Overview

Welcome to LecturePanda! On this page, you will find step-by-step instructions that will help you use LecturePanda to create and facilitate the best lecture experience.

To quickly get started with LecturePanda, as the administrator you should:

  1. Create your first "Lecture."
  2. Setup your Lecture:
    1. Optionally, setup your registration security.
    2. Choose from the payment options.
    3. Select the "Registration Types" that will be attending the lecture.
    4. Add your speaker(s).
    5. Add any credit(s) to be offered.
    6. Add post-lecture quizzes and/or surveys.
    7. Upload a Flyer and Learing Materials.
  3. Publish the Lecture so your particiapnts can easily register.

Lectures

About Lectures

Your first step to setting up an event (or "lecture" as LecturePanda calls it) will be to create a lecture. Once created, most of the tools at your disposal will be found within the lecture dashboard (seen below). The menu seen along the left side will take you through the set up process one step at a time. If you ever need help on any of these tools, you can click the green "Show Tutorial" button or follow the detailed instructions found on this page.


Lecture Dashboard

Creating a Lecture
Follow the steps below to create a lecture.

  1. Sign into your account.
  2. Click "Lectures" in the upper left-hand corner of the page.
  3. Click on the "Create Lecture" button on the bottom left.
  4. Fill in the prompts with your lecture details.
  5. Click the "CREATE LECTURE" button.
  6. The lecture is now created.

Lecture Details
Detailed descriptions of all lecture settings.

Detail Name Description
Lecture Title The title of the lecture. This is used in many places to identify the lecture (i.e. confirmation emails, registration forms, etc...)
Lecture Start Time The start time of the lecture.
Lecture End Time The time that the lecture ends.
Location Optional. The location where the lecture will be held. Reminder emails will contain a link that takes you to a Google map of this location.
Conference Number Optional. The conference phone number that participants can call to listen in on the lecture. If present, this is automatically included in reminder emails.

Registration

About Registration
All about the registration features of LecturePanda

LecturePanda will allow your participants to register by automatically providing URL links and QR codes in announcement emails. If needed, the URL link and QR code can also be shared manually with participants.

By clicking the URL link or scanning the QR code provided, participants will be taken to the registration page for the lecture. After filling out a simple form, an email is automatically sent to them with further instructions on completing the credit requirements and on the audience response system (if enabled).

The above process can be customized according to any Registration Security that you enable for the lecture.

Registration Form
How to begin registration.

In order for participants to register for your lecture, they will need to have access to the registration page. This page is automatically shared with them in announcement emails, which include both a URL link and a QR barcode (which participants can scan with their mobile devices).

You can also manually obtain the link for the registration page from the lecture dashboard:

  1. Sign into your account
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Select the lecture you would like to begin registration for.
  4. Select the "Lecture Tools" section on the left.
  5. Click on the copy URL button next to "Registration Page".
  6. Paste the URL link wherever you need it.

To manually obtain the QR code to register for the lecture:

  1. Sign into your account
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Select the lecture you would like obtain the QR code for.
  4. Select the "Lecture Tools" section on the left.
  5. Select "Mobile Registration (QR Code)."
  6. Print (by clicking the “Printable version” button), or copy (by right clicking on the QR code and selecting “Copy Image”) the QR code according to your needs

Registration Security
Settings for restricting registrations

You can restrict registration for a lecture to a certain time frame, to only allow certain email addresses to register, or to only allow participants with a special code to register, using the settings described below:

Setting Name Description
Registration Time Limits

Enabling this option will create a time range that prevents registration either too far ahead or too many minutes after the lecture is scheduled to begin.

Outside of this time range, participants will be able to view the registration page but will not be able to register. If they attempt to register, they will receive an error message indicating that the registration period has not begun or is completed.

Registration Opens On Only shown when "Registration Time Limits" is enabled. A date and time when registrations will begin to be allowed.
Close Registration On Only shown when "Registration Time Limits" is enabled. A date and time when registrations will no longer be allowed.
Restrict To List of Emails With this option enabled, only participants who have an email in the selected distribution list will be allowed to register.
Email List Only available when "Restrict to List of Emails" is selected. Only participants registering with emails on the list will be allowed to register.
Require Code to Register

With this option enabled, each participant will be asked to enter a unique code in order to register. Each code may only be used once. As such, the administrator needs to provide a code to each participant individually.

