From 5bf652354815c8b1dcf2570a40cbf6fb19d2cccd Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 16:33:13 -0600 Subject: [PATCH 01/12] create 3 new pages for eyoc --- docs/articles/other/expensify-chat-for-admins | 0 docs/articles/other/expensify-chat-for-conference-attendees | 0 docs/articles/other/expensify-chat-for-conference-speakers | 0 3 files changed, 0 insertions(+), 0 deletions(-) create mode 100644 docs/articles/other/expensify-chat-for-admins create mode 100644 docs/articles/other/expensify-chat-for-conference-attendees create mode 100644 docs/articles/other/expensify-chat-for-conference-speakers diff --git a/docs/articles/other/expensify-chat-for-admins b/docs/articles/other/expensify-chat-for-admins new file mode 100644 index 000000000000..e69de29bb2d1 diff --git a/docs/articles/other/expensify-chat-for-conference-attendees b/docs/articles/other/expensify-chat-for-conference-attendees new file mode 100644 index 000000000000..e69de29bb2d1 diff --git a/docs/articles/other/expensify-chat-for-conference-speakers b/docs/articles/other/expensify-chat-for-conference-speakers new file mode 100644 index 000000000000..e69de29bb2d1 From 2f793ea73c7c0b4c82a897f7a0798f0b9f113d1d Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 16:36:43 -0600 Subject: [PATCH 02/12] fix file names --- .../{expensify-chat-for-admins => Expensify-Chat-For-Admins.md} | 0 ...rence-attendees => Expensify-Chat-For-Conference-Attendees.md} | 0 ...ference-speakers => Expensify-Chat-For-Conference-Speakers.md} | 0 3 files changed, 0 insertions(+), 0 deletions(-) rename docs/articles/other/{expensify-chat-for-admins => Expensify-Chat-For-Admins.md} (100%) rename docs/articles/other/{expensify-chat-for-conference-attendees => Expensify-Chat-For-Conference-Attendees.md} (100%) rename docs/articles/other/{expensify-chat-for-conference-speakers => Expensify-Chat-For-Conference-Speakers.md} (100%) diff --git a/docs/articles/other/expensify-chat-for-admins b/docs/articles/other/Expensify-Chat-For-Admins.md similarity index 100% rename from docs/articles/other/expensify-chat-for-admins rename to docs/articles/other/Expensify-Chat-For-Admins.md diff --git a/docs/articles/other/expensify-chat-for-conference-attendees b/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md similarity index 100% rename from docs/articles/other/expensify-chat-for-conference-attendees rename to docs/articles/other/Expensify-Chat-For-Conference-Attendees.md diff --git a/docs/articles/other/expensify-chat-for-conference-speakers b/docs/articles/other/Expensify-Chat-For-Conference-Speakers.md similarity index 100% rename from docs/articles/other/expensify-chat-for-conference-speakers rename to docs/articles/other/Expensify-Chat-For-Conference-Speakers.md From e504c30fa561afebabb150ff5f99772546438ddf Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 16:53:02 -0600 Subject: [PATCH 03/12] copying content from google doc --- .../other/Expensify-Chat-For-Admins.md | 27 +++++++++++++++++++ 1 file changed, 27 insertions(+) diff --git a/docs/articles/other/Expensify-Chat-For-Admins.md b/docs/articles/other/Expensify-Chat-For-Admins.md index e69de29bb2d1..fc0605db05ad 100644 --- a/docs/articles/other/Expensify-Chat-For-Admins.md +++ b/docs/articles/other/Expensify-Chat-For-Admins.md @@ -0,0 +1,27 @@ +--- +title: Expensify Chat for Admins +description: Best Practices for Admins settings up Expensify Chat +--- + + +# Overview +Expensify Chat is an incredible way to build a community and foster long-term relationships between event producers and attendees, or attendees with each other. Admins are a huge factor in the success of the connections built in Expensify Chat during the events, as they are generally the drivers of the conference schedule, and help ensure safety and respect is upheld by all attendees both on and offline. + +# Getting Started +We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees: +- [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) +- [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) +- [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) + +# Admin Best Practices +In order to get the most out of Expensify Chat, we created a list of best practices for admins to review in order to use the tool to its fullest capabilities. + +*During the conference:* +- At a minimum, send 3 announcements throughout the day to create awareness of any sessions, activations, contests, or parties you want to promote. +- Communicate with the Expensify Team in the #admins room if you see anything you have questions about or are unsure of to make sure we’re resolving issues together ASAP. +- [Flag any content for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) that does not fit your culture and values. It’s up to you to help keep your conference community safe and respectful, so using this feature is a + +*After the conference:* +- The rooms will all stay open after the conference ends, so encourage speakers to keep engaging as long as the conversation is going in their session room. +- Continue sharing photos and videos from the event or anything fun in #social as part of a wrap up for everyone. +- Use the #announce room to give attendees a sneak preview of your next event. From 53ebdcb8a7e82f3ffd60cd657eea03f54d063822 Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 17:00:09 -0600 Subject: [PATCH 04/12] cleaning up styles and comments --- docs/articles/other/Expensify-Chat-For-Admins.md | 5 ++--- 1 file changed, 2 insertions(+), 3 deletions(-) diff --git a/docs/articles/other/Expensify-Chat-For-Admins.md