3-Step Process To Redeem An LTD Code Nov 04, 2022 tutorial Available Lifetime Deal PlansLTD Plan ALTD Plan BLTD Plan CLTD Plan DSteps to redeem the code1. Click on the link to go to the LTD plan that you have the coupon for. You should see a screen as follows.2. Please enter a valid email address to proceed to the next step. Once entered, you should be confronted with the verification screen.Note: An email containing a 6-digit code was sent to the email address you had specified in the previous step3. Once the code is validated, you will be sent to the screen last step where you will setup your account.Note: You should see a confirmation message th...
How to add a questionnaire to Pages Oct 31, 2022 tutorial 1. Go to /questionnaires and create a new questionnaire from the left-side menu.2. Once created, start adding the questions. Note: You will need to publish a revision to be displayed in the Pages. 3. Once added, go ahead and publish the revision 4. Go to /pages and click into the page you would like to add the questionnaire to.5. Inside the page, double-click where you would like the questionnaire to appear and select Questionnaire from the dropdown menu. 6. Once added, now we need to link a particular questionnaire to this page. Note: You will see the name of the linked questionnaire a...
How to use the scheduling pages for lead generation Aug 29, 2022 tutorial 1. Enable the notification to receive alerts when a new lead has come in. 2. Go to your scheduling page ( under Meeting Types ) and select whether you would like the customer information to be required before, or after the date/time selection.Note: The user information will be captured instantly, even if the user leaves without scheduling a meeting!3. To see all your leads, please go to /leads page That's it!-- Cogency Team
How to end the integration with Zoom Jun 23, 2022 tutorial By terminating your integration with Zoom you will no longer be able to generate Zoom meetings automatically. Navigate to your integration page https://cogency.io/me/integrations/zoom To end the integration with Zoon, please click on the disconnect button to the right, and then confirm your intention. The integration with Zoom should now be terminated. You should see the connect button again. You are done! -- Cogency Team
How to integrate with Zoom Jun 23, 2022 tutorial Connect Cogency + Zoom to automatically add video conferencing details to your meetings so everyone is prepared and on time. Navigate to your integration page https://cogency.io/me/integrations/zoom Click on connect button to the right and authenticate with Zoom. Note: You will need to have an account with Zoom already. Once the authentication is successful, you should see the following message Note: You will also see the connected status on the page itself You are done! PS: if you need to terminate your connection with Zoom, please see this article https://cogency.io/blog/how...
How to submit a support ticket Jun 03, 2022 tutorial Support Tickets! Click on the Connect with Support button to open the Support Tickets Slide-In. Click on the Create Ticket to start the ticket editor. Once the message is composed and screenshots are uploaded, please submit the ticket! A Cogency support team member will be in touch with you within 24 hrs. You will be immediately notified of any response. Note: All the communication between you and the Cogency support team will be kept private! Additionally, to see the status of the ticket, please visit the Support Tickets Slide-In. -- Regards, Cogency Team
How to embed a scheduling link into your site Jun 02, 2022 tutorial Each Meeting Type can now be embeded into the customer's site! 1. Embed the scheduling link as a Button 2. Embed the scheduling link as a Fixed Bubble 3. Embed the entire scheduling page where your customers can schedule the meeting w/out leaving your site
How to setup a scheduling page May 17, 2022 blog Easy Meeting Scheduling 1. Specify your availability Specify the meeting duration and/ or a buffer timeout to be added in-between meetings. Go to /dashboard, then click on Set your availability 2. Customize the scheduling page Upload a background image, or set a color that best describes your business. Click on Customize Page button at the top right 3. Let your customers pick the date/time for the meeting. Available slots are checked against your existing appointments so you never get double-booked 4. Integrate...
How to schedule an appointment using the Scheduling Url Mar 04, 2022 tutorial Go to the Scheduling Url that you have been given by the person you wish to schedule the appointment with. Click on any gray day and select the time you would like to meet at. Once you confirmed the day and time of the appointment, it is time to enter your personal information Then click Schedule Meeting You should receive an email about the meeting containing the meeting link and password. -- Regards, Cogency Team
How to add the scheduling availability Mar 04, 2022 tutorial Go to /confs and you should see your monthly meetings' calendar and click on the Set Your Availability link at the top You should see a modal open right into the Scheduling tab. There you can create your unique scheduling url and the meeting duration. Scheduling Url is the public link that you can give out to anyone who wishes to schedule an appointment with you. Meeting Duration is the meeting length that you can specify to be applied when a meeting is scheduled via the Scheduling Url Once the Scheduling Url and the Meeting Duration have been set, we can now define our wee...
