Portal
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      1. Advice and answers from the Sessionboard Team
      2. Feature Overview Guides
      3. Portal

      Create & Assign Portal Forms

      📝 Form Examples:

      • Submit Event Audio/Visual Needs

      • Agree to Event Terms & Conditions

      • Confirm Speaker Details (i.e. Name, Job Title, Company Name, Headshot, Bio)

      • Collect Sponsor/Exhibitor Logos

      Create A Form

      ❗ Only contact fields (i.e. Name, Job Title, Biography, and any custom contact fields created) can be utilized within portal forms. Session fields (i.e. Title, Description, Track) can not be added to a form. If a speaker needs to update their session details, they can do this through the session submission form.

      1. Navigate the Portals module and select "Forms" at the top of the page.
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      2. Select the blue "Create Form" button and add the form's title, as well as select whether the form will be assigned to individuals or groups. Once complete, select the orange "Save & Build form" button.

        1. People = Speakers

        2. Groups = Sponsors & Exhibitors
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        3. Edit the portal form's three sections: Form Set Up, Form Questions, and Form Settings.

        • Form Setup:

          • Name: Visible to Event Admins

          • Title: Visible to Portal Users

      • Form Questions - Collect information about the individual or group by adding a section title, description/instructions, and form questions.

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

          • You can search for existing questions or create a custom question.

      🤔 Did You Know...

      If pre-existing contact data is available for questions/fields that are added to a form (i.e. First Name, Last Name, Company Name), then when the portal user views the form they will be able to review the pre-existing data and make updates as needed.

       

      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 application submissions.

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

      • Textbox

      • 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/select question rule for the question/field 'Member ID'.

      • Form Settings - A confirmation email can be sent to form submitters once the form has been submitted.

       

      Assign Forms To A Portal

      Now that you have created your form, it is time to assign it to the respective portal.

      Note: Forms can be assigned to more than one portal.

      1. Within the Portals module, select the three ellipse dots to the right of the portal you would like to assign the form to and select Edit Tasks.
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      2. Within the Collect Form Submissions widget, select the button Assign forms to open a pop-up window. This will show any forms you have created to select and assign to your portal.
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      3. Once the form has been assigned, you can edit additional settings by selecting the pencil under "Actions".
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        1. Form Title Alias: Adjust the name of what the form will be listed as in the portal

        2. Due Date: Assign a due date to each form that the portal user can track.

        3. Allow edits: Allow for edits after a form has been submitted.

        4. Mark this form as required: Forms can be marked as required by toggling this button on.
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      4. Once complete, click the blue "Update" button in the pop-up window.

      Portal Form View To Portal Users

      Forms are accessible from the section Tasks in the portal.

      Form task view from portal home page

      Form task view when user clicks on the form to complete

      View who has completed the form(s)

      Within your module (speaker, sponsor, or exhibitor), edit your dashboard view by adding the form reporting field(s). This will inform you of who has completed the form and who hasn't. Don't forget to save the view when you are done😊

      View & Export Form Results

      1. Navigate to Portals > Forms

      Hover over the form you have created and select "View Results".
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      To export form results, select Options to download results either as a csv or xlsx file.

      Screenshot 2024-11-07 at 4.52.02 PM

      Frequently Asked Questions

      Q: Will an event admin receive a notification when a form has been submitted?

      • Event admins will not receive an email; however, they can view the results of forms by navigating to Portal > Forms > Hover over the form you are working on and clicking the button "View Results".
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      Q: Can you duplicate forms?

      • Unfortunately, forms can not be duplicated at this time.

      Q: Is there a limit to the number of forms you can create?

      • No, create as many forms as you need!