Conference 365 Support Articles

Conference 365 Support Articles

How do I grant credits manually to a user?
1. Navigate to Users --> Edit or Grant Credits  2. In the field that is labeled “Name/Email” enter the user’s name or email address to search f...
Fri, Jan 28, 2022 at 2:13 PM
How do I import conference content from my Harvester/eventScribe site?
NOTE: WE DO NOT RECOMMEND IMPORTING YOUR PRESENTATIONS UNTIL YOUR EVENT HAS PASSED OR UNTIL ALL CONTENT HAS BEEN FINALIZED. The importing process is NOT a ...
Tue, Mar 8, 2022 at 10:13 AM
How do I login to my Conferece365 site?
You will login to your Conferece365 site using your email address and your eventScribe Access Key as your password. We recommend changing your password to s...
Fri, Jan 28, 2022 at 8:46 AM
How do I mass register/import a group of Users to a Product or Package?
1. Navigate to Orders --> Mass Registration Import.  2. First, you will need to create a CSV file that contains the users you would like to mas...
Mon, Feb 21, 2022 at 11:45 AM
How do I set-up and access the Email Server on my site?
1. Navigate to Settings --> Site Setup --> Email Server.  2. If you would like to disable all outgoing emails from your site, select this op...
Fri, Jan 28, 2022 at 11:34 AM
How do I set-up the Payment Processor on my site?
1. Navigate to Settings --> Site Setup --> Payment Processors  2. Select the Payment Processor from the list of processors. To select one, s...
Fri, Jan 28, 2022 at 11:37 AM
How do I track and/or change a user's progress within a product?
Tracking or changing a user's progress within a product is easy via the Product Progress Report. For more information on how to view the Product Progr...
Fri, Jan 28, 2022 at 2:30 PM
How do I turn on the User Transcript for my site?
Transcripts are a PDF that users can print as a record of their earned credits. Users can find the Transcript from their “Dashboard”. To turn on Transcript...
Fri, Jan 28, 2022 at 2:23 PM
How do I update the certificate users can earn on my site?
The certificate that users can earn by viewing sessions on your Conference365 site can be customized with information specific to your organization. To edit...
Fri, Jan 28, 2022 at 8:50 AM
How do I update the colors and branding on my site?
Colors, branding, and the site logo can be updated on your Conference365 site. To update any of these items navigate to Settings à Basic Site Editor à Site ...
Fri, Jan 28, 2022 at 8:50 AM