Sweap set up for admins
Account setting
Administrator's guide to setting up your account
General account settings
Enable AI Feature
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
Permission sets - Default user roles in Sweap
Permissions and configuration of default permission sets
User permissions and their functions in Sweap
Setting up new users
Roles and permissions
Visibility groups
Event-Ticketing - e-payment with Sweap
API and publishing package function
Implementing the event overview page within your website
Implementing the event overview page in an IHK24 website
Use Sweap's Zapier integration
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
Basic structure of the event overview
The action field and its functions
The calendar view for your events
The event dashboard - overview
Event Sustainability Widget
Basic functions
Event formats in Sweap
What are event series?
Single event creation with Sweap
Create event series in Sweap
Create sessions for your event series
Using time zones in Sweap
Duplicate an event to use it as a template
The preview mode for creating e-mails or webpages
Using the correct image sizes
Create text with the HTML-Editor
AI feature in use in HTML editor
Use placeholders in Sweap
Customize headlines and text with HTML
Linking emails and websites in Sweap
Legal notice and privacy policy
Guest-Links and Token: Efficient Event Communication
Support and data protection at Sweap
GDPR-compliant consent management and cookie banners
Data tracking with Sweap
Privacy policy and GDPR
Questions about security & data protection
Sweap AI - Questions about security & data protection
Increasing security - introduction of Keycloak
Session limits - session limitation
Send your feedback about Sweap
Personal settings
Search and filter functions
The search function in Sweap
Using the filter function in Sweap
Last Update and Last Reply of your guests
Best practice, online webinars and updates
Create and manage contacts and guests
Create, import and export guest information
Add guests to your list
The guest import with Excel
Edit guest information and change the status manually
Export your guestlist
Create and manage contacts
Add companions
Manage attributes for guests and divisions
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
Configure emails - set up an invitation email
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
Testing Emails in the Editor: Here's how it works
Font types in emails
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
Registration page basics
Registration page - using the Website Builder
Settings to close the registration page
Registration options settings within the Website Builder
Metadata and SEO for registration pages
Registration page - using the websitze wizard
Templates for your webpage
Contents and modules of a registration page
Texts, colours and design for the registration page
Settings to close the registration page - Website Wizard
Registration options settings within the Website Wizard
Embed your own font in Sweap
CSS & Java Scripts for website customisation
Header and footer within a website
Publish events on your own website
Font types in websites
Setting up the registration form
Configuration of a registration form
Add a checkbox with URL to the registration form
Show and hide form fields
Enter accompanying persons (registration form)
Virtual Event Platform
Integrations and modules for the Virtual Event Platform
Operate and monitor events with Sweap
Table of Contents
- All Categories
- Getting started with Sweap - Basics
- Event overview and dashboard
- The action field and its functions
The action field and its functions
Updated
by Julia Walther
Using the action field, you can quickly and easily perform the most important actions in Sweap for one or more selected guests or even for entire events.
The action box within an event
Within a specific event, you mark guests by placing a check mark in front of their first name. All selected persons are highlighted in green.
Now you can open the action field and select the desired action:
You are offered the following actions within a business event:
- Export guest data
- Delete guests
- Edit guests
- Open the email sending wizard
- Generate invitation codes and/or ticket codes
- Printing labels (BETA)
- Export guests into contacts
Edit guest information and change the status manually
Check-in via batch function (multiple selection)
The action field is not only available within an event, but also in your CMS start page with an overview of all your events. Here you can:
- Delete events
- Duplicate events
- Edit Visibility Groups
- Download statistics
- Archive events
The procedure for marking or similar is identical to the procedure for the action field within a business event.
