Integrate FAQs

26-November-19 | app version 4.10.3

Our latest app is now available from App Store or Google Play.

For App Users

New

Introduction of sounds and vibrations to enhance the in-app experience of badge scanning and provide tactile feedback to users.

Enhancement

Improvements to the header display of records waiting for business card transcription data or badge data to become available.

Improvements to the appearance of the Rating field to complement form colour schemes, plus minimum and maximum point labels are now displayed in the form field.

Speak with your Onboarding Manager or Customer Success Manager if you have any questions. For help, please contact our Support Team, [email protected].

15-October-19 | app version 4.10.2 & dashboard

Our latest app is now available from App Store or Google Play and the dashboard update is now live!

For App Users

New

Overcome tricky tradeshow lighting conditions by using your device's built-in flashlight to scan business cards and badges with ease.

Enhancement

In the Settings screen, the logout button has been made more accessible and clear as the primary action (replacing the 'lock app' functionality).

Bugs fixed

Fixed anissue that had caused transcribed business card records to continually display the "Waiting for transcription..." status.

Corrected the behaviour of the minimum and maximum points associated with a DateTime field.

For Dashboard Users

Enhancement

Generate a key for the current API version in the dashboard (the legacy API is no longer supported, read more: Using the Akkroo API )

Bugs fixed

The priority rules on the integration settings page, used for forms with a business card scan,are now being respected.

Speak with your Onboarding Manager or Customer Success Manager if you have any question. For help, please contact our Support Team, [email protected].

18-September-19 | dashboard

We've updated our behind-the-scenes systems and dashboard - ready to use straight away!

For App & Dashboard Users

New

Implemented some time-saving measures to our business card transcription process, meaning you should receive your transcribed data faster than ever before!

For Dashboard Users

Enhancement

View who created and edited individual leadversions in theActivity section of arecord;an enhancement to the feature that was launched in our last release.

If you have any questions, please speak with your Onboarding Manager or Customer Success Manager. For help, please contact our Support Team, [email protected].

5-September-19 | app version 4.10.0 & dashboard

Our latest app is now available from App Store or Google Play and the dashboard update is now live!

For App Users

New

Validation has been added to badge scanning so that when app users are presented with badges containing multiple codes, they can quickly identify which is the correct one to scan.

Enhancement

iOS app userscan now close the form bytapping anywhere on the form, making it easier to scroll through formquestions.

Bugs fixed

Some minor user experience fixes

For Dashboard Users

New

Information about who created or edited a lead record is now displayed in the dropdown when switching between versions, enabling you to attribute changes to a specific user.

Enhancement

Re-organised some of the fields in the Form Builder

Removed 'Twitter', 'Gender', 'Date of Birth', 'Booking' and 'Question group' fields from the Form Builder

Renamed two columns in the Custom Export to avoid confusion: 'Is Check-In' is now'Pre-registered' and'Checked-In' is now'Checked in?'

Updated the US support telephone number and link to guides in the Success Hub

Bugs fixed

Some minor user experience fixes

If you have any questions, please speak with your Onboarding Manager or Customer Success Manager. For help, please contact our Support Team, [email protected].

15-August-19 | app version 4.9.0 & dashboard

An exciting new release as we're happy to announce that our app now supports NFC badge scanning! Download our latest app from App Store or Google Play (or enjoy straight away if your devices have automatically updated).

For App Users

New

Scan NFC badges with the mobile app!App users with compatible smartphones* can quickly obtain badge data witha swift, contactless tap - it'sthe fastest method of data capture yet. For more detailed information, check out the new article, Scan NFC event badges with your Akkroo app.

*Smartphone compatibility: iPhone 7 onwards. Android devices vary, check specific devices at Unitag.io here.

Enhancement

Added a new set of discreet confirmation banners (to replace the full confirmation screen that was displayed after submitting a new lead)

Any questions? Reach out to your Onboarding Manager or Customer Success Manager. For help, please contact our Support Team, [email protected].

23-July-19 | app version 4.8.1, dashboard & API

The big news this week is our new API is now available - if you're an existing API user, this starts the 2-month transition period when you'll need to switch over. For more information, please see ourHelp Centre article, Our new API is now available where you'll find everything you need to get started.

In addition to the new API, we've also released some updates to the dashboard, you simply need to login to benefit from these.

Plus - a new version of the app (4.8.1) is now available in App Store or Google Play.

For App Users

Bugs fixed

Improved the keyboard behaviour so that when an app user enters text into a field, the keyboard no longer obstructs the view

Restored the auto-capitalisation in certain text fields

Corrected the colour of any 'additional instructions' text that might be displayed in an event form

For Dashboard Users

Bugs fixed

Corrections to the data format for date of birth fields, enabling successful webhooks

Corrected the dashboard page redirection for customers with 2FA enabled on their account, which had prevented visibility of signature field images

Fixed an issue affecting mapping 'Company Name' fields to HubSpot

Contact your Customer Success Manager or our friendly Support Team, [email protected] if you have any questions.

12-July-19 | dashboard update

A quick update to the dashboard to correct a number of small bugs:

For Dashboard Users

Bugs fixed

Event names containing quotation mark characters behave as expected

Updated some error messaging associated with setting-up a Salesforce integration

Success Hub links to the App User Guide, rather than an incorrect webpage

When mapping fields to integrations on an event level, the App User field is now labelled as a string (instead of a number to prevent confusion)

When a new event is created, the event start date is blank by default

The badge scan field is now mandatory by default

Consistency brought to the terminology used when mapping an event to Integrate

If you have any questions, speak with your Customer Success Manager or contact our Support Team: [email protected].

2-July-19 | app version 4.8.0

You can download our latest app from App Store or Google Play (or enjoy straight away if your devices have automatically updated).

For App Users

New

Report issues directly to our Support team via short form in the Help section. Use the side menu to navigate to 'Help' and tap on the 'Get support' button. View more in new article, Report issues to our Support team via in-app form.

Enhancement

The form close button has been replaced with a back button

Bugs fixed

Minor UI bug:Corrections to the display of button text that's too long; the text is shortened and an ellipses is properly displayed

Minor UI bug:Added vertical alignment to the record header; valuable for records thatdon'tcontain an email address(egwhenwaitingfor transcription)

If you have any questions, speak with your Customer Success Manager or contact our Support Team: [email protected].

11-Jun-19 | dashboard update

Our latest product update is now available; simply login to the dashboard to experience the following:

For Dashboard Users

Enhancement

When setting up a new integration with Microsoft Dynamics 365, the labelling in the Akkroo dashboard matches that in Microsoft Dynamics 365

Bugs fixed

Duplicate records are now updated in Marketo by default, as per expected behaviour

Corrected behaviour of the pre-registration time and date fields

Updated the Help Centre link in the dashboard email editor

The 'State' column in the dashboard devices page now displays an accurate status

In the dashboard devices page, the app username value is displayed properly within the grid; if its too long, the value is truncated and can be viewed in its entirety by hovering over the value

For App Users

Bugs fixed

Banner images are loading in the app again

If you have any questions, speak with your Customer Success Manager or contact our Support Team: [email protected].

30-May-19 | app version 4.7.4

You can download our latest app from App Store or Google Play (or enjoy straight away if your devices have automatically updated).

For App Users

Enhancement

A selection of user experience and interface improvements to the form, including:

The submit form button is always visible on the form and remains fixed at the bottom of the screen

If data has been added to either a lead collection form or check-in form, tapping on the close button opens a menuwith two options: 'Discard information' (where the form is cleared and closed) and 'Cancel' (which dismisses the menu).

The clear form button has been removedas thisfunctionality is now available as 'Discard information' in the close button menu.

Support for iPad Pro dimensions

Bugs fixed

Forms containing a checkbox and labelled email no longer cause the app to crash

Consistency brought to the behaviour of the star rating field

The correct welcome sequence screens are displayed after accepting camera permissions in the Android app

If you have any questions, get in touch: [email protected].

14-May-19 | dashboard update

The Akkroo dashboard has been updated and includes a brand new integration with Integrate! Plus, there's a handful of bug fixes and enhancements - all ready to go.

For Dashboard Users

New

You can now integrate Akkroo with Integrate! Send your leads directly into Integrate's demand orchestration platform for powerful processing, standardisation and enrichment of your data. Find out more in our Help Centre article, Integrating Integrate with Akkroo.

Enhancement

Records that contain a business card field but have not submitted a business card for transcription, will no longer display the "no business card" icon in the dashboard. This is to prevent any confusion about whether an image is missing.

Bugs fixed

Visibility of the Eloqua integration functionality has been restored in the dashboard

Multiple fixes to the custom export functionality, including:

Export and preview now include the image URLs for business cards, signatures and photos

'Custom column' options are only available when a new column is added (not for the automatically-generated columns)

Consistency to the 'Find & Replace' functionality across all fields

A red border line highlights if a field hasan error

If you have any questions, get in touch: [email protected].

2-May-19 | app version 4.7.3

You can download our latest app from App Store or Google Play (or enjoy straight away if your devices have automatically updated).

For App Users

Bugs fixed

If you remove data from a badge email field and attempt to save the record, you'll now see a validation warning as an alert that the email field is required

Reinstalled validation on the phone number field in the app

Popups with multiple links now display correctly, without causing the app to crash

The correct welcome sequence screens are displayed after accepting camera permissions in the Android app

You can now deselect an item (that has been previously selected) in the autocomplete form field

Customers using webforms on iOS devices can now select checkbox items by tapping the icons (rather than having to tap the text)

If you have any questions, find us at [email protected].

found on these pages 11-Apr-19 | app version 4.7.2

You can download our latest app from App Store or Google Play (or enjoy straight away if your devices have automatically updated).

For App Users

Product enhancements

Improvements to the camera behaviour and user experience

A more natural expected experience when using the camera; you'll momentarily see a black screen and loading icon immediately after snapping a photo or business card.

Bugs fixed

Corrections to how certain business card data fields are sent to the dashboard

Business card images are automatically resized and centred to fit within the camera photo frame

Systems upgrades

Significant upgrades to the platform we use to build our app

For Dashboard Users

Bugs fixed

In check-in events, pre-registration forms without an end date no longer default to the epoch date (ie Jan 1970)

Logs are again visible on the integration logging page

Some minor corrections to behaviour associated with pre-registration for check-in events

The app version state is now reported accurately in the Devices page

If you have any questions, find us at [email protected].

26-Mar-19 | app version 4.7.1

You can download our latest app from App Store or Google Play (or enjoy straight away if your devices have automatically updated).

For App Users

Bugs fixed

Business card scanning support for Android 9

Forms with white backgrounds are displaying field borders again

For Dashboard Users

Product enhancements

Some additional enhancements to the integrations field mapping experience!

The interface now states whether there's been a 'match' or 'mismatch' between Akkroo form fields and those in your integrated CRM or Marketing Automation software

The ability to search the drop-down list offields in your integrations

Bugs fixed

Corrected an issue affecting how business card image data is sent to the dashboard

If a multiple choice field contains a semi-colon without a concluding value in the form builder, the semi-colon is now automatically removed. This prevents anyassociated issues being experienced in the app.

Web-forms are displaying appropriate validation errors

When creating new app users in the dashboard, including uppercase letters in the email address value no longer causes errors

Corrected behaviour with the formatting of app usernames (ie they only accept alphanumeric characters)

Some minor interface improvements

If you have any questions, find us at [email protected].

12-Mar-19 | app version 4.7.0

You can download our latest app from App Store or Google Play (if your devices haven't automatically updated).

Feature

Introducing new 'Signature field' to your event forms! Sign your name in the app with a stylus or finger and record additional opt-in consent from your leads. Find out more in our article, Signature field is here!

Welcoming our new brand to the dashboard and app

For App Users

Product enhancements

Another batch of behind-the-scenes performance enhancements to improve the overall speediness of the app (especially beneficial when you've collected lots of records)

Clearer in-app messaging to notify you when we're undertaking maintenance on our API

The camera is now quicker at taking photos for business card and photo fields

We've added the end date to the list of events

Plus, a number of user experience and interface enhancements

If you have any questions, find us at [email protected].

19-Feb-19 Release Notes

For Dashboard Users

Feature

Increased visibility when mapping Akkroo form fields to your integrated CRM and Marketing Automation software

The mapping interface now indicates whether field data types match and if all the mandatory fields in your CRM and Marketing Automation software have been mapped.

Product enhancements

Added clearer business card transcription labelling in the Dashboard; we now display relative time in tooltips and a refreshed set of icons.

Bugs fixed

For customers using Salesforce integrations, we can now display a full list of campaigns in theSalesforce Campaign field

Corrected some behaviour associated with editing duplicate records

If you have any questions, get in touch at [email protected].

14-Feb-19 Release Notes | app version 4.6.3

For App Users

We've undertaken significant work behind-the-scenes to improve the overall app performance. Please download this latest version from App Store or Google Play (if your devices haven't automatically updated) for a vastly improved app experience.

If you have any questions, get in touch at [email protected].

31-Jan-19 Release Notes | app version 4.6.2

Our latest app update is now available to download from App Store or Google Play (if your devices haven't automatically updated). This version includes some key improvements to the app performance and user experience - plus the following bug fixes.

For App Users

Bugs fixed

Fixed a syncing issue that some android users experienced when an event was changed in the Dashboard

App now responds to the edit & review records inside the app setting as defined in the Dashboard

If you have any questions, get in touch at [email protected].

17-Jan-19 Release Notes | app version 4.6.1

An exciting new app update for our first release of 2019! As part of our dedication to improving the badge scan experience at events, you can now use your Akkroo app to view and edit badge data in the form edit view. Head on over to the app stores to download this new functionality - plus more! - at App Store or Google Play (unless your devices have automatically updated).

For App Users

View and edit badge scanned data in-app,edit-view (read more about this in What's New article, View and edit badge scan data in-app )

Product enhancements

The front-facing camera has been enabled for photo fields

Bugs fixed

Statistics screen now refreshes to display more accurate data

Splash screen images are now prevented from being automatically cropped

User interface finesse

Visual and copy improvements to the empty event screen

The add record button now visually identifies when the app is loading the form

We're always happy to help - get in touch at [email protected]

17-Dec-18 Release Notes | app version 4.5.2

You can now download our latest app update from App Store or Google Play (unless your devices have automatically updated!). Bringing you a combination of product enhancements and bug fixes.

For Dashboard Users

Bugs fixed

If you upload a list of contacts, delete it and then re-upload it (ie. containing the same email address), the records are no longer treated as versions or duplicates

For App Users

Product enhancements

You can now view leads thatyou'vepreviously collected when you log back into the app - giving you greater visibility of your lead capture activity at events

Bugs fixed

When event and record data is deleted from devices, its now completely removed - meaning the data archive function is no longer pulling trashed and archived events

Records collected when offline, now read "not synced"

Auto-correct fields now behave consistently across text input fields

Help always on hand at: [email protected]

4-Dec-18 Release Notes | app version 4.5.1

Head over to the App Store or Google Play to update your apps (unless they've automatically updated) and experience some important performance-improving upgrades, product enhancements and bug fixes.

For App Users

Systems upgrades

Significant upgrades to the platform we use to build our app, the benefits include:

all round improved performance and stability

you can now input data with speech (voice to text)

the speed of drop-down form fields has increased

our supported minimum iOS version is iOS 11

Product enhancements

You can now double tap a record to select it in check-in events (instead of having to use the 'select' button)

Improvements to the search results copy within check-in events

The syncing message is now displayed for 1-second to increase readability

Bugs fixed

Improved performance to how the app updates its online/offline state (when its in the background)

On Android devices, business card fields that include a tooltip are now presenting the image correctly in capture view

User interface finesse

Tapping the active page in the side menu, now closes the menu

Increased the size of the long text question active area (so that its the same as the visible area)

Reinstalled the attendance icon (green check) for records in check-in events

Corrected the position of the checklist toggle for check-in event forms

Corrected the opacity of the show/hide duplicates button when its pressed

Help always on hand at: [email protected]

27-Nov-18 Release Notes

Our latest update delivers a combination of product enhancements and bug fixes to the Dashboard and API. You don't need to do anything to experience this update - it's already available now!