You can generate and print unique codes for this setting by going to the “Registration Security” section. Simply enter the number of codes you need in the field that pops up when this security setting is enabled. Hit enter or the save button. There are two options: 1) you can view the codes in a list (allows you to format however you like), or 2) you can automatically generate Avery-style labels by clicking the “Sign In Code Labels” button. Follow the prompts, and be sure to check out the default Avery label settings by clicking on the drop down arrow.

An advantage of using the label sheets is that each label will have a QR barcode that has the registration code embedded within it. This means that when the participant scans the QR code to register for the lecture the registration code will be pre-filled out for them, reducing errors and frustration.

Number of Unique Sign-In Codes Needed Only shown when "Require Code to Register" is enabled. This is the number of unique sign in codes that should be generated for this lecture. These codes will be used by the participants to register for the lecture.

Collecting Registration Fees via Stripe.com
How to collect registration fees from participants.

LecturePanda integrates with Stripe.com (a secure third party payment processor, similar to PayPal) to allow you to collect fees from your participants via any major credit card as they register. Stripe will process the credit card payment and deposit the funds directly in the bank account you specify. If you don’t yet have a Stripe account, it only takes a few minutes to create an account with them. The process is similar to setting up direct deposit:
  1. Sign into your account
  2. Click "My Account" in the upper right hand corner of the page.
  3. Click the "Connect a Stripe.com Account" button
  4. You will be taken to the a page where you can create a Stripe account or sign into an existing one.
  5. Follow the instructions on this page. (You will need to provide a routing number and account number for your bank. This is where the money will be deposited.)
  6. You will then be redirected back to your LecturePanda Account Page. You will see your Stripe.com account listed above the connect button.
Once you have a Stripe account connected to LecturePanda, you can enable this payment option on the Lecture by doing the following:
  1. Go to the Lecture you want to enable payments on.
  2. Select the "Payments" section on the left.
  3. Select the “Participants Pay You and The LecturePanda Fee” option (the other options do not involve your Stripe account).

View/Download Registrations
How to view who has registered for a lecture.

You can view all the participants who have registered for your lecture by following these steps:

  1. Sign into your account.
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Open the lecture you would like view registrations for.
  4. Select the "Lecture Tools" section on the left.
  5. Select "View Registrations" (under Registration Tools).
  6. Enter criteria of which registrations you want to see. If you do not enter any criteria, all registrations will show.
  7. You may also optionally download this data to excel by scrolling to the bottom and clicking the “Download all Data to Excel” button.

Registration Types

About Registration Types
All about Registration Types.

Each lecture can have multiple "types" of participants (called "Registration Types") that give you the following flexibility:

  1. Each registration type has a different registration form. This means that you can ask different questions to different types of participants. For example you could collect a student ID number from a "Student" registration type and a driver's license number and a date of birth from a "Non-Student" registration type.
  2. Each registration type can have its own set of quizzes/surveys defined.
  3. Each registration type can have its own set of credits available to claim.
  4. When collecting fees, each registration type can have a different price.
  5. Registration types can be grouped on the registration report.
LecturePanda provides some default registration types so you can get started quickly. However, you can create your own customized registration types so LecturePanda fits exactly with your needs. You can create any customized registration type you want so LecturePanda fits exactly with how you need it to work for you.

Creating a Registration Type
Follow the steps below to create a registration type.

  1. Sign into your account.
  2. Click "My Registration Types" in the upper left hand corner of the page.
  3. Click on the button.
  4. Fill in the name and the label for the registration type.
  5. Click the "SAVE" button.
  6. The registration type is now created.

Registration Type Customization
How to customize a registration type with custom fields.

After creating your registration type you have the option to ask for additional information from participants who choose this registration type when registering. This is accomplished by creating and adding fields to the registration form for the type. Fields are created with the following steps:

  1. Sign into your account.
  2. Click "My Registration Types" in the upper left hand corner of the page.
  3. Click on the registration type you want to add field(s) to.
  4. Under the "Registration Form" head click the "ADD FIELD" button.
  5. Click the "ADD" button for fields that have already been created.
  6. Or
  7. Click the "CREATE NEW FIELD" button.
  8. Fill in the appropriate field settings.
  9. Click "SUBMIT" and "ADD" the field to the registration form.

