Top Tips to get the best from a virtual event

26th - 30th April, Virtually

This event has moved to a virtual environment, following the huge success of our 2020 virtual conferences. Once your place is booked, you will be invited by email to select the sessions of most value to you. You can join from your desk with the same high-profile speakers, workshops and showcases as before. 

We will email you links to the sessions you have selected and a session invitation to add to your calendar. 

  • Check you receive our email with the session links 
  • Test that you can access these links beforehand, if you are new to our conferences, as some companies have restrictions. 
  • If you haven’t booked any sessions, look out for a daily email with key session links, check your junk email folder if necessary. 

If possible, when joining sessions, turn off other phones/devices and set up in a space where you won't be disturbed. You can concentrate on your learning if you are not worried about being interrupted. All sessions will be recorded, so if you can’t attend the live event, or want to review the material again, you can watch the recording on-demand.

We use ZOOM for interactive sessions, like workshops and technology showcases

  • If you cannot access this through your work computer, you can download the app to a personal device and join without disclosing your personal information.
  • Choose the gallery view setting so you can see all the participants. This is at the top right of the screen on the desktop version. For mobile devices you swipe left. 
  • When you join, show your name and organisation. This helps everyone on the session feel more connected to see who they are talking to. To change your name, use the three dots at the top right of your own video square in the Zoom gallery view on the desktop. Or chat the Forum team and we can do it for you. 
  • On the desktop version, the controls are usually at the bottom of the screen. Note that you can use phone audio if your internet connection is not stable. Ask us on chat if you don’t know how to use this. 
  • In small group discussion, we ask you to unmute, and also to share your webcam if you are comfortable and able to do this. This creates an environment for better sharing and discussion. 
  • In the large group, please mute. You can use the Chat function to ask questions or add comments if you find something of particular interest. This kind of comment encourages others. 

For keynotes we usually stream live on a dedicated web page 

  • The live broadcast automatically appears at the start of the session. 
  • Login to the chat function, which you can use to see comments/information. Remember to include your name and organisation if possible, as this helps others.
  • You can use this to ask questions and make your own comments as the speaker is talking or during the Q&A time. 
  • The recording will be available on this page after the session, as well as on our video links page. 
  • Showcase sessions are free if you wish to invite colleagues, either live or after the event. 
  • If you have issues viewing the video refreshing the page usually fixes this


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As an independent association established since 2000, we offer a trusted space for professionals in contact centre, field service, back office or retail operation. Benchmark against the best in class and learn from innovators and pioneers.

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Customer Strategy & Planning 2021
26th - 30th April, Virtually
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67 Europa Business Park,
Birdhall Lane,
Stockport, SK3 0XA

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