For associations and membership organizations, the first question at registration is always the same: is this person a member? Until now, answering it meant asking registrants for a membership number they rarely remember, or checking lists by hand after the fact.

Not anymore. With the upgraded Microsoft Dynamics integration, Swapcard checks with your CRM while someone registers. Members are recognized, priced and welcomed correctly from the very first click.

What’s new

• Membership Lookup: as someone registers, Swapcard checks your Dynamics 365 records to confirm whether they’re a member and what kind. Member rates, partner tiers and special offers then apply automatically.
• Profile Pre-fill: Swapcard can also bring in details you already hold about the person, like their name, job title or company. Members skip the typing and land on a form that already knows them.

How it works

1. A registrant starts signing up for your event.
2. Swapcard checks with your CRM to see who they are.
3. The right experience follows: member pricing, the right ticket options, and a form with their details already filled in.

Your team decides how members are recognized and what information comes back. Your membership rules stay in your CRM, exactly where they already live.

Key behaviors

• Your rules, your way: whether a member is identified by email, membership number or company, and whatever your tiers look like, the logic is yours to define.
• Renew or join: show expiring members a renewal offer and everyone else a membership offer, automatically.
• Personal data stays protected: profile details are only shared once the registrant has confirmed their identity, either by being signed in or with a quick code sent to their email.
• No disruption: events already using our current Dynamics membership check keep working as they do today. You choose when to switch each event over.

Why organizers will love it

Members expect to be recognized. Now they are: the right price on the first try, a form that fills itself in, and no “contact us for the member rate” detour. Your team stops cross-checking registrations against the CRM, your data stays clean, and membership becomes a smooth part of registration instead of an obstacle to it.

💡 Pro tip: Use membership expiry dates to your advantage. A registration that doubles as a renewal reminder is one of the easiest ways to keep members on board.

You ordered your fields with care, then the Excel export laid them out in the order they were created, with that last-minute field stuck at the far end. Not anymore: in the People, Exhibitor and Session Excel exports, the custom field columns now follow the order you set in Studio, so the file is ready for analysis, reporting or your next tool the moment it downloads.

How it works

1. In Studio, open the settings for People, Exhibitors or Sessions and arrange your custom fields. For People, that's People settings → Custom fields, the same order your registration form uses.
2. Export to Excel as usual.
3. Your custom field columns come out in exactly that order. Reorder the fields in the settings, and the next export follows.

It works on every event, including events created from a template, so one standardised setup gives you the same export structure across all your events.

Good to know

• Scripts and macros: the new order applies to every export, past events included. If a macro, script or BI import relies on column positions, check it after the update.
• Standard columns stay put: built-in columns (for People: registration ID, check-in date…) keep their current position. Only the custom field columns move.
• Re-import still works: Excel imports read column headers, not positions, so you can re-import an exported file as before.

Your VIP guest was also registered as an attendee, so they got the VIP concierge section and the whole attendee homepage stacked underneath. That's over. On pages created after 20 October 2026, the Page Builder decides what each person sees from their highest-priority group in your event's group hierarchy. It's the rule the rest of Swapcard already uses, and what you check when previewing a page as a group is now exactly what that group gets live.

How it works

For every section restricted to specific groups:

• Pages created after 20 October 2026: a person sees the section only if their highest-priority group is one of the section's allowed groups. Someone in both Attendees and VIP is simply a VIP.
• Pages created on or before 20 October 2026: nothing changes. A person sees the section if any of their groups is allowed, so pages already live keep their current behavior.

The rule applies to every page you build in the Page Builder, your event homepage included.

Example: you build a VIP homepage with a concierge section for VIP only, and agenda and expo sections for Attendees. A sponsor's CEO registered in both groups now gets the VIP page you designed, and only that.

Since the top group now wins, check the order of your event groups before you build new pages: it decides who sees what. 🧭

A suggested meeting only works if people believe in it. Until now, the AI explanations behind Hosted Buyer meetings and people recommendations could feel generic, so buyers had trouble seeing why a match made sense. Now every explanation points to concrete common ground taken from your own profile fields.

