How do I create a meeting and set-up a Friendly URL to send to my attendees?
- Log into the TelSpanWeb Account Center at https://web.telspan.com.
- Click on ‘New Meeting’.
- A series of boxes will populate:
- TOPIC: Enter the title of your meeting.
- DURATION: This is an idea of how long you expect the meeting to go. It will not kick you out or deny you access.
- START: Select the start date and time of your meeting; please note that the time is set for military time.
- PASSWORD: This is optional. If you do not want to require a password leave this space blank. If a password is needed, simply type in your desired password or click the ‘Generate’ button.
- FRIENDLY URL: Enter your Custom URL into the outlined box. Leaving this field blank will auto-generate a random string of alphanumeric characters. Click ‘Copy to Clipboard’ for quick access to your shareable link.
- Once you have all the details of your meeting filled out click ‘Save’ at the bottom right.
- Once you save your meeting you will be taken to the ‘Schedule’ page. You can retrieve your link by right-clicking on the title of your meeting and selecting the copy option related to your browser. Whenever you see the title of your meeting within your Account Center you can do this to retrieve your link.
How do I duplicate an existing meeting?
- Log into your TelSpanWeb account at https://web.telspan.com.
- Click on the “Schedule” button on the left-hand side of the dashboard.
- Locate the title of the meeting you would like to duplicate on the schedule page when it appears. When you do, hover your curser over the title of the meeting and you will see 3 icons populate. Click on the icon that looks like a “+” sign.
- This will open up similar information that was built into the meeting you’re duplicating. Once on this page you simply have to change the date and time of the call, the Friendly URL, and the topic if you choose. Otherwise, the system will pull all of the information from the initial meeting you are duplicating and copy it to the new meeting.
How do I edit an existing meeting?
- Log into the TelSpanWeb Account Center at https://web.telspan.com.
- Click on ‘Schedule’ on the left hand side.
- Locate your meeting on the list and hover your cursor over the title of the meeting. To the right of the title, you will see 3 icons populate. Click on the icon that looks like a Pencil to edit the meeting.
- Click on the Pencil icon to edit the meeting details.
- Once you have updated the information you will need to scroll down to the bottom right of the page and select ‘Save’.
How do I send an Invitation from TelSpanWeb?
- Log into TelSpanWeb at https://web.telspan.com.
- Edit or create a new meeting.
- Within the meeting’s Advanced Options, select the tab for ‘Participants’.
- Fill in the person’s first name, last name, and email.
- Where it says ‘Add to’: select the role that you wish your user joins with.
- Click ‘Add’ to place the person in the invitation que.
- Repeat as desired and when finished click on ‘Save’ at the bottom right of the screen.
- A pop-up will appear, ‘You have added new users to this meeting’.
- NEW MEETINGS: Select to ‘Send invitation to all users’.
- EXISTING MEETINGS: Select to ‘Send invitation email to new users only’.
- Click ‘Save’.
How do I set-up a registration?
How do I set-up and manage the Lobby feature?
If you would like to manage when your audience can join your webinar, you can enable the Lobby feature. This is a great tool to allow extra setup time just before your webinar begins without your audience watching.
To enable the Lobby:
- Login to the TelSpanWeb Account Center at https://web.telspan.com.
- Click on ‘Schedule’ on the left-hand menu.
- Create a new meeting or edit an existing meeting.
- Click ‘Advanced Options’ and select the ‘Access’ tab.
- Click on the box for ‘Turn on Lobby’.
- Click ‘Save’ or ‘Add to Schedule’ at the bottom.
To move users from Lobby into session:
- Login to the TelSpanWeb Account Center at https://web.telspan.com.
- Click the ‘Participants’ icon from the left-hand toolbar to move users.
- TO MOVE INDIVIDUAL USERS: Hover your mouse over the user you’d like to move, click the icon with the three dots that appear to the right of their name, and click ‘Allow into room’.
- TO MOVE ALL USERS: Click the icon with the three dots to the right of ‘Users waiting in lobby’ and select ‘Allow all users into room’.
- To close the Lobby, click the ‘Padlock’ icon at the top of the column, then select ‘Disable’ from the pop-up window. This will also automatically move all attendees currently in the Lobby into the session.
NOTE: We recommend closing the Lobby at the start of your presentation. If you’ve manually moved all attendees from the Lobby into session but left the Lobby enabled, late arrivals will continue to be placed into the Lobby upon joining.
I need to host a quick meeting and do not have time to schedule. How do I start a meeting instantly?
The ‘Meet Now’ option is a great feature for this exact purpose or for when you would rather not send out invitations in advance.
To start a ‘Meet Now’ session simply follow these instructions:
- Log into your Web account at https://web.telspan.com.
- Click on ‘Meet Now’ at the top of your screen. You will be directed to a new meeting.
- Copy the link from your URL bar or from the Invite Participants option along the left-hand toolbar to distribute to your attendees quickly.
How do I invite someone after my meeting is already in session?
- Login to a TelSpanWeb session as the Account Holder or as a Speaker.
- From the left-hand toolbar, click the icon that looks like a silhouette with a ‘+’ sign next to it for Invite Participants.
- A new window will appear. Type the email address for the person you’d like to invite and click ‘Enter’. If you’d like to invite multiple people be sure to separate email addresses by a comma.
- The pop-up window will refresh. Here you can drag and drop the confirmed email addresses to the proper role.
- Click the ‘Invite’ button to send the personalized invites. Please note, the invitation from TelSpanWeb will generate a personalized link for the person receiving the message. Only they will have access using that link.
What is the Address Book and how do I use it?
The Address Book is a place where you can load a list of your contacts into your account and access it through the invitation tool in your meeting. To see how to upload a list of your contacts as a csv refer to the instructions below.
To upload your list of contacts as a CSV:
- Export a list of contacts as a csv file from where you have them stored or create a csv document to upload.
- Log into TelSpanWeb at https://web.telspan.com.
- Click on ‘Address book’ on the left hand side.
- Select ‘Import from CSV’.
- Choose ‘Select file’ and browse on your computer to find the file you have stored.
- Once selected select ‘Create’ and your contacts will be loaded into the system.
Note: Headers must be in the exact format listed below
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- Required headers include: first_name, last_name, emails.
- Additional header names: gender, groups, company, phones, facebook, twitter, job_title, website, industry, address, city, country, postcode.
How do I download a report with the recent activity on my account?
- Log into the TelSpanWeb Account Center at https://web.telspan.com.
- Click on ‘Usage Statistics’ on the left-hand side and graph will display on the following page
- To download a report, you can click on the hyperlinks below for ‘CSV’ or ‘Excel’. You can designate the time frame from the top of the graph of how far back you would like to pull the report from. (30, 60, 90, 180 days)
- You can then manipulate the information in Microsoft Excel or Google Sheets.
I want to include my company’s logo in various locations. How do I brand my TelSpanWeb account?
- Log into the TelSpanWeb Account Center at https://web.telspan.com.
- Click on the ‘Welcome’ dropdonw in the top right.
- Select ‘Branding’.
- Scroll to find the option for the location you would like to customize.
- Click ‘Browse’ and select the image from your computer. Follow the listed guidelines for recommended dimensions and format.
- Click ‘Upload’.
- Click ‘Update’ at the bottom right of the page.