How to Use the Agenda Template Excel
The Agenda template Excel is a powerful tool that allows you to streamline the management of your agenda data. In this article, we will walk you through the process of utilizing the Agenda template Excel, from understanding the flow to step-by-step instructions on how to fill in the template. With this knowledge, you'll be able to effortlessly organize your agenda sessions and speakers, making your event planning more efficient.
Process:
- Download the template provided
- Fill in the data in the designated sheet, following the instructions for data format under each column header
- Pay attention to columns with asterisks (*), as they denote mandatory fields
- Once you have filled in all the necessary data, hand over the completed document to your Customer Success Manager
- The upload process typically takes 2 working days to complete, assuming all the data is correctly arranged. If any mistakes or discrepancies are found, the file will be returned to you for correction
How to Use the Templates:
- Agenda session template
Header Name | Description |
Agenda Session ID * | Agenda Session ID is used as an identifier to tag the speaker to a specific session. This ID can be self defined, as long it’s unique for each session. Ex: sess1, sess2, etc. You can also use numbers. |
Session Title * | Session Title |
Track Name * | Track Name |
Session Date * | Session date with this format (dd/mm/yyyy) |
Session Start Time (HH:MM) * | 24h clock e.g. 10:00, 15:00 |
Session End Time (HH:MM) * | 24h clock e.g. 10:00, 15:00 |
Location (for Onsite Sessions) | Location name for onsite session |
Session Description | Session description |
Session Tags | Multiple values can be passed through semi-colon separated values |
Session Banner Image URL | At least 1000px width image on your session profile. No height restriction. Max 1MB. Recommended at least 1280px width, with ratio of 10(width) to 1(height), when used alongside Header Media. |
Session Link Button Name | Link button which will be shown on web |
Session Link Button URL | Link URL which will redirect to the page while the button is clicked |
- Agenda Speaker Template
Header Name | Description |
Agenda Speaker ID | Agenda Speaker ID used as an identifier for the speaker. This id is self defined, but the id must be unique. |
Full Name * | Speaker full name |
Speaker email | |
Company Name | Speaker company name |
Job Title | Speaker job title |
Speaker Description | Speaker bio/description |
Speaker Profile Image |
URL format with the image size as 120px by 120px. |
Agenda Session ID | If provided, the speaker will be linked to the session uploaded from the Agenda Session Excel. We support one speaker to be linked to multiple sessions through semi-colon separated IDs. |
Things to Consider:
- Tech Process SLA: Please note that it may take up to 2 working days for our technical team to process the uploaded data. Plan accordingly and allow sufficient time for this step.
- Update Template: When updating the template, ensure that you make a minimum of 50 changes. This limitation is in place to avoid overwhelming the technical team with numerous small requests. It's more efficient to consolidate your changes into a single upload whenever possible.