Help

To install the application, go to the AppStore/GooglePlay and download the Roi4Presenter App. Next, open the app and allow notifications.

Click the “Sign Up” button. Enter your first name, last name, email, password, and agree to the rules.

Click the “Register” button. Select the type of registration: individual or company.

If you are registering with a company, enter its name.

Click “Register” and enter the verification code that will be sent to your email.

Click “Login” and enter your credentials. To log into the web version, use the same email and password you used to register in the mobile application.

Now you can enjoy all the features of Roi4Presenter:

✔  Creating, viewing and showing presentations

✔  Creating web links for listeners

✔  Getting real-time notifications to “catch” listeners who open your presentation

✔  Viewing engagement reports

✔  Adding your colleagues to the service

Note, that creating presentations is available only in web version. Creating links for listeners is available both in the mobile application and in the web version.

To start working with the service, sign in to the web version: https://cms.roi4presenter.com/auth/sign-in

To create a new presentation, click the “New Presentation” button. 

Enter a title and select a presentation language. There are different options on how to upload a presentation. 

If you have a ready presentation document on your device, upload it directly to the service. 

Supported formats are ppt, pptx, pdf. Size limit is up to 500 MB

If the document is on your Google Disk, connect account of ROI4Presenter through button “Upload from Disk” and Select the one you need.

 You can also create a presentation from videoInsert a link to your YouTube video in the eponymous field, or upload a video in MP4 format. The scale from 0 to 10 corresponds to the parser’s sensitivity to frame changes:

  • To embed the entire video – select Off
  • Set the parser sensitivity to 0 to split the video into picture slides
  • Setting the parser sensitivity to 5 will best split the video into static slides and video slides. However, this process may take several hours if the source video is large. 

After uploading the presentation using one of these methods, click the “Save” button.

After loading the presentation, you are redirected to the page for editing it. The edit page contains two tabs, “General” and “Presentation”

“General” tab: general information about the presentation and access settings

Here you can:

  • Edit the name and language of the presentation
  • Upload a presentation logo (supported formats: png, jpg, max size 3 MB)
  • Assign a presentation topic from the available list
  • Change the presentation access settings
 
 
 

Privacy settings

If you are registered as a user within a company, you can use various presentation access settings.

  • Types of access

The presentation can be private or available to other companies. If the presentation is private, no one but you can view or use it. If you want to share the presentation with another company(s), select “Available to other companies”.

You can provide access to the presentation for all companies by checking the “Publicly available” checkbox, or you can select one or more companies from the list that appears below and grant them access.

When granting access to the presentation to either all companies or some companies, you also need to specify whether the option to create web links for listeners and the option to copy the presentation is available for them.

  • Access to the presentation within your company

You can check the “Only for me” checkbox if you want to be the only one with access to the presentation within your company

You can also provide access to the presentation to all or some of the employees in your company. In this case, the selected employees will also be able to see the presentation and work with it

 

“Presentation” tab: working with slides, scripts, voiceover, setting up FAQ

This tab displays a slide feed on the left. Here you rearrange slides, copy and paste them, and add a URL slide and video slide.

URL slide and Video slide

To add a web page as a slide in your presentation, scroll slides feed to the bottom and click the “+ Step URL” button.

Paste the link you want to into the URL field on the special slide that appears after clicking the button. While a web page will not be visible for you in the editor, your audience will see this web page as a presentation slide in an iframe and will be able to interact with the page as usual web page (scroll, follow links, etc.)

To add a video as a slide in your presentation, again go to the bottom of the slides feed and click the “Upload Video” button.

In the window that appears, select a preferred video from your local drive. Supported format: mp4.

The listener will be able to watch the video as part of the presentation.

Editing the content of a selected slide

Select a slide from the Slide Feed. On the right side of the screen, you will see this slide and its settings.

You can write a script for the slide, record narration for it, create a pitch from the presentation and add the FAQ for a slide.

Text scripts

A script is an informational text for the presenter. It serves to educate new sales managers when they initially view the presentation and it is also used as a prompt for the presenter who is showing the presentation to the listener/listeners

You can write two versions of the script for each slide: short and long

The version of the script that will be displayed depends on the selected presentation length

To add the short script to the slide you must select the desired slide and paste the required text in the “Script Text” field below the slide

To add the long script to the slide select the desired slide, switch to long script and paste the required text in the “Script Text” field below the slide

Adding a voiceover

A voiceover is an audio track for a listener, which can be used in offline presentations and individual presentations viewing. An audio presentation will play at the selected speed automatically.

