Introduction: Guide Overview

👋Welcome to Part II of Warmly’s enablement guide! If you just installed Warmly and set a hyper-basic Nametag in Part I, this in-depth guide aims to further introduce and familiarize you with using Warmly 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 Warmly.

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

  1. Building and managing your Warmly 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 Warmly 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 Warmly in Part I by completing the checklist for using Warmly in Zoom, you can visit that guide here.

  1. Introduction: Guide Overview

    1. Navigating this guide

  2. Building and managing your Warmly Nametag (cont.)

    1. Part I: Edit your profile information on the You tab

    2. Part II: Customize your Nametag design on the Video Canvas tab

    3. Nametag: positions, themes, and styles.

    4. Background: upload images and match co-workers to unify as a team.

    5. Overlays: personalize meetings with messages, shoutouts, logos & more.

  3. Find insights to drive deeper connections with others

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

Building and managing your Warmly Nametag (cont.)

Part I: Edit your profile information on the You tab

In Part I of the Warmly User Enablement guide, you set a hyper-basic Nametag after installing the App. After having made edits to your profile on the “You” tab (located on the bottom of the Warmly taskbar), this section will show how you can configure your Nametag further:

  1. As a reminder, click on the You tab to add & edit profile information that appears on your Nametag. This can be: location, pronouns, name pronunciation, LinkedIn & more to help others get to know you better.

2. And remember, any information on the “You” tab can be shown or hidden as desired by clicking the Eye Icon in the respective profile field.

Part II: Customize your Nametag design on the Video Canvas tab

Having now added a personal touch to your profile, this section will show how you can design your Nametag using the “Video Canvas” tab. It includes three sections: Overlays, Background, and Nametag. Each of which helps you craft your ideal, professional Nametag:

Nametag: positions, themes, and styles.

The furthest right section of the “Video Canvas” tab is the Nametag portion of the editor. Here, you can change the position of your Nametag to hover over your shoulder or right in front of you, and make styling edits to create a professional look to your Nametag:

  1. Click the Nametag section of the “Video Canvas” tab.

  2. To place info over your shoulder, click the Side button under ‘Nametag position’.

  3. Alternatively, click the Bottom button to place info directly in front of you.

*Note: The Bottom option is impermanent & will need to be set each meeting you join.

❓Need to make edits to your Nametag information? Make adjustments to your profile info by clicking the Edit Info Shown button to travel back to your Warmly profile on the “You” tab.

  1. Depending on the type of background you have, you may want to change the color theme of the Nametag. To change this, click Dark or Light.

  2. Or, to alter the text font to match the branding of your organization on your Nametag, select from the Font dropdown menu.

Background: upload images and match co-workers to unify as a team.

The Background section of the “Video Canvas” tab is your company’s brandfolder. Here, admins can upload and share backgrounds for their organization to use. Teammates can also unify on calls by matching backgrounds together on calls in 1-click, or further adjust styling:

  1. Under Match Backgrounds in Zoom call, select a background used by a co-worker(s).
    *Note: to find company-approved backgrounds, use Organization Backgrounds.

❓No Backgrounds to choose from? If your admin has not provided a background to use, upload one by clicking the Upload button to share the image with your organization.

*Note: seek approval from an admin before uploading to ensure professionalism and adhere to brand standards and guidelines.

2.To remove Backgrounds or blur your video, click None or Blur.

Overlays: personalize meetings with messages, shoutouts, logos & more.

The last component of the “Video Canvas” tab is the Overlays section. We’ll show you how you can personalize calls with others by adding messages, images (like agendas), add logos of the people you’re meeting with, or a conversation starter to help break the ice on calls:

  1. Head over to the Overlays section by clicking Overlays.

  2. Add a personalized message to your Nametag by typing in a message.

  3. Or, add the logo of the person you’re meeting with to add personalization.

❓Why are there no logos to add? To add the logo of the person(s) you’re meeting with, ensure you select the current or upcoming meeting by clicking the Meeting dropdown menu.

💡 Pro tip: to remove messages from your Nametag, just delete the text within the Personalized Message field!

3. To upload and or add images to your Nametag, click Upload and select an image.

*Note: you can remove the logo in the previous step by clicking None.

4. Kick off internal calls with fun, light questions by using a Conversation Starter.

a. Add the Conversation Starter to your Nametag by clicking Add to Video or answer the question by clicking Answer and type your response (or add an image).

💡 Pro tip: to remove all personalized messages, logos, images, or Conversation Starters from your Nametag at any point, just toggle the Show Overlays button. Additionally, adjust the size of your overlays by selecting the small, medium, or large box dimensions.

Find insights to drive deeper connections with others

Learn about others you meet with on the Meetings tab

Lastly, the “Meeting” tab on Warmly helps you create deeper relationships with the people you’re meeting. In real time, Warmly 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 Warmly 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: Warmly automatically shows Linkedin, 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 LinkedIn page.

❓Where does Warmly get this information? Warmly adds context to meeting participants from publicly available sources like Linkedin and Twitter. Sometimes this data can be inaccurate if people, for example, have not updated their Linkedin recently. Additionally, meeting participants do not need to be Warmly users for you to see context on them.

💡 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 with Warmly in Zoom! If you or your organization should need any help, please reach out to [email protected].

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