Discourse as a Conference App (in person, virtual, or hybrid)

I recently spent some time discussing with a Discourse client in the UK how they might run a Virtual Conference using Discourse.

As we discussed what they needed it became apparent how well Discourse can do this, but you need a confident and knowledgeable Discourse team to get all the right features in place.

Here are some of the ideas we came up with, which I thought I would share here, since there actually isn’t any other topic on Virtual Conferences yet (which surprised me actually!)

Visuals

  • Category Banner Theme Component - to add better visuals to the various sections. (NB you can use CSS to insert background images in the banner rather than a plain colour)

  • In an established Discourse community, where the conference is not the only thing the Discourse instance exists for, you can advertise the conference with a Global Pinned Topic.

  • Create an overall Category for the Conference (unless the Discourse instance only exists for the conference, in which case you might use the top level for the overall conference and subcategories for each track)

Presentations

  • You could use Topic Voting to decide on which presentations should be selected from the presentations submitted as part of a Call for Presentations

  • Navigating the conference: Make a Pinned Topic with the Conference Programme in the conference Category, and link from each programme item in your Programme list to the Topic in which that presentation will be placed.

  • Use one Topic per presentation - discussion about each session will follow in the replies after the first post.

  • YouTube and Vimeo can be embedded in posts, this is a standard feature of Discourse

  • Zoom Webinar Plugin - integrates Zoom webinars tightly with Discourse

  • Jitsi Video/Audio calling Plugin

  • Polls for use during sessions - we can use as we use Sli.do

Delegates and Participation

  • Delegates can be given access to the Conference area selectively - ie perhaps if not all members of the Discourse community are attending the conference, or if it is a paid conference with ticketing. (Worth mentioning that the Tickets Plugin is about ‘work tickets’ not the kind of tickets we’re talking about here)

  • Use Badges extensively, for gamification and rewards for attendees/delegates/sponsors/exhibitors

  • use Tags to help guide delegates to conference content that is interesting to them

  • Use Groups and Categories to manage who can see what parts (eg restricting access for exhibitors and attendees)

  • You could consider adding chat integration, particularly if your community already uses a chat platform. This enables you to link as much of the conference conversation to the Discourse instance as possible.

Sponsors and Exhibitors

  • Create a Sponsors/Supplier area (perhaps as a Subcategory of the conference category)

  • Use Avatar flair for Sponsors and Exhibitors with their branding

  • Sponsors and Exhibitors staff can have accounts - ideally use own names rather than company-name accounts, but can be grouped and titled/biographied to reflect their company affiliatiation, with avatar flair, title, etc

  • Set up all delegates as a Group on Discourse and Group Owners can Group Private Message the delegates before, during, and after the conference

Hopefully this might be of some use to someone out there, especially given that basically every conference in the world is going to be virtual for at least a few more months!

I’m happy for people to suggest other ideas in the replies, and we could even maybe Wikify this post so that people can add and improve.

Shameless Plug: While I’m here I should say that if you are considering running a virtual conference using Discourse, and need help with any aspect - consider us at thepavilion.io

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With a slight twist of title name I find these ideas could be useful for sites that support training from time to time. The site I am from is for Prolog, which is a programming language if you didn’t know, and one of our members does training classes about once a year and these ideas would dovetail nicely with that.

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Thanks so much for these suggestions, this is something I am working on for an international education conference (in November) that has made the decision early to run online this year.

I’ve been helping been starting a discourse community for the organization. We felt that having each session as a topic was a great format to provide the session materials and host discussions.

I’m curious to find an examples of conferences that have tried hosting their sessions and interactions in discourse.

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Just for completitude, I am doing my own process with discourse as a platform for webinars here.

I am writing a guide for my team within apc.org to be able to host events using discourse not only as a space for getting informed about events, but also to encourage participation in the platform through it.

Would love to hear your thoughts about it (you can either reply here or comment on the pad): Workflow for holding online spaces on discourse - HackMD

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Hi @nicopace! This is an interesting thought experiment you are doing, and helpful when considering what to do next with 🗓 Discourse Event.

I’ve looked into what you’re trying to do for the Global Legal Empowerment Network where I was community manager until last year. Back then we used a mix of other tools to hold online events and Discourse as the place to invite the community and share info before events and then to report back and follow up afterwards. We used GoToWebinar for handling event registration, reminder emails and follow-up emails, and of course for hosting the actual event.

Discourse functionality has improved quite a bit since even then and I’d love to see it grow to support this use csae even more. There are some other features you can look at. One that I especially like is Discourse Shared Edits. We also recently greatly improved the invite system so it’s easy to invite people to join a Discourse, and give them added privileges instantly, just by creating a link and sharing it.

(I am glad to see APC is thriving as an organization - I’ve known it since the early days when I was running Kabissa (long since retired as an org), and even before that when looking to use Fidonet to connect orgs in Africa, with GreenNet in the UK, and even before THAT with Amnesty International and IGC. )

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Hello @tobiaseigen ! thanks for your response!

The text is a thought experiment that would like to put in practice in the upcoming weeks.
The idea behind is is to be able to boost the multiple community spaces created with each other, with conversations prior, during, and post webinar happening within the forum.

