Introduction: Guide Overview

👋Welcome to Part II of Nametags enablement guide! If you just installed Nametags and set a hyper-basic Nametag in Part I, this in-depth guide aims to further introduce and familiarize you with using Nametags at your organization. In each step, we’ll show you how to customize your existing virtual Nametag to establish credibility and professionalism on calls, as well as how to more effectively connect and network with others using Nametags.

Here’s a quick video overview of what this guide covers:

1. Building and managing your Nametag (cont.)

2. Learning more information about others you meet with to drive connections

If you’d prefer to watch a brief 3-min tutorial video, you can do so here.

Navigating this guide

Before you begin your Nametags journey, feel free to navigate back to any of the below sections as needed. If you should ever need further help, please reach out to [email protected] with questions. Additionally, if you have not installed Nametags in Part I by completing the checklist for using Nametags in Zoom, you can visit that guide here.

1. Introduction: Guide Overview

   1. Navigating this guide

2. Building and managing your Nametag (cont.)

3. Find insights to drive deeper connections with others

   1. Learn about others you meet with on the Meetings tab

Building and managing your Nametag (cont.)

Find insights to drive deeper connections with others

Learn about others you meet with on the Meetings tab

Lastly, the “Meeting” tab on Nametags helps you create deeper relationships with the people you’re meeting. In real time, Nametags provides instant insights and context on everyone you meet. Find refreshing ways to build connections with people you meet, instantly:

1. Start by clicking on the Meetings tab.

*Note: because Nametags connects to your calendar, all current & upcoming meetings this week will be shown.

2. Click into any meeting to see context on the meeting and all participants.

3. Then, click on any meeting participant or See Details to learn more about them.

*Note: Nametags automatically shows current job title, company description & more.

4. From the details page you'll be able to learn more about the company they work at and click to see their latest company news, org chart, and more.

💡 Pro tip: notice someone is a VR Enthusiast, too? Create a Note so you can connect with them next time you meet! Notes are automatically saved and are only visible to you.

You’re now set up for success!

Congratulations on creating a personal and professional Nametag in Zoom! If you or your organization should need any help, please reach out to [email protected].