SMS-iT Connect

Navigate to https://aicpanel.smsit.ai/home

Click on "Communication"

Click on "Connect"

Click on "Lead Capture"

Click on "Activate to collect info before meeting"

When setting up your Lead Capture form, you must select at least one of your contact groups that the customer will be added to after submitting the form. This automatically enters that customer into your SMS-iT database under the designated group(s). From there, you can easily follow up with that contact via SMS text messaging and other communication channels available in SMS-iT. Proper group segmentation allows you to send targeted messages and efficiently manage your leads. Note: if you do not know how to create a group please see this tutorial: https://training.smsit.ai/guides/eac32a1d-ba4a-451e-8472-4816c85eb363

Customizing Required Lead Information: When setting up your Lead Capture form, click on the fields representing the information you want to collect from customers before they can join your conference or video call. This allows you to customize the required data points based on your specific needs and preferences.

For each field, you can determine whether it is mandatory or optional for the customer to fill out. Mandatory fields, marked with a red asterisk, must be completed before the customer can proceed to join the meeting. Optional fields provide additional information but can be skipped if desired. Common lead information fields include: - First Name - Last Name - Email Address - Phone Number - Company Name - Job Title Select the fields that align with your lead qualification criteria and the data you need to effectively follow up and engage with your customers. Remember, striking a balance between gathering essential information and keeping the form concise can help improve completion rates. By customizing the lead capture fields, you ensure that you collect the most relevant and valuable information from your customers before they enter your conference or video call.

Upload your "Logo"

Adding an Explainer Video to Your Lead Capture Form:

Enhance your Lead Capture form with an engaging explainer video that highlights the value and benefits of joining your meeting or webinar. Focus on key aspects that resonate with your target audience:

1. Emphasize relevant topics and themes 2. Showcase speaker expertise and credibility 3. Outline unique insights and practical value 4. Tease interactive features and exclusive offers 5. Keep the video concise, engaging, and visually appealing

Upload or link your explainer video to the Lead Capture form in SMS-iT Connect. This compelling content will communicate your meeting's value proposition, increase customer interest, and boost registrations and attendance.

Customizing the Footer Message:

Use the footer section of the Lead Capture form to include additional information about your meeting or any other relevant details you want to convey to potential attendees. This space allows you to provide clarity, set expectations, or highlight important aspects of the event.

Join Button Text: Customize the text that appears on the button the customer clicks to enter your meeting room after submitting the Lead Capture form. We used "Join The Webinar Now!" for this example, but this can be changed to fit your specific meeting, webinar or event.

Adding an Agreement Checkbox: If you require customers to agree to specific terms, conditions, or legal agreements before joining your meeting, you can use the "Agreement Text" field to input the necessary information. Customers will need to check a box indicating their agreement to proceed with registration. This feature helps ensure compliance and protects your business interests.

Click on "UnSubscribe:"

Privacy Policy: Provide a link and/or your privacy policy in the Lead Capture form.

Terms and Conditions: Include a link and/or the terms and conditions in the Lead Capture form to set clear expectations and legal boundaries for the use of your services and the participation in your meeting or webinar.

Click on "Save changes" or save to save your lead capture form.

Click on "New Meeting"

When testing your Lead Capture form, create a meeting using the "Create a meeting for later" option instead of starting an instant meeting. Lead Capture forms are not available for instant meetings.

"Create a meeting for later" generates a unique link to test the form without starting a live session. This allows for thorough evaluation of the form's functionality and user experience in a controlled environment.

While you can also use "Schedule in Calendar" to create a future meeting with Lead Capture enabled, "Create a meeting for later" is quicker and more convenient for testing purposes.

Testing the Lead Capture Form: To properly test your Lead Capture form, open an incognito window or use a different browser to access the meeting link. This simulates a new user experience without any existing cookies or session data.

Avoid pasting the meeting link into the same browser window you're using to access the SMS-iT Connect panel. Doing so will automatically start the meeting, bypassing the Lead Capture form and preventing you from seeing how it functions for new attendees.

Submitting Test Data: Fill out the Lead Capture form using test data, ensuring that you provide values for all mandatory fields marked with a red asterisk. Optionally, you can also fill in any additional fields to verify their functionality. Make sure to check the agreement box and click on the "Join The Webinar Now!" button to submit the form and proceed to the meeting room.

Click on "Menu"

Click on "Group"

Click on the "People" icon.

Verify that the test entry appears in the list of contacts within the group.

Click on "New meeting"

Click on "Schedule in Calendar"

Meeting Title: Enter a clear and concise title for your meeting

Select a Calendar or select"Add Calendar" to create a new calendar.

Click on "Find a time"

Clicking on the calendar time will auto-populate the time "From To" fields.

Click on "Event Details"

Notifications: The "Notifications" section allows you to set up automated notifications for your meetings or events. You can choose from various options such as minutes, hours, days, or weeks to determine when the notifications will be sent. This ensures that attendees receive timely reminders and updates about upcoming sessions. To create a notification, select the desired time interval from the dropdown menus. For example, you can set a notification to be sent 10 minutes before the meeting starts by selecting "Email" as the notification type, "10" as the value, and "Minutes" as the time unit. You can add multiple notifications by clicking the "Add notification" button. To delete a notification, simply click on the "X" icon associated with the specific notification you want to remove.

The Add Location option allows you to specify the physical location of your meeting or event. This information helps attendees understand where the session will take place and plan accordingly.