b/docs/articles/other/Expensify-Chat-For-Admins.md index fc0605db05ad..6c87864b482b 100644 --- a/docs/articles/other/Expensify-Chat-For-Admins.md +++ b/docs/articles/other/Expensify-Chat-For-Admins.md @@ -2,7 +2,6 @@ title: Expensify Chat for Admins description: Best Practices for Admins settings up Expensify Chat --- - # Overview Expensify Chat is an incredible way to build a community and foster long-term relationships between event producers and attendees, or attendees with each other. Admins are a huge factor in the success of the connections built in Expensify Chat during the events, as they are generally the drivers of the conference schedule, and help ensure safety and respect is upheld by all attendees both on and offline. @@ -16,12 +15,12 @@ We’ve rounded up some resources to get you set up on Expensify Chat and ready # Admin Best Practices In order to get the most out of Expensify Chat, we created a list of best practices for admins to review in order to use the tool to its fullest capabilities. -*During the conference:* +**During the conference:** - At a minimum, send 3 announcements throughout the day to create awareness of any sessions, activations, contests, or parties you want to promote. - Communicate with the Expensify Team in the #admins room if you see anything you have questions about or are unsure of to make sure we’re resolving issues together ASAP. - [Flag any content for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) that does not fit your culture and values. It’s up to you to help keep your conference community safe and respectful, so using this feature is a -*After the conference:* +**After the conference:** - The rooms will all stay open after the conference ends, so encourage speakers to keep engaging as long as the conversation is going in their session room. - Continue sharing photos and videos from the event or anything fun in #social as part of a wrap up for everyone. - Use the #announce room to give attendees a sneak preview of your next event. From da718cca452c88bcff23cc5062e4b12b09d66e84 Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 17:01:39 -0600 Subject: [PATCH 05/12] copying heading styles from eyoc playbook --- docs/articles/other/Expensify-Chat-For-Admins.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/other/Expensify-Chat-For-Admins.md b/docs/articles/other/Expensify-Chat-For-Admins.md index 6c87864b482b..f658a392e4ee 100644 --- a/docs/articles/other/Expensify-Chat-For-Admins.md +++ b/docs/articles/other/Expensify-Chat-For-Admins.md @@ -3,16 +3,16 @@ title: Expensify Chat for Admins description: Best Practices for Admins settings up Expensify Chat --- -# Overview +## Overview Expensify Chat is an incredible way to build a community and foster long-term relationships between event producers and attendees, or attendees with each other. Admins are a huge factor in the success of the connections built in Expensify Chat during the events, as they are generally the drivers of the conference schedule, and help ensure safety and respect is upheld by all attendees both on and offline. -# Getting Started +## Getting Started We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees: - [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) - [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) - [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) -# Admin Best Practices +## Admin Best Practices In order to get the most out of Expensify Chat, we created a list of best practices for admins to review in order to use the tool to its fullest capabilities. **During the conference:** From e86915ae39389c1c8b68b5ccb81b61e2d270b860 Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 17:03:43 -0600 Subject: [PATCH 06/12] copying content from google doc --- ...Expensify-Chat-For-Conference-Attendees.md | 35 +++++++++++++++++++ 1 file changed, 35 insertions(+) diff --git a/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md b/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md index e69de29bb2d1..070c94a8fe57 100644 --- a/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md +++ b/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md @@ -0,0 +1,35 @@ +--- +title: Expensify Chat for Conference Attendees +description: Best Practices for Conference Attendees +--- + +## Overview +Expensify Chat is the best way to meet and network with other event attendees. No more hunting down your contacts by walking the floor or trying to find someone in crowds at a party. Instead, you can use Expensify Chat to network and collaborate with others throughout the conference. + +To help get you set up for a great event, we’ve created a guide to help you get the most out of using Expensify Chat at the event you’re attending. + +## Getting Started +We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your fellow attendees: + +- [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) +- [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) +- [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) + +## Chat Best Practices +To get the most out of your experience at your conference and engage people in a meaningful conversation that will fulfill your goals instead of turning people off, here are some tips on what to do and not to do as an event attendee using Expensify Chat: + +**Do:** +- Chat about non-business topics like where the best coffee is around the event, what great lunch options are available, or where the parties are happening that night! +- Share pictures of your travel before the