You can record or narrate audio tracks to your presentation. To add a short voiceover to a slide select a slide and click the “Record” button under the slide. Grant access to the microphone and record your audio. Recording can be paused and continued later.

Click the “Stop” button to end the recording. The recording can now be listened to and you can delete it and record again if you want.

To upload an audio, You can also upload audio in mp3 format to use in your presentation

It is possible to download audio recordings from the presentation

To add a long voiceover to a slide select the desired slide, switch to the long script at the bottom of the slide and click the “Record” button below the slide and record the audio.

Making a presentation’s pitch

A pitch is one of the available presentation speeds. The pitch version of a presentation playbacks selected slides in the specified order and with a short voiceover.

To create a pitch from a presentation select the desired slide and check the “Pitch” checkbox at the top of the screen. The number next to the checkbox will show the total number of slides marked as the pitch. Select an order for each slide in the pitch.

If you want to remove pitch’s mode from your presentation, uncheck slides from in order from a last to a first.

FAQ slides

Each slide in a presentation can be used to answer a single question.

When viewing an offline presentation, both a listener and a presenter can switch to FAQ mode to view a list of questions that are answered on a particular slides in that presentation.

Clicking on a question will open a slide with an answer to this question, and a short answer to this question will be sent in chat to a listener.

To fill the FAQ for a presentation, select the desired slide.

In the field “The question that the slide answers” write the relevant question.

In the “Quick reply for chat” field, write the answer to this question.

You and other employees of your company have an option for personal viewing of the presentations in the Presentation Library

This feature is useful for training new sellers or learning new information

To view a presentation:

  1. Sign in to the mobile app
  2. Go to Presentation Library
  3. Select and click on the desired presentation (you can use the search field or filters)
  4. Click the “Personal Viewing” button

You will be taken to the personal preview player for the presenter

 

 

In this player you can

  • View the slides
  • Listen to both versions of slides at the different speeds
  • Read the scripts for the different speeds
  • View the FAQ slides for the presentation
 

 

Creating an active link to a presentation

To show a presentation to listeners, you need to create an active link to the presentation

Creating an active link to the presentations is available both through the mobile application and through the Web browser

Creating an active link on the Web

 

  1. Sign in to the web version of ROI4Presenter: https://cms.roi4presenter.com/auth/sign-in and go to the “Presentations” tab
  2. Select the desired presentation (your company’s presentation or a presentation from another company to which you have access). You can use the search field and filters to search
  3. Click on the link icon next to the title of the presentation


 

 

In the window that opens, you will see the available settings for the active link

  • Name
  • Administrator (an employee from your company who will receive push notifications from the presentation and will be able to show this presentation as a presenter)
  • Presentation Type

Online (presentation type) – This is an active presentation initiated by the presenter. The presenter controls the online presentation themself, and listeners can only watch the slides that are shown while listening to the presenter

An online presentation can be individual (one presenter : one listener) and group (one presenter : many listeners)

Offline (presentation type) – This is an active presentation initiated by the listener.

The listener himself controls the offline presentatio

Also, the presenter who is the administrator of the offline presentation can connect to the presentation and take control from the listener to manage the presentation. An offline presentation is by definition individual, that is, it has 1 presenter and 1 listener. The end of an offline presentation is also initiated by the listene

  • Setting up push notifications (Set the checkbox if you don’t want to receive push notifications when listeners follow the link to the presentation)
  • Allow clients to share slides (If set to “Yes”, then listeners will be able to share slides on social networks)
  • Allow clients to ask questions (If set to “Yes”, then listeners can chat with the presenter)
  • Password to login (If set to “Yes”, then a password is automatically generated that will be requested from the audience when they try to enter the presentation)
  • Allow listeners to change level of detail (If set to “Yes”, then the listener can change the offline presentation details)
  • Level of detail (Select the default presentation length for this presentation)
  • Request data from clients before entering the presentation (To enable the lead form, select the “Yes” option and check the fields that will be displayed for  listeners in the lead form. You can also create custom fields to collect listener information)
  • Allow listeners to invite the presenter? (Choose “Yes” so that the listener in the offline presentation has the opportunity to call the presenter using a push notification)
  • Allow clients to view by link (Unselect the checkbox to block access to the presentation for anyone who follows the link)
  • Use voice message for listener (Record different audio messages for the offline presentation listener that they will hear: when connecting to the presentation, when the presenter is called, when the presenter is connected to the presentation)

