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escribemeetings.com
Educational Webinar
eScribe Attendee Management
Introductions
Educational Webinar – Attendee Management 2
Sandra Grujin, Customer Success Manager
sgrujin@escribemeetings.com
Geeta Nagpal, Customer Education Specialist
gnagpal@escribemeetings.com
Agenda
Educational Webinar – Attendee Management 3
• Attendee Management Best Practices
Adding Users
Attendee Groups
Managing Users within Attendee Groups
Participant Pro App Access
Voting Access
Deleting Users
• Q & A
4
Go to Webinar How To
Collapse Control Panel
Enter Questions here
Educational Webinar – Attendee Management
Housekeeping
All participants have been muted for the duration of this webinar
Questions can be posted in the questions box
Recording will be available on the Customer Portal within 24 hours
Your feedback is important to us! Please take the time to complete our survey
5
Educational Webinar – Attendee Management
Getting Started
Educational Webinar – Attendee Management 6
Get a list of users that need to be replaced
Where are the users located in eScribe?
Take a look at current set-up
Use quick reference guides from Customer Portal
Refresher training through eScribe Academy if needed
Attendee Management
Demonstration
Tips & Tricks
Educational Webinar – Attendee Management 8
Delete a user to see where they exist
Will indicate if still in a Workflow or Attendee Group
Update Attendees to see what fields are currently used
Don't forget to use "existing meetings" setting checkbox
Copy groups ahead of time
Wrap Up
Educational Webinar - Attendee Management 9
Customer Portal – Educational Webinars & Archive for previous recordings
Upcoming webinars will be posted there and communicated via email
• Council Orientation Webinar Nov. 24 with Geeta Nagpal and Shivani Mulekar
Topic Requests
Survey
Next Steps – Points of Contact
Educational Webinar – Attendee Management 10
Contact your Customer Success Manager for
• Account specific questions
• Training requests
• Best practice review
Contact support@escribemeetings.com for
• Urgent help
• Troubleshooting
Q&A
Webinar Feedback
Survey
Thank you
Sandra Grujin
Customer Success Manager
sgrujin@escribemeetings.com
Geeta Nagpal
Customer Education Specialist
gnagpal@escribemeetings.com
Questions: info@escribemeetings.com or 1-888-780-5867

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eScribe Attendee Management Webinar Slides

  • 2. Introductions Educational Webinar – Attendee Management 2 Sandra Grujin, Customer Success Manager sgrujin@escribemeetings.com Geeta Nagpal, Customer Education Specialist gnagpal@escribemeetings.com
  • 3. Agenda Educational Webinar – Attendee Management 3 • Attendee Management Best Practices Adding Users Attendee Groups Managing Users within Attendee Groups Participant Pro App Access Voting Access Deleting Users • Q & A
  • 4. 4 Go to Webinar How To Collapse Control Panel Enter Questions here Educational Webinar – Attendee Management
  • 5. Housekeeping All participants have been muted for the duration of this webinar Questions can be posted in the questions box Recording will be available on the Customer Portal within 24 hours Your feedback is important to us! Please take the time to complete our survey 5 Educational Webinar – Attendee Management
  • 6. Getting Started Educational Webinar – Attendee Management 6 Get a list of users that need to be replaced Where are the users located in eScribe? Take a look at current set-up Use quick reference guides from Customer Portal Refresher training through eScribe Academy if needed
  • 8. Tips & Tricks Educational Webinar – Attendee Management 8 Delete a user to see where they exist Will indicate if still in a Workflow or Attendee Group Update Attendees to see what fields are currently used Don't forget to use "existing meetings" setting checkbox Copy groups ahead of time
  • 9. Wrap Up Educational Webinar - Attendee Management 9 Customer Portal – Educational Webinars & Archive for previous recordings Upcoming webinars will be posted there and communicated via email • Council Orientation Webinar Nov. 24 with Geeta Nagpal and Shivani Mulekar Topic Requests Survey
  • 10. Next Steps – Points of Contact Educational Webinar – Attendee Management 10 Contact your Customer Success Manager for • Account specific questions • Training requests • Best practice review Contact support@escribemeetings.com for • Urgent help • Troubleshooting
  • 12. Thank you Sandra Grujin Customer Success Manager sgrujin@escribemeetings.com Geeta Nagpal Customer Education Specialist gnagpal@escribemeetings.com Questions: info@escribemeetings.com or 1-888-780-5867