event to hype everyone up, during the event if you met that person you’ve been meaning to see for years, or a fun pic from a party. +- Try to create fun groups with your fellow attendees around common interests like touring a local sight, going for a morning run, or trying a famous restaurant. + +**Don't** +- Pitch your services in public rooms like #social or speaking session rooms. +- Start a first message with a stranger with a sales pitch. +- Discuss controversial topics such as politics, religion, or anything you wouldn’t say on a first date. +- In general just remember that you are still here for business, your profile is public, and you’re representing yourself & company, so do not say anything you wouldn’t feel comfortable sharing in a business setting. + +**Pro-Tips:** +Get active in Chat early and often by having real conversations around thought leadership or non-business discussions to stand out from the crowd! Also if you’re in a session and are afraid to ask a question, just ask in the chat room to make sure you can discuss it with the speaker after the session ends. + +By following these tips you’ll ensure that your messages will not be [flagged for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) and you will not mess it up for the rest of us. From 582366c461e8edb13fa300c05d1b0ef5673b1a8a Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 17:21:12 -0600 Subject: [PATCH 07/12] copying content from google doc --- .../Expensify-Chat-For-Conference-Speakers.md | 39 +++++++++++++++++++ 1 file changed, 39 insertions(+) diff --git a/docs/articles/other/Expensify-Chat-For-Conference-Speakers.md b/docs/articles/other/Expensify-Chat-For-Conference-Speakers.md index e69de29bb2d1..5bd52425d92b 100644 --- a/docs/articles/other/Expensify-Chat-For-Conference-Speakers.md +++ b/docs/articles/other/Expensify-Chat-For-Conference-Speakers.md @@ -0,0 +1,39 @@ +--- +title: Expensify Chat for Conference Speakers +description: Best Practices for Conference Speakers +--- + +## Overview +Are you a speaker at an event? Great! We're delighted to provide you with an extraordinary opportunity to connect with your session attendees using Expensify Chat — before, during, and after the event. Expensify Chat offers a powerful platform for introducing yourself and your topic, fostering engaging discussions about your presentation, and maintaining the conversation with attendees even after your session is over. + +## Getting Started +We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees: + +- [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify) +- [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text) +- [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) + +## Setting Up a Chatroom for Your Session: Checklist +To make the most of Expensify Chat for your session, here's a handy checklist: +- Confirm that your session has an Expensify Chat room, and have the URL link ready to share with attendees in advance. + - You can find the link by clicking on the avatar for your chatroom > “Share Code” > “Copy URL to dashboard” +- Join the chat room as soon as it's ready to begin engaging with your audience right from the start. +- Consider having a session moderator with you on the day to assist with questions and discussions while you're presenting. +- Include the QR code for your session's chat room in your presentation slides. Displaying it prominently on every slide ensures that attendees can easily join the chat throughout your presentation. + +## Tips to Enhance Engagement Around Your Session +By following these steps and utilizing Expensify Chat, you can elevate your session to promote valuable interactions with your audience, and leave a lasting impact beyond the conference. We can't wait to see your sessions thrive with the power of Expensify Chat! + +**Before the event:** +- Share your session's QR code or URL on your social media platforms, your website or other platforms to encourage attendees to join the conversation early on. +- Encourage attendees to ask questions in the chat room before the event, enabling you to tailor your session and address their specific interests. + +**During the event:** +- Keep your QR code readily available during the conference by saving it as a photo on your phone or setting it as your locked screen image. This way, you can easily share it with others you meet. +- Guide your audience back to the QR code and encourage them to ask questions, fostering interactive discussions. + +**After the event:** +- Continue engaging with attendees by responding to their questions and comments, helping you expand your audience and sustain interest. +- Share your presentation slides after the event as well as any photos from your session, allowing attendees to review and share your content with their networks if they want to. + +If you have any questions on how Expensify Chat works, head to our guide [here](https://help.expensify.com/articles/other/Everything-About-Chat). From d9fde1eb77deafad24c0dc0c10fc0682975c7989 Mon Sep 17 00:00:00 2001 From: David Bondy Date: Wed, 30 Aug 2023 17:24:33 -0600 Subject: [PATCH 08/12] updating content per google doc --- ...Expensify-Chat-Playbook-for-Conferences.md | 42 ++++++++++--------- 1 file changed, 22 insertions(+), 20 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md b/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md index 2c82c2d04273..472830f5ebcc 100644 --- a/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md +++ b/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md @@ -1,5 +1,5 @@ --- -title: Expensify Chat Playbook for Conferences +title: Expensify Chat Playbook for Conferences description: Best practices for how to deploy Expensify Chat for your conference --- ## Overview @@ -9,32 +9,32 @@ To help make setting up Expensify Chat for your event and your attendees super s ## Who you are -As a conference organizer, you’re expected to amaze and inspire attendees. You want attendees to get to the right place on time, engage with the speakers, and create relationships with each other that last long after the conference is done. Enter Expensify Chat, a free feature that allows attendees to interact with organizers and other attendees in realtime. With Expensify Chat, you can: +As a conference organizer, you’re expected to amaze and inspire attendees. You want attendees to get to the right place on time, engage with the speakers, and create relationships with each other that last long after the conference is done. Enter Expensify Chat, a free feature that allows attendees to interact with organizers and other attendees in realtime. With Expensify Chat, you can: - Communicate logistics and key information - Foster conference-wide attendee networking - Organize discussions by topic and audience -- Continue conversations long after the event itself +- Continue conversations long after the event itself - Digitize attendee social interaction -Sounds good? Great! In order to ensure your team, speakers, and attendees have the best experience possible, we’ve created a guide on how to use Expensify Chat at your event. +Sounds good? Great! In order to ensure your team, speakers, and attendees have the best experience possible, we’ve created a guide on how to use Expensify Chat at your event. _Let’s get started!_ ## Support -Connect with your dedicated Expensify account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below. +Connect with your dedicated Expensify account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below. ## How to set up your conference on Expensify Chat Based on our experience running conferences atop Expensify Chat, we recommend the following simple steps: -### Step 1: Create your event workspace in Expensify +### Step 1: Create your event workspace in Expensify To create your event workspace in Expensify: -1. In new.expensify.com: “+” > “New workspace” +1. In new.expensify.com: “+” > “New workspace” 2. Name the workspace (e.g. “ExpensiCon”) ### Step 2: Set up all the Expensify Chat rooms you want to feature at your event @@ -43,19 +43,21 @@ To create your event workspace in Expensify: To create a new chat room: 1. Go to [new.expensify.com](https://new.expensify.com) -2. Go to “+” > New room +2. Go to “+” > New room 3. Name the room (e.g. “#social”) 4. Select the workspace created in step 1 -5. Select “Public” visibility +5. Select “Public” visibility 6. “Create room” > Copy/Paste room URL for use later 7. Repeat for each room For an easy-to-follow event, we recommend creating these chat rooms: -- *#announce* - This room will be used as your main announcement channel, and should only be used by organizers to announce schedule updates or anything important that your attendees need to know. Everyone in your policy will be invited to this channel, but chatting in here isn’t encouraged -- so to keep the noise to a minimum! -- *#social* - This room will include all attendees, speakers, and members of your organizing team. You can use this room to discuss social events, happy hours, dinners, or encourage attendees to mingle, share photos and connect. +- *#social* - This room will include all attendees, speakers, and members of your organizing team. You can use this room to discuss social events, happy hours, dinners, or encourage attendees to mingle, share photos and connect. +- *#announcements* - This room will be used as your main announcement channel, and should only be used by organizers to announce schedule updates or anything important that your attendees need to know. Everyone in your policy will be invited to this channel, but chatting in here isn’t encouraged so to keep the noise to a minimum. - *Create an individual room for each session* - Attendees will be able to engage with the speaker/session leader and can ask questions about their content either before/during/after the session. -- *Create a room with your Expensify account manager/s* - We can use this room to coordinate using Expensify Chat before, during, and after the event. +- *Create a room with your Expensify account manager/s* - We can use this room to coordinate using Expensify Chat before, during, and after the event. + +**Protip** Check out our [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment just click the flag icon to moderate conversation. ### Step 3: Add chat room QR codes to the applicable session slide deck @@ -65,19 +67,19 @@ Gather QR codes: 3. Go into Share Code 4. Download or screenshot the QR code image -Add the QR code to every slide so that if folks forget to scan the QR code at the beginning of the presentation, they can still join the discussion. +Add the QR code to every slide so that if folks forget to scan the QR code at the beginning of the presentation, they can still join the discussion. ### Step 4: Train speakers on how to use chat during their sessions *Protip*: Copy and paste a link to this section and share it directly with your speakers *Protip*: Your account manager can communicate this training to your speakers. Chat with them in #admins on new.expensify.com to coordinate! -Are you a speaker at an