How to add a tag to a card in Boards Feb 09, 2022 tutorial Note: Tags can be added/ updated/ removed from the /tags page Go to /boards, open any card and click on the tags icon at the top. Once clicked, a modal window will open where you can add/ create any tag. To remove a tag, simply click on the tag and select the Remove Tag option. Note: You cannot edit a tag from this view. You will need to go to the /tags page to accomplish that The tags will also be visible in the list view of the cards -- Regards, Cogency Team
How to add users when on the Lifetime Plan Feb 01, 2022 tutorial Adding users to the Lifetime Plan Note: If you are on the Lifetime Plan, then you are set to fixed number of users that you purchased. Those users will always be free! During the process you will be switched over to the Pro Plan, while keeping your Lifetime Plan users. Go to /plans and you should see your current plan you are on ( Lifetime Plan ). Please note that to the right is the Update Users button. Click it. Enter the number of additional users you would like to be added to the new subscription. Then click Update Subscription Now you will be redirected to Stripe to c...
How to setup a custom domain Jan 27, 2022 tutorial Set up your own domain in two basic steps Tell your domain to show the pages hosted by Cogency (in your DNS provider). Add your domain to your Cogency account (in your Cogency account). What you will need A domain (if you don’t have one, you can easily purchase one) Administrative access to your domain’s DNS Administrative access to Cogency account Step 1: At your DNS provider: Tell your domain to show the pages hosted by Cogency. You'll need to create a CNAME record with your DNS provider or wherever your domain is managed to point to your account url projects CNAME <accoun...
How to transfer boards from Trello Jan 15, 2022 tutorial Imorting Trello boards If you have been using Trello for your task management but would like to import all your boards into Cogency and pickup where you left off, then this tutorials is just for you! Go to /settings/integrations and you should see a section for Trello Integration Click the Enable Trello button and you will be asked to authorize Cogency to access your Trello account Once the access is given you should be redirected back to the integrations page where you can start importing the Trello boards Next you will need to choose which board you are importing f...
How to make a column hidden in public view Jan 05, 2022 tutorial Column hiding Ever wanted to hide certain columns while making a Board public? Here is how =) Go to any board and set it to public Now let's check to see that the board is indeed public. Copy/ paste its public link into a different browser window and load the page. You should see the same board. ( If you do not see the board or see the this board is private message, then something went wrong and you can submit a support ticket ) Now let's set the columns that we want hidden from the public view Please note that you should see a crossed out eye icon appear at the upper r...
How to create a chat channel Dec 16, 2021 tutorial Chat gets its own page! Up until now chat has been exclusively used inside video conferences! It was designed to be a companion allow the conference participants to share messages and files with one another. However, we have received numerous requests from users to have a standalone chat, not associated with any video conferences. We listened, worked hard, and now presenting the Chat Channels page. Click on Create Channel to create a new channel, then type the name of the channel That's it, channel will be created and you can start chatting! Channels, by default are always pri...
How to minimize a column in Boards! Dec 13, 2021 tutorial Column minimization in Boards! Sometimes task management ( aka Boards ) can get out of hand, with many columns spanning all across the canvas. That can make the overview of entire project quite difficult. That is where column minimization comes in handy! Minimize a column Maximize a column -- Regards, Cogency Team
How to set Column Triggers!!! Dec 12, 2021 tutorial Automation of repetitive actions! Automation workflow is a process by which certain predefined actions ( aka Triggers ) are applied to specific elements ( aka Cards ) when specific conditions are met. For instance, below is a sketch of one of those workflows. 1. Create a trigger Go to the column where a specific action ( archiving a card, assigning a card to user, etc... ) needs to run Click on + Add Trigger button and define the condition and the action to be applied to any card dropped on that column It basically reads: "When a card is Added to Column [ done ], Then run...
