Overview
Special consideration is required for managing speakers for Certain Platform events using the Touchpoint mobile solution.
Certain Platform uses a unique identifier for Speaker records which is not used by Touchpoint.
Updating Speaker records in Touchpoint depends on whether the Speaker record was synced to Touchpoint from Certain Platform or added directly in Touchpoint.
Updating Touchpoint Speaker Records Synced from Certain Platform
If your event in Touchpoint is integrated with a Certain Platform event, it is likely that Speaker records were created in the Certain Platform.
Those records synced over to Touchpoint.
The Certain Platform is the system of truth for speaker records.
Importing a Speakers spreadsheet into Touchpoint will not update existing Speaker records that were synced from the Certain Platform.
Importing the spreadsheet will create new Speakers in Touchpoint.
This results in duplicate Speaker records.
To update Speaker records that were synced from Certain Platform:
- Navigate to the Speaker's profile in Certain Platform.
- Update the Speaker record.
- Click Save.
- Wait for the updated data to sync over to Touchpoint (5-10 minutes).
Updating Touchpoint Speaker Records NOT Synced from Certain Platform
If the speaker records in Touchpoint were NOT synced from Certain Platform, the speaker details can be updated in Touchpoint via bulk upload.
Bulk uploading speaker details will add to or change the speaker's existing profile information without creating a duplicate speaker record.
The first name, last name, and login email used on the Speakers import spreadsheet must be exactly the same as the data on that speaker record in Touchpoint.
To update speaker records that were NOT synced from Certain Platform:
- Navigate to the Speakers page in the Touchpoint CMS.
- Click Export > All to Excel.
- Update the information on the exported Speakers spreadsheet, and save it to your computer.
- Navigate to the Speakers page in the Touchpoint CMS.
- Click Import > Excel.
- Import the updated Speakers spreadsheet.
Was this article helpful?
0 out of 0 found this helpful
Have more questions?
Submit a request
Return to top
Related articles
- Session Speaker Integration - Touchpoint
- Reports FAQ - Report Setup (Event Reports)
Comments
0 comments
Please sign in to leave a comment.