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Managed Lists

Organize your event's schedules, speakers, sponsors, volunteers, and exhibitors with Managed Lists

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Written by Mark Bushy
Updated over a week ago

STEP BY STEP INSTRUCTIONS - SCHEDULES

  1. Access the Schedules Managed List:

    1. From your Event Dashboard, navigate to Tools > More > Schedules.

      Note: We've automatically generated sample schedule items; click on the Title to change the name, date, and time as needed.

  2. Click New Schedule Item:

    1. Add a new schedule item including Title, Date, Time, Location, and Description.

  3. Go to Your Event Website:

    1. Go to Setup > Website > Edit Website to customize your event website..

  4. Select the Location for the Schedules Section:

    1. In the Website Editor, choose where you would like the Schedules section to appear and click the plus sign (+).

  5. Add the Schedules Section:

    1. Under the Dynamic heading, select Schedules to add this section to your page.

  6. Automatic Updates:

    1. Once added, the Schedules section will automatically display all of the events in your Schedule.

      Note: if you have multiple days in your schedule, your section will divide the events by day into tabs.

STEP BY STEP INSTRUCTIONS - SPEAKERS

  1. Access the Speakers Managed List:

    1. From your Event Dashboard, navigate to Tools > More > Speakers.

  2. Upload a Speaker List:

    1. Upload an .xls file containing the following details for each speaker: First Name, Last Name, and Email Address.

  3. Manually Add Speakers:

    1. Alternatively, use the Quick Add option to manually add speakers one at a time.

  4. Upload Speaker Headshots:

    1. After adding your speakers, you can upload their photos/headshots by going to Edit Speaker and clicking Choose an Image. For a consistent look on your event website, we recommend using 1:1 images.

  5. Speaker Self-Registration:

    1. To have Speakers self-register, go to Form Settings to customize a Speakers-specific registration form.

  6. Go to Your Website:

    1. Go to Setup > Website > Edit Website to customize your event website.

  7. Select the Location for the Speakers Section:

    1. In the website editor, choose where you would like the Speakers section to appear and click the plus sign (+).

  8. Add the Speakers Section:

    1. Under the Dynamic heading, select Speakers to add this section to your page.

  9. Automatic Updates:

    1. Once added, the Speakers section will automatically display the names and photos of your speakers.

STEP BY STEP INSTRUCTIONS - SPONSORS

  1. Access the Sponsors Managed List:

    1. From your Event Dashboard, navigate to Tools > More > Sponsors.

  2. Upload a Sponsors List:

    1. Upload an .xls file containing the following details for each sponsor: First Name, Last Name, and Email Address.

      N

      ote: if you would like your sponsors to appear in a particular order, please arrange them in your .xls file before uploading. Uploaded names will appear in reverse order (bottom up).

  3. Quick Add Option:

    1. Alternatively, use the Quick Add option to manually add sponsors one at a time.

  4. Upload Sponsor Logos:

    1. After adding your sponsors, you can upload their logos. For a consistent look on your event website, we recommend using 1:1 or 3:4 images.

  5. Sponsor Self-Registration:

    1. To have Sponsors self-register, go to Sponsorship Level to set the event's sponsor levels.

    2. Then, go to Form Settings to customize a Sponsors-specific registration form.

      • Note: the Form Link is listed above and is specific to the Sponsors registration form.

  6. Go to Your Event Website:

    1. Go to Setup > Website > Edit Website to customize your event website.

  7. Select a Location for the Sponsors Section:

    1. In the Website Editor, choose where you would like the Sponsors section to appear and click the plus sign (+).

  8. Add the Sponsors Section:

    1. Under the Dynamic heading, select Sponsors to add this section to your page.

  9. Automatic Updates:

    1. Once added, the Sponsors section will automatically display the logos of your sponsors.

STEP BY STEP INSTRUCTIONS - VOLUNTEERS

  1. Access the Volunteers Managed List:

    1. From your Event Dashboard, navigate to Tools > More > Volunteers.

  2. Upload a Volunteers List:

    1. Upload an .xls file containing the following details for each sponsor: First Name, Last Name, and Email Address.

  3. Quick Add Option:

    1. Alternatively, use the Quick Add option to manually add sponsors one at a time.

  4. Upload Volunteers Photos:

    1. After adding your volunteers, you can upload their photos. For a consistent look on your event website, we recommend using 1:1 or 3:4 images.

  5. Volunteer Self-Registration:

    1. To have Volunteers self-register, go to Form Settings to customize a Volunteers-specific registration form.

      • Note: the Form Link is listed above and is specific to the Volunteers registration form.

STEP BY STEP INSTRUCTIONS - EXHIBITORS

  1. Access the Exhibitors Managed List:

    1. From your Event Dashboard, navigate to Tools > More > Exhibitors.

  2. Upload a Exhibitors List:

    1. Upload an .xls file containing the following details for each exhibitor: First Name, Last Name, and Email Address.

      Note: if you would like your exhibitors to appear in a particular order, please arrange them in your .xls file before uploading. Uploaded names will appear in reverse order (bottom up).

  3. Quick Add Option:

    1. Alternatively, use the Quick Add option to manually add sponsors one at a time.

  4. Upload Exhibitors Photos:

    1. After adding your volunteers, you can upload their photos. For a consistent look on your event website, we recommend using 1:1 or 3:4 images.

  5. Exhibitors Self-Registration:

    1. To have Exhibitors self-register, go to Ticket to create the event's exhibitor ticket levels.

    2. Then, go to Form Settings to customize an Exhibitors-specific registration form.

      • Note: the Form Link is listed above and is specific to the Sponsors registration form.

  6. Go to Your Event Website:

    1. Go to Setup > Website > Edit Website to customize your event website.

  7. Select a Location for the Sponsors Section:

    1. In the Website Editor, choose where you would like the Exhibitors section to appear and click the plus sign (+).

  8. Add the Exhibitors Section:

    1. Under the Dynamic heading, select Exhibitors to add this section to your page.

  9. Automatic Updates:

    1. Once added, the Exhibitors section will automatically display the logos of your sponsors.

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