Please note: Blue was travelling at the time of this call, some audio may be a bit distorted.
Topics covered include:
- Platform Updates (begins at 3:30)
- New template in development!
- Billing and tracking mechanism in development - coming end of June 2021!
- Question and Answer (begins at 5:00)
- Do not have more than one person editing the Dashboard. Do not have the Dashboard editor open on multiple devices. Because Obvio has a built in autosave feature, the changes you make won't stick. (explained at 6:30)
- Known bug discussion, a few older Zoom rooms were not opening. This is not a consistent problem across the platform, just something affecting a few users at this time. (8:30)
- 10:00 - 12:00 minutes - audio issues experienced
- If attendees' names appear on the list, but are not getting into Zoom to actually complete the Tech Check - that means the attendee has not completed the check in process (aka they haven't clicked a button to get into the Zoom room). OR they may be operating on an outdated version of Zoom that is affecting the Tech Check process.
- WORKAROUND - check the attendee in manually by clicking the blue "Check In" button in the attendee's tab - that way they can bypass Tech Check and make their way onto the Dashboard. (Blue explains at 15:00)
- The best way to check if attendees are signed in is to export attendees from Obvio and see who signed the waiver. If there's a link to their signed waiver, they completed check in.
- Blue explains how to see if attendees have completed check in using Zapier (18:30)
- Creating a room and creating an area are separate processes. (23:55)
- Create an area first. This is where buttons on your main Dashboard will link in order to get people into the meeting.
- A room is create second. The room is the physcial Zoom room that attendees will enter when they click on the button that's connected to the area.
- Think of the area as a large gathering space. If you have less than 1,000 attendees coming to your gathering, simply create one room within that area, so attendees all have a virtual "seat" at the event.
- If you have over 1,000 attendees, you'll need to create multiple rooms (each of our Zoom rooms can hold 1,000 attendees). Think about it like adding chairs to your ballroom at an in person event. One room can accommodate 1,000 attendees, so if you have more than 1,000 atendees, you will need to pull up extra chairs (aka create another room, within the same area).
- Everyone is viewing the same show, the rooms just ensure everyone has space to view it.
- The ability to clone Dashboards within the same organization is on our radar. The feature is not available yet.
- At 30:00 minutes, we discovered a bit of a date display issue. This has been looked into.
- Adding a background image in the Dashboard. (33:00, visual demo - 34:40)
- Image waterfall functionality is not built into Obvio yet, but you can accomplish this with outside sources and embed it into your Dashboard. (36:20)
- Attendee import with tags. (37:25)
- When importing attendees from a CSV file, you must have the first three columns as First Name, Last Name, Email Address. Even if you are only inputting intials for the first or last name, etc. you must have all three columns present when importing attendees.
- If you want to add in a label for your attendees (designating them General Admission or VIP, etc.) you'd add a fourth column and insert the label there.
- No visibility rules for the schedule, at this time. (38:50)
- From a strategy perspective, you may not want to hide schedule items from attendees, even if some of those schedule items are only for VIP attendees. This is because you want to encourage other attendees to upgrade their ticket in order to attend those VIP meetings/lunches/events. Be sure schedule items are labelled correctly, so all attendees know who the items are meant for.
- Quick troubleshooting points for room issues. (40:25)
- Be sure your event end date is in the future.
- If your room still does not open, you can create a new room inside the same area.
- Rooms appear under their area oldest at the top, newest at the bottom (by room creation date). (42:10)
- The leaderboard loads slowly. Be patient, please. (43:05)
- You can always leave a little note for attendees in the header for the leaderboard.
- Custom emoji (47:15)
- The custom emoji should be 150x150 px - they should also be edge to edge within the square, so they turn out to be the same size as the non-custom emojis available.
- Zapier Discussion (48:45)
- Adding tags/groups via Zapier - field_1 is actually the name of custom fields, so those "fields" are where you'd place your VIP tags.
- There are upgrades coming!