Session Section Detail (Registration Form)

Access: (Event) > Plan > Forms > (form) > Sessions > Add New

(Event) > Plan > Forms > (form) > Sessions > Edit

Jump  to:  ||  Introduction ||  Waitlisting  ||
||  Session Section  ||  Session Template  ||
||  Display Conditions  ||  See Also  ||

Introduction

This page is where you set up the details of a Sessions section for a registration form.

It is displayed when you click Add New, or Edit on the Forms > Sessions page.

It includes the session section details listed below: Section Header, Session Section, Session Template, and Display Conditions.

See the Forms > Sessions help topic for an overview. This describes the workflow, including setting up Session Section Templates and a Speaker Template, and customizing Session Section Display Options.

You can configure up to 30 Session Sections in a form.

Each Session Section includes sessions of one or more session types, and may be configured with display logic to determine whether the section is displayed.

In the form the attendee can add to their schedule any of the scheduled instances of the sessions (of those types) that have been published for their attendee type . (See Manage > Speakers and Sessions > Sessions .)

Caution: A Sessions section must therefore always come after the Attendee Type section in the form, so that the form can list the correct sessions.

NOTE about overlapping sessions: A registrant cannot select sessions whose times overlap, unless the event has the option to "Allow Overlapping Sessions for Registrations" set under 'Speaker and Session Management' on Plan > Configure > Options.

Each Session Section must be based on a Session Template, which determines the dynamic fields and text shown.

You set the Session Display Options, such as customizable labels and filters, just once for all Session Sections in the form.

Waitlisting

You do not configure waitlisting for sessions at the form level. You set the Waitlist Inventory for a session on Manage > Speakers and Sessions > Sessions

The form shows an Add to Waitlist button, instead of an Add to Schedule button, when a session has reached its maximum capacity, and there are fewer waitlisted attendees than the maximum allowed (that is, the Waitlist Inventory).

Section Header

Text to appear above the session section on the form. It labels the section for the attendee, and typically includes additional instructions or information.

• Text Above Header – Displayed above the header bar, at the top of the section.

• Header Text – Displayed in the header bar (in a contrasting color). Example: "Sessions".

• Text Below Header – Displayed directly below the header. Typical: further instructions about selecting sessions.

• Formatting: The text in any of the three fields can be plain text, but may also include HTML tags. Or you can click the </>.icon below the lower right corner of the text box to edit the text in an HTML editor, which opens in a separate pop-up window.

• No Header: If all the fields in the Section Header area are left blank, no header is shown for the section when the attendee views the form.

Session Section

 Video: Creating Session Sections (2 min.)

• Name – (Required) The name the planner sees when adding session sections to the form on Plan > Forms > Setup.

• Type(s) – Select one or more Session Types. (Required if no Session Instance Date(s) selected.)
  These include the standard types—Keynotes, Hands-On Labs, Breakout Sessions, and Interactive Sessions—and any added for the event on Manage > Speakers and Sessions > Sessions.
  The form section will include only sessions of the selected type(s). For example, you might show Keynote sessions in a section of their own.

• Session Instance Date(s) – Select one or more of the dates on which instances have been scheduled. (Required if no Type is selected.)
  The form section will include only sessions scheduled for the selected date(s). For example, for a two-day event you might have one session section for Friday's sessions, and another for Saturday's.
  
  Note: All the criteria you set in those Type(s) and Session Instance Date(s) fields are treated as "OR" criteria. For example, all sessions that are Keynotes or scheduled for November 22, 2022.

• Group By – Optionally select a field to group sessions by: Start Date, Start Time, Type, Location, or Track.
  You should then select a Style to determine the text appearance: Title, Subtitle, Highlight, Error, Header, Subheader, Text, or Fine. (Default = Title.)
  Click  to add another field grouping, which will be applied after the previous one.
  Click  to delete a field grouping that was added. (You can't "delete" the first one. You can just change its selection back to "group by)".)

• Group Selection – 

• • Choose one of two ways for a registrant to select sessions in a group:
    • Allow multiple Session choices within a group.
    • Allow only a single choice within a group.

• Group Requirement – 

• • Apply to Group – Select the grouping to which the Min and Max apply, from these options:
    Start Date, Start Time, Type, Location, or Track.
    Note: This does not have to be the same as the Group Selection. For example, Group By could be set to "Track", but the Min and Max could apply to "Start Date".

  • Min – The minimum number of selections the attendee must make in the grouping selected under Apply to Group. (Zero = no minimum required.)

  • Max The maximum number of selections the attendee may make in the grouping selected under Apply to Group. (Zero = no maximum applies.)
    
    Note: To customize the error messages for these limits, click Display Options (on the Forms > Sessions List page from which you opened this Detail page) .

Session Template

• Session Template Name – (Required) Select the session template that will determine the content of the form section.
  The list to select from is as set up in the List of Session Templates on the Forms > Sessions page.
  The template Body content is displayed for illustration.

Session Display Conditions

Select one of these two options:

• Always display – If selected, the section will always be displayed on the form. No logic affects the display.

• Display ONLY if these conditions are met – If selected, enter the conditions to determine whether the section will be displayed.
  This is like a Logic Rule you would configure in a Logic section, but is built into the form section itself.

• Details of Section Display Conditions

See Also

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

•  Video: Adding Session Sections to Your Form (1.5 min.)