Create a session submission form

The Session Submission Form is the speaker's first interaction with Sessionboard. Its primary function is to collect information about the session and potential speaker(s). Completing this form will create a submission and speaker record for the admin to view within their dashboard.

How to create a submission form

1. Within your dashboard, select the blue "Manage Forms" button.

2. By default, Sessionboard creates the first submission form that you can edit. Click the ellipses to view the dropdown options, and select edit to start updating your form.

3. Edit the four sections that comprise the submission form: Welcome Screen, Session Information, Speaker Information, and Form Settings.

• Welcome Screen - Introduction to the event. This is the first screen a user will see when they access your submission form. Event admins can create a custom welcome message with basic text box functionality.
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• Session Information - Collect information about the submitted session by adding a page title, page description/instructions, as well as questions to collect data.

  • Title & Description are two fields that are required and can not be deleted from the form.

  • To add a question, use the button "+ Add Question" at the bottom of the page.

    • You have the ability to search for existing questions or create a custom question. Standard fields are labeled "Global Fields" whereas custom fields are labeled "Event Fields". Global fields are available across all events within an organization.
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• Speaker Information - Collect information for the session's speaker(s) by adding a page title, page description/instructions, as well as questions to collect data.

  • First Name, Last Name, and Email are required fields that can not be deleted from the form.

  • To add a question, use the button "+ Add Question" at the bottom of the page.

    • You have the ability to search for existing questions or create a custom field.

• Form Settings - The following settings can be applied to your form:

  • Close Date: The date and time that new submissions are no longer accepted as well as the date and time that edits can be made to existing submissions.

  • Admins who should be notified when new submissions are received.

  • Admins who should be notified when edits have been made to existing submissions.

  • Set speaker limit for the number of speakers who can be added to a session (max limit: 10)

  • Set a submission limit for the number of times a submitter can complete a new submission.

  • Confirmation Message: Customize the message that appears in the confirmation email to session submitters.

  • Customize the success page message: Customize the messaging that appears on the screen once a form has been submitted. By default, this message includes a link for submitters to submit another form.

    • NOTE: This messaging will appear for ~20 seconds before the submitter is directed to the portal home page.

       

Additional Form Options

Section Header

Add a header between your fields to divide them based on similarity (Character Limit: 255)
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Form Divider

Insert a line/break into your form to divide your fields
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Rich Text Box

Add rich text to include images, hyperlinks, and additional text

Conditional Logic/Question Rules

Use question rules (conditional logic) to create customizable forms that adjust based on the answers that your users provide to various questions. This allows you to use one form to intake multiple different types of sessions.

Question rules can only be used on the following field types:

• Checkbox 

• Dropdown

• Number

TIP: When using question rules, you want to apply the rule to the conditional question.

FOR EXAMPLE

If I want someone to provide their Member ID if they respond 'Yes' to the question 'Are you a member?", then I need to create a question rule for the question/field 'Member ID'.

View A Submission Form

To view your session's submission form, click the ellipses on your form and select 'View Results.'

Duplicate A Submission Form

Click the ellipses on the submission form that you would like to duplicate and click the 'Duplicate' button. A copy of the original submission form will be created for you to edit as needed.

Delete A Submission Form

Click the ellipses on the submission form that you would like to duplicate and click the 'Delete' button.