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Update EYOC help doc and add new pages #26355

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merged 12 commits into from
Sep 1, 2023
26 changes: 26 additions & 0 deletions docs/articles/other/Expensify-Chat-For-Admins.md
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---
title: Expensify Chat for Admins
description: Best Practices for Admins settings up Expensify Chat
---

## Overview
Expensify Chat is an incredible way to build a community and foster long-term relationships between event producers and attendees, or attendees with each other. Admins are a huge factor in the success of the connections built in Expensify Chat during the events, as they are generally the drivers of the conference schedule, and help ensure safety and respect is upheld by all attendees both on and offline.

## Getting Started
We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees:
- [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify)
- [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text)
- [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive)

## Admin Best Practices
In order to get the most out of Expensify Chat, we created a list of best practices for admins to review in order to use the tool to its fullest capabilities.

**During the conference:**
- At a minimum, send 3 announcements throughout the day to create awareness of any sessions, activations, contests, or parties you want to promote.
- Communicate with the Expensify Team in the #admins room if you see anything you have questions about or are unsure of to make sure we’re resolving issues together ASAP.
- [Flag any content for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) that does not fit your culture and values. It’s up to you to help keep your conference community safe and respectful, so using this feature is a

**After the conference:**
- The rooms will all stay open after the conference ends, so encourage speakers to keep engaging as long as the conversation is going in their session room.
- Continue sharing photos and videos from the event or anything fun in #social as part of a wrap up for everyone.
- Use the #announce room to give attendees a sneak preview of your next event.
35 changes: 35 additions & 0 deletions docs/articles/other/Expensify-Chat-For-Conference-Attendees.md
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---
title: Expensify Chat for Conference Attendees
description: Best Practices for Conference Attendees
---

## Overview
Expensify Chat is the best way to meet and network with other event attendees. No more hunting down your contacts by walking the floor or trying to find someone in crowds at a party. Instead, you can use Expensify Chat to network and collaborate with others throughout the conference.

To help get you set up for a great event, we’ve created a guide to help you get the most out of using Expensify Chat at the event you’re attending.

## Getting Started
We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your fellow attendees:

- [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify)
- [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text)
- [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive)

## Chat Best Practices
To get the most out of your experience at your conference and engage people in a meaningful conversation that will fulfill your goals instead of turning people off, here are some tips on what to do and not to do as an event attendee using Expensify Chat:

**Do:**
- Chat about non-business topics like where the best coffee is around the event, what great lunch options are available, or where the parties are happening that night!
- Share pictures of your travel before the event to hype everyone up, during the event if you met that person you’ve been meaning to see for years, or a fun pic from a party.
- Try to create fun groups with your fellow attendees around common interests like touring a local sight, going for a morning run, or trying a famous restaurant.

**Don't**
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Suggested change
**Don't**
**Don't:**

- Pitch your services in public rooms like #social or speaking session rooms.
- Start a first message with a stranger with a sales pitch.
- Discuss controversial topics such as politics, religion, or anything you wouldn’t say on a first date.
- In general just remember that you are still here for business, your profile is public, and you’re representing yourself & company, so do not say anything you wouldn’t feel comfortable sharing in a business setting.

**Pro-Tips:**
Get active in Chat early and often by having real conversations around thought leadership or non-business discussions to stand out from the crowd! Also if you’re in a session and are afraid to ask a question, just ask in the chat room to make sure you can discuss it with the speaker after the session ends.

By following these tips you’ll ensure that your messages will not be [flagged for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) and you will not mess it up for the rest of us.
39 changes: 39 additions & 0 deletions docs/articles/other/Expensify-Chat-For-Conference-Speakers.md
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---
title: Expensify Chat for Conference Speakers
description: Best Practices for Conference Speakers
---

## Overview
Are you a speaker at an event? Great! We're delighted to provide you with an extraordinary opportunity to connect with your session attendees using Expensify Chat — before, during, and after the event. Expensify Chat offers a powerful platform for introducing yourself and your topic, fostering engaging discussions about your presentation, and maintaining the conversation with attendees even after your session is over.

## Getting Started
We’ve rounded up some resources to get you set up on Expensify Chat and ready to start connecting with your session attendees:

- [How to get set up and start using Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-use-chat-in-expensify)
- [How to format text in Expensify Chat](https://help.expensify.com/articles/other/Everything-About-Chat#how-to-format-text)
- [How to flag content and/or users for moderation](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive)

## Setting Up a Chatroom for Your Session: Checklist
To make the most of Expensify Chat for your session, here's a handy checklist:
- Confirm that your session has an Expensify Chat room, and have the URL link ready to share with attendees in advance.
- You can find the link by clicking on the avatar for your chatroom > “Share Code” > “Copy URL to dashboard”
- Join the chat room as soon as it's ready to begin engaging with your audience right from the start.
- Consider having a session moderator with you on the day to assist with questions and discussions while you're presenting.
- Include the QR code for your session's chat room in your presentation slides. Displaying it prominently on every slide ensures that attendees can easily join the chat throughout your presentation.

