[VIDEO] Session Submission Form

00:00: Welcome to session board in this tutorial. 00:02: We'll walk you through the simple steps to create a session submission form 00:06: to collect session proposals for your upcoming event. 00:09: There are two ways to access the submission form, first from the dashboard module, 00:14: click the manage forms button, located in the center of your page. 00:19: Alternatively, you can navigate to the session's module and select forms to 00:23: create and manage your submission forms. 00:26: Within your event, a default submission form will already be available for use. 00:31: If needed, you can create additional forms by clicking, the create submission 00:35: form button. Up to a maximum of 24 can be created. 00:39: For example, you might create one form for internal speakers and 00:43: another for external speakers each with its own set of tailored questions. 00:48: To begin, click the ellipses to the right of the available form. 00:52: Within the action list, select edit to begin. 00:55: Configuring your form. 00:57: The submission form has four pages that you will need to configure. 01:01: First, let's start with the welcome screen, add an internal form name, that 01:05: will be visible to your internal team. 01:09: The external form title will be displayed at the top of the form for your submitter. 01:14: Each page includes a header to help guide the submitter through the Forum. 01:18: You're welcome to customize these headers just note that they are limited to 01:22: 15 characters. 01:24: Include key information in your, welcome message that you like submitters to keep in mind 01:28: as they complete the form, such as important dates, deadlines or 01:33: criteria you're looking for and proposed sessions. 01:37: Next is your session information page. 01:39: This page collects all details pertaining to the session being proposed such 01:43: as session title description and learning objectives. 01:47: The section title is displayed at the top of this page for submitters. 01:52: Each page includes a header to help guide the submitter through the Forum. 01:56: You're welcome to customize these headers just note that they are limited to 02:00: 15 characters. 02:02: Include any additional information. You'd like submitters to keep in mind as they complete 02:06: this section of the form. These will appear below the section title. 02:11: There are two required session Fields Title and description that must be completed 02:16: by the submitter and cannot be removed from the form by an admin user. 02:20: If you'd like these fields to appear under a different label for example, session 02:25: name, instead of the word title simply hover over the field and click the pencil 02:29: icon to edit the label You can also add help text by clicking 02:33: the blue text to the right of the field. This help text will appear beneath 02:37: the field name in the form. 02:40: The additional Fields listed in the form, can be removed and new Fields can be created 02:45: and added as needed by clicking the add question button at the bottom of the page. 02:50: When adding a question to your form, you can use an existing field by selecting its 02:54: name from the left side of the screen or create a new field by clicking create 02:58: new field in the bottom right corner. 03:02: Within the pop-up, add a field name and specify the field type whether it's 03:06: a drop-down checkbox or text box. 03:09: The field description should provide your internal team with clear details on how 03:13: the field is intended to be used. Finally, indicate the field 03:17: level event fields are accessible only within the event where they're 03:21: created, while Global Fields can be, used across all of your events. 03:25: The toggle icon to the right of a field indicates if it is required or not. 03:30: Click the ellipses icon to the right of a field to reveal additional actions. 03:36: Customized question allows you to add a field label and help text to your fields. 03:40: Use question rules enables you to apply conditional Logics? So that questions 03:45: appear based on responses to previous questions. 03:48: Edit Fields. Lets you modify the field description in any additional settings 03:52: based on the field type, for example, adding or removing options for 03:56: a drop-down field. Finally, remove from form removes. 04:00: The field from the form. Without deleting it, allowing it to be used again in the future. 04:06: Next, is your speaker information page. 04:08: This page collects all details pertaining to each individual speaker for 04:12: the proposed session such as name job title and address. 04:16: The section title is displayed at the top of this page for submitters. 04:21: Each page includes a header to help guide the submitter through the Forum. 04:25: You're welcome to customize these headers just note that they are limited to 04:29: 15 characters. 04:32: Provide credentials include any additional information, you'd like submitters 04:36: to keep in mind as they complete this section of the form, this will appear 04:40: below the section title. 04:42: Similarly, to the session information, page, the speaker information page includes 04:46: three fields that are required and cannot be removed by an admin. 04:50: First name, last name and email. 04:53: We highly recommend utilizing as many standard Fields as possible before 04:57: creating new fields, You can view all of the standard Fields Available 05:01: to You by selecting the add question button at the bottom of the page. 05:06: When you hover between any two Fields, a blue line will appear. 05:10: Click the plus icon on the left to add a section header Rich, text box 05:14: or divider line. These additional formatting options. 05:18: Allow you to better organize your Fields as well as share additional information. 05:23: Lastly are your form settings. Set a closed date for your form 05:27: to specify the deadline for accepting new submissions or updates to existing 05:31: submissions. 05:34: When a close date is applied, you can enable reminder emails to be sent to 05:38: submitters who have draft submissions in progress. 05:41: Reminder, emails will be sent five days and one day before the form close 05:45: date. 05:47: Using the drop-down list, select admin users, who should receive an email notification 05:51: when a new session is submitted or when edits have been made to existing sessions, 05:57: Set a speaker limit to Define how many speakers can be associated with a submission 06:01: up to a maximum of 15. Admins can assign more than 06:05: 15 speakers to a session from the back end if needed. 06:10: Set a limit for the number of times, someone can submit a session proposal. 06:15: Customize the message body within the confirmation email that will be sent to submitters. 06:19: Once the form is completed. 06:22: Once a session has been submitted, the submitter will see a success message on their screen. 06:27: Customize this message to communicate. 06:29: Any next steps? 06:31: Once you've finished configuring your form, click the orange, save button to apply 06:36: and save all changes. 06:38: To preview your form, select open from the form action list. 06:42: The form will open in a new tab. 06:45: Congratulations. You have successfully created your submission form, you 06:49: can now begin collecting session, proposals by sharing the Forum link If 06:54: you have any questions, feel free to reach out to our support team. 06:57: Thank you for choosing session board.