Overview

Connexions is a platform that allows you to set up, configure, and manage personal and company profiles for use with physical accessories, enabling efficient and effortless sharing of contact information.

This article briefly describes setting up and configuring templates and profiles, customization options, and managing and activating accessories.

Security Permissions

For a user to access the Connexions page, they must have the ‘Connexions’ security profile permissions.

Security profiles are accessed by navigating to Setup > Users > Security Profiles.

Orders Page

Orders are where new orders for accessories are managed. To view your Connexions 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 Accessories once they are delivered.

Creating a Category

Categories are used for different groups of templates. For example, you might establish Marketing, Engineering, and Customer Service categories. 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 template or edit an existing one. Additionally, you have options to delete, clone, or preview templates.

Setting up Company and Personal Profiles

From the client dashboard, navigate to Connexions → Setup and open the Company Profiles/Personal tab. You can create a new company or a personal profile or update the default one as needed.

Company Profile

Designed to store standard information on your company.

General Tab

The general tab allows you to add general information about the company, such as name, industry, description, notes, cover photo, and logo.

Contacts Tab

The contacts tab allows you to add contact information (such as emails and numbers) for the company.

Socials Tab

The socials tab allows you to add the company’s social media links.

Style Tab

The style tab allows you to change the theme color, font type, and color for the page.

Personal Profile

Personal profiles are tailored for individual users, enabling you to save their details (e.g., Ruby Walker with the profile type "Professional Profile").

The Personal Profile Type drop-down includes a variety of profile types, such as professional and testing profiles (e.g., technical support team profiles for different regions).

For each profile, clicking the pencil icon will take you to an editing page where you can adjust general settings, manage contacts, add social media links, and style the profile with logos and colors.

Note: Styling with a logo is only available in the company profile editing section.

General Tab

The general tab allows you to add the person’s general information, such as name, summary, professional title, etc.

Contacts Tab

The contacts tab allows you to add contact information to the person, such as emails and numbers.

Socials Tab

The socials tab allows you to add social media links to the person’s profile.

Creating a Personal Profile Type

Clicking the ‘+ Add’ button allows you to add a new personal profile type. The following setup settings are available when creating

Name: The profile’s name
Description: A description for the profile.
Allow the owner to update their profile: This makes owners of profiles with this profile type able to update their profiles (by default).
Set as default: This makes this profile type the default type.

Creating a Template

Note: templates in use cannot be deleted.

Template Builder

In the Template Builder, you can select the fields you want to include on your profile.

Template Setting

Allow owner to toggle auto vCard download on Profile: Allows the user to control the auto-download setting from theConnexions Portal.

Allow Link Tracking: Integrates the link with the tracking engine, showing interactions on theConnexions Dashboard.

QR Code Customization

Allows you to choose a QR template. This will apply to the QR profiles created using this template.

To create a QR template, please refer to QR Codes

Template Sources

When adding an element to the template, select its source. Choose where to retrieve the information from—predefined company or personal profiles, or by entering custom details.

Custom: Fixed: Allows you to customize your information, including phone number, email address, website, address, and fax.

Company: This will be appended to the profiles created under the company.

Personal: This will be appended to personal-created profiles.

Template Builder Elements

Settings Tab:

The Settings tab allows users to configure the properties of form elements within the profile template.

Title: Customize the section title.
Data Source: Select the source of the information (e.g., custom, predefined).
Info Section: Enable or disable fields such as phone, email, and website. Users can also edit labels and input values.

Style Tab:

Allows customization of the appearance of form elements.

Styles:

Use default color: When enabled, the default color will be applied. When disabled, you can customize the text color.
Variants: Select the icon style for the element based on the chosen variant.

Color:

Use default text color:
- If enabled, it will use your account branding color.
- If disabled, you can manually select a custom text color.

Template Elements

Contacts: Add contact information, such as phone numbers and email addresses.
Text: Include custom text content, such as descriptions or instructions.
Links: Add hyperlinks to external websites or resources.
Map: Display a map location for easy navigation.

Media

Image: Upload and display single images.
Gallery: Showcase multiple images in a gallery format.
Video: Embed video content from various sources.

Socials

Socials: Add links to social media profiles (e.g., LinkedIn, Twitter, Instagram).

Call to Action

Exchange: Enable exchanging lead capture forms.
- Quick Connection (a standard contact form for lead capture).
- Captello 365 (a customizable form).

The system will automatically redirect to the user's most recent 365 form if none is selected; otherwise, it will redirect to the user’s quick connection form.

Save Contact: Allow users to save the contact details directly to their device.
URL: Provide a URL that directs users to a specific webpage.

App Stores

Google Play: Link to your app on the Google Play Store.
App Store: Link to your app on the Apple App Store.

Business

Calendar: Add calendar events or scheduling links.
365 Form: Integrate the forms from Captello.

Cloning Templates

To clone a template, click on the 3 dots of a template, and click ‘Clone’.

Then, select set up the cloned template’s information as desired:

Configure & Activate Card and Accessory

The first step in configuring and activating 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 you 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.

Lead Capture - Form Types

Captello 365

By default, Captello 365 is selected. Choose your form from the 365Forms dropdown.

If no form is selected for the accessory, the system will automatically redirect to the user's most recent 365Form. If no recent form is available, it will follow the specified fallback action.

Fallback Action

Choose where to redirect the accessory viewer if the accessory owner has no assigned Captello 365 forms. Options include:

Redirect to Quick Connection Form
Redirect to Profile
Redirect to a Predefined URL

Quick Connection

A standard contact form designed to capture leads with a limited set of contact fields.

The form is created once an accessory is activated for the user. Each user has one connection form.

Fields:

First and Last Name (required)
Email Address (required)
Company
Job Title
Phone Number

Note: You can edit field settings or delete fields, except for the First Name, Last Name, and Email Address fields. These are the minimum requirements for a Quick Connection template. Additionally, duplicate fields are not allowed in the template.

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.

Accessing the Profiles

The final Profiles section allows you to access each user’s details, including their templates, number of Accessories, and profile types. By clicking the eye icon, you can view the specific user profile the user uses.

Use the eye icon to preview the profile (open in a new tab).
Use the share icon to share the profile through one of the following options:

Other Capabilities

From the dashboard, go to Connexions → Accessories and open the Pending Accessories tab.

Pending Accessories

Pending Accessories have two modes:

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:

Configuring Card Settings

Configure: Set up the card’s settings:

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.