Speakers (in Speaker and Session Management)

Quick Tips

Background

On this page you add, edit and view speakers in Speaker and Session Management.

(That module must be enabled for the event in Plan > Configure > Options > Functional Areas Needed by the Event.)

Note: Speaker records are added to the account’s Profile database, with additional information on this Speakers page.
An administrator is therefore able to "anonymize" a speaker's record if asked to do so. This includes removing all Personal Identifying Information (PII) and optionally deactivating the record:
see Profile Anonymization.

Related Info

Play (icon) Video: Adding a Speaker .)

Speakers may add their own records via the Speaker Portal if the event has one.

If you are using Certain Mobile in the event, that uses the same speakers you set up here.
(That's instead of using Event Setup > Speakers, which is not available when Speaker and Session Management is enabled for the event.)

This Page

Buttons

The buttons in the upper right corner:

Speaker List

Search / Filter – By default, all speakers are listed. To filter the list, enter values in the search fields (below the 'Speaker list' heading) and click the magnifying glass. (Click the X to clear any filters applied.)

A blank filter (or All where the filters is Yes/No) means that filter is ignored,

List – All speakers are listed with the following columns (which are detailed in Add Speaker or Edit Speaker).

Eye icon – View the speaker's details.

Pencil icon Edit the speaker's details in the Edit Speaker pop-up window.

Red X Delete the speaker.

 

Speaker Types

Note: Using speaker types is entirely optional. But once you have set any up in an event, then one must be assigned to each new speaker

All Speaker Types are listed, with these three columns:

Pencil icon – Edit the Speaker Type Name, and click Check mark button to save your changes. (You can click Cross button to cancel unsaved changes.)

Red X – Delete the speaker type. (You are prompted to confirm.)
 There is no Delete icon for the Default speaker type, because you cannot delete the default; you would first have to make a different speaker type the default.
Note: You cannot delete a speaker type that's assigned to a speaker. You would first have to change that speaker's speaker type.

Import

To import speakers, click the Import button (at top right).

Steps to follow to import speakers:
  1. In the first step of the wizard you can click a link to download a template Excel file to populate.

  1. Drop a file into step 2, or click Choose File and select the file to upload.

  2. In the Speaker Import step, map the columns in your import file to the Speaker Field in Certain.

  3. Click Complete Import to start or schedule the import process.

  4. You receive an email advising that the import is complete, and details of any rows that failed to import (for example, because they didn't match the validation rules mentioned above).

See Also


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