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User’s Guide
General guide
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ACCESS THE APP�LOGIN
How to login for the first time?
You will receive an email similar to these ones with a button redirecting you to a login page. Your account is automatically created by the platform after you have registered. A window will then prompt you to create a password for your account:
Note: If you don’t see this email in your mailbox, please check your spam folder. Most of our emails are sent from noreply@swapcard.com
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How to login when I have an account?
Access your account on app.swapcard.com
Note: If you have forgotten your password, click “Send me a magic link” after entering your email.�You’ll receive an email to reset your password (valid for 1 hour).
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Enter the email you used to register from your event and your password. Click the green arrow to connect.
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PHYSICAL EVENT�QR CODE / SCAN BADGE
App / Badge Scanning
To scan a badge, click the scan icon on the �home screen of your event.��By scanning the QR code of an attendee’s badge, you automatically add it to your contacts. This allows you to chat, share contact details and add tags and scoring to your contact. Your contact details are also shared to the other person.��You can display your electronic badge to be scanned by clicking the My Badge button at the menu of the app.
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AVAILABLE FEATURES�CONTENT
There are two ways of �accessing your profile:
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From the drop-down on the upper-right corner of your �screen, click “My profile”��
On the left side of your screen �next to your photo, click “Edit”
You’ll be redirected to your profile where you can edit your information.
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How to edit your profile (1/2)
How to edit your profile (2/2)
To edit your profile, click “Edit” or “Add” next to �the information section you want to edit.�
Here is the information you can edit:
How the schedule works
The schedule/agenda button gives you an overview of the event sessions. You can register for sessions by clicking on this bookmarking icon.
You can find sessions by using the search bar and filters located on the left side of the screen.
The tab “My Event” allows you to see your own schedule. Here you can find the sessions, sponsors and partners you bookmarked, your confirmed meetings and more. ��You can export your schedule by clicking�“Export to my calendar” or “Download PDF.”
How to access an ongoing live session
There are several ways to access�an ongoing live session.
From Event Home, click the “Live session” button. If there is a live session, the live button should also be present as a tab on the top navigation bar.
You will get redirected to the ongoing session, �or the following one if nothing is �happening at that time.
You can also access it from the “Event schedule” or “My Event” tab. Click on the ongoing session �to reach the session page.
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How to access a streaming session
Less than 24 hours before a live stream session a countdown will show on the session page
As soon as the session begins, the video will be displayed at the top of the session page and will start automatically. You can refresh the page if it does not. ��You will then be able to watch the video, in full screen mode if you wish, or continue to browse the app �while watching the session in a pop-out window.
How to interact during a session
With “Live discussion,” you can chat with other attendees, ask questions to the speakers, and answer polls created by the organizers or speakers. ��You can react and answer to other people’s messages, or delete your message by clicking �on the three dots next to it.��Questions will be sorted by upvotes where the most liked questions will rise to the top. ��The live discussion should be open when sessions are ongoing. If you do not see it, click on the bubble on the bottom right to open it.
How do roundtable work (1/2)
If the event includes roundtables, the event organizer will make a number of seats available for each roundtable before it begins. To guarantee your seat, you first will have to register for a session. To do so, �you can go to the event's agenda and search for the roundtable session. On the session's page, you will find:
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The number of seats available
The button to Register for the session
Once the session is available, you will be able �to join the Roundtable from the session's page �simply by clicking on the Join button.
A countdown indicating the amount of time left before the session starts
How do roundtable work (2/2)
Once you join the room, you will be prompted to allow Swapcard to access your camera and microphone.�By default, you will join with your camera and microphone OFF.
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During a roundtable, click this icon to ask the moderator to come on stage.
You will then see the below options:
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How to watch session on-demand?
You can access the recordings of past sessions at each session’s page. There may be other types of on-demand contents.
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AVAILABLE FEATURES�NETWORKING
Networking
From the home page or the top navigation bar �you can access the Speaker and Attendee lists.
Here you can search and find people to connect with. You can chat, have video calls, and book meetings. You can meet virtually or face-to-face depending on how the event is organized.
If you see time slots appearing on people's profiles, it means that the organizer has made it possible for you to book meetings with them. Slots disappear once booked. ��You can manage your availability for meetings by going to the My meetings tab in My Event. Making yourself unavailable all day or at specific times will remove meeting slots. �
How to send a connection request
To send a connection request, go to their profile (via the �list of participants, speakers or a company profile) �and click the Send connection request button.
Tip: Add a note to your connection request to introduce yourself and explain the reason for your request.
You will be able to find a full list of your connections in �“My Event” under “My Networking”.��
Note: Accepting a meeting will automatically make the person who requested the meeting �one of your connections with access to your complete profile.
How to request a meeting
Access a person's profile (i.e.: from the Attendees button)��Click on one of the suggested meeting slots. �For more slots click “see more slots”
After selecting a slot and choosing a location for the meeting, �write a note to the person you would like to meet. ��Once done, click “Send meeting request”
Note: If you plan to meet virtually, select Online or �Virtual Meeting when choosing the location.
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How to have a virtual meeting?
5 minutes before a virtual meeting and 15 minutes before a face-to-face meeting you will receive a reminder email �from which you can click to access the meeting. ��If you are already on the platform you can start the meeting by going to the profile of the person you have a meeting with, and click the “Meeting call” button. ��This will launch the video call. This button is only available �if the meeting is confirmed.
Note: You can also access a meeting �directly from the meeting notification.
Troubleshooting
Reload the page�Clear caches/cookies
Switch Browser (Chrome/Firefox)
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Try Incognito/Private Window
Disconnect VPN, if connected
Disable firewall
Make sure to have the latest version of your Browser
Please verify the privacy setting of both the Browser (Chrome/Firefox/Safari) and the computer (Mac/PC)
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If you have any problem, try the following:
Thank you for taking the �time to read this presentation.�
If needed, you can fill out this quick form �and our support team will get in touch: �https://help-attendees.swapcard.com�
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