How do I create a session?

Disclaimer: Sessions is currently in the development phase and is not in general release. If you’d like to learn more, please reach out to your Customer Success Manager.

Now that you’re all in on using Sessions, it’s time to begin setting them up. See that new tab in your event toolbar with a clock embedded into a calendar?

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That is where all the magic will happen.

The first screen you’ll see when opening up the Sessions tab will present you with a simplified three-step process of what you should expect while setting up your Sessions.

Creating a Session

We'll first cover how to create you Session. Start by clicking on the "Create your first session" button!

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Creating Sessions should feel like a combination between creating an event and configuring the registration settings - because this is exactly what you’re building! A smaller event registration within a larger event.

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You’ll be taken through the process of naming the session, providing a description, selecting a date and time, and what’s this...?

You better believe it. It is now possible to provide additional locations for your event within each Session. There is also the option to add a specific room or meeting place.

Tip: Use the Room section to include more details about where your guests should be congregating for each session. If there isn’t a specific room they should be meeting in, is there some sort of designation for the meeting place that you can add details about here?

Need to be able to segment your sessions? Tags can be applied to each individual session as well! And of course, you can control the registration process for the session by toggling the Registration Status on and off, setting a capacity, or activating a wait list.

You’ll notice two tabs next to your Session Details: Guest List and Speakers. Every part of the session will live within the Sessions Manager and these two tabs will allow you to add guests and speakers alike.

Guest List:

The guest list will look and operate just like the Guests tab does in an RSVP event. If you need to manually add a guest to a session, you’ll do so from within the session’s gust list. 

However, there is a catch - you can only add guests that are listed as  Attending or Checked In. This is because guests must RSVP to your event prior to signing up or being added to a session.

You can add guests directly from your event or from other sessions within your event:

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Your session is set - the guest list couldn’t look any better - now it’s time for your main attraction. Your Speakers.

Speakers:

You can now add your Speakers information for each individual session via other events, your other sessions, or through a .csv.

 

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Adding an individual Speaker allows you to input the following information:

Name

Email

Bio

Company

Title

Tags

Picture

 

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Need to edit your speaker after you’ve added them? No problem. Just click on their initials and the dropdown toolbar will appear where you can edit any of their information, shoot them an email, or remove them from your event entirely.

Bonus: Once a Speaker is saved, they can be used again in future events using Sessions.

Duplicating and Deleting Sessions

If you need to duplicate or delete a session, head back into the Sessions tab. On the right-hand side of the session you need to edit, click on the three vertical dots. 

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That’s it! Once you’ve created the session and added your speakers, you’ll need to design the look of your session. Check out our next article on the two ways you can design your Sessions.

Warning: You won’t see your sessions automatically added to your event page after creating them from the Sessions Page Design button. Do not panic! This is exactly how the setup process should work. Check out our next article for how to set up registrations so that you can properly design your sessions!




 

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