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Agenda Builder: How to Use the Agenda Template Excel
For uploading a large volume of session and speaker data (minimum of 50 records) to your Agenda, the Agenda Template Excel provides a practical and efficient solution. This guide will walk you through how to use the template, ensuring your session details and speaker information are correctly formatted for seamless event planning.
Process Overview
Step 1: Download the Template: Obtain the Agenda Template Excel provided.
Step 2: Fill in the Data: Enter the required information in the designated columns, adhering to the data format specified for each field.
- Pay close attention to columns marked with an asterisk (*), as these are mandatory fields.
Step 3: Submit the Completed Document: Once all data is entered, submit the filled template to your Customer Success Manager.
Step 4: Upload Process: The file will typically be processed within 2 working days, provided the data is formatted correctly. If discrepancies are found, the file will be returned for correction.
Agenda Session Template
Header Name |
Description |
| Agenda Session ID* | A unique identifier for each session. This can be a self-defined ID, such as sess1, sess2, etc. |
| Session Title* | Title of the session. |
| Track Name* | Name of the track under which the session falls. |
| Session Date* | Date of the session in dd/mm/yyyy format. |
| Session Start Time* | Start time in 24-hour format (e.g., 10:00, 15:00). |
| Session End Time* | End time in 24-hour format (e.g., 10:00, 15:00). |
| Location | Location name for onsite sessions. |
| Session Description | A brief description of the session. |
| Session Tags | Tags that describe the session, separated by semi-colons (e.g., technology; innovation). |
| Session Banner Image URL | URL to an image for the session banner (minimum width 1000px, max file size 1MB). |
| Session Link Button Name | The text displayed on the session's link button. |
| Session Link Button URL | The URL the link button will redirect to when clicked. |
Agenda Speaker Template
Header Name |
Description |
| Agenda Speaker ID | A unique identifier for each speaker, self-defined. |
| Full Name* | Speaker's full name. |
| Speaker's email address. | |
| Company Name | The company or organization the speaker is associated with. |
| Job Title | Speaker's job title. |
| Speaker Description | A short biography or description of the speaker. |
| Speaker Profile Image | URL to the speaker's profile image (120px by 120px). |
| Agenda Session ID | If provided, links the speaker to a session from the Agenda Session Excel. Multiple sessions can be linked using semi-colon separated IDs. |
Things to Consider
Tech Process SLA
- The technical team requires up to 2 working days to process your uploaded data. Be sure to account for this time when planning your event.
Update Template
- If you need to update the template, ensure that you make at least 50 changes. This helps avoid overloading the technical team with multiple small requests. It's more efficient to submit larger, consolidated updates in a single upload.