Agenda
Here you define items available to your attendees, which fall into the categories defined below: Scheduled Items, Fees, Merchandise, and Other.
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Video Overview
Video Overview: Agenda Categories(Background info: How are agenda items selected or assigned?)
Click the link in the Left Navigation Panel (or the name in the summary panel) to go to the page for that Agenda Category, where you can add and edit those items:
Scheduled Items
Scheduled Items are the time- and location-based parts of your event.- Workshops, Keynotes, Breakout Sessions, Meals, Activities, etc.
- Anything that has a time duration and optionally a location.
- Scheduled Items may have their own fees.
- Scheduled Items fees are separate from the Fees category described next.
Fees and Discounts
Fees and Discounts are adjustments to the amounts attendees pay.- Fees are often referred to generically as just "fees".
- Discounts, Taxes, Surcharges, etc.
- Fees are monetary transactions unconnected to physical items.
- Fees are monetary transactions unconnected to the content program parts of your event.
> Note: These fees are separate from the fees tied to Attendee types, Scheduled items, Merchandise, Other agenda items, and Sessions (in Speaker and Session Management).
Merchandise
Merchandise are things physically available at your event.- Things that could be considered takeaways.
- T-Shirts, Publications, Posters, CDs, etc.
- Merchandise may have their own fees.
- Merchandise fees are separate from the Fees category described above.
Other
Other are agenda items that you wouldn't consider a scheduled item, a fee, or merchandise.- Other agenda items are like Scheduled items.
- Other agenda items can be entered when dates and times aren't required fields.
- Sponsorships are an example of an Other agenda item.
- Other agenda items may have their own fees.
- Other agenda item fees are separate from the Fees category described above.
multi-page list
The list on each page may be a multi-page list.
Organize Agenda Categories
Organize Agenda Categories changes the agenda categories of items based on their custom types.Example procedure: change some Scheduled items to Merchandise
1. The page shows what custom types are in each agenda category.
2. For example, type "VIP" is in the Scheduled category.
3. Select a different category for one or more of those types.
4. For example, select Merchandise instead of Scheduled for type "VIP".
5. > Important: Any Scheduled items that have the Type "VIP" are now Merchandise items.
6. Information removed: Information not relevant in the new category is discarded from the item(s) moved.
7. For example, Date/Time information about a Scheduled item would be discarded because it cannot be recorded on a Merchandise item.
8. Information added: In the item(s) moved, any information required in the new category which could not be added in the original is set to system-defined defaults.
9. For example, the Start Date of a Scheduled item moved from Merchandise would be set to the Event Start Date.
10. Recommended: Check/edit such values on the affected items.
Import & Export
Import
Import imports agenda items.- Import agenda items are imported from an Excel or .CSV file.
- Import can include updating existing agenda items.
- Updates are based on Unique Code.
Export
Export exports agenda items.- Export creates a format suitable for editing and re-importing.
Export options
- Select the Category Type to export: All, Scheduled, Fees & Discounts, Merchandise, or Other.
- Select the File Type for the export:
- CSV (* "Agenda Report .csv ").
- Excel (* "Agenda Report .xlsx ").
- List of the fields exported
Waitlisting
When to use waitlisting
Scheduled, Merchandise and Other agenda items with capacity/inventory limits can be set to include waitlisting on registration form Agenda sections.
This enables registrants to add themselves to a waiting list when an agenda item is no longer available.
- For example, when a workshop is full.
- For example, when a merchandise item is sold out.
> Note: Registrations with a "Pending" Status count against inventory/capacity.
Pending status inventory/capacity accounting
Registrations with a “Pending” status count against the Inventory.
Registrations with a “Pending” status count against the Inventory in order to properly account for inventory/capacity levels and reduce the chances of overbooking agenda items.
“Pending” statuses include:
- Four of the system-defined Registration Statuses: Invited, Requested Invitation, Invitation Sent, and Waitlist Hold.
- Any custom Registration Statuses set with a Classification of “Pending.”
Related content (as shown)
Related articles
- Sessions (in Speaker and Session Management)
- Agenda (Attendee)
- Questions
- Fee (Agenda Item): Details
- Badges (in Badges V2)