041. Obvio Call - September 21

Quick debrief of the recent Zoomtopia and Zoom Events. (0:00 - 7:00)
Rooms are now automatically named by number. (9:15)

"Internal Description" - gives anyone on the backend of Obvio the ability to easily identify a room's purpose. Attendees will not see the room descriptions.

Obvio logo will take you back to your organizations page, for easy access to all organizations you are a part of. (10:20)
Attendee label can now accept merge codes to designate group names for attendees. (12:00)
Attendee label visibility rules demo (13:00)

The attendee label will only display when...
Visibility rules are CASE SENSITIVE and must match the tag, group, or label as it appears in the attendee's profile.
Attendee labels allow attendees to receive a label after their name when in a Zoom room. Because each attendee only receives one label, the attendee label tab in Obvio allows you to determine the rank of labels, so each attendee can display their highest label.

Ability to duplicate events (42:20)

Grant demonstrates the duplicate events function (43:20)
Click the three dots in the bottom right of the existing event, click "duplicate".
Name your new event, create an event slug, identify the dates and # of attendees.
Decide whether you'd like to duplicate rooms and areas from the previous event (this is optional). The toggle will be blue if the areas and rooms are to be duplicated into the new event, otherwise leave the toggle grey.
The duplicate buttons feature is now available! (referenced at 44:25)

To duplicate a button, hover your cursor over the button, and click the "copy" icon on the right side of the button (shown below, it is the blue page with the folded corner). This will open a new button configuration modal. Make any changes you'd like for the duplicate button and hit "save" at the bottom of the modal.

Forms - the duplicate form feature is experiencing a bug. Answer options should be duplicated, as well as the questions themselves. (45:20)
Reports - reports in Obvio allow attendees to produce a PDF of all their answers to forms they've completed throughout the event. (48:00)

Grant also references reports directly from Zoom, such as attendance reports. Those are housed in the Zoom Enterprise account, on which all Obvio events are held. Obvio users do not have direct access to these.

There are plans to build out the statistics feature in Obvio, so these stats are readily available.

For more information of the reports tab in Obvio, please visit the tutorial here.

Please note: You must create a button on the dashboard, in order to give attendees access to the downloadable PDF. Otherwise, attendees will not have access to their report.

Marketing Obvio (52:00)

Key features include: added security, gamification, ability to create forms, multi-step registration (all optional), links to outside resources, 1080p HD recording, attendee designation ability (w/ labels, ribbons, dashboard visibility), and scalability

Obvio has no plans to create their own video conferencing platform, as Zoom is very good for this purpose. (1:00:00)

Please note: Obvio and Zoom are two separately held entities. If you have Zoom specific questions, please feel free to visit their Knowledge Base here.
Obvio interacts with a Zoom Enterprise account which accommodates 1,000 attendees and 100 breakout sessions.

Updates happen frequently for Obvio, because we're always working to improve! (1:05:45)

Right now, there is not a complete list of updates made to the Obvio platform, however, the tutorials are a great way to learn about each unique feature in Obvio.

How to make a speaker the host of a Zoom room, without setting them up in Obvio (1:13:00)

At this time, this is not simple to do.
However, it is possible to have a team member enter the Zoom room from the backend of Obvio first, thereby becoming the host. That way, they can pass along co-host and host credentials to anyone who needs it. The host can also adjust screen sharing settings, so the presenter is able to screen share throughout the event, if necessary.
We are working on a simpler, more permanent solution to this.
Grant's workaround (1:17:20)

Grab the "START" room link.
Use Rebrandly to make the link a bit shorter and more on brand.
Give that link to a trusted host who needs to be the host of the Zoom room without adding them to the backend of Obvio.
Note: Always test your workaround before utilizing it in your live event.

Zoom inactivity parameters can be found here. (1:21:00)
Visibility rules allow Obvio editors to hide or show various dashboard elements based on tags, groups, and/or attendee labels. (1:23:00)

Working through more complicated group/tag scenarios (1:26:00)

To create tags effectively, enter the tag name and hit "ENTER" to solidify the tag. See the image below for the appearance of correctly applied tags.
These were created by typing "VIP" and hitting enter, then typing "All Access" and hitting enter, then typing "702" and hitting enter. (Please note: These are all random examples of tags, they are not necessarily tags you will use for your event.)

Utilizing merge codes in attendee labels

Merge code: a short line of code enabling automatic insertion of dynamic data. Example - {{first name}}, will allow the first name of a participant to appear on the dashboard.
When you do this for attendee labels, Obvio will add each attendee's group to the end of their name when they enter the Zoom room. (1:31:00)

Note: Merge codes are case sensitive, so pay attention to whether you have "group" or "Group" listed in the attendees tab in Obvio.
An example merge code is available in Obvio in order to simplify the process. This can be seen 1:31:20.

Zoom Enterprise account is now an ISV account because of the terms of service agreement.

To learn more, click here.

Walk through of Obvio user's report set up. (1:41:00)

First, you must configure the report under the report tab in Obvio.
Second, you must create a button on the dashboard and link it to "download report", this way, attendee's have access to their own form responses.

This client wanted to download all the answers for all the forms in one mass download for his own records. At this time, form responses are available per form, there is not yet something that will allow you to download responses for all forms at once. (1:42:40)
If you're having trouble accessing your Obvio account please email help@obv.io
Switching between windows: Zoom and the event dashboard are most likely open at the same time for attendees, however it can be tough to explain to attendees that they can toggle back and forth between windows freely.

Grant explains the workaround (1:50:45)
Post the event URL in the Zoom chat, in order to help people easily navigate back to the event dashboard.

Discussion of a more complex tech set up for larger events with mutliple devices (1:51:00-2:00:00)
Obvio is still in beta (2:00:10)

Obvio is set to launch on January 15, 2022

Quick and easy MailChimp mail merge tutorial (2:05:00)

Import users into Obvio.
Export the attendees from Obvio, which gives each attendee's unique login URL.
Then, import that list (with the unique URLs) into MailChimp and do a mail merge with data field. Indicate the unique token is what attendee's should click on to access the dashboard.

Lovely Obvio testimonial (2:10:00)
InfusionSoft/KEAP is natively integrated into Obvio. Other CRMs, like MailChimp, can be linked via Zapier. (2:28:00)
Each attendee MUST be registered in Obvio prior to the event. (2:30:00) This can be accomplished in several ways:

Manually create an attendee
Import attendees via a CSV or Excel file
Integrating a CRM into Obvio
Please note, at this time, these is no registration system built into Obvio. This means, attendees cannot register themselves for an event directly on Obvio.

Explaining the two potential URLs that could be used to get attendees into the event. (2:30:00) - Note: There is no wrong answer here, you are able to do either or a mix of both, depending on your event size

If attendees are sent the short, event slug (youreventtitle.obv.io), attendees will have to log in with their email as BOTH their email AND password upon initial log in.
If attendees are sent their unique log in token (it will be a long URL, which is specific to each attendee) attendees will be prompted to create a unique password right away. There will NOT be a need for attendees to log in with their email as email and password. Essentially, sending unique log in tokens, shortens the check in process by one step.