- When setting up meetings for customers from a specific company, you want to ensure only they can Register and Attend. Here are the steps. Comments welcome.
4/16 When working with Andrea and Alisa, a question about how to invite the Champion who will send their employees the registration link. You can add them as attendee (STEP 1 where I added my name) or take the invitation that gets mailed to you to forward (APPENDIX A, STEP 2). I prefer the second option because 1) you have to send the Champion instructions to forward to employees so you can have them tell their employees they must register at least one day ahead of the session using their company email, anyway and 2) then you see in your OUTBOX what you sent it to the Champion.
5/1 I replaced Appendix C: Running Registration Report for Salesforce because the previous version documented WebEx Event Center Reporting. Appendix C now documents WebEx Meeting Center Reporting.
1.
The meeting should be set up by person presenting. However, usually anyone with a SAS/JMP host account can start it. Person that sets up is only one to access/pull registration report (Appendix C). Let anyone with host account start means you can have a colleague start if you can't. You need to send them all the details in advance, however, like event ID, link.
2.
3.
- Unless sure you will have global participants, leave off the global numbers. It makes invitation busy.
- Do not check Exclude password from email invitation. This really means exclude from Registration Confirmation and you DO want the password in the Registration Confirmation (which accepted registrants will add to calendar – Appendix A).
NOTE: If there is anyone else from JMP or organization, have them register as attendee and you can promote them as a presenter during the session. Optional: Add someone who can check on home machine not set up to SAS account.
- If you want to limit to a company, the only way is to manually accept invitation requests, check for email company name, and then approve (Appendix A). Tell contacts that they must register by COB day before because you don’t want them to register late while you are on and can’t approve them.
7. 5/14/2020 Add the legal wording to the top of your agenda and send legal wording and agenda to Champion:
-
It turns out that the registrant does not see the wording or the agenda. So, you can fill it in here as a record, but also should send by email to the Champion.
By registering for this event, you understand and agree that your personal information will also be shared with your employer, <customer company name>. For questions, please contact <company contact at <company contact email address>.
8.
- If host is presenter, host will see Chat anyway. Otherwise, don’t distract presenter.
- Review and Save
Appendix A
More about Registering and Accepting Registrations
Here’s how you spread the word, get registrants, and approve them so they get calendar invitation to your webinar:
- Send yourself an invitation. (Using selections you specified in Step 5 above.)
- Step 2 - Forward the forwarding invitation to someone outside JMP and SAS – to the Champion at your company or whoever is inviting people to register.
- Step 3 – Person to whom invitation is forwarded (and to whom they forward) will get this and they must register.
- Step 4 – After they register, you will see them listed under Registration – Manage Registrations and then you will confirm (check) the individuals you want and accept them.
- Step 5 – People you accept will get confirmation and password to add to calendar:
Appendix 2
During the Session
- Promote any attendee to presenter by clicking on their name then making them presenter by clicking on their name and MAKE PRESENTER.
- MAKE SURE YOU TURN OFF ANYONE CAN SHARE. If you leave that on: This feature allows any participant in your meeting to share content. ... You can also disable this feature while a meeting is in progress if you want more control over sharing as the meeting host.
- Let other JMP people who are presenting monitor Chat.
Appendix C MODIFIED MAY 15, 2020
Running Registration Report for Salesforce
5/15/2020 If it is a JMP Day, send to Kathy Walker. If not, please add to Salesforce. NOTE: Before the event, the usage report lists registrants; after the event (takes about 24 hours) it only lists attendees. So, the attendees will get uploaded to salesforce.
1. From WEBEX>MY REPORTS run USAGE REPORTS
2. Put in DATE RANGE and DISPLAY REPORT
3. Click on TOPIC Title you want.
4. Then, from next screen, EXPORT REPORT to get .csv
