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Add Sessions to your Event
Add Sessions to your Event

How to add sessions one at a time, in bulk via a CSV file upload, and delete sessions.

Kacie Ferguson avatar
Written by Kacie Ferguson
Updated over a month ago

β“˜ This article is for Event Organizers

If you need to add your schedule to your event when using Session Tracking or the Mobile app, you will have 2 options:

πŸ’‘ Tip: Unless you are loading 30+ sessions, we recommend adding sessions one by one, so you don't miss any important details. Don't worry, it won't take you that long!


Create One Session at a Time

Are you ready to get your event agenda/ schedule into your event? Let's get you started on creating sessions! You can add important information like descriptions, CE Hours and Names, and upload session specific materials.

πŸ’‘ Tip: If you have your speaker information, you will be able to create and add them into each session as you go through making your sessions.

1. Click on Sessions section of your event.

2. Click Add Session

  • If you already have sessions created, Add Session will be in the top right.

3. Input the necessary information for your session

  • Title, Start Time, End Time, Location, Session Type are required

  • Description is not required, but highly recommended if you will be utilizing the Mobile App for attendees.

  • The attendee session fields are for in-person, mobile app events only. They can be used for sponsored sessions to provide a URL link in the app.

  • Validating registrants means that an attendee has to have the Session on their "My Schedule" in order to be able to attend. They can add a session to their schedule through Session Pre-Registration, or by clicking Add Session on the Mobile App.

  • Upload Session specific materials (must be less than 10mb)

4. Add speakers to the session. Once you add your speakers, they will be available to add to other sessions as you create them.

πŸ’‘ Tip: You can also add all of your speakers in the Speakers section under Sessions. Here is more information on adding and managing speakers in your event.

❗ Important: Your speakers will appear within the sessions on the mobile app in Alphabetical order by last name.

5. Add your Continuing Education hours and Names. This is vital for your data reporting if you plan to use Session Tracking for your CE hours.

  • One you add a CE Name, you can then use it for other sessions by highlighting the name and selecting Add

6. Add session specific Session Feedback questions.

❗ Important: Session Feedback Questions are only available when using the Mobile App. Here is more information on adding Session Feedback questions.

7. Click Save to go back to the sessions view or Save & New Session to continue building your schedule.


Add Multiple Sessions at Once

To upload multiple sessions into your event agenda/schedule at once, follow the steps below. This is done via a CSV file upload.

1. Click on Sessions --> Upload Multiple Sessions

πŸ‘‰ We’ve provided a sample template to get you started on your upload

πŸ’‘ Tip: Your file must be saved as a CSV file in order to upload. Make sure each of the session fields are a separte column in the spreadsheet.

2. Click Select Completed File. Once you’ve uploaded your file, drag and drop the corresponding tiles from the left side (column headers in your CSV file) to the right (session fields).

  • Session Title, Start Time, End Time, Location and Session Type are all required

❗ Important: The session type must match exactly to one of the listed Expo Pass Session types. We suggest using General for your upload and adjusting later.

3. When you are finished, click Save.

4. Click back to the Sessions to see all of your sessions. (this may take a moment to load depending on the amount of information)

πŸ’‘ Tip: To see the sessions on each day, click on the tab with the date to view that day's sessions.

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