Speaker: Add, Edit, or View (in Speaker and Session Management)

(event) > Manage >  Speakers and Sessions > Speakers > Add New
or (event) > Manage >  Speakers and Sessions > Speakers > (Edit a Speaker)

or (event) > Manage >  Speakers and Sessions > Speakers >  ( View a Speaker)

Jump to:
|| Introduction  ||  Read / Edit  ||  Personal info  ||  Contact Info  ||  Social Info  ||Additional Detail  ||  Sessions  ||  Custom Data  ||  See Also  ||

Introduction

• Add Speaker – This pop-up window opens when you click Add New on the  Speakers and Sessions Speakers" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Speakers page.
  Details are blank.
  You enter the required details, and Save.

• Edit Speaker – This almost identical version opens when you click  under Actions for an existing speaker's record in the Speaker List panel on the same  Speakers and Sessions Speakers" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Speakers page.

• View Speaker – This version opens when you click  under Actions for a speaker's record in the same Speaker List panel.
  You can only view details, not edit them, unless you switch to edit mode.

 Video: Adding a Speaker

Read/Edit and Sessions buttons (at top right)

When you edit or view an existing speaker record the page includes these three buttons (at top right).

They're not present when you're adding a new record.

• Read – Switch from "edit" mode to "read-only" mode, in which  you can't edit any details.

• Edit – Switch from "read-only" mode to "edit" mode, in which you can edit the speaker's details.

• Sessions – Open a panel with details of each the speaker's sessions; see Sessions below.
  The number on the icon is the total number of their sessions (5 in the example here).

Details

The fields for each speaker are in the following panels, where the labels are largely self-explanatory:

Personal Info, Contact Info, Social Info, Additional Detail, Sessions, Custom Data

Personal Info

• Prefix (Dr., Mr., Ms., etc.), • First Name (Required), • Middle Name , • Last Name (Required), • Suffix (MD, PhD, etc.)

• Profile Picture – Optionally, click Browse to upload a head-shot photograph.
  Recommended: A high-resolution, square photograph, at least 60x60 pixels, so that it is clear wherever used.
  Maximum size: Image cannot be larger than 600px x 600px, or 4MB.
  Recommended maximum width: 150px.

• Speaker Type – Select the speaker's Speaker Type from the list set up for the event on the Speakers page from which this pop-up window opened.
  Note: If any speaker types have been set up for the event, the selection defaults to the one set as the Default on Speaker Types, and the field is required.

• Gender – (Male or Female, or no value)

• Badge Name – Name exactly as it should appear on a name badge, usually created on Manage > Badges and Barcodes > Badges.

• Organization

• Email (Required)

• Position – Position or job title in organization

• Username – (Required) The speaker's unique user name, used (with their Password) to access the speaker portal.
  Note: Must be unique in the account. The Speaker record has an associated Profile record, and all profile Usernames are unique.

• Password – The password the speaker uses (with their Username) to access the speaker portal

• Date of Birth – Use the calendar to select the date, or enter it in mm/dd/yyyy format

• Rank –  An optional number determining the speaker's position in a list of speakes. (Default: blank, Possible values: 1–1000 )

Contact Info

• Phone, Mobile, Fax – Contact numbers

• Web Address – URL for speaker's website

• Address Line 1 / 2, City, Postal Code, State, Country – The speaker's contact address

Social Info

• Facebook – URL for speaker's Facebook account

• Google+ – URL for speaker's Google+ account

• LinkedIn – URL for speaker's LinkedIn account.

• Must be fully qualified (using the https:// or http:// prefix).

• Example: https://www.linkedin.com/in/examplespeakername

• Maximum length: 2000 characters

• Twitter – The speaker's Twitter handle

Additional Detail

Click the downwards arrow in the heading bar to expose these extra fields:

• Bio – Enter the speaker's biographical information, using the WYSIWYG editor.

• Notes – Enter any internal notes about the speaker, using the WYSIWYG editor.

• Speaker Agreement – Click Browse to upload a speaker agreement document.
  Click the file name link to view the uploaded file, or  to delete it.
  Warning: You can only upload one agreement document per speaker. If you upload a second one, it will overwrite the original!

Sessions

Click the  sessions icon at the top of the page to open a panel there for each of the speaker's sessions.

Details listed for each session:

Session Name, Status, Type, Track, and Level,

plus a list its scheduled instances (with dates and times).

Mouse over the  info icon for a scheduled instance to see its Capacity and the numbers Registered and Waitlisted.

Q: How do I schedule sessions?
A: In the SCHEDULER view on the  Speaker and Sessions Sessions" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Sessions list page,
     or when you edit a session on Add/Edit Session.

Custom Speaker Data

Click the downwards arrow in the heading bar to list Speaker Custom Fields to which you can assign values for this speaker.

Custom fields are set up for the event on Manage > Speakers and Sessions > Setup > Custom Fields.

See Also

• List of Speaker and Session Management documents, videos, and help topics