Webcast Event Setup Guide. Release 4.9

Webcast Event Setup Guide Dcument Webcast Event Setup Guide Release 4.9 Revisin Date July 30, 2018

Cntents Navigating the Platfrm... 3 Event Settings... 4 Registratin Frm... 5 Landing Page Cntent... 6 Media Optins... 7 Slides... 8 Audience Questins... 8 Audience Phne Bridge... 9 Banner Lg... 10 Advanced Branding... 11 PwerPint Decks... 16 Media Clips... 17 Event Resurces... 18 Headshts... 19 Custm Player Tabs... 20 Surveys... 22 In-Event r Pst-Event Surveys... 22 Attendance Surveys... 24 Grading and Certificatin... 25 Player Fter... 27 Security Settings... 28 Audience Emails... 29 Fllw-up Emails... 31 Campaign Surce Tracking... 32 Campaign Surce Tracking Reprting... 32

Navigating the Platfrm Use the Lgin Frm n the right side f the page t access yur accunt. If yu need assistance lgging in, click Frgt yur Username r Passwrd?. Credentials will be resent t the accunt hlder s email address. After lgging in, yu will access the Event Library fr yur accunt. A list f available events will appear in the center f yur screen. Each event will include the Event ID, Name, Status, Expiratin Date and Type. Click n an event in the Library t display a list f cntrls. Click Edit t access the Event Summary page f the selected event. The Event Summary page is used t edit a presentatin, setup accunts fr guest presenters r access the Live Studi t deliver an event. Click Reprts t access the Reprting interface f the selected event. Click Cpy t create a cpy f the selected event. Fr archived events, select Cpy selected elements t new event t replicate elements f this setup fr a new upcming event r Clne On-Demand event t make an exact cpy f the riginal archived event, with cntent autmatically published and available t viewers. Click Delete t delete the selected event. Click View t view the audience link fr the selected event. A list f expired r deleted events will appear at the bttm f yur screen. Click Reactivate and fllw the instructins t reactivate an expired r deleted event. At the tp f the interface, use the menu t pages f the admin. Click Create New Event t build a new event frm scratch. Click My Events t access yur Event Library. Click Reprts t access the Reprting interface.

Alng the left f the interface, a list f flders in yur accunt will appear. Only a HOME FOLDER will appear by default. Right-click n the HOME FOLDER and click Create t create sub-flders. Create flders t srt and rganize yur events. Click n a flder t display events in the selected flder. Event Settings Click in the tp left t create a new event. Enter a title fr the presentatin in the Event Name text field. Select hw the event will be delivered t viewers using the Event Type ptin. Chse Live with Archive t deliver an event live (selected by default). Live events are autmatically archived fr n-demand viewing. Chse On-Demand t assemble pre-recrded cntent fr n-demanding viewing. If the event is set t Live with Archive, select the date, time and time zne f the presentatin using the drpdwns. Select the duratin f the event using the Duratin drpdwn. Live events can be extended by the Administratr if required. Administratrs will be prmpted in the Live Studi when the event appraches the scheduled end time. Select the audience capacity using the Max Audience Size drpdwn. A 10% buffer ver the scheduled audience size is included n all events. Reprts can be used t gauge registratin leading up t the event. If the event is set Live with Archive, select the type f device that will be used t deliver the presentatin using the Live Acquisitin Surce drpdwn. When using the Telephne, select a Presenter Dial-In Optin. Select Direct Dial-In (n phne bridge prvided) t use yur wn bridge. Select Autmatically create primary and backup phne bridges fr presenters t have the system prvide a bridge fr yur speakers. Fr vide events, select the bradcast lcatin using the lcated in drpdwn. If the event is set t On-Demand, select what type f cntent will be upladed using the Media Type drpdwn.

Select an archive duratin using the Archive Event fr drpdwn. Registratin Frm The Registratin Frm appears n the Registratin Optins page and is used t capture registratin infrmatin frm viewers. By default, the registratin frm will include First Name, Last Name and Cmpany displayed as ptinal fields and Email displayed as a required field. Chse Cllect Registratin Data frm Viewers t require viewers t cmplete the registratin frm (selected by default). Select D nt autmatically lg in returning viewers t prevent returning viewers frm autmatically lgging in t the webcast player. Chse Use Annymus Registratin t allw viewers t bypass the registratin frm by clicking Enter Event. Annymus Registratin des nt capture reprting data frm the audience. Click Skip landing page t send viewers accessing the link directly int the webcast player. Fr events set t Cllect Registratin Date frm Viewers, use the Standard Registratin Questins and Custm Registratin Questins sectins t setup the registratin frm. Rerder fields under the Order clumn. Display a field as ptinal under the Shw clumn. Require a field under the Require clumn. Rename hw a field displays under the Questin clumn. Click Mre t display additinal fields. Click Add New Custm Questin t add custm registratin questins.

