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How to Use Managed Lists & Dynamic Content Blocks: How to Add Schedules, Speakers, Sponsors, & Exhibitors

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

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Written by Mark Bushy

Streamline your event management by easily adding and displaying schedules, speakers, sponsors, volunteers, and exhibitors. This guide walks you through using Managed Lists and Dynamic Content Blocks to keep your event website beautifully organized and automatically updated.

STEP BY STEP INSTRUCTIONS - SCHEDULES

  1. Access the Schedules Managed List:

    1. From your Event Dashboard, navigate to Tools > Schedule > 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.


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  3. Go to Your Event Website:

    1. Go to Setup > Website > Edit Website to customize your event website.
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  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 (+).
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  5. Add the Schedules Section:

    1. Under the Dynamic heading, select Schedule (Dynamic) to add this section to your page.
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  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 Manage > 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.
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  3. Manually Add Speakers:

    1. Alternatively, use the Quick Add option to manually add speakers one at a time!
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  4. Upload Speaker Headshots:

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


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  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 (+).
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  8. Add the Speakers Section:

    1. Under the Dynamic heading, select Speakers to add this section to your page.
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  9. Automatic Updates:

    1. Once added, the Speakers section will automatically display the names and photos of your speakers.
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STEP BY STEP INSTRUCTIONS - SPONSORS

  1. Access the Sponsors Managed List:

    1. From your Event Dashboard, navigate to Attendee List > 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 volunteer: First Name, Last Name, and Email Address.

  3. Quick Add Option:

    1. Alternatively, use the Quick Add option to manually add volunteers 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 Attendee List > 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 exhibitors one at a time.

  4. Upload Exhibitors Photos:

    1. After adding your exhibitors, 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 Exhibitors 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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