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022. Obvio Call - May 26

5 min. readlast update: 06.07.2021

Topics covered include:

  • Working through an issue importing attendees through Constant Contacts (from 1:30 - 11:30)
  • Important: Do not have 2 people working on the Dashboard simultaneously. The edits will override each other.

Questions begin at 12:30

  • Attendee labels - this is how you add things to the end of people's name. 
    • Labels will only be visible once attendees are in the Zoom room 
    • Only 20 ever display on the attendees tab, you can search by name or email to search through all uploaded attendees
    • If you do a second import of attendees into Obvio, it will NOT create duplicates unless the email address changes. The system is based on email addresses. 
  • Grant speaks to Zoom room security within Zoom (demo begins at 16:40)
    • allowing people to rename themselves, unmute themselves, how the host can turn off videos and mute people upon entry
  • Attendee label conversation picks back up (21:00 - 33:00)
    • Each attendee can only have one (1) label
    • If you have multiple labels, the label shown is determined by Attendee Label Priority (shown at 22:00)
    • Label priorities must be added in the order of their priority, the drag and drop to rearrange function does not work as of June 4, 2021. 
  • You cannot delete attendees, this feature will be available in the future.
  • Reports - an attendee can download an Excel file with all their answers to forms within Obvio. Each attendee will only receive one report with all questions and their answers compiled. (demo begins at 34:00, reports conversation ends at 41:40)
    • Great opportunity to help keep attendees stay engaged and attendees will come away with a resource
  •  Where does the host get the answers attendees input into forms (begins at 38:00)
    • Under the Forms tab, click "Download Submissions"
    • 1,000+ attendees cannot currently download submissions, the data is still there, but the system will time out before all answers can be downloaded. (This is a bug and will eventually be fixed.)
  • MailChimp sending out emails with each attendee's login URL (walk through begins at 42:30, ends at 1:00:00)
  • Attendee upload will be smoother in the future
  • MailChimp integration still in the works (as of June 4, 2021)
  • ATEM mini vs. ATEM extreme (1:01:30 - 1:07:45)
  • Adding your tech support (Team Members) to your Obvio account (1:08:00)
    • Add them as a Team Member inside of Obvio (demoed at 1:08:30)
    • Invite the team members, but then you must assign them a role 
    • Your team member MUST accept your invitation before you can assign them a role
  • Discussion of how to help non-tech savvy attendees (begins at 1:11:30)
    • Waiver and Tech Check are able to be disabled, these are optional check in steps 
    • Eventually, there will be an ability to forgo the password creation step (not available as of June 4, 2021)
    • Give people their custom URL, this will be a super simple way to cut through check in issues.
    • Tip: Keep your Dashboard simple, so joining the meeting is clear and easy (example at 1:17:00)
    • You do not have to manually check attendees in, especially if you give them their unique URL
  • Custom offline message (example at 1:18:35)
  • Example #2 of a very obvious "Join Call" Dashboard (example at 1:19:40)
  • Custom URL - retrieved from Obvio vs. Event Slug (1:25:00)
    • if you send attendees the event slug, attendees will use their email address as their email AND password upon intitial login, then be prompted to create a custom password on the following page
    • if you send attendees their custom URL (unique to each individual attendee), that will take them straight to the "create a password" step upon initial login. After initial password creation, their link will take them straight to the Dashboard. 
    • How you send the custom URL will depend on the size of your event and how comfortable you are with using CRMs. 
    • Sending custom URLs using InfusionSoft (native integration)
  • Getting a CRM (other than InfusionSoft) integrated with Zapier (1:34:30)
    • send a request to help@obv.io with the email address for the Zapier account you will be using and we can invite you to Zapier
  • Zoom Backgrounds - you can format your Zoom Backgrounds in the Zoom backgrounds tab, but then you will make a button on the dashboard or in the sidebar to link to "Background" so attendees can download and use them. (demo begins at 1:35:35)
  • Manually creating an attendee (demo at 1:40:00)
  • Customizing the login screen can be done under the "General" tab (quick demo 1:41:15)
  • Quick walk through of nearly all the tabs (1:54:20)
  • Report follow up question (2:08:00)
    • there isn't a way to download all answers from a single attendee
    • each attendee can download all their own answers to form questions

Tech Check Best Practice: We don't send out access to the Dashboard, until the Tech Check is ready to go. Otherwise, attendees will just get an offline message. Send an email a few days before Tech Check, letting attendees know to look out for the next email (which will have their link to access Tech Check). (Blue explains this at 2:10:45)

  • Translation how to demo (2:13:00)
    • In the Localization tab, there is a toggle to "Enable Translations"
    • Chrome does have a default setting that will translate web pages into user's language. 

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