Enter the text that will display n the registratin frm using the Questin Text field. Select hw viewers will respnd using the Answer Type menu. Open Text Field is an pen-ended text field Open Text Area is an pen-ended text area. Drp Dwn List is a multiple-chice questin displayed in a pull-dwn menu; ne answer can be selected. Checkbxes is a multiple-chice questin display in a list; multiple answers can be selected. Radi Buttns is a multiple-chice questin displayed in a list; ne answer can be selected. Single Checkbx is a questin with a single checkbx next t it. Enter a label fr yur reprts using the Reprt Clumn Title text field. Fr multiple-chice questins, ppulate answer chices in the Answers clumn. Enter an answer in the text field. Click + Add t add the answer t the custm questin. Select the Only display t users in specific cuntries checkbx t display the questin t viewers in certain cuntries. T chse the cuntries, type in the cuntries r select the cuntries frm the drpdwn. If the Only display t users in specific cuntries checkbx des nt appear, cnfirm the Cuntry field is enabled n the Registratin Frm, Save the Registratin Optins page and return t the custm questin setup. Click Save Questin t add r Cancel t delete the questin. Landing Page Cntent The Landing Page Cntent sectin appears n the Registratin Optins page and is used t custmize the Landing Page where viewers register and lgin t the event. Fr a live event, the event title, date, time and a calendar reminder will be displayed. Fr an On-Demand event, the event title and date and time the event was published will be displayed. Chse Default t use the standard template (selected by default). Chse Custm t custmize the landing page. Use the WYSIWYG editr t create a custm page. By default, the text bx will include the Aut Fields frm the default template. Refer t the Available Aut Fields belw the WYSIWYG editr fr a list f fields that can be used t autmatically ppulate event infrmatin. The Aut Fields pull infrmatin frm the Event Settings page f the setup. These fields will update autmatically if any changes are made n the Event Settings page.

Enter, edit and frmat text in the WYSIWYG editr. Cntrl the fnt type, size, styling and clrs. Adjust the text alignment, create lists and add indentins. Use the buttn t insert an image. Use the buttn t insert a vide. Use the buttn t add r edit a link. Use the buttn t insert a hrizntal ruler. Use the buttns t und and red edits. Use the buttn t enter HTML cde r edit the existing HTML cde. Use the buttn t create speaker bis. Select a Speaker Layut and chse the Pht Size & Shape alng the left. Create yur Speaker List by adding phts and speaker infrmatin alng the right. Media Optins The Media Optins sectin is used t setup the media windw where the vide r headshts will display t viewers. Audi events use a 320x240 headsht windw, but vide events allw fr a vide windw t be selected.

Audi events use a 320x240 headsht windw. Vide events default t use the Large Widescreen Vide (480x270) ptin. Use the drpdwn menu t select a vide windw. Slides The Slides sectin is used t cntrl whether PwerPint slides will be available n the event. Slides will be enabled by default and the slide deck will be upladed n the Event Cntent page. If yu d nt wish t include slides with yur presentatin, slides can be disabled here. Chse Use PwerPint Slides t include slides n a presentatin (selected by default). Audience Questins The Audience Questins sectin is used t cntrl Q&A n a presentatin. If enabled, questins will lad autmatically and peridically update in the Live Studi. Any questins submitted by the audience will nly be visible t presenters. Questins can be answered verbally r by text using the cntrls in the Live Studi. Questins and Answered Questins will be enabled by default n a Live event. Questins can als be enabled fr an On-Demand r Simulated Live event. T make Answered Questins n an On- Demand r Simulated Live event, remember t enable the ptin in the Ask a Questin Custm Player Tabs setup (Event Cntent page). Select Allw during Live event t include Q&A n a live presentatin (selected by default). Select Send questins t this email address: t als direct live Q&A t an email address. Enter an email address in the text field t the right. Select Allw during On-Demand event t include Q&A n an n-demand event. Enter an email address in the text field belw.

T display Answered Questins n an On-Demand r Simulated Live event, visit the Custm Player Tabs sectin f the Event Cntent page. Click Edit Tab next t the Ask a Questin tab and enable the Display Answered Questins during On-Demand event ptin. Audience Phne Bridge The Audience Phne Bridge sectin appears n the Player and Branding Optins page and is used t add a phne listening ptin the audience. By default, audi will be streamed t a viewer s cmputer, but a phne bridge can be added in the setup. This requires a third-party phne bridge t be setup separately frm the webcast and added in the webcast setup. Befre starting the webcast, the Administratr will need t cnnect the third-party audience phne bridge int the webcast s Presenter Bridge via a three-way call. Fr additinal instructins n cnnecting an audience phne bridge, please cntact Supprt. If enabled n yur accunt, an integrated Audience Phne Bridge may als be available fr use. Please cntact yur Supprt r yur Sales Representative t learn mre this feature. If yu will be including an audience phne bridge n yur event, direct viewers t pen the webcast player and click Listen by Phne t access dial-in instructins. This ensures the event s cntent is synchrnized with presenter s audi. Phne Bridge Setup Select Allw audience t listen t the presentatin by phne t add a phne listening ptin. Enter the audience bridge number and the audience PIN r passcde in the Bridge number and PIN text field. Click Add Mre Numbers t add additinal dial-in numbers fr viewers t access. Use the WYSIWYG editr t custmize the infrmatin viewers will see. Tel:// frmat is supprted fr ne-click dialing fr viewers n mbile devices r using a VIP telephne service. Select Player defaults t Listen by Phne t make the webcast player default viewers t the phne listening ptin, rather than streaming audi. Select All viewers are required t Listen by Phne nly t disable the streaming audi listening ptin and require all viewers t listen by phne.

