Adding Speakers - One by One, Via Import, or with Existing Profiles
This article explains how to add speakers to your event. It covers manual entry, import, and linking to existing profiles.
How to Add Speakers to your Event
- Navigate to Speaker & Sessions > Speakers.
- Select Add New.
- Fill out the Speaker Profile.
- Any custom fields you have created will appear at the very end of this pop up under the collapsed Custom Speaker Data box.
- Save.
- Note: Any speaker you create must have a unique email and a unique username.
- You will be able to create a new, linked Attendee Registration for any of the Speaker Profiles you have created.
- Attendee Registrations can be created one by one.
- Attendee Registrations can be created by mass action.
- The option to create Attendee Registrations can be turned on in the Speaker Portal Setup page.
How to Import Speakers/ Speaker Updates
- Navigate to Speaker & Sessions > Speakers.
- Select Import.
- Download either a template or existing speakers to obtain the correct import template.
- Fill out the Speaker information.
- First Name is required.
- Last Name is required.
- Email is required.
- Username is required.
- We suggest making the email the same as the username because this ensures it remains unique per speaker.
- If you are making changes to existing Speakers, do not change the Username.
- If changes are made to the Username, a duplicate speaker will be created instead of updating the current speaker profile.
- Save your Excel spreadsheet as .xls, .xlsx, or .csv.
- Navigate back to the Speakers page and click Import and Next.
- Select your new Speaker File.
- Map your spreadsheet columns to the fields in Platform.
- Click Import.
- You will receive an email once the import is complete.
- Usually you can refresh the page to see the new speaker list.
Creating Speaker Profiles using the Speaker Portal
- If you use the Speaker Portal, anyone who submits an abstract will create their own Speaker Profile.
- You can control which fields they must submit along with their Name, Email, Username, and Password.
Existing Registrations creating linked Speaker Profiles
- Existing Attendee Registration Profiles will be able to login to the Speaker Portal using their Profile Username and Password.
- This will connect the Registration to the Speaker.
- If they have already submitted their personal information, it will flow over to the Speaker Profile.
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