> 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 The technical aspects of what's involved in setting up a virtual daylong retreat through Buddhist Geeks ## 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.](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag4MMjsY3FDR-8xWGp%2F-Lag53ZF3deSVQacBCXX%2FScreenshot%202019-03-23%2015.47.13.png?alt=media\&token=de6c3a22-11ee-4b27-8407-e41533d0f654) * 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.](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag4MMjsY3FDR-8xWGp%2F-Lag5o-b09LiELGi9ZF-%2FScreenshot%202019-03-23%2015.50.16.png?alt=media\&token=7d04f1eb-6370-4ff4-96ba-b56d16631608) * **Save Meeting** * Go to bottom of page and **Edit the Registration Options** * Select the following Registration options and then **Save All** ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag7Od6GfswlL-kTIsz%2F-Lag9JvCq96B4LC-MF3F%2FScreenshot%202019-03-23%2015.53.48.png?alt=media\&token=2f21d734-cf0c-4fab-9830-481346c2e5b8) * Go to **Email Settings** and **Edit the Email Contact** ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag7Od6GfswlL-kTIsz%2F-LagE2XLnSfbocF8RqCY%2FScreenshot%202019-03-23%2016.07.42.png?alt=media\&token=15465abf-2239-4d26-8860-b23c1c922fec) ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag7Od6GfswlL-kTIsz%2F-LagDxBwTnw4KrcFcavz%2FScreenshot%202019-03-23%2016.26.13.png?alt=media\&token=2a0fa693-a3d8-40e8-92d8-336dcbdd015b) * Select the **Branding** Tab ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag7Od6GfswlL-kTIsz%2F-LagEx3SJ6w51JVs2l45%2FScreenshot%202019-03-23%2016.28.53.png?alt=media\&token=55457e3c-d08d-4ec1-bbf2-10051996ae1e) * **Upload your Square Logo** (Heart of Insight Logo pictured here) ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag7Od6GfswlL-kTIsz%2F-LagEzVfBdqdZ_u_V94x%2FScreenshot%202019-03-23%2016.29.20.png?alt=media\&token=e62d0b43-09cb-4a42-972f-62cdf16b2f90) * **Upload Retreat image** to **Banner** section {% file src="/files/-LaarF4dW3g4yagxXCWD" %} Heart of Insight Zoom Logo (.PSD) {% endfile %} ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-Lag7Od6GfswlL-kTIsz%2F-LagF4yOPIxl2kqbAgwQ%2FScreenshot%202019-03-23%2016.30.13.png?alt=media\&token=ade61ce8-af0e-4a69-9a77-747054b6f978) ## 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. ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-LioLLwVKbUhc6X0H8I_%2F-LioPdbFHg8NU0hfrICo%2FScreenshot%202019-07-02%2016.38.33.png?alt=media\&token=c95dba48-2c78-4e47-869e-e23b96bc25d6) * Click **Continue** and **Test** * Under **7. Action** (Mailchimp) click **Edit Template** ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-LaanBS8PVrt6LS88yIV%2F-LabfnLmNjq4bcjTEzbE%2FScreenshot%202019-03-22%2019.11.06.png?alt=media\&token=b8c6ca7c-cc3a-443e-8c1c-01de8370aac8) * Update the **Audience** to match the Mailchimp audience that you created earlier for this retreat. ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-LioLLwVKbUhc6X0H8I_%2F-LioQnOrvlXQikk5-gXR%2FScreenshot%202019-07-02%2016.44.31.png?alt=media\&token=f53dedf6-78df-4bb0-b6a2-467163d96be1) * 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.** ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-LaanBS8PVrt6LS88yIV%2F-LabgKInaY4Q7jyiopGd%2FScreenshot%202019-03-22%2019.15.16.png?alt=media\&token=63a310e1-09b7-4b46-acbd-b922bc0e95da) * Under **Worksheet** (required) select the new worksheet that was created earlier. ![](https://796489801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LZ50m4vW7eqznnExZLl%2F-LioLLwVKbUhc6X0H8I_%2F-LioUdT2I4ydwJ8C73Z7%2FScreenshot%202019-07-02%2016.55.14.png?alt=media\&token=9dffccd5-e14a-41c8-8012-7daa3db60c40) * 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