What’s new

Our matchmaking AI now highlight more of your event’s profile data when it explains a match:

• Interest and Knowledge custom fields: when two participants have similar values, the explanation names at least one of them.
• Tree custom fields: hierarchical fields like Industry > Sub-industry now count too. If two people share a category, the explanation says which one.

How it works

1. Participants fill in their profile. They add their interests, knowledge, and any tree custom fields you set up for the event.
2. The AI generates the match. This covers suggested meetings in your Hosted Buyer Program and people in the AI recommendations carousel.
3. The explanation shows the overlap. It compares both profiles and cites the shared values.

Key behaviors

• Most specific match wins: if both people pick the same sub-category (e.g. Energy > Solar), the explanation cites Solar. If they only share the parent category (Solar vs. Wind), it cites Energy.
• No overlap, no mention: a field is never cited when the two people share nothing in it, or when one of them left it empty.
• Each tree field counts on its own: if your event has several tree fields (Industry, Job function, Region…), each one is checked separately. Only the ones with a shared value show up.

Why organizers will love it

• More meetings accepted: when a buyer can see why a match makes sense, they’re more likely to say yes.
• Fewer “why am I meeting this person?” questions: the explanation answers that on its own, so your team gets fewer support requests.
• Your profile data does more: the fields you collect at registration now show up right where participants decide whether to meet.
• Better exhibitor ROI: clear, relevant matches lead to better conversations, and that’s what keeps exhibitors coming back.

💡 Pro tip: Explanations can only cite fields that are filled in. Make your Interest, Knowledge, and key tree fields required in the profile, or prompt hosted buyers to complete them before meetings are generated.

💡 Pro tip: Build tree fields with clear parent categories. Even when two people pick different sub-categories, a good parent category (Energy, Healthcare, Retail) still gives them a solid reason to meet.

The new Exhibitor/Personal Toggle on the mobile Me tab helps your exhibitors seamlessly manage their dual roles as both active booth representatives and event attendees.

Instead of digging through menus to find the Exhibitor Center (EC) while on the move, exhibitors can now toggle instantly between their personal event experience and critical booth management tools directly from the main navigation.

What’s New? 🚀

We’ve redesigned the mobile Me tab specifically for users registered as exhibitors. They now have a clean, intuitive toggle at the top of their screen to swap between two distinct views:

• Exhibitor View (Default): Surfaces direct shortcuts to high-value Exhibitor Center actions like lead retrieval, contact scanning, and booth meetings.
• Personal View: Preserves the classic personal navigation they need as an attendee, including their personal contacts, scheduled sessions, and bookmarked items.

(Note: The toggle is smart. Standard attendees who are not registered as exhibitors will continue to see their regular, uncluttered Personal view without any distracting buttons.)

How It Works & Key Benefits

⚡ Permission-Based Shortcuts

Exhibitors will only see the shortcuts they actually have rights to use. If an exhibitor's plan doesn't include lead retrieval, that shortcut is dynamically hidden rather than greyed out, keeping their mobile workspace clean, focused, and highly relevant.

🛍️ Ubiquitous Marketplace Access

If you have enabled the event marketplace, your exhibitors will be able to access it from both the Exhibitor and Personal tabs. Whether they are shopping for solutions as an attendee or looking for partner tools as an exhibitor, the marketplace is always just one tap away.

🔒 Graceful Access Control

If you ever need to restrict or block an exhibitor's access, the app handles it gracefully:

• The toggle automatically defaults to the Personal tab.
• The Exhibitor tab is visually disabled.
• Tapping the disabled tab triggers a friendly message: "[Exhibitor Center Name] is currently unavailable," ensuring the user is informed without disrupting their personal event experience.