## Tips to Enhance Engagement Around Your Session
By following these steps and utilizing Expensify Chat, you can elevate your session to promote valuable interactions with your audience, and leave a lasting impact beyond the conference. We can't wait to see your sessions thrive with the power of Expensify Chat!

**Before the event:**
- Share your session's QR code or URL on your social media platforms, your website or other platforms to encourage attendees to join the conversation early on.
- Encourage attendees to ask questions in the chat room before the event, enabling you to tailor your session and address their specific interests.

**During the event:**
- Keep your QR code readily available during the conference by saving it as a photo on your phone or setting it as your locked screen image. This way, you can easily share it with others you meet.
- Guide your audience back to the QR code and encourage them to ask questions, fostering interactive discussions.

**After the event:**
- Continue engaging with attendees by responding to their questions and comments, helping you expand your audience and sustain interest.
- Share your presentation slides after the event as well as any photos from your session, allowing attendees to review and share your content with their networks if they want to.

If you have any questions on how Expensify Chat works, head to our guide [here](https://help.expensify.com/articles/other/Everything-About-Chat).
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---
title: Expensify Chat Playbook for Conferences
title: Expensify Chat Playbook for Conferences
description: Best practices for how to deploy Expensify Chat for your conference
---
## Overview
Expand All @@ -9,32 +9,32 @@ To help make setting up Expensify Chat for your event and your attendees super s

## Who you are

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Does Jekyll cut down on extra spaces? This doc is formatted pretty differently to the other ones, with a lot more whitespace before/after section headers, etc.

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that's a good question, i can't remember. I'll spin these up locally and get screenshots!

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okay tested this out and i don't think it matters here is what it looks like
image
with this code
image

then if i throw in a bunch of extra new lines it doesn't change:
image

image

made sure to reload the page even though I have the live reload on as well and still the same.

As a conference organizer, you’re expected to amaze and inspire attendees. You want attendees to get to the right place on time, engage with the speakers, and create relationships with each other that last long after the conference is done. Enter Expensify Chat, a free feature that allows attendees to interact with organizers and other attendees in realtime. With Expensify Chat, you can:
As a conference organizer, you’re expected to amaze and inspire attendees. You want attendees to get to the right place on time, engage with the speakers, and create relationships with each other that last long after the conference is done. Enter Expensify Chat, a free feature that allows attendees to interact with organizers and other attendees in realtime. With Expensify Chat, you can:

- Communicate logistics and key information
- Foster conference-wide attendee networking
- Organize discussions by topic and audience
- Continue conversations long after the event itself
- Continue conversations long after the event itself
- Digitize attendee social interaction

Sounds good? Great! In order to ensure your team, speakers, and attendees have the best experience possible, we’ve created a guide on how to use Expensify Chat at your event.
Sounds good? Great! In order to ensure your team, speakers, and attendees have the best experience possible, we’ve created a guide on how to use Expensify Chat at your event.

_Let’s get started!_


## Support

Connect with your dedicated Expensify account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below.
Connect with your dedicated Expensify account manager in any new.expensify.com #admins room. Your account manager is excited to brainstorm the best ways to make the most out of your event and work through any questions you have about the setup steps below.


## How to set up your conference on Expensify Chat

Based on our experience running conferences atop Expensify Chat, we recommend the following simple steps:

### Step 1: Create your event workspace in Expensify
### Step 1: Create your event workspace in Expensify

To create your event workspace in Expensify:
1. In new.expensify.com: “+” > “New workspace”
1. In new.expensify.com: “+” > “New workspace”
2. Name the workspace (e.g. “ExpensiCon”)

### Step 2: Set up all the Expensify Chat rooms you want to feature at your event
Expand All @@ -43,19 +43,21 @@ To create your event workspace in Expensify:

To create a new chat room:
1. Go to [new.expensify.com](https://new.expensify.com)
2. Go to “+” > New room
2. Go to “+” > New room
3. Name the room (e.g. “#social”)
4. Select the workspace created in step 1
5. Select “Public” visibility
5. Select “Public” visibility
6. “Create room” > Copy/Paste room URL for use later
7. Repeat for each room

For an easy-to-follow event, we recommend creating these chat rooms:

- *#announce* - This room will be used as your main announcement channel, and should only be used by organizers to announce schedule updates or anything important that your attendees need to know. Everyone in your policy will be invited to this channel, but chatting in here isn’t encouraged -- so to keep the noise to a minimum!
- *#social* - This room will include all attendees, speakers, and members of your organizing team. You can use this room to discuss social events, happy hours, dinners, or encourage attendees to mingle, share photos and connect.
- *#social* - This room will include all attendees, speakers, and members of your organizing team. You can use this room to discuss social events, happy hours, dinners, or encourage attendees to mingle, share photos and connect.
- *#announcements* - This room will be used as your main announcement channel, and should only be used by organizers to announce schedule updates or anything important that your attendees need to know. Everyone in your policy will be invited to this channel, but chatting in here isn’t encouraged so to keep the noise to a minimum.
- *Create an individual room for each session* - Attendees will be able to engage with the speaker/session leader and can ask questions about their content either before/during/after the session.
- *Create a room with your Expensify account manager/s* - We can use this room to coordinate using Expensify Chat before, during, and after the event.
- *Create a room with your Expensify account manager/s* - We can use this room to coordinate using Expensify Chat before, during, and after the event.

