Engagement Report

Online ONLY

Due to the dramatic increase in requests  for ONLINE meetings. We have added a field to control this new advancement.

You don't need to add any Address, Suburb, State, Postcode for Online meetings.

More advancements soon.  

Tips for Setting Up Online Only Meetings

With the COVID-19 situation disrupting many ways that businesses operate, you may wish to host online meetings instead of physical meetings.

You can easily do this using our event functionality.  In essence, there are three steps:

1 - Create your online meeting using any of the many free web conference services that are available.

2 - Create a dedicated auto-responder and add it to your library of auto-responders.   That library might even be empty at this stage.  Note that an auto-responder is the email that's automatically sent to any person who has booked an event or filled in a form on your website.

3 - Create the StreamDesk event as normal, and associate that auto-responder with the event you've just created.

All you need to do is send an invitation to your preferred attendees, using your standard newsletter console.

In detail:

• Set up a web conference using a resource such as
  • Zoom
  • Skype
  • GoToMeeting
  • Cisco Webex Meetings
  • Google Hangouts Meet
  • join.me
  • BlueJeans
  • Cisco Jabber
  • TeamViewer
  • Fuze
  • UberConference 
• Copy the complete link for the online meeting you've just set up
• Go to Streamdesk and set up an Auto Responder
  • Found in Website Building -> Admin -> Auto Responder
  • In the reply content field, select Insert Link

To auto-merge event-specific information into the auto-responder, here's how:

• Be sure to update the auto-responder's content
• Create your Event in StreamDesk (make sure you choose your new Auto Responder in Auto Responder dropdown)
• Save your Event
• Create a newsletter in Streamdesk and insert your event
• Send your newsletter to the Contacts you want to participate

Any attendee will then receive that Auto Responder with the Online meeting link when they book.

Auto Alert for Expired Documentation

Our new Documents platform allows you to set auto email alerts to contacts whose documents are about to expire.

Great for any user owned documents which have an expiry date.

• WWC (Working with Children)
• First Aid Certificates
• Police Checks
• Apprenticeship Certificates
• any other document with an expiry date

Member Documentation Area

Announcing the new members documentation/certificate area.

Previously only the administrator could upload important date-dependent member documsntaion,  With this update, members can manage their own sensitive documents such as:

• WWC (Working with Children)
• First Aid Certificates
• Police Checks
• Apprenticeship Certificates
• any other document with an expiry date

Get email updates whenever they are uploaded. Set expiry alerts in the members area.

Analysing Contacts and Member Engagement

Streamdesk ENGAGEMENT now allows you to track in real time what is happening with your relationship with any Contact.

Whereever you see the  icon, just click on it and you will see your engagement with any contact. Sorted by date, with actions, totals and descriptions.

With Quick actions like : "Watch" and "Add Note", you can now track and keep abreast of all your contacts' actions.

Optimising your website

Running a fast website is one of the ways to ensure great interactivity with your stakeholders. The size and quality of your images can drastically affect this.  Slow sites, usually caused by images that are too large, also detract from your Google ranking.

We have added an Instant Optimise tool to help you achieve this.

This tool helps reduce website response times and makes your site more mobile friendly. It is not an image editing tool.

When applied, the image is reduced to a maximum dimension of 1600 pixels on any side (it's not enlarged if the existing dimensions are lower)

It's also compressed to High Quality where the original image is more, and all extraneous non-image information and personal information that represents a security risk is also removed from the file.

Whereever you use images:

• Products
• Content Items
• Events
• Photo Galleries
• etc

You will see an Optimise button which allows you to optimise your images.

Quick Search

You can now search your data quickly from any part of the StreamDesk platform using Quick Search.

• Located at the top of every page
• Choose which area you want to search through
• Add a search string
• Click the search icon

Event Custom Fields

You can now collect any type of data about your attendees for the events you set up in StreamDesk.

For example if you are hosting a golf day, you may want to collect information such as:

• Preferred Tee Off times
• Whether they need buggies
• Their golf handicaps
• What they want for lunch?
• Vegan/Vegetarian etc
• A personal photo of the player
• Etc 

You can select anything from your attendee using:

• Text fields
• Text Boxes
• Date fields
• Image
• Select Boxes
• Radio Buttons
• Checkboxes

Just go to your event and click on CUSTOM FIELDS

Add all the fields you need then Click on SAVE FIELDS

Now when booking your events the attendee can enter the information required

New Social Media Channels

New Social Media Channels have been added to all contacts :

• Snapchat
• SoundCloud
• Tumblr
• WhatsApp

Better Appointment Management

Quicker and easier make appointments with your Contacts.

•  Direct from your contact
•  Share appointments with your employees
•  Manage and Delete appointments directly from your CRM tab

Admin Areas

All configuration areas of your StreamDesk platform are now located under the Admin area of each Category which it powers.  This has been done to de-clutter the interface, as well as to provide a foundation for further security and planned user-access control options.