You can also use the default settings. Click the “Next” button to generate the link. You can copy the generated link, save the QR code, or follow the generated link

 


In the web version, you can find this link on the “Active Presentations” tab

On the “Active Presentations” tab, you can share this link on social networks or via email, as well as get an HTML code for inserting this presentation into an iframe on your resource

 


 

In the mobile app, the generated link is saved on the “Active Presentations” screen

 

 

 

Creating an active link in a mobile application

To create a link to a presentation through the mobile app

  1. Login to the mobile app
  2. Go to Presentation Library
  3. Select the desired presentation (your company’s presentation or a presentation from another company to which you have access). You can use the search field and filters to search
  4. Click on the “Get a link for a client” button
  5. Follow the link generation steps (the steps are the same as those in the web version)

The generated link will be reflected in the mobile application on the “Active Presentations” screen and in the web version in the “Active Presentations” tab

 

You and your colleagues can make online and offline presentations to listeners as presenters

To make presentations to an audience, you need to download and install the mobile application. The mobile application serves as a presentation control panel

Showing an online presentation

Listeners cannot watch the online presentation on their own

The presenter always initiates the start of an online presentation

To make an online presentation:

  1. Generate a link to an online presentation through the mobile application or web version
  2. Share the link to the presentation with the audience
  3. In the mobile app, find the desired active presentation
  4. Click “Start Presentation”
 

You will be taken to the online presentation player for the presenter

 

On the player you will see:

  1. Presentation logo
  2. “Share link” button
  3. Presentation title
  4. “End Presentation” button
  5. Open presentation slide
  6. Counter displaying listener’s emotional reactions to the slide
  7. Number of listeners connected to the presentation at the moment
  8. Microphone on/off button
  9. Camera on/off button
  10. Button for minimizing/maximizing the camera window
  11. Button to sync slides with listeners
  12. Chat button
  13. Button to open the script
  14. Slide Tape
 

 

Link sharing

Click the “Share link” button and select the method and recipients with whom you want to share the link to the presentation. This enables  you to invite additional listeners to an online presentation if the presentation has already started

 

Working with slides in an online presentation

At the top of the screen, you see an open presentation slide

Under it, a slide counter is displayed in this format: open slide number/total number of slides

Listeners in the web player only see the open slide with the slide counter and do not see other elements that are visible in the presenter’s player

At the bottom, the presentation slide bar is displayed

The feed can be scrolled left and right to preview slides without having to open each slide

To open a desired slide, select it on the slide feed or flip through the slides in the open slide window by swiping right or left

If you want to open a slide but don’t want your audience to see it, disable sync. Listeners will see the last open slide until you turn sync back on

 

Emotional reactions

Listeners can give emotional reactions to the slide being viewed:

  • Like
  • Unclear
  • Dislike

The presenter can view the number of reactions per slide on the reaction counter under the open slide

 

Microphone and camera

You can turn the microphone and camera on or off to control the listeners’ ability to see and hear you

The camera window can be minimized or maximized to save screen space. This does not turn off the camera

In a group online presentation, only the presenter can turn on the microphone and camera, while in an individual online presentation, the listener can also use the camera and microphone

 

Chat

To open a chat with listeners, click on the “Open Chat” button

In a group online presentation, you will see a list of listeners and be able to open a chat with a specific listener

The chat between presenter and listener is private. The listener sees only their own chat with the presenter, though the presenter sees all chats with all listeners

In an individual online presentation, clicking on the “Open Chat” button, opens a chat with the listener immediately

 

Script

Clicking the “Read Script” button opens the text prompt for the presenter for the open slide

 

Completing an online presentation

To complete the online presentation, the presenter needs to click the “Complete Presentation” button in the upper right corner of the screen and confirm the end of the presentation

After the presentation is completed, the presenter is offered the following options:

  1. Save the recording as an offline presentation (this online presentation will be saved as an offline presentation and listeners will be able to view it via the same link)
  2. Make the presentation available to everyone who has the link (If checked “No”, the link will be saved, but access to the presentation will be prohibited)
 
 

 

Showing an offline presentation

Listeners can watch an offline presentation on their own

The start of an offline presentation is always initiated by the listener

In order for the listener to start viewing the offline presentation:

  1. Generate a link to an offline presentation through the mobile application or web version
  2. Share the link to the presentation with your audience

