Get started with Sessionboard Marketing

You opened the Help Center from Sessionboard Marketing, so the sidebar and search show only the guides that apply to it. To read about the rest of the platform, choose All of Sessionboard at the top of the sidebar.

Note

These guides were written for the whole Sessionboard platform. A menu path in a guide can name a place that sits somewhere else in your workspace. If you can’t find it, use Ask in the product, or contact us.

Why use it

Sessionboard Marketing and Learning bring event promotion, audience engagement, and continuing education into one workspace. Marketing lets you run field events and webinars, score every contact’s engagement across all your channels, and turn recordings into shareable content — without stitching together separate tools. Learning adds structured plans, credits, certifications, and learner transcripts so your audience can earn and prove credit directly from your event content.

Promote your event

Advocacy campaignsGive participants, sponsors and exhibitors a branded share card and a tracked link, then see who shared and what it brought.

Advocacy embedsPut participant, company and attendee cards on your own website.

Rewards and resultsMilestones, contests and results by channel and advocate.

Advocacy for attendeesGive attendees a branded 'I'm attending' card and a tracked link.

Team campaignsScheduled posts for your sales, membership and marketing teams, by Slack, Microsoft Teams and email, in the same Campaigns list as Advocacy.

Content planTurn one session or topic into a scheduled content calendar.

Run field events and webinars

Run webinars from SessionboardPlan here, run on Zoom, Goldcast, ON24 and more, and get attendance and the recording back.

Post a webinar as a LinkedIn EventPublish the webinar where your audience already is.

Follow up after a webinarBring the recording into Media and send every attendee and no-show a recap.

Turn recordings into content

Live TranscribeCapture sessions as they happen, with transcripts, summaries and recap drafts.

Media libraryEvery recording, with a transcript, chapters, suggested clips and quotes.

ClipsShort videos for social, cut from your recordings.

Quotes libraryQuotable lines from your transcripts, attributed, ready for posts and quote cards.

RecapsAn event report, daily debriefs and per-session recaps you edit and publish.

PostsEverything you drafted in Create: LinkedIn posts, blogs and carousels.

Publish pages and galleries

Site builderDesign and publish a site: layouts, templates, color schemes and pages.

Content galleriesA hosted, searchable library of your recordings, clips and documents.

Brand kitsYour logos, colors, fonts, voice and posting rules in one place.

Connect your apps

App marketplaceWhat connects to Sessionboard and how.

Zoom WebinarsPublish webinars to Zoom and bring back attendance and cloud recordings.

Connect AI assistantsWork in Sessionboard from Claude, ChatGPT, Copilot or Gemini.

Connect SlackAsk Sessionboard from Slack and get your notifications there.

Learn by watching

These guides each open with a training chapter you can watch first:

• What is Sessionboard Marketing?: the Marketing overview.
• Advocacy campaigns: share cards, tracked links and results.
• Team campaigns: scheduled posts for your own team.
• Content plan: one session, a month of posts.
• Media library: bring recordings in and work the transcript.
• Clips: quotes and clips from a recording.
• Live Transcribe: capture sessions as they happen.
• Run webinars from Sessionboard: plan here, run on your platform.
• Site builder: publish what you have.
• Connect AI assistants: Sessionboard from your assistant.

Get help

Contact usWho to ask, and how.