After the release of Groups and Permissions at the Community level, we can now use these groups to define who can see the Community View, but also which People should be showcased in a Community People View.

Using Groups to define Community View Visibility

In the “Visibility” tab of any Community View, you can define which Community Group can see the content:

Any People member of an Event Group linked to a Community Group toggled in this menu, will have access to the content.

Using Groups to define Community People View Content

In the “Data” tab of any Community People View, you can define which Community Group’s members should be displayed in the view:

Since we’ve made all the views at Community level visible, including exhibitors, items, people, and sessions, we are now giving organizers the ability to define permissions within a Community.

Groups will exist in a Community in the same way they exist at the Event level. In each group setting, you can define what anyone in the group can do and can see.

How to set group rights in a Community?

In the Community Builder section in the Studio, there is a new option called “Groups & permissions.” Here, you’ll find a page that lists all the groups in a Community.

Each Community contains three basic pre-built groups, which includes:

• Companies
• Speakers
• Members

There is the option of creating additional groups by clicking on the “Add a group” button, which opens the following window:

In this window, you can name the new group and decide whether to create it with the same settings as an existing group or not.

Clicking on a group will then open the following settings panel, which is the same regardless of the group. Keep in mind that the basic “Speakers” and “Companies” groups cannot be renamed:

As with events, you can define:

• Which people the group members are able to see (selecting among all the Community groups)
• Which exhibitors the group members are able to see (ability to apply a field value condition)
• Which sessions the group members are able to see (ability to apply a field value condition)
• Which items the group members are able to see (ability to restrict to some specific Item types)

Once the group side panel is set, the rules should be applied in the event app. This means if a user is a member of one or several groups, they should only be able to see what the higher-ranked group they’re a member of allows them to see.

How’s it possible to be in a Community group without being directly assigned to the group?

For now, we don’t provide registration at the Community level nor do we provide the Data Manager at the Community level. As such, it’s not possible to assign someone directly to a Community group.

While waiting for these two features, we found a way to make any Event Group member an indirect member of a Community Group. Each Event Group is now linked to a Community Group as a relation child <> parent.

This means that if User X is a member of Event Group A which is a child of the parent Community Group B, when diving into the Community level, the rights of Community Group B are applied.

What happens if…

• User X is a member of Event Group A which is a child of the parent Community Group B

AND

• User X is a member of Event Group C which is a child of the parent Community Group D

AND

• User X is a member of Event Group E which is a child of the parent Community Group F

👉 At Community Level, User X will have the rights of the highest-ranked group among Group B, D, and F.

How to define the link between an Event Group and a Community Group?

At the Event level in Studio, from any Event group side panel, there is a new option to define the Community parent group :

The dropdown lists all the existing Community Groups.

By default :

• Default Event Speakers Group should be linked to Default Community Speakers Group
• Default Event Exhibitors Group should be linked to Default Community Companies Group
• Default Event Attendees Group should be linked to Default Community Members Group
• Custom Event Group should be linked to Default Community Members Group

What’s coming next?

Next, we plan to release:

• The ability to restrict the visibility of Community views using Community Groups
• The guest mode at Community Level
• The ability to turn any Community view into a widget

Stay tuned!

We are introducing another option within Studio for lead retrieval when scanning badges onsite. Currently, if an event organizer enables lead retrieval rights for an individual exhibitor or a select group within Studio, badge scanning will be available on both iOS and Android devices through the Swapcard Mobile App. When an exhibitor with these rights scans an event attendee onsite, a two-way permanent connection is created immediately with contact details shared between the two.

With this new upcoming enhancement, organizers will be able to decide, at group and exhibitor level, whether badge scanning at a physical event creates a traditional two-way permanent connection between the two users, or if a brand new one-way connection is created instead.  A connection is considered one-way when the contact information of the individual who’s badge was scanned is shared with the person who initiated the scan. Only the individual who’s badge was scanned will appear in the scan initiator’s contact list.

This new enhancement will allow organizers to have full control of how information is shared when scanning badges during onsite events.

How will it work?

When the one-way connection option is selected, a contact will be created only for the individual who scanned the badge, by duplicating information of the person scanned including their first and last name, email, and phone number on display in the event profile at the time of the scan.

This logic is similar to business card scanning, in that the individual who’s badge is scanned will not receive a notification and will not have the contact details of who scanned their badge. If the scanned individual’s profile is updated (either by them in their event profile or by the organizer) after their badge was scanned, these changes will not appear for the individual who scanned them prior to the changes.

How to enable one-way connection in Studio?

An option will be added in two places in the Studio to allow event organizers to decide, at group and exhibitor level, whether the badge scan will create a traditional two-way user connection, or the new one-way contact record.

The new option can be found here:

1. Event Builder → Groups & Permissions → Group setting → General → Lead retrieval
2. Content → Exhibitors → Edit individual exhibitor → Lead retrieval

By default, once “Onsite badge reader” is enabled, when a badge is scanned at an event, the contact details of both the person scanning and the person who’s badge was scanned, will be shared with details available to both.