For Dashboard Users

Product enhancements

You now have automatic access to the integrations logging page in the Dashboard whenever an integration is enabled

When setting the pre-registration end date in the Dashboard, the calendar pop-up will remain open untilyou'veset the time

Bugs fixed

Whenyou'vecollected duplicate records, the follow-up email is only sent once - to the primary record

Adding the field <Company Name> to a follow-up email now works as expected

In the Dashboard record view, the icon and tooltip display the correct status for email sent

Tell us what you think of our product updates, over at: [email protected]

13-Nov-18 Release Notes| app version 4.4.0

A bumper update this week containing a new, refreshed approach to how we manage and present duplicate records in Akkroo, plus a series of product enhancements and bug fixes. To experience this latest release, update your apps in App Store or Google Play (unless they've automatically updated) - and be sure to let us know your thoughts!

A refreshed approach to the presentation of duplicate records in Akkroo (see more about this in new Help Centre article, Whats New: How we manage & present duplicate records )

For App Users

Product enhancements

Performance improvements to improve form loading speed

Bugs fixed

In check-in forms, fields hidden by the logic condition, 'is answered' now remain hidden when a new record is created

Fixed some odd behaviour where clearing a form had resulted in the form scrolling to an email field

For Dashboard Users

Product enhancements

App User Email can now be included in integrations, exports, API & web-hooks

Bugs fixed

The autocomplete field value now saves properly (it had prevented some records from being edited, loaded in the Dashboard or exported)

Images are now retained in follow-up emails when events have been duplicated

When creating a custom export with the field, App User ID (as both a single and multiple value type), the correct data is now previewed and exported

Corrected the link to Product Updates in the Success Hub

Page error is no longer triggered if there's an apostrophe in the company name

Fixed an issue where business card transcription metadata had become visible in the record view and when exported

If there are multiple banners displayed in the Dashboard, they no longer overlap and break the page layout

The icon displayed alongside the move to collection item (in the Actions menu, Event view) has been correctly resized

As always, we love to receive your feedback. Get in touch: [email protected]

5-Nov-18 Release Notes| app version 4.3.3

You can now head over to the App Store or Google Play to download our latest app update (or enjoy straight-away if your devices have auto-updated)! This includes a number of bug fixes and finesse to the app interface.

For App Users:

Bugs fixed

The correct event start-date is now being displayed in-app; some customers had experienced issues with timezones

You can now fully clear the text and auto-complete fields

Corrected a keyboard display issue that was caused by tapping multiple times on a text field

The metadata at the top of a record view has been correctly aligned with the form fields

Camera options menu has been centred in the business card scan field

The width of pop-up menus (eg logout) have been correctly resized

For Dashboard Users:

Bugs fixed

The transcription status of a business card has been corrected in the Dashboard

Any questions, just shout! [email protected]

30-Oct-18 Release Notes| app version 4.3.2

You can now update your Akkroo apps in the App Store or Google Play (or enjoy straight-away if your devices have auto-updated)! This latest release includes some important bug fixes and finesse to the user interface.

For App Users:

Product enhancements

Default copy for the 'register' button in the form builder has been updated to 'submit

Updates to the default follow-up email copy

Bugs fixed

Forms containing a large number of fields (and combined with logic) are no longer restricted when displayed in-app

Deleted records are no longer being shown when searching records in a check-in event

Weve reduced the number of in-app interactions required to select a record from check-in search results (two taps instead of three!)

Banner images are now displayed in the search results for check-in events

For Dashboard Users:

Bugs fixed

Corrected a functional issue relating to events created from old templates

You now receive an appropriate error message if you incorrectly login to the Dashboard

UI fix in the Form Builder: when using an ampersand in the 'Register' button, its no longer changed to &amps;

Editing an event title that contains quotation marks no longer removes the quotation marks

In the Dashboard template event view, a space has been restored between the copy [event title] and [template]

Any questions, just shout! [email protected]

24-Oct-18 Release Notes| app version 4.3.1

Our latest product release (app version 4.3.1) is now available and features a handful of enhancements and bug fixes. To download this update, please head over to the App Store or Google Play (or enjoy straight-away if your devices have auto-updated)!

For App Users:

Product enhancements

Improvements to how we sync resources, making the process more efficient and stable

Completed UI work on the "Today's Events" interface on the event listing page; a thin blue line now highlights the relevant area when a user taps on the red calendar button

Bugs zapped

Clicking on the T&Cs pop-up no longer closes the app

Fixed the statistics display screen when the app is in offline mode

Changes made to our API to resolve a login issue experienced by a small number of customers

UI fixes: centred checkbox ticks and corrected the font weight for drop-down fields

For Dashboard Users:

Bugs zapped

Corrected an issue caused by pre-registering check-in records via web-forms

As always, we welcome your feedback - get in touch at [email protected]

16-Oct-18 Release Notes

Its time for another product update! Weve focussed on fixing bugs and behind-the-scenes improvements to system stability. Its now live- and youdon'tneed to do anything to benefit from this update.

For Dashboard Users:

Bugs zapped

Increased the number of Salesforce campaigns that are pulled through to the Campaign ID field

When an event is duplicated, images in emails are updated properly (ie copied over or deleted)

The form builder logic condition is displayed no longer causes an error when a record is created

In the Dashboard device page, test devices are once again being categorised as test

As always, we welcome your feedback - get in touch at [email protected]

15-Oct-18 Release Notes | app version 4.3.0

Today were launching new functionality: check-in! You can now import a list of contacts when setting up your event in the Dashboard, and then check-in both invited and new walk-ins to your event with the app. Alongside the addition of check-in, weve thrown in a handful of bug fixes too!Download this latest update from the App Store or Google Play (or enjoy straight-away if your devices have auto-updated)!

Functionality Check-in functionality is here! You can now:

1. Import a list of invited people pre-event (in the Dashboard) 2. Mark people as having attended their event (in the App) 3. Amend contact details whilst using check-in (in the App) 4. Add records for new attendees/walk-ins (in the App) 5. Export an Attended Status and time of arrival post-event (in the Dashboard)

Read more about how to use this functionality with our new article, Using Check-in and Setting an Attended Status.

For App Users:

Bugs zapped

- App users who delete all of their records will no longer receive post-event email feedback requests

For Dashboard Users:

Bugs zapped

- Outdated dashboard tooltips relating to the Legacy App have been removed in the Dashboard - Updated the Android device icons in the Dashboard devices page

Let us know how you get on with check-in! [email protected]

10-Oct-18 Release Notes | app version 4.2.7

Presenting a number of service improvements and bug fixes to your Akkroo app. To get your hands on the latest app update, head on over to the App Store or Google Play (or enjoy straight-away if your devices have auto-updated)!

For App Users:

ProductEnhancements

Major improvements to the way the app syncs data; its now able to sync even when sent to the background

You are now prompted to reload the splash screen if it fails to load (for example, on a poor WiFi connection)

Weve added a timestamp to records, which displays the date that it was collected

Bugs Fixed

App no longer crashes when devices have low storage

Fixed two buttons and some confirmation copy relating to the logout functionality

The correct copy is now displayed when a badge scan is pending (ie Waiting for data, not Waiting for transcription)

Questions? Our support team are here to help at [email protected]

4-Oct-18 Release Notes | version 4.2.6

Our latest update includes some important bug fixes to improve app stability and performance. You can now update in the App Store or Google Play (unless your devices have auto-updated)!

For App Users:

ProductImprovements

Youll now see a message to alert you when youre running out of storage on your device (as this can impact the app performance)

Bugs Fixed

The camera field (for business card and badge scanning) has been updated to improve its stability

We fixed an issue that caused the username field to become disabled sometimes, and which prevented some users from logging back into the app

Any questions? Our support team are here to help at [email protected]

26-Sep-18 Release Notes | version 4.2.5

Our latest product release is packed with a load of service improvements and bug fixes, plus a brand new Plans & Billing page. Here you can keep sight of your account plan and monitor usage - its ready to explore now! Find it over in the Settings menu.

To get your hands on the latest app update, head on over to App Store or Google Play (or enjoy straight-away if your devices have auto-updated)!

For Dashboard Users:

Feature

View and track your account usage in the Dashboard - see Whats New for more info

ProductImprovements

Normal users now have the ability to edit records in the Dashboard

Business cards will now display the status awaiting sync when the records havent yet synced from the app to the Dashboard

Account owners now have the ability to change app users passcodes

Improved security in the dashboard

Bugs Fixed

Minor: Checked-in by field is no longer included in Dashboard records when the check-in function is not used

For App Users:

Product Improvements

Improvements to in-app copy relating to errors and syncing

Branded images in forms are now be displayed as full screen

Bugs Fixed

Major: If you ever see a white screen due to an error, the app automatically resets (it no longer requires the user to delete and reinstall)

Major: Business Card images can now only be sent for transcription if the image is successfully synced to the Dashboard (ie the field must not be empty)

Major: In-App fields now render properly when the is displayed logic condition is applied

Minor: Prevented the in-app error banner from becoming visible briefly when users navigate to the diagnostics screen

Minor: UI fix - spacing increased between a checkbox question and header

Minor: UI fix for iPhone X - the T&Cs exit button has been repositioned so that it no longer overlaps the battery icon

Minor: Date and time fields corrected on iOS when using the month format (MM-YYYY)

Minor: Line-breaks are now displayed in pop-ups (rather than HTML code)

Were always open to your suggestions and feedback, so feel free to let us know what you think at [email protected]

6-Sep-18 Release Notes | version 4.2.3

Our latest update to the Akkroo service is jam-packed with brand new logout functionality, service improvements, product refinements and bug fixes.

Feature

Logout function - app users can now logout of the Akkroo app, switch accounts and share devices(without having to delete and reinstall). From within the app, you can navigate toSettings and tap onLogout of[account].

Its worth noting that when you logout of the app, any unsynced data will be lost - you'll therefore see a pop-up message to confirm when this is the case. Read more about this new feature in the Help Centre.

Product improvements

The app statistics screen now shows the number of records collected by App User

Users are now prompted to reload their banner image if it fails to load

The recommended banner size has been updated to reflect optimal image dimensions

Bugs fixed

The app now syncs records automatically when badge/business card data is returned

The app version thats tracked in the dashboard is now automatically updated

If your deviceisn'tset to auto-update, simply head over to the App Store or Google Play to download this update.

Questions? Our support team are here to help at [email protected]

30th August 2018 Release Notes | version 4.2.2

As we continue to work on enhancing your Akkroo experience, a new update is now available for you to enjoy. Alongside some general system improvements, weve also fixed several bugs. Key updates include:

Product improvements:

Camera permissions: improvements to the userexperience and copy inside the app

Link to the Whats New ? page in the dashboard drop down menu has been updated to the Help Centre, so you can keep up to date with new product features and launches. The red dot will no longer appear.

Bugs fixed:

Tooltips are now displayed in the data capture form and when editing a record

If your deviceisn'tset to auto-update, simply head over to the App Store or Google Play to download this update.

Were planning lots of new features and improvements to the Akkroo service, so you can look forward to more updates soon! We welcome your feedback - drop us a note at [email protected]

17th August 2018 Release Notes | version 4.2.0

Weve packed a load of bug fixes into our latest service update - plus, you can now enjoy easier account access thanks to a new passcode recovery function!

Functionality:

Forgotten Passcode Recovery- ifyou'veforgotten your username or passcode, you can now easily retrieve them! When you login to the app, simply tap on Forgotten Passcode or Forgotten Username and the required credentials will be sent directly to your associated email address.

Bugs fixed:

Records deleted in the dashboard will no longer appear in your app

Default answers hidden by logic will no longer appear if you edit a record

Hidden questions are now always hidden, even with logic applied

Youre now able to create a data archive again!

If youre locked out of the app, youll get an alert to tell you this is the case

If your deviceisn'tset to auto-update, simply head over to the App Store or Google Play to download.

Weve got lots of features and improvements in the development pipeline, so you can look forward to more service updates coming soon! The Akkroo team welcomes your feedback - feel free to drop us a note at [email protected]

7th August 2018 Release Notes | version 4.1.3

The Akkroo team has been working hard on a shiny new update to your app! In this latest version, weve fixed several bugs that were causing issues for a number of users - so your app experience should now be a whole lot better.

If you havent set your device preferences to auto-update, simply head over to the App Store or Google Play to download.

Bugs fixed:

Autocomplete fields now accept semicolon characters

The transcribed data section is now visible in the edit view for badge scan fields

Follow-up emails are now sent with link collection hyperlinks

Drop-down menus when set to mandatory now force app users to enter at least one response

Here at Akkroo, were committed to continually improving your service, so more updates and new features will be coming soon! As always, we welcome your feedback - share your thoughts with us at [email protected]

9th July 2018Release Notes | v4.00-rc2 Akkroo for Android

It's here! After many months of development the all-new Akkroo app for Android is here, bringing Event Lead Capture to everyone.

For existing customers, more information on your transition from Akkroo Legacy for iOS can be .

Release notes:

All new Event Lead Capture app for Android users

All the Akkroo features you know and love, now available to all smart phone users

Thanks for your patience, we've been putting a lot of effort into bringing you this feature and we're delighted to get it into your hands!

Known issues:

Hidden Events & Template Events both show in the app when they should not - this issue means that events that are marked as hidden in the dashboard are visible to app users using this version. Please be careful to select the correct event from the list in the app.

If you've put in the time to build an engaging form, don't let it go to waste by being unprepared! The following must-do steps are a simple way to ensure a successful event.

Oneweek before your event

Check all the devices you will be using are updated with the latest operating systems and are compatible with Akkroo. You can view the list of supported devices here.

Information on your device operating system will be accessible from the device settings page. You can also check the operating system and app version from within the app, by selecting Help > Diagnostics, via the menu at the top left.

support team

Three daysbefore your event

Check everyone has installed Akkroo properly with the correct app login details.

Test your form on a device to make sure your logic displays correctly. It's also a great chance to test how long the form takes to complete and if any tweaks can be made to optimise the user's experience.

Let the event team know when they will need to sync their app to get the finalised copy of the form.

It's also a good idea to archive any historic events you no longer need, this will prevent any unnecessary data syncing to the app. You can find the steps here.

Day before the event

Last opportunity for changes to your form. If you really must make short notice changes to your form, try to do this no later than the day before. This will give app users a chance to sync their app while connected to a good internet source.

Run your team through basic troubleshooting for their devices.

Syncing post event

If you are experiencing difficulties syncing your device post event do not delete the app. Removing the app will delete any unsynced data still stored on the device, and you will be unable to retrieve this data.

Check your wifi source from the device's settings.

In the Akkroo app, go to the events list (grey background).

Force a manual sync by dragging down with your finger on this page.

If you're still experiencingdifficulties syncing you can refer to the syncing help guide, or contact our .

These steps can be used to quickly get up and running with one of the following lead retrieval services:

AetherQuest

ATS

Aventri (ITN)

Bartizan Connects (iLeads)

Badge Guys

Bizzabo

Bravura Technologies

Capture Technologies

Circdata

CompuSystems

Conexsys

CTIMeetingTech

Custom Registration (CustomReg)

Cvent

Emperia

eShow

Eventmaker

Event Power

Event Rebels

E-Vents Registration

ExperientSwap

ExpoBadge

Expo Data Capture

ExpoLogic

Expo Tracker

Global Registration Solutions

GTR (JOT Event Connect)

Info Salons

Leadature

LeadU

Lni Digital

Lions Festivals

LeadValu

Looking Cube

Marvel

Scan2Lead

Spargo

Swiftium

Tito

TPNI

Trade Show Leads

TurnoutNow

XPress Leads

Xtag(Pixeline Technologies)

Please note if you are also using a CRM or Marketing Automation integration some additional setup may be required, contact support for more assistance.

