044. Obvio Call - October 8 | Obvio Help Center

Initial Dashboard Creation Demo (44:00).

Billing and tracking system details. (1:15)
The system will not record breakout rooms, this is a Zoom limitation. (3:00)
Participants cannot record locally, so that feature is disabled at a global level. (4:00)
Version 4.0 of Zapier integration is available publicly via the app’s directory. (4:30)
Zapier is a third party platform. (7:00)
Importing attendees can be done in a few different ways: manually via a CSV/Excel file, Zapier and your CRM, or through the natively integrated CRMs InfusionSoft or MailChimp (7:30-9:30)
Credits will be purchased and used while we’re in the testing phase. However, credits will be purchased with a default credit card for testing purposes only. The real billing and tracking system will be unveiled in January 2022 - all credits will be reset and restored prior to that date. (10:20-12:15)
Obvio is essentially a membership site, because there is login and registration required to attend the event. Attendees must be loaded into Obvio before they have access to the dashboard. (13:30)
All attendees have a default password setting that is their registration email address. This will only be applicable if attendees are given only the short, event URL, NOT their unique login URL. (14:00)
Auto login link. This is a custom URL, unique for each attendee that will allow attendees to login in a more streamlined manner. (15:00)
Three, optional login steps; password creation, waiver, tech check. (15:30)
Brief overview of custom login links and how to get them to attendees. (17:15)
Blog post capabilities: bullets, numbers, italics, insert tables, embed video links, etc. (23:00)
Custom URLs should not be shared. If you do not allow multiple devices to log into a Zoom meeting, once one person uses the URL to log into a Zoom room, anyone else with the same link will be denied access to Zoom. However, the dashboard is available for multiple sign ins, even from the same custom URL. (24:40)
Music licensing details. This advice is for US based organizations only. (26:30)
Production techniques for feeding music into Zoom meetings. (27:30)
Three templates available for your Obvio dashboard: Cards, Classic, Panels (30:30)
You can rename the subdomain from an old event and reuse the subdomain for your new event. Subdomains must be unique to each event, so deleting it from an old event is the only way to reuse it. (33:40)
1 credit = 1 attendee for an, up to, four day event. This is per registered attendees, not attendees who actually showed up. Obvio allocates resources for all registered attendees, not only the ones who show up. (38:00)
Mock up of a dashboard. SAGE often drafts a mock up of what the finished dashboard will look like. This allows us to inventory graphics we will need, gather hex codes to match brand colors, and have a general sense of what the finished product will look like. (41:40 - 43:00)
Remember, many of the graphics on the dashboard can be optional (i.e. ribbons, emojis, etc.) - Don't feel pressure to have everything, if it is your first virtual event.
Dashboard walk through officially begins. "Create Organization" - this power is reserved for Obvio account owner's only. (45:00)
Name your organization and pick a simple org slug (attendees will not see this information). (45:30)
Events, Team, Account details (47:00)
Create an event - event name, unique slug, start and end dates, expected number of attendees (estimate). (48:00)
Duplicate event function. This will also be the place to delete events once that feature becomes available. (51:30)
Pick a template. There are three choices; classic/simple blog, panels, cards. Once you choose a template, you cannot change. You'd have to start the event creation process. (52:00)
Favicon explanation. (53:00)
Click on the name of the event in the navy blue header in order to access event details. (54:00)
Be sure your event's end date is in the future. If it is in the past, the Zoom rooms will not launch or open. (54:30)
Exploring the tabs. (55:30)
Creating AREAS. These are the large spaces where different things may happen throughout an event. Typical examples include - Main Stage, Tech Check, Help Desk. (56:10)
Offline title and offline description. These are both attendee facing and let attendees know when the event is offline. (59:45)
Creating ROOMS. Rooms are created inside of (underneath) the areas within Obvio. These rooms are representative of actual Zoom rooms. Zoom rooms associated with Obvio can support up to 1,000 attendees and up to 100 breakout rooms. (1:01:00)
You will need a separate device to operate each room you plan to run concurrently.
Opening a room. (1:01:30)
Registration enabled link explanation. (1:02:00)
Access recordings post-event. (1:02:10)
Explanation of Tech Check area/room configuration. (1:03:00)
Login page configuration. (1:06:30)
Dashboard tab configuration. (1:15:30)
Configuring the header/logo/menu on the dashboard. (1:16:40 - 1:19:30)
Dashboard background configuration. (1:20:40)
Adding a countdown timer. (1:22:20)
Button configuration. (1:23:40)
Be sure to link your buttons to the correct area/URL/page. Buttons not connected to one of those places above will not be clickable for attendees.
Button icons default to the "text color" defined in the editing window. (1:26:00)
Icons must be searched for by key word. Icons will not auto populate.
Duplicate button feature demo. (1:28:35)
Blog post configuration. (1:31:00)
Blog posts order based on their publish date (even if the date is hidden). The most recent will appear at the top of the dashboard.
Edit post styles. This editor will gives you the ability to change title font size, color, capitalization, and define the body text. (1:34:00)
Sidebar configuration. (1:35:30)
Adding elements to your sidebar. (1:38:20)
Linking to outside web pages from sidebar buttons. (1:42:00)
Drag and drop to rearrange sidebar elements and buttons. (1:43:30)
Adding the agenda to your sidebar. (1:45:00)
Downloadable resources. (1:47:20)
Footer configuration. (1:50:45)
Blog posts can be enabled and disabled. Or blog posts can be updated/added to as the event progresses. (1:55:00)
Buttons can also be disabled and enabled. Blog posts can be scheduled to appear. However, buttons cannot be scheduled. Rather they are enabled or disabled manually. (1:57:00)
Inserting a form into a blog post requires you to create a form first, under the forms tab in Obvio. Then, you can select a form to incorporate into a blog post. (1:58:30)