How to set Instructions with Custom Terms Agent running Portal Session Room Preview button

Use the following method to set the presentation Portal instructions for the speaker ready room which includes the Session Room Preview button so presenters can view their presentations like they will be seen by attendees.

Use the following method to set the presentation Portal instructions for the speaker ready room which includes the Session Room Preview button so presenters can view their presentations like they will be seen by attendees.

1. Go to Settings > Blocks and terms
2. Under System Terms, search Group Name “portal” and Term Name “agent”

3. Under “Association Override,” enter the instructional text you would like to see in the blue box on Portal. We do have a default text, but anything entered into Association Override will override the default value

4. Make sure the Agent is downloaded to the computer that you will be using. To find the download, search the Knowledge Base for “agent download”
5. Go to Portal > Presentations to view the instructions in the blue box

Hybrid Meeting TERMS support

To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace the date, time, and location with a specified term the customer is using for “on-demand”.

Hybrid meetings create new programming options for meeting planners, with the ability to incorporate on-demand virtual sessions with in-person physical sessions. Last-minute changes in speaker participation could change a previously planned in-person physical session to an on-demand virtual session and vice versa. Hybrid meeting planners have also become more comfortable with the concept of post-meeting on-demand virtual sessions as the standard for previously recorded physical sessions.

To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace the date, time, and location with a specified term the customer is using for “on-demand”.

An example of using the new TERMS functionality on cPlanner to display “Hybrid  On-Demand” for appropriate Presentation details and Sessions details pages is as follows:


1. In Settings -> Blocks & Terms, find the System Terms related to the Planner


2. Edit the Meeting Override value for the Term Name “planner-on-demand-label” to “Hybrid On-Demand”


3. Go to Sessions, select all the sessions, and click “Bulk data change.” Select “OnDemand” and verify the change shown below. You can also choose On-Demand “On” for individual sessions


4. Below is the cPlanner Presentation details page with the “Hybrid On-Demand” displayed removing the dates and times


Blocks and Terms Program Planner updates

To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace replacement of date, time, and location with a whatever term the customer is using for “on-demand”.

Hybrid meetings create new programming options for meeting planners, with the ability to incorporate on-demand virtual sessions with in-person physical sessions. Last-minute changes in speaker participation could change a previously planned in-person physical session to an on-demand virtual session and vice versa. Hybrid meeting planners have also become more comfortable with the concept of post-meeting on-demand virtual sessions as the standard for previously recorded physical sessions.

To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace replacement of date, time, and location with whatever term the customer is using for “on-demand”.


Expansion of Terms to Include Custom Terms

Customers and Client Services teams have appreciated the efficiencies gained by the functionality added, allowing Term labels on the CTI Virtual Meeting application to be adjusted via Settings. A single change within Settings->Blocks & Terms can translate to hours of time saved editing virtual meeting pages. This functionality has been used to allow administrators to create language support for a German-language meeting.

Functionality has been added to allow the Term labels on the CTI Virtual Meeting application to be adjusted via Settings. A single change within Settings->Blocks & Terms can translate to hours of time saved editing virtual meeting pages. This functionality has been used to allow administrators to create language support for a German-language meeting.

Terms currently available in the Blocks & Terms settings menu are pre-defined “system” terms. With this update, functionality has been added to allow users to create their own customized terms. While the first use of these new custom terms is planned for within Campaign Notifications, customized terms will ultimately be used in instruction text and workflow modules configurations.

The new functionality appears as in the image below and allows the creation and management of new Custom Terms:

These custom terms are used to support Terms within Campaigns:


Expanding changes to Terms

With Blocks & Terms, clients can configure the site to change default Term names that participants, client staff, and attendees see in their respective User Interfaces. This has now been extended to more Terms. ​ While onerous, we can now also apply labels to these extended editable terms in languages other than English.​

With Blocks & Terms, clients can configure the site to change default Term names that participants, client staff, and attendees see in their respective User Interfaces. This has now been extended to more Terms. ​ While onerous, we can now also apply labels to these extended editable terms in languages other than English.​

The changes are made in Settings > Blocks & terms on the Terms tab​. There you will see the Group Name label used to describe where the Term Name is used​. The Term Name used by our application, the Default Value for the term that appears by default, and the two columns that can be edited with in-line editing: The Association Override and the Meeting Override for that term​.

The Association Override changes the term for all the association’s meetings while the Meeting Override changes the term for just the specific meeting. This means the term only needs to be changed at the Association Override level unless it is for a specific meeting.


An important part of this process is to know the exact name with spelling and punctuation (e.g., hyphens or no hyphens) as it’s embedded in the code for cATTENDEE. We have now developed a Terms Identifier tool for this purpose. To use the tool, take the following steps:

1. Enter the Virtual meeting as the Shadow of a Registered Attendee;
2. Go to a page with terms you would like to change;
3. As an Admin, you will see a Gear icon in the upper left-hand corner of the page.

When you click on the gear, the popup will give you the following options:

1. Highlight term with field – highlights the “Term Name” column in cAdmin. Allows you to view what term you are changing
2. Highlight term with value – highlights and now changes the term to be the “Default Value” (unless it’s been overridden by another term in the Association or Meeting Override columns)
3. Normal – nothing highlighted or changed. You can use this to see how your term looks after making your changes to the Term(s).