To add a new speaker, click Add New at the end of the Speaker List heading.
To edit an existing speaker's record, click under Actions in the Speaker List panel.
Those actions open an Add Speaker or Edit Speaker pop-up window.
To delete a speaker's record, click under Actions in the Speaker List panel.
To delete multiple speakers, select them in the Speaker List, click the Delete mass action, and run it.
Background
On this page you add, edit and view speakers in Speaker and Session Management.
The module must be enabled for the event in Plan > Configure > Options > Functional Areas Needed by the Event.
Note: Speaker records are added to the account’s Profile database, with additional information on this Speakers page.
An administrator is therefore able to anonymize a speaker's record if asked to do so.
This includes removing all Personal Identifying Information (PII) and optionally deactivating the record.
See Profile Anonymization.
Related Info: Video: Adding a Speaker.
Speakers may add their own records via the Speaker Portal if the event has one.
If you are using Certain Mobile in the event, this uses the same speakers you set up here.
This is different from using Event Setup > Speakers, which is not available when Speaker and Session Management is enabled for the event.
Buttons
Add New — Add a new speaker, in the Add Speaker pop-up window.
Import — Import speakers from an Excel file or a CSV file.
Export — Export all speakers to an Excel file or a CSV file.
If you have applied a filter to the list, then the same filter applies to the export.
Note: Google Drive may be required to view exports that include non-standard characters.
Mass Actions
Mass Actions are disabled until you have selected speakers to process in bulk.
Mass Actions include Create Registrations for the selected speakers.
Mass Actions include Delete for the selected speakers.
Speaker List
By default, all speakers are listed.
To filter the list, enter values in the fields below the Speaker List heading and click the magnifying glass.
Click the X to clear any filters applied.
A blank filter (or All where the filter is Yes/No) means that the filter is ignored.
Type is one of the Speaker Types defined for the event.
Speaker Name allows typing any part of a name (First Name or Last Name).
Email allows typing any part of an email address.
Organization allows typing any part of an organization name.
Contains Profile Pic allows you to select Yes or No, or leave at default of All.
Has Associated Sessions allows you to select Yes or No, or leave at default of All.
More opens additional options. Fields are added in which you can type values.
Bio filter is Yes or No in the added Contains Bio field. Default: All.
No. of Sessions lets you select a number of sessions. Default: All.
Custom Fields lets you select any speaker custom fields added on Setup > Custom Fields.
The List includes the following columns: First Name, Last Name, Speaker Type, Organization, Email, Sessions, Reg Code, Registration Code, Actions.
Actions include viewing the speaker's details, editing the speaker's details in the Edit Speaker pop-up window, and deleting the speaker.
Speaker Types
Note: Using speaker types is entirely optional. But once you have set any up in an event, one must be assigned to each new speaker.
Add Speaker Type — To add a speaker type, enter a new Speaker Type Name in the text box, and click Add.
Make Default — Select this check box to make the new type the default for new speakers.
All Speaker Types are listed, with three columns: Default, Speaker Type Name, and Actions.
Default — One record has a check mark, indicating it is the default speaker type for new speakers.
To make a different speaker type the default, click in the Default column for that row.
Note: You cannot delete the default speaker type.
Speaker Type Name — To change the name of a speaker type, click Edit in the Actions column.
Actions — Two icons: Edit the Speaker Type Name, and click to save your changes. You can click to cancel unsaved changes.
There is no Delete icon for the Default speaker type, because you cannot delete the default; you would first have to make a different speaker type the default.
Note: You cannot delete a speaker type that's assigned to a speaker. You would first have to change that speaker's speaker type.
Import
To import speakers, click the Import button (at top right).
The import file must be an Excel file (.xls or .xlsx) or a CSV file (.csv).
It must include all the required fields: First Name, Last Name and Email.
Fields must match any validation mentioned in Add Speaker or Edit Speaker.
Gender must be "Male" or "Female" (or blank).
DOB must be a valid date in mm/dd/yyyy format (or blank).
Speaker Type must exist in the event (or be blank).
Note: The Username must be unique in the account.
There are possible results when importing:
A new speaker with no existing Profile record in the account is created if the Username is unique.
A new speaker with an existing Profile record is created if appropriate; new details are merged into the existing profile record, and a new speaker record is added.
Include Speaker Custom Fields as their own columns. Use the custom field Code as the column header.
For custom fields with pre-set options (that is answers), use the option Code as the value in the spreadsheet.
To assign more than one pre-set option value to a custom field where the Custom Field Type allows it (such as a Checkbox List or Multiple Select List), separate the options using the pipe character.
The import file cannot include a Profile Picture.
Note: Use Step 1 below to download a template which will have the columns named appropriately.
Steps to follow to import speakers:
In the first step of the wizard you can click a link to download a template Excel file to populate.
If you're updating existing speakers, you can choose to download a list of all speakers for you to edit, save, and upload back.
Once you have a file ready to import, click Next in the first step.
Drop a file into step 2, or click Choose File and select the file to upload.
In the Speaker Import step, map the columns in your import file to the Speaker Field in Certain.
Click Complete Import to start or schedule the import process.
You receive an email advising that the import is complete, and details of any rows that failed to import (for example, because they didn't match the validation rules mentioned above).
See Also:
Speaker Portal.
List of Speaker and Session Management documents, videos, and help topics.