Meeting Manager: Meeting Attendance (Scan, Sense, Rate)
Efficiently track and manage both onsite and virtual meetings with the Meeting Manager, Scan, and Rating features. For onsite meetings, use the Meeting Manager, Scan, and Rating via CRM to accurately track attendance. For virtual meetings, the Meeting Manager and Rating will ensure smooth and seamless tracking. This guide provides step-by-step instructions on how to make the most of these features for optimal attendance management.
Access Meeting Details
Step 1: Navigate to Manage > Meeting Manager to view all scheduled meetings for your event.
Step 2: Use the Open Onsite Display feature to present upcoming meetings to attendees.
Step 3: If your event includes both onsite and virtual components, you can toggle between these options to view attendees’ timetables.
Pending: Indicates attendees who have not yet confirmed their availability.
Step 4: Print group schedules by clicking the Print Group button.
Tracking Meeting Attendance Through Sense
Meeting Manager: Manual Check-ins
Manual check-ins are an effective method for your onsite team to monitor meeting attendance. This approach is typically used for meetings held at specific locations, where tracking attendance is straightforward and manageable.
To perform a manual check-in:
Step 1: Choose the specific meeting date and time in Sense.
Step 2: Tick the Check-in box next to the attendee's name to mark their presence.
Tracking Attendance Through User Actions
The following tools ensure precise tracking of meeting participation, with attendance recorded through scan logs and meeting ratings submitted via the platform. The Scan feature logs when attendees interact with company representatives, while the Rating functionality provides valuable insights into attendee engagement during meetings. Together, these features offer a comprehensive and accurate record of meeting attendance.
Below are the instructions on how to track meeting attendance using these features within the CRM tool.
Scan
Use the Scan function to confirm meeting attendance through attendee interaction.
Steps to verify attendance via Scan:
Step 1: Navigate to Tools in the Sense menu bar.
Step 2: Select CRM.
Step 3: Search for the attendee's profile under the People tab.
Step 4: Open the Conversations tab.
Step 5: Go to the Onsite Meetings tab to see scan-based attendance records.
Meeting Attendance Rate
After a meeting ends, attendees can rate the meeting using a star system (1–5 stars).
If a meeting has at least one rating or multiple ratings, it confirms the meeting was successfully conducted.
To view attendance rates:
Step 1: Navigate to Tools in Sense.
Step 2: Select CRM.
Step 3: Search for the attendee's profile.
Step 4: Go to the Conversations tab.
Step 5: Access the Onsite Meetings tab to see ratings and attendance details.
Additional Features
Meeting ratings and check-ins allow organizers to assess the overall success and engagement of meetings.
Combining Sense, Scan, and Rate provides a comprehensive view of meeting participation and satisfaction.
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