New Client Onboarding Checklist | Sessionboard Help Center

Hello, and welcome to Sessionboard! We are excited to work with you. This checklist is your one-stop shop for having a successful event. Use the steps associated with the modules you have access to as a guide through your event execution. As always, if you have any questions, please contact [email protected].

Click Here To Download The Onboarding Checklist

Organization Dashboard Set Up

Task	Help Center Article
1. Set up Integrations (if applicable) If you will be using Sessionboard's open API, please get in touch with [email protected] to receive your API token.	https://intercom.help/sessionboard/en/collections/3498412-integrations

Event Details Set Up

Task	Help Center Article
1. Update Event Name Your event name will be listed on email communication and portals.	https://intercom.help/sessionboard/en/articles/6283571-set-up-event-details
2. Update Event Slug Your event slug is the anchor of your portal links that speakers, sponsors, and exhibitors will navigate to.	https://intercom.help/sessionboard/en/articles/6283571-set-up-event-details
3. Add Event Timezone This is the time zone that your event will take place in.	https://intercom.help/sessionboard/en/articles/6283571-set-up-event-details
4. Add Event Start & End Date & Time	https://intercom.help/sessionboard/en/articles/6283571-set-up-event-details
5. Upload Event Logo The event logo will be featured on communication emails as well as portals. Recommended: 300w x 300h	https://intercom.help/sessionboard/en/articles/6283571-set-up-event-details
6. Upload Background Image The background image will be featured at the top of submission forms for speakers, sponsors, and exhibitors. Recommended: 1500w x 500h	https://intercom.help/sessionboard/en/articles/6283571-set-up-event-details
7. Invite Your Team Team members can be invited as either an admin or evaluator. First start off by adding your colleagues as event admins. Evaluators can be added to your event at a later date.	https://intercom.help/sessionboard/en/articles/6283622-invite-and-manage-event-users

Session Submission Form & Portal Configuration

Task	Help Center Article
1. Configure the session submission form *If you will be using any of the following standard fields within your form, complete step #2:* Rooms Tracks Format Tags Levels Formats Languages	https://intercom.help/sessionboard/en/articles/6284018-configure-your-submission-form
2. Configure session settings These can be configured now or at a later date depending on if you will be including these settings as fields within your session submission form.	https://intercom.help/sessionboard/en/articles/6988610-session-settings
3. Customize Portal Appearance Settings Customize the title, description, and background image of the speaker portal. Once a submission is completed, the submitter will be directed to your portal home page.	https://intercom.help/sessionboard/en/articles/6284020-configure-customize-portals
4. Review & adjust additional speaker portal settings: Always Show Tasks Send Weekly Digest Email Email Notifications
5. SHARE THE SESSION SUBMISSION FORM Now that you have configured your session submission form and portal appearance, it is now time to make your submission form available. To do so, use your form link and include it on your event site or share it in an email.

Speaker Portal Tasks & Resources

Task	Help Center Article
1. Add & Assign Tasks Assign tasks for portal users to complete.	https://intercom.help/sessionboard/en/articles/6284057-create-assign-tasks
2. Add & Assign Documents To Collect Let portal users submit documents electronically.	https://intercom.help/sessionboard/en/articles/6284064-collect-documents-file-requests
3. Add & Select Files To Share Upload files for portal users to view and download.	https://intercom.help/sessionboard/en/articles/6284065-create-share-files
4. Add & Assign Pages To Share Create wiki pages for portal users to view for more information about your event.	https://intercom.help/sessionboard/en/articles/6284066-create-assign-wiki-pages
5. Create Additional Forms Create forms that can be used to collect additional information once the submission form has been accepted.	https://intercom.help/sessionboard/en/articles/6985233-create-assign-forms

Exhibitor Intake Form & Portal Configuration

Task	Help Center Article
1. Configure Intake Form	https://intercom.help/sessionboard/en/articles/6283901-manage-exhibitors#h_36980628e2
2. Customize Portal Appearance Settings Customize the title, description, and background image of the speaker portal. Once a submission is completed, the submitter will be directed to your portal home page.	https://intercom.help/sessionboard/en/articles/6284020-configure-customize-portals
3. Review & adjust additional exhibitor portal settings: Always Show Tasks Send Weekly Digest Email Email Notifications
4. SHARE THE INTAKE FORM Now that you have configured your intake form and portal appearance, it is now time to make your form available. To do so, use your form link and include it on your event site or share it in an email.	https://intercom.help/sessionboard/en/articles/6283901-exhibitor-intake-form#h_e00c49a065:~:text=Form%20Settings-,Share%20Intake%20Form,-When%20it%20is

Exhibitor Portal Tasks & Resources

Task	Help Center Article
1. Add & Assign Tasks Assign tasks for portal users to complete	https://intercom.help/sessionboard/en/articles/6284057-create-assign-tasks
2. Add & Assign Documents To Collect Let portal users submit documents electronically.	https://intercom.help/sessionboard/en/articles/6284064-collect-documents-file-requests
3. Add & Select Files To Share Upload files for portal users to view and download.	https://intercom.help/sessionboard/en/articles/6284065-create-share-files
4. Add & Assign Pages To Share Create wiki pages for portal users to view for more information about your event.	https://intercom.help/sessionboard/en/articles/6284066-create-assign-wiki-pages
5. Create Additional Forms Create forms that can be used to collect additional information once the submission form has been accepted.	https://intercom.help/sessionboard/en/articles/6985233-create-assign-forms

Sponsor Intake Form & Portal Configuration

Task	Help Center Article
1. Configure Intake Form	https://intercom.help/sessionboard/en/articles/6283884-sponsor-portal-intake-form#h_5aa61618bc
2. Customize Portal Appearance Settings Customize the title, description, and background image of the exhibitor portal. Once a submission is completed, the submitter will be directed to your portal home page.	https://intercom.help/sessionboard/en/articles/6284020-configure-customize-portals
3. Review & adjust additional sponsor portal settings: Always Show Tasks Send Weekly Digest Email Email Notifications
4. SHARE THE INTAKE FORM Now that you have configured your intake form and portal appearance, it is now time to make your form available. To do so, use your form link and include it on your event site or share it in an email.	https://intercom.help/sessionboard/en/articles/6283884-sponsor-intake-form#h_02a129c1ed:~:text=Form%20Settings-,Share%20Intake%20Form,-When%20it%20is

Sponsor Portal Tasks & Resources

Task	Help Center Article
1. Add & Assign Tasks Assign tasks for portal users to complete	https://intercom.help/sessionboard/en/articles/6284057-create-assign-tasks
2. Add & Assign Documents To Collect Let portal users submit documents electronically.	https://intercom.help/sessionboard/en/articles/6284064-collect-documents-file-requests
3. Add & Select Files To Share Upload files for portal users to view and download.	https://intercom.help/sessionboard/en/articles/6284065-create-share-files
4. Add & Assign Pages To Share Create wiki pages for portal users to view for more information about your event.	https://intercom.help/sessionboard/en/articles/6284066-create-assign-wiki-pages
5. Create Additional Forms Create forms that can be used to collect additional information once the submission form has been accepted.	https://intercom.help/sessionboard/en/articles/6985233-create-assign-forms

Evaluations

Task	Help Center Article
1. Create Evaluation Plans	https://intercom.help/sessionboard/en/articles/7102247-evaluation-plans#h_45f34af331
2. Add Evaluators To Your Team	https://intercom.help/sessionboard/en/articles/6283622-invite-and-manage-event-users
3. Open & Send Evaluation Plans	https://intercom.help/sessionboard/en/articles/7102247-evaluation-plans#h_9db6faff16