Why This Matters for Organizers

• Boosts Exhibitor ROI: Putting lead retrieval and meeting shortcuts on the most-frequented mobile screen means exhibitors scan more badges, book more meetings, and stay on top of their pipeline.
• Reduces Friction: Dual-role users no longer have to log out or navigate complex menus to switch contexts. They can represent their company and enjoy the event as an attendee simultaneously.
• Fewer Support Tickets: Clear visual states and automatic permission handling mean fewer confused exhibitors asking where their tools went.

Changes to a registration now reach your external tools automatically. When someone registers, cancels, gets approved or is declined, Swapcard sends an update through webhooks and Zapier. Each update also shows whether the registrant has paid or still has a balance due.

What's Changing

Until now, registration changes stayed inside Swapcard. If someone cancelled, your CRM didn't know. And there was no way to see who had actually paid without exporting lists by hand.

Now your connected tools, such as HubSpot, stay up to date on their own.

How It Works

• Automatic updates. Your connected tools are notified whenever a registration is confirmed, pending approval, rejected, cancelled or abandoned.
• Payment visibility. Each update shows whether the registrant has paid in full or still owes a balance.
• Ready in Zapier. Registration and payment status can be used in your Zaps to filter, map and sync them to your CRM.
• No setup changes. This works with your existing webhooks and Zaps. Nothing breaks.

💡 Pro tips

• Add a filter to your Zap, for example only cancellations, so that just the updates you need reach your CRM.
• Use payment status to build follow-up lists of registrants with a balance due.

Until now, the "Add member" button in the Exhibitor Center had one behavior for everyone — and for exhibitors who weren't allowed to add members manually, that meant a button that led nowhere. No path, no link, no explanation. That's fixed. The button now reads each exhibitor's permissions and your event's registration setup, then offers the method that actually applies to them. And organizers get a new exhibitor-specific registration link in Studio to steer people to the right place.

What's new

Two connected changes, one cleaner flow:

• A dedicated exhibitor registration link in Studio. When your event uses External Registration, Registration Settings now shows a new Exhibitor member registration link field — separate from your attendee link.
• A renamed attendee link. The existing attendee registration link is now labeled Visitor Registration link, so the two entry points are impossible to confuse.
• An adaptive "Add member" button. In Exhibitor Center → Team Members, the button now changes its behavior based on the exhibitor's permission and the registration method available to them.

How it works (for organizers)

1. Go to Studio → Registration → Registration Settings.
2. Select External Registration.
3. Fill in the new Exhibitor member registration link — this is the external page exhibitors will send their team to.
4. Note that your attendee link now reads Visitor Registration link.
5. Save. The value applies event-wide (one link per event), and it's kept even if you later switch External Registration off.

Admins, community managers, and event managers can all edit and save the link.

What the button does now (for exhibitors)

The "Add member" button reads the situation and adapts:

• Add from your attendees — if your booth is allowed to add registered members, clicking opens a modal to search the event's attendee list and add someone directly.
• Share your in-app registration link — if the event uses in-app registration and your booth can register members, the modal shows your booth's unique registration link, ready to copy or open in a new tab.
• Share the external link — if the event uses External Registration and an organizer has set the exhibitor link, the modal surfaces that link to copy or open.
• Mix and match — when you can both add attendees and have a link available, the modal does both in one place: search-and-add on top, link to share underneath.

Your event app was never the only place people look for answers: some guests never install it, some just want a quick check before they commit to downloading anything. Until now, Sherlock couldn't follow them there. That gap closes today: enable guest mode, grab an embed snippet from Studio, and Sherlock shows up wherever you already have a website.

What's New

• One toggle, one snippet: turn on Guest mode for Sherlock in Studio and an embed code section appears, giving you a copyable snippet scoped to your event.
• Guest-scoped answers: Sherlock only draws on content you've explicitly marked "available for guests" in Studio. Nothing else leaks through.
• White-label aware: "Powered by Swapcard" shows on standard events and disappears automatically if your event is white-labeled.
• Fresh start, every time: no conversation history carries over between visits, so every session starts clean.

How It Works

1. Open the AI Agent page in Studio with Sherlock enabled.
2. Turn on Guest mode: the embed code section unlocks.
3. Copy the snippet; it's already scoped to your event.
4. Paste it into your website.
5. Mark the content you want Sherlock to use as available for guests in Studio, so it has something to answer with.

