Overview

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

This article briefly goes through 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.

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Orders Page

Orders is 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.

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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.

Creating a Category

Categories are used for different groups of templates. For example, you might establish a 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 own template or edit an existing one. Additionally, you have options to delete, clone, or preview templates.

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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.

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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.

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Contacts Tab

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

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Socials Tab

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

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Style Tab

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

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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.

General Tab

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

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Contacts Tab

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

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Socials Tab

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

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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: Makes owners of profiles with this profile type able to update their profiles

• Set as default: Makes this profile type the default type.

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Creating a Template

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Template Builder

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

Template Builder 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.

• Image: Upload and display single images.

• Gallery: Showcase multiple images in a gallery format.

• Video: Embed video content from various sources.

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

• Exchange: Enable exchanging contact information between users.

• Save Contact: Allow users to save the contact details directly to their device.

• URL: Provide a URL that directs users to a specific webpage.

• Google Play: Link to your app on the Google Play Store.

• App Store: Link to your app on the Apple App Store.

• 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’.

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

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Configure & Activate Card and Accessory

1. The first step in configuring and activating your card is assigning an owner.

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2. After that, add the URL where users will be directed when the card or wristband is scanned

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3. 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

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4. Then, select the default mode, which defines the purpose of the card or wristband.

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• 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

Accessing the Profiles

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

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Other Capabilities

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

Pending Cards

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Pending cards 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:

1. The first step in configuring your card is assigning an owner.

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2. After that, add the URL where users will be directed when the card or wristband is scanned

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3. 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.

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4. 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

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• Configure & Activate: Finalize the setup and activate the card (refer to steps above).

When Status is ‘Ready’

• Reset: Revert the card to its original state.

Pending Cards/Accessories: Single Actions

Status: Ready

• Edit Configuration: Modify the card’s existing setup.

Assigned Cards

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Assigned Cards/Accessories: Single & Bulk Actions.

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: Single Actions

• Status: Active & Inactive

  • Edit Configuration: Adjust the card’s settings.

  • Change Templates: Select a new template for the card.

• Deactivate the card.

• Change the Card Template to update its layout or content.

• Edit Configuration to make adjustments.

• Release the card, which deletes the user and their data, sending the card back to the ‘Pending’ status