To turn on the scanner, simply press either black button found on the sides of the scanner. Once the scanner is on, the laser will flash once. Do not at any time point the laser toward your eyes.
To charge the scanner, plug a micro USB into the port on the right side of the device (facing the front). When plugged in correctly you should see blue lights flashing on the back, meaning the scanner is charging. You can tell when the scanner is fully charged once you see three green lights illuminated on the back of the scanner.
Green Lights - Indicates how charged the scanner is. Range from one to three, three being fully charged.
Red Light - Indicates the scanner is out of charge and needs to be recharged.
Blue Lights - Indicates the scanner is charging when plugged in.
The scanner has two ports located on the right side: a micro USB port used for charging the scanner and a USB port usable as a power bank if needed.
The laser is found at the front of the scanner. Point the laser toward a barcode to scan it. Never point the laser toward your eyes.
This feature allows you to configure the scanner to scan different types of barcodes of your choice.
Charging ports for the phone are located at the bottom. While charging, there will be a red light in the upper right corner of the phone. Once the phone is fully charged, this light will turn green.
A paper blocker is placed between the battery and phone power terminals to prevent the phone from accidentally powering on during shipping. The paper blocker can sometimes be torn when trying to be removed. Leaving the terminals blocked. Follow the steps below to check the terminals on the phone.
1. Remove the Phone From the Case
2. Take the back off of the phone
3. Remove the battery
4. Wipe the connector pins with your finger to remove any residue that my be stuck to them
5. Place back the battery and phone backing
6. If the phone still does not charge, try another phone charger
Use the following guide to enable the Wi-Fi antena on a Swiftium configured phone.
International SIM cards might need a cellular network manually selected. This might have been done automatically by the phone depending on the cellular carrier and country. Refer to the guide to manually select a cellular network.
Some Wi-Fi networks require additional steps to obtain internet access. Use the following guide to locate the internet browser on a Swiftium configured phone.
If you are seeing a flashing red banner at the bottom of the screen, this means that the device does not have a file containing the device ID. Notice at the
bottom of the screen, the device says "ID: Pending". To resolve this issue follow the following steps:
1. Press and hold the red banner at the bottom of the screen.
2. Enter the ID of the device into the pop-up window. - The device's ID is simply the number below the barcode on the phone.
3. Press Submit
4. The device will no longer have the flashing banner and will have an ID number at the bottom of the screen.
To do so simply press the lock icon in the bottom right repeatedly until the device tells you that the session selection box has been unlocked. To re-lock the screen, it is the same process.
1. Go to the App Store
2. Search for SwiftLeads
3. Download the SwiftLeads App
This feature can be accessed through Swiftium.co on your mobile device by selecting Event Overview Mobile App from the dropdown menu.
The Event Overview app is a convenient way for event staff to monitor session tracking onsite by displaying check-ins and participation stats for the event.
This app features a Checked in/Registered bar as well as a chart displaying the current ratio of checked in session stats.
The free Swiftium Onsite Inventory is a web based inventory management software that streamlines the onsite process by striving to remove human error from inventory management as much as possible. Keep track of customer purchases, contact information and onsite rented equipment. Highly customizable product list, email, SMS, reports and receipts. Integrated with Tropo SMS and MapYourShow.
Create custom fields that can be used to record information about customers. Fields are defined on a per Event basis. Optionally, a set of default custom fields can be defined. This set of fields will automatically be added to newly created Events. This will save time for the fields that are applied to all Events. There is no limit on the number of custom fields an Event can have.
A set of custom email templates can be created that can be used to send emails to customers on demand. The templates are HTML based allow for a highly customized email message. Templates can be created on an Event level or an Account Level. Account level templates can be copied to the Event level. This allows for adjustments to the templates for a specific Event without effecting the Account level template. Events that do not define any email templates will automatically inherit the Account level templates. This inheritance is by reference; meaning changes to an Account templates will have the same changes to Events that are inheriting the template.
The onsite inventory has the option to print a receipt for a customer profile. This receipt could contain information to access leads or other forms of instructions.
Products are a simple mechanism that houses the quantity a customer is supposed to receive. These product quantities can be altered at anytime from anywhere due to the inventory system being available on all internet enabled devices. Currently, products are only used for reference for onsite staff.