Be more productive with Sketch inside Boards! Dec 08, 2021 tutorial Achieve productivity with minimal effort! A picture is worth a thousand words! It means that instead of spending hours writing a long paragraph explaining the issue you can just add a sketch to explain everything easily! See the video below :) -- Regards, Cogency Team
How to link to a Board's issue in chat Dec 05, 2021 tutorial Hot linking to boards issues in Chat Start a video conference and while discussing an issue ( aka card ) with other participants, simply put a hash in front of the card id just like this #45. That syntax will automatically be hot-linked to the actual issue in Boards. When clicked the actual issue ( aka card ) will be opened in a new tab -- Regards, Cogency Team
How to move a card to the top of the column Dec 03, 2021 tutorial Card cloning! Go to /boards and click on ... to the top right of the card you would like to move to the top Select the Move To Top option -- Regards, Cogency Team
How to clone a card in boards Dec 01, 2021 tutorial Card cloning! Go to /boards and click on a card that you would like to clone, then click on the Clone button. Once clicked, the card will be cloned and the new card will be opened. Note: You can clone the same card as many times as desired! The card title will have the word Clone appended each time you clone a card. -- Regards, Cogency Team
How to add an image to sketch Dec 01, 2021 tutorial Adding a new image to a sketch is now super simple! Go to the sketch you would like to add an image to. Click on the Image icon and upload the image The image will be automatically added to the sketch Now just resize and position it where you need to. You can even copy/paste it as a second image :) -- Regards, Cogency Team
How to create a new sketch inside Boards Nov 17, 2021 tutorial Adding a new sketch to a card is now super simple! Open a card and click on Add Sketch button to launch the sketch selector Click on the Create Sketch button and enter the sketch title Save the new sketch. ( The new sketch is automatically added to the card ) Start sketching! -- Regards, Cogency Team
How to share your sketch publicly Oct 26, 2021 tutorial By default, all sketches are set to private mode. However, if there is ever a need to make the sketch public and share it with anyone.. here is how it is done! Set the sketch to public Copy the public web address Share the link with anyone outside of your company. Please note that the sketch will be displayed in VIEW-ONLY mode. That means the public users will only observe the real-time interactions between other collaborators. If you ever change your mind and need to make the sketch private again, just change the mode. -- Regards, Cogency Team
How to share your board publicly Oct 26, 2021 tutorial By default, all boards are set to private mode. However, if there is ever a need to make the board public and share it with anyone.. here is how it is done! Set the board to public Copy the public web address Share the link with anyone outside of your company ( no login needed ) If you ever change your mind and need to make the board private again, just change the mode. -- Regards, Cogency Team
Add External Attendee to a conference Sep 24, 2021 tutorial Sometimes there is a need to bring in an external attendee such as a contractor who is not a direct member of the company ( or a group/team ). An external attendee is someone who can ONLY join the conference he/she is invited to, and CANNOT sign in into the portal. Open the video conference editing window and click on the Add External Attendee link. Specify the Name and Email of the external attendee. Click Add to add the attendee to the attendee list That's it... easy peasy ! Cogency Team =)
Load any sketch/board into a video conference!! Sep 13, 2021 release Today we are very happy to announce that we have added a much-requested feature Sketch/Board Switching to our video conference module. Open a video conference and go to the sketch tab Once clicked the Load Different Sketch link you will be able to select an existing sketch Click on the desired sketch and start using it! PS: The same flow is also available for Boards! Happy times :)
Users Page Re-Designed! Aug 22, 2021 blog Today we are very happy to announce that we have re-designed our /users page. A few characteristics that are noteworthy Search easily any user by typing into the search in the right upper corner. Create a new user by clicking on the Create User button right next to the search. Video call any user by simply clicking on the Video Call at the bottom of each profile. View/Edit user profile by clicking on the profile ( as shown below ) PS: Enable/Disable the newly added notifications that are fully connected to our new Boards module That's it. Hope you are having a great day!
Chat Module gets file upload! Jul 03, 2021 release Happy to announce that files are fully supported in our chat module now! Additionally, any internet addresses will now be automatically converted to anchor tags.