Registration Field Settings
Settings custom registration fields

Setting Name Details
Label Display The label for this field. This will identify what information the participant should enter.
Field Type The type of field. Either "Text" for a free text entry box or "Dropdown" to have the participant choose from a list.
Choices Only shown for "Dropdown" fields. A semicolon separated list of choices for the dropdown. (ie. "Red;Green;Blue")
Input Mask ADVANCED SETTING. An input mask for the field that force data to formatted in a certain way. For example a '99/99/9999' would force data in the format of '__/__/____' and would only allow numeric characters to be entered. '9' = any number. 'a' = any letter. '*' = any character.
RegEx Validator REALLY ADVANCED SETTING. The regular expression pattern that the entered data must match. Allows for much more powerful pattern matching than an input mask. RegExr is a great tool for building and testing regular expressions.
RegEx Error Message REALLY ADVANCED SETTING. The error message to be shown if the data does not match the pattern defined in the RegEx Validator field.

Speakers

About Speakers

Adding speakers to your lecture gives your presenters the benefits below and displays their name and title in the description of the lecture.

  1. Access to the Audience Response System.
  2. (Coming Soon!) Access to their evaluation responses.
  3. (Coming Soon!) Uploading of learning materials for easy access by participants.
  4. (Coming Soon!) Uploading of disclosure files for administrator access/record keeping.

Adding Speakers
How to add speakers to your lecture.

To add a speaker:

  1. Sign into your account
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Click on the lecture you would like to add a speaker to.
  4. Select "Speakers" on the left navigation.
  5. Click the "Add Speaker" button.
  6. Fill in the Speaker's Name, Title and email
  7. After saving, you will be asked if you would like the speaker to be notified via email. (This email will give them access to the interactive lecture tools.)

Speaker's Page
How your speakers will interact with LecturePanda.

After you add a speaker to the lecture an email will be sent to them directing them to a special page. This page gives them detailed instructions on how to use the audience response system and gives them access to build their questions.

Audience Response

About Audience Response
Overview of interactive audience questions.

The audience response system allows your speaker to send question the audience during the lecture and instantly view the responses graphically. Audience members can respond to questions using their mobile devices. All answers are recorded for post analysis.

Defining Interactive Questions
Follow the steps below to add interactive questions to your lecture.

You or the speaker(s) can easily add interactive questions to the lecture.

To allow a speaker to add some questions to the lecture:

  1. Add the speaker to your lecture
  2. When asked if you want to send an email to the speaker say yes.
  3. The speaker will receive an email with a link that takes them to a page where the interactive question functionality is explained and they can add their questions.

To add interactive questions to a lecture as the administrator:

  1. Create a Quiz.
  2. Add some multiple choice questions to the quiz.
  3. Enable the "Make Interactive" option for the quiz.
  4. The questions will now be available for the speaker during the lecture.

Speaker Interface
Overview of how the speaker can use the audience response system.

In order to send questions to the audience during the lecture your speaker will need to have a special webpage available to them. The speaker will be able to access this page through a link that it emailed to them when you add them to the lecture.

Alternatively, if you added the questions to the lecture yourself and you still want make this page available to your speaker:

  1. Sign into your account
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Click on the lecture you would like to obtain the link for.
  4. Within the "Interactive Tools Menu" on the left find the "Speaker Question Page" option.
  5. Open this link in the for your speaker or click the on the button to copy the link and share via email.

Once the speaker visits this page, they will have access to the following functionality.

  1. Question List

    A list of the available questions for the lecture will be shown down the left side of the page. To release a question to the audience hover over the list to reveal the question's text. Find the correct question then click. Alternatively, use the "Next" and "Previous" buttons to cycle through the list of questions. Questions will only be released to the audience once. When the questions are clicked a second time the response graph will be shown. To resend a question to the audience see the "Resend Question" functionality below.

  2. Show Responses

    After the question is released, the audience will begin to respond. You can see the total number of responses as they come in on the red number that hovers over the "Show Responses" button. The "Show Responses" button will show all these received responses in a bar graph.

  3. Hide Responses

    This button will hide the bar graph of all the received responses.

  4. Resend Question

    By default each question will only be sent to the audience once. To resend a question select it from the list then click the "Resend Question" button.

  5. Audience Questions

    This button will display a grid of questions submitted by the audience during the lecture from their mobile devices.

  6. QR Code

    Some participants may not have registered for the lecture but still want to participate during the interactive questions. For these audience members you can click the "QR Code" button. They can then scan the code and interact with the speakers questions as if they had registered normally. You should only need to show this code once at the beginning of the lecture.