event? Great! Expensify Chat is the perfect way to connect with your session attendees before, during, and after the event. Use Expensify Chat to introduce yourself and your topic, and open the floor for attendees to ask questions and participate in discussion about your presentation, as well as connect with other attendees that were in the room. Here’s a quick list to help you best prepare for your session by using Expensify Chat: +Are you a speaker at an event? Great! Expensify Chat is the perfect way to connect with your session attendees before, during, and after the event. Use Expensify Chat to introduce yourself and your topic, and open the floor for attendees to ask questions and participate in discussion about your presentation, as well as connect with other attendees that were in the room. Here’s a quick list to help you best prepare for your session by using Expensify Chat: 1. Ensure your session has an Expensify Chat room and that you know the URL link to your session so you can share with attendees ahead of time 2. Join the chat room ahead of the event so you can start engaging with your session’s attendees from the get-go 3. Make sure you have a session moderator with you on presentation day to help moderate questions and facilitate discussion while you’re busy speaking -4. Ensure your session slides include the QR code for your session chat room. We’d recommend making sure the QR code is visible on every page of your deck in case an attendee didn’t join at the beginning. +4. Ensure your session slides include the QR code for your session chat room. We’d recommend making sure the QR code is visible on every page of your deck in case an attendee didn’t join at the beginning. 5. Engage with attendees after your session to continue the discussion around your topic! *Messaging Suggestions* @@ -89,7 +91,7 @@ Are you a speaker at an event? Great! Expensify Chat is the perfect way to conne Expensify Chat is a great place to provide updates leading up to your event -- share news, get folks excited about speakers, and let attendees know about crucial event information like recommended attire, travel info, and more. -### Step 6: Update your rooms throughout the event +### Step 6: Update your rooms throughout the event We find chat to be a powerful way to not only engage your attendees, but direct them in realtime to get exactly where they need to go: @@ -97,16 +99,16 @@ We find chat to be a powerful way to not only engage your attendees, but direct - #social: Have your employees in this room sharing fun photos, stoking conversations, and responding to any questions or feedback. - Speaker rooms: Encourage your employees to jump in to comment on content and nudge attendees to engage with each other during sessions. -*Protip*: Expensify Chat has [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment, just click the flag icon to moderate conversation. +*Protip*: Expensify Chat has [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment, just click the flag icon to moderate conversation. ### Step 7: Follow up with attendees after the event -Continue the connections by using Expensify Chat to keep your conference community connected. Encourage attendees to share photos, their favorite memories, funny stories, and more. +Continue the connections by using Expensify Chat to keep your conference community connected. Encourage attendees to share photos, their favorite memories, funny stories, and more. -- We’d recommend creating a draft of all of your reminders that you plan to send in the #announce (or #social) room throughout the event. +- We’d recommend creating a draft of all of your reminders that you plan to send in the #announce (or #social) room throughout the event. - A post in the morning outlining the full agenda, and then before each event as it happens throughout the day, is recommended. Be sure to include details like timings, locations, and any special detail like attire to help attendees feel prepared. - Use markdown when posting updates so that your messages are easy to read. -- We also recommend posting your updates on new lines so that if someone has a question about a certain item they can ask in a thread pertaining to that topic, rather than in one consolidated block. +- We also recommend posting your updates on new lines so that if someone has a question about a certain item they can ask in a thread pertaining to that topic, rather than in one consolidated block. ## You’re all set! From fb74d1a85571fc89306e5c4cf463b5faf0cd9a02 Mon Sep 17 00:00:00 2001 From: David Bondy Date: Thu, 31 Aug 2023 15:11:14 -0600 Subject: [PATCH 09/12] update content per doc --- docs/articles/other/Expensify-Chat-For-Admins.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/other/Expensify-Chat-For-Admins.md b/docs/articles/other/Expensify-Chat-For-Admins.md index f658a392e4ee..247b2b0e03d0 100644 --- a/docs/articles/other/Expensify-Chat-For-Admins.md +++ b/docs/articles/other/Expensify-Chat-For-Admins.md @@ -18,7 +18,7 @@ In order to get the most out of Expensify Chat, we created a list of best practi **During the conference:** - At a minimum, send 3 announcements throughout the day to create awareness of any sessions, activations, contests, or parties you want to promote. - Communicate with the Expensify Team in the #admins room if you see anything you have questions about or are unsure of to make sure we’re resolving issues together ASAP. -- [Flag any content for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) that does not fit your culture and