You can find out more about using Badge scanning here or contact support for more help.

What are IDs?

IDs are a way of distinguishing between different question fields within an Akkroo form. Question fields are automatically assigned specific IDs. These are not visible in the form builder. You are most likely to see the IDs for the first time when you export the data into an Excel or CSV file - they will be the titles of the columns.

You are able to edit them to your preferred IDs, so that your exported data suits your needs.

IDs generally include one or two words and follow the format of the second word having a capital letter. e.g. fullName

There is no limit to the number of characters for the headings/IDs. It is recommended that IDs are kept short and specific.It is best to use text only and no numbers, symbols, or spaces.

Where are IDs used within Akkroo?

Question fields - each field has a unique default ID

Exports - when you export data, the IDs will be shown as column headers

Changing IDs for other fields

It is best to leave fields with their default IDs as it helps to reduce any errors that may have a knock on effect. However, if you do need to change any field IDs, this is possible.

Generally, default IDs are created by using the last two words of the question title. Examples below:

Question Title

ID

Event Date

eventDate

What type of event is this?

isThis

In the example above, the Event Date ID can stay the same, as it is very clear what field it relates to. However, it would be sensible to change the What type of event is this? ID to something more relevant. See below:

Question Title

Edited ID

Event Date

eventDate

What type of event is this?

eventType

Where do I make these changes to the IDs?

Now that you have an understanding of how IDs work and how to create new ones, you need to know where to put them.

It is a simple process, which is detailed below.

Make sure that you use the correct format for an ID. You will need to enter ; exampleID including the semi colon. E.g. ; eventType

Click on the question field that you want to edit.

Within the Question box, enter the new ID after the question. Be sure to leave a space after the question ends and before the ID semi-colon.

This method can also be used to convert countries into country codes (you may be able to find a list of these in your Customer Relationship Management/CRM software, such as SalesForce).

4.Click Save & Finish at the bottom of the form.

iOS Devices

Akkroo can be downloaded from the Apple App Store and used on any iPhone, iPad or iPod running publicly available versions iOS 12 or iOS 13 (At this time we advise against using Beta versions of iOS).

After a period of time iOS devices may no longer be able to update to the latest operating system. We strongly recommend using devices that will be able to support the current operating system (iOS 13) and the following, which is normally released a year later. You can see which devices are currently developed by Apple here.

The devices that are currently recommendedfor use with Akkroo are:

iPad Air

iPad Air 2

iPad Mini 2

iPad Mini 3

iPad Mini 4

iPad 6th generation

iPad 5th generation

iPhone X

iPhone XS / XR

iPhone 8 Plus

iPhone 8

iPhone 7 Plus

iPhone 7

iPhone SE

iPhone 6 Plus

iPhone 6

iPhone 5S

Device and model numbers can be found on the back of the device.

The version of iOS you are running can be found on the device at:

Settings > General > About > Version

If you attempt to use Akkroo on a device with an unsupported iOS you will receive a notification within the app. here

If you own any of the hardware listed above which is not running at least iOS 11, Akkroo can provide support and assistance to update the software on your devices free of charge.

Do you have support for Android devices?

Akkroo can be accessed on an Android device via the native app, found on the Google Play Store here, for devices on Android 7.0 (Nougat) and up. To use Akkroo on Android, your device must meet the following minimum requirements:

Needs a back camera that is no less than 12 MP

It needs to be able to use 4G

The Samsung Galaxy S6 is a good example of a phone we are able to support.

What devices do I need for NFC badge scanning?

You'll need an iPhone 7 or newer to scan event badges with NFC technology (currently iPads cannot scan NFC chips).

Android devices should bechecked individually(consult the device manufacturer for specifications)

For more information about scanning NFC badges, view Scan NFC event badges with your Akkroo app.

Why do I have to keep updating the latest version of the app?

We are constantly working hard to improve the app features and performance, due to the vast changes that occur we can only offer limited support for early versions of the iOS app. Please ensure to check regularly for updates in the App Store or alternatively you can enable automatic updates.

Do I have to put a PIN code on mydevice?

For any iPads or iPhones being used for your event, we recommend enablinga device PIN code or Passcode. Using a device PIN code encrypts any data present on the device and adds a level of security.

Should your device be misplaced or stolen and is accessible without a code this leaves your data open to security risks. You can find out more about Apple's PIN code security Policy here.

Another way to protect your device and data is to enable guided access, which limits navigation outside of the Akkroo app. You can find more advice on this .

Business Card Scanning is a great field for capturing data quickly in a secure format.We have put together some tips to ensure you get the most from it.

Use two fields to capture data from both sides

If you tend to come across business cards that have information on both sides of the card you may want to add a second Business Card Scanning field to capture the back of the card.

here

Have country as a separate field

Business cards will not always specify where a contact is based. If theirlocation is an important data point we recommend recording this in a separate field. The Dropdown and Autocomplete fields are both great ways to capture where your contact is based.

Find a text list of all countries here.

Use logic to show or hide the field

As handy as business card scanning is, you should be prepared to encounter contacts who do not have a card available. However having the scanning field as well as text versions of all the fields it contains can make your form look messy.

Below we have used logic to determine whether the contact should be shown the business card field or the text fields.

Use printed cards

Business cards are transcribed by first using OCR technology they are then verified by a human reader.

As such, the best results are produced when printed cards are used. Although handwritten cards may be transcribed, we can not guaranteethe transcription will be complete.

Flagging faulty transcriptions

If you believe you have received an incorrect or incomplete transcription you can report this from your Akkroo dashboard. The record will then be sent through for review to help improve the quality of our transcription service.

Things to note:

- The list on the left-hand side highlights information we were unable to find on the card. Some business cards may contain more detail than others so double check whether the information is actually on the card before reporting.

- If the image is blurry or the text is illegible, this will impact on the quality of information that can be transcribed.

- Our business card transcription service is optimised for English language, but we're also capable of transcribing other languages that use the Latin and Roman alphabet. Examples of languages that we can transcribe include:

English

Dutch

Finish

German

Danish

Estonian

French

Norwegian

Hungarian

Italian

Swedish

Croatian

Spanish

Polish

Slovenian

Portuguese

Afrikaans

You can find out more on using business card scanning .

We offer developers the use ofWebhooks and a REST-based API to programmatically accessthe collected customer data fromthe Akkroo dashboard, and this help article willtry and help you decide which you should use.

[email protected]

All data collectedviathe Akkroo app or web forms is stored in the Akkroo dashboard, and this is where itwill besent or retrieved from.

Making a choice

Before you make a choice about whether Webhooks or the APIwillsuit your needsbest, please consider the following:

The vast majority of our customers building custom applications use our real-time Webhooks to receive thedata. It's the fastest and easiest way to share data from Akkroo with your own service. Data is sent as soon as it's presentinthe dashboard.

Shouldthe real-time option not suit you, or you really need to deal with extracting large amounts of data in one go, then the REST API can be useful, but we alwaysadvise you start by considering a Webhooks implementation first, and then considering any limitations that might mean you need to use the REST API.

Sometimes you may need to combine the two services to extract all the data you require, however in most cases a Webhook will pass all the data you shouldneed.

More information

Once you've made a choice, there's comprehensive information to help you implement a solution inour Helparticles and Developer Documentation:

Using Webhooks for Notifications | Developer Documentation

Developer Documentation for the Akkroo REST API

If you have any specific questions regarding the best approach, drop an email to and we will be able to offer technical advice.

On Tuesday 10th December, your dashboard and mobile app will be updated to reflect our new Integrate Events brand. This means they'll look a little different when you login to the service on or after this date.

Nothing is changing in terms of product functionality and you don't need to do anything (other than update your mobile app) on the 10th December to experience our new look. Here's a summary of what's happening:

In your dashboard

The dashboard will have the same functionality as before and your existing login credentials will continue to function.

Youll access the dashboard from a new URL: app.integrate-events.com and the current dashboard will automatically redirect you here.

The changes will be rolled out automatically to all customers on Tuesday 10th December.

In your mobile app

The Akkroo mobile app will become the Integrate Events mobile app.

The mobile app will have the same functionality as before and your teams existing login credentials will continue to function.

Your event forms will remain unchanged and as per your defined visual styling.

The Integrate Events mobile app will be available as an update in the App Store (iOS devices) and Google Play (Android devices) on Tuesday 10th December. Some devices can be set to auto-update, in which case youwon'tneed to do anything, but other devices will require you to confirm the update in your app store.

As always, we welcome your feedback and questions - please reach out to your Customer Success Manager who will be happy to advise.

What is the Salesforce Sales Cloudintegration?

Using our Salesforce Sales Cloud or Salesforce CRMintegration, you can instantly convert the details of people you collect in Akkroo data capture forms into Salesforce Sales Cloud leads. You can share any text-based or selection data from the Akkroo forms you create.

What the integration can do:

Create new LeadsinsideSalesforce Sales Cloud

Pass the data in real-time

Add any data to Salesforce Sales Cloudif the email address already exists as aLead

Update and replace data within an existing lead inside Salesforce

Assign leads to an active campaign

What the integration cannot do (yet!):

Create or update any other kind of object

Note, you will need to contact support ([email protected])or your account manager to turn on this integration feature for your account before you can follow these steps. You will also need to have API access included in your Salesforce package.

Steps: Setting Up the Salesforce integration

First Run: Setting up the Salesforceintegration

Enable your account to integrate with Salesforce. Open your dashboard, and choose Settings > Integrations from the main navigation, thenAdd new.

Select the Salesforceicon and selectAdd.

Click Login to Salesforce, if you are testing using a Salesforce Sandbox account, tick advanced settings.You will be redirected to Salesforce to sign in.Login using your Salesforce username and password.

Click Allow to permit Akkroo to send data to Salesforce.

Your account is now ready for you to setup individual events which will allow you tocreate new Salesforce leads.

Using the Integration: Create new or update existing leadsautomatically in Salesforce

You will need to repeat this step of the process for each event that will create Salesforce Leads. Alternatively you can duplicate and modify an existing event where the Salesforce integration had already been set up.

Choose an event from your dashboard, and click into it. From the options, choose select the Setup integrations button.

From the options, choose Salesforce

Choose how you would like data to be updated in Salesforce if a contact already exists, then you will need to match the questions on your form to your Salesforce fields. To do thisselectEdit field mappings.

To link leads from your event to an active Salesforce campaign, simply add the campaign by searching the name or ID.

In order for the campaign to be linked you will need to select the member status from the dropdown.All records submitted to the event will be given the chosen member status inside the chosen campaign.

In the left column are fields from your Akkroo event form. The right column are your fields in Salesforce. Fields set to Unassigned will not be filled with any Akkroo data.

Once happy, select Save Changes.When you collect data using the app or web forms, the lead will appear in Salesforceautomatically, and the Salesforce leaddetails will be filled using data from the Akkroo form.

Questions & Related Tasks

Can I test the integration using my Salesforce Sandbox (test environment)?

Yes, you can do this by selecting the advanced setting when you initially log into your Salesforce account. Please note you can only be logged into one account at a time, so you will need to remove the Sandbox integration before reconnecting to your full Salesforce account.

Can I create or update leads in Salesforce using this integration?

Yes, Akkroo will check Salesforce for existing records based on email address. If there is more than one match we will update the last updated record.

Can I update an existing Salesforce leadby submitting the same person's data twice?

Yes, as long as you have the integration within the Akkroo dashboard set to one of the two "Replace existing data" options.

Please note, Salesforce uses its own, separate method of checking for duplicates which we do not mirror - this could impact the updating of leads.

How fast will my leadsappear in Salesforce?

If your device is connected to wifi, data from the app will sync to the dashboard straight away, this information will usually be conveyed to Salesforce a few seconds after they appear in the Akkroo dashboard.

Will the integration automatically assign Leads to Campaigns?

Yes, you can assign an active Salesforce campaign to your Akkroo event. You will need to set a campaign member status to be assigned to any leads collected.

Will Assignment Rules be automatically applied to new Leads created by Akkroo?

Not automatically, but you can facilitate this yourself using your own Apex code.

Does the integration findduplicates inside bothLeads and Contacts?

The integrationonlysearches for duplicates inside Leads.

Can I create leadsin Salesforcewhen using check-in functionality?

It's only possible to create new Leads from data capture events.

Can I map multiple form questions to one field in Salesforce?

Yes, it is possible to update one Salesforce field with the data from multiple form questions. For example, you may have split products out into categories but only have one Salesforce field for these.

How does this feature work when my devices are offline?

Leadsare queued to be added to Salesforceas soon as the data synchronises to the Akkroo dashboard.

Can I use the same integration over multiple Akkroo accounts?

Each account will need to have a separateintegration set up.

Can I import the data that I collected before I set up the integration on an event?

You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.

How do I disable or remove an integration from an event?

From the Integrations screen for the event, under the Salesforcerow, select Remove Integration.

Exhibition and tradeshow environments are often illuminated withartificial lighting. Thiscanprove troublesome for Sales teams using the app to scanlaminated event badges or to photograph the detail ofbusiness cards. To improve this experience andaid the collection ofcontact data, app users can now utilize the device's built-in flashlight - helping toovercome challenginglighting conditions. To activate the flashlight in the app, navigate tothe camera view where there's a new flash icon - simply tap to switch on or off (by default, the flashlight is switched off). You'll find it's accessible in form fields that use the camera: badge scan, business card and photograph.

We're delighted to announce that our new API is now available to use! This begins a 2-month transition period, during which all users of our current API will need to switch over to the new one.

Please note - in order to generate your new developer API Key, you'll need to request this functionality is activated via the dashboard. See how to do this below.

This new API isn't used for basic event profiles/badge scanning setups. It's an advanced technical setup used to direct your leads into 3rd party Marketing Automation and CRM software platforms that are not available through our out-of-the-box integrations (Salesforce, Hubspot, Eloqua, Marketo etc).

Headlines and key dates

The new API is now available (July 2019)

Current users of the API now have until the end of September 2019 to transition to the new one

After this time, the legacy API will no longer continue to function

We've released a PHP SDK (software development kit), which you can download from GitHub here (with additional information on the SDK in GitHub here )

Developer documentation has been published and is accessible below

Technical documentation: Read the new API documentation here

Why we've built a new API

We've upgraded our infrastructure to deliver an improved, more robust lead management experience for all customers.

As part of this project, we've built a next-generation API using the latest technology, to bring a range of benefits to all users of the API - including enhanced security, stability and quality.

What you can do with the new API

You can do everything you could already do with the API - the existing functionality remains available. This includes:

Create and edit records

Retrieve, filter and sort event data collected

Push data to integrations

Behind-the-scenes, we've been working on modernising our entire architecture. In the long term, this means that you'll be able to benefit from new features on our API much faster than before - we'll be sure to let you know whenever new functionality becomes available.

What you need to do

If you currently use our API - you need to have connected to the new one, by the end of September 2019.

A level of technical ability or resource is needed to complete the switchover. You'll need to:

Update the endpoint locations used to request and send data to match the new specification

Update the format of the data that is sent and received from the new API to match the new specification

Update the format used to query collections to match the new specification

If you're planning to use the API but do not currently, please ensure that any development work is undertaken with the new API. Please see below for how to differentiate between the two.

First of all, request access to the new API in the Akkroo dashboard

View

1. Navigate to 'Settings' in the side menu 2. Click on 'API' 3. Click on the blue button, 'Request Access to the New API' This will instruct our Support team to enable the functionality on your account - we typically respond within 24 hours.

