NFRA VIRTUAL CONVENTION A HOW-TO GUIDE FOR SCHEDULING A MEETING, SENDING A MESSAGE AND COMMUNICATING

USING THEVIRTUAL PLATFORM

TABLE OF CONTENTS

CONFIRMING YOUR PROFILE DETAILS ....................... 22

BLOCKING YOUR SCHEDULE ........................................ 77

REQUESTING A MEETING ............................................ 1010

COMMUNICATING WITHIN THE PLATFORM ............. 1717

MANAGING YOUR MEETINGS .................................... 2020

INVITING ADDITIONAL PARTICIPANTS .................... 2424

LAUNCHING A MEETING .............................................. 2929

USING THE VIRTUAL PLATFORM

Login to the platform using your email and provided password. As soon as the homepage appears, click Allow > Show Notifications in the popup

that appears in top left corner of your window.

Login

USING THE VIRTUAL PLATFORM1

CONFIRMING YOUR PROFILE DETAILS

USING THEVIRTUAL PLATFORM2

Click your name in the top right cornerand then click My Profile

Your Profile

USING THE VIRTUAL PLATFORM3

Click the pencil icon to add a profile picture or click a field to edit any incorrect information.

Your Profile

USING THE VIRTUAL PLATFORM

*Please note:These changes will only

be updated on the virtual platform. If information

should be updated in NFRA’s database, please contact

nfra@nfraweb.org.

4

Toggle Hide My Identity in this App if you do not wish to be contacted or appear in the Attendee List.

Please leave Virtual Participant as-is.

Your Profile

USING THE VIRTUAL PLATFORM5

Click the grey pencil next to About You and select the arrow to expand. Verify your demographics and click Save to continue.

Your Profile

USING THE VIRTUAL PLATFORM

*Please note:Please leave the selection

under Organization Type as-is. If incorrect, please

contact nfra@nfraweb.org.

6

BLOCKING YOUR SCHEDULE

USING THEVIRTUAL PLATFORM7

Click My Meetings on the left hand menu and then click on Block Schedule

Blocking Your Schedule

USING THEVIRTUAL PLATFORM8

You can then input dates with start and end times. Other attendees will be unable to arrange meetings

with you during that specific time

Blocking Your Schedule

USING THE VIRTUAL PLATFORM9

REQUESTING A MEETING

USING THEVIRTUAL PLATFORM10

Click on Attendee List on the home screen or left hand menu

Find an Attendee

USING THE VIRTUAL PLATFORM11

Search by the Company or Name tab and find and select an attendee.

Find an Attendee

USING THE VIRTUAL PLATFORM12

Narrow your results by clicking Filter. Drop down arrows(Organization Type and Demographics) will appear. Choose

your options and click Filter to apply.

Find an Attendee

USING THEVIRTUAL PLATFORM13

After selecting an attendee, click Request Meeting

Request a Meeting

USING THE VIRTUAL PLATFORM14

Choose a date and time and include an optional message. *Note: Only times that are available for both parties will appear.

Request a Meeting

USING THE VIRTUAL PLATFORM15

If no meeting times are available, click Send Message to connect with an attendee.

Request a Meeting

USING THE VIRTUAL PLATFORM16

COMMUNICATING WITHIN THE PLATFORM

USING THEVIRTUAL PLATFORM17

Send a message and communicate with other attendees. You will receive an alert when you receive a message

or meeting request.

Communicating

USING THE VIRTUAL PLATFORM18

You will also receive an alert when someone responds to your meeting requests.

Communicating

USING THE VIRTUAL PLATFORM19

MANAGING YOUR MEETINGS

USING THEVIRTUAL PLATFORM20

Virtual Meetings

On the left hand menu, click My Meetings. At the top, meetings are listed by day. Click a tab to view meetings for that date. Any blocked out times appear

as I’m Unavailable with the option to Unblock that time.

USING THEVIRTUAL PLATFORM21

Under each date, you can filter meetings by Accepted, Pending, Rejected, Cancelled or All.

Virtual Meetings

USING THE VIRTUAL PLATFORM22

When you have received a meeting request you can accept or reject the meeting

Virtual Meetings

USING THE VIRTUAL PLATFORM23

INVITING ADDITIONAL MEETING PARTICIPANTS

USING THEVIRTUAL PLATFORM24

Once a meeting has been accepted, you can add participants by clickingInvite More People To This Meeting.

Virtual Meetings

USING THE VIRTUAL PLATFORM25

You will see a full list of attendees to choose from. Use the Search Bar to find attendees.

Virtual Meetings

USING THE VIRTUAL PLATFORM26

Select the checkbox next to the attendee name then click Send Invitation to invite the person to the meeting.

Virtual Meetings

USING THEVIRTUAL PLATFORM

*Please note:There is a maximum of

12 attendees per meeting.

227

Click the Invited Attendees tab to view all attendees.

Virtual Meetings

USING THE VIRTUAL PLATFORM28

LAUNCHING A MEETING

USING THEVIRTUAL PLATFORM29

Click My Meetings on the left hand menu to view a list of your meetings. Click the yellow Virtual Meeting button at the

scheduled meeting time to join.

Virtual Meetings

*Please note:The Virtual Meeting button will appear 5 minutes prior

to the meeting time. Anyone who is invited to

the meeting can join when they are ready.

USING THE VIRTUAL PLATFORM30

The meeting will then begin with all attendees who have joined. Click the red button to end the meeting.

Virtual Meetings

USING THE VIRTUAL PLATFORM31

Please contact NFRA at 717-657-8601.

Live virtual platform assistance during the event will be provided by developer All In The Loop and details will be provided in advance of the event dates.

USING THE VIRTUAL PLATFORM

QUESTIONS?

32