values. It’s up to you to help keep your conference community safe and respectful, so using this feature is a +- As an admin, It’s up to you to help keep your conference community safe and respectful. [Flag any content for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) that does not fit your culture and values to keep chatrooms a positive experience for everyone involved. **After the conference:** - The rooms will all stay open after the conference ends, so encourage speakers to keep engaging as long as the conversation is going in their session room. From 8f07f87e3b33f2d25532cc6f59ef9ffc2d733d50 Mon Sep 17 00:00:00 2001 From: David Bondy Date: Fri, 1 Sep 2023 10:02:48 -0600 Subject: [PATCH 10/12] update content per doc --- ...Expensify-Chat-Playbook-for-Conferences.md | 109 +++++++----------- 1 file changed, 44 insertions(+), 65 deletions(-) diff --git a/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md b/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md index 472830f5ebcc..a271f3c10733 100644 --- a/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md +++ b/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md @@ -3,113 +3,92 @@ title: Expensify Chat Playbook for Conferences description: Best practices for how to deploy Expensify Chat for your conference --- ## Overview - To help make setting up Expensify Chat for your event and your attendees super simple, we’ve created a guide for all of the technical setup details. - ## Who you are - As a conference organizer, you’re expected to amaze and inspire attendees. You want attendees to get to the right place on time, engage with the speakers, and create relationships with each other that last long after the conference is done. Enter Expensify Chat, a free feature that allows attendees to interact with organizers and other attendees in realtime. With Expensify Chat, you can: - Communicate logistics and key information -- Foster conference-wide attendee networking -- Organize discussions by topic and audience +- Foster conference wide attendee networking +- Organize conversations by topic and audience - Continue conversations long after the event itself - Digitize attendee social interaction +- Create an inclusive environment for virtual attendees -Sounds good? Great! In order to ensure your team, speakers, and attendees have the best experience possible, we’ve created a guide on how to use Expensify Chat at your event. +Sounds good? Great! In order to ensure your team, your speakers, and your attendees have the best experience possible, we’ve created a guide on how to use Expensify Chat at your event. -_Let’s get started!_ +*Let’s get started!* ## Support +Connect with your dedicated account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below. -Connect with your dedicated Expensify account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below. - - -## How to set up your conference on Expensify Chat +We also have a number of [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) available to admins to help make sure your event is seamless, safe, and fun! +## Step by step instructions for setting up your conference on Expensify Chat Based on our experience running conferences atop Expensify Chat, we recommend the following simple steps: ### Step 1: Create your event workspace in Expensify - To create your event workspace in Expensify: -1. In new.expensify.com: “+” > “New workspace” -2. Name the workspace (e.g. “ExpensiCon”) +1. In [new.expensify.com](https://new.expensify.com): “+” > “New workspace” +1. Name the workspace (e.g. “ExpensiCon”) ### Step 2: Set up all the Expensify Chat rooms you want to feature at your event - -*Protip*: Your Expensify account manager can complete this step with you. Chat them in #admins on new.expensify.com to coordinate! +**Protip**: Your Expensify account manager can complete this step with you. Chat them in #admins on new.expensify.com to coordinate! To create a new chat room: 1. Go to [new.expensify.com](https://new.expensify.com) -2. Go to “+” > New room -3. Name the room (e.g. “#social”) -4. Select the workspace created in step 1 -5. Select “Public” visibility -6. “Create room” > Copy/Paste room URL for use later -7. Repeat for each room +1. Go to “+” > New room +1. Name the room (e.g. “#social”) +1. Select the workspace created in step 1 +1. Select “Public” visibility +1. Repeat for each room For an easy-to-follow event, we recommend creating these chat rooms: -- *#social* - This room will include all attendees, speakers, and members of your organizing team. You can use this room to discuss social events, happy hours, dinners, or encourage attendees to mingle, share photos and connect. -- *#announcements* - This room will be used as your main announcement channel, and should only be used by organizers to announce schedule updates or anything important that your attendees need to know. Everyone in your policy will be invited to this channel, but chatting in here isn’t encouraged so to keep the noise to a minimum. -- *Create an individual room for each session* - Attendees will be able to engage with the speaker/session leader and can ask questions about their content either before/during/after the session. -- *Create a room with your Expensify account manager/s* - We can use this room to coordinate using Expensify Chat before, during, and after the event. +- **#social** - This room will include all attendees, speakers, and members of your organizing team. You can use this room to discuss social events, happy hours, dinners, or encourage