Generate your API key in the Akkroo dashboard

1. Navigate to 'Settings' in the side menu 2. Click on 'API' 3. Click on 'Generate API Key'.

Note: this will reveal your API key - it's important that you note this down somewhere safe and secure, as it will not be displayed again.

Technical documentation

Legacy API documentation (retires September 2019)

New API documentation

View

If you have any questions, please speak with your Customer Support Manager or Account Manager.

Note - the information in this article relates to the API released in July 2019. For information about switching over from the legacy API, please see Help Centre article: New API now available

Use the API to customise your lead management experience

Our API is an ideal way to gain greater control over your data and where it's sent. For example, you can use it to direct your leads into other Marketing Automation and CRM platforms that are not available through our out-of-the-box integrations.

Through the API, you can:

Create and edit records

Retrieve, filter and sort events, records and resources

Push data into integrations

Technical documentation: Read the API documentation here

PHP SDK (software development kit): Download the SDK from GitHub here Additional information about the SDK: Read more in the wiki here

Show me how! Request access to the API in the Akkroo dashboard

1. Navigate to 'Settings' in the side menu 2. Click on 'API' 3. Click on the blue button, 'Request Access to API'

This will instruct our Support team to enable the functionality on your account - we typically respond within 24 hours.

Show me how! Generate your API key in the Akkroo dashboard

1. Navigate to 'Settings' in the side menu 2. Click on 'API' 3. Click on 'Generate API Key'.

Note: this will reveal your API key - it's important that you note this down somewhere safe and secure, as it will not be displayed again.

If you have any questions, please speak with your Customer Support Manager or Account Manager.

Send lead data from Akkroo directly to Microsoft Dynamics 365. To setup your integration, you'll first need to configure API access within Microsoft Azure and add some key information into your Akkroo account. Follow our step-by-step guide here to get Microsoft Dynamics 365 fully integrated with Akkroo.

Supported versions of Microsoft Dynamics

Cloud: Dynamics CRM Online 2016

Cloud: Dynamics 365

What this integration feature can do

Create new leads in Microsoft Dynamics 365 (both on-premises and cloud applications)

Add data to an existing lead if one already exists with the same email address

Passes the data in real-time

What this integration feature can't do (yet!)

Create or update other Custom Objects

How to setup your integration

In Microsoft Azure - configure a new application registration: Assign permissions Add reply URLs Generate Key Value

In Akkroo (at account level) - connect Microsoft Dynamics with Akkroo and authorise the account

In Akkroo (at event level) - add integration to specific event/s and map form fields to those in your CRM

To switch on this integration feature, speak with your Customer Success Manager or contact support for any help.

Show me how! Setup your Microsoft Dynamics 365 integration

Locate your Dynamics Instance (URL)

Youll need your Dynamics Instance later, so we recommend having this to hand before you start (it will help speed up the integration process). Your Dynamics Instance will have a URL format: https://<URL name>.crm.dynamics.com (for more information, see Dynamics 365 Documentation ) and can be located by following these steps.

Login to home.dynamics.com

[email protected]

On your dynamics homepage, hover your mouse over the dynamics 365 app button. Note your Dynamics Instance, which youll see in the first part of the URL (write this down for later!). In the screenshot example below, our instance is https://akkroodynamics1.crm11.dynamics.com

Create an App Registration in your Microsoft Azure account

Login to your Microsoft Azure account portal.azure.com

Go to Azure Active Directory

Go to App registrations

Click on New registration

Enter a name for your application in the Name field, then press Register. The name can be whatever you determine; we recommend using akkroo_integration or a variant of this as its simple, descriptive and easy to identify if you have other applications in your Microsoft Azure account.

Your application will be created, and you will be taken to the overview page.

Go to API Permissions'

Click on Add a permission

Click on Dynamics CRM

Check 'user_impersonation'

Click on Add permissions'

At the bottom of the page, click on Grant admin consent

Click on Yes in the pop-up that appears

Go to Authentication'

Add the following Redirect URIs, also known as Reply URLs (if a URL has been automatically pre-populated, remove it):

https://akkroo.com/dashboard/integrations/saveIntegrationInstance/dynamics/staginghttps://www.akkroo.com/dashboard/integrations/saveIntegrationInstance/dynamics/staging https://akkroo.com/dashboard/integrations/saveIntegrationInstance/dynamics/production https://www.akkroo.com/dashboard/integrations/saveIntegrationInstance/dynamics/production

Click on Save'

Go to Certificates & secrets'

Click on 'New client secret'

Enter a value for Description. Again, we recommend using something easy to identify, such as akkroo

Select expiration time frame (we suggest Never expires)

Click on Add

A string in the Value column is then automatically generated. Be sure to copy the Value string and make a note of it somewhere secure. You will refer to this client secret later during setup.

Click on 'Overview' to go back to your named app screen and remain here while you complete the remaining steps (as youll need to reference this information later).

Integrate Microsoft Dynamics 365 with Akkroo

Open a new window or tab

Login to the Akkroo dashboard

Go to the Account Settings'

Click on Integrations and Add new

Click on Dynamics and Add

Copy the following fields from Dynamics and paste into Akkroo:

Your Dynamics Instance (URL)

Application ID (find this on the overview page of your application)

Key Value (your client secret)

Note: Onceyou'veentered the Dynamics Instance, the button Get Auth URL will change to Save Changes.

Onceyou'vefilled in the 3 fields, click on Save Changes. After a few moments, the button will change to 'Login to Dynamics'. Press this

This may prompt you to complete an additional step (in the instance of having logged out of Microsoft)

Login to Microsoft Dynamics 365

Redirects back to Akkroo

Success! (Microsoft Dynamics has now been integrated with your Akkroo account)

Add Microsoft Dynamics 365 to an event in Akkroo

In the Akkroo Dashboard, access your event via 'Events > Open' and click on Setup integrations

Select Dynamics 365 and Add

Configure your settings (how you'd like leads to be added to Microsoft Dynamics 365)

Map your form fields to those in your CRM

Click Save at the bottom of the page

Done!

You can then confirm the integration success by submitting a test lead in the app and seeing it appear in Microsoft Dynamics 365. Login to home.dynamics.com, click on the Dynamics 365 app, and click on 'Leads' in the 'Sales' menu.

For more information or help getting your Microsoft Dynamics 365 integration set up, contact your Customer Success Manager or

FAQs

How fast will my contacts appear in Microsoft Dynamics 365?

Usually a few seconds after they appear in the Akkroo dashboard.

How does this feature work when my devices are offline?

Contacts are queued to be added to MicrosoftDynamics 365as soon as the data synchronises to the Akkroo dashboard.

Can I use the same integration over multiple Akkroo accounts?

You must set up an independent integration link for each separate Akkroo account. A cost will apply for each additional account which needs an integration.

Can I import the data that I collected before I set up the integration on an event?

You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.

How do I disable or remove an integration from an event?

From theIntegrationsscreen for the event, under theDynamics 365row, selectRemove Integration.

You may have heard, there are now stricter guidelines in place regarding the collecting and processing of individuals data (hello, GDPR!), so weve put together some handy tips to assist with your compliance and help you get the most out of Akkroo.

Top tips:

Ask prospects to opt-in to marketing emails - and record their consent

Add longer Terms & Conditions copy into a pop-up

Customise your follow-up email so that prospects can manage their own subscription options

1. Ask prospects to opt-in to marketing emails - and record their consent

In the Form Builder, youll find a pre-formatted question called Agree to Emails, ready and raring to go. Use this to add a checkbox to your form - its an incredibly simple, effective way of recording that prospects have agreed to receive emails from you. (Best practice is to leave this unticked by default.)

Show me how! Setup a form checkbox field in the Akkroo Dashboard

1. In the Dashboard, create or edit an Event 2. In the Form Builder, add a Question and click on Agree to Emails. The question is now present in your form. 3. The copy is pre-populated, however you can edit this to match your companys language, tone and add any specific processing requirements. Click on the question and edit the required elements in the yellow box. 4. Click on the Save & Finish to save your form

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As part of your sales-floor questions, directly ask prospects if theyd like to opt-in to receiving your marketing messaging. Be clear about whatthey'resigning up for - in what format, regarding what, how frequently - then ask them to tick the checkbox in the App to confirmthey'rehappy for you to contact them as youd discussed. Remember subjects need to give active and informed consent.

Show me how! Input data in the Akkroo App

1. In the App, navigate to your event (Pull down to refresh the event form) 2. Tap the Add Record button to open the form 3. Add your prospect/s data!

Some good practice tips:

Adopt double opt-in as standard practice

Many of our customers here at Akkroo are using double opt-in for their lead capture. Double opt-in involves sending out a confirmation email that asks the recipient to verify their email address and consent, usually by clicking on a link inside that email. This link could direct customers to their subscription preferences page - you can generate and customise this link from within your Marketing Automation or Mailing List software. Heres an example of a double opt-in email:

Watch out for events delegate lists

Badge scanning presents some challenges around ensuring you have the right consent. Even if a prospect has presented their badge for you to scan, its important to confirm with them ifthey'rehappy for you to follow-up with any marketing communications.

Bear in mind too that under GDPR legislation, attendees may have chosen not to share their data with the event organiser or badging provider. In this case a badge scan would only return minimal data (if any). For more in-depth reading about badge scanning see: A question of scanning: Data sharing event style.

2. Add longer Terms & Conditions copy into a pop-up

You can embed more information into a pop-up window, rather than take up valuable space in your form. This is a long text field, which is ideal for detailing the nature of your follow-up communications including any legal or privacy copy.

Show me how! Setup a form pop-up in the AkkrooDashboard

1. In the Dashboard Form Builder, navigate to a question where you would like to include your Terms & Conditions 2. In the yellow question box, add your pop-up link text between two curly brackets, for example:Yes, I agree to your {{Terms & Conditions}} 3. Scroll back to the top of the page and click on Settings (this will switch from Form Builder view) 4. Paste your Terms & Conditions copy into the Pop-up window contents field 5. Click on Save & Finish button to save your form

Show me how! View a form pop-up in the Akkroo App

1. In the App, navigate to your event (Pull down to refresh the event form) 2. Tap the Add Record to open the form 3. Navigate to the question that contains the Terms & Conditions pop-up (this will be underlined as a link) 4. Tap the Terms & Conditions link to view the pop-up 5. To exit the pop-up, tap the X close button

3. Customise your follow-up email so that prospects can manage their own subscription options

Whether you choose to send follow-up emails through your integrated CRM or Marketing Automation software, or send them from within the AkkrooDashboard - ensure that your messaging is swift, personalised and relevant to the discussions you had with prospects.

Individuals rights to be forgotten is a key part of GDPR, so always ensure prospects are able to manage how they receive information from you. The email footer is a great place to add subscription management options, such as Sign-up to our mailing list, Unsubscribe or View Terms & Conditions links. Just remember that you still need permission to contact prospects with a follow-up mail in the first place, so make sure you get permission prior to mailing.

Show me how! Customise my follow-up email in the AkkrooDashboard

1. In the Dashboard, navigate to your event and click on Send emails 2. Select Email and progress to the setup 3. Tick the box called Customise your email 4. In the dropdown menu, select the opt-in question youd set earlier and set Matches to true (all lowercase) 5. Continue to personalise your follow-up email as required 6. Email body copy can be changed in the Your message box 7. In the Footer text box, you can add any links (such as unsubscribe) with the format: [link text](link address) eg. [unsubscribe](https://example.com/unsubscribe?email={{email}}) 8. Save your form

For more information on personalising your follow-up email, check out our article: Setup a follow-up email

4. Want more GDPR?

Read more about our GDPR Compliance documentation .

Ifyou'vepreviously used our Guestlist function, you may notice a couple of differences with how our new check-in function works. Weve spent a lot of time designing a simpler, more streamlined user journey to make your overall experience much faster.

So, whats changed in the Dashboard?

Adding clarity to your form setup

A simpler interface; to add check-in to your form just click on the toggle, Track attendance. Then proceed to set up your form and import your list of invitees.

Using Check-in and Setting an Attended Status Map your imported data to your form fields

All data fields from your imported csv file must now be mapped to your form fields - or itll be discarded. This behaviour also means the old option to Show data in app is redundant, so youwon'tsee this anymore.

Export Attended Status with your event data

The new Attended Status is related to individual records, so itll be included with your dataset when you export it post-event.

And in-App, whats changed there?

A concise, streamlined user experience

The new check-in functionality contains fewer steps, fewer screens and fewer options. Search, check-in, done.

Check-in revolves around search

To check-in a person to your event, start typing name or email - then select from the imported list. If theydon'tappear here, you can add them as a new walk-in.

Empty events appear empty

Now youll only see records for those whoyou'vechecked-in to your event. This means that if you havent checked-in anyone, then youre not going to see an entire list of invitees (which is good news for data protection!).

Skip un-required fields

If there are un-required fields in your form, you can skip these questions by tapping Save & Close.

Edit records live at your event

The ability to now edit your imported records in-app means that you can improve the accuracy of your records and make changes as required.

For more information on how to setup your check-in events, import a list of invitees and mark people as attended, see our new article .

For iOS users of the Akkroo Legacy app (the one with a grey icon!), please be aware that as of 23rd November, 2018, the Akkroo Legacy app will no longer be functional. So that you can continue to use Akkroo, please install the newer Akkroo app with the blue icon.

To get up to speed with the newer app, check out akkroo.com/upgrade or speak to your Customer Success Manager.

Q. What will happen after the 23rd November?

A. On the 23rd November, the Akkroo Legacy app will stop working. Please ensure that you have synced any data on your Legacy app before the 23rd November as we cannot retrieve any data past this point. Onceyou'vesynced your data, you can then delete the app from your device/s.

Q. Is this going to affect me?

A. Retiring the Akkroo Legacy app will only affect users on iOS devices who are currently using the Akkroo Legacy app. You can tell if this applies to you by noticing the colour of your app icon. If its grey, please install the newer Akkroo app. If its blue, youre all set!

Q. If theres data on my Legacy App that hasnt been synced yet, will it be lost once the app is retired?

A. Yes. So that youdon'tlose any data thats been collected on the Akkroo Legacy app, please ensure all records have been synced before 23rd November. To do this, check your WiFi connection and perform a sync action (swipe downwards) on the events listing or records view. Confirm data is in the Dashboard and then proceed to delete the app.

Using our check-in functionality is a great way to get more from your lead capture experience. You can now import a list of invited people into your event beforehand and capture new walk-ins on the day - whilst marking them as having attended your event. This functionality adds an Attended Status to your records, which you can export this as part of your post-event data analysis.

Things you can do with check-in:

1. Import a list (csv file) of invited people before your event (in the Dashboard) 2. Mark people as having attended your event (in the App) 3. Amend contact details during your event (in the App) 4. Add records for new attendees/walk-ins to your event (in the App) 5. Export an Attended Status with your records post-event (in the Dashboard)

Show me how! Setup a check-in event in the Dashboard

Google Sheets 1. Login to the Dashboard and Create New Event 2. Click on the Track attendance toggle 3. Proceed to your form builder 4. Click Save & Finish

Show me how! Upload a list of invitees before your event

1. Afteryou'vesetup your event form, click on Upload a file to upload a csv file* containing the list of invitees 2. Next, you need to map your headings (the dropdown menu) to the corresponding form fields. For example, the column containing email addresses would be mapped to the email field in your form. Data thatisn'tmapped to your form will be discarded. 3. Then tap Next and youre done!

