In this article we cover:
- Steps to create your first session
- The setup tab
- The features tab
- The identification tab
- The theme tab
- The sharing tab
- Easier navigation
- Labeling your sessions
Steps to create your first session:
Whether you are creating your first session or creating a new session the steps stay the same.
Log In to your dashboard.
Press the 'Create Session' button.
Enter your new session name.
From here you can select the options menu (three dots) next to the session name to:
- Change the session settings
- Duplicate the session
- Invite participants or
- Delete the session
When you click on the Settings in the main navigation menu you will find a new pop-up window giving you setting options for:
- SETUP TAB: General session info, session date, session name, the title of your session, a subheading and then a description (or agenda) of what you are going to share with your participants during the session. (The title, subtitle and description sections will appear on your participant app, once participants have joined your session). You can also add labels to your session card to make it easy when searching for a specific session.
- FEATURES TAB: Access to features such as the -
- Q&A settings - sharing a Q&A message board with your participants as well as the moderation setting for the Q&A board.
- Poll settings - with the profanity filter, and also the on/off option to automatically display the voting results on poll close.
- Present view settings -This section allows you to show the joining instructions with the 9-digit Session ID and/or to use a QR code to invite participants.
- Webcast - enabling you to link your Vevox session to a webcast. Contact our team at email@example.com if you would like to enable it or read more about our webcast setups.
- Zoom integration - Vevox offers a special Zoom integration to ensure a seamless experience when hosting a Zoom call with audience participation.
- IDENTIFICATION TAB - in this section you select the settings if you want your participants to stay anonymous or have them identified during a session. You can also set up a passcode here, or SAML SSO authentication. Choose between the different participant identification options:
- Anonymous - for sessions with or without passcode protection. Participants will always be completely anonymous in this mode, even in the data reporting.
- Identified - these sessions allow you to get your participants to enter a name or use SAML authentication to identify them.
- Show names - participants names will be visible to all other participants on the Q&A board. All live polls and survey answers will be identifiable in the data report.
- Hide names - participants names will be hidden on the Q&A board. Any messages sent to the Q&A board will be still identifiable in the data report. Additionally, all live polls and survey answers will be identifiable in the data report.
- Participant's choice - participants can choose for themselves if they would like to be visible or anonymous when using Q&A. Any Q&A messages sent anonymously will be completely anonymous to other participants and in the data report. All live polls and survey answers will be identifiable in the data report.
- Passcode protection - set up a passcode that participants need to enter to be able to join the session.
- THEME TAB: this is where you can customize the theme of your session by changing the logo and background templates for Present view as well as the participant app.
- SHARING TAB: If you want to share your meeting with a colleague or another party to help manage the session when you are presenting.
Click on the hamburger button once again to expand the dashboard menu.
Labeling your sessions for searchability
Currently, you cannot re-order or categorize your sessions in the dashboard, but you can label them to find the ones most often used or grouped together.
To label your session:
Go to the session list view.
Select the session(s) you want to label by selecting the tick box next to it.
Then enter the new label name in the search/filter bar in the top right and press 'Enter'.
Use the search/filter bar to search for your sessions. Labels can also be removed or multiple labels can be added to one session.
Watch this short video on setting up your first poll and launching it to your participants: