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Gaffe of the Month: Using Manual Confirmation

Posted by Mike McKinnon on
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Accidents happen. At ReadyTalk we’re committed to helping our customers prevent accidents and mistakes. Each month, ReadyTalk’s Account Managers share a recent accident and tips for how to avoid it in the future.

 

When planning an upcoming webinar, ReadyTalk customer Joe opted to use Manual Confirmation when setting up his invitation options.  Manual Confirmation allows the event organizer to confirm individual attendees rather than have it happen automatically. An attendee doesn’t receive the event details until the organizer confirms their status. Joe’s webinar was a pay-for event, and he didn’t want any registrants who had not yet submitted payment to receive a confirmation email along with login instructions.

Joe’s webinar featured a distinguished guest speaker, and Joe thought it would be insulting to ask him to register for the event.  On the morning of the webinar, Joe logged into his ReadyTalk meeting controls 15 minutes prior to the start time of his scheduled event.  When the guest speaker tried to log in, he was prompted to register.  If this webinar had automatic confirmation, he would have simply been directed into conference.  However, with manual confirmation, his registration went into ‘awaiting confirmation’ status.  Joe didn’t understand why the speaker couldn’t get into the conference, and he began to panic.

After a couple of minutes, Joe contacted ReadyTalk customer care.  The representative was quickly able to discern that the guest speaker’s registration was waiting to be manually confirmed by the chairperson.  After this step had been done, he was able to get into conference and participate in what turned out to be a very successful webinar.

Joe could have avoided the confusion and delay by ensuring his speaker was pre-registered and manually confirmed ahead of time.  Since Joe did not want to ask the guest speaker to register himself, Joe could have done so on behalf of the speaker, and then when he manually confirmed him, the speaker would have received his confirmation with the login link.

Are there accidents or tips you would like our account managers to address? Share your questions below and we’ll provide some insight. You can also check out the best practices section of the website for more ideas.


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