*A couple of notes on your CSV file

1. Your spreadsheet should be formatted with either of the following columns:

First name | Last name | Email | Any other columns that relate to your form fields

Full name | Email | Any other columns that relate to your form fields

2. In order for our system to read your CSV file, please use the following settings: - encode the file as UTF-8 - you can usually find this in the Save As dialogue box. - set commas as the delimiter (separator) - you do this in the computer settings:

Windows:

Mac:

1. In Microsoft Windows, click the Start button, and then click Control Panel. 2. Open the dialog box for changing Regional and Language settings. 3. Type a new separator in the List separator box [this needs to be a comma] 4. Click OK twice.

1. Go to System Preferences, click on Language & Region 2. Click on Advanced and set the Number Separators to a comma 3. Click OK.

Note: After you change the list separator character for your computer, all programs use the new character as a list separator. You can change the character back to the default character by following the same procedure.

Show me how! Add an Attended Status to a record in-App

1. Login to the app and navigate to your event 2. Tap the plus button 3. Type the attendees name 4. Select their name from the drop-down list or add as a new record 5. Confirm or add attendees details* 6. Complete the form (if applicable) 7. Done!

*Note: you can only check-in a record once. You may want to include a couple of test records within your CSV to check-in when testing your setup.

Tip: Using Extended Latin Characters

If you're wanting to upload a CSV spreadsheet that contains extended Latin characters (such as German characters), we recommend using for the most compatible formatting. To save a spreadsheet as CSV within Google Sheets, choose File > Download as > CSV. If you're still having issues with extended Latin characters within a spreadsheet, please email us!

You told us what you wanted - but did we deliver? Let us know how the new check-in functionality measures up to your expectations: [email protected]

A refreshed approach to duplicate records within Akkroo!

Duplicate records used to be displayed as versions in the Dashboard, but as of today youll see them as separate, unique records - and clearly marked as duplicates of others. This gives you more visibility and control over how your leads are processed; so that you can determine whether they should be treated as individual opportunities, merged with existing records or discarded.

Duplicate records are now also clearly labelled in-App, helping app users identify if a record has been captured before.

Duplicate records behave in the following way:

They're visible as an individual record in the listing view

They're labelled as a duplicate in the listing and edit view

They can be edited

They can be exported

They can be part of the data output for integration

The contact does not get sent a follow-up email (this is to prevent the same email address receiving multiple emails)

Show me! What a duplicate record looks like in the App

Show me! What a duplicate record looks like in the Dashboard

Why would I use badge scanning?

Scanning an event badge is a great way to speed up the data collection process. Often event organisers will supply a machine-readable code on an event badge, containing attendees contact information that they shared when registering for the event. Typically the event organiser or venue chooseswhat content is included in these badges, and for a fee, may letyou link it with Akkroo so that you can capture badge data in the app.

Where can I use badge scanning?

Badge scanning can usually be included at your event providing there is an API or developer kit available for us to use. It needs to be integrated with your Akkroo event form, which replaces the need to rent traditional badge scan devices from event organisers.

The provision of badge scanning can be different according to location; badge scanning is still an emerging market in Europe, while its often more readily available at large-scale events in the United States.

What types of badges can be scanned?

Event badges are available in a number of formats; these can include badges printed with barcodes and QR codes, plus those that contain NFC technology. We provide support for a range of badge formats.

What's an NFC badge?

Some badges may include an NFC chip. This means that app users with compatible devices* can quickly capture badge data with a contactless tap. For more information on NFC badge scanning, read article Scan NFC event badges with your Akkroo app.

*Smartphone compatibility: iPhone 7 onwards. Android devices vary, check specific devices at Unitag.io here.

What do I needto do to use badge scanning?

You'll need to have downloaded the latest version of the Akkroo app on a supportedApple or Android device. See which devices we support in the article, Which devices does Akkroo support?

How long does it take to get setup?

We need some time to work with you and the event registration (badge) provider to understand their badge system. There are a large number of providers and some do not provide scanning-compatible codes.

If possible, we ask that you inform us with at least a month's notice if you have an upcoming badged event, so that we can gather the right third-party information and provide the best service possible (in some cases, we may be able to assist much faster as some formats are more common than others). Please speak with your Onboarding Manager or Customer Success Manager to enquire about adding badge scanning to your event.

How much does badge scanning cost?

To integrate badge scanning with your Akkrop event, we need to access the badge API or developer kit. There will be an associated cost for this and it varies according to the registration provider.

Show me how! Scan a barcode badge

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1. In the App, go to your event form and open the badge scanner 2. Scan a badge, see a long code appear in the badge scan field and submit the record

Show me how! Scan an NFC badge

1. In the event form, navigate to the badge scan field. Click on the button, 'Scan'.2. Hold the device near an NFC badge, close to the area of your device that is capable of reading NFC chips.3. The associated badge data string will then populate the form field.4. Complete your lead and press Submit.5. Check that the lead has synced (notice the green circle on the lead). View the associated data fields in Edit View.

How a badge scan record looks in the app

1. Onceyou'vesubmitted your record, open your record again (now in edit view) where youll see mapped badge data in your form 2. View, edit and save your record as required 3. If there are any hidden fields that have been mapped to your form, tap show x additional fields to see these.

How badge scan records look in Dashboard

In the Dashboard, you can identify a record that has been created with a badge scan. Open a record and look for two things:

1. The Collection Method field will state Badge Scan 2. The Scan Badge field will include a large alphanumeric code, which contains the information that has been shared with the badging provider.

If you have any questions or would like to find out more about badge scanning, please speak with your Onboarding Manager or Customer Success Manager. For help or troubleshooting badge scanning, please contact .

Badges containing NFC chips are becoming increasingly popular, especially at large-scale events in the US. This is a development that we expect to see grow over the coming months and years and so, were incredibly happy to announce that you can now use the Akkroo mobile app to scan event badges with NFC technology!

This is great news for app users with compatible smartphones*as you can quickly obtain badge data witha swift, contactless tap - it'sthe fastest method of data capture yet.

NFC vs RFID: whats the difference?

Sometimes the terms NFC and RFID are used interchangeably, but there are some key differences between the two. Heres what you need to know:

NFC stands for Near Field Communication and is technically a type of RFID (Radio Frequency Communication)

NFC operates on a different frequency compared to other types of RFID

NFC is great for event badges because it uses technology that is already built-in to many modern smartphones* (whereas RFID requires additional hardware to be rented)

*Compatible devices

While many of the smartphones on the market now come with NFC technology built-in, its not yet ubiquitous. Most tabletsdon'tsupport NFC support yet (including iPads). Youll need one of the following devices to read NFC chips:

iOS devices = iPhone 7 onwards

Android devices = thereisn'ta set rule for this and so, support for NFC varies. We advise checking your individual handsets at Unitag.io (which is updated daily) here.

Handy tips for scanning NFC badges

Hold the device close to the NFC badge, within a few centimetres will suffice

iOS devices read NFC chips at the top of the device, while Android devices typically read NFC chips on the back (the exact location can vary according to manufacturer)

On very rare occasions, NFC readers may experience interference if you attempt to read a chip placed on a metal surface. Simply lift the device and badge away from the surface to fix the issue.

Show me how! Scan an NFC event badge with the mobile app

[email protected]

In the event form, navigate to the badge scan field. Click on the button, 'Scan'.

Hold the device near an NFC badge, close to the area of your device that is capable of reading NFC chips. 3. The associated badge data string will then populate the form field.

Complete your lead and press Submit.

Check that the lead has synced (notice the green circle on the lead). View the associated data fields in Edit View.

Do you have an NFC badge event in the pipeline? To get setup for your first NFC badge event, please speak with your Onboarding Manager or Customer Success Manager. For help and support, contact our Support team:.

If you use a CRM or MarketingAutomation software, you may wellbefamiliarwith the concept (and sometimes pain!) of working withduplicate records. We've outlined the different instances of duplicatedata and how this may work with your integration with Akkroo.

Duplicate leads in Akkroo

Akkroo uses the email address as the unique identifier in our integrations and will mark duplicatesbased on this. This is similar to how Hubspot approach this challenge.

We define a duplicate record as:

"A record that has the same email address as another record collected by the same app user, at one event"

When viewing duplicates in Akkroo, these will be listed as individual records.

How these records are pushed to your integrated CRM or Marketing Automation software is dependent on your chosen update rule for your event.

Replace existing data, including blank answers

Insert new leads and update existing leads (matched on email)

Insert new leads only

If you select one of the first two options, Akkroo will try to merge the data with your existing entries. If you select the last option, we will only try to create a new record.

What happens when the data reaches your system

Each of these platforms will have their own systems for determining and dealing with duplicate data.

Shouldyou choose only to create new records this could be impacted by your duplication settings in that platform, i.e. the record will not save.

If you have chosen to update existing leads, then you may be overwriting existing data. You will lose any prior notes.

You can start to build your form by adding questions. You can use common questions such as Full Name, Email and Gender without needing to make edits. Other field types like Checkboxes, Multiple Choice and Dropdown Lists will need to be completed with information relevant to your event.

1. Add a question to your form

To add a question field to your form, scroll to the bottom of the form and click on the Add a question button.

Select the field type that you would like to add to the form.

duplicate feature

2. Quick guide to question fields

Agree to emails: if you will be collecting the users email address in order to send them marketing emails, use this field to get their consent. They will need to check it to agree.

Autocomplete: if you have a long list of data butdon'twant to use a dropdown list, you can use this field type. When a user starts to type in a word that matches to options from the list, the closest words will appear to select from. This helps to keep data consistent for your export. Note: this will restrict the answers to the options you have chosen.

Checkboxes: the user will see all of the checkbox options without needing to click on anything. They can then check zero or more options depending on how you set up the field.

Date or Time: choose a format for the date and time field that suits your question.

Drop-down list: the user will click on the field to view the list of options. This is best use for a long list. Users are able to pick one or more of the options depending on how you set up the field.

Header: use this field type if you need to add a title or header to the form to split sections or make sure a user reads some information before filling out the form.

Link Collection: if you have PDFs, videos or other files that you want to be able to send to your customers, you can do so via the Link Collection field. This will also require creating a trigger email to send to the customer. View more about Link Collection here.

Multiple choice: the user will see all of the multiple choice options without needing to click on anything. The user will be able to select one option from a list of options.

Number: use this field for an question that requires a numerical answer.

Rating: this star rating field is a useful field to find out a users feeling about something. You can choose between 5 or 10 stars. Click More Options to enter a Minimum and Maximum label e.g. Very unlikely and Very likely

Signature: use this field to capture a signature via the user's finger or stylus on your device. This is useful to capture consent, acknowledgement of your terms & conditions, etc. View more about the Signature field here.

Scan a Barcode: use this field and your device's camera to scan a machine-readable code on the user's event badge, greatly speeding up the data collection process. View more about Badge Scanning here.

Scan Business Card: use this field and your device's camera to scan a printed business card, greatly speeding up the data collection process. View more about Business Card scanning here.

Text: use this field for a question that requires a text answer. You can use make the box larger by selecting Long Text.

3. Reordering question fields

Each field that you add is placed directly below the previous field. You can reorder the positioning of your questions within the form to create a better flow for your users.

To do this, just click and hold on the question field, then drag it up or down the form. The field will snap into its new position.

Please Note: the logo at the top of the form and the register button at the bottom of the form cannot be moved.

4. Best practice for creating your forms

To avoid any confusion or unwanted changes we recommend only editing one form at a time in the dashboard. If you need to copy aspects of another form you can use the, which creates an exact copy of any existing event.

Take a look at our tips on how to create forms to collect quality data at your events.

People filling out forms on devices can be compelled to answer required questions

Long forms with too many questions or long text to enter will put off users

When using the Agree to Emails field, remember that a tick is a positive statement, so avoid phrasing questions in a way that requires a tick for a negative answer.

For example:

Incorrect: I am not happy for you to send me marketing material

Incorrect: Do not check this box if you want to receive marketing material

Correct: I am happy for you to send me marketing material

5. Additional Options

Default values

Setting a default value for a field might suggest to users that they can skip that question because a value is already selected. Decide whether it is important for users to answer the question without influence.

Required questions

Only make a question a required field if it is essential that it be completed. You may end up with frustrated users and collecting inaccurate data.

Automatically Capitalise

You have the option to make any data entered by a user within a field capitalised. The best scenario for using this would be with postcodes.

Messages & Errors

You are able to use the Messages & Errors section of any field to offer instructions to the user when completing the field, as well as custom messages for when a field is incorrectly filled in.

When you are done adding questions to your form, click Save & Finish at the bottom of the page. It is very important to press this button, as if you skip this step, then any changes made to the event itself (on the previous page) or changes made to your form will not properly save. We also recommend you regularly save to ensure your work is not lost due to the session timing out.

We have a range of guides and tutorials within the Help Centre to assist you with using Akkroo. Here is the Quick Start guide for setting up a form.

Use theForm Builder to create and customise your data capture forms:

1. Create a new event

Log in to your dashboard. Click on the Create Event button.

Fill out your event name. You should also set an accurate start & end date to help manage your events. You can also customise your event if you need to check-in guests.

If you wish to embed your form on your website or share it with a URL you will need to enable sharing & web form features.

2. Customisethe look and style

In the Form Builder, click on the title toolbar at the top of the form, or click on the 'Customise Colours' button above the form.This will open the colour menu. Select your chosen colours for both the background of the form and the font. These can be set to match your corporate brand guidelines.

Upload and add your own artwork to your form. This can either be in a 'banner' format at the top of your form (eg. your company logo) or a full-page splash screen that is visible before the form.

Select Add a branding image and then either upload the Full Branding Page (768px wide x 944px high)or Branding Banner (720px wide x 320px high).

3. Add and reorder questions

To add questions to your form, click on the Add a question button at the bottom of the form. Choose from a selection of question types and customise them as needed.

To reorder your questions, click on a question field and drag and drop to another position within the form.

When you are happy with your form, click Save & Finish at the bottom of the page. It is very important to press this button, as if you skip this step, then any changes made to the event itself (on the previous page) or changes made to your form will not properly save. We also recommend you regularly save to ensure your work is not lost due to the session timing out.

Once your form contains data it will be locked preventing further editing, this is to ensure the existing data is exported in the correct format.

If you need to make adjustments to your form you can do so using the following steps depending on whether it contains test data or live data:

1. If your form only contains test data

From the dashboard, open the event you wish to amend.

Once in the list navigate to the 'Actions' menu and select 'Empty data' from the drop-down.

2. If your form contains live data

If you have already begun to collect data in your event that needs to be saved, we recommend duplicating the event and editing the copy.

From the dashboard use the tick box on the left-hand side to select the form in question.

Then using the 'Actions' menu, select 'Duplicate'.

This will create a new event in your list of open events, the title will begin with 'Copy of', you can rename this by opening and editing the event.

You can then 'Continue' to make changes to the questions on your forms.

Better event management with Collections & Event Hiding

Use ourevent management featuresin the dashboard tomanage groups of events in your apps and dashboard, and control what your app users see in the Akkroo app. These event management features are available to try andavailable on a range of our plans. Note: The "Collections" event management feature is only available on the native iOS and Android apps. It is unavailable on the web version of Akkroo.

Using Collections to Group related events

Switch to the collections view inside the dashboard to take advantage of the new feature. Collections show up inside the app and dashboard.

The collectionsyou create in the dashboard appear inside the app when you create your first Collection.

Show and hide draft or prepared events inside the app

Using the switches alongside the events in the dashboard, you can change their visibility inside the app to either; Visible, Hidden. Hidden events won't be visible to your app users but will still be synced to the app. This is best used for forms you have pre-built for future events and will stop data accidentally being collected on the wrong form.

For events that have passed or you no longer need, we recommend archiving them; unlike hiding this will prevent them syncing to the app.

How to create new Collections

1. Select the Collections tab

2. Tick the boxes of the eventsyou'd like to add to a new Collections

3. Select Actions in the top right and click Move to Collection 4. Click Move to Collection and then you events will appear in their new Collections view

As soon asyou start collecting data for an event, you will be able to access, download and export the data.

