1 Overview
2 Simplified Activation of Accessories
3 Accessing the Connexions Portal
- 3.1 Accessories Page
  - 3.1.1 Fallback Action
- 3.2 Profiles Page
- 3.3 Connections Page

Overview

The Connexions portal allows you to view, activate, and edit all Connextions accessories that are assigned to you. It is accessible from both desktop and mobile (through mobile browsers).

Simplified Activation of Accessories

To activate an accessory assigned to you, simply scan its QR code or NFC from your phone, and follow the Wizard as shown:

After scanning, tap 'Let’s Get Started'.

In case of your accessory being in Lead Capture mode, select one of your 365 capture forms and tap ‘Activate your Accessory’.

Your accessory is now activated!

The user will receive an email after activating their accessory. The email includes a link to the portal and a link to their profile.

Accessing the Connexions Portal

To access the Connexions portal and manage your accessories, follow the steps below:

Login to Captello
Click on your profile picture
Click on Connexions Portal

The user can also login using the link they recieve after activating their accessory.

Login methods include:

Using your password
Using an OTP
Using Google

The portal will have 3 main tabs:

Accessories Page

The accessories tab shows all the accessories assigned to your user profile, allowing you to preview the accessories pages, edit their templates, and modify the lead capture mode. (that are previously setup on the Connexions admin view).

You can switch between list view and grid view using the icons on the top right of your accessories

Use the eye icon to preview the profile (open in a new tab).
Use the edit icon to edit

Accessory Mode

Enable the user to switch between Captello 365 and Quick Connection for lead capture.

The system will auto-redirect to your most recent 365 form if none is selected

Fallback Action

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

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

Profiles Page

Allows you to preview and edit your profiles that are assigned to the accessories (based on Connexions admin setup). This allows you to edit contact information and social media links per profile.

Depending on admin restrictions, some profiles can be un-editable.

You can also customize the profile link of each profile by clicking the edit button on the link.

To edit the contact information and social media links for a specific profile, click on 'Edit.'

In the Premium tab:
You can edit the button line and element title within the form. You can also preview your assigned 365 forms.

Click the eye icon to preview your 365 form.

In the preview, you will have three viewing options:

Mobile app (selected by default)
Tablet/iPad
Desktop

Preview your profile by clicking on the ‘Preview’ button.

In the preview, you will have three viewing options:

Mobile device (selected by default)
Tablet/iPad
Desktop

Auto download vCard: When this option is enabled, a vCard (VCF file) with the profile’s contact info is going to be downloaded once anyone accesses the link.

Connections Page

The connections tab shows all the people that have connected with you by filling one of your forms. It allows you to: save contact details, initiate calls, or send emails directly from your profile for fast, personalized follow-up