Participant Interface
Overview of audience workflow for the audience response system.

As your participants register they will each receive a confirmation email with a special link. The participants can click this link on their mobile device to take them to a page where they can respond to the speaker's interactive questions. Once on the page, the particpant only needs to follow the prompts.

Credits

About Credits
All about Credits.

By defining credits you can easily track which participant should recieve credit for the lecture. Lectures can be configured to have more than one credit.

Creating a Credit
Follow the steps below to create a lecture credit.

You can create credits for your lecture by following these steps:

  1. Sign into your account
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Click on the lecture you would like create a credit for.
  4. Under the "Lecture Credits" header click the "NEW CREDIT" button.
  5. Define your Credit Settings.
  6. Click "SAVE" in the bottom right
  7. Your credit is now created, and you can click the "BACK TO LECTURE" button in the bottom left.

Credit Settings
Detailed explaination of all credit settings.

  • Description

    The description of this credit. This is how the credit will be described on the certificate.

  • CE Hours

    The number of CE hours this credit represents.

  • External Identifier

    The identifier for this credit used in external systems. For example, for a Pharmacist CE this would be the Univeral Activity Number (UAN) used by the National Association of Boards of Pharmacy to identify this credit.

  • Who Should Be Able to Claim This Credit?

    This will list all the regisration types you have defined. Here you can restrict the visibility of each credit to only certain registration types.

  • Do You Want Participants To Enter A Code To Claim This Credit?

    This gives you the option to have 1 of 3 levels of security in order for participants to claim this credit. See Credit Security below for more detail.

Credit Security
Detailed explaination of all credit settings.

Within the "Do You Want Participants To Enter A Code To Claim This Credit?" header on the credit settings, LecturePanda allows you to set each credit's security to 3 different levels:

  1. No Code

    No security. With this option there will be no security on the credit, anyone will be able to claim this credit without issue. (As long as their registration type can view this credit.)

  2. Single Code

    A medium amount of security. With this option selected each participant will be asked to enter a code to claim this credit. The same code will work for all participants.

  3. Multiple Codes

    A high amount of security. With this option selected each participant will be asked to enter a code to claim this credit. Each code can only be used once so each participant will need their own code.

Certificates

About Certificates
All About Certificates.

For each credit that a participant claims for a lecture, a PDF certificate will be generated. Once the credit requirements are completed, the certificate is immediately available for download by the participant. Certificates are generated based on "templates" (described below) and can be easily customized to your needs.

Certificate Templates
How Certificate Templates Work.

Certificate templates are used to generate PDF statements of credit for your participants as they complete their credit requirements. LecturePanda provides some basic templates so you can get started quickly, but you can also create custom templates to match your unique needs.

To create custom certificate templates click on the "Certificate Templates" button on the top menu bar. Once there, you can easily copy an existing template or create a new one from scratch.

Quiz and Survey Builder

About The Quiz and Survey Builder
Overview of the quiz and survey builder.

LecturePanda allows you to create quizzes and surveys that are associated with your lectures. Quizzes and Survey are both created using the include quiz builder. Surveys are ungraded quizzes, defined with the "Survey Mode" Setting.

Create a Quiz or Survey
Follow the steps below to create a quiz.

You can create a quiz for your lecture by following these steps:

  1. Sign into your account
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Click on the lecture you would like create a quiz for.
  4. In the box in the bottom right click the "NEW QUIZ" button.
  5. Define your Quiz Settings.
  6. Add your Questions.
  7. Click "SAVE QUIZ"
  8. Your quiz is now created

Copy a Quiz or Survey
Follow the steps below to copy a quiz.

You can copy a quiz from one lecture to another by following these steps:

  1. Sign into your account
  2. Click "Lectures" in the upper left hand corner of the page.
  3. Click on the lecture you would like copy the quiz to.
  4. In the box in the bottom right click the "COPY QUIZ" button.
  5. Modify the Quiz Settings as needed.
  6. Modify the Questions as needed.
  7. Click "SAVE QUIZ"
  8. The quiz is now copied to the lecture.

Quiz Settings
Description of all quiz settings.

  • Quiz Title

    The title of the quiz. The partipants see this when they take the quiz after the lecture

  • Passing Grade

    The passing grade needed to recieve credit for the quiz. This is a whole number from 0-100. For example, if this is option is set to 80 and a paticipant get 8 out of 10 questions correct they will receive credit. If they get 7 out of 10 correct they will not receive credit for the quiz. If participants fail the quiz they can retake it as many times as they like until they pass.