Note: Once you start collecting data, you are unable to make changes to the form itself. Please see How to edit a locked form for more information.

1. Login to your Akkroodashboard.2. Click on the event that you want to export data from.

here

3. Click the blue export button, and select export now to quickly export in XLSX or to choose your preferred file type,select customize.

4. Select either Excel or CSV. If you wish, you can also set a file name.

5. Hit Save & Export Now.

Learn how to customise your export, or to have this feature enabled on your account, contact your Account Manager.

Every form has a set of preferences, to get access to them, click the Settings tab in the upper right-hand corner of the preview pane. The form preferences panel will appear with a number of settings.

1. Arrival message

When using a check-in event that allows unregistered attendees to sign up at arrival, the wording on the initial landing screen can be a question. e.g. Welcome! Have you registered before?

2. Success message

Once an attendee has checked-in or submitted their details, the text used on the following screen can be edited. e.g. Thanks for registering!

3. Done screen title

This is the toolbar along the top of the Done screen, visible to the user immediately after they submit their form.

4. Pop-up window contents

This is the content that shows when a user clicks a pop-up window link. To create a link within a question title, use this format {{example}}.

Example:

In the form - Yes, I agree to your {{Terms & Conditions}}.

In the pop-up window - copy and paste your company Terms & Conditions into the window in the settings page.

You will need to view the form in the app to view the pop-up window. For web forms, clicking on the highlighted text will create a text box at the end of the form.

Setting up a pre-registration form allows attendees to register for an event using their name and email address, ready for check-in on an Akkroo guest list and app. You are able to customise the web form by asking additional questions after check-in.

Setting up pre-registration events

When creating or editing an event, scroll down to the section "Event features" and use the slider to enable Track Attendance. This will allow you to upload a spreadsheet of pre-registered attendees for an event. You can also enable Setup online pre-registration, meaning that users can pre-register themselves via web form.

Set an end for pre-registration

This will set a date and time that pre-registrations will close. No further attendees will be able to register via the form after this date.

Set a maximum number of pre-registrations

If you only have a certain number of spaces available for your event, you can put a limit on the number of registrations. When this limit is reached the form will close and no further registrations can be made.

Press Continue at the bottom of the page to move to the form builder.

Customise your success page message for pre-registration events

You are able to create your own custom success message when someone completes the pre-registration form. To do this:

In the form builder, click on Settings at the top right hand corner, then customise the Pre-registration Success Message.

When done, press Save & Finish at the bottom of the page.

When creating new users in Akkroo you will need to set a permission level for them.Find out how to manage your team below!

Dashboard User Levels & Responsibilities

Permission levels for dashboard users can be set by accessing Team > Dashboard Users > Invite a new user, and then selecting the Permissions drop-down. Permission explanations are also shown on the right.

Restricted

Users with restricted access can view events within the dashboard without being able to edit or export the data. This could be useful for a member of the Sales team who wants an overview of the entire event.

Normal

Normal users can create new events or duplicate existing templates. They will also be able to export data from the dashboard. This would most likely apply to a member of your marketing team who helps manage data post-event.

Account Owner

These will be the main point of contact and have overall control of the account. Account owners can create templates, manage company details and add or remove users from the dashboard.

App User

App users will normally be Sales representativeson the floor at your event. If they have the account login details they will be able to view and complete forms from an iPad or another portable device. They will be unable to access information about the event other than the data they have collected.

Account security

The account is managed by individual users who make themselves known during the presales/ on-boarding process; these users will be assigned as Account Owners.

To add or update any account information we need the verification of one of the named Account Owners, so its important to keep us updated with any changes to your team.

We can add new account owners only with the express permission of a current account owner. If a new user requests access,we will reach out to the current owner via the email address on file to confirm access.

We recommend providing at least two points of contact who can authorise changes on the account.

Providing App Login details

Understandably sometimes people forget login details and might get to an event and not be able to log in.

In the interests of security, we are unable to give out login details over the phone; We will email one of the account dashboardusers (doesnt have to be an owner) on file to provide the information.

Alternatively providing an Account Owner can verify your identity, we can email the details to the requester (with a company domain email address).

Naming your devices

Every record collected will have the ID number of the device it came from, however if you have lots of devices this can be hard to keep track of. Naming your devices is great to way to prepare ahead of an event and ensure everything has been synced.

From the dashboard, navigate to the Team menu on the left-hand side and select Devices.

Here you will see a list of all the devices that have synced to your Akkroo account. You can match this to the device ID displayed in the Help section of the app.

Choose "Edit Device Name", at the top of the page, to edit a device's name. Once happy with the name, press "Save Changes".

For example, you may use numbered stickers on your iPads as a way of tracking company inventory. You can update the device name in your dashboard to the same number or to the name of the Sales person who is using it. Alternatively, a Sales agent may have an iPad as well as an iPhone to capture leads, and a custom device name would be helpful for identification purposes.

If you select a device and press "Actions" at the top right, you will be able to remove the device from the list.

Please note a new device ID number is generated every time the app is reinstalled on a device.

Create new dashboard users

Within the dashboard, you are able to create new users with various levels of access to your Akkroo account, via the 'Team' button on the side panel.

You will land on the dashboard users page where you can view your current users and their level of access. This is where you can also invite a new user.

Upon clicking the Invite a new user button, enter the full name of the new dashboard user, an email address, and an appropriate user role under the Permissions dropdown (these are explained in more detail on the right side of the page). You also have the option to send out welcome instructions as well - to do so, you'll need to tick the box 'Send them a welcome email containing account details and a link to activate their account' at the bottom of the form.

Create new app users

Working with multiple users in the app is the perfect way to track all the data collected back to a particular user or Apple device. This is extremely useful when incentivising staff or monitoring activity.

To setup different app users via the dashboard:

Log into the dashboard and select 'Team' on the side panel.

Click on 'App users' on the side panel below 'Team'.

Click Create New App User to create a new user.

Enter the full name of the new app user and an email (with the option to send out installation instructions as well - to do so, you'll need to tick the box 'Send out the App Guide & Installation instructions by email).

When creating an app user, they will be initially randomly assigned a 5 digit passcode, but this can be customised if need be.

You can also remove app users on this screen by selecting 'Remove App User'.

Pre-event

It's always best to check your device is connecting to your dashboard shortly before your event starts. You can use the sync option in the Help menu to test this. You can check our pre-event checklist for advice on this.

You will only be able to sync data when you are connected to an internet source.

Best conditions for a sync

A stable private wifi connection (like in your home or office that will require a password) is optimal for syncing.

If you are using an open wifi hotspot, event wifi or a mobile connection (4G) and it seems to be taking a while to sync your records try switching to one of the preferred connections above.

Checking what has and hasnt synced

In the records view you will be able to see what has successfully synced and what is still waiting to go through to the dashboard.

A singular clear dot means the device is in offline mode and the records has not yet attempted to sync. A green dot indicates a record that has successfully synced.

To trigger a sync simply pull your finger down the screen in the records view.

How to force a sync

The app will continue to attempt to sync records whilst the app is open and in use, however you may want trigger a sync manually. This can be done from the help menu in app.

NOTE:Do not delete the app unless you are certain all data has been synced from the device to the dashboard. If you delete the app when there is unsynced data on the device, you willbe unable to retrieve the data.

Still having trouble? Contact us ASAP at [email protected]. If you have tried the steps above and are still having trouble contact us ASAP. Contacting us a while after the event may mean wedon'thave enough data to thoroughly investigate.

Enabling sharing & web forms allows you to embed your form on your website or share via a publicly accessible URL.

They work both on mobile and desktop browsers making it easy for users on all types of devices. However, the badge scanning, business card scanning and signature field question types are not supported on web forms.

When setting up or editing your form, adjust the slider to turn on sharing of the web form.

http://www.mywebsite.com/form.htm`

Using web forms

1. Click on your event and select Add this form to your website

2. You will need to select your colours for your web form as any styling that you selected in the form builder will not be pulled through for the web form. Do this by using hex codes that match your branding and the page that you are embedding the web form in.

3. If you would like the form to reload once completed tick "Return to the form after seeing "thank you' page. This will cause the browser to return to a blank form 5 seconds after a registration is submitted.

4. Copy the link to share the form, or copy the embed code to add it to your website

Setup a web form with an automatic redirect

If you can embed the HTML code into your CRM or website, tick the custom thank you box, enter the URL of the page the form will be hosted on and embed the code. This will mean when you submit the form it will redirect back to the page the form is hosted on.

Note: the ability to redirect a lead to a designated "thank you" page after filling out a web form is only supported when you use the embed form HTML. It is not supported with the use of the shared link.

Setting up an embed code

1. create a blank HTML file (template looks like this):

<!doctype>

<html>

<head>

<title>Your Form</title>

</head>

<body>

<!--Place Akkroo embed code here-->

</body>

</html>

2. Generate the webform, setup the thank you page URL as the final URL where this page will be hosted e.g. http://www.mywebsite.com/form.htm

3. Then replace the <! Place Akkroo embed code here --> with the embed code

4. Save the file as (e.g.form.htm) and upload it so it appears online as in the example (e.g. at `)

5. Pressing submit will get it to return back to the same page

Bringing an improved reporting experience to app users!

Show me how! Report an issue directly to our Support team

In the app side menu, go to 'Help'

Tap on the button 'Get support'

Complete the short form, adding your Name, Email and Message. If you're logged in as an individual app user, you'll find that your name and email will be pre-populated (if you're logged in as a shared app user, you'll need to enter this information manually).

This way of reporting issues replaces the previous method, where app users were simply prompted to compose an email. Instead, this new form automatically directs enquiries and reports to our support management system, with the tickets including information we need to diagnose app issues - ultimately, helping us to deliver solutions more quickly.

[email protected]

If you have any questions about this feature, please speak with your Customer Success Manager or contact support: .

To ensure GDPR compliance, it's always good practice to get into the habit of recording proof of consent.

A popular way to do this is by providing an Agree to Emails checkbox, however this can cause confusion depending on whether its an opt-in or opt-out contract and therefore delegates are often unaware they have actually agreed to something.

If you ever need to collect proof of consent or just have a delegate sign on the dotted line, then an e-signature is a great way to demonstrate consent. Here's how you can use the Akkroo Signature field.

Have a question? Contact us at [email protected]

Show me how! Add a Signature field to your form

1. In the form builder, click on 'Add a question'

2. Select 'Signature'

3. Configure your field, naming the question and adding any logic

4. Save the form

this

Show me how! Collect a signature in your form

1. Navigate to the event form and tap the Signature field box, 'Tap to sign'

2. Sign your name using either your finger or a stylus

3. Submit the new record

Show me how! View and edit a signature in your form

1. Open your lead (so you're now in edit view), tap on the Signature field

2. You'll see a popup menu that asksDelete or Redraw. This will either remove the signature and show an empty field (as in delete) or show a blank canvas screen where you can sign your name again (as in redraw).

Show me how! View a Signature in the dashboard

Once you've collected and synced your data back to the dashboard, you will be able to view the signature by clicking on the lead's contact record.

1. Access the event in question, via 'Events > Open'.

2. Click on the lead's name to view their record. Scroll down to view their signature.

Exporting and storing signature data

The signature is stored in Base64 format, this means the image is saved as a string of code rather than a photo file, making the data easier to store across a range of different platforms. This can be stored in your CRM tool as a text field.

Here are the main points to bear in mind:

- These can be fairly long strings of characters, so if you are entering this into your CRM, ensure your text field is notlimited by characters or has enough space.

- If you use an online decoding tool to view the image, set the file type to svg -- you can use one like .

- Base64 is a widely recognised method of storing images and can be viewed may ways, including via your browser.

If you wish to convert the signature back to an image before storing it, we would recommendconsulting your IT or development team who will be able to advise you further on this.

We've compiled a list of the 10 most frequently encountered issues that our Support team helps guide customers through. If you find yourself needing help after reading the suggested solutions here, please reach out to us at [email protected]

1. App Quick Fix Guide

2. Dashboard and App Login Issues

3. Forms are not updating in the app, or leads are not appearing in the dashboard

4. Business card is not transcribing

5. Badge scanning - lead record is not populating after a scan

6. Eventwon'tshow at all in the app

7. Logic is not working on forms

8. Follow up email is not sending

9. Campaign is not loading in an event drop-down

10. Integration error messages in Logging > Integration

1. App Quick Fix Guide

If youre having any app issues (e.g. sync issues, app running slowly):

1) Check our Help Centre article to ensure that your device is compatible: Which devices does Akkroo support

2) Switch to a different internet connection, preferably wifi, to see if the issue persists. If youre at a large event with public wifi, the wifi may be bogged down due to the number of concurrent users. In this case, please try switching to a cellular internet connection.

3) Ensure that you have the latest version of the Akkroo app installed. You can check this by searching for Akkroo on your app store. An update button will be available if your app is not up to date. Press this to install the latest version.

4) As a last resort, you can try logging out and logging back in, or uninstalling the app and reinstalling. However, please note that any unsynced leads will be lost if you proceed with these steps. If you have unsynced leads on your device, we recommend contacting [email protected] if you are still having app issues.

2. Dashboard and App Login Issues

You will login to the dashboard with a username (email address) and an alphanumeric password. For the app, on the other hand, you will login with a username that is of the format companyname.individualname with a 5 digit numeric passcode. If you do not remember your dashboard or app login details that were emailed to you, or if you are locked out of the app, please contact an account owner of your company, or contact [email protected].

If you do know your app username, but have forgotten your 5 digit passcode, you can tap on the Forgot passcode? link in the app to be emailed your passcode*.

*If your company uses the shared app users feature, then this cannot be done, as different app users will share the same username for login. Please contact an account owner of your company if this is the case.

3. Forms are not updating in the app, or leads are not appearing in the dashboard

If you have made changes to an event form but its not updating in the app, please try to force sync the app by pulling down your finger on the events page. If you do not see that the app has synced, please see the App Quick Fix Guide above. In addition, if you have a form currently being edited in the app, please clear the form, as changes to the form cannot be pulled while the form is being edited.

If you have collected leads on the app but they are not appearing in the dashboard, please try to force sync the app by pulling down your finger on the events page. If you do not see that the app has synced, please see the App Quick Fix Guide above.

4. Business card is not transcribing

If the business card image does not appear in the dashboard, on the lead profile, please try to force sync the app by pulling down your finger on the events page. Note: the business card photo is a high-resolution image, which requires a stronger internet connection for successful syncing (compared to syncing text data).

If the business card image DOES appear in the dashboard, but no transcription has been done, please keep in mind that transcription takes 3-4 hours on average, and can take longer during busy periods.

5. Badge scanning - lead record is not populating after a scan

Ensure that you are scanning the correct badge code. If you are testing a badge, you may have an exhibitors badge which has 2 codes, only one of which will be processed by our software. You may wish to cover the other code with your hand so that youdon'taccidentally scan it.

Switch to a different internet connection, preferably wifi, to see if you can then populate a lead record after a scan. If youre at a large event with public wifi, the wifi may be bogged down due to the number of concurrent users. In this case, please try switching to a cellular internet connection.

6. Eventwon'tshow at all in the app

Check to see whether the associated event is archived, by accessing to Events > Archived in the dashboard. Archived events are not shown in your apps and web forms.

Check to see whether the associated event is a template by accessing Events > Open in the dashboard. As you can not collect data on an Event Template, they will not be visible within your app.

Check the events visibility toggle by going to Events > Open in the dashboard. If the visibility toggle is greyed out, the event will not be visible in the app.

