How do I change my chat name?

The name you see in the chat during your virtual/hybrid event is pulled from the fundraiser's first name associated with your ticket code. You can change it, but only BEFORE you log in the livestream.

If you've already logged in and still need to change your name, there are workarounds.

• Here's how to do it if you're still testing.
• Here's how to do it if your event is live now.

Here's how to change it before you log in to the virtual event:

1. Click on fundraisers in the left-hand menu. 
2. Find your name or email address in the fundraisers' list by using the search bar or scrolling through the list.
3. Click the edit icon inline with your name.
4. Change the name to your preferred chat name.
5. Click Save.

This will update the name in any system emails sent to you (like the ticket email or reminder email) as well as your ticket and chat name.

If you realized you needed to update your chat name after you're already logged in, there are a couple of solutions.

Here's what to do if you're testing your settings BEFORE your live event (virtual module is not live):

Great job testing! This makes the process simpler. The system keeps you logged into the virtual module by default, but you can still log out. Simply click the blue logout button in the upper right-hand corner of the chat window.

Once you've done that, go back into your event's virtual module settings in the Swell dashboard. (Setup-->Settings-->Virtual Module. Click the grey "Refresh cache" button ().

Now you can follow the instructions above to change your chat name in the fundraisers' tab.

Here's what to do if you're testing your settings DURING your live event (virtual module IS LIVE):

Even if your guests are already arriving, it's not too late to enter the chat using your preferred name. You'll need to create a new ticket for yourself for the event, log out of your virtual stream, and log back in using the ticket code from your newly created ticket.

We'll start in the Swell dashboard to create a new ticket.

In you your Swell dashboard. Choose Tickets from the left-hand menu.

Next, click on the green plus button to create a ticket (). That will open up the Ticket Editor window.

Select New Fundraiser button. That will open up another wizard so you can quickly create a fundraiser for your new ticket.

Fill in your preferred name and email address. You don't want this fundraiser to show on the leaderboards, so uncheck that box. Click Save. The quick-add window will close returning you to the ticket wizard.

Select your newly created fundraiser, choose your product and click Save.

If you want to send yourself the ticket email you can do that by choosing the Save & Send to Guest button. However, at this point, there's no need to do that. We'll go over how to get your ticket code without going into your email so you don't have to have another tab open.

When the Ticket Editor closes, you'll be returned to your ticket list. Use the search bar in the upper right-hand corner to search for the name you just created.

Once you've found your name, select your ticket code and right click to copy it. Your ticket code is the small grey set of numbers and letters on the far left.

Go back to your virtual event and log out event using the logout button at the top of the chat window.

You'll see the pop-up asking you to log in. Click the blue text that says "Click here".

In the next window, paste the ticket code you copied and then click the blue Verify button.