Viewer Experience If a phne listening ptin is available, viewers can click Listen by Phne (belw the Media cntrls) t access the phne bridge dial-in instructins. When Listen by Phne is selected, the phne bridge dial-in instructins will display where the Media cntrls previusly appeared. Viewers can click Listen by Cmputer t return t the streaming audi listening ptin. If the phne listening ptin is set as the default r the event is set t require all viewers t Listen by Phne, phne bridge dial-in instructins will appear when a viewer jins the presentatin. If the event is set t require all viewers t Listen by Phne, the Listen by Cmputer buttn will nt appear in the webcast player. Banner Lg The Banner Lg sectin appears n the Player and Branding Optins page and is used t uplad a banner lg, which will display as the left banner n the landing page and webcast player. The recmmended size fr this image is 300x75 pixels, with a maximum width f 700 pixels. Larger images can be edited r resized as needed. Click Uplad Banner Lg t uplad a banner lg. Select Uplad New t uplad an image frm yur cmputer (selected by default). Click Chse File t lcate an image and click Uplad t uplad the file. Select Frm a URL t uplad an image frm a website. Enter the URL f the image in the text field and click Get Image t uplad the file.

Select Existing Banners t chse an image frm previusly upladed. Click n an available image t add it as the banner. If the image is larger than the recmmended size, a warning message will appear after uplading the file. Click OK t prceed t the editing screen. Editing t the recmmended size is advised, but the riginal dimensins can be maintained. If exceeding the recmmended size, preview the banner n the landing page and webcast player t apprve the layut. Once upladed, yu will be able t edit the image. Click Revert t und edits. Click Resize t adjust the image s size. Click Rtate t rtate the image. Click Crp t select a prtin f the image t use. Click Text t add text t the image. Click Canvas t expand the backgrund f the image. Click (tp right f the editing screen) t save the image as the banner lg. After saving the image, yu will return t the Player and Branding Optins page. Click Edit Lg t return t the editing menu. Click Remve t delete the banner lg. Select Save as My Accunt Lg t save a banner t yur Existing Banners. Advanced Branding The Advance Branding sectin appears n the Player and Branding Optins page and is used t custmize the registratin page and webcast player. Belw is a list f features included in the Advanced Branding sectin and instructins n hw they are used. Right Banner Lg A Right Banner Lg can be added t display n the right side f the registratin page and webcast player. The recmmended size fr this image is 300x75 pixels. Larger images can be edited r resized as needed.

Click Uplad Right Banner Lg t uplad a right banner lg. Select Uplad New t uplad an image frm yur cmputer (selected by default). Click Chse File t lcate an image and click Uplad t uplad the file. Select Frm a URL t uplad an image frm a website. Enter the URL f the image in the text field and click Get Image t uplad the file. If the image is larger than the recmmended size (300x75 pixels), a warning message will appear after uplading the file. Click OK t prceed t the editing screen. Editing t the recmmended size is advised, but the riginal dimensins can be maintained. If exceeding the recmmended size, preview the banner n the landing page and webcast player t review the layut. Once upladed, yu will be able t edit the image. Click Revert t und any edits. Click Resize t adjust the image s size. Click Rtate t rtate the image. Click Crp t select a prtin f the image t use. Click Text t add text t the image. Click Canvas t expand the canvas f the image. Click (tp right f the editing screen) t save the image fr use as the banner lg. After saving the image, yu will return t the Player and Branding Optins page. Click Edit Lg t return t the editing menu. Click Remve t delete the banner lg.