There are still some rough edges, like how to organize the questions so there is some logic with the rest of the life of the forum, how RSVP will happen for non-users, how the forum experience doesn’t get on the way of the discussion (mostly for newcomers).

I want to streamline the experience so organizing events for staff (and later for members of the site) is straightforward.

The Shared Edits functionality looks very useful for collective note taking, for documenting a certain part of the body of knowledge… though I should put more thought in seeking usecases as I haven’t tried it before.

APC has been a strong force for internet access and digital rights since the early ages. Nice to see the website of your org still accesible through the wayback machine: The Kabissa Legacy - Kabissa Legacy - Kabissa Legacy

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Cool! I can see Discourse being a great addition to APC. Feel free to invite me to your instance if you have one for your community. And feel free to report back here as you figure things out or when you have questions about specific Discourse features or to share ideas about ways to improve Discourse to support your use case.

Whoa thanks for pointing out that https://kabissa.org was not redirecting correctly to https://kabissalegacy.kb2.org. I think I’ve fixed that now. It’s a vanilla discourse site and I add to it from time to time to capture some of my favorite memories. Also using it to help former members who have yet to move their domain names from Kabissa. Almost done with that process…

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Qualcuno ha avuto successo nell’utilizzare Discourse nel ruolo di ‘app’ per conferenze? Chiedo perché la mia esperienza con le app per conferenze esistenti è stata piuttosto deludente.

Nella mia mente, il miglior caso d’uso sarebbe per un evento fisico o ibrido che si svolge esclusivamente per una comunità online che utilizza già Discourse.

Chat e thread di chat hanno molto potenziale in questo senso, così come il plugin di sottoscrizione (se viene adattato con successo per essere più flessibile su come funzionano i pagamenti).

Inoltre, la maturità di iOS (finalmente) in modo che un’app / esperienza di notifica reale quest’anno apra davvero l’utilità di Discourse come ‘app’ per conferenze.

Sfortunatamente, è difficile promuovere davvero questa idea con gli attuali plugin per eventi: dovrebbero essere apportate alcune modifiche per essere veramente utili a questo scopo.

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Penso che sia possibile, per come la vedo io, un buon punto di partenza sarebbe descrivere l’esperienza della conferenza e poi abbinare le funzionalità di Discourse (incluse le funzionalità dei plugin) ad essa.

Potrebbe richiedere alcune integrazioni di terze parti per il video, ma ricordo vagamente che un’integrazione Jitsi fosse disponibile in passato, forse ora è più matura o è disponibile qualcos’altro.

Inoltre, utilizzare Discourse in questo modo richiederà molta personalizzazione per rendere l’UX sensata per l’utente finale. Sebbene ciò sia ovvio, lo dico perché quando ho provato a usare Discourse per i miei progetti, a me sembrava e appariva buono, ma gli utenti finali erano confusi.

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Sì, ho sperimentato anch’io questo fenomeno. È facile dimenticare il proprio comfort con una piattaforma e sottovalutare la curva di apprendimento richiesta dagli altri.

Per realizzare questo correttamente, servirebbe davvero un plugin appropriato che potrebbe rappresentare una raccolta di eventi che avessero senso per un tipico partecipante a una conferenza e permettere l’interazione con essi. Sarebbe molto lavoro da fare.

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Non direi che sia necessario un plugin completamente nuovo nell’immediato, ma piuttosto lo guarderei da un punto di vista di MVP snello. Quando dico MVP snello, intendo qualcosa che funziona a malapena.

Avrebbe sicuramente dei problemi man mano che le persone lo usano, ma può comunque fare il suo lavoro. Da lì, renderlo più efficiente pezzo per pezzo ridurrebbe ciò che è necessario aggiungere a Discourse per farlo funzionare.

Discourse per me è come il sistema operativo UNIX o Linux, è potente e funziona bene, ma è tutto questo solo per gli utenti esperti.

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Abbiamo lavorato per rendere Discourse più facile da imparare e usare. Se puoi fornire esempi specifici di aree dell’interfaccia che le persone trovano confuse o miglioramenti che pensi potrebbero aiutare, faccelo sapere! Questa è una domanda più ampia di questo argomento, ovviamente, ma è particolarmente importante che le persone che vengono a usare Discourse per un breve periodo come una conferenza abbiano una buona esperienza. Dovrebbe almeno essere facile da usare e corrispondere ragionevolmente alla loro esperienza con altre piattaforme simili.

Sì, può essere difficile accontentare e supportare efficacemente sia gli utenti esperti che le persone che non sono interessate a diventare utenti esperti, e dobbiamo trovare un equilibrio. Al momento ci stiamo concentrando sul miglioramento dell’ staff-experience in modo che le persone non tecniche che sono interessate, ad esempio, a creare un sito Discourse per una piccola comunità privata lo trovino facile da fare.

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Il feedback delle persone che affermano che questo non è mai un caso di articoli elencati, è solitamente più poco chiaro. Lo prendo e cerco di guidarli manualmente su cosa fare per migliorarlo. Mi dispiace molto di non avere dettagli.

Ho condiviso questo per dare a Nathan un po’ di incoraggiamento, più o meno.

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