7. Logic is not working on forms

Check the case-sensitivity of your condition and answer. For form logic to work correctly, the condition and answer need to match exactly, to include upper and lower case. In the example below, the condition and answer are not an exact match, so the conditional question will not appear on your live form.

Logic is based on the answer value, not the label value. For example, in the case of a link collection question, the logic is related to the answer value (URL).

8. Follow up email is not sending

If you have enabled conditional emails, check to see that the condition for Only send an email when is logical. In the example below, the follow-up email will only send if the true or false checkbox question, Yes, I would like to receive more information via email is checked. The possible values are true or false (without quotes, all lowercase). If you use another type of question that does not use a true or false value, the follow-up email will not send, as the condition will never be triggered. As with form logic, email logic is also case-sensitive.

Ensure that a valid email address is listed under Email address for replies.

9. Campaign is not loading in an event drop-down

If your campaign does not appear in the mapping drop-down within the integration setup for an event:

Check to see if your campaign is active within your CRM.

Check to see that you have setup your integration with the correct environment credentials. For example in your CRM, you may have a production environment and a Sandbox environment, with your specific campaign being in the wrong environment.

If youre using the campaign search box but are not getting results, please type in the entire campaign name from start to finish, or search for the campaign ID.

If NO campaigns appear in the mapping drop down at all, try to disable SSO (single sign-on) for your CRM.

10. Integration error messages in Logging > Integration

If, after a lead is captured, the lead is not successfully sent to your integrated CRM, you'll see an associated error message in the dashboard; go to Logging > Integration. Here is a table of common error messages and their meanings. If you are still not sure of why an integration failed for a particular lead, please email

Integration Error Message

Meaning

Required fields are missing/

Value for required field not specified

Your CRM requires that a certain field must have a value in it within the lead record. If you are using Business Card Scanning, then you will see this message before the card has finished transcribing.

Contact already exists

The lead already exists in your CRM and you have your event integration setting to be Insert new leads only under Behavior.

Cannot deserialize instance of ___ from VALUE_STRING value

The format of the value being passed to your CRM is incorrect. For example, Akkroo could be passing an alphanumeric string to your CRM for a certain field, but for that field your CRM expects an integer or float number.

Multiple lead match lookup criteria

There are 2 or more leads in your CRM with the same key identifier values (e.g. name and email address) and your CRM does not know which lead to update.

Using the Signature field.

Introducing our new Signature field!

Add signatures to your leads as a way to confirm a prospects consent and boost your double opt-in measures. Now available in the form builder, the new Signature field can be built into your forms in the dashboard, empowering sales teams to record signatures in the app with a stylus or finger. Read on to find out more about what you can do with the new field and where the data fits within GDPR.

What you can do with Signature field

Add a Signature field to event forms in the dashboard (and make it a mandatory field)

View and edit the signature in the dashboard (providing youre an authorised logged-in dashboard user)

Sign your name in the app using either a stylus or finger

View the signature in app edit view, where you can also re-sign and delete

Map Signature fields to your integrated CRM and Marketing Automation software. The data will be sent as an image URL (string data)

Export Signature fields as an image URL

What this data means under GDPR - some key points to note

The Signature field can be used record consent from your leads. Use it to confirm that an individual has agreed for an opt-in checkbox can be ticked on their behalf.

In this context, we do not consider data acquired from the Signature field to be sensitive, and in this form, it could therefore be processed with your other lead data without the need for any specialised sensitive data policies. Depending on your own usage, we advise customers to conduct their own data sensitivity assessment before using this feature.

Signature data from this feature shouldnt be used to uniquely identify individuals. If used in this way, the data could be considered as sensitive and depending on your locale you may need to enforce additional sensitive data handling policies; for example to remain compliant under GDPR.

If you have any further questions on this, feel free to approach our privacy team at [email protected].

For instructions on adding a signature field to your form, and collecting a signature field in the app, please see

Our latest Dashboard update brings greater visibility around the field mapping process.Improvements to the interface help by providing instant feedback on whether field data types match and if you've accounted for all the mandatory fields in your integration. In the Dashboard,you'll now see: Data type* displayed as a label next to each form field *Data types can be one of the following:

String

Number

Boolean

Date

Icons indicating whether data types match or not An alert if your CRM or Marketing Automation software has mandatory fields that haven't been mapped to aform field in Akkroo (unique to your individual set up)

[email protected]

In some cases, you can still pass mismatched data types despite the mismatch warnings shown on this page. For example, you can pass an Akkroo number data type into your CRM's string data type.

For questions about this feature, chat with your Customer Success Manager or email for help.

Were happy to announce the launch of our latest app version 4.6.1 introducing the ability to view and edit badge scanned data in-app!

This is exciting news for app users because it means better visibility around badge scanning. Previously, app users were very limited in terms of being able to see what information had been captured from a badge and whether it was accurate.

With our latest app update, you can now open a lead in edit view and see badge scan fields presented in the form - where the data can also be edited. Any extra fields can be found in the expandable show x additional fields section.

The ability to edit this data is reliant on badge fields being mapped to those in your form; your Customer Success Manager will be able to help with your pre-event form setup.

Show me how! Scan a badge

[email protected]

1. In the App, go to your event form and open the badge scanner2. Scan a badge, see a long code appear in the badge scan field and submit the record

How a badge scan record looks in-App

1. Onceyou'vesubmitted your record, open your record again (now in edit view) where youll see mapped badge data in your form2. View, edit and save your record as required3. If there are any hidden fields that have been mapped to your form, tap show x additional fields to see these.

How badge scan records look in Dashboard

In the Dashboard, you can identify a record that has been created with a badge scan. Open a record and look for two things:

1. The Collection Method field will state Badge Scan2. The Scan Badge field will include a large alphanumeric code, which contains the information that has been shared with the badging provider.

Does this improve your badge scanning experience with Akkroo? Let us know when you next speak with your Customer Success Manager or contact

If you need to record additional information that's too long for a note, or simply want to put a name to a face, the camera field is a great addition to your form!

In the Form Builder select the Take a Photo field.

follow-up email!

Record extra notes

The business card scanning field is great for capturing contact details, but won't be able to capture any other kinds of information. This is where the camera field can be really useful.

If you have additional paper notes or supporting documents, simply attach them to the lead as a photo. Please note that any text will not go through our transcription service.

Remember a face

Tap on the photo field in the form and take a snap of their face! You can view the image from your Akkroo dashboard. This works great for event based competitions too, you can even send them the photo in a Tapping on the photo that you've taken brings up additional options to delete or retake the photo, as shown below:

Add notes to records in theapp

You now have theability to add notes/star to the last 5 records that have been collected on an individual device, after it has been collected from within the App.

This functionality already exists within the online Akkroo dashboard, however we're very pleased to say it is available inboth online or offline, within the App itself.

Submit an Akkroo form

Hold the Wi-Fi icon in the top right and drag it to the left

A statistics panel will appear withyour most recent registrations displayed at the bottom

You now have the ability to star and/or add additional notes

Add notes to records in the dashboard

How to easily tag sign-ups with a 1 to 5 star rating and add notes to the profiles of individuals you wish to recall later. Perfect for identifying hot leads or persons of interests.

Log into the dashboard

Select the event and then pick the delegate you would like to add notes/star

At the top of the page is the ability to star (5 max) the delegate within the profile card

At the bottom of the page is the ability to add additional comments to a delegate

All information added is displayed in the exported spreadsheet

Enable the camera

When you have the camera or business card scanning feature within one of your Akkroo forms, you device will ask you to allow Akkroo to use the camera for this purpose.

If you accidentally tap Don't Allow, don't worry - you can switch this to allow Akkroo to use the camerawithin the device settings.

iPAD

Open your iPad Settings.

Scroll down to Privacy and tap on Camera.

You will see a list of apps that have requested access to the camera on your device. Make sure the Akkroo option has the slider to the right and shows green.

iPHONE

Open your iPhone Settings.

Tap on Privacy and then on Camera.

You will see a list of apps that have requested access to the camera. Make sure the Akkroo option shows green.

Turn off Auto-Correct

Sometimes the settings on Apple devices are at a default where Auto-Correction is turned on for the devices and in turn, the apps. This can cause some problems when entering in details into fields in a form e.g. entering an unusual full name.

To turn off the auto-correct for the Akkroo forms:

1. On your device, tap on the Settings app.

2. Tap on the General menu.

3. Next, tap on Keyboards.

4. Next, tap the Auto-Correction toggle so that it moves to the left and is no longer green. This function is now turned off.

N.B. Marketo are currently rolling out a change of product terminology as such, you may see "Person/People" in place of "Lead/Leads" in your Marketo system.

What is the Marketo Leads integration?

Using the Marketo Leads integration, you can instantly createor update Leads insideMarketousing the data collectedin Akkroo data capture forms (on the app or web forms).You can sendany text or selection data from the Akkroo forms you create.

What theintegration cando:

Where an email doesn't exist in the Lead Database, the integration creates a brand new LeadsinMarketousing information fromAkkroo form (app or webform)

The data is passed to Marketoin real-time

Update the status of people inside events (Smart Campaign Events) using Akkroo's check-in functionality

Whatthe integration cannotdo (yet!):

Create or update other Custom Objects

Handle inbound data

Effectively, the automation carries out this activity automatically on your behalf:

Marketo's Guide to Creating A Person

here

Steps: Setting Up the Marketo Leads integration

You need to contact support ([email protected])or your account manager to turn on this Marketo integration feature for your account before you can follow these steps.

1: Initial Setup - Enable API access inside Marketo

Open the Admin drop down in the menu tree within Marketo, select Security > Users & Roles.

Create a new role. In Role Name enter "API Role". Make surethe Read-Write Lead check box is checked (it may also be calledRead-Write Person).

From the Users menu, choose Invite New User menu option.

In the pop up window that appears, fill in "Step 1: Info" with the user's personal details, using an email address you have access to, then press NEXT at the bottom right. In "Step 2: Permissions", ensure that the permissions are set as shown in the image below. "API Role" and "API Only" should be checked.

Under "Step 3: Message", press SEND at the bottom right.

Open the Admin > Integration > LaunchPoint page inthe navigation tree area within Marketo.

From the Installed Services tab, select New > New Service.

Complete the form as shown in this image. Ensure Service is set to Custom and API Only User is the newly created API user, using the email you added a moment ago. .

When the new service has been created, tap View Details.

Take note of the Client Idand the Client Secret. These will be needed at a later stage to add inside the Akkroo Dashboard. Press Close.

Go to Admin > Integration > Web Services in the tree navigation within Marketo.

Take note of the Identity URL and the REST Endpoint URL as these will be required at a later stage within the Akkroo Dashboard.

2: First Run - Now set up the Marketo Leads integration inside Akkroo

You need to contact support ([email protected]) or your account manager to turn on this Marketo integration feature for your account before you can follow these steps.

Open your dashboard, and choose Settings > Integrations from the main navigation. Tap the Add new link.

Select the Marketo icon and tap Add. (If you don't see this icon you need to contact [email protected] to enable it on your account. Integrations are a paid-for feature).

Using the details you've collected from Marketo in Step 1, enter your Client ID, Client Secret, Identity Service URL and REST Service URL and tap the Get Auth URL link, then after, press the Authorise Marketo button.

First run setup is complete. Your account is now ready for you to setup individual events, which should create new Marketo leads.

Using the Integration: Create or update new leads automatically in Marketo

You will need to repeat this step of the process for each event that will create new Marketo Leads. Alternatively you can duplicate and modify an existing event where the Marketo integration has already been set up.

Choose an event from your dashboard, and click into it. From the options, select the Setup integrations button.

From the options, choose Marketo.

Next you'll need to decidewhether you want us to replace existing data inside Marketo.

If business card scanning is enabled on your account, you're able to determine which source should be used to fill a Marketo Lead Property if the transcription and the form send different values to it.

It's time to map your fields between your Akkroo event and Marketo leads. Tap Edit field mappings to start making the changes.

In the left column are fields from your Akkroo event form. The right column are your fields in Marketo. Fields set to Unassigned will not be filled with any Akkroo data.

And that's it! When you collect data using the app or web forms, the new leads will appear in Marketo automatically, and the Marketo Lead details will be filled using data from the Akkroo form.

Update someone's status inside a Smart Campaign Event

In Marketo setup a custom field to identify records sent through by Akkroo. This can be a set field specific to Akkroo or just a campaign ID field. Make sure this field is also in your Akkroo form and mapped correctly for the event.

In Marketo select the smart campaign you wish to use and start a new flow using your custom field as the filter.

This can then be used to trigger any workflow as desired, for example updating a leads program status.

You can find out more about using Marketo Smart Campaigns .

Questions & Related Tasks

Can I update an existing Marketo contact by submitting the same person's data twice?

Yes, as long as you have the integration within the Akkroo dashboard set to one of the two "Replace existing data" options.

Please note, Marketo uses its own, separate method of checking for duplicates which we do not mirror - this could impact the updating of leads.

How fast will my leads appear in Marketo?

Usually a few seconds after they appear in the Akkroo dashboard.

Can I create or update contactsinMarketousing this integration?

Yes, when setting up anAkkroo integration you'll be asked "Do you want us to replace existing data inside Marketo?"...you can then select whether you'd like to replace existing data.

For more information, let us know at [email protected].

Can I create ldeas in Marketo when using check-in functionality?

It's only possible to create new contacts from data capture events.

Can I map multiple form questions to one field in Marketo?

Yes, it is possible to update one Marketo field with the data from multiple form questions. For example, you may have split products out into categories but only have one Marketo field for these.

How does this feature work when my devices are offline?

Leads are queued to be added to Marketo as soon as the data synchronises to the Akkroo dashboard.

Can I use the same integration over multiple Akkroo accounts?

You must setup an independent integration link for each separate Akkroo account. A cost will apply for each additional account thatneeds an integration.

Can I import the data that I collected before I set up the integration on an event?

You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.

How do I disable or remove an integration from an event?

From the Integrations screen for the event, under the Marketo row, select Remove Integration.

What is happening to special characters in email addresses?

Email addresses containing special and accented characters are rejected by Marketo (Akkroo does not modify any data when saved or transferred to third-party services).

The business card scanning feature captures images of your business cards including name, email address, company and additional contact info.

Business card scanning is currently available on iOS and Android. While business card scanning to get the best results we recommendyou usedevices that have a flash and a higher camera resolution. Eg. iOS 9or above and iPad Mini or iPad 3 (or above). You may also want to look at our Business Card Tips article.

Enabling the camera on your device

When you have the camera or business card scanning feature within one of your Akkroo forms, you device will ask you to allow Akkroo to use the camera for this purpose.

If you accidentally tap Don't Allow, don't worry - you can switch this to allow Akkroo to use the camerawithin the device settings.

To enable the camera, see Enabling functionality on your device.

Using the business card scanning camera

To start scanning:

Make sure that you havelocked your device in portrait mode.

drop us an email

If possible connect your device to wifi. If you are using it offline, remember that no data or images will sync until you are connected to wifi again.

Tap the camera icon when you want to scan a business card. The camera will open. Position the camera in front ofthe card so that the edges of the card remain in view.

4. On the native iOS or Android app, the camera will automatically detect, focus, and allow you to capture the business card. Take the picture by pressing the shutter button.

Once the business card is captured and the data has been synced to the dashboard, recognised information from the card will be transcribed. The fields that will be transcribed are Company Name, Full Name, Job Title, Email, Phone, Website, and Address. The data will become viewable in the dashboard after a period of time.

If you have set up a trigger email, this will be sent out as soon as the transcription has been completed and the data is back in the Akkroo dashboard.

Sync data to the dashboard

Data (including the images) will need to be properly synced to your dashboard for the transcription to occur correctly.

If you are not sure ifyour images have fully synced, you can view the progress within the app.