Registratin Layut Use the Registratin Layut ptin t select the layut f the registratin page. Refer t the image n the right fr a preview f hw the selected registratin page will appear. Select Bxes Layut, Left Registratin t display the Registratin Frm belw the Landing Page Cntent (selected by default). Select Bxes Layut, Right Registratin t display the Registratin Frm n the right f the Landing Page Cntent. Select Bxes Layut, One Clumn t display the Lgin Frm, Landing Page Cntent and Registratin Frm in ne clumn. Select Bar Layut, One Clumn t display the Landing Page Cntent, Lgin Frm and Registratin Frm in ne clumn. Select Bar Layut, Ppup Registratin t display the Landing Page Cntent in the center f the page with pp-ups fr the Registratin and Lgin Frms. Select Bar Layut, Tw Clumn t display the Landing Page Cntent in the left clumn and the Registratin and Lgin Frms in the right clumn. Banner Clr A Banner Clr can be added t display as the backgrund f the banner n the landing page and webcast player. The Banner Clr is white by default but can be changed t match the backgrund f the upladed Banner Lg(s) r set t transparent t display the Page Backgrund clr r Backgrund Image. Use ne f the ptins belw t add a Banner Clr: Select the text field and enter the Hex Clr Cde f the clr f yur chice. Select the text field and chse a clr using the clr palette. Select a general clr alng the right befre chsing the specific clr in the center. Select Transparent t add a transparent Banner Clr t display the Page Backgrund clr r Backgrund Image behind the upladed Banner Lg(s). If a transparent Banner Clr is selected and n Banner Lgs are upladed, n banner will appear n the landing page r webcast player. Highlight Clr A Highlight Clr can be added t custmize the lk f yur event. The Highlight Clr will display n pen tabs and buttns in the webcast player and buttns n the landing page. If yu select a Bar Layut ptin in the Registratin Layut sectin, the Highlight Clr will als appear in the Title Bar f the landing page. Use ne f the ptins belw t add a Highlight Clr: Select the text field and enter the Hex Clr Cde f the clr f yur chice. Select the text field and chse a clr using the clr palette. Select a general clr alng the right befre chsing the specific clr in the center.

Date Bar Clr When selecting a Bar Layut fr the Registratin Layut, a Date Bar Clr can be added t display a backgrund clr n the date bar f the event s Landing Page. Use ne f the ptins belw t add a Date Bar Clr: Select the text field and enter the Hex Clr Cde f the clr f yur chice. Select the text field and chse a clr using the clr palette. Select a general clr alng the right befre chsing the specific clr in the center. Frm Cntainer If yu select Bar Layut, Tw Clumn fr the Registratin Layut, use the Frm Cntainer ptin t select a backgrund clr t appear behind the Registratin and Lgin Frms. Use ne f the ptins belw t custmize the Frm Cntainer: Select the text field and enter the Hex Clr Cde f the clr f yur chice. Select the text field and chse a clr using the clr palette. Select a general clr alng the right befre chsing the specific clr in the center. Registratin Cntainer Use the Registratin Cntainer ptin t select a backgrund clr t appear behind the Landing Page Cntent and Registratin and Lgin Frms. Use ne f the ptins belw t custmize the Registratin Cntainer: Select the text field and enter the Hex Clr Cde f the clr f yur chice. Select the text field and chse a clr using the clr palette. Select a general clr alng the right befre chsing the specific clr in the center. Select Transparent t add a transparent Cntainer t display the Page Backgrund clr r Backgrund Image instead. Player Cntainer Use the Player Cntainer ptin t chse whether a Cntainer will appear arund the webcast player. A white Player Cntainer is included by default. Use ne f the ptins belw t custmize the Player Cntainer: Select White t include a white cntainer (select by default). Select Transparent t include a transparent cntainer.

Page Backgrund A Page Backgrund clr can be added t display as the backgrund n the landing page and webcast player. Use ne f the fllwing ptins t add a Page Backgrund clr: Enter the hex cde f a clr in the text field. Click n the text field and chse a clr using the clr palette. Select a general clr alng the right befre chsing the specific clr in the center. Backgrund Image A Backgrund Image can be added t display as the backgrund n the registratin frm and webcast player. The Backgrund Image shuld be a hrizntally repeating image r gradient that fades t a slid clr, which wuld then be set as the Page Backgrund clr. This allws the image t seamlessly adjust t any size brwser windw. Click Uplad Backgrund Image t uplad an image. Select Uplad New t uplad an image frm yur cmputer (selected by default). Click Chse File t lcate an image and click Uplad t uplad the file. Select Frm a URL t uplad an image frm a website. Enter the URL f the image in the text field and click Get Image t uplad the file. Once upladed, yu will be able t edit the image. Click Revert t und any edits. Click Resize t adjust the image s size. Click Rtate t rtate the image. Click Crp t select a prtin f the image t use. Click Text t add text t the image. Click Canvas t expand the canvas f the image. Click (tp right f the editing screen) t save the image fr use as the Backgrund Image.

After saving the image, yu will return t the Player and Branding Optins page. Click Edit Lg t return t the editing menu. Click Remve t delete the banner lg. PwerPint Decks The PwerPint Decks sectin appears n the Event Cntent page and is used t uplad slides t an event. Slide prcessing time varies, s it is recmmended t uplad slides at least ne hur befre the scheduled start. An email will be sent t the Administratr s email address nce the slides are available. Click Uplad New Slide Deck frm My Cmputer t uplad a PwerPint file. Click Chse File t lcate a slide deck n yur cmputer, add a title in the Slide Deck Title field and click Uplad t uplad the file. Click Create PDF Dwnlad t create a slide PDF fr viewers t dwnlad frm the webcast player. Click Make Shareable t display a URL fr the slide PDF and allw it t be shared utside f the webcast player. A successful message will display when the file has been upladed. T uplad additinal slide decks, fllw the previus steps. Once the file is available, a slide thumbnail will display. If multiple slide decks are upladed, drag the thumbnails t rerder hw the decks will appear in the Live Studi. A prcessing thumbnail will display befre the file is available. Right-click n a slide thumbnail t display the available ptins.

