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Connexions Portal

Connexions Portal

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'.

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

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Your accessory is now activated!

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 portal will have 3 main tabs:

Accessories Tab

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

Profiles Tab

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.

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 Tab

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

 

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