Create an unlimited number of accounts for members of your company; giving them access to onsite inventory events you assign to their account.
This could be due to the fact that the username is indeed already taken. The username is premade, however does not check if the username has already been used in the system. If you run into this issue, simply put a "1,2,3,..." at the end of the username until it allows you to create your credentials.
1. Import/Create all exhibitors in the inventory.
1.1 An email must be provided for each exhibitor in order for a license to be created.
2. Navigate to the management page of the inventory.
3. Scroll to the Create all Exhibitors a SwiftLeads License section.
4. Press the button Create Licenses.
5. A license will be created for all exhibitors that met the requirements.
6. The licenses are created with 1 use.
7. Products have been designated allow for particular license properties to be automatically configured when importing exhibitors. Optionally, specify these products in the inventory setup.
7.1 “Licenses” => # of License Activations
7.2 “Qualifiers” => Allow exhibitor to configure qualifiers
7.3 “Email Blast” => Allow exhibitor to configure email blast
Having this product defined in the event allows for an easier event setup. The products are optional and all aspects of the license can be manually configured.
To set up this feature, you must follow the same steps as enabling a timestamp on scan with one change. You must duplicate your session list and make one copy of the session say IN and the other say OUT. For example: Dinner Banquet - IN, Dinner Banquet - OUT.
The only field that is absolutely required within the barcode is the eTocuhes confirmation number.
1. Navigate to the reporting portal for your show.
2. Click on the Leads tab at the top of the screen.
3. Right click the lead you would like to delete.
4. Click Delete.
If you log into the reporting portal and are not seeing your leads, there may be an issue regarding device association within the onsite inventory. To make sure this has been set up correctly, please view the attached PDF and scroll to the Credendial Device Management section.
Scans Before Session Start --> If the attendee was scanned before the session start time then the session start time will be used as the attendee scan. Rather than the actual scan time. As this would give an unfair advantage to attendees who arrived before the session started.
Scans After Session End --> If the attendee was scanned out after the session end time then the session end time will be used in place of the attendees scan out time.
Duplicate Scan Handling --> Duplicates scans of an attendee will be deduped by removing scan times that take place within in a minute of each other.
Credits For Attending Session --> In the case where attendees are only scanned into a session, the time spent will be calculated based on when the attendee was scanned in and when the session ends.
Formula: ( Session_End_Time - Attendee_CheckIn_Time )
In/Out Scan Handling --> In the case where attendees are scanned in then out of a session, the time spent will be calculated based on groups of two scans (Figure 1). If an attendee never got scanned out then the missing scan will be subsituted with the session end time (Figure 2).
Credits For Time Spent In Session --> If an attendee checked into a session then left without getting checked out and attended a second session while the first session was still in progress. Instead of subsituting the missing out scan with the first session end time. The missing out scan will be subsituted with the time the attendee checked in to the second session (Figure 3).
Parameter: Access Control Session Suggestion
1. Log into the Swiftium Reporting Portal.
2. Select an event from the drop down.
3. Click the Mange Show Configuration link.
4. Navigate to the SwiftLeads License link; located under the Device Config menu.
5. Licenses may be created one at a time or by using the Bulk Create Licenses menu.
6. It is required that an email template to be configured or an account default template configured. This email template defines the look and feel of the email the exhibitor receives.
7. The email template only needs to be defined once per account. Clicking the Save As Account Default Template will save the template for later use with other events.
8. The email template may be different for every event.
9. Once an email template has been configured, navigate to the Application Licenses Tab. Select exhibitors to send an email to by checking the right most check box.
10. After one or more exhibitors have been selected. Press the Send Email button.
Please refer to section 4 of the attached document.
Exhibitors Allowed To Configure A Custom Template --> Exhibitors may create a custom email template for their license if the allow custom email template option is enabled in their setup file package.
Show Management Creates A Default Template For All Exhibitors --> The default show license's email template can be used for all licenses that specify the override with the deault template option in their setup file package.
Email Template PlaceHolder Tags --> Optionally, any of the below placeholders can be usedthroughout the Subject and body of the email template.
- [FNAME] - Attendee's First Name
- [LNAME] - Attendee's Last Name
- [EXHIBITOR] - The Exhibitors name that captured the lead. This name might not be available unless the device set the company/booth manually or the onsite inventory pushed the name to the Swiftium server.
