID, and access your cards once they are delivered.
Configure & Activate Card and Accessory
From the dashboard, go to Connexions → Cards and open the Pending Cards tab.
Pending Cards:
New: You’ll see two options for new orders: ‘Configure’ and ‘Configure & Activate’.
Ready: You can choose between ‘Edit Configuration’ and ‘Reset’ for existing orders.
Once the card is created, you'll see several options:
Status: NewConfigure: Set up the card’s settings.
Configure & Activate: Finalize the setup and activate the card.
Status: Ready
Reset: Revert the card to its original state.
Edit Configuration: Modify the card’s existing setup.
Pending Cards/Accessories General settings:
Configure: Set up the card’s settings
Configure & Activate: Finalize the setup and activate the card.
Reset: Revert the card to its original state.
Assigned Cards/Accessories:
Once the card is activated and ready for use, several post-activation options are available:
Status: Active
Release: Delete the user and their data, sending the card back to ‘Pending’.
Deactivate: Temporarily disable the card.
Status: Inactive
Reset: Revert the card to its original state.
Release: Delete the user and return the card to ‘Pending’.
Activate: Enable the card for use.
Assigned Cards/Accessories General settings:
Activate: Enable the card for use.
Deactivate: Temporarily disable the card.
Reset: Revert the card to its original state.
Release the card, which deletes the user and their data, sending the card back to the ‘Pending’ status.
Configuration
The first step in configuring your card is assigning an owner.
After that, add the URL where users will be directed when the card or wristband is scanned
Next, choose the template you want to use.
One template is always selected by default, but clients can add multiple templates.
To preview a template, simply click on the eye icon.Then, select the default mode, which defines the purpose of the card or wristband:
Business Card: Displays the card owner’s profile when scanned (e.g., Ryan’s profile in the first slide).
Lead Capture: Shows a lead capture form upon scanning.
URL Redirect: Redirects to a different URL when the card is scanned.
Finally, review the summary to see the final results of your configured settings
Congratulations! You're all set. The accessory/Card has been activated, and the profile has been created. Check your email for the profile link and details of the configured template and selected data source for each element.
Creating a Template
From the client dashboard, go to Connexions → Templates and open the Template Categories tab.
Here, you can create a new template category or update the default one as needed. You can either build your own template or edit an existing one. Additionally, you have options to delete, clone, or preview templates.
Note: templates in use cannot be deleted.
Template Builder
In the Template Builder, you can select the fields you want to include on your redirecting page.