Speaker Catalog Designer

How to set up a Speaker Catalog in an event that has Speaker and Session Management and its Conference Sessions sub-module enabled.

Jump to: || Add || Edit || See Also ||

Introduction

Setting up a Speaker Catalog is very similar to  setting up a Session Catalog. If you're familiar with one, you'll feel at home with the other.

Each involves using the relevant  Catalog Designer, which opens in a new browser window.
This looks and feels different to the rest of Certain Platform.
It may take some getting used to, but we think you'll like it.

You can have multiple Speaker Catalogs in an event. and can use them whether your event is digital or in-person.

Adding and Editing a Speaker Catalog

Adding a New Catalog

1. Go to Manage > Speakers and Sessions > Catalog List

2. Click Go to Catalog List on that landing page

3. At the top of the list, click Add a Catalog 

4. Enter a Catalog  Name

5. Select the Catalog Type: 'Speaker Catalog'

6. Copy Style and Header from – Available if there are any existing catalogs.
   If you wish to, select another catalog to copy style and header from. This helps maintain consistency across catalogs.

7. Save

8. Your new catalog appears in the Catalog List.

9. Edit the catalog, as described next.

Editing a Catalog

Best Practice: When editing a newly added catalog, click Save & Next to step through the setup pages. But when editing a saved catalog, you can select the pages and tabs to edit just those elements. 

Note: At any stage you can click Preview to preview the catalog in a new browser window.

1. If adding a new catalog you've just added, proceed to Step 3

2. If editing a configured catalog, go to Manage > Speakers and Sessions > Catalog List.

3. Click   in the Actions column to edit the catalog.

4. The Certain Speaker Catalog Designer opens in a new browser window.

5. The first page is Define Layout.

6. It has two tabs: Page Elements and Theme.

7. You land on Page Elements, as described next.

Define Layout > Page Elements tab

1. Observe the central illustration of page elements, displayed from top to bottom in this order:

   1. Header (edit on the Design Elements page described below)

   2. Featured Units (edit in Step 2)

   3. Basic Unit (edit in Step 3)

   4. Footer (edit on the Design Elements page described below)

2. Under Featured Units  on the left, select one of the three illustrated options to determine how the catalog should display  featured speakers:

   1. Cards

   2. List or Single 

   3. None

3. Under Basic Units  on the right, select one of the two illustrated options to determine how the catalog should display speakers othern than featured speakers:

   1. Cards

   2. List 

4. Click Save & Next to proceed to the Theme tab

Define Layout > Theme tab

1. Several out-of-the-box Themes are displayed,

2. The selected Theme is highlighted.

3. Select a different Theme by clicking Use,
   or click Customize to create a new "Custom Theme" based on that one.

4. Click Save & Next to proceed to the Design Elements page.

Design Elements – Page Elements panel

1. The Design Elements page has one panel  on the left: Page Elements, as described here.

2. The larger panel on the right is where you edit whichever page element you select on the left

3. Click any of the elements on the Page Elements illustration on the left to edit it in the panel that opens on the right,
   (The default element is the header.).

4. You can Save that element and select another one on the left, or step through them all by clicking Save & Next.

5. You can hover over an element in the illustration to see its name. This is the order (top to bottom) in the illustration, and in which you edit them if you click Save & Next.

6. Edit Header

7. Edit HTML (below header)

8. Edit Tabs

9. Edit Featured Speaker Layout

   • When editing this, you choose a template, and edit its elements.

10. Edit General Speaker Layout

    • When editing this, you choose a template, and edit its elements.

11. Edit HTML (above footer)

12. Edit Footer

13. Speaker Sessions – Select and configure the template used to display the Speaker and their Sessions.

14. Additional Settings– Insert scripts or CSS references separately into the DOM header and DOM footer.

When you've configured the design elements, click Save & Next to proceed to the Data page, where you can select featured speakers,

Data – Details panel

1. Featured tab – Select up to 20 featured speakers, if the design includes displaying featured speakers.

2. General  tab – Define:

   1. Default Filters, e.g. by Speaker Type

   2. Grouping, e.g. by Speaker Type

   3. Sorting   e.g. by Speaker Last name

   4. Grouping Style – Font Color, Style, and Size for the top level of grouping.

Final step: Save & Preview

See Also

• Catalog List

• Session Catalog

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