GlobalMeet Webcast

Marketing Package

Document Marketing Package

Release 5.0

Revision Date May 20, 2019

Contents

Template Setup ............................................................................................................................................ 3

Portal Setup .................................................................................................................................................. 4

Cost Centers ................................................................................................................................................. 6

Expiration Notice .......................................................................................................................................... 6

Registration Form Note ................................................................................................................................ 6

Landing Page Labels .................................................................................................................................... 7

Registration Footer ...................................................................................................................................... 7

Social Sharing .............................................................................................................................................. 8

User-Controlled Slides ................................................................................................................................. 9

Exit URL ...................................................................................................................................................... 10

Sponsor Logos ........................................................................................................................................... 10

Third-Party Analytics .................................................................................................................................. 11

Registration Admin Accounts ................................................................................................................... 12

Template Setup

A template can be created to automatically populate certain settings and functionality on any new

webcast you create. A template can be set up for each folder within an account, allowing unique

templates to be created for each type of events you will deliver.

Templates set up in the main folder will apply their settings to any sub-folders, unless the sub-folder

has an existing template. Once setup, templates can be edited by returning to the setup.

• Click to setup a template.

• Follow the setup wizard to create a template.

o This follows a similar wizard to the event setup process.

• Once the setup is complete, use the Summary page to preview the template, add additional

settings or edit the template setup.

• Use the button in the Event Library to return to the portal setup.

Portal Setup

A Portal can be setup to manage the registration process and viewers access to multiple related

events. Once a Portal is created, events can be linked to the Portal, allowing viewers to use a single

link to access multiple events. The Portal setup process and controls use the same interface as an

individual event. Once a Portal is created, it can be accessed and edited in the Portals section of the

Event Library, which appears below your events.

• Click in the Event Library to create a portal.

• Follow the setup wizard to create a Portal. This follows a similar wizard to the event setup

process with a few differences.

o The on the Registration page is used to control how users access

events.

a. When enabled (default), viewers choose which events to register for using the available

checkboxes.

i. When enabled, viewers will appear in the reports for any events they selected during

registration.

b. When disabled, viewers are automatically allowed access to all portal events.

i. When disabled, viewers will only appear in the event’s reports after they enter the

presentation.

o The Portal Segment Builder on the Registration page is used to determine how events display

on the portal.

▪ The default template can be used or the template can be customized using the WYSIWYG

editor.

▪ Refer to the Available Auto Fields below the WYSIWYG editor for a list of fields that can be

used to automatically populate event information.

o The Post-Registration Segment List on the Registration page is used to customize events

linked to the Portal will display after registering.

▪ The default template can be used or the template can be customized using the WYSIWYG

editor.

o Use this feature to reorder events on the portal based on registered and

unregistered, in order of their date or to a custom setup.

▪ Refer to the Available Auto Fields below the WYSIWYG editor for a list of fields that can be

used to automatically populate event information.

o The Manage Linked Segments page is used to link events to the Portal.

▪ Click to select which events to add to the Portal.

▪ Use the Order column to reorder events linked to the Portal.

▪ Use the Display column to select whether linked events display to viewers.

▪ Use the Access column to select whether the presentation can be accessed by viewers.

▪ Click Edit Details to add or edit the event’s description, which, if added, appears on the

portal by default.

▪ Click to remove segments from the portal.

• Once the Portal setup is complete, use the Portal URL from the Portal Summary page to promote

the portal.

Cost Centers

The Cost Center feature appears on the Event Settings page and is used to associate the event to a

department or group for billing purposes. The Cost Center will only display internally in the event

setup or report.

• Enter a Cost Center in the available field.

Expiration Notice

The Expiration Notice feature appears on the Event Settings page and is used to send a notification

when an event’s expiration date is approaching. The email addresses entered during setup will

receive an email 30 days before the event is set to expire.

• Select to add an Expiration Notice to an event.

• Enter an email address in the text field.

o When adding multiple email addresses, separate emails by semicolon.

Registration Form Note

The Registration Form Note section appears on the Registration page and is used to add content in

the footer at the bottom of the event’s registration page, above the Submit button. Use the What-

You-See-Is-What-You-Get (WYSIWYG) Editor to include non-question text, such as disclaimers, links to

Privacy Policies, Terms of Service, etc.

• Click Edit Registration Form Note to add content.

• Use the What-You-See-Is-What-You-Get (WYSIWYG) Editor to include non-question text.

o You will have the ability to format text, add links and modify the HTML code directly. Roll your

mouse over each tool icon for function information.

Landing Page Labels

The Landing Page Labels section appears on the Registration page and is used to customize the

descriptive text and button text that appears on an event’s registration page by default.

• Click Edit Landing Page Labels to view a list of labels.

• Each label includes a description of the label, an example of the default text and a text field that

can be used to customize how the label displays.

• Click Save Changes to save the setup.

• Click Cancel to cancel.

Registration Footer

The Registration Footer section appears on the Registration page and is used to add content in the

footer at the bottom of the event’s landing page. Common uses for the Registration Footer include a

disclaimer, privacy policy or copyright text.

• Use the WYSIWYG editor to create the Registration Footer.

o Enter, edit and format text in the WYSIWYG editor.

▪ Control the font type, size, styling and colors.

▪ Adjust the text alignment, create lists and add indentions.

▪ Use the button to insert an image.

▪ Use the button to insert a video.