The listener can start watching the presentation without the presenter’s participation

The presenter can connect to an offline presentation by clicking on the listener entry push notification or by going to the presentation from the listener list or notification list

When switching to an offline presentation, the presenter goes to the presenter’s player for the offline presentation

 

The player contains the following elements:

  1. Presentation logo
  2. Title of the presentation
  3. “Exit” Button
  4. Open presentation slide
  5. Counter of listener’s emotional reactions to slides
  6. Listener name and status
  7. “Take control” checkbox
  8. Slide rewind button
  9. Microphone on/off button
  10. Camera on/off button
  11. Button for minimizing/maximizing the camera window
  12. Presentation autoplay button
  13. Button to synchronize slides with the listener
  14. Chat button
  15. Button to open the script
  16. Presentation detail level selector
  17. Slide Tape

 

There are a number of differences for the presenter between working with an offline presentation and working with an online presentation:

 

The listener’s name and their status

If a lead form was configured for the presentation, then under the open slide, the name of the listener that was entered into the lead form is displayed on the right, if the lead form was not configured, then “Unknown listener” will be displayed

The listener status is displayed next to the name. Green indicator – the listener is connected to the presentation, red – the listener has left the presentation

 

“Take control” checkbox

After a presenter connects to an offline presentation, they hear the voiceover and see the slides that the listener is viewing. In this way, the presenter can monitor the presentation as it is being viewed without taking direct control

To control the presentation, the presenter must check the “Take control” checkbox.

After that, they will be able to:

  • Flip through slides
  • Enable/disable presentation autoplay
  • Talk with the listener
  • Use FAQ slides for presentation
  • Change presentation details

 

Working with slides in an offline presentation

In an offline presentation, the presenter can autoplay the presentation and take control from the listener

To begin autoplay, press the “Start” button; to stop playback, press this button again

During presentation playback, you can rewind the slide you are listening to by pressing the “Back” button

If you want to scroll through the slides manually, stop autoplay and scroll through the slides with swipes to the right and left or select the desired slide from the slide feed

 

Changing presentation details

In an offline presentation, depending on the settings, it is possible to change the presentation’s detail

To change the detail, open the drop-down list at the bottom of the screen and select the desired presentation detail level

When you change the presentation detail, the following elements change:

  • Text scripts
  • Slide voiceovers
  • Number and order of slides (if the pitch option is selected)

 

Completing an offline presentation

The completion of an offline presentation is also initiated by the listener. The presenter can only connect to the presentation that a listener is watching

The presenter can exit the offline presentation player by pressing the “Exit” button in the upper right corner of the screen. After the presenter exits, the listener continues to watch the presentation, and the presenter can reconnect to the offline presentation

 

Report in the mobile app

After completing an online or offline presentation in the mobile application, a report is generated in which the following information is available:

  • Date of viewing
  • Presentation type
  • Title of the presentation
  • Link to the presentation
  • Presenter name
  • Number of listeners
  • Listener data from the lead form
  • Emotional reactions from the audience to the slides
  • Chats between the listeners and the presenter

To view a presentation report, log in to the mobile application and go to the reports screen. Click on the required report

You can delete a report by clicking on the trash can icon

 

 

Email report

After completing an online or offline presentation, a report is also sent to the presenter by email

The PDF file of the report contains the same data as the report in the mobile application, and the body of the letter is supplemented with the following information:

  • Presentation language
  • Presentation detail
  • Presentation owner
  • Presentation duration
  • Presentation access type
  • Whether the presenter was connected to the presentation
  • Length of time the presenter spent in the presentation
 

 

Hubspot

With HubSpot integration you can:

  1. Assign presentations from Roi4Presenter to your Hubspot contacts
  2. Automatically add new contacts to Hubspot who have watched your presentation
  3. Explore a presentation’s viewing history directly from Hubspot

Before using the integration, you must have a Roi4Presenter account and at least one presentation available

 

Installation

Go to the HubSpot Marketplace and find the Roi4Presenter app

Follow the steps to install the app. After successful installation of the application, the Roi4Presenter’s block will appear in the extension feed (which is located in the lower right corner of the contact page)

 

 

Connecting to account

To connect your HubSpot account to your Roi4Presenter account, click the Sign in to Roi4Presenter button.

