Level 3 SM Event Studio Quick User

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1 Level 3 SM Event Studio Quick User Updated Guide July

2 The Dashboard The Dashboard is the first screen you will see after logging into the platform. The home page allows you to: Select Quick access options View account details View, edit, or start upcoming events View top content Reminder: You can always return here by clicking on the HOME text or logo in the upper-left corner. Quick Access Tools At the top of the Dashboard just below the main navigation, you'll see three large buttons which give you quick access to the primary tools. New Event enables you to schedule an event or create new content using the studio. New Recording enables you to create a new Quick Recording using your computer microphone or other audio device. New Playlist enables you to create a new playlist with multiple items of content. Account Information Your account information appears on the top right hand side of the Dashboard. This includes your Host call-in number and Host PIN, Presenter call-in, and Guest call-in number. When dialing in, the host can press 1 to begin an event, press 2 to begin a quick record session or press 3 to hear instructions. Reminder: Your host call in number and PIN are confidential. Do not share these with co-presenters or guests. If you believe this information has been compromised, please contact customer support. Upcoming Events The Dashboard shows you the upcoming events you have scheduled. Upcoming events that are imminent are highlighted in yellow and the blue "microphone" button is shown. Click the blue microphone to launch the Studio for a particular event. By hovering over the event, you have the ability to edit, view pre-registration reports, delete, copy embed code, copy the URL or download the file to your calendar or create the next event in the series (uses the same conference ID) 2

3 Schedule Your Event On the dashboard, select Create and fill out the booking form. Fill out the basic details about your event topic, date, time and estimated number of phone callers. Enter an event description which will appear on the registration and live event pages. If different text is desired for the registration page, select custom registration in the Event Info section and enter the registration text in that field. You may enter up to five tags to make it easier to search for your upcoming and archived events. Event Info 1. Display Call-in Number - When displayed, the call in number appears on the permalink and calendar invites. The call-in number can be used for basic audio conferencing, participants that are unable to listen to the webcast or if you want participant interaction with the host. 2. Require Registration - Select a registration form to associate with your event. 3. Registration Description - Enter data to appear on the registration page 4. Q&A Visibility - Enable Q&A on permalink page 5. Telephony Only - This type of event does not provide webcasting, just audio conferencing. If you select telephony only, you will be able to determine if the link to the archive is distributed at time of participant registration for the live event. If you do not publish at point of initial registration, you may have your audience re-register to access the archive. 6. Record Audio - If you do not want an archive created, turn record audio off. You will not be able to change this setting once the event begins and an archive will not be available post event. 7. Event Contact - Enter the name of the contact that customer support can reach during the event if there are questions about your event or guest registration. 8. Add Presenters - Enter presenter information for this event. Presenters will receive an with their dial-in number and Universal PIN. Be sure to click "add" after entering the Presenter's information. Please note that for security purposes, the Universal PIN is not displayed to the host. 9. Phone numbers - Select which type of phone number you would like to display to the audience and presenters. 3

4 Managing Your Event in Studio 1. Host Access Information Host Call-In number, PIN and Conference ID 2. Guest Call-In Number - Number guests can call to listen or interact with the host. Guests may press *1 to enter or remove themselves from the host queue 3. Presenter Call-In Number - Number assigned to presenters. Presenters must be pre-registered and will be provided a PIN to identify themselves for security. Presenters have the capability to mute and un-mute their own line (*6 toggle), and it is up to the host's discretion to advise. At any point during the event, a presenter may request a private consultation with customer support by pressing *0. 4. Conference ID for event 5. On Air, Timer and Caller/Listener display - Displays ON AIR when live, gives a timer of how long the event has been on air and provides counts of audio callers and web listeners 6. Switchboard - Manages audio callers 7. Slides & Video - Upload and control slides/videos. To advance slides, click on left or right arrows or select a thumbnail and select push. Please note that we request you upload your videos 24 hours in advance to ensure proper time for processing. If you would like to hide the switchboard and audio clips, you may select Full Screen view and Studio will only display the slides and videos. 8. Slides, Event Info, Promote, Chat and Q&A - these tabs enable you to control slides, view event information and post event messages, chat with co-presenters and manage the audience Q&A. 9. Audio Clips Library - Upload, manage and play back pre-recorded audio clips into your event Starting Your Events 4

5 Studio Switchboard 1. Host connection 2. Presenter connection(s) 3. Guest(s) 4. The raised hand icon is automatically checked and will display the guests that have raised their hand to ask a question or comment. To view all guests, un-click the raised hand filter. 5. To search for a guest, type any portion of their information into the search field. 6. Call a Guest Dial-out a guest 7. ON AIR indicates your event is live and indicator of how many listeners and callers are attending the event Switchboard Controls Place a participant in the private screening room by clicking the yellow headphone icon. You will need to place yourself in the screening room as well if you'd like to speak with them. Switchboard Labels 5

6 If registration was activated during setup, guests will enter their Universal PIN when dialing in. The name and company information for the guest will appear in the studio. If registration was not selected during setup, the guest's phone number will appear (if provided by their carrier). You can add text information such as name, comments or questions for a participant by clicking in the area just below the phone number display. Be sure to save your entry. Anyone with access to Studio will see this information, even if they are using Studio in a different location. Switchboard Managing caller status 1. Click on the red microphone to un-mute a caller. 2. Click on the blue microphone to mute a caller. 3. Click on the headset icon to place a caller in the screening room. 4. Click the red "X" to disconnect the caller. 5. The raised hand/question indicator notes that a guest has queued up for questions or comments. Audio Calls 1. Add audio clips to your accounts (.mp3,.wma,.wav,.aiff,.aif,.flac). 2. Upload audio clip and associate a description with the file. 3. Search for audio clips 4. Play audio clips during a live event NOTE: Once you have uploaded an audio clip to the studio, you will have the option of selecting the file as the "Start Up file during the scheduling process. 6

7 Event Info 1. Event Message - Posts a message on the permalink page for your audience 2. The permalink is the URL where your audience can access the webcast. 3. View or alter metadata associated with your event. 4. Add or change start up audio file (can only be done before going live) 5. Before the event goes live, you will have the option to cancel or delete the webcast. Important Note: You cannot undo this action! Exercise caution when using this option. Chat Tab Chat enables private communication between the host and presenters. This communication is never displayed to the audience. 1. Enter your name as you would like it to be displayed in the chat session. 2. Enter your chat message. 3. Chat messages are displayed on the screen Host and presenters are not viewing the chat tab are alerted to the number of new chat messages on the chat tab. 7

8 Q&A The Q&A tab enables you to view and manage the audiences text based questions. The number of new questions will appear in the tab as an alert for presenters that are not currently viewing the tab. 1. Activate or deactivate the Q&A option on the permalink page. 2. The host or presenter should enter their name as they wish it to be displayed to the audience when responding to questions 3. New questions appear at the top of the Q&A screen. Click on the question to respond or delete the question. The name of the presenter that is taking action will be displayed to the host and other presenters. 4. Type your response and choose Answer Public (displayed to all audience members) or Answer Private (displays only to the guest that submitted the question). 5. Delete unwanted questions. Questions can be un-deleted if desired. 6. All answered or deleted questions will appear at the bottom of the tab. Ending Your Event Once your event is complete, click the End event button in the upper right corner. Your archive will be ready in just a few minutes and can be accessed using the same permalink or embed code as the live event. 8

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