Agenda Display Options (Registration Form)

Introduction

Here you configure options that affect three special types of Agenda section:

• Personal Agenda – Determine how the attendee's personal agenda, with their selected agenda items, looks on the Agenda, Verify/Edit, and Confirmation sections.
• Agenda – Enable attendees to filter a list of agenda items, making it easier to find what they're looking for.
• Agenda Guest List – Enable primary registrants to assign reserved agenda items to their guests.

Best Practice:

• Include all three sections on the same page, in this order:

1) Agenda

2) Agenda section

3) Personal Agenda

Notes:

• The combination of Personal Agenda and Agenda together with an Agenda section determines display in email templates or display rules.
• Cancelled agenda items are not displayed in the Personal Agenda section.

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Personal Agenda

Personal Agenda Headers

Enter the text to appear at the top of the section. You may use HTML tags. You can click the HTML editor icon to edit in an HTML editor.

• Text Above Header – Displayed above the header bar at the top of the section. Default is none.
• Header Text – Displayed in the header bar (in a contrasting color). Default: "Personal Agenda".
• Text Below Header – Displayed directly below the header. Default is none.

Personal Agenda Display Formats

Select the formats for these items when displayed on a Personal Agenda:

• Date Format – Format for the dates of agenda items.
• Time Format – Format for the times of agenda items.
• Show End Time – If selected, the end times of agenda items will be shown. (The Start Time is always shown.)
• Currency Format – Numeric format for agenda items with fees.
• Currency Symbol – Symbol shown before fees for Agenda items (examples: $, £, €).

Personal Agenda Settings

• Agenda Type(s) – Select the standard and custom Types of Scheduled Agenda Items to use in the Personal Agenda. You can choose to display up to six fields for each agenda item. The default fields are: 1: Name 2: Time 3: 4, 5, 6: [none]. Available fields: Date, Description, Location, Name, Label, Price, Quantity, Time, Agenda Status, Agenda Notes, Add to Calendar.
• Agenda Status – Status of the agenda item.
• Agenda Notes – The "Planner Notes" about the agenda item, if any.
• Add to Calendar – When included, the Personal Agenda section on the Verify and Confirmation form sections will display an "Add to Calendar" link. The registrant clicks that to launch an .ics file and add the agenda item to their calendar. Note: Each agenda item will have its own "Add to Calendar" link.
• Link Text – Text of the link attendees click to add the agenda item to their calendar. Default: "Add to calendar".
• Calendar Icon – Upload a custom icon for the calendar link if you do not want to use the default icon.
• Append – If required, select a dynamic data field to add to the Appointment Subject, Appointment Location, or Appointment Body field, and append it to the field by clicking Subject, Location or Body.
• Appointment Subject – (Required). Default value is the dynamic data field for the Agenda Item Name.
• Appointment Location – (Optional). Default value is the Agenda Item Location.
• Appointment Body – Default value is the Agenda Item Description dynamic field. You can replace or add to it with other fields.
• Reminder – Set a reminder in the calendar for the appointment. Default: None.
• The start date and time of the appointment are the session Start Time, offset by the event time zone and the registrant’s time zone. Highly recommended: test this feature before going live.

Personal Agenda Add to Calendar

Complete these details if Add to Calendar is selected above.

• Note: Your administrator sets the 'Add to Calendar' display options at the account level on Account Settings > Management > Add to Calendar. These determine which calendars are included and their logos.
• Link Text – The text of the link to add the agenda item to the calendar.
• Calendar Icon – Browse to upload a custom icon (or use the default Outlook icon).
• Append – If required, select a dynamic data field to add to the Appointment Subject, Location, or Body fields.
• Appointment Subject – Default value = the Agenda Item Name dynamic data field.
• Appointment Location – Default value = Agenda Item Location dynamic field.
• Appointment Body – Default value = Agenda Item Description dynamic field.
• Add data field(s) to the calendar entry by selecting another field.
• Note: Each agenda item will have an individual Add to Calendar link.

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Agenda

Agenda Headers

Enter the text to appear at the top of the section. You may use HTML tags. You can click the HTML editor to edit the text in an HTML editor.

Agenda Enable attendees to filter a list of agenda items

Attendees can filter by multiple criteria, including Date, Track, Location, Group, and keyword.

Labels for Form Fields

Define the labels for the form fields shown in the Agenda section. Change or delete the default values where required. Note: If you leave a field blank, it will not be included in the Agenda section.