New Chat Module released! Jun 28, 2021 release Today we are very happy to announce that we have just released the long-anticipated chat module. A few characteristics that are noteworthy Every video conference is now equipped with the chat module by default. Participants can share images along side the chat messages Messages are kept in history forever for back reference
The importance of integrating with other services Jun 22, 2021 blog I think everyone at this point knows Slack. It is a messaging app for businesses. Recently sold for $28 billion to Salesforce. So why is it so successful? Well I had seen someone suggest it was word-of-mouth, or that they listened to their customers and not some big marketing budget... Although I did see on Yahoo Finance they quoted SEC filing that showed Slack spent 50% of its revenue on Sales & Marketing. So we are talking millions. Now why does this matter to you. There are a number of benefits but the main two are: Time, you don’t have to build out another feature or reinvent some...
How to import channels & users from Slack Jun 17, 2021 tutorial Go to the /settings/integrations Click on Enable Slack button to allow Cogency to access your channels & users in Slack You will be taken to the Slack authorization page where you will need to click Allow button to allow Cogency to access your Slack channels and users Once you are redirected back you should see the import controls as shown below You can import only the users or both, channels and users together. Please note that the Slack channels will become Teams and the Slack channel members will be added as Cogency team members
Release 1.0.5 Jun 17, 2021 release Features & bug fixes included: New Signup Process. The signup process has been simplified to require only two fields ( email & account url ). All the other fields such as name, company/team/group name, and other fields can be set later on under the /settings section Integrations Tab. We have made it very easy to import your users and channels from Slack with one click. 1. Slack users -> Internal users 2. Slack channels -> Teams Minor improvements & bug fixes Minimum number of users for the Pro Plan has been reduced to two (2) now. Added 3rd party signup ( Google...
How to add an external participant to a meeting Jun 06, 2021 tutorial Click on the + button to add a participant to the meeting You should see the participant panel slide in from the right Click on the Add Manually link as shown in the image above Provide the participant's name and email address. Please make sure the email address is correct as the meeting invitation will be sent to that email address. Click on the Add button to add the participant to the meeting ( you will still need to save the meeting! ) Now you should see the newly added participant in the attendee list Save the meeting by either clicking on the Create Meeting or if already sa...
How to create a team Jun 06, 2021 tutorial Click on the Add Team button on the dashboard upper right corner You should see the team editor shown below Add the team members as demonstrated below Click on the Create Team button That's it!
How to create a meeting Jun 06, 2021 tutorial Click on New Meeting button You should see the meeting editor shown below Click on Create Meeting button That's it!
How to keep track of online users with WebSockets Jun 03, 2021 blog One of the major necessities with today's technologies is how to efficiently keep track of the online users. Many application features could be turned on/off depending on whether the user is online or offline. Traditionally, the approach to solve this problem has been to implement some type of pinging mechanism on the client-side where the browser sends pings to the server ( in our case a WebSocket server ) when the user comes online. The browser will keep on sending pings in regular intervals to let the server know that the user is still online. Once the user logs off the server is notifi...
How to delete the account Jun 02, 2021 tutorial Go to /settings/company Scroll down until you see the Delete Your Account button Once submitted, the data will be permanently deleted!
Release 1.0.4 May 30, 2021 release Features & bug fixes included: New FAQ section. This feature has been long awaited and will cover the following categories 1. Regular Questions & Answers 2. Release notes of every bi-weekly release 3. Tutorials and Wizards to help better navigate the application 4. Blog posts New Websocket Server. The new websocket server will ensure a stable and prompt delivery of messages, notifications, and instant video requests. Minor bug fixes
Video Desktop App Gets A Face-Lift! Mar 30, 2021 blog The Video Desktop App has been updated to reflect even more custom web settings! Step 1: Workplace Step 2: Signin Step 3: Dashboard
Cogency Video Desktop App v1.0.1 released! Feb 11, 2021 blog If you manage a team, then you know how important it is to have the right tools to do just that. At the same time the benefits of using those tools must always outweigh the disadvantages. Some key aspects to look for are: Affordability ( its price should not be a detriment to the company ) Ease-of-use ( must be intuitive to use without the need for extra training ) Quality ( must operate reliably without breaking down ) With this in mind, Cogency is proud to release the next version of its Video Desktop App! Here are a few highlights. Step 1: Specify the Account URL ...