Within templates, agendas help guide discussions and activities throughout the event. Agendas offer an interactive way to structure your events and engage participants. They allow you to host organized, meaningful events or structured breakouts without a facilitator. Agendas help guide discussions and activities throughout the event, and keep the conversation moving.

1. Create an Agenda either by adding to an already existing template or new template — either by clicking on Templates in the navigation menu. Clicking on an existing template will allow you to view the Agenda already set for that template, while clicking on Add New will allow you to develop a new Agenda with an entirely new template.

1. If creating a new Template, enter a Title, Description (Optional), and Image (Optional) then Create. From there, you can navigate to the Agenda tab. ****If opening an existing Template, navigate directly to the Agenda tab.

   1. Introductions will show up by default (and can be deleted)

   2. Edit the agenda by selecting ‘+ Add a card’ or the ‘✐’

   3. Reorder sections by clicking the 4 horizontal lines next to the section title to drag and drop

      

2. We offer a variety of formats like text, image, video, survey, and word clouds to create an interactive experience

   1. 💡*Pro Tip: Include a mix of formats to create the most engaging experience for your audience*

3. Choose a format type for your card, type in Title, and click ‘✓’ to save ****or ‘x’ to close

   1. Text: Type in text for Title and Content

   

   b. Video: Upload Video URL or file (must be .mp4 file)

   

   c. Image: Upload Image URL or file

   

   d. Survey: Add a Poll Question and answers (you can delete by clicking ‘🗑’)

   

   e. Word Cloud: Create a Word Cloud Prompt

   

4. On Hostless or Livestream options only (not available on Hosted), you are able to pre-determine Breakout Rooms through one of two options: by Size or by Smart Match.

   1. By Size requires choosing a number 2 - 20 of which will be the group size of each of your breakout rooms. This is a sliding scale.
   2. By Smart Match requires also choosing a number of how big each group should be within each breakout room, and also allows you to include up to 8 questions by which group members will be matches based on creating the most diversity within the group.
      1. To choose Smart Match, choose the option under “Add Breakouts”
      2. Choose the size of each group on the sliding scale, from 2 - 20
      3. Add questions, with a minimum of 2 answers. Due the boolean algorithm that is used to match folks into groups, any additional answers will be grouped into one of two groups. For example, you will have options 1 and 2, but can add options 1B, 1C, 1D, as well as options 2B, 2C, 2D etc. Each subgroup will be considered part of the main group, and will then be equally matched with those in the other main group. For example, those that answer 1D could be groups with any that answered within the 2 groups.
      4. In order to save each question, click the circle with the check mark to the right of the answers you have included. You must click the check mark for every question you are adding.
      5. You can add up to 8 questions following the same methodology.
      6. Smart Match will then use a simple but effective boolean algorithm to match as diverse of groups as possible based on your number of questions. At this time, Smart Match does not allow for groups to be created based on how similar they are to each other - it only has an objective of creating the most diverse groups possible.
      7. These questions will then be presented to the registrant at the time they are RSVPing to the specific event.

5. When your Agenda is complete, create an event from this guide, select to host, and Create Event.

Still have questions? Contact [email protected] ✌️