Sweap set up for admins
Account setting
Administrator's guide to setting up your account
General account settings
The event tags - creation and usage
Create guest fields for your account
Adding deletion rules to automatically delete guest data
Set up templates
User roles and permissions
Default user roles in Sweap
Access rights and configuration of standard user roles
User permissions and their functions in Sweap
Setting up new users
Roles and permissions
Visibility groups
API and publishing package function
Implementing the event overview page within your website
Implementing the event overview page in an IHK24 website
Import of distributors with EVA
Import groups and committees from EVA master data
Sweap app and devices for check-in
Set up domain and e-mail address
Getting started with Sweap - Basics
Event overview and dashboard
The calendar view for your events
Basic structure of the event overview
The action field and its functions
The event dashboard - overview
Basic functions
Create a new event
Duplicate event and use as template
The preview mode for creating e-mails or webpages
Using the correct image sizes
Create text with the HTML-Editor
Customize headlines and text with HTML
Legal notice and privacy policy
Support and data protection at Sweap
Personal settings
Search and filter functions
The search function in Sweap
Using the filter function in Sweap
Timely filtering of acceptances and declines
Trainings, online webinars and updates
Create and manage contacts and guests
Create and manage contacts
Add companions
Manage attributes for guests and divisions
Create and import guest information
Add guests to your list
The guest import with Excel
Edit guest information and change the status manually
The guest source: an indicator of success for your communication
Postal mail invitation and QR code
Setting up and sending e-mails
Individual salutation
The guest salutation
Create guest salutation with our salutation assistent
Use your own salutation form in your e-mails
E-mail builder
The email types and their use
The different types of email templates
The Email template LA LUNA
E-mail builder: creating e-mails
Call to Action Button withinin emails
Create mails more efficient with using the duplicating function
Insert links for virtual events into e-mails
Insert stock photos into emails
Send a test e-mail
Troubleshooting for E-Mails
Opt in states and bounces
Reduce spam probability of e-mails
Display images correctly in my email
Delivery notification and bounces in the e-mail log
Basics for the successful delivery of e-mails
Tracking email opening rates
Important information about blocked e-mail addresses - status "mailjet: preblocked
Sending out e-mails
Registration pages & Virtual event platform pages
Virtual Event Platform
Registration page
Creating websites with the website builder
Templates for your webpage
Contents and modules of a website
Texts, colours and design for the registration page
Registration settings and automatically closed registration
Embed your own font in Sweap
CSS & Java Scripts for website customisation
Header and footer within a website
Publish events on your own website
Setting up the registration form
Configuration of a registration form
Show and hide form fields
Enter accompanying persons (registration form)
Integrations and modules for the Virtual Event Platform
Operate and monitor events with Sweap
Table of Contents
- All Categories
- Create and manage contacts and guests
- Create and manage contacts
- Use contacts for your events
Use contacts for your events
Updated
by Ingo
Use the Contacts function to access your guest records quickly, easily, recurrently and across events.
If you have created contacts manually, imported them or added them to your contact database from an existing guest record, you can easily import them into the guest list of your respective event.
Import contacts to your guest list
In our example video, we want to add 4 contacts from the "Berlin" list to our Demo Event, so that we can invite them afterwards.
To do this, we click on Import guests and select "Import from contacts" as the source. Next, we can assign the already existing field information (here: title, salutation and own letter salutation) and in the further course, add a not yet existing field information (here: company), if necessary, to this event.
To learn how to add tags and lists manually to contacts, click here.