**Protip** Check out our [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment just click the flag icon to moderate conversation.

### Step 3: Add chat room QR codes to the applicable session slide deck

Expand All @@ -65,19 +67,19 @@ Gather QR codes:
3. Go into Share Code
4. Download or screenshot the QR code image

Add the QR code to every slide so that if folks forget to scan the QR code at the beginning of the presentation, they can still join the discussion.
Add the QR code to every slide so that if folks forget to scan the QR code at the beginning of the presentation, they can still join the discussion.

### Step 4: Train speakers on how to use chat during their sessions

*Protip*: Copy and paste a link to this section and share it directly with your speakers
*Protip*: Your account manager can communicate this training to your speakers. Chat with them in #admins on new.expensify.com to coordinate!

Are you a speaker at an event? Great! Expensify Chat is the perfect way to connect with your session attendees before, during, and after the event. Use Expensify Chat to introduce yourself and your topic, and open the floor for attendees to ask questions and participate in discussion about your presentation, as well as connect with other attendees that were in the room. Here’s a quick list to help you best prepare for your session by using Expensify Chat:
Are you a speaker at an event? Great! Expensify Chat is the perfect way to connect with your session attendees before, during, and after the event. Use Expensify Chat to introduce yourself and your topic, and open the floor for attendees to ask questions and participate in discussion about your presentation, as well as connect with other attendees that were in the room. Here’s a quick list to help you best prepare for your session by using Expensify Chat:

1. Ensure your session has an Expensify Chat room and that you know the URL link to your session so you can share with attendees ahead of time
2. Join the chat room ahead of the event so you can start engaging with your session’s attendees from the get-go
3. Make sure you have a session moderator with you on presentation day to help moderate questions and facilitate discussion while you’re busy speaking
4. Ensure your session slides include the QR code for your session chat room. We’d recommend making sure the QR code is visible on every page of your deck in case an attendee didn’t join at the beginning.
4. Ensure your session slides include the QR code for your session chat room. We’d recommend making sure the QR code is visible on every page of your deck in case an attendee didn’t join at the beginning.
5. Engage with attendees after your session to continue the discussion around your topic!

*Messaging Suggestions*
Expand All @@ -89,24 +91,24 @@ Are you a speaker at an event? Great! Expensify Chat is the perfect way to conne

Expensify Chat is a great place to provide updates leading up to your event -- share news, get folks excited about speakers, and let attendees know about crucial event information like recommended attire, travel info, and more.

### Step 6: Update your rooms throughout the event
### Step 6: Update your rooms throughout the event

We find chat to be a powerful way to not only engage your attendees, but direct them in realtime to get exactly where they need to go:

- #announce: Use this room to make announcements such as what’s coming up next, where and when social events are taking place, or announcing the sponsor floor is open to the entire conference. Only workspace admins can post in this room.
- #social: Have your employees in this room sharing fun photos, stoking conversations, and responding to any questions or feedback.
- Speaker rooms: Encourage your employees to jump in to comment on content and nudge attendees to engage with each other during sessions.

*Protip*: Expensify Chat has [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment, just click the flag icon to moderate conversation.
*Protip*: Expensify Chat has [moderation tools](https://help.expensify.com/articles/other/Everything-About-Chat#flagging-content-as-offensive) to help flag comments deemed to be spam, inconsiderate, intimidating, bullying, harassment, assault. On any comment, just click the flag icon to moderate conversation.

### Step 7: Follow up with attendees after the event

Continue the connections by using Expensify Chat to keep your conference community connected. Encourage attendees to share photos, their favorite memories, funny stories, and more.
Continue the connections by using Expensify Chat to keep your conference community connected. Encourage attendees to share photos, their favorite memories, funny stories, and more.

- We’d recommend creating a draft of all of your reminders that you plan to send in the #announce (or #social) room throughout the event.
- We’d recommend creating a draft of all of your reminders that you plan to send in the #announce (or #social) room throughout the event.
- A post in the morning outlining the full agenda, and then before each event as it happens throughout the day, is recommended. Be sure to include details like timings, locations, and any special detail like attire to help attendees feel prepared.
- Use markdown when posting updates so that your messages are easy to read.
- We also recommend posting your updates on new lines so that if someone has a question about a certain item they can ask in a thread pertaining to that topic, rather than in one consolidated block.
- We also recommend posting your updates on new lines so that if someone has a question about a certain item they can ask in a thread pertaining to that topic, rather than in one consolidated block.

## You’re all set!

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