> For the complete documentation index, see [llms.txt](https://meta.buddhistgeeks.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://meta.buddhistgeeks.org/espanol-2/retreats/daylongs/virtual-daylong-setup.md).

# Setting up a Virtual Daylong

## Create Zoom Meeting Link

* Login to [**Zoom.us**](https://meta.buddhistgeeks.org/espanol-2/retreats/daylongs/www.zoom.us)
* Click **Meetings**
*  Click **Schedule a New Meeting** button

![Fill out the details as appropriate for your retreat.  We suggest using these Meeting Options.](/files/-Lag53ZF3deSVQacBCXX)

* Add any **Alternative Hosts** (aka Fellow Facilitators) under the **Advanced Options**

![Here I ("Vince") am scheduling for myself, and adding Ryan Oelke as a Co-Host.](/files/-Lag5o-b09LiELGi9ZF-)

* **Save Meeting**
* Go to bottom of page and **Edit the Registration Options**
* Select the following Registration options and then **Save All**

![](/files/-Lag9JvCq96B4LC-MF3F)

* Go to **Email Settings** and **Edit the Email Contact**

![](/files/-LagE2XLnSfbocF8RqCY)

![](/files/-LagDxBwTnw4KrcFcavz)

* Select the **Branding** Tab

![](/files/-LagEx3SJ6w51JVs2l45)

* **Upload your Square Logo** (Heart of Insight Logo pictured here)

![](/files/-LagEzVfBdqdZ_u_V94x)

* **Upload Retreat image** to **Banner** section

{% file src="/files/-LaarF4dW3g4yagxXCWD" %}
Heart of Insight Zoom Logo (.PSD)
{% endfile %}

![](/files/-LagF4yOPIxl2kqbAgwQ)

## Setup Mailchimp Audience

* Create New Audience and name it after the event (ex. "Heart of Insight Daylong: July 19")
* Duplicate the Intro Series Campaign
* Edit Intro Series Campaign so that it's up-to-date

## **Set-up** Zapier Automation

* **Open** the [Virtual Daylong Metrics](https://docs.google.com/spreadsheets/d/1HpbLtIbCiqssESQEcCxWH6YrGlj7FRbGIoOexbZ9eQE/) **Google Sheet**
* **Duplicate** a new Worksheet for this event, naming the worksheet after the date of the event (ex. January 2020)
* Login to [Zapier.com](https://meta.buddhistgeeks.org/espanol-2/retreats/daylongs/www.zapier.com) 
* Navigate to the "Virtual Daylongs" folder
* **Copy** the "Virtual Daylongs Sign-Up" Zap
* **Rename** the Zap to match the name of your retreat (ex. "Heart of Insight Daylong Sign-Up")
* **Edit** the new Zap
* Under **1. Trigger** (Gmail) click **Edit Options** and change the text after "subject:Meeting Registration" to match the exact title of the event, as it's named in Zoom.

![](/files/-LioPdbFHg8NU0hfrICo)

* Click **Continue** and **Test**
* Under **7. Action** (Mailchimp) click **Edit Template**

![](/files/-LabfnLmNjq4bcjTEzbE)

* Update the **Audience** to match the Mailchimp audience that you created earlier for this retreat.

![](/files/-LioQnOrvlXQikk5-gXR)

* Click **Continue** and **Test** the connection with Mailchimp, making sure that the e-mail is added to that Audience in **Mailchimp**.
* Under **8. Action** (Google Spreadsheet), click **Edit Template.**  

![](/files/-LabgKInaY4Q7jyiopGd)

* Under **Worksheet** (required) select the new worksheet that was created earlier.

![](/files/-LioUdT2I4ydwJ8C73Z7)

* Click **Continue** and then **Send Test to Google Sheets**
* Check the [Virtual Daylong Metrics](https://docs.google.com/spreadsheets/d/1HpbLtIbCiqssESQEcCxWH6YrGlj7FRbGIoOexbZ9eQE/) **Google Sheet** to make sure that the information propagated correctly.
* **Turn on the Zap**

## Update Kindful Campaign

* **Login** to Kindful.com, go to **Campaigns**, and select the campaign that corresponds with this retreat (ex. "Heart of Insight Daylong", "Pragmatic Dharma Daylong", or "Awakening Life Daylong")
* Upload a new **Splash Image**
* Click **Update**

{% file src="/files/-LagF8j\_xm\_VlwLyRGAd" %}
Zoom Banner (.PSD)
{% endfile %}

## Create Retreat Page

* Go to HeartofInsight.training and login with an admin account
* Click on the "Retreats" section and find an old Connecting to the Source event
* Edit the old event and then go to the bottom and click "Duplicate"
* Update image + copy