  • Survey Mode

    Determines if the quiz is graded or not. When this option is selected the quiz will not be graded, all answers will be accepted. This is useful for post lecture surveys.

  • Make Interactive

    Selecting this option will make the questions defined in this quiz available as interactive questions.

  • Who should be asked to take this quiz?

    This setting allows you to filter the quiz to only certain registration types, or to participants to claimed a particular credit

Creating Questions
How to create questions.

There are currently two types of questions available in LecturePanda:

  1. Multiple Choice

    To add a multiple choice question to a quiz click the "ADD MULTIPLE CHOICE QUESTION" button at the bottom of the page in the quiz builder.

    Multiple choice questions can have an unlimited number of answer options. Simply click the "+" or "-" buttons below the list of choices.

    To define the correct answer for the question select the appropriate radio button in the choices list.

    If the quiz is defined with the "Make Interactive" option multiple choice questions from this quiz will appear on the interactive question list during the lecture.

  2. Free text

    To add a free text question to a quiz click the "ADD FREETEXT QUESTION" button at the bottom of the page in the quiz builder.

    Free text questions can accept up to 500 characters in the response.

    Free text questions are most useful for survey type quizzes. This is because in order for the response to be "correct" it must match EXACTLY with the defined answer. To define the correct answer type in the correct value in the "answer" box.

    Currently free text questions are not supported as interactive questions. If the quiz is defined with the "Make Interactive" option free text questions from this quiz will NOT appear on the interactive question list during the lecture.

File Storage

About File Storge
All About File Storage.

LecturePanda provides file storage capabilities so you can keep everything organized and safely backed up. Storing files also automatically shares certain file with speaker and participants so everyone has access to the information that they need.

File Categories
How Files in Each Category Work.

Depending on how you upload a file in the lecture dashboard, LecturePanda will treat it differently:

  1. Flyers

    Any files that you upload as "flyers" are automatically attached attached to reminder emails for the lecture. Only one announcment flyer can be attached to each lecture. Uploading a second flyer will overwrite the first.

    The max file size is 10MB.


  2. Learning Materials

    Files uploaded under "learning materials" become automatically available to participants via a link included in reminder and registration emails for the lecture.

    The max file size for each file is 31MB.


  3. Speaker Disclosures

    Files can be uploaded by speakers and made viewable to you through the speaker's page. These files will appear under "Speaker Disclosures." These files will not be visible to participants.

    The max file size for each file is 31MB.


Publication

About Publication
All About Lecture Publication.

LecturePanda allow you to publish your lectures into "Lecture Series." Each Lecture Series has a public listing of all the lectures. Series can also be configured to automatically send reminder emails about upcoming lectures to participants.

Lecture Series
How Lecture Series Work.

LecturePanda allows you to create "Lecture Series" where you lectures can be published. When you publish a lecture to a lecture series LecturePanda will automatically send reminder emails for upcoming lectures based on intervals that you specify. Additionally, each lecture series has a public landing page that displays all the lectures in the series and provides a mechanism for your participant to subscribe to reminder emails.

You can create a lecture series and publish lecture to it from within the lecture dashboard.

To create a new series:

  1. Open the lecture.
  2. Select "Publish" on the left navigation.
  3. Click the "Add Lecture Series" button.
  4. Fill out the details for the lecture series (settings described below).

Once created you can publish the lecture to the serie by simply clicking the "Publish" button next to the created series.

Detail Name Description
Name The name of the lecture series. Used in many places to identify the series (reminder emails, public listing page, etc...)
Description A more detailed description of the lecture series that accompanies the series name
Reminders An optional semicolon separated list of reminders (in days) to send for lectures in this series. For example, setting this field to '1;5;20' will send reminder emails to the participants subscribed to this lecture series the day before and 5 and 20 days before the scheduled start of each lecture in this series.

Reminder Emails
How Email Reminders Work.

Reminder emails are automatically generated for upcoming lectures in a lecture series. The reminder emails are generated based upon the "Reminders" setting for the series. If you have a "Flyer" file attached to the lecture it will be included as an attachment in the reminder email.

The emails list for the reminders for each series can be found under your "Account" page. Once there look for the distribution list with the same name as the series. Emails can be deleted or added to the distibution list from here. Additionally, participants can subscribe for reminder email on the series' public listing page.