Overview

The Connexions dashboard offers valuable insights for all your team's accessories and profiles, allowing filtering data by users, profiles, and connection type, providing a comprehensive view of accessory and profile usage.

Security Permissions

The following security profile permissions are needed to view the dashboard:

• View Dashboard: Allows the user to view the dashboard.

• View Reports: Allows the user to access the reports section (also allows them to be able to click the chart numbers to access a filtered report).

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Accessing The Connexions Dashboard

To access the Connexions dashboard, from Captello’s home screen, click on ‘Connexions’, then click ‘Dashboard’.

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Alternatively, from the dashboard page, select the ‘Connexions’ category

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Dashboard Details

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Once the dashboard is loaded, you will be greeted with 4 main elements:

• Filters: Allow you to narrow the stats.

• Activity categories: and activity chart widget for the selected activity.

• Recent activities widget: showing recent activities, such as submitting a form, or viewing a profile.

• Link engagement: visits to social media and other integrated websites included in a Connexions profile.

Filters

The filters on top of the dashboard allow you to narrow down the data by selecting users, profiles and time frame.

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Activity Categories & Charts

Select an activity category to show on the corresponding chart. You can further show/hide sub categories inside each category.

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The available categories are:

• Connections: The number of captured prospects through 365 forms, contact exchange and accessory taps.
  Subcategories for connections include:

  • Inline Form: Prospects captured through submitting their information to a Connexions profile form.

  • Contact Exchange: Prospects who shared their contact information on a Connexions profile

  • Accessory Tap: Connecting through submitting a 365 form after scanning an NFC accessory.

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• Profile views: The amount of times a profile was loaded.
  Subcategories include:

  • Accessory Tap: Loaded the page by NFC scanning an accessory.

  • QR Code Scan: Loaded the page using QR codes of accessories.

  • Share: Loaded the page through any of the ‘share’ options from the Connexions profile

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• Accessory taps: How many times accessories were NFC scanned.
  Subcategories include the types of NFC accessories, such as cards, buttons, stickers and bracelets.

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• Contact downloads: Shows how many times a vCard (vcf file is downloaded). The subcategories include ‘Auto Download’ (if the Connexions profile is set to auto-download on launch), and ‘Save Contact’ (manually saving the contact file).

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Recent Activities

Recent activities show all activities done in the last 48 hours. The widget allows you to select activity type from the drop-down.

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Activity types include:

• Form submitted: shows when a prospect is collected by launching a Connexions profile using any of the methods (accessory tap, contact exchange or inline form) and filling its form.

• Profile viewed: Connexions profile was loaded.

• Accessory tapped: An accessory NFC scanned.

• Contact downloaded: A contact file (.vcf) was downloaded.

• Link tapped: An engagement link was accessed through a Connexions profile (such as social media links).

Link Engagements

Link engagements show the number of times a link was opened from a Connexions profile.

It shows the total number on the title (50 in the following example), and the number of each link individually.

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Connections

The connections widgets shows the number of prospects collected through Connexions.
Connections are categorized into:

• Inline form: Prospects collected through filling an inline form on a Connexions profile.

• Contact exchange: Prospects collected through sharing contact details on a Connexions profile.

• Accessory tap: Prospects collected through NFC scanning of an accessory in lead capture mode and filling a 365 form.

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