Feature Overview Guides
Event Settings
Event Team Access & Permissions
- New User Login Instructions
- Reset Password (User Instructions)
- Unlock Event Users
- Invite & Manage Event Team Members
Emails & SMS Messages
- SMS Messaging
- ADD ON: Custom Email Domain
- Automated/System-Generated Emails
- Creating & Sending Emails
- History (Emails, SMS, & Audit)
- Email Templates
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
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
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
Session File Management
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
General
- Assigning Tasks to Contacts, Groups, or Sessions (Including Bulk Assignments)
- Creating Custom Reports
- Importing Data
- Module Table Views
- Exporting Data
- Bulk Edit Fields
- Subscribe To Feed
Evaluations
Exhibitors/Sponsors
- Adding Sponsor Groups & Contacts
- Sponsor Intake Form
- Exhibitor Intake Form
- Adding Exhibitor Groups & Contacts
- Sponsor Settings
Subsessions
- Viewing Subsessions Within the Agenda
- Converting a Session to a Subsession
- Create A Subsession
- Reverting A Subsession Back To A Parent Session