Select View t display a preview f the slide deck. Select Delete t delete a slide deck frm the presentatin. Select Create PDF t include a slide PDF fr viewers t dwnlad frm the webcast player. Select Dwnlad (PPT/PPTX) t dwnlad a cpy f the slides. Media Clips The Media Clips sectin appears n the Event Cntent page and is used t add pre-recrded media files t be shared with viewers. Use Primary Media Clips t uplad audi r vide files that will appear embedded in the media windw f the webcast player fr an On-Demand r Simulated Live event. Primary Media Clips will be available in the Clips Library n the On-Demand r Sim-Live Studi and are added t the Event Timeline t be included in the event. Use Overlay Vides t share pre-recrded vide files with yur audience during an audi r vide presentatin. Overlay Vides can be included n any event (Live, On-Demand r Simulated Live) and can be used t shwcase dems, cmmercials r prmtinal vides. Fr Live events, these vides shuld be upladed at least ne hur befre the scheduled start and are shared by a presenter using the Live Studi. Fr On-Demand r Simulated Live events, these vides are added t the Event Timeline t be included in the event. Overlay Vides will display fullsize ver the entire presentatin and ther event cntent (the event s audi/vide surce, slides, surveys, etc.) will be paused while the vide plays. Click Uplad a Clip t uplad a file. Chse a File Type. Select Primary Event Clip t display the audi r vide file embedded in the media windw f the webcast player (nly available n On-Demand and Simulated Live events). Select Overlay Vide t display the vide full-screen ver the webcast player. Click Chse File t lcate a file, enter a title in the Clip Title field and click Submit. A successful message will display the file has been upladed. Click OK t prceed. File prcessing time varies, s it is recmmended yu uplad yur file(s) as far in advance as pssible. An email will be sent t cnfirm when the file is available fr use. If an Overlay Vide is larger than the recmmended size, a warning message will appear after uplading the file.

Click Yes, Resize My File t resize the vide t the recmmended size. Click N, D Nt Resize My File t maintain the riginal dimensins. Click Cancel Uplad t cancel uplading the file. Available files will appear in the Media Clips sectin f the Event Cntent page. Files will display the title, duratin and dimensins. Event Resurces The Event Resurces sectin appears n the Event Cntent page and is used t hst files fr the audience t dwnlad. Upladed files will appear in the Event Resurces tab f the webcast player and be available fr the audience t dwnlad at any time. Click Uplad New Resurce t uplad a file as an Event Resurce. Click Chse File t lcate a file fr uplad. Enter the title that will display t viewers in the Dcument Title field. Click Make Shareable t display a URL fr the slide PDF and allw it t be shared utside f the webcast player. Click Uplad t uplad the file. If the Create PDF dwnlad ptin was selected when uplading a PwerPint deck, a PDF f the slides will appear in the Event Resurces sectin. Use the Title text field t rename hw files will display t the audience. Use the Order text field t rerder Event Resurces.

Click Edit Access t cntrl access t Event Resurces. If set as shareable, a URL will be listed here. The URL allws the Event Resurces t be shared utside f the webcast. If set as secure, a icn will display and n URL will be prvided. Click Delete t delete an Event Resurce. Fr On-Demand audi events, select Enable MP3 Dwnlad t allw viewers t dwnlad a MP3 f the presentatin s audi. All upladed files will appear in the Event Resurces tab f the webcast player. Headshts The Headshts sectin appears n the Event Cntent page and is used t add speaker headshts, cmpany lgs r ther images that can be displayed during an audi event. Headshts need t be 320x240 pixels but can be edited after uplading. Headshts are cntrlled using the Live Studi and appear t viewers in the media windw f the webcast player. Click Uplad New Headsht t uplad an image. Select Uplad New t uplad an image frm yur cmputer (selected by default). Click Chse File t lcate an image and click Uplad t uplad the file. Select Frm a URL t uplad an image frm a website. Enter the URL f the image in the text field and click Get Image t uplad the file. If the image is larger than 320x240, yu will be asked t resize the image.

Select Crp Image t Fit t chse a prtin f the image t be resized t the prper dimensins (selected by default). Select Scale Image t Fit t resize the entire image t the prper dimensins. Once upladed, yu will be able t edit the image. Click Revert t und any edits. Click Resize t adjust the image s size. Click Rtate t rtate the image. Click Crp t select a prtin f the image t use. Click Text t add text t the image. Click Canvas t expand the canvas f the image. Click in the tp right f the editing screen t save the image fr use as a headsht. Use the Order text field t rerder Headshts. Click Edit Image t edit a Headsht. Click Remve t delete a Headsht. Custm Player Tabs The Custm Player Tabs sectin appears n the Event Cntent page and is used t setup tabs t hst additinal cntent in the webcast player. There are tw types f Tabs available: Tp Tabs are larger in size and appear as additinal ptins next t the slides. Tp Tabs are cmmnly used t hst speaker bis, cmpany r prduct infrmatin r an embedded Twitter feed.