▪ Use the button to add or edit a link.

▪ Use the button to insert a horizontal ruler.

▪ Use the buttons to undo and redo edits.

▪ Use the button to enter HTML code or edit the existing HTML code.

▪ Use the button to create speaker bios.

• Click Save Changes to save the setup.

• Click Cancel to cancel.

Social Sharing

The Social Sharing section appears on the Registration Options page and is used to add social media

sharing buttons to a presentation. This allows viewers to share the event with others using

Facebook, Google+, LinkedIn or Twitter. These buttons appear on the event’s landing page

automatically and can be manually added to one of the WYSIWYG editors in the webcast player

setup.

• Click Manage Social Sharing to view the Social Sharing options.

• Select to activate or deactivate Social Sharing links.

o Links can be deactivated at any time using these controls.

• Select which social networks to add using the Select Social Networks checkboxes.

o indicates Twitter.

o indicates LinkedIn.

o indicates Facebook.

• Edit the information that will display when selecting a Social Sharing link using the Webcast Title,

Image path, URL, Description and Hashtag fields in the OpenGraph Tag Fields section.

o Refer to the example of how these fields will display.

• The Social Sharing options will appear at the bottom of the event’s landing page by default.

• To add Social Sharing to the webcast player, copy the text from the Embed Code for Social

Buttons textbox and paste it into the Player Footer or Custom Player Tabs sections using the </>

button in the WYSIWYG editor.

o A yellow box in the WYSIWYG editor will outline where the Social Sharing options will appear.

o Social Sharing buttons can also be added to an external page using the code provided. • Click Save Changes to save the setup.

• Click Cancel to cancel.

User-Controlled Slides

The Slides section appears on the Player and Branding Options page and is used to control the

PowerPoint slides on a presentation. If slides are enabled on the event, you can allow viewers to

advance slides on their own, rather than having slides advanced by presenters.

• Select to allow each individual viewer to advance the event’s slides

at their own pace.

o Slides are advanced by presenters if this feature is not enabled (default setting).

Exit URL

The Exit URL section appears on the Player and Branding Options page and is used to redirect

viewers to another URL when they exit the presentation.

• Use the Redirect viewers to this URL when they exit the presentation field to enter the Exit URL.

o An http:// or https:// URL is required.

▪ An https:// URL is recommended to avoid browser security warnings that occur when

passing to an http:// URL. • Select to display the Exit URL to only viewers on at the

conclusion of the presentation.

Sponsor Logos

The Sponsor Logos section appears on the Player and Branding Options page is used to add images

that will appear below the webcast player. Multiple logos can be added and set to rotate at specific

intervals in the presentation. Logos can also be hyperlinked to direct users to external websites.

The maximum recommended size for Sponsor Logos is 400x70 pixels. The Sponsor Logos section is

commonly used to display logos for event sponsors or to promote upcoming events.

• Click Upload Sponsor Logo to add a Sponsor Logo.

• Click Choose File to locate an image and click Upload to upload the file.

o A http:// or https:// URL is required.

• To hyperlink the image, enter a URL in the Links To text field.

• If the image is larger than the recommended size, a warning message will appear after uploading

the file.

o Click OK to proceed using the existing dimensions.

▪ If exceeding the recommended size, preview the image in webcast player to review how

the image will display to viewers.

o Click Edit this image now to proceed to the editing screen.

▪ Click Revert to undo any edits.

▪ Click Resize to adjust the image’s size.

▪ Click Rotate to rotate the image.

▪ Click Crop to select a portion of the image to use.

▪ Click Text to add text to the image.

▪ Click Canvas to expand the canvas of the image.

▪ Click in the top right to save the image for use as a Sponsor Logo.

• Click Edit Logo to return to the editing menu.

• Click Delete to delete an image.

• Use the Order text field to reorder images.

• Use the Links To text field to add a hyperlink.

• Use the Display Time text field to time images to rotate.

Third-Party Analytics

The Third-party Analytics option appears in the Optional Event Settings section of the Event Summary

page and allows for a Google Analytics, HubSpot Analytics, and Facebook Pixel Tracking ID to track

activity on an event.

• In the dropdown menu, select HubSpot Analytics, Google Analytics or Facebook Pixel.

• In the text field, enter the Tracking ID.

• Click Update to save the setup.

Registration Admin Accounts

The Registration Admin Accounts section appears on the Event Summary page and is used to create

accounts that allow a user access to the Webcast Registration Portal. Once the user has viewed the

event, they are able to use this portal to register additional users to the event, who will appear in the

reports with the admin’s viewing duration(s). This is commonly used when an event will be viewed in

a group environment and attendance is required.

• Click New Account next to the Registration Admins option to setup an account.

o In the text field, enter the email address or multiple separated by semicolon for each

Registration Admin.

o Select to send login details directly to a

user (selected by default). o Select to send login details to yourself only.

o Click Create Accounts and Send to create Registration Admin Account and send the email

with login details.

o Click Cancel to cancel the setup.

• Click Manage Accounts next to the Registration Admins option to edit or delete existing accounts.

o Select which Registration Admin Accounts to reset or delete using the check boxes next to

the available accounts.

▪ If resetting an account, select to send login details

directly to a user.

▪ If resetting an account, select to send login details to yourself only.

o Click Reset Selected and Send New Password to reset the account(s) and resend the login

details.

o Click Delete Selected Accounts to delete the account(s).