- [COLLATERAL] - A list of requested collateral in the form of web links.
Setting Up the Integration:
1. Log into the Swiftium Web Portal.
2. Select Event and click the manage show configuration.
3. Under Setup File Menu, choose Integrations
4. Enter MYS API credentials
5. Press Save
Setting up the Onsite Inventory:
1. Enter the OSI Management Portal from the Swiftium Web Portal
2. Select the inventory show
3. Check the Enable Map Your Show API
4. Press Save
5. Navigate to the onsite inventory
6. Select the inventory show
7. Enter the onsite management page
8. Locate the Map Your Show Exhibitor Import panel
9. Enter MYS API credentials and Press Import
10. Create a custom credential for the exhibitor and associate checked out devices.
11. Exhibitor will now be able to access leads portal from a MYS GUID encoded URL.
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1. Log in to “Event Setup”
2. From the orange menu on the right of the screen, select “Create/Edit Setup File”
3. Tick “Create” and enter the setup file name you wish to use. We recommend using the same name for the setup file that you used for the event.
4. ***NRT Enabled Event Only: Indicate whether the NRT show data is offline or online. Online means that the scanner will go to the server to get full information on each attendee as they are scanned, and all the information will appear on the screen. Offline means that the device won’t go to the server for full data as users scan badges. Only the information encoded in the badge barcode will be visible on the screen. The full data will only be downloaded later when the user logs into the server.
5. Select your Field Delimiter.
6. Select any Discard Codes. (These characters will be removed from any captured data. Common discard codes are null(0x00), start(0x02) and end(0x03) characters.)
7. Set the automatic timers to determine when the scanner will automatically power off due to inactivity so as to preserve battery power. (The recommended timeout is 1-2 hours.)
8. Select tracking type.
9. Select record properties--click “Print on demand” to enable your customers to print out their leads. (The app must be coupled with a Swiftium bluetooth printer.)
10. Press the “Next” button at the top of the page.
11. On the next page you will create the Badge Field Layout. You can select generic fields by highlighting them and clicking “Add to Field Sequence.” The fields will appear in the Field Sequence box on the right.
12. Under custom fields you can create personalized fields in the text box. Click “Add” to add each custom field to the lower custom field box. When you have created all your custom fields, click “Add to Field Sequence.” These fields will now appear in the Field Sequence box on the right.
13. When you have added fields to the Field Sequence box you can highlight two or more fields and click “Concatenate” to combine these fields onto one line.
14. Now, highlight fields and click “Download Sequence” to determine the information that the exhibitor will download from the web portal.
15. Highlight fields and click “Screen Sequence” to determine the information that will appear on the device screen when a badge is scanned.
16. Highlight fields and click “Web Sequence” to determine the information that the will be displayed in the web portal.
17. Select the order that information should be encoded in the barcode by using the “Up,” “Down,” and “Delete” buttons to edit the order of the fields.
18. Press the “Next” button at the top of the screen.
19. On the next screen you will save your file by clicking “Save” or “Save As” to save an existing setup file as another name.
Capture and follow-up on leads generated at an event.
Tracks the attendance of sessions. Generates a list of attendees that have attended sessions at an event.
* This is a child feature of Session Attendance Tracking. Thus inheriting all of its features.
Uses a unique access token bound to attendees to dictate whether access should be granted or denied to particular sessions for that attendee.
Access Control Modes:
0-Z
Hexadecimal
Indexed
Binary
Ask a Swiftium representative about access control token generation. The Swiftium system supports 4 different token types.
* This is a child feature of Session Attendance Tracking. Thus inheriting all of its features.
Prevents a barcode from being scanned multiple times into the same session. When a barcode is scanned for the first time by a device, it creates an entry on the server. The next time the same barcode is scanned, the device will check the server to see if the barcode has been scanned. If it has been, the device will light up saying that the barcode has been previously scanned.
When testing with this feature is important to note that you must delete your device scans as well as server scans to ensure that barcodes will not be marked as already tagged at your event due to the test scans.
In the setup file creator this feature will be labeled as follows: [Already Tagged] Note this feature can be applied to both Session Tracking and Access Control setup file types.
