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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

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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

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CONFIRMING YOUR PROFILE DETAILS

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

Your Profile

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

Your Profile

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*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.

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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

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

Your Profile

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*Please note:Please leave the selection

under Organization Type as-is. If incorrect, please

contact nfra@nfraweb.org.

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BLOCKING YOUR SCHEDULE

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

Blocking Your Schedule

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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

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REQUESTING A MEETING

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

Find an Attendee

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

Find an Attendee

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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

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After selecting an attendee, click Request Meeting

Request a Meeting

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

Request a Meeting

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

Request a Meeting

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COMMUNICATING WITHIN THE PLATFORM

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

or meeting request.

Communicating

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

Communicating

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MANAGING YOUR MEETINGS

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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.

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

Virtual Meetings

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

Virtual Meetings

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INVITING ADDITIONAL MEETING PARTICIPANTS

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

Virtual Meetings

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

Virtual Meetings

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

Virtual Meetings

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*Please note:There is a maximum of

12 attendees per meeting.

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Click the Invited Attendees tab to view all attendees.

Virtual Meetings

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LAUNCHING A MEETING

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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.

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

Virtual Meetings

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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.

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QUESTIONS?

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