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ON24 Knowledge Center

PM Elite User Guide

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Known Issues (as of June 2019)

  • PM Elite is in Beta with limited customer use to date.  Unexpected behavior may occur.
  • Broadcast Video webcast type not yet supported  (Target September 2019)
  • Slide Notes not yet supported  (Target September 2019)
  • Pulse Check not yet supported  (Target September 2019)
  • Custom Lobby Music and Video not yet supported  (Target September 2019)
  • Using a combination of PM Elite and PMXD among presenters is not supported

System Requirements

It's essential all presenters meet the minimum system requirements.  

Operating System

Windows 10 using the latest version of Internet Explorer, Edge, Firefox or Chrome

Note:  IE 11 is only supported on Windows 10

Windows 7 using the latest version of Firefox or Chrome

Browser Configuration Must accept cookies and have JavaScript enabled
Connection Wired connection - WiFi is prone to connectivity drops
Connection Speed

1 Mbps or faster

Roles

First Name, Last Name, and Email are required.  Presenters may choose a different language using the drop-down menu.

Tip:  As a general best practice be sure to close all unnecessary applications and clear the browser's cache before logging into each event.  This will improve browser performance while ensuring all recent uploads and changes are visible.  For instructions on how to clearing your browser cache, click here.

Two user roles are available:

Presenter

Has access to all functionality, including the ability to:

  • Upload and organize content
  • Add poll questions
  • Start/Stop the webcast
  • Push slides and other elements
  • Moderate Q&A
  • Participate in Team Chat
  • View the Attendee List
Q&A

Has full access to all Q&A functionality, including the ability to:

  • Participate in Team Chat
  • View the Attendee List

Main Window
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1.  Welcome Widget

Includes links to:

i.  Provide feedback on the new UI

ii. Product help

2.  Upload Content 

Click here to bring the Setup panel where you can add slides, videos, polls, and URLs

3.  Menu

All the options can now be accessed through this menu icon. On click, a dropdown will show with all available options: Control Panel, Setup, Q&A, etc.

4.  Windows Section

Windows opened from the Menu will show in the right side. This section is scrollable.

5.  Minimize Windows

Minimize the windows by clicking the header. 

Starting and Stopping the Webcast

Start Webcast

PM Elite is always in practice mode when not in live mode.  Dry runs/rehearsals can occur as far in advance and as often as needed.  To start a webinar, presenters will first need to join the webinar by dialing into the phone line or setting up a video source.

Fifteen minutes before the live start time, the Start Webcast button will appear, alerting presenters the audience console is open.

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During this time, the audience will be viewing what is in the task window. We suggest pushing a title or opening slide for the audience to see while waiting for the webinar to begin.   Presenters should avoid advancing slides during this time, as the audience will see the slides advancing.

After pressing the Start Webcast button a confirmation window will appear. Clicking Start Webcast will connect the presenters to the live audience and start the webinar recording.   The audience will not hear the presenters until Start Webcast is pressed.

Stop Webcast

Once the webinar has reached its conclusion, click the Stop Webcast button. 

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Once Stop Webcast is clicked a confirmation window appears. Clicking End Webcast will disconnect the presenters from the live audience and stop the webinar recording.  The webcast cannot be restarted once stopped.

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Advancing Slides 

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The easiest way to advance slides and presentation elements (poll questions, URLs, etc.) during the webcast is through the task window.

On hover, slide navigation arrows will be shown.  All elements of the presentation can be shared with the audience by clicking the Next arrow.

pm elite live marker.png A red live marker will be added to the thumbnail in the Storyboard when that element is in the task window.
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Additionally, clicking on an element in the Storyboard will add a Push To Audience button. Click the Push To Audience button to move the element to the task window for the audience to see.

Best practice is to push the slides from the task window, however, if a presenter needs to skip over slides the Push to Audience button within the Storyboard is ideal.

Q&A

Threaded Q&A Using Sort by Name

Brand new functionality for PM Elite is the ability to sort by name.  Sorting by Name allows you to see all the questions and answers related to a single viewer.  This will allow you to easily see the history of communication with this viewer over the course of the webcast. 

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Presenter Control of Engagement Tools

With Presentation Manager Elite, you can use the new Presenter Control feature to draw viewers attention to any of the engagement tools in the console.  To use this functionality, open the Engagement Tools window in Presentation Manager Elite, click the engagement tool you wish to draw attention to and click highlight.  Note that the survey has the additional option to be placed in the center of the console.

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Highlight and Bounce

You can choose to highlight or bounce any of the engagement tools in the console.  For example, if you want to draw viewer attention to Q&A, you can click “highlight” for Q&A.  If the Q&A window is open in the console, it will highlight. If it is minimized, the icon in the dock will bounce. The highlight will remain for 10 seconds.

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Center

Unique to the survey is the option to center in the console, bringing a higher level of attention.  Clicking on the Center link will center the survey in the console. If the survey is minimized in the doc, it will automatically open and be placed in the center.  If the survey is open, it will be moved to the center. When the survey is centered, the rest of the console will be blocked out for 10 seconds to encourage your viewers to engage with the survey.   Note that Center functionality will be added to additional engagement tools in future releases.

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Using Team Chat

The Team Chat window allows presenters to chat with other team members.  Messages may be sent to all presenters at once or privately to individuals.

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Sending Messages

To send a chat message, type a message into the text entry section and click the Send button or press the <Enter>.

Choosing Who to Chat With

The All Presenters section displays all the team members logged in for the webcast.

-  Clicking the All Presenters link (light blue) will send a message to all team members.

-  Clicking on an individual name will send a private chat to that person.

 

Attendee List

A list of attendees is available in the Attendee List. Click the Refresh button to get an updated list of the audience. The number in the window header will indicate the number of attendees. 

The attendee list can be sorted by NameCompany or Login Time by clicking on the column header. You can also block an attendee from viewing your webcast.

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FAQS

What are the key benefits of this version of Presentation Manager?

  • Responsive, intuitive design, with more organized workflow for first-time users (who are 80% of PMXD’s users base).
  • Fast, modern code base, so synchronizing interactions between presenters is particularly quick, with fewer issues with lockups or needing to perform an operation twice.
  • Designed to work with smaller form factors. Eventually, will work on mobile as well.

Are there any limitations on browser support?

The new version works on all modern browsers using HTML5, but it does not support Adobe Flash.  IE11 on Windows 7 is not supported (IE11 is supported on Windows 10)

How do I provide feedback?

Email Product.Management@on24.com

 
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