9 Tools for Running An Online Summit

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Hosting a summit can be A LOT of work. We know, we are just finishing up with our 2nd Annual Uplevel Your Biz Summit!

There are so many things you need to do and so many things you need to set up. It is super easy to get overwhelmed.

9 Tools for Running An Online Summit

So that is why we covered the topic pretty extensively on the podcast as well as sharing our own personal experience! But we wanted to breakdown our top 9 tools for running an online summit, so here they are!

1. Zoom

Zoom is a video conferencing software that makes it super easy to connect with people all over the world. Chances are you are already familiar with it and have probably used it before. 

This is how you will meet with your guests. It is great because you can record faces as well as record a screenshare. We not only used Zoom for the summit but we use it when we record our podcast.

2. Camtasia (or another video editing software)

I used Camtasia to edit all of our summit presentation videos. This year we had our speakers send in presentations rather than interview them but Camtasia comes in handy for both types.

If you have the speakers send in presentations, then you can use Camtasia to add the Introduction Interview and/or a slide to the beginning and upload it to YouTube. 

If you are interviewing the speakers, then you can use Camtasia to take our the awkward beginning and ending of the video so it looks nice and professional.

3. A Website

So this one is purposely left vague because there are so many ways you can do this. We personally have a self-hosted WordPress website and use the Divi theme and have created the entire site and summit through this.

We used the Hurry Timer plugin for countdown timers on the site. They automatically redirected our tripwire page and our speaker pages once the 24 hours were up.

You could also host your summit through Kajabi, ClickFunnels, Leadpagess, etc. There are so many options but for us, using our own website worked best.

4. SendOwl

I absolutely love SendOwl. It is super easy to use and set up. We chose it to sell our VIP All-Access Pass as well as host our affiliate program. 

SendOwl allowed us to track all affiliate sales super easy and really let us customize the commission rate, the cookie length, and more. We can’t recommend it enough.

5. ConvertKit

We can’t have a post about tools and not include ConvertKit!

We used ConvertKit to send all of our promotional emails leading up to the summit as well as all of our daily emails during the summit. We love it because it connects with SendOwl so we were able to track who purchased and exclude them from the promotional emails. (Okay, we *might* have forgot to exclude them, but it is definitely a great feature!)

6. Acuity Scheduling

Running a summit is a lot like running a podcast. So many steps are the same. That is why we used Acuity Scheduling to have all of our speakers schedule their introduction interview, just like we do on the podcast! It is great when you can use tools for more than one thing in your business!

7. YouTube

While we used our own website to host the summit, we didn’t use it to host the videos. Instead, we used YouTube

This allowed us to save space on our website while also being able to schedule the videos and set the privacy to unlisted. This meant that only people with a link could see it. Plus it is free which is a bonus..

8. Teachable

We decided to use Teachable rather than host the VIP All-Access Pass on our website. This was because I ran out of time to investigate that option further but also because we like the layout of Teachable and the ease of use from a students point of view. 

We stayed on the Free plan which meant that we couldn’t integrate it. It also meant that as people purchased the VIP All-Access Pass we had to manually add them, so that was a pain, but it worked just fine this year. Although next year, we will probably upgrade to the Paid plan so we can integrate with ConvertKit.

9. Chatroll

We decided to add a chat feature to this year’s summit and we used Chatroll to do so!

Basically we just created one chat and embedded it across all of the speaker pages. That is it. 

So there you have it, our top 9 tools for running an online summit.

So tell us, have you ever ran an online summit (or do want to)

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