Welcome to Virtually! In this quick onboarding guide, we'll show you how to get up and running on Virtually. We'll also point you to helpful resources if you have questions along the way.
You can watch this quick video or read the instructions below:
1. Complete the Onboarding Module
Once you've created your Virtually account, you can take advantage of our quick start onboarding module to get your account set up:
In this module you can set up:
Logo & Color (If you'd like to use a specific color code, you can add this in Settings)
Google Calendar Integration
Admins
Zoom Integrations
Create an Event
You can also close out the checklist when you're done. You can find the close checklist button in step 5 - Create Event.
2. Modify Settings
Next, you'll want to head over to Settings. You'll see 3 tabs at the top. Here's what you can do in each of them:
Account:
Add a specific color code to your brand colors
Add more admins
Upgrade
Access your API key
Preferences:
Turn on toggles for Retroactive Invites and Offboarding
Integrations:
3. Import Members
Next, you'll want to import your members. We suggest importing members via csv or Zapier.
Import members via CSV (You can access a csv import template here)
Note: If you'd like to create your events before inviting members, that's fine too! Just make sure you have the Retroactive Invites toggle ON if you'd like for members to receive invites to existing events once they're added to Virtually.
4. Create Events
Now you're ready to create events! Here are some helpful resources:
This article offers a deep dive into creating events in Virtually
Leverage additional features to simplify your workflow, such as Event Duplication, Event Registration, and Draft Events
Check out our best practices for notifying learners about events here.
Learn how your students will access events created in Virtually here.
5. Access Event Data
Virtually pulls attendance data for all events created in Virtually. You can access this data in the 'Insights' tab. Here are other important things to know:
Learn how attendance tracking in Virtually works here.
Automatically export attendance data via Zapier or via our native Airtable integration
Learn all about our automated feedback surveys here.
6. Reach Out if you have Questions
Still have questions? You can contact our team any time using the Intercom button on the bottom left of your screen.
Our Virtually How-To Guide also has tons of helpful articles for you to review to find answers to your questions. Be sure to check it out!