Quick recap
Jeremy led a Tech Talk session focused on the BNI Connect mobile app, covering features like the home screen stats, slip submissions, profile updates, and email capabilities. He demonstrated how to submit different types of slips, update profiles, and email chapter members directly from the app. The session included a quiz to test participants' knowledge of mobile app features and addressed numerous questions about BNI Academy access, traffic lights, testimonials, and other platform functionalities. Jeremy announced that next week's session would cover additional mobile app features including inviting visitors and managing events.
Summary
BNI Tech Talk Overview
Jeremy welcomed participants to the Tech Talk, highlighting the global attendance and introducing his team supporting BNI's online platforms across 75 countries. He discussed upcoming events, including the U.S. National Conference in Orlando and a planned visit to South Africa, and mentioned the possibility of hosting a live Tech Talk from headquarters with the Member Success Center team. The session was set to cover features of the BNI Connect mobile app, with plans to potentially explore additional features in future sessions.
Mobile App Training Session
Jeremy conducted a training session on the mobile app features, covering topics such as sending testimonials, finding custom QR codes, accessing the new user tour, and understanding push notifications. He clarified that users can send testimonials only if they are connected to the member, and explained where to find the custom QR code and new user tour under the profile and More menu respectively. Jeremy also corrected a misconception about push notifications, noting that users do not receive notifications for "Thank You for Closed Business" but do get alerts for new referrals, member updates, and referral status changes. The session concluded with plans to review the home screen, update profiles, manage permissions, and send emails to chapter members.
Mobile App Features Demonstration
Jeremy demonstrated the mobile app's features, focusing on the home screen stats and slip submission process. He explained how draft stats are updated as members submit slips throughout the week, and clarified that official POMS numbers are only updated after VP verification. Jeremy also showed how to correct or delete submitted slips before they are finalized in the system, noting that VPs can unlock reports to make corrections after the initial submission period.
BNI Mobile App Features Demo
Jeremy demonstrated various features of the BNI mobile app, including the tips section, chatbot functionality, notifications, and profile management. He explained how to update profile information, change language settings, and modify account settings, recommending users change default settings from "My Connections" to "All" to share information more broadly. Jeremy also highlighted features like Apply and Pay integration for easier application processes and the new user tour for orienting new members, noting that many users skip this helpful feature.
BNI Connect Features Demonstration
Jeremy demonstrated how to email chapter members directly through BNI Connect by using the search function and message icon, which allows leaders to select and email multiple members at once using their own email program. He announced that next week's webinar will cover additional features including community groups, testimonials, connections, events, and visitor management. The conversation ended with Jeremy addressing a technical issue reported by Beth regarding an empty BNI Academy section in the mobile app, which he committed to investigate with the developers.
BNI System Access and Resources
Jeremy explained that BNI traffic lights are only accessible through the Insights system, which is limited to directors who must share the information through MyBNI.com. Regarding resource sharing, Jeremy indicated that plans are underway to integrate this functionality into BNI Academy, though the current SharePoint solution in France is not optimal. Jeremy also clarified that testimonial exchanges are limited to one per person, and recipients can only respond to testimonial requests through the specific request rather than directly from the profile.
Platform Updates and Issue Resolution
Jeremy discussed several platform issues and updates during the meeting. He explained how to update testimonials and addressed a bug affecting profile picture uploads, which will be fixed with a hotfix on Monday. Jeremy also clarified the process for one-to-one meetings and POMS reports, offering to assign Eric as VP of the GST chapter to handle weekly reports. Finally, he explained that regional tips are not available due to language translation challenges and potential copyright issues with Google Translate.
BNI Connect Q&A Session
Jeremy led a Q&A session addressing various questions about BNI Connect and Academy features. Key points included: tips are currently only available on mobile apps for members, references are now optional in applications to streamline the process, and BNI Plus is being gradually rolled out globally. Jeremy clarified that BNI Academy CEUs do not automatically record in the app, and explained how to access and export visitor information. He announced plans for next week's Tech Talk to cover additional mobile app features including inviting visitors, events, and testimonials.
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