Manage room
Add recipients, functionality and settings
Therese avatar
Written by Therese
Updated over a week ago

Overview of Managing Your Published Room

When you have published your room, you have the option to add more content and participants throughout the entire process. This is especially useful for adjusting your actions within the room to what is happening in the sales process, for example with a particular participant. You can also add more content as well as participants to your room, either by directly entering their emails or by sharing a universal link with them.

In addition, you can use Analytics to follow the interaction your participants have in the room and observe the timeline of events that take place.

In this guide, we will dive a little deeper into what you can do when you have published your room.


Analytics

You can use the Analytics feature to review the progress of your published room. For example, you can view analytics for each participant's journey, as well as the room's timeline.

To access Analytics, simply click on the "Analytics" button in the middle of the page. You will be taken to the Analytics page with two tabs: Engagement and Timeline.

Analytics is a great tool to keep track of interactions with your participants in the room. It includes having an overview of the amount of time spent in a room, as well as detailed timeline events of when a participant opens, views and reviews the room.

Analytics also allows you to dig deep into the data, you will be able to see the participant's interaction on a Page, Section, or Element and even down to their engagement on a Slideshow element.

You also have the option to filter specific participants.

With this information, you can have a better understanding of what interests your participants most and how you should interact with them next.


Engagement:

The Engagement tab gives an overview of how your participants are engaging with the room. You can see how much time they are spending in the room and how much time on which page. This gives you data insight on what you could interact with them on next.


Timeline:

The Timeline tab shows a more detailed list of events that have happened. This includes a list of when a participant has opened, viewed, and reviewed a room. For further information on what different statuses mean, click here.


Add more participants

Sometimes you will need to add more participants to a room after you have published it. Here's how you can do that easily.

Step 1: Access the Share Menu

When you have published the room, locate the Share menu up to the right and click on it:

Step 2: Add the new participants

Once you enter the Share menu, click on the "Add more participants" option and fill in their information. You can add as many participants as you need.

Step 3: Notify the Participants

Once you have added participants to the room, you can send them an invitational email, or choose to copy their link and send it by email manually. The participants will now be able to enter the room and join the conversation!

When you choose to send an invitation, you need to first add a welcome message and then click on Send invitation

Now you know how to add more participants to a room after you've published it. If you have any more questions, please don't hesitate to reach out for assistance.


Adjusting Your Room

You can easily adjust your published room's content and participants whenever you need to.

It could be completely new sections or you might have pages hidden, that you might not want to share right away. It is a smooth way to add more without having to recall it. Read more about it here below.

Once you start to add more content you will notice a popup up to the right, where you can notify the participants of your updates. Simply click on Publish, write a message with what's new, and send!


Pages visibility

When you first publish your room, there might be content you have that you don't want to share immediately with the participant. Could be content that is more suitable once you are at a later stage in the process. You can easily, whenever you feel it's a good time, hide and show pages you have ready to share.

Simply click on the three dots next to the hidden page to the left and select Show page.

Once this is selected you simply need to publish and update your participants that there is new content added to the room.


Unpublish the room

When a room has been published, there are times when you may need to unpublish a room. Unpublishing a room is a way to completely close a room to the outside world. An example of when it is relevant is e.g. when a room's purpose is fulfilled. And you don't really want your participants to have access to it anymore, but you want to keep it internally for reference. Then you use unpublish as a way to archive the room, instead of deleting it.

Can be used as an emergency brake if you want to quickly close the room to the outside world, revise its content and then republish when you are ready.

It is also good to know that all reminders are paused immediately when you unpublish your room.

In your settings, you can simply just choose then to unpublish the room.

To publish a room again, this can easily be done in the tab Unpublished in Rooms

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