In order to restrict contact sharing and have a one-way connection with the contact details of the scanned person only available to the scan initiator, the organizer will need to select this option: “Scan Initiator”.

Please note that this setting can only be selected by the event organizer.

Additionally, organizers will now have the ability to access related Help Center articles directly from the “Learn more” buttons presented under Setting up lead retrieval and Virtual booth visits. This will allow for quick and easy access to additional information related to these functionalities.

An improvement has been made to the Page View Analytics section within the Studio dashboard, which allows organizers to not only view the number of “Total Views” per page, but also the “Unique Number of Visitors” per page.

The toggle between “Total Views” and “Unique Views” can be easily moved to present the two views. Also, the data is available in a graph view as well as a list view.

With this enhancement, organizers can easily determine page popularity based on unique views.

Note: Unique visitor numbers include visits per page.

If you have set up an RTMP Session using a third-party provider or through our own Backstage solution, and if you recorded it with the option enabled from the Session details in Studio, it is now possible to turn it into an On-demand Session.

How to turn an RTMP Session into an On-Demand Session?

When your Session is over, you now have a new “Convert to on demand” button just below the Format option in the Session details within Studio:

Clicking on it will open the following pop-up window:

From this window, you are able to select which recording you want to use, click on “Save changes” and it’s created like magic. Your Session has now been converted into an on-demand Session and it will display the recording you selected.

We completely revamped our Sessions editor in Studio to make it easier to use, clarify all the session formats we provide, and have a smoother session creation/edition path.

Session creation is now much easier, thanks to new format list options when creating one.

Depending on the format chosen, the pop-up window will ask you to upload a video, refer a video URL, etc. The creation path is now much more guided.

Once the session is created, all the session format settings are collected in a new tab “Format & video” which allows you to focus only on this information.

The session creator/editor layout has been turned into a two-column layout to make the navigation and comprehension easier.

We also added alert messages while updating and changing the session format. This way, potential mistakes are reduced:

Also, trying to update any session date (the session date itself or the streaming availability date), a brand new pop-up window will open that gathers all the date parameters to help make those changes easier:

In the Sessions list in Studio, we also added an indicator next to the session format value in the “Format” column with additional information.

This way:

• For an on-demand session, you can know whether it is:
  • A video file
  • An embedded video
• For a livestream session, you can know whether it is:
  • An RTMP
  • A Backstage Session
  • An embedded video
• For a prerecorded session, you can know whether it is:
  • A video file
  • An embedded  video

Several new exciting features have been added to the Swapcard platform, including the launch of Community. In order to stay consistent with the Community feature, we removed and added several columns to the contact export Excel file.

We removed outdated fields like Skills, Second job title, and Owners. Also, we added new fields:

• state: Part of the address.
• scoring: Score given to the contact.
• event of first connection:  The event where the contact was made.
• community of first connection: The community where the contact was made.
• other communities in common: Common communities, for example, “Community A, Community B, …”
• other events in common: Common events, for example, “Event A, Event B, …”

Attendees can export the contact list in Event App > My profile > My Contacts > Export my contacts.

This new information gives attendees more details about the contacts they’ve made at an event or a community so they can better organize their connections.

We are introducing the ability to disable session feedback. This means that the feedback block on the session detail page will be hidden, and attendees registered to the session will not receive a notification inviting them to rate it.

Collecting feedback is important to improve the quality of events. However, we recognize that some organizers prefer not to collect feedback for various reasons, like if the session is about a sensitive or confidential topic.

To disable session feedback, simply go to the “Preferences”  tab within your Session in Studio and toggle off the “Ask for feedback after the session” parameter:

This will remove the feedback block from the session detail page and prevent attendees from receiving the feedback notification.

We believe that this new feature will provide more flexibility for organizers and help create a better overall experience for attendees.

With this new feature, event organizers can now save time and effort by creating and saving their own custom emails as templates for future use.

Going forwards, you won’t have to waste time writing the same email over and over again. Simply craft your message once, save it as a template, and you're good to go!

How does it work?

• Select one of your emails
• Click on the new "Save as template" button
• Name your template
• Your template is now ready to be used with other events

What is RTM?

RTM stands for “real-time monitoring”, a method of observing and analyzing different types of data as it is being accessed, manipulated, and viewed by another party. Once accessed, the information is accurate at the moment it's viewed.

Swapcard is working to implement RTM at different levels in all available apps.

This particular deployment implements real-time updates for the Session date in the Session details. Now, when the organizer edits Session dates in the studio, it reflects immediately in the event app for attendees without the need to refresh their page.

• This first version implements ONLY the start date and end date including the time of the session.
• Dates are automatically updated when you view the Session details in the event app. This feature is not meant to update the dates of a specific Session when you’re viewing the list or using the grid view.

Still to come:

• Session banner placeholder dates with RTM
• Session streaming dates with RTM