Left tabs are smaller in size and appear belw the media cntrls alng the left f the webcast player. Left Tabs are cmmnly used t hst scial media r ther external links, viewing instructins r event infrmatin. Previusly enabled features (ex. Audience Questins r Event Resurces) will appear as Left Tabs autmatically. Click Add Tp Tab t add a Tp Tab r Add Left Tab t add a Left Tab. Enter a title in the Tab Title field (tp left f the tab setup). Enter an rder in the Tab Order field (tp right f the tab setup). Use the WYSIWYG editr t setup yur Custm Player Tab. Use the buttn t insert an image. Use the buttn t insert a vide. Use the buttn t add r edit a link. Use the buttn t insert a hrizntal ruler. Use the buttns t und and red edits. Use the buttn t enter HTML cde r edit the existing HTML cde. Use the buttn t create speaker bis. Select a Speaker Layut and chse the Pht Size & Shape alng the left. Create yur Speaker List by adding phts and speaker infrmatin alng the right.

Use the buttn t embed a Twitter feed int the tab. T display a User Timeline, enter the username in the field prvided. Click Save Changes t save the tab. Previusly enabled features (Ex. Ask a Questin r Event Resurces tabs) will appear autmatically as Left Tabs and can be edited as needed. Click Edit Tab t edit hw the tab will display t viewers. Use the Lad as ptin t tggle a Tab frm displaying as Open r Clsed in the webcast player by default. In the Ask a Questin Tab, select Display Answered Questins during On-Demand event t display questins and answers t the audience during an On-Demand r Simulated Live event. Click Cnvert t Tp Tab t cnvert the Left Tab t a Tp Tab. Surveys The Surveys sectin appears n the Event Cntent page and is used t add surveys t be shared with the audience. During a Live event, In-Event and Attendance Surveys are manually sent t the audience frm the Live Studi, while the Pst-Event Survey autmatically deplys when a viewer exits the webcast player. Click Manage Surveys t add a survey. Select what type f survey yu wuld like t setup (tp f the screen). In-Event r Pst-Event Surveys Click + New In-Event Survey t add an In-Event Survey r click Pst-Event Survey t add a Pst- Event Survey. Each In-Event Survey can cntain 10 questins, while the Pst-Event Survey can cntain up t 75 questins. Enter a title in the Survey Title field.

Select hw questins will display t the audience using the Display Questin Label and Display Answers Label drpdwn menus. Click Add a Questin t this Survey t add a survey questin. Enter a questin in the Questin textbx. Select an answer type using the Type drpdwn menu. Fr questins with pre-ppulated answers, up t 15 answer chices can be included. Radi and Drpdwn ptins allws viewers t select a single answer frm a predefined list. Checkbx and Select Multi ptins allws viewers t select multiple answers frm a predefined list. Textbx and Text Area ptins allw viewers t enter an answer using a text field. Descriptive Text and Sectin Title ptins are used t add headers and descriptive text t a survey. Select Required t require the audience t answer the questin. Fr questins with predefined answers, enter the answers in the Answer Chices fields. Click + Add Answer t add additinal answers. If yu wuld like t grade audience respnses, use the radi buttns in the Crrect clumn t indicate that crrect answer. If yu wuld like t add a cmment r feedback that will display t viewers selecting a respnse, enter the cmment in text fields under the Answer Cmments clumn. T scre respnses (fr grading r certificatin purpses), enter a pint value fr respnses in the Ttal available pints field.

Click View advanced scring ptins t add advanced scring t a questin. Use Advanced Scring t setup scring fr questins that will have weighted respnses r t prvide pints fr any respnse selected. Enter a cnfirmatin message in the textbx prvided. This message will display t viewers after they respnd t the survey. Select Play audi alert when survey lads t play an audi alert when the survey lads fr viewers. Select Autmatically clse survey after 45 secnds t autmatically clse the survey fr viewers after a set amunt f time. Enter the desired display time in the available field (45 secnds by default). Select Display results after user submits survey t autmatically display survey results t viewers (nly available fr questins with predefined answers). Select t display results as a Pie Chart r Bar Graph. Enter amunt f time t delay results befre sharing them with viewers using the Delay time text field. Select an rder fr the surveys t appear in the Live Studi using the Display rder text field. Click Save t save the survey and return t the main menu. Click Cancel t cancel the survey setup and return t the main menu. Click New Questin t add anther questin t the survey. Click Edit Survey Settings t edit the settings frm the previus setup. Click Preview Survey t preview a survey. Attendance Surveys Click + New Attendance Survey t add an Attendance Survey.

