Introduction
Setting up a Speaker Catalog is very similar to setting up a Session Catalog.
Each setup uses the relevant Catalog Designer, which opens in a new browser window.
Each Catalog Designer looks and feels different from the rest of Certain Platform.
You can have multiple Speaker Catalogs in an event.
You can use Speaker Catalogs whether an event is digital or in-person.
Adding and Editing a Speaker 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. At the top of the list, click Add a Catalog. 4. Enter a Catalog Name. 5. Select the Catalog Type: Speaker Catalog. 6. Copy Style and Header from. 7. Select another catalog to copy style and header from if the event has existing catalogs. 8. Click Save. 9. Your new catalog appears in the Catalog List. 10. Edit the catalog as described next.
Editing a Catalog
> Note: At any stage, 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, select the pages and tabs to edit just those elements.
1. If adding a new catalog you have just added, proceed to Step 3. 2. If editing a configured catalog, go to Manage > Speakers and Sessions > Catalog List. 3. Click edit in the Actions column to edit the catalog. 4. The Certain Speaker Catalog Designer opens in a new browser window. 5. The first page is Define Layout. 6. The Define Layout page has two tabs: Page Elements and Theme. 7. You land on Page Elements, as described next.
Define Layout > Page Elements tab
1. Observe the central illustration of page elements. 2. The page elements appear from top to bottom in this order: 1. Header (edit on the Design Elements page described below) 2. Featured Units (edit in Step 2) 3. Basic Unit (edit in Step 3) 4. Footer (edit on the Design Elements page described below) 3. Under Featured Units on the left, select one of three illustrated options to determine how the catalog should display featured speakers: 1. Cards 2. List or Single 3. None 4. Under Basic Units on the right, select one of two illustrated options to determine how the catalog should display speakers othern than featured speakers: 1. Cards 2. List 5. Click Save & Next to proceed to the Theme tab.
Define Layout > Theme tab
1. Several out-of-the-box Themes are displayed. 2. The selected Theme is highlighted. 3. Select a different Theme by clicking Use. 4. Click Customize to create a new Custom Theme based on that one. 5. Click Save & Next to proceed to the Design Elements page.
Design Elements – Page Elements panel
1. The Design Elements page has one panel on the left: Page Elements, as described here. 2. The larger panel on the right is where you edit the page element you select on the left. 3. Click any of the elements on the Page Elements illustration on the left to edit it in the panel that opens on the right. 4. You can Save that element and select another one on the left. 5. You can step through all elements by clicking Save & Next. 6. Hover over an element in the illustration to see its name. 7. The illustration order runs top to bottom. 8. The illustration order matches the order you edit elements when you click Save & Next. 9. Edit Header. 10. Edit HTML (below header). 11. Edit Tabs. 12. Edit Featured Speaker Layout. 13. Edit General Speaker Layout. 14. Edit HTML (above footer). 15. Edit Footer. 16. Speaker Sessions – Select and configure the template used to display the Speaker and their Sessions. 17. Additional Settings – Insert scripts or CSS references separately into the DOM header and DOM footer. 18. When you have configured the design elements, click Save & Next to proceed to the Data page. 19. On the Data page, you can select featured speakers.
Data – Details panel
1. Featured tab – Select up to 20 featured speakers if the design includes displaying featured speakers. 2. General tab – Define: 1. Default Filters, e.g. by Speaker Type 2. Grouping, e.g. by Speaker Type 3. Sorting, e.g. by Speaker Last name 4. Grouping Style – Font Color, Style, and Size for the top level of grouping. 3. Final step: Save & Preview