Advanced Functionality for Engage Meeting
Admins can enable the following advanced functionality for users:
Scheduling an Engage Meeting
- Booking Agents – Booking agents schedule Engage Meetings on behalf of the meeting host
- Enabling Password Protected Meetings - Admins can require a password for an Engage Meeting to increase the security of the meeting.
Inviting Attendees to an Engage Meeting
- Sending Approved Email Invitations – Approved Email content creators can create reusable and approved email templates to use as invitations to an Engage Meeting
Hosting an Engage Meeting
- CRM Users Attending an Engage Meeting – Allows CRM users to attend Engage Meetings
- Using the Engage Meeting Splash Screen – Content creators can create a MyInsights HTML report to replace the default splash screen with a customized one, enriching the in-meeting experience
- Allowing Attendees to Share Their Screen – Enables meeting attendees to share their screen with the host and other attendees
- Joining an Engage Meeting via Zoom – Enables meeting attendees to join an Engage Meeting using their Zoom application.
- Capturing Remote Signatures for Sampling in Engage Meeting – Allows sampling from Engage Meetings
- Capturing Remote Signatures for a Medical Inquiry in Engage Meeting – Allows capturing a Medical Inquiry signature from Engage Meetings
Activities After an Engage Meeting
- Engage Meeting Attendance Tracking – An automated process that compiles attendance, device, and network information about the attendees of an Engage Meeting
- Rating an Engage Meeting Experience – Engage Meeting attendees can rate their meeting experience, granting customers insights into the quality of the remote experience, and how those interactions can be improved in the future