attendees to mingle, share photos and connect. +- **#announcements** - This room will be used as your main announcement channel, and should only be used by organizers to announce schedule updates or anything important that your attendees need to know. Everyone in your policy will be invited to this channel, but chatting in here isn’t encouraged so to keep the noise to a minimum. +- **Create an individual room for each session** - Attendees will be able to engage with the speaker/session leader and can ask questions about their content either before/during/after the session. +- **Create a room with your Expensify account manager/s** - We can use this room to coordinate using Expensify Chat before, during, and after the event. **Protip** Check out our [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment just click the flag icon to moderate conversation. ### Step 3: Add chat room QR codes to the applicable session slide deck - Gather QR codes: 1. Go to [new.expensify.com](https://new.expensify.com) -2. Click into a room and click the room name or avatar in the top header -3. Go into Share Code -4. Download or screenshot the QR code image +1. Click into a room and click the room name or avatar in the top header +1. Go into Share Code +1. Screenshot the QR code to add to your deck Add the QR code to every slide so that if folks forget to scan the QR code at the beginning of the presentation, they can still join the discussion. -### Step 4: Train speakers on how to use chat during their sessions +### Step 4: Plan out your messaging and cadence before the event begins +Expensify Chat is a great place to provide updates leading up to your event -- share news, get folks excited about speakers, and let attendees know of crucial event information like recommended attire, travel info, and more. For example, you might consider: -*Protip*: Copy and paste a link to this section and share it directly with your speakers -*Protip*: Your account manager can communicate this training to your speakers. Chat with them in #admins on new.expensify.com to coordinate! +**Prep your announcements:** +- Create a document containing drafts of the key messages you intend to send throughout the day. +- If your event's agenda is broken up into hourly blocks, create a separate section for each hour of the event, to make it easy to find the correct section at the right time. +- Start each day with a review of the daily agenda, such as a bullet list summarizing what's happening hour by hour. -Are you a speaker at an event? Great! Expensify Chat is the perfect way to connect with your session attendees before, during, and after the event. Use Expensify Chat to introduce yourself and your topic, and open the floor for attendees to ask questions and participate in discussion about your presentation, as well as connect with other attendees that were in the room. Here’s a quick list to help you best prepare for your session by using Expensify Chat: +**Post your updates:** +- Designate a team member to post each update in #announce at the designated time. +- Each hour, send a message listing exactly what is happening next – if there are multiple sessions happening simultaneously, list out each, along with a description of the session, a reminder of where it's located, and (most importantly) a link to the chat room for that session +- Write the messages in [markdown format](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text), such that they can be copy/pasted directly into Expensify Chat for sending. + - If there is some formatting issue upon posting, no problem: just edit the comment after sending, and it'll be fixed for everyone. +- We’d also recommend posting your updates on new lines so that if someone has a question about a certain item they can ask in a thread pertaining to that topic, rather than in one consolidated block. -1. Ensure your session has an Expensify Chat room and that you know the URL link to your session so you can share with attendees ahead of time -2. Join the chat room ahead of the event so you can start engaging with your session’s attendees from the get-go -3. Make sure you have a session moderator with you on presentation day to help moderate questions and facilitate discussion while you’re busy speaking -4. Ensure your session slides include the QR code for your session chat room. We’d recommend making sure the QR code is visible on every page of your deck in case an attendee didn’t join at the beginning. -5. Engage with attendees after your session to continue the discussion around your topic! +**Protip**: Your account manager can help you create this document, and would be happy to send each message at the appointed time for you. -*Messaging Suggestions* +### Step 5: Share Expensify Chat How-To Resources with Speakers, Attendees, Admins +We’ve created a few helpful best practice docs for your speakers, admins, and attendees to help navigate using Expensify Chat at your event. Feel free to share the links below with them! -- Default: Welcome to [CONFERENCE NAME]! This is the [SESSION TITLE] chat room. Please use this room to chat with each other, submit questions about today's presentation, and to chat directly with [SPEAKER NAME] after the session wraps up. -- Custom: As part of pre-conference speaker outreach we should allow speakers to change this message and use the default if they don’t respond.” - -### Step 5: Plan out your messaging and cadence before the event begins - -Expensify Chat is a great place to provide updates leading up to your event -- share