Setting Up Sessions

Session Details – Basic

Once you’ve logged into the Backoffice, navigate to the Events tab and click into the desired event. Within the event, click the Sessions tab, then the Add New Session button.

First, you can add in the basic information to your session such as Name, Start Date, and both the Start Time and End Time. Location and custom values are optional, but can be added if desired. You can also add a session image that would appear on the welcome page under the section, Upcoming Sessions. We also have the ability to tag sessions if required. Additionally, you can add a session description which is the last field on the page. These are some of the basic settings that you can add to your sessions. Next, we will cover some of the more advanced settings.

Session Description is where you can add all of the descriptive content about a session. There is no content limit. The Session Descriptions can be uploaded in bulk or created individually and edited at any time.

PRO TIP: Source Code allows you to include styling directly into the Session Description using HTML Code. Supported HTML tags for the session description are:

• Bold <strong></strong> or <b></b>
• Italic <em></em> or <i></i>
• Underline <u></u>
• Line break <br/>
• Paragraph <p></p>

Sessions Details – Advanced

Under the Access Requirements section, you are able to grant access to sessions based off of an attendee’s role. For example, if you are offering either a one or two day pass, you can create a role for attendees to either see sessions for just one day, or both days based on their ticket type.

Next is the Video Content section. These settings will be relevant if you will be presenting session content to your attendees. You have the option to embed either a prerecorded video or a live stream video through the Vimeo and YouTube platform. These setting will require a Vimeo license, so if you have any questions feel free to contact your Product Specialist. All you will need to carry over your Vimeo content into the Results Direct platform is either the Video ID if it is a recording, or the Live Event ID if the video will be live streamed. For Youtube, you can identify the video ID you will need to add to the session with the example below:

In addition, if you are not going to be embedding content into the platform, you have the option to provide an External Link. This means that you can input a link from your Zoom, Go To Meeting, Teams, etc within the Video Link field. You are also able to add a title to the external link within the Label field. Once you have entered in all necessary settings, be sure to click the Save button in the top right hand corner of the page.

Associating Speakers to Your Session

After adding the initial settings for your session, we have a few additional options as well. If you have a speaker that will be leading your session, you are able to associate either one or more speakers to each session by clicking the Add button next to Associated Speakers. This will pull a list of all of the speakers you’ve added to the event. From there, you can click on their name to associate them to the session. Very similarly, we can associate exhibitors and sponsors to a session as well.

Adding Resources to a Session

You also have the ability to add different Resources to the session.This could include a Powerpoint presentation or other helpful documents that pertain to the session.You can add various resources by clicking the Add button next to Resources. First, add a name for your document. If you will be adding linked content, you can add the URL. If you are uploading a file, you can simply click Upload File. From there, go ahead and click the Create button.

We also have the ability to associate sessions to one another. For example, if you have session tracks that are happening concurrently, you can click the Add Sub-Sessions button.

Uploading Sessions

The other way to add sessions would be through a bulk upload. To do so, navigate to the Sessions tab and click the Upload/Download Data button.

Choose the Download for Spreadsheets option, which will populate a template for an Excel spreadsheet. This is where you will populate all session information. After completing this spreadsheet, save it to your computer for easy access. Navigate to the Choose File button and find your spreadsheet. From there, click the Upload File button which will bulk upload all sessions into the Backoffice.

If you have any additional questions regarding session setup, Vimeo options or the advanced settings, please contact our support team at support@rdmobile.com.