In this part we are implementing the actual script.
In Phase 1: Concept (storyline) you make a choice which features you want to use in your perfect online meeting. After that you put those features in a logical and structured order. Now...your storyline is prepared and ready for the technical implementation in Idiligo.
Do the following now:
1. Login to your account and go to 'Scripts'
2. Click 'New' for a new script or edit an existing script.
Each script has a unique code and description. Create a code (here: 1234) and fill in a logical description for the script (here: My first script)
3. Insert the Open and Close snippets
Copy these snippets into your script.
This will be the start and end of your script.
|Description||My first script|
4. That's it, you've created the basic structure.
Now you can start filling the script with your features (which are called 'nodes'). (Tip: Follow to the order of your storyline).
5. Now select your features to fill in your script.
Click on the respective feature to get to the code snippets (nodes).
Present documents in different file formats to your participant and discuss them together.
|Fill in forms|
Define forms that you wish to complete together with your participant.
The choice function provides flexibility during your online meeting.
|Share your screen|
Simply show anything on your screen, like a live tariff calculator, while your participant is watching.
Use this feature to allow you and your participant to upload documents, such as a contract, an ID, or presentation.
You and your participant can download documents during the online meeting.
|Autogenerate and send emails |
Generate and send emails including meeting summaries, contracts or meeting invitations.
|Sign documents |
Have contracts or order forms signed during your online meeting.
|Html & embed iframes |
Embed external content such as YouTube videos, ads or much more into your online meeting.
Present videos during your online meeting.
|Present photos |
Present photos during your online meeting.
|Autogenerate documents |
Automatically generate PDFs out of filled in forms.
|Create reports |
Automatically create reports of each meeting. This can be a summary of the completed forms, discussed contracts or anything else.