news, get folks excited about speakers, and let attendees know about crucial event information like recommended attire, travel info, and more. - -### Step 6: Update your rooms throughout the event - -We find chat to be a powerful way to not only engage your attendees, but direct them in realtime to get exactly where they need to go: - -- #announce: Use this room to make announcements such as what’s coming up next, where and when social events are taking place, or announcing the sponsor floor is open to the entire conference. Only workspace admins can post in this room. -- #social: Have your employees in this room sharing fun photos, stoking conversations, and responding to any questions or feedback. -- Speaker rooms: Encourage your employees to jump in to comment on content and nudge attendees to engage with each other during sessions. - -*Protip*: Expensify Chat has [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment, just click the flag icon to moderate conversation. - -### Step 7: Follow up with attendees after the event +- [Expensify Chat for Conference Attendees](https://help.expensify.com/articles/other/Expensify-Chat-For-Conference-Attendees) +- [Expensify Chat for Conference Speakers](https://help.expensify.com/articles/other/Expensify-Chat-For-Conference-Speakers) +- [Expensify Chat for Admins](https://help.expensify.com/articles/other/Expensify-Chat-For-Admins) +### Step 6: Follow up with attendees after the event Continue the connections by using Expensify Chat to keep your conference community connected. Encourage attendees to share photos, their favorite memories, funny stories, and more. -- We’d recommend creating a draft of all of your reminders that you plan to send in the #announce (or #social) room throughout the event. -- A post in the morning outlining the full agenda, and then before each event as it happens throughout the day, is recommended. Be sure to include details like timings, locations, and any special detail like attire to help attendees feel prepared. -- Use markdown when posting updates so that your messages are easy to read. -- We also recommend posting your updates on new lines so that if someone has a question about a certain item they can ask in a thread pertaining to that topic, rather than in one consolidated block. - -## You’re all set! +## Conclusion +Once you have completed the above steps you are ready to host your conference on Expensify Chat! Let your account manager know any questions you have over in your [new.expensify.com](https://new.expensify.com) #admins room and start driving activity in your Expensify Chat rooms. Once you’ve reviewed this doc you should have the foundations in place, so a great next step is to start training your speakers on how to use Expensify Chat for their sessions. Coordinate with your account manager to make sure everything goes smoothly! -Once you've completed the above steps, you're ready to host your conference on Expensify Chat! Any questions? Just reach out to your Expensify account manager in your new.expensify.com #admins room. From 7aea8a5290f11c1bf798d188e05758b08354c5b6 Mon Sep 17 00:00:00 2001 From: David Bondy Date: Fri, 1 Sep 2023 10:09:57 -0600 Subject: [PATCH 11/12] add colon --- docs/articles/other/Expensify-Chat-For-Conference-Attendees.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md b/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md index 070c94a8fe57..3d30237dca5a 100644 --- a/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md +++ b/docs/articles/other/Expensify-Chat-For-Conference-Attendees.md @@ -23,7 +23,7 @@ To get the most out of your experience at your conference and engage people in a - Share pictures of your travel before the event to hype everyone up, during the event if you met that person you’ve been meaning to see for years, or a fun pic from a party. - Try to create fun groups with your fellow attendees around common interests like touring a local sight, going for a morning run, or trying a famous restaurant. -**Don't** +**Don't:** - Pitch your services in public rooms like #social or speaking session rooms. - Start a first message with a stranger with a sales pitch. - Discuss controversial topics such as politics, religion, or anything you wouldn’t say on a first date. From 5b19bac4adb3ce2fb465c66ea09819ca41691b3c Mon Sep 17 00:00:00 2001 From: David Bondy Date: Fri, 1 Sep 2023 10:15:50 -0600 Subject: [PATCH 12/12] apparently empty new line at the bottom adds way too much space between footer --- .../playbooks/Expensify-Chat-Playbook-for-Conferences.md | 1 - 1 file changed, 1 deletion(-) diff --git a/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md b/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md index a271f3c10733..8f806bb03146 100644 --- a/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md +++ b/docs/articles/playbooks/Expensify-Chat-Playbook-for-Conferences.md @@ -91,4 +91,3 @@ Continue the connections by using Expensify Chat to keep your conference communi ## Conclusion Once you have completed the above steps you are ready to host your conference on Expensify Chat! Let your account manager know any questions you have over in your [new.expensify.com](https://new.expensify.com) #admins room and start driving activity in your Expensify Chat rooms. Once you’ve reviewed this doc you should have the foundations in place, so a great next step is to start training your speakers on how to use Expensify Chat for their sessions. Coordinate with your account manager to make sure everything goes smoothly! -