* This is a child feature of Session Attendance Tracking. Thus inheriting all of its features.
This feature combines the uses of access control as well as already tagged. This means an attendee must be granted access to a session or event and will only be allowed access one time before they are marked as already tagged.
* This is a child feature of Session Attendance Tracking. Thus inheriting all of its features.
Ticketing mode utilizes the access control and already tagged features to determine which sessions a ticket is granted to through the use of a ticket allowance.There are two types of ticketing modes Swiftium offers. The first is Event Ticket Mode and the other is Session Ticket Mode. Both modes are similar in many ways. The only difference is when the ticket usage is reset by the system.
Event Ticket Mode
A ticket will be allowed access to n number of sessions, but may only access each session one time. Any further attempts within the same session will be declined.
For example: There is an event that runs for 3 days (each day represents a session). If an attendee purchases a ticket valid for the first 2 days, they will be granted to those days; however, they can only be granted once each day. The third day, the attendee will be declined.
Session Ticket Mode
Each ticket may be granted access to a session n number of times. A ticket's allowance is not effected by other session scans.
For example: There is an event that runs for 3 days (each day represents a session). If an attendee purchases a ticket that has an allowance of 2, they are allowed access twice to each session they are registered for (registration utilizes access control).
Notes
The ticket allowance is housed in the zip code generic field located in the setup file creator.
The setup file Session Attendance Tracking Type must be Access Control: Hexadecimal [Already Tagged]
The desired ticket mode must be choosen by enabling it in the device parameters as it is an option for the device and not the setup file configuration.
[R] - Registration Data Sync
Newly created/modified registrants will automatically be synced with the Swiftium system, allowing the Swiftium portal report to have the most up to date registration information.
[A] - Session Access Control By Session Registration
Generate a Swiftium Access Control Token for each registrant based on their session selections. The access control token is saved in the Swiftium database for later use with the SwiftLeads App.
[T] - Session Access Control By Registration Type
Generate a Swiftium Access Control Token for each registrant based on their registration type. The access control token is saved in the Swiftium database for later use with the SwiftLeads App.
[S] - Session Check-In
When registrants are scanned into a session, their status is set as Attended.
[E] - Event Check-In
When an attendee is scanned, the system will automatically mark their status as Attended, allowing reports of which attendees were present at the event to be run in the API host's portal.
[L] - Lead Forwarding
Forward all scans captured with the Swiftium system to the API host's platform
Didn't find the integration you were looking for? Contact us! We integrate at no charge.
Yes you can! To do so, simply create a new setup file and scan it into the device you would like to change. All of the actions done by a device prior to changing it will be safe and secure on the server. If you would like to change the device back to its original task, simply scan in the old setup file.
See SwiftLeads document on how to set up a show here.
Step 1: Create a simple html page with the code below.
Step 2: Download a jquery library or use your own
Step 3: Replace [PARTNER_CODE] in the iFrame src property with your designated partner code. Discard the brackets. (Partner code is an optional parameter and can be removed)
Step 4: Replace [Portal_Name] with the title of the web page.
Step 5: Change the page icon from the default
The default show license allows show management to configure default qualifiers/email blast to be automatically setup when the license is used for setup.
The default license is the equivalent to the legacy style setup barcodes. The major difference between the two is the license will setup qualifiers/email blast at the time of setup. Whereas the legacy setup barcode required three separate setup barcodes to achieve the same result.
1. The exhibitor will have the option to either enter their email that has a license associated with it or use the phone camera to scan the license activation code.
2. The license activation code can be found in the email that was sent to them when the license was configured by a Swiftium manager account.
1. Scan the 8-character license activation code. This may be an exhibitor or show default license activation code.
2. Upon setup qualifiers and/or email blast that have been configured will automatically setup.
1. A link will be made available to the exhibitor that will allow customization of their qualifiers and e-literature.
2. E-literature can be associated with qualifier answers in the form of a URL or a file.
3. Upon qualifying an attendee with answers that have e-literature associated; an email will automatically be sent to the attendee. This email will contain links to the URL or file that was associated with the answers.
4. The email may be customized to the exhibitors liking through the qualifier configuration tool.
5. Exhibitors have the ability to track which attendees opened e-literature through their reporting portal.