How to set up a Session Catalog in an event
This article explains how to set up a Session Catalog in an event that has Speaker and Session Management and its Conference Sessions sub-module enabled.
Introduction
Setting up a Session Catalog is similar to setting up a Speaker Catalog.
Catalog Designer opens in a new browser window.
Catalog Designer looks and feels different from the rest of Certain Platform.
Catalog Designer can take some getting used to.
Session Catalogs can be added in an event.
Session Catalogs can be used when an event is digital.
Session Catalogs can be used when an event is in-person.
When an attendee clicks a session for which the attendee is registered, the attendee sees session information.
When a session is configured for a webinar, the pop-up includes a link to join the webinar.
Adding and Editing a Session Catalog
Adding a New Catalog
1. Go to Manage > Speakers and Sessions > Catalog List
2. Click Go to Catalog List on that landing page
3. Click Add Catalog
4. Give the catalog a Name
5. Select the Catalog Type: ' Session Catalog '
6. Copy Style and Header from – Available if there is an existing catalog.
If you wish to, select another catalog to copy style and header from.
Copying style and header helps maintain consistency across catalogs.
7. Save
8. Your new catalog appears in the Catalog List.
9. Edit the catalog, as described next.
Editing a Catalog
> Note: At any stage you can click Preview to preview the catalog in a new browser window.
Best Practice: When editing a newly added catalog, click Save & Next to step through the setup pages.When editing a saved catalog, you can select the pages and tabs to edit just those elements.
1. If adding a new catalog you've just added, proceed to Step 3 2. If editing a configured catalog, go to Manage > Speakers and Sessions > Catalog List 3. Click in the Actions column to edit the catalog. 4. The Certain Session Catalog Designer opens in a new browser window. 5. The first page is Define Layout. 6. Define Layout has two tabs. The tabs are Page Elements and Theme. 7. You land on Page Elements, as described next.
Define Layout > Page Elements tab
1. Observe the central illustration of the page elements.
2. On the left, select Filter Placement:
1. Left, or
2. Slider
3. On the right, select Session Display:
1. Magazine Style,
2. Promoted Style, or
3. General Sessions
4. Click Save & Next to proceed to the Theme tab.
Define Layout > Theme tab
1. Select a Theme by clicking Use.
You can also click Customize to create a new "Custom Theme" based on that one.
2. Click Save & Next to proceed to the Design Elements page.
Design Elements
The Design Elements page has four panels:
Design Elements – Page Elements panel
Click any of the elements on the Page Elements illustration on the left to edit it in the panel that opens on the right.
The default element is the header.
You can Save that element. You can then select another element on the left. You can also step through elements by clicking Save & Next.
Hover over an element in the illustration to see its name.
The full list is:
- Header
- HTML (below header)
- Tabs
- Session Layout(s), depending on which Session Display style was selected ):
- Highlighted Session Layout (for Magazine Style)
- Promoted Session Layout (for Magazine and Promoted Styles)
- General Session Layout (for Magazine Style, Promoted Style, and General Sessions)
- HTML (above footer)
- Footer
- Speaker Layout
Not illustrated, but listed below the illustration, are these three elements you can also edit:
- Login Screen
- My Sessions
- Additional Settings
Login Screen
Login Screen is the popup screen on which the attendee logs in using the credentials they used to register.
To make the catalog public, requiring no login, change the toggle switch from Enabled to Disabled. To restrict the access only to registration of particular registration statuses, select those under Allowed Registration Statuses. One of the options is 'All' statuses. Selecting 'All' statuses means no restriction.
My Sessions
My Sessions is the page element in which the logged-in attendee sees and can add to the sessions they've selected.
> Note: Your administrator sets the 'Add to Calendar' display options for this section. This display option is at the account level on Account Settings> Management > Add to Calendar.
Additional Settings
Additional Settings inserts scripts or CSS references separately for the DOM header and DOM footer.
When you've configured the design elements, click Save & Next to proceed to the Data page.
Data
The Data page has up to three tabs, depending on which Session Display style was selected:
- Highlighted (for Magazine Style)
- Promoted (for Magazine and Promoted Styles)
- General (for all three styles)
In each tab, choose how those sessions will be displayed. In the Highlighted and Promoted tabs, choose which sessions to highlight and promote. In the General tab, define Filters and Grouping(s).
Video: Selecting Sessions for the Session Catalog Video: Selecting Sessions for the Promoted or Highlighted Sessions