Create Meeting Request Application

A Meeting Request can be used to allow participants to schedule meetings during your event. You can determine the form fields that you’d like completed and send a notification of the Meeting Request to the appropriate person. 

  • Log in to Banzai Virtual as Company Admin.
  • Hover over Event Admin icon (stack of papers) and select Applications.
  • Click Add New+ in the upper right corner.
  • Name your Application, then select Meeting Request in the Type dropdown.

There are 3 tabs to go through to manage settings and content for a Meeting Request.

  1. Basics
  • Attach the Meeting Request Application to the proper Event(s) by clicking the check boxes on the far left side of the Events table. Note: You must create the Event you need this application for first so that it shows up in this table as an option.
  • At the bottom of the Basics tab you can customize your Meeting Request form by using HTML or Dynamic Tags.
  • You must use the Dynamic Tag called Dynamic Form so the form fields you will define in a later tab show up on your Meeting Request form.
  1. Email and Notifications

Select one of the options for email communication sent to participants under the dropdown menu Emails and Notifications Type. 

  • Do nothing - No emails will be sent to participants.
  • Send a one time email - Choose the template you’d like to use from the E-Mail Template drop-down menu.
  • Use Event Kit.

Mark Send Notification Emails if you’d like to get a notification for each new participant.

  1. Form Fields
  • Delete or edit form fields as needed.
  • Click Add New Field+ in the bottom right corner to add additional fields.