Virtual Summits Software User Guide – Help Center

Virtual Summits Software User Guide

Here you will find short videos explaining every piece of the software.

Platform Overview

Most common mistakes when using Virtual Summits Software 00. Overview 01. Signing up for VSS

00. How to cancel/change my subscription 01. After Changing My Subscription Emails Saying you tried to charge 02.No Refunds Available - Charged with out my permission - didn’t sign up for this

Help Center Overview

Walkthrough and Assistance

My Summits Dashboard

00. Overview 01. My Summits 02. Speaking Engagements 03. Registered Summits 04. Affiliate Summits

00. Overview 01. Forward your domain / Customizing a domain 02. My Font/text is not showing up in my summit 03. Adding a Host 04. Post Summit

Speakers & Presentations

00. Overview 01. What does everything mean 02. Speaker didn’t receive the invite 03. Speaker order - for simplified theme landing page 04. Presentation Overview 05. Creating & Editing A Presentation

Speaker Matchmaker & Application

00. Overview 01. Viewing & Turning On Your Speaker Profile to be found in the Matchmaker database 02. How to invite a speaker in the speaker matchmaker & how do speakers apply to speak on a summit? 03. How Many Speaker Invites Do I have (how do I find out) 04. What happens when I send an invite using the speaker matchmaker 05. How to edit the email templates for the Speaker Matchmaker Invites & Application Acceptance/Rejection emails

Interactive Live Chat

00. Overview Of Live Chat 01. Global Settings in the Presentations 02. Chat Management in the Schedule section

Email Templates

00. GDPR OVerview - what is it 01. Activating GDPR & The Settings 02. Email Templates - Overview - Still Need A CRM - what it looks like 04.Invites (Speaker & Collaborator) Email Templates 05.Attendee Welcome & Purchase Email Templates 06.How to send out emails to access and log in from my own CRM

Schedule (Agenda)

00. Scheduler Overview 01. Order By Time vs Whole Day Vs Half Day 02. Session Start Times & Session Expiration length 03. How Sessions Look in The Summit 04. What time zone are the sessions displayed in 05. Chat Management

00. Overview - How To Go Set up your offers, bonuses & tiers. 01. What Is an all access pass ? 02. Creating A Summit Offers Overview 02. Part 1- The difference between an All Access Pass/Main Offer, Order Bump, & Summit Upsells 02. Part 2 - Summit Upsells Walk Through & Demonstration 03. Recurring Payments- how to create, set up, what it looks like, and how to cancel.

00. Overview 01. How To Create A Bonus 02. How To Implement A Bonus 03. Where are they shown & how do attendees access them 04. Speaker Gifts or Lead Magnet

00. Overview - how to think about them 01. Paid Summit Vs Free Summit 02. Creating A Tier 03. Syncing your email list/provider with a tier 04. Assigning an all access pass level 05. Creating A Registration Bonus/Offer

00. Overview Of Summit Coupons - why to use them 01. Creating a Coupon 02. Common Errors With Summit Coupon Codes

00. Sponsor Overview 01. Creating a Sponsorship tier 02. How to add A Sponsor 03. Does VSS take any fee from paid sponsors? Do I receive their money inside the software? 04. How to add a sponsor gift 05. Where does the sponsor show?