Advice and answers from the Sessionboard Team
Return to Sessionboard
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2024 Release Notes
Frequently Asked Questions
Feature Overview Guides
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Emails & SMS Messages
Portal
People Module
Sessions Module
Session File Management
Applications
Speaker CRM
General
Evaluations
Exhibitors/Sponsors
Subsessions
Speakers
Documents
Understanding Sessionboard Terms & Roles
Portal Users
Portals (Legacy)
Portals (Pro)
Integrations
Video Resources
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Advice and answers from the Sessionboard Team
Feature Overview Guides
Product Release Notes
2024 Release Notes
Frequently Asked Questions
Feature Overview Guides
Event Settings
Event Team Access & Permissions
Emails & SMS Messages
Portal
People Module
Sessions Module
Session File Management
Applications
Speaker CRM
General
Evaluations
Exhibitors/Sponsors
Subsessions
Speakers
Documents
Understanding Sessionboard Terms & Roles
Portal Users
Portals (Legacy)
Portals (Pro)
Integrations
Video Resources
Feature Overview Guides
Sessionboard Overview
New Client Onboarding Checklist
Event Images & Dimensions
Event Settings
Submission Form Settings
Language Variant
Portal Settings
Set up Event Details
Event Team Access & Permissions
Invite & Manage Event Team Members
Reset Password (User Instructions)
Unlock Event Users
New User Login Instructions
Emails & SMS Messages
History (Emails, SMS, & Audit)
Automated/System-Generated Emails
Creating & Sending Emails
ADD ON: Custom Email Domain
Email Templates
SMS Messaging
See more
Portal
Starter Guide: Portals 101
Creating Custom Portals
Create & Assign Tasks
Create & Assign Portal Forms
Collect Documents/File Requests
Create & Share Wiki Pages/Resources
Create & Share Portal Files
Inviting Users To The Event Portal
See more
People Module
Contacts Module Overview
Understanding the Contact Profile in Sessionboard
Add & Delete A Contact
Adding existing contacts to a new event
Create & Assign A Session Submitter
Add A Moderator & Chairperson
Additional Contacts
Updating a Contact’s Email Address vs. Portal Username
See more
Sessions Module
Create a session submission form
Creating A Session Manually
Draft Submissions
Accept or Decline Submissions
Session Settings
Build and manage your agenda
Agenda & Speaker Embeds
Conflict Detection
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Session File Management
Enable, Upload, & Download Files
Editing Uploaded Files in Sessionboard
Applications
Create Applications
Speaker CRM
ADD ON: Speaker CRM Overview
CRM Set-Up & Best Practices
CRM Contact Fields
CRM Advanced Search
CRM Segments
CRM Communications
CRM Add Contact(s) To An Event
How to Merge Duplicate Contacts in the CRM
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General
Module Table Views
Creating Custom Reports
Importing Data
Bulk Edit Fields
Exporting Data
Subscribe To Feed
Assigning Tasks to Contacts, Groups, or Sessions (Including Bulk Assignments)
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Evaluations
Create & Manage Evaluation Plans
(Evaluators) How To Evaluate Sessions
Exhibitors/Sponsors
Sponsor Intake Form
Exhibitor Intake Form
Sponsor Settings
Adding Sponsor Groups & Contacts
Adding Exhibitor Groups & Contacts
See more
Subsessions
Converting a Session to a Subsession
Create A Subsession
Viewing Subsessions Within the Agenda
Reverting A Subsession Back To A Parent Session
Speakers
Creating & Assigning Speakers
Documents
Creating Documents