Snöball is an event marketing tool that taps into your speakers', partners', and attendees' professional circles and builds up your community and in turn, your attendance.
Sessionboard users can connect their events with Snöball and sync session and speaker data from Sessionboard to Snöball so that 'share your participation' links can be generated in Snöball and sent back to Sessionboard.
Set Up Integration
Retrieve API Key
After logging into Sessionboard, select “Go to org” to access your event's organization.
Select the 'Settings' module to locate 'API Tokens'
Select the orange Create API Token button to generate a new API key for your event.
Once a token has been generated, you can copy the token to share with Snöball.
Retrieve Event ID
In your organization Dashboard, select the event you would like to access.
Within the page address bar, locate the 2-4 digit number within the event URL that proceedshttps://app.sessionboard.com/event-light/.This is your event ID.
Create Snöball Link Field
Within your event, navigate to the Fields module to create a field that will be used to display the links sent from Snöball.SPEAKERS: Create a Contact field
SPONSORS: Create a Group field
Select the orange + Add Field button to the right of your screen to create a new field.
Within the pop-up modal, fill in the below fields. Ensure to Save your field once complete.:Field Name: Snoball URL
Field Type: Textarea
Field Level: Global Field
Share API Key & Event ID with Snöball
Once you have located/generated your API Token and Event ID, share these details with Snöball so they can connect your Snöball instance with your Sessionboard event.
Create Portal Task
👉🏽 Learn more about creating Tasks
So that your event contacts can access the Snoball URL and share their participation with their community, event admins need to create a task that will be accessible to your event contacts (i.e. speakers & sponsors) within their portal.
Within your event, navigate to the Portals module and select the page Tasks.
Select the blue "Add Task" button to open a pop-up modal
Within the pop-up modal, create a task that references the below criteria:
Task (Name): Snöball - Share Your Participation
Contact Type:
SPEAKERS: Select People
SPONSORS: Select Groups
Mark task as complete: The task can be marked as completed in one of two ways (see below). Choose the option you would like your portal users to experience:
When the user clicks on the task (Clicking on the task will mark the task as complete)
When the user manually marks the task as complete (Clicking the button Mark as Complete will mark the task as complete)
Description: Example descriptions can include: "Click here to invite your network to attend your presentation"
Task Link: Select Use Field. Within the pop-up window, locate and select the field you previously created (Snoball URL).
Ensure to select the orange Add Task button once you have complete creating your task.
Assign Task to Portal
Once you have created your task, the task will need to be assigned to the portal(s) your event contacts have access to.
Note: Tasks can be assigned to more than one portal.
Within the Portals module, select the three ellipse dots to the right of the portal you would like to assign the task to and select Edit Tasks.
People Portals = Speakers
Group Portals = Sponsors
Within the Assign Tasks widget, select the button Assign tasks to open a pop-up window. This will show any tasks you have created to select and assign to your portal.
Once the tasks have been assigned you can edit additional settings by selecting the pencil under "Actions".
Alias: Adjust the name of what the task will be listed as in the portal
Required: Tasks can be marked as required by toggling this button on. This action can also be done from the portal main menu.
Due Date: Assign a due date to each task that the portal user can track.
Once complete, ensure to click the blue Update button in the pop-up window.
Portal View
