Agenda Builder: How to Use the Agenda Template Excel

For uploading a large volume of session and speaker data to your Agenda, the Speaker and Session Excel Templates provide a practical and efficient solution. This guide will walk you through how to use the templates, and ensure that your session details and speaker information are correctly formatted for seamless event planning.

Process Overview: Speakers Upload

Step 1: Download Template

On Sense, go to Manage > Agenda Builder
Go to the “Speakers” tab.
Click the “Speaker Template Actions” button.
Select “Download Template” to get the latest version of the upload file.

Step 2: Fill in the Data

Open the downloaded Excel template.
Fill in the required session information in the corresponding columns.
Refer to the table below for guidance on what to enter in each column, including data format.

Header Name	Description
Agenda Speaker ID	A unique identifier for each speaker, self-defined.
Full Name*	Speaker's full name.
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 Tags	Tags that describe the speakers, separated by semi-colons (e.g., technology; innovation).
Speaker Profile Image	URL to the speaker's profile image (500px by 500px).
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.

Note: Please ensure accuracy in required fields to avoid upload errors.

Step 3: Upload the Completed Document

Return to the “Speakers” tab in SENSE.
Click “Speaker Template Actions” > “Upload Speakers (Excel)”.

The system will process the file, this may take a moment.
Once the upload is complete, the speakers will appear on the platform.

Process Overview: Agenda Session Upload

Step 1: Download Template

Go to Builder > Sessions.
Click the “Session Template Actions” button.
Select “Download Template” to get the latest version of the upload file.

Step 2: Fill in the Data

Open the downloaded Excel template.
Fill in the required session information in the corresponding columns.
Refer to the table below for guidance on what to enter in each column, including data format.

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).
Session Location	Location name for onsite sessions.
Session Description	A brief description of the session.
Session Summary	Summary 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).
Header Media Type	The type of media to embed (e.g. YouTube, Zoom, etc)
Header Media Content	The code of the selected media to embed.
Session Link Button Name	The text displayed on the session’s link button as an added resource for the session.
Session Link Button URL	The URL which the session’s link button will redirect to when clicked.

Note: Please ensure accuracy in required fields to avoid upload errors.

Step 3: Upload the Completed Document

Return to the Builder > Session tab.
Click “Speaker Template Actions” > “Upload Session (Excel)”.

The system will process the file, this may take a moment.
Once the upload is complete, the speakers will appear on the Speakers page under Agenda.

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