Exhibitors/Sponsors
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      1. Advice and answers from the Sessionboard Team
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      3. Exhibitors/Sponsors

      Sponsor Intake Form

      Within Sessionboard, Event Admins can manage their sponsors through a portal to assign tasks, share documents, and collect additional information after the sponsor has completed an intake form.

       

      Create Intake Form

      1. Navigate to the Portals within the 'Settings' module and select the three ellipse dots > 'Edit Tasks' for the 'Default Sponsor Module' to begin configuring the setup.
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      2. Within the 'Onboard Users' widget, select the button "Set up intake form" to edit the Intake Form.
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      3. The Intake Form has three pages that will need to be updated with your event-specific information:

        1. Welcome Screen - The page portal users see when they navigate to the intake form.

        2. Group Information - Information about the sponsoring organization/company

        3. Contact Information - Information about the point of contact of the sponsoring organization.
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      Share Intake Form

      When it is time to now accept Sponsors and invite them to the portal, you will send them the link to your Sponsor Intake Form. This link can be found within the box "Onboard Users". Click the button "Copy Link" and send this link to all of your sponsor contacts.

      Once a sponsor completes the intake form, they will automatically be taken into the portal. Sponsors can log back into their portal at any time.