Adding Guests: In the "Add Guests" field, you can enter the names or email addresses of individuals you want to invite to your meeting or event. This allows you to easily share the session details with specific attendees and ensure they receive the necessary information to join. Specifying Groups: The "Groups" field enables you to associate your meeting or event with specific groups or teams, customers, or clients within your organization. By assigning relevant groups, you can effectively target and communicate with the appropriate audience. This feature helps streamline the invitation process and ensures that the right people are informed about the session.

Add a note, and click Schedule.

Your event has been added.

Click on "New meeting"

Click on "Start an instant meeting"

As the moderator, you have special privileges that guests do not have. We will explore all the available features.

Click on the three dots

Click on "Invite people"

From this menu, you can copy the meeting link to send directly, or share the meeting via your preferred email provider, such as Gmail, Outlook, or Yahoo.

Additionally, you can copy a dial-in link that includes a PIN number. Customers can use this to join the meeting by phone, entering the PIN followed by the pound sign.

In the Performance settings, you can choose between optimizing for the best performance or the highest quality, depending on your network connection and device capabilities.

By enabling the lobby feature, participants will enter a virtual waiting room, and the moderator must grant them access to join the main meeting. The moderator can also chat with participants in the lobby to verify their identity before admitting them.

Click on "Add password"

Create a password using 1 to 10 digits, such as 13, 234, or 536524.

From here you can Remove, Copy, or Show your password.

You can enable end-to-end encryption by toggling the switch on.

Click here

When end-to-end encryption is enabled, you'll see a green "Lock" icon and a notice stating that audio and video communication in the call is encrypted. This provides enhanced privacy and security, making it highly unlikely for third parties to eavesdrop. To disable encryption, simply return to the security options and toggle the switch off.

You have the option to record the entire meeting or choose to record only your own audio and video. To begin recording, click on the Start Recording button.

Click on "Start recording" to initiate the recording process. Please note that you have approximately 100 minutes of recording time available. If your meeting is expected to run longer, it is advisable to set a timer for 90 minutes, download the current recording, and start a new recording session to ensure uninterrupted capture.

Recording in progress

To stop the recording, navigate back to the menu.

Click on "Stop recording"

Click on Confirm

After confirming the stop recording action, a file explorer window will appear, allowing you to select the desired location on your local hard drive to save the recorded video.

To share a video, insert a YouTube link or a direct video link into the provided field.

Click on "Share"

Once you click "Share," the video will start playing, and the audience will be able to view the video and hear the accompanying audio.

To stop the video playback, return to the menu and click on "Stop video."

Click on "Share audio"

Click on "Continue"

In this window, you can select the specific tab you want to share and choose whether to include audio sharing. Once you've made your selections, click on the "Share" button.

To stop sharing click the Stop Sharing icon. You can also toggle between the views by clicking the "View Tab" button.

Click on "Noise suppression"

Click on "Disable noise suppression"

1. Whiteboard: This feature allows you to use a virtual whiteboard during the meeting. You can draw, write, or illustrate ideas and concepts, making it easier to collaborate and share information visually with other participants.

2. Select background: The platform offers the option to choose a virtual background for your video presence. This feature lets you replace your actual background with a pre-selected image or video, providing a more professional or themed appearance. It is particularly useful if you want to maintain privacy or have a cluttered background.

3. Participant Stats: The system provides detailed statistics about each participant's engagement during the meeting. You can view data such as how many minutes each person has spent speaking or how long they have been actively on screen. This information can be valuable for analyzing participation levels, identifying key contributors, and ensuring equal opportunity for all attendees to contribute. These features enhance the overall meeting experience by providing additional tools for collaboration, customization, and participation tracking. The whiteboard encourages interactive discussions, the background selection adds a layer of personalization and professionalism, and the participant stats offer insights into individual engagement levels.

Click on the "Menu" icon

Click on "Settings"

Audio, Video, and Virtual Backgrounds: In the settings menu, you can configure your audio and video preferences, as well as choose a virtual background. Ensure that your microphone and camera are properly set up and selected. Adjust the volume levels and test your audio to ensure clarity. You can also select a virtual background to replace your actual surroundings, providing a more professional or personalized appearance during the meeting.

Click on "Notifications"

In the Notifications section, you can choose to enable or disable audio alerts by checking or unchecking the "Play sound on" option. Similarly, you can control whether chat message notifications are displayed by toggling the "Display notification for Chat messages" setting.

Click on "Moderator"

Moderator options can be chosen by checking the boxes on or off.

Click on "Profile"

You can add a name and an email here.

Click on "Shortcuts"

In the Shortcuts section, you can browse through the available keyboard shortcuts to find ones that can enhance your video call experience and make it more convenient to navigate and control various features.

Click on "General"

General settings are for a Maximum number of participants who can be pinned to the main stage and the Language.

Click on "OK"

Click on "Participants"

Click on "Add breakout room"

Click on "Menu"

Click on "Rename"

Click on "OK"

As a moderator, you have the ability to mute all participants in the meeting. This feature is useful when you need to minimize background noise or ensure that everyone's attention is focused on the speaker. By clicking on the "Mute All" button, you can instantly mute the audio for all participants, preventing any disruptions or unwanted sounds.

1. Audio Mic 2. Camera 3. Share Screen 4. Chat 5. Raise Hand 6. Participants 7. Toggle Tile View 8. Menu Options 9. Leave Meeting

Click on "Chat"

This opens the chat box.

Click on "Polls"

Click on "Create a poll"

Here you can create a poll. After creating the poll click "Send" to send to your audience.