Advice and answers from the Sessionboard Team

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Advice and answers from the Sessionboard Team

Feature Overview Guides

Feature Overview Guides

Sessionboard Overview

New Client Onboarding Checklist

Branding Assets & Dimensions

Event Settings

Language Translation/Variant

Portal Settings

Submission Form 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

Automated Emails

ADD ON: Custom Email Domain

Creating & Sending Emails

Email Templates

Email & SMS History

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Portal

Create & Assign Portal Forms

Configure & Customize Portals

Create & Share Wiki Pages

Create & Share Files

Collect Documents/File Requests

Create & Assign Tasks

Inviting Users To The Event Portal

Creating Custom Portals

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People Module

Contact Profile Overview

Contacts Module Overview

Adding existing contacts to a new event

Changing A Contact's Email Address

Add & Delete A Contact

Create & Assign A Session Submitter

Add A Moderator & Chairperson

Additional Contacts

See more

Sessions Module

Create a session submission form

Creating A Session Manually

Session Settings

Build and manage your agenda

Agenda & Speaker Embeds

Accept or Decline Submissions

Conflict Detection

See more

Session Content Management

Enable, Upload, & Download Content

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

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General

Importing Data

Dashboard Views

Sponsor/Exhibitor Profile Form

Creating Custom Reports

Exporting Data

Subscribe To Feed

Bulk Edit Fields

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Evaluations

(Evaluators) How To Evaluate Sessions

Create & Manage Evaluation Plans

Exhibitors/Sponsors

Create A Sponsor & Exhibitor Intake Form

Sponsor Intake Form

Sponsor Settings

Exhibitor Intake Form

Adding Sponsor Groups & Contacts

Adding Exhibitor Groups & Contacts

See more

Subsessions

Viewing Subsessions Within the Agenda

Reverting A Subsession Back To A Parent Session

Create A Subsession

Converting a Session to a Subsession

Speakers

Creating & Assigning Speakers