Summary
This Obvio support session focused on advanced event setup, integrations, forms functionality, and attendee management within the platform. Grant, Justin, and Blue answered questions about embedding Vidyard videos into dashboards, including best practices for iframe versus script-based embeds and how to properly place responsive embed scripts inside custom HTML sections. The team also introduced the new Widgets feature, which allows organizers to automatically redirect attendees from external thank-you pages directly into their Obvio dashboard using magic links and calendar integrations. Additional discussions covered HubSpot integration improvements, forms and moderation tools for Q&A sessions and surveys, attendee block limits, and troubleshooting duplicate registrations and login URL syncing issues with CRM integrations. Toward the end of the session, users also discussed event production workflows, Zoom settings improvements, and virtual event setup best practices.
Key Topics Covered
- Vidyard Video Embedding – Using iframe and script-based embed options for dashboard videos (1:11)
- Zoom Area & Room Updates – New Zoom settings, Q&A options, and local recording controls (11:28)
- Widgets Feature – Using thank-you pages to send attendees directly to their Obvio dashboard or calendar link (14:12)
- Obvio Pricing & Zoom 1080p Discussion – Clarifying plan options and whether Obvio is needed for smaller Zoom events (22:40)
- Dashboard Rules & Welcome Celebration Access – Using button rules, Zoom Areas, or breakout rooms for special sessions (31:48)
- GoHighLevel Login URL Troubleshooting – Explaining why login URLs may not populate and how attendee recreation can refresh the link (40:57)
- Forms Overview – Using forms for Q&A, intake questions, waiver steps, and event feedback (45:43)
- Forms Moderation – Managing submitted questions, stage view, and lower-third display options (54:12)
- Form Test Answers & Editing – New options for submitting test answers and editing form responses (1:02:42)
- Duplicate Registration Handling – Managing two attendees using the same email address in CRM integrations (1:04:07)
- Attendee Limits & Add-On Blocks – Explaining active attendee counts and when additional blocks are needed (1:11:38)
- HubSpot Tag & Property Setup – Setting up HubSpot properties correctly for attendee syncing and Obvio tags (1:14:55)
- HubSpot Field Best Practices – Recommendation to create separate event-specific fields for attendee status and login URLs (1:24:29)
- SMS Field Setup – Explaining the phone field requirement for sending SMS through Obvio (1:28:16)
- Closing Discussion – Final wrap-up and closing remarks (1:43:59)
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