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

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

See more

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

See more

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)

See more

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