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

Set up Event Details

Portal Settings

Language Variant

Submission Form Settings

Event Team Access & Permissions

New User Login Instructions

Unlock Event Users

Reset Password (User Instructions)

Invite & Manage Event Team Members

Emails & SMS Messages

Email Templates

ADD ON: Custom Email Domain

Creating & Sending Emails

History (Emails, SMS, & Audit)

Automated/System-Generated Emails

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

Subscribe To Feed

Exporting Data

Bulk Edit Fields

Importing Data

Creating Custom Reports

Module Table Views

Assigning Tasks to Contacts, Groups, or Sessions (Including Bulk Assignments)

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Evaluations

(Evaluators) How To Evaluate Sessions

Create & Manage Evaluation Plans

Exhibitors/Sponsors

Adding Exhibitor Groups & Contacts

Adding Sponsor Groups & Contacts

Sponsor Settings

Exhibitor Intake Form

Sponsor Intake Form

See more

Subsessions

Reverting A Subsession Back To A Parent Session

Viewing Subsessions Within the Agenda

Create A Subsession

Converting a Session to a Subsession

Speakers

Creating & Assigning Speakers

Documents

Creating Documents