Enter a title in the Survey Title text field. Enter a questin in the Questin r Header textbx. Enter the text that will appear n the buttn viewers use t respnd in the Buttn Text field (Yes by default). Select Play audi alert when survey lads t play an audi alert when the survey lads fr viewers. Enter the amunt f time viewers will have t respnd t the Attendance Survey using the Autmatically clse survey after text field. Select an rder fr the surveys t appear in the Live Studi using the Display rder text field. Click Save t save the survey and return t the main menu. Click Cancel t cancel the survey setup and return t the main menu. Click Edit Survey Settings t edit the settings frm the previus setup. Click Preview Survey t preview an Attendance Survey. Grading and Certificatin Click Event Prperties t view the platfrm s grading and certificatin ptins. Select Enable Instant Grading t add live grading t n viewer s survey respnses. Enter the pint value fr questins in the Default Questin Pint Value text field. Select Enable Certificates t enable certificatin n an event. First Name and Last Name fields must be required n the registratin frm in rder t ppulate the viewer s name n a certificate. Enter a certificate name in the Name f Certificate text field. Click Brwse t lcate a custm certificate template and click Uplad t uplad the certificate. The certificate must include frms t ppulate the Title, Date, the viewer s Name and a Certificate ID. Frms must be created in Adbe Acrbat and use the frmatting belw:

Title: TITLE Date: DATE Name: NAME Certificate ID: CERTID Click Dwnlad Sample PDF t access a sample certificate template. Use the sample certificate as a template fr creating a custm certificate. Click Manage Certificate Email t edit the certificate email sent t viewers. Select Default Template t use the default email template (selected by default). Select Custm Template t create a custm email. Edit the Reply-T Email, Frm Name and Email Subject using the available text fields. Edit the Email Bdy f the email using the WYSIWYG editr. T receive a test cpy f the certificate email, enter an email address in the Send a test email t: field. Click Save t save the setup. Click Cancel t cancel the setup. Click Manage Certificate Messages t edit the pst-exam messages. Update the Passed, Failed - N Retakes Left, Failed Allwed t Retake Exam messages and the Retake Buttn Text using the available fields. Click Save t save the setup. Click Cancel t cancel the setup. Select Enable Certificatin Exam t add an exam required fr certificatin. Enter a Minimum percentage f crrect answers, Minimum number f Attendance Surveys, Number f retakes allwed and/r a URL t redirect viewers that fail using the text fields. If a survey questin will be included in yur Certificate Exam, make sure t enable the This Survey is a requirement fr Certificatin checkbx in the survey setup. This

checkbx will nly appear after the Certificate Exam ptin has been enabled in the setup. Fr that reasn, it is recmmended t setup the Certificate and Exam befre creating survey questins. Viewer s results will be calculated based n the Exam requirements t determine if a viewer passed r failed the Certificatin Exam. Viewers that pass the Exam will receive an email cntaining a link t their certificate. Viewer that see the Cngrats! message after exiting the presentatin will receive a certificate. Viewers that d nt meet the exam requirements r clse their windw befre the end f the event will nt receive a certificate. Click Save t save the certificatin setup. Click Cancel t cancel the certificatin setup. Player Fter The Fter sectin appears n the Event Cntent page and is used t add cntent in the fter belw the webcast player. The Fter will appear t viewers n the left side f the screen belw the webcast player. Cmmn uses fr the Fter include trademark, cpyright r disclaimer text. Click Manage Player Fter t create a Player Fter. Use the WYSIWYG editr t custmize the cntent. Enter and edit text in the text bx f the WYSIWYG editr. Cntrl the fnt type, size, styling and clrs.

Adjust the text alignment, create lists and add indentins. Use the buttn t insert an image. Use the buttn t insert a vide. Use the buttn t add r edit a link. Use the buttn t insert a hrizntal ruler. Use the buttns t und and red edits. Use the buttn t enter HTML cde r edit the existing HTML cde. Use the buttn t create speaker bis. Click Save Changes t save the setup. Click Cancel t cancel the setup. Security Settings Referral Checking Referral Checking is used t cnfirm that any viewer accessing the event is jining frm a URL setup in the system. This ensures that all traffic is cming frm an apprved lcatin and prevents the link frm being accessed by unintended viewers. Any viewer nt directed t the presentatin frm an apprved URL will nt be able t gain access t the event. Select Enable Referral Checking t add a list f apprved referral URLs. Enter a URL r multiple URLs separated by semicln in the text bx. Http:// r https:// URLs are required. Passwrd Prtectin Passwrd Prtectin requires viewers t have a passwrd t gain access t the event. The passwrd can be required n the lgin page and distributed via email t qualify registrants r required n the registratin frm and distributed by the Administratr in advanced t apprved viewers.