 

Enter your Roi4Presenter credentials in the login form. If the login is successful, your Hubspot account and Roi4Presenter account will be connecte

You can close the window and see the normal buttons and actions in the Roi4Presenter UI block (you may need to reload the contact page)

 

 

Assigning a presentation

Click the “Get Presentation Link” button. In the modal window, you will see all the presentations that you have access to. If the list of presentations is empty, you must go to the web version of Roi4Presenter at https://cms.roi4presenter.com/auth/sign-in and create at least one presentation

Click the “Generate Link” button next to the presentation you want to assign to a contact. In the presentation settings window, fill in the required parameters and click “NEXT

 


Now the presentation is assigned to the contact

The event “User was assigned a presentation” should appear in the contact’s activity stream (filters for the Roi4Presenter application should be enabled)

Also, the assigned presentation link will be written to the contact property with the name “Presentation Link”

 

Viewing presentations assigned to a contact

To see the full list of presentations you have assigned to a contact, click Actions -> View Assigned Presentations

 


Now, if the contact opens the assigned link, views the presentation, and ends the view, records of those events will be created. They will appear in the Activity feed and in the Presentations History

 

Presentation viewing history

To view a detailed history of all assigned presentations that have been viewed by a contact, click Actions -> See presentations history

 


 

Creating a new Hubspot contact from the Roi4Presenter lead form

A new HubSpot contact can be created when opening a presentation link if that presentation contains a form that collects listener data. This requires the link to be created by a Roi4Presenter user with an account already connected to a Hubspot account

First name, last name, company role and company name will be filled in based on the data from the Roi4Presenter lead form

In this case, the contact’s “Lead Source” property will be set to “Roi4Presenter Lead Form”. If this property does not exist, it will be created

 

Hubspot Workflow for group presentation assignment

  1. Go to the Workflows section

 

2. Create a new Workflow

 


 

It is desirable that the name of the workflow contains an email or username, since each user will have their own

 


 

 

3. Create triggers

 




 

If the title field is empty, it is filled in using  the title of the presentation, if it is not empty, then it comes from the form. In either case, the string “for ( <firstname> <lastname> )” is added to the end of the title

In order not to add the contact’s name to the title, you need to set the parameter “Do not add contact’s name to the title automatically”

5. Open the created action and fill in the presentation field  and other required fields

6. Enable the created workflow so that it can be used

 


 

7. Workflow is ready, you can use it for a single contact or a group of contacts

 


 

The Roi4Presenter Chrome extension allows you to:

  1. Generate and embed links to presentations in Gmail emails
  2. Generate and embed links to presentations in Outlook emails
  3. Generate and embed links to presentations in LinkedIn posts

Installing the Chrome Extension

  1. Go to Google Extension Marketplace and search for the Roi4Presenter extension 
 

 

2. Install the Roi4Presenter extension

 


If everything was done correctly in the previous steps, then you will see the Roi4Presenter icon in the Chrome extensions panel. When you compose a new letter in Gmail, you will see the “Presentation” button

 


 

Inserting a link to a presentation in Gmail

  1. Open Gmail and click “Compose”
  2. Enter the recipient’s name and click the “Presentation” button

 

3. Log in with your Roi4Presenter account details or login using a social network

 


 

4. In the window that opens, select the desired presentation or upload a new one. Near the desired presentation, click the “Insert Link” icon

 

 

5. In the window that opens, configure the link settings and click “Insert”

 

If all the steps were performed correctly, then the following will be inserted into the letter:

  • Title of the presentation
  • Link to the presentation
  • Presentation logo
 

 

Inserting a link to a presentation in Outlook

  1. Go to Outlook web and login
  2. Click “Create Email”
  3. In the window that opens, click the “Roi4Presenter” icon
 

4. In the window that opens, select the desired presentation or upload a new one. Opposite the desired presentation, click the “Insert Link” icon

 

5. In the window that opens, configure the link settings and click “Insert”

 


If all the steps were performed correctly, then the following will be inserted into the letter:

  • Title of the presentation
  • Link to the presentation
  • Presentation logo
 

 

Inserting a link to a presentation in LinkedIn

  1. Log in to LinkedIn
  2. Open a chat with a contact
  3. Click the “Roi4Presenter” icon at the bottom of the chat window

 


4. In the window that opens, select the desired presentation or upload a new one. Opposite the desired presentation, click the “Insert Link” icon

 


 

5. In the window that opens, configure the link settings and click “Insert”

 


 

If all the steps were completed correctly, then a link to the presentation will be inserted in the message field 

 

Do you have any questions?

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