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Release Notes
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Product Roadmap
API Documentation
Sessionboard Knowledge Base
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Advice and answers from the Sessionboard Team
Feature Overview Guides
Feature Overview Guides
Sessionboard Overview
General
Create Custom Reports
Importing Data
Module Table Views
Exporting Data
Bulk Edit Fields
Event Images & Dimensions
Subscribe To Feed
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Event Settings
Event Details & Record Settings
Email Templates
Settings - Submission Form (enabled upon request)
Settings - Portals (enabled upon request)
Language Variant (enabled upon request)
Studio (powered by AI)
Remix Session & Speaker Content
AI Agenda Builder
AI Evaluations
Speaker CRM
ADD ON: Speaker CRM Overview
Speaker CRM: Set-Up & Best Practices
Inviting Organization Team Members
Speaker CRM: Contact Fields
Speaker CRM: Advanced Search
Speaker CRM: Segments
Speaker CRM: Communications
Speaker CRM: Add Contacts To An Event
Speaker CRM: How to Merge Duplicate Contacts
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Event Team Access & Permissions
Invite & Manage Event Team Members
New User Login Instructions
Reset Password (User Instructions)
Emails & SMS Messages
Create & Send Emails
Automated/System-Generated Emails
SMS Messaging
History (Emails, SMS, & Audit)
ADD ON: Custom Email Domain
Portal
Starter Guide: Portals 101
Create Custom Portals
Create & Assign Tasks
Create & Assign Portal Forms
Collect Documents/File Requests
Create & Share Wiki Pages/Resources
Upload & Share Portal Files
Inviting Users To The Event Portal
Assigning Tasks to Contacts and Groups (Including Bulk Assignments)
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Contacts Module
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
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Speakers
Create & Assign Speakers
Session Speaker Acceptance
Sessions Module
Create a session submission form
Create a Session
Draft Submissions
Accept or Decline Submissions
Session Settings
Build and manage your agenda
Agenda & Speaker Embeds
Conflict Detection
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Subsessions
Viewing Subsessions Within the Agenda
Converting a Session to a Subsession
Create A Subsession
Reverting A Subsession Back To A Parent Session
Session File Management
Editing Uploaded Files in Sessionboard
Enable, Upload, & Download Files
Exhibitors/Sponsors
Create Sponsor Groups & Contacts
Sponsor Intake Form
Exhibitor Intake Form
Create Exhibitor Groups & Contacts
Sponsor Tiers
Evaluations
Create & Manage Evaluation Plans
Evaluation Summary
(Evaluators) How To Evaluate Sessions
Applications
Create Applications
How to edit my application?
Documents
Create Documents