Select Passwrd Prtect Lgins t add a passwrd field n the lgin frm nly. With Passwrd Prtect Lgin, the passwrd will be distributed in the event emails and used t ensure registrants prvided a valid email address. The passwrd can be remved frm the event emails by selecting the Custm Message ptin and remving the EVENTPASSWORD Aut Field frm the emails. Enter a passwrd in the Passwrd text field. The passwrd field is case-sensitive. Select Als require fr registratin t add the passwrd field t the registratin frm, which requires viewers t submit the passwrd when registering fr the presentatin. With Passwrd Prtectin n the registratin frm, the passwrd needs t be distributed t viewers in advance f their registratin. Enfrce URL Security Key The Enfrce URL Security Key ptin is used t require viewers t have the Security Key included in the Event URL they use t access the event. This is an added level f security t prevent unintended viewers frm accessing the event. Enable Enfrce URL Security Key t require viewers t have the Security Key in the URL used t access the event (disabled by default). Disable this ptin t allw viewers t access the event withut requiring the Security Key. Audience Emails The Audience Emails sectin appears n the Email & Marketing Optins page and is used t cntrl the event emails viewers will receive. A Registratin Cnfirmatin Email and Event Reminder Email are enabled by default n all events. The Cnfirmatin Email is sent when a viewer cmpletes the registratin prcess. One (1) Event Reminder Email is scheduled t send 24 hurs befre the event. The existing Reminder Email can be rescheduled r additinal Reminder Email blasts can be scheduled. Bth emails use a default template that can be edited during the setup prcess. Select Enable Registratin Cnfirmatin Email t include a Registratin Cnfirmatin Email (selected by default). Select Enable Event Reminder Email t include an Event Reminder Email (selected by default). A Reminder is autmatically scheduled fr 24 hurs befre the event.

T reschedule an existing Reminder, select a new date and time using the drpdwn menus and click Save. Click + Add New t add a Reminder email blast. Enter the date and time using the drpdwn menus and click Save t add a reminder. Click Delete next t a Reminder t cancel the email blast. Select Send Default Text t use the default email template (selected by default). Select View t preview the default template. Select Send My Custm Message t create a custm email template. Use the text fields t change the email s Frm Name, Reply-T Email and Email Subject. Use the WYSIWYG editr t custmize the default template. Use the buttn t enter HTML cde r edit the existing HTML cde. This can be used t incrprate an existing HTML email template. Refer t the Available Aut Fields belw the WYSIWYG editr fr a list f fields that can be used t autmatically ppulate event infrmatin. Use the REMINDERBUTTON Aut Field t incrprate a calendar reminder int yur event emails. Enter an email address in the text field belw the Email Bdy t receive a test cpy f the email when the page is saved.

Fllw-up Emails The Fllw-up Email sectin appears n the Email & Marketing Optins page and is used t send fllw-up emails t viewers. Emails can be targeted t live attendees, n-demand attendees r thse that registered but did nt attend. These emails can be custmized and scheduled t send at specific times. It is recmmended t schedule Fllw-up Emails at least ne (1) hur after the event is scheduled t end t ensure the event s viewing data is crrectly tabulated befre these emails are sent t the audience. Click + Add New t add a Fllw-up Email. Select which grups will receive the email using the Send email t registrants wh: checkbxes (Attended Live is selected by default). Use the text fields t edit the email s Frm Name, Reply-T Email and Email Subject f the Fllw-up Email. Use the WYSIWYG editr t edit the default Fllw-up Email template. Use the buttn t enter HTML cde r edit the existing HTML cde. Refer t the Available Aut Fields belw the WYSIWYG editr fr a list f fields that can be used t autmatically ppulate event infrmatin. Select the date and time fr the Fllw-up Email t send using the drpdwn menus. NOTE: It is recmmended t schedule Fllw-up Emails at least ne (1) hur after the event is scheduled t end t ensure the event s viewing data is crrectly tabulated befre these emails are sent t the audience.

Click Schedule Email t schedule the email. Scheduled Fllw-up Emails will appear n the Email and Marketing Optins page. Click Save as a Draft t save the email as a draft. Click Edit t edit a draft r scheduled email. Click Save t save the email if any edits are made. Click Delete t delete a scheduled email. Click + Add New t schedule additinal emails. Campaign Surce Tracking The Campaign Surce Tracking feature appears n the Email & Marketing Optins page and is used t create unique URLs fr each lcatin where yur event will be prmted. Campaign IDs can cntain alphanumeric characters, alng with hyphens and underscres. Enter a Campaign ID in the text field. Click Create New. A unique Event URL will be created fr this Campaign ID and listed under Campaigns with N Registrants. Use the URL listed next t the Campaign ID t prmte yur event. A Campaign will mve t Active Campaigns nce it has been used t register fr the event. Campaign Surce Tracking Reprting Reprting data n yur Campaign Surce Tracking URLs can be accessed in the Reprting interface. Campaign Surce Tracking data can be access fr individual viewers r at an event-wide level depending n which reprt is selected.

When running an Audience Details reprt, enable the Campaign Surce Tracking checkbx t include each viewer s Campaign ID (if applicable) in the reprt. When running an Event Analytics reprt, select the Campaign Surce Tracking Reprt ptin t access Campaign ID data at an event-wide level.