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

21 个赞

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.

5 个赞

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.

5 个赞

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

5 个赞

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. )

6 个赞

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

4 个赞

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…

2 个赞

有人成功地将 Discourse 用作会议“应用程序”吗?我之所以这么问,是因为我个人对现有的会议应用程序的体验相当令人失望。

在我看来,最佳用例是为已经在使用 Discourse 的在线社区专门举办的线下或混合活动。

聊天和聊天线程在这方面很有潜力,订阅插件也是如此(如果它能成功地适应更灵活的付款方式)。

此外,今年 iOS 的成熟(终于)带来了真正的应用程序/通知体验,这极大地扩展了 Discourse 作为会议“应用程序”的实用性。

不幸的是,目前的 Events 插件很难真正实现这一想法——它们需要一些工作才能真正有用。

6 个赞

我认为这是可行的,在我看来,一个好的切入点是描述会议体验,然后将其与 Discourse 功能(包括插件功能)相匹配。

这可能需要一些第三方集成来实现视频功能,但我隐约记得过去曾有过 Jitsi 集成,也许现在它已经更成熟了,或者现在有其他可用的集成。

此外,以这种方式使用 Discourse 将需要大量定制才能使其用户体验对最终用户来说有意义。虽然这很明显,但我之所以这么说,是因为当我尝试为自己的项目使用 Discourse 时,它对我来说感觉和看起来都很好,但最终用户却感到困惑。

5 个赞

是的,我也经历过这种现象。很容易忘记自己对某个平台的熟悉程度,并低估他人所需的学习曲线。

要正确实现这一点,确实需要一个合适的插件,该插件可以代表一系列对典型会议参与者有意义的事件,并允许与之互动。这需要大量的工作。

5 个赞

我认为不需要立即推出一个全新的插件,而是应该从精益 MVP(最小可行产品)的角度来看待它。我所说的精益 MVP,是指一个仅仅能勉强工作的版本。

当人们开始使用它时,它肯定会有问题,但仍然可以完成工作。然后,从那里开始,逐个部分地提高效率,将减少需要添加到 Discourse 中的内容才能使其正常工作。

对我来说,Discourse 就像 UNIX 或 Linux 操作系统一样,它功能强大且运行良好,但这一切都只对高级用户而言。

3 个赞

我们一直在努力使 Discourse 更易于学习和使用。如果您能提供人们觉得界面令人困惑的具体示例,或者您认为会有所帮助的改进,请告诉我们!当然,这是一个比这个话题更广泛的问题,但对于那些在短时间内(例如会议)使用 Discourse 的人来说,拥有良好的体验尤其重要。它至少应该易于使用,并且与其在其他类似平台上的体验相当接近。

是的,要同时满足并有效支持高级用户和不感兴趣成为高级用户的人可能很难,我们必须找到一个平衡点。目前,重点是改进 staff-experience,以便那些有兴趣为小型私人社区搭建 Discourse 站点的非技术人员能够轻松完成。

3 个赞

那些说这种情况从不是列出的项目的人的反馈,通常更不清楚。我只是接受它,并试图手动指导他们如何做得更好。很抱歉我没有具体的细节。

我分享这些主要是为了给内森一些鼓励。

3 个赞