Key Behaviors & Options

• Scoped content only: even with the widget live, Sherlock will only ever surface guest-accessible content; anything not marked for guests stays out of the conversation entirely.
• Feedback built in: the same suggestions, app-support answers, chat, and thumbs up / thumbs down controls guests get in the app carry over to the embedded widget.
• No content marked yet? No problem, sort of: the embed still generates and works technically, but Sherlock won't have anything to answer with until you flag content as guest-available.

Why Organizers Will Love It

Your website is real estate you already own and control, and now it can answer attendee questions before they've even considered the app. It's a lower-friction first touchpoint for prospects browsing pre-event, and a safety net for onsite guests who'd rather not install anything. Same AI agent, same guardrails on what it can share, just meeting people where they already are.

💡 Pro tip: Mark your guest-accessible content in Studio before you flip on Guest mode, an embedded Sherlock with nothing to say is a rough first impression.

💡 Pro tip: This is a great addition to a pre-event landing page, let prospects get quick answers about the event without the "download our app first" wall.

We've introduced configurable service fee handling, giving organizers more flexibility in how service fees are applied to ticket purchases.

Organizers can now choose, on a per-ticket basis, whether to:

• Absorb Fee (default): The service fee is included in the ticket price and paid by the organizer.
• Pass on to Registrant: The service fee is added to the ticket price at checkout and paid separately by the registrant.

When the Pass on to Registrant option is selected:

• The checkout order summary displays the ticket price, tax (if applicable), and service fee as separate line items.
• Organizers can choose whether refunds include the service fee or retain it, by processing a full or a partial refund (where the service fee can be calculated and retained).
• Service fee details are reflected throughout Studio, transactions, and invoices for greater transparency.

Note: The default behavior remains unchanged. Existing tickets continue to absorb the service fee unless updated, and any changes apply only to future purchases.

Attendees have always used the News Feed to thank a speaker, call out a great conversation, or tag the people they met at the booth. The problem: the person being talked about had no idea. Their name sat in plain text, buried in the feed, with nothing pointing them to it. Mentions fix that. Type "@", pick the person, publish, and they get a notification that takes them right to the conversation.

How it works

1. Write a post or a comment. On the web event app, open Write a post in the News Feed, or reply to an existing post.
2. Type "@" and start typing a name. A dropdown of matching event participants appears, each with their name and job title, and narrows as you type.
3. Pick the person. Their name drops into your text as a highlighted mention.
4. Publish. The mentioned participant receives a notification in the event app.
5. They open it, and they're there. The notification takes them straight to the post, so they can react, reply, or reach out.

Key behaviors

• People only. Mentions point to event participants: attendees, speakers, exhibitor team members, anyone with a profile in the event.
• Posts and comments. Mention someone when you start a conversation or when you jump into one.
• Mentions are clickable. Anyone reading can click a mention to open that person's profile, a one-click path from "who's that?" to a connection request.
• One post, one notification. Mention the same person three times and they still get exactly one notification. Enthusiasm, not spam.
• No self-pings. Mention yourself and nothing fires.
• No match, no mention. Type "@" followed by text that doesn't match any participant and it simply stays plain text. No broken tags, no errors.
• On by default, nothing to configure. Mentions are live on every event's News Feed. There's no setting to switch on, or off.

Why organizers will love it

A News Feed only feels alive when people talk to each other, not just at the room. Mentions turn one-way posts into conversations with a clear recipient: the speaker actually sees the thank-you, the contact actually sees the follow-up, and the mentioned person has a reason to come back into the feed and reply. That's more audience engagement on the posts you already have, plus a built-in bridge from the feed to profiles, and from profiles to networking.

💡 Pro tip: Get the ball rolling yourself. Publish a welcome post on day one that mentions your keynote speakers or session hosts. Each of them gets notified, most will jump in to reply, and attendees see what a mention looks like before they try their first one.