Additional Contacts
Updated over a week ago

The Additional Contacts feature enables anyone on your speakers' team such as executive assistants and admin professionals to receive communications for an event along with the session speakers. This feature is a game-changer for those who support keynote speakers, leadership panelists, doctors, professors, and other event contributors.

Creating Additional Contacts

  1. Within the 'Speakers' or 'Contacts' module, select the pencil icon to the left of the contact's name.

  2. Within the contact's profile, navigate to the bottom of the page to locate the 'Additional Contacts' widget.

  3. Select the button 'Add Additional Contacts' to the right of the widget to provide the details for the additional contact that should be associated with the event contact.


    Do not forget to click 'Save' once you are done!

Sending Emails to Additional Contacts

Speakers/Contacts Module

  1. Select the box to the left of the contact and select the "Send" button at the top of the page.

    • To send an email to more than one contact, select all of the contacts you would like to email or click the first square to select all contacts within the page.

    • By default, emails will be sent from "[email protected]".

  2. Within the pop-up window, select 'Contact + Additional Contacts' within the field 'Send to:' and add the email address to which replies will be redirected to ('Replies sent to:').

  3. On the right side of the window, create your email by adding a subject and message body.

    1. If you wish to use an email template that you have created, select "Insert a message template".

  4. Once you have built your email, select the organe 'Review' button at the bottom of the window to preview what your email will look like for each contact and additional contact.

    1. NOTE: Additional contacts will receive their own email and will not be copied on the email received by the main event contact (i.e. Speaker).

  5. To send the emails, select the orange 'Send Emails' button to confirm your action on the next screen.

Sessions Module

  1. Select the box to the left of the session and select the "Send Email" button at the top of the page.

    • To send an email to more than one session, select all of the sessions you would like to email or click the first square to select all sessions within the page.

    • By default, emails will be sent from "[email protected]".

  2. Within the pop-up window, select 'Session Speakers + Additional Contacts' within the field 'Send to:' and add the email address to which replies will be redirected to ('Replies sent to:').

  3. On the right side of the window, create your email by adding a subject and message body.

    1. If you wish to use an email template that you have created, select "Insert a message template".

  4. Once you have built your email, select the organ 'Review' button at the bottom of the window to preview what your email will look like for each contact and additional contact.

    1. NOTE: Additional contacts will receive their own email and will not be copied on the email received by the main event contact (i.e. Speaker).

  5. To send the emails, select the orange 'Send Emails' button to confirm your action on the next screen.

Additional Contact Portal Access

One an an Additional Contact has been added to a Contact's record, they can now access the portal of their assigned contact.

Within the Portals module, select the three ellipse dots to the right of the portal you would like to assign the form to and select Copy Link.

📣 Fun Fact: Every portal has the same link.

Once the link has been copied, share it with the additional contact by emailing them outside of Sessionboard.

When they access the portal, they will be asked to create a password if this is their first time using Sessionboard.

Once logged in, the Additional Contact will be able to select the portal they would like to view and manage tasks for.

🤔 Did You Know....

An Additional Contact assigned to more than one contact can access all contact portals using the same login credentials. To toggle between portals, navigate to the left-hand sign of the portal home page to locate the header 'Switch accounts'.

They will be able to select the account/portal they would like to access and view tasks for.

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