Get started with Sessionboard Marketing
Sessionboard Marketing fills your events and webinars and turns them into content. You say what you want to happen; Sessionboard drafts the page, the campaign or the clips, and you check it before anything goes out.
Why use it
Section titled “Why use it”Sessionboard Marketing brings together content creation, distribution and event promotion in one workspace. The Add to Marketing catalog lets you decide which capabilities — Clips, Posts, Advocacy, team campaigns and more — appear in your sidebar and throughout the workspace, so your team sees only the tools they actually use. The focus question at sign-up means new members start with a workspace shaped around their goal rather than every available feature.
Sign up
Section titled “Sign up”Say who it's for
On Start Sessionboard Marketing, type your company or organization, or paste your website, and confirm the match. No website, or it isn’t found? Select We don’t have a website and carry on with the name you typed.
Pick your role
Choose the role closest to yours, such as Event marketing or Membership.
Say what brings you here
If your sign-up link didn’t already say, you’re asked What brings you to Sessionboard Marketing? Pick the one that matters most, or A bit of everything. See Start from what you came for.
Tell us about your next event
Paste its page or Zoom link, or describe it, for example “Data Summit, March 12, in Boston”. A city means it’s in person, so you aren’t asked again. You see a preview of what Sessionboard would make for it.
Confirm your work email
Enter your work email. We email you a link and a 6-digit code: select Continue setting up in the email, or type the code. Either one works once, for 15 minutes. There is no password. Personal email addresses are not accepted. Or select Continue with Google or Sign in with Microsoft, when you see them, and use your work account.
Say what you want done
Pick as many goals as you like, such as Get speakers sharing, Hit a registration number or Turn talks into clips, then the systems you already use. The goals that match what brought you here start picked; unpick any you don’t want. You can invite the people on stage now or skip it.
Start your trial
Select Open your workspace. You start a 14-day trial of the Growth plan, with no card needed.
Start from what you came for
Section titled “Start from what you came for”Your Marketing opens on the job you came for, not on everything at once. A sign-up link from our website can name that job for you; otherwise you pick it during sign-up, under What brings you to Sessionboard Marketing?
| What brings you here | Your sidebar starts with |
|---|---|
| Get speakers and sponsors sharing | Speakers and sponsors sharing and Your team sharing |
| Fill my webinars | Webinars, Event pages, Speakers and sponsors sharing and Apps |
| Run field events | Field events and Event pages |
| Market my conference | Registration goals, Speakers and sponsors sharing and Event pages |
| Turn talks into content | Clips and posts |
| A bit of everything | Speakers and sponsors sharing, Event pages and Clips and posts |
Each goal you leave picked when you say what you want done is added as well, for example Collect video testimonials adds Video testimonials.
Fill my webinars keeps your own Zoom, Goldcast, ON24 or Teams: Sessionboard fills each webinar and works with the recording, and your webinar tool runs it.
Everything else is one click away. Select Add more, after the last section in the sidebar, to open Add to Marketing: every card is on your plan, adding one is free, and removing one deletes nothing. You can also tell Ask, for example “Add Podcast to Marketing”. See Add more to Sessionboard Marketing.
Sign in
Section titled “Sign in”There is no password. Go to Sign in to Sessionboard Marketing, enter your work email and select Email me a sign-in link. Open the email and select Sign in, or type the 6-digit code on the page. The link and the code work once, for 15 minutes. If your email opens the link for you, it asks you to select Continue as your address first, so the link is still good when you get to it.
Or select Continue with Google or Sign in with Microsoft, when you see them, and pick your work account. The first time you use one with an account that already exists, we email you a 6-digit code to confirm it’s you; after that, it signs you straight in. Two-step sign-in still applies when your team uses it.
If you set a password for this account before, it no longer signs you in here: use the emailed link, the code, Google or Microsoft. An account that also works in Sessionboard’s platform keeps its password, and an account whose company uses SSO keeps that sign-in.
To change the language of the sign-up and sign-in pages, select the globe at the top right: English, Français, Deutsch or Español. A new account is made in that language, and the sign-in email is written in it.
Two-step sign-in for an account that signs in by email uses an authenticator app or a passkey, not emailed codes, because the sign-in email already goes to that inbox. If you turned on emailed codes before, you keep them.
Creating a workspace means agreeing to Sessionboard’s Terms of Service and Privacy Policy. In the EU, the EEA, the UK and Switzerland you tick a box to agree, and the Data Processing Addendum is included. A teammate you invite agrees the first time they sign in.
Set up with Ask
Section titled “Set up with Ask”Home is a conversation with Ask. The first time, it asks a few quick questions about your next event: what kinds of events you run, how many people come, and Where do people register? If people register on another platform, such as Cvent or Eventbrite, paste its registration link: your event page’s Register button opens it.
Then Ask suggests the tools for that event and walks you through them one card at a time, such as speaker sharing, the event page, recordings, team posting, attendee follow-up, results and your apps. You see the cards for what’s in your sidebar; add more and their cards join. Each card has one button that does the job, and Skip for now if you’d rather come back to it. When you are done, select Take me to my workspace.
Last, and optional: give the three robots who did the work a name, a hat and an outfit, or keep them as they are. Your whole team sees them.
After setup, Home asks What do you want to happen? Type it in your own words, paste a link, or start from one of your events.
Invite your team
Section titled “Invite your team”Select Invite teammates at the bottom of the sidebar and enter their emails. They sign in with the link or code we email them, or with Google or Microsoft. There is no password. Once a teammate joins, everyone on the team sets up two-step sign-in.
Find your way around
Section titled “Find your way around”The sidebar always has Home, Events, People, Results and Brand. Campaigns, Goals, Content, Pages and Apps appear once you’ve added something that lives there, and Add more, after the last section, opens Add to Marketing for the rest. A section you haven’t added still opens from a link, with a line on top to add it. Every section can be run from Ask. The rail on the right has Ask, Learn, Help and Wish.
Switch apps. The nine-dot button next to the Sessionboard logo lists every Sessionboard app: Platform, Sessions, Awards, Learning and Marketing. The apps your organization has open in one select. The others open a page about the app, where an admin can add it with a 14-day trial and no card, or book a demo of the platform.