1. Open the event within the app. 2. Tap the door symbol to see the event overview (at the top right corner), then select the status page. 3. You will see 'Records to be synced' and 'Images to be synced'. 4. If the 'Records to be synced' number is more than 0, then connect to a strong wifi signal and sync your device again. Leave the device connected so that the images can be uploaded to your dashboard in Akkroo.

If you are still having troublesyncingall of your data, check out our syncing tips article.

Scanning tips

1. Once you have successfully taken the photo, you will see a cropped version of that image as a preview within the Akkroo form.

You can tap the image to open a full-size preview or hit the trash icon in the top right corner to take a new one.

2. Business cards vary in size, colour, and style, so consider these tips for optimal results:

The automatic capture feature works best when business cards are placed on a contrasting background. Place light cards on dark backgrounds and dark cards on light backgrounds. This setup is particularly important when using older iPads or iPod Touch devices with lower resolution cameras.

For glossy cards, tilt the phone at an angle to avoid glare from the flash.

3.When using the business card scanner within the Akkroo app, it does not matter which orientation you use to take the photo - either landscape or portrait, provided that the photo you take is a clear one of the business card.

4. Transcriptions can prove problematic if there is a shadow over the card or the image is not focused and very blurry. Try to take the best photo possible in order to receive the most accurate data.

If you'd like to know more about business card scanning at your next event please and we'll be happy to assist.

After you have set up your first event, install the app on your device to view it.

You will need:

Your devicewith all recent software updates

A good Wi-fi internet connection

You will only need to perform this process once per device.

Apple iPad, iPhone & iPod touch

On your device visit the App Store and search for Akkroo.

go here

Download the app with the bright blue icon andsign in using your Company Username and 5 digit App Passcode. Find these by logging into your dashboard and accessing Team > App Users, or by asking your account owner.

Android

On your device, visit the Google Play Store and search for 'Akkroo' or .

Download the app andsign in using your Company Username and 5 digit App Passcode. Find these by logging into your dashboard and accessing Team > App Users, or by asking your account owner.

Log out of your account

If you need to log out once signed in you can do so by navigating to the settings menu, where you'll see the option to "Lock now." Select that to log out to the password screen.

Please note that if you log out of the app, you will lose any unsynced leads.

Your Akkroo manager will have configured each event ahead of time depending on what kind of environment on the show floor & who will be using the app.

This means that some control may appear or disappear depending on how its been configured. Weve put together a brief guide to explain the functionality available and when youll be able to use it.

When you select an event from the main list you'll land in the admin section of the event.

Tap the red "plus" sign in the lower right-hand corner to start collecting records.

Fill out the questions as appropriate for your lead.

To exit the form press the "X" in the top right corner, which will take you back to the admin section of the event.

You should now see an overview of the recordsyou'vecollected, tap on any record to edit the data - just remember to save your changes!

Use the "Statistics" tab to get an overview of how the event has gone for the whole team and the status page to easily see if there is any un-synced data on your device.

You can pull the screen down on the Records or Stats pages to get the latest updates.

A looped event

The loop feature prevents people accessing a different form without entering the passcode, butwon'tlock people into the Akkroo app.

If your iPads are unattended we strongly recommend using Apples Guided Access feature.

iOS: Guided Access

Guided Access limits a device to just the Akkroo app which means you can control which features are available.

Use Guided Access to:

Temporarily restrict an iOS device to a particular app

Disable the hardware buttons

Tap Settings > General > Accessibility > Guided Access to set up Guided Access.

From there you can:

Turn Guided Access on or off

Set a passcode that controls the use of Guided Access and prevents someone from leaving an active session

Set whether the device can go to sleep during a session

To start a Guided Access session:

Open the app you want to run

Triple-click the Home button

Adjust settings for the session, then click Start

To disable app controls and areas of the app screen:

Circle any part of the screen you want to disable

Use the handles to adjust the area

To ignore all screen touches:

Turn off Touch

To keep iPhone, iPad, or iPod touch from switching from portrait to landscape or from responding to any other motions:

Turn off Motion

To end a Guided Access session:

Triple-click the Home button

Enter the Guided Access passcode

Send lead data from Akkroo directly to Integrate. To setup your integration, you'll first need to configure API access within your Integrate account and add some key information into Akkroo. Follow our step-by-step guide here to get Integrate fully integrated with Akkroo.

What this integration feature can do

Create new leads in Integrate

Add data to an existing lead if one already exists with the same email address

Passes the data in real-time

What this integration feature can't do (yet!)

Create or update other Custom Objects

How to setup your integration

In Integrate - generate a new API key

In Akkroo (at account level) - connect Integrate with Akkroo by entering the API key

In Akkroo (at event level) - add integration to specific event/s and map form fields to those in Integrate

To switch on this integration feature, speak with your Customer Success Manager or Account Manager for help.

Show me how! Setup your Integrate integration

Create an API Key in your Integrate account

Login to Integrate

Go to Settings

Click on 'Organisation Settings'

Click on 'Generate Key'

Add a name for the key

Click on 'Copy Markup' - this will save a copy of the API key to your clipboard

Setup the integration in Akkroo

Login to Akkroo

Go to Settings > Integrations

Click on 'Add new'

Select 'Integrate' and click 'Add'

Paste your API key into the 'Integrate API key' box

Click on 'Save changes'

Your Integrate account is now linked to Akkroo

Go to your event

Click on 'Setup integrations'

Click on 'Add new'

Select Integrate and click on 'Add'

Click on the 'Integrate Source' dropdown menu and select the required item

Proceed to map your fields as required

Note, fields designated as mandatory in Integrate should be mirrored in your Akkroo form

Click on 'Save changes' once finished

You are now setup and ready for your collected leads to be pushed to Integrate.

For more information or help getting your Integrate integration set up, contact your Customer Success Manager or Account Manager.

FAQs

How fast will my contacts appear in Integrate?

Usually a few seconds after they appear in the Akkroo dashboard.

How does this feature work when my devices are offline?

Contacts are queued to be added to Integrateas soon as the data synchronises to the Akkroo dashboard.

Can I use the same integration over multiple Akkroo accounts?

You must set up an independent integration link for each separate Akkroo account. A cost will apply for each additional account which needs an integration.

Can I import the data that I collected before I set up the integration on an event?

You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.

How do I disable or remove an integration from an event?

From theIntegrationsscreen for the event, under theIntegraterow, selectRemove Integration.

What is the Hubspot Contacts integration?

Using the Hubspot ContactsLeads integration, you can instantly create new Contactsinside Hubspotusing the data collectedin Akkroo data capture forms (on the app or web forms).You can sendany text or selection data from the Akkroo forms you create.

What the integration can do:

Create new Contacts or update existing Contacts within the Hubspot system

Required fields are firstName, lastName and email

Add any data to Hubspot if the email address already exists within Contacts

Update any existing Contacts in Hubspot

What the integration cannot do (yet!):

Create or update any other kind of object

here Steps: Setting Up the HubspotContactsintegration

First Run: Setting up the Hubspot Contacts integration

You need to contact support ([email protected]) or your account manager to turn on this Hubspot integration feature for your account before you can follow these steps.

Enable your account to integrate with Hubspot Contacts. Open your dashboard, and choose Settings > Integrations from the main navigation. Tap the Add new... link.

Select the Hubspot icon and tap Add.

Press Begin Authorization and wait for the button to update.

Click Login to Hubspot. You will be redirected to Hubspot to sign in.

Login using your Hubspot username and password.

Click Authorize to permit Akkroo to send data to Hubspot.

First run setup is complete. Your account is now ready for you to setup individual events which should create new Hubspot Contacts.

Using the Integration: Create or update new contacts automatically in Hubspot

You will need to repeat this step of the process for each event that will create new Hubspot Contacts. Alternatively you can duplicate and modify an existing event where the Hubspot integration had already been set up.

Choose an event from your dashboard, and click into it. From the options, choose select the Setup integrations button.

From the options, choose Hubspot

It's time to map your fields between your Akkroo event and Hubspot. Tap Edit field mappings to start making the changes.

Next you'll need to decidewhether you want us to replace existing data inside Hubspot.

If business card scanning is enabled on your account, you're able to determine which source should be used to fill a Hubspot ContactProperty if the transcription and the form send different values to it.

In the left column are fields from your Akkroo event form. The right column are your fields in Hubspot. Fields set to Unassigned will not be filled with any Akkroo data. At a minimum you must at least assign First Name, Last Name and Email for the integration to work (Hubspot requires these fields to be set). Save your changes at the bottom of the page.

And that's it! When you collect data using the app or web forms, the new contacts will appear in Hubspot automatically, and the Hubspot Contact details will be filled using data from the Akkroo form.

Questions & Related Tasks

How fast will my contacts appear in Hubspot?

Usually a few seconds after they appear in the Akkroo dashboard.

Can I create or update leads in Hubspot using this integration?

Yes, when setting up anAkkroo integration you'll be asked "Do you want us to replace existing data inside Hubspot?"...you can then select whether you'd like to replace existing data.

Can I create contacts in Hubspot when using check-in functionality?

Yes, find out more about how to set this up .

Can I map multiple form questions to one field in Hubspot?

Yes, it is possible to update one Hubspot field with the data from multiple form questions. For example, you may have split products out into categories but only have one Hubspot field for these.

How does this feature work when my devices are offline?

Contacts are queued to be added to Hubspot as soon as the data synchronises to the Akkroo dashboard.

Can I use the same integration over multiple Akkroo accounts?

You must setup an independent integration link for each separate Akkroo account. A cost will apply for each additional account which needs an integration.

Can I import the data that I collected before I set up the integration on an event?

You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.

How do I disable or remove an integration from an event?

From the Integrations screen for the event, under the Hubspot row, select Remove Integration.

Using Eloqua contacts integration, you can instantly convert the details of people you collect in Akkroo data capture forms into new and existingEloqua Contacts. You can share any text-based or selection data from the Akkroo forms you create.

What the integration can do:

Create new Contactswithin Eloqua

Add any data to Eloqua if the email address already exists within Contacts

Update any existing Contacts in Eloqua

What the integration cannot do (yet!):

Create or update any object other than a contact

First Run: Setting up the Eloqua Contacts integration

You need to contact support ([email protected]) or your account manager to turn on this Eloqua integration feature for your account before you can follow these steps.

Enable your account to integrate with Eloqua Contacts. Open your dashboard, and choose Settings > Integrations from the main navigation. Tap the Add new... link.

Select the Eloqua icon and tap Add.

Click Login to Eloqua. You will be redirected to Eloqua to sign in.

Log in using your Eloqua company name, username and password.

Click Accept to permit Akkroo to send data to Eloqua.

First run setup is complete. Your account is now ready for you to setup individual events which should create new Eloqua Contacts.

Using the Integration: Create new and update exisitng contacts automatically in Eloqua

You will need to repeat this step of the process for each event that will create new Eloqua Contacts. Alternatively you can duplicate and modify an existing event where the Eloqua integration had already been set up.

Choose an event from your dashboard, and click into it. From the options, choose select the Setup integrations button.

From the options, choose Eloqua

Choose whether you'd like to add new contacts or update or replace existing records.

If you would like to update existing records but keep data that is not included on the form choose Replace existing data, ignoring blank answers.If you would only like to add new contacts then select Do not replace existing data, existing contacts will not be updated.

It's time to map your fields between your Akkroo event and Eloqua. Scroll down the page and tap Edit field mappings to start making the changes.

In the left column are fields from your Akkroo event form. The right column are your fields in Eloqua. Fields set to Unassigned will not be filled with any Akkroo data.

And that's it! When you collect data using the app or web forms, the new contacts will appear in Eloqua and existing contacts will be updated automatically. The Eloqua Contact details will be filled using data from the Akkroo form.

Questions & Related Tasks

How fast will my contacts appear in Eloqua?

Usually a few seconds after they appear in the Akkroo dashboard.

How does this feature work when my devices are offline?

Contacts are queued to be added to Eloqua as soon as the data synchronises to the Akkroo dashboard.

Can I use the same integration over multiple Akkroo accounts?

You must set up an independent integration link for each separate Akkroo account. A cost will apply for each additional account which needs an integration.

Can I map multiple form questions to one field in Eloqua?

Yes, it is possible to update one Eloqua field with the data from multiple form questions. For example, you may have split products out into categories but only have one Eloqua field for these.

Can I import the data that I collected before I set up the integration on an event?

You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.

How do I disable or remove an integration from an event?

From the Integrations screen for the event, under the Eloqua row, select Remove Integration

Akkroo supports all of the major modern web browsers (Chrome, Safari, Edge, Firefox). We recommend periodically updating your web browser to ensure that it has the latest security updates.

We sometimes areasked why we don't support certain older versions of web browsers, such as Internet Explorer.

Why are we ending support for IE8,IE9 &IE10?

We constantlyevaluate which browsers to support, andconsider which ones will give our users the best and most secure experience. This enables us to focus on areas that will add the most value for all our customers. There are threekey reasons that driveourdecisions:

Older browsers areless secure.Trust and security are incredibly important to us at Akkroo. There are more and moresecurity vulnerabilities discovered in these older browsers as time passes, and so we are committed to discouraging use ofthese insecure browsers by droppingsupportin line with the manufacturer's recommendations.

Microsoft will stop supportingIE8,IE9 &IE10in January 2015. For more information, please see their website: microsoft.com/en-us/WindowsForBusiness/End-of-IE-support.

Our customers have the best experience when theyusenewer browsers.Our customers willonly benefit from the best and fastest technologies when usingthe newest browsers,and older browserssimply cannot provide all the features required to allow a full-featured web experience.

What is changing?

In 2014, Microsoft announced that they wouldend support for IE10 or below in January 2016. At thesame time Akkroo, will also stop actively supporting these older browsers.That doesnt mean our serviceswont work for anyone on these browsers, however it does mean if youre running IE8, IE9 or IE10, some features/functionality may stop workingin timeand we won't actively be building fixes as the percentage of active users has dropped below a significant threshold.

How can I get more information?

AkkrooSupport is always available to answer any questions you may have about this change. Start a chat below!

Hidden fields are a great way to record information that is only used for administration purposes. One way this can be used is to assign a campaign ID to your record.

To use this follow the steps below:

1. Add a new text question to your form select more options and add a default answer.

2. Select more options and add a default answer.

here

3. Enter the event Campaign ID or code as a default answer. Do not tick the example answer box.

4. Select "Keep this field hidden from view in the form".

Once your hidden question is set up this ID will be included with every registration when you export, alternatively if you have an integration to your CRM you can find out more about mapping this field .

There are a number of actions that you can do within the dashboard to help manage your events and your data.

You have the ability to duplicate events, export data, and archive your events. To see these options, selectthe checkbox next to the event that you would like to apply one of these actions to and click on the Actions button at the top right hand corner.

step-by-step guide to downloading data

Duplicate Events

This is a useful tool if you have a number of events that will be using the same or similar form. You can then edit the copy of the formto suit your upcoming event.

Click the checkbox next to the Event name >> Click Actions button >> Click Duplicate

Export Data

Once data has been collected in an event and the device has been synced, you will see the data pulled through to the dashboard. This is where you can export that data into an Excel spreadsheet or CSV file.

Click on Event >> Click Export Data

Read our .

Archive Events

All events that are Open in your dashboard view will show up in the app's Event List view. To hide future or past events from this view, you can archive them via the actions button inthe dashboard.

Click the checkbox next to the Event name >> Click Actions button >> Click Archive

You can unarchive events by following the same process and selecting Unarchive.

Click into Archived events >> Click the checkbox next to the Event name >> Click Actions button >> Click Unarchive

Trash Events

Unlike archiving an event, which can be undone, if you trash an event, it is gone forever. We recommend only trashing events that you are certain will not be needed in the future.

Click the checkbox next to the Event name >> Click Actions button >> Click Trash