Label for Select-List Options

Accept or edit the default labels for the controls attendees will use to filter and select agenda items. Examples: "Add to my Agenda" and "Remove From my Agenda".

Rows Per Page

Control the maximum number of agenda items displayed on the page.

Option to start with no results displayed

Check this if you want the search page to open with no results initially.

Edit the No Records Found Message

Configure the message shown if no agenda items match the search criteria.

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Agenda Guest List

Agenda Guest List Headers

Enter the text to appear at the top of the section. You may use HTML tags. You can click the HTML editor to edit text in an HTML editor.

• Text Above Header – Displayed above the header bar.
• Header Text – Displayed in the header bar. Default: "Assign Agenda Items to Guest".
• Text Below Header – Displayed directly below the header.

Agenda Guest List Display Formats

Select formats for items on an Agenda Guest List:

• Date Format – Format for dates of agenda items.
• Time Format – Format for times of agenda items.
• Display before # reserved – Text before the number of items reserved. Default: "Reserved:".
• Display before # available – Text before the number of items still available. Default: "Reserved:".

Agenda Guest List Settings

• Agenda Type(s) – Select the standard and custom Types of Scheduled Agenda Items for the Guest List.
• You can display up to three fields for each agenda item. The default fields are: 1: Name 2: Location 3: Date.
• Available fields: Date, Description, Location, Name, Label, Price, Quantity, Time, Agenda Status, Agenda Notes, Add to Calendar.
• Agenda Status – Status of the agenda item.
• Agenda Notes – "Planner Notes" about the agenda item, if any.
• Add to Calendar – When included, the Personal Agenda section on the Verify and Confirmation form sections will display an "Add to Calendar" link.
• Note: Each agenda item will have its own "Add to Calendar" link.
• See Add to Calendar below for how to configure the appointment settings.
• Group By Date? – If selected, agenda items will be grouped by Date, and you can select the font class to display them.
• Order By – Select up to four fields by which to order the agenda items. For each one, choose the sort order: Ascending (A-Z) or Descending (Z-A).
• Assign Guest – Text to show as a link on the registrant's Personal Agenda section. A wizard opens to assign agenda items to other registrants. Each wizard step handles one agenda item.
• Assign Confirmation Message – Message shown when the registrant assigns items to other registrants. Default: "Successfully assigned the agenda items."

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Personal Agenda & Agenda Notes

• Note: If Agenda and Personal Agenda are used together, include all three sections on the same page in this order: Agenda Search, Agenda section, Personal Agenda.

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Agenda Search

Agenda Search Headers

As with most form pages, enter the text to appear at the top of the section. You may include HTML tags or edit the text in an HTML editor.

Agenda Search

• Text Above Header – Displayed above the header bar. Default: none.
• Header Text – Displayed in the header bar. Default: "Agenda Search".
• Text Below Header – Displayed directly below the header. Default: none.

Labels for Form Fields (Agenda Search)

• Define the labels for the form fields shown in the Agenda Search section.
• Change or delete the default values where required.
• Note: If you leave a field blank, it will not be included.

Label for Select-List Options

• Accept or edit the default labels for the controls an attendee will use to filter and select agenda items.
• Examples: "Add to my Agenda" and "Remove From my Agenda".

Rows Per Page

• Use to control the maximum number of agenda items displayed.

Option to start with no results displayed

• Check to open the search page with no results.

Edit the No Records Found Message

• Configure the message shown if no results match.

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Agenda Guest List Display Formats (repeated themes)

• Date Format – format for dates.
• Time Format – format for times.
• Display before # reserved – text before number reserved.
• Display before # available – text before number still available.

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Agenda Guest List Settings (repeated themes)

• Agenda Type(s) – select types for the Guest List.
• Default fields: Name, Location, Date; you may add more.
• Available fields include Date, Description, Location, Name, Label, Price, Quantity, Time, Agenda Status, Agenda Notes, Add to Calendar.
• Group By Date? – group items by date.
• Order By – define up to four sorting fields.
• Assign Guest – link to assign agenda items to other registrants.
• Assign Confirmation Message – message shown after assignment.

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Add to Calendar (general note)

• The Add to Calendar feature is controlled by account-level settings.
• Calendars included may be Apple Calendar, Google Calendar, etc.

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Related articles

• Sessions (Attendee Form)
• Forms FAQ - Setting Up the Personal Agenda
• Adding Speakers to Sessions
• Confirmation (Attendee Form)
• Attendee Types (Attendee Form)

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