CREATE SPEAKER REGISTRATION FOR DATA IMPORT
Rather than manually inputting your speaker information and uploading their content for them, you can offload this work into your speakers.
With the help of the Custom Profiles tool, you can create a registration form that captures all speaker information, documents and headshots for you. From there, you can import all of this information with a few clicks.
CREATE A REGISTRATION PROFILE
The first step in creating a registration capture mechanism for speakers is creating a registration profile for speakers (click HERE for more information on creating custom profiles). This essentially creates a custom pathway or form for registering only speakers.
Click into the REGISTRATION section of the the Event Builder, then click CUSTOM PROFILES on the left. Click the Add Profile button. Now click the pencil icon button to edit the profile.
After adding the appropriate registration items to the profile (remember, you'll need at least one item assigned to the form in order to activate it), we'll need to customize the rest of the form. Flip the USES DEFAULT SETTINGS switch in the upper right corner - it will make the profile fully custom. Now click into the FORM PROMPTS section of the profile editor.
There are four prompts that when activated for speakers, will allow you to import the submitted content into the Event Builder and attach to their speaker record:
- Bio
- Checkbox for speaker status
- Speaker Program
- Speaker Program Title
Turn on these prompts for your custom registration profile being used for speakers.
Now, scroll below the FORM PROMPT pick list and turn on the file upload portal, it looks like this:
Include a description and make the upload required or optional.
REGISTRATION
Now that you have a custom profile for speakers, they will have to self-identify as a speaker before entering registration. This will send them down the custom pathway you created for them (i.e. the custom profile).
In the first section of the registration form, the first piece of speaker-capture-magic happens.....
Check out our first 2 speaker prompts:
1) Bio: prompts for speaker bio
2) Speaker Status Checkbox: The speaker is required to check yes or no. By checking YES, the system will flag the registration as a speaker and connect the user account to a speaker profile in your Speaker Manager tool.
Let's move on to the next section of the registration form - we'll find our upload portal:
As a speaker, let's upload the headshot and presentation document we want uploaded and published on the event site.
In the next section of the registration form, we'll find prompts 3 and 4 for capturing the speaker program description and program title. Speakers can use these prompts to describe what they are talking about, adding context to their profile (that is displayed on your event page):
IMPORT YOUR SPEAKER
Head into the Event Builder, click into the AGENDA section and select SPEAKER MANAGER on the left. Click the Add Speaker button and scroll through your speaker library - you should see the new registrant! Once again, because the speaker click YES to the status checkbox at the beginning of the registration form, our system tied their registration/account to a speaker profile. Now, you can add the speaker to your event.
SPEAKER MANAGER CONTENT IMPORT
After adding, click the carrot icon to open the speaker editor for that profile and behold the power of importing:
Instead of manually inputting the speaker's information, import from the registration form:
- Click grab it here at the top left to pull in the headshot the speaker upload
- Click to import the Program Title and Program Description
- Below, click to import the Bio
At the very bottom of the speaker's editor panel, you'll see a little section for documents and ratings.
SPEAKER DOCUMENTS
Let's continue with our example (using the Registration Capture Method for adding speakers). At the bottom of the speaker's editor panel (as stated just above), you'll see a thumbnail for any documents that were uploaded by your speaker during registration.
To work with speaker documents, head into the Speaker Documents tool (in the Agenda section of the Builder, just below the Speaker Manager button, on the left side). You'll see the document that we uploaded through our speaker registration, bam!
You have a few options on this page regarding where you'd like to publish/display the speaker document. Our system will also generate a link to your document, so you can grab this link and hyperlink text on your site right to a particular speaker document.
Notice in the upper right....if you're following the Manual Method of adding speakers, you can manually upload a new speaker document and associate with a speaker afterwards.
NOTE: speaker documents (associated with a speaker) will always display with that speakers profile (if set to appear/show on the website), everywhere their profile displays. For example, if you have a speaker attached to multiple agenda slots and have their documents set to show, you will see those documents, along with the speaker, on every agenda slot they appear on.
CHANGING SPEAKER STATUS
For registrants that 1) did not select YES to the Speaker Status Checkbox during registration or 2) registered as a non-speaker but needs to be a speaker; you are able to change their speaker status.
These registrants can also change this status themselves.
SPEAKER STATUS CHECKBOX
Above, we describe the Registration Capture Method. In order to capture a speaker's registration details, the speaker registration form needs to have the "Speaker Status Checkbox" prompt activated. On the form, this prompt allows the registrant to indicate that they are a speaker:
As mentioned above, if registrants select NO during this process or they register for a different profile that does not give them the opportunity to answer YES to the Speaker Status prompt, then we give you and the registrant to change this in two different places.
ADMIN - DETAILS PANEL
As an event admin, you can change someone's speaker status. Access the Event Dashboard, then click on your event name. Then select the Registered Attendees button. Find your registrant and click their name. Select the PERSONAL PROFILE tab on the left. You will see you can change the Speaker Status:
REGISTRANT - MY EVENTS AREA
Registrants can login to their Eventsquid user account and access the MY EVENTS area. Below, they will see the name of all events they have registered for. Registrants can click the DETAILS button, then select the MODIFY MY INFORMATION link.
This will open an information panel similar to the admin view of a registrant's details (shown above). Registrants can select the PERSONAL PROFILE tab and change their Speaker Status from there.
