The Agenda section in the app can be used for any time-based items in the app, like a schedule of events. Click on the Content Tab in the CMS, and then click on agenda section of the app menu to start working with agenda items.

From the agenda screen in the CMS, you can:

  • Add a single item: click the ‘+ Add Sessions’ button at the top and fill out the fields.  The name of the session and start and end times are required fields.
  • Import multiple items: click the ‘+ Add Sessions’ button in the top, download the CSV template, fill it out (name, start and end time, and a unique ID are required fields), and then upload that same template by clicking ‘Import’.


Editing an Agenda Session

To edit an item already in the Agenda section, click on the name of the item.  When you’ve finished editing information for the single item, be sure to click ‘Save Changes’ at the bottom of the screen to save the entry.

Using the Agenda Import Template

To download the import file to add agenda sessions to your app via .csv import, go to the Agenda section in the Content tab of the CMS and click on 'Add Sessions' and then 'Download Import Template'.

Here are the guidelines you will need to follow to fill out the template correctly. Required fields are listed in bold. For any columns that you are not filling in data, just leave them blank on the template. Please DO NOT delete or modify any column, including the headers, or the import will not work.

If you need to use special characters in your content import, please also reference this article.

Field
Example / Data Format / Best Practice
Character Limit
Session Name
Plain Text
e.g. Welcome Reception
250
Description
1 Paragraph, Plain Text
15000
Start Times
Month/Day/Year 8:00 AM
NA
End Times
Month/Day/Year 9:00 AM
NA
Location
Room 101
45
Session Tracks
Comma-separated
e.g.Marketing, Sales, IT
60 each
Filters
Create in CMS before import
Comma-separate in template
e.g. keynote, breakout session, reception
60
Speaker IDs
Comma-separated
e.g. Speaker002, Speaker017, Speaker025
500
Link URLs
Hosted file URLs or relevant links to this session that you want to share on the details page
http://www.example.com/exampledocument.pdf
2000
Session ID
Session001
500

 

  • Session tracks will be created automatically upon import
  • Filters must be created in the CMS prior to import and then entered into the template. It is usually easier to create and attach filters in the CMS all-together.
  • To find all of your ID #'s for speakers already entered into the CMS, you can download the Content List file from the Exportable Reports section of the Event Performance tab in the CMS.

To import the file after you have completed all the sections

  1. Click the App Section you would upload the content for.
  2. Click the 'Add button located at the top.
  3. Select 'Import Excel or CSV file' from the drop-down, then select your file, and click 'open'.
    1. Supported file types for import:
      1. .csv (encoded in UTF-8)
      2. .xls (Microsoft Excel 1997-2004)
      3. .xlsx (Microsoft Excel 2007 and beyond)
  4. That will then take you to the import preview where you can see the summary. If this information is correct, click 'save and continue' and the import will process.

To update your Session Tracks and/or Filters

 


In your Agenda section:

  1. Click the 'Actions' drop-down located to the right.
  2. Select 'Export Data' from the dropdown to export a .csv file of your most up-to-date session information in the CMS.
  3. Make your updates to your session template and please note the following:
    For updates to tracks and/or filters, you will need to list all desired tracks/filters on the agenda template as the importer supports "de-linking" for session tracks/filters (meaning it will remove all tracks/filters from the session in the CMS that are not listed in the import template).
  4. Save your changes to the exported session template.
  5. Then select the 'Add Session' button located towards the top of the CMS and select 'Import Excel or CSV file' from the drop-down, to select your updated file.
  6. This will then take you to the import preview where you can view the summary and select 'save and continue' to process your import.