Assign Speakers in the Event App

Speakers can be added to a session. When a speaker is assigned to a session the user is automatically added to the speaker team. Speakers have special permissions in the app and need to be associated to agenda sessions to limit these permissions appropriately. For this reason, a user cannot be added to the speaker team in Users & Team Section of the admin portal.

Once a speaker is assigned, he/she will be included in the Speaker section of the Event Directory. The speaker's profile will list the sessions for which he/she is assigned.

For more on speaker permissions go to the Audience Polling and/or User Portal for Speakers, Exhibitors, and Sponsors HELP articles.

Assign a Speaker to a Single Session

Speakers can be added to a session in the Agenda > Manage Sessions section.

Manage Sessions:

Select the Speaker action button (microphone) next the session of interest. Note, you must first create a session and THEN you can add the speaker/s.

From the session speakers page, you can:

1. Delete a current Speaker by selecting the delete icon “x”
2. Edit a current Speaker’s speaker label or highlight/unhighlight a speaker as special.
3. Add a new speaker to the session. Fill in the Add speaker form and then tap the Add Speaker button. Note: If your speaker is already a user in the event, you can simply start typing the user’s name or email into the 'Search for users here...' field for an auto populated list to appear. 

Assign Speakers During Agenda Session Upload

Go to the Agenda > Upload Sessions in Admin to get started.

For the session uploader to work properly, use our Excel example file to layout your data. This should have been sent in your welcome email or can be downloaded directly from the admin portal by clicking the green link in the Uploader description.

For detailed instructions on uploading sessions, please refer to the Agenda & Sessions HELP article.

You can upload your sessions with speakers during your initial sessions upload or you can upload the speakers at any time later. The key is the ability to identify the session and speaker accurately in your upload CSV file. NOTE the only file format accepted during upload is a comma separate value (CSV).

Fields in your CSV File

1. Session Identifier: one or more of the below fields can be used to identify the session
   • a. Your Session ID: this must be unique for each record in the csv file.
   • b. Our Session ID: if the sessions already in the admin area you can download the sessions to reference Our Session ID.
   • c. Title: Your session title should be unique to your session. If you choose to use only the “title” as your identifier for the session, note that all sessions with that title will be assigned the speaker. To limit the sessions assigned, include session IDS or use unique session titles (i.e.: Session Review 1, Session Review 2, etc.)
2. Speaker Email: this field is required. If you have already added or uploaded the speaker profile information in the Users & Teams section, you can simply add the email field and no additional identifying information (IE: name, title)
3. Speaker First Name
4. Speaker Last Name
5. Speaker Company/Organization
6. Speaker Title
7. Speaker Special
8. Speaker Type: Defaults to Speaker but can be changed “Emcee, Panelist, etc.

You can repeat above fields 2 – 8 as columns in your file in accordance to the number of speakers you may have. For example, if your panel session has 4 speakers assigned, then in your file you would repeat the speaker columns 4 times.

Example CSV File for upload: accommodates 2 speakers for each session record

In the above example, if the speakers already have user records in the app and the sessions already have been added to the admin portal as well, you could upload only column A and column N and column S to assign speakers to the sessions.

Once you have your session speaker assignment CSV file, ready follow the instructions on Session Upload page to upload the file.

For detailed instructions on the upload process, please refer to the Agenda & Sessions HELP article.