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The Session Submission Form is the speaker's first interaction with Sessionboard. The primary function of this form is to collect information about their session as well as the potential speaker(s). Completing this form will result in creating a submission and speaker record for the admin to view within their dashboard.
Note: Event Admins can create up to 20 session submission forms. Speakers who are submitted for multiple sessions on multiple forms will be linked back to the same contact in Sessionboard. If using the same fields, the information will be updated across the contact so you don’t have to worry about duplicates and outdated details.
How to create a submission form
Within your dashboard, select the blue "Manage Forms" button.
2. By default, Sessionboard creates the first submission form that you can edit. Hover over the submission form and select "Edit".
3. Edit the four sections that comprise the submission form: Welcome Screen, Session Information, Speaker Information, and Form Settings.
Welcome Screen - Introduction to the event. This is the first screen a user will see when they access your submission form. Event admins can create a custom welcome message with basic text box functionality.
Session Information - Collect information about the submitted session by adding a page title, page description/instructions, as well as questions to collect data.
"Title" & "Description" are two fields that are required and can not be deleted from the form.
To add a question, use the button "+ Add Question" at the bottom of the page.
You have the ability to search for existing questions or create a custom question. Standard fields are labeled "Global Fields" whereas custom fields are labeled "Event Fields". Global fields are available across all events within an organization.
Conditional Logic/ Question Rules
Use conditional logic (question rules) to create customizable forms that adjust based on the answers that your users provide to various questions. This allows you to use one form to intake multiple different types of sessions.
NOTE: Conditional logic is currently only available within the session submission form.
Conditional logic can only be used on the following field types:
Textbox
Dropdown
Number
Speaker Information - Collect information for the session's speaker(s) by adding a page title, page description/instructions, as well as questions to collect data.
First Name, Last Name, and Email are required fields that can not be deleted from the form.
To add a question, use the button "+ Add Question" at the bottom of the page.
You have the ability to search for existing questions or create a custom question.
Delete A Custom Field
To delete a field once created, select the three ellipsis dots to the right of the field and select "Edit field".
In the Edit Field pop-up window, select “Delete Field” above the Cancel button.
Fields can also be deleted within the speaker, session, sponsors, exhibitor, and contact modules. Ensure the field has been added to your dashboard view and right-click on the field column to select "Edit Column". From here, you will be able to delete the field using the instructions above.
Form Settings - The following settings can be applied to your form:
Close Date: The date and time that new submissions are no longer excepted as well as the date and time that edits can be made to existing submissions.
Admins that should be notified when new submissions are received
Admins that should be notified when edits have been made to existing submissions.
# of speakers that can be added to a session (max limit: 10)
Content Settings: Allow speakers to upload content (i.e. presentations, documents, videos) to their session/submission.
Confirmation Message: Customize the message that appears in the confirmation email to session submitters.
TIP: To view your sessions submission form, hover over your form and select "Open Form".
