Engagement: Setting Up Swell

Learn how to start using Swell with Engagement by adding Swell API Tokens to your Engagement user profiles

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Swell is fully integrated with Engagement, so that you can manage more with less.

Watch the short video below to learn how to add Swell API Tokens to your Engagement users so that you can start monitoring and managing your online presence:

Enable Swell Integration in Engagement Settings

Select Swell as your preferred Review channel in Engagement Settings by following the steps below:

  1. Access Engagement Settings in the upper right corner

  2. Click on the Practice Setup tab and then click on the Reviews section

  3. Under the Mode section, select the bubble next to Swell

  4. When finished, click on the blue Save button to update your settings

Add Swell API Tokens to Engagement User(s) Profiles

To set up Swell for users in Engagement, you'll first need to add a Swell API Token to their user profile.

  1. Click on the Swell tab in the Engagement left side menu and enter your Swell login credentials.

  2. Once you are logged into Swell, click on your Swell Profile icon in the upper right corner and then click Profile.

  3. From the left side menu of your Swell dashboard, click on the API section, and then click the New API Token button in the upper right corner.

  4. Name your token (we recommend giving it a name that helps you remember where it is being utilized, ie Perfect Dental Engagement). Click the checkboxes next to each ability to allow token permissions, or select all. When finished, click Create Token.

  5. Once the token is created, click the Copy to Clipboard button to capture the unique API token ID.

  6. Now that your token has been copied, return to your Engagement dashboard and access your Engagement Settings by clicking on the gear icon in the upper right corner.

  7. Next, click on the Users tab and then locate the Engagement user that you would like to add the Swell API token to. Click Edit and then scroll until you locate the Swell API Token field.
    โ€‹Paste the copied token ID by right-clicking and selecting Paste from the dropdown menu or use the keyboard shortcut Command-V (Mac) or Control-V (PC).

  8. Once pasted, be sure to click the blue Save User button to activate the API token for that user.

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