Facilitator Tools

Guides

Everything you need to design and run engaging sessions — from your first poll to 5,000-seat events.

About this manual

  1. About this manual
  2. How to read the badges
  3. TL;DR boxes and the assistant

Part 1 — Getting started

  1. Getting started
  2. Sign in
  3. Three ways to begin a session
  4. Navigating the Home page and accessing sessions
  5. The Home page
  6. The top navigation bar
  7. Accessing existing sessions
  8. Account management
  9. Branding
  10. Organization branding (Settings)
  11. Per-session branding (Designer)
  12. Inviting users

Part 2 — Building a session

  1. Creating a session
  2. From the Dashboard
  3. The Session Designer at a glance
  4. Templates
  5. Using a template
  6. Saving your own template
  7. Activity types
  8. The ten section types
  9. Open Question
  10. Poll
  11. Quiz
  12. Exam
  13. NPS (Net Promoter Score)
  14. Cross Tab
  15. Picture Upload / Image Activity
  16. Word Cloud
  17. Strategic Thinking Activity
  18. Slide (single image)
  19. Slider Rating
  20. Integrating slides
  21. Changing the order
  22. AI integration
  23. Activation, preview and archiving
  24. Preview
  25. Go Live
  26. Activating individual activities
  27. Session status and archiving

Part 3 — Surveys

  1. Surveys overview
  2. Creating a survey
  3. Managing surveys

Part 4 — Running and sharing

  1. Sharing a session
  2. Sharing options overview (pros and cons)
  3. Display page
  4. Display page with slide integration

Part 5 — Integrations

  1. PowerPoint integration
  2. Option A — Import your deck
  3. Option B — PowerPoint Add-in (present from PowerPoint)
  4. Installing the add-in — choose your path
  5. Install for your organization (Microsoft 365 admin)
  6. Install as an individual facilitator
  7. After installing — pair, present, stay updated
  8. Option C — Embed a single activity
  9. Keynote integration
  10. Zoom integration

Part 6 — After the session

  1. Post-session
  2. Review what happened
  3. Wrap up
  4. Uploading captured sections
  5. Download and export options
  6. What each format is good for

Part 7 — Troubleshooting

  1. Part 7 — Troubleshooting

Appendix A — Plans & paid features

  1. Appendix A — Plans & paid features
  2. Plans at a glance
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