Using Custom Session Fields

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Use custom session fields to add internal information about a session, such as the type, building, or audience. You can later run reports on these fields or display them to registrants when you activate the Agenda Builder.  


Adding a Custom Session Field

1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under Account, click Custom Fields.

Select Custom Session Fields from the View dropdown.


2 Add the custom session field. Click Create Custom Field.
 
 
NOTE: The button will not appear if you have reached the limit for your account.

Name the custom session field. Feel free to reuse this name for the Code textbox.The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance to fellow users who are adding or editing sessions. In the example below, the help text explains what users should enter in the Audience field
 
User-added image

Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time provides a series of dropdowns for each collected field. To make date selection faster, ensure "Display pop-up calendar?" is set to Yes.
  • Open Ended Text - One Line generates a textbox sized for a single word or sentence. You can specify the format people must use in the textbox, such as email addresses or phone numbers. Hover over the This image is not available because: You don’t have the privileges to see it, or it has been removed from the system next to the Answer Format dropdown for an explanation of each.
  • Open Ended Text - Comment Box generates a textbox with a set character limit.
  • Choice - Single Answer (Drop-Down) displays your entered answers in a dropdown.
  • Choice - Single Answer (Vertical) displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) allows selecting more than one answer by clicking while holding CTRL on the keyboard.
  • Choice - Multiple Answers (Vertical) positions your entered answers alongside a vertical list of checkboxes.
  • Choice - Multiple Answers (Horizontal) positions your entered answers alongside a horizontal list of checkboxes.

Click Save.

3 Add information to your sessions. Under Solutions at the top of the page, select Events. Choose your event. Hover over Event Details and, under Agenda Items, click Sessions.

Add a session, give it a name, and click Save. Or, click the name of an existing session.

Click Edit. The Details tab opens by default. Select the neighboring tab, Custom Fields. The custom fields you created appear here automatically. Use them to describe your session and click Save.

 
User-added image
 

Running Reports on Custom Session Fields

1 Create a report. Begin by selecting your event. Hover over Reporting and, under Reports, click Reports (New).

Custom session fields appear in all reports under the Session and Agenda Item Reports category.
 
Select Session and Agenda Item Reports from the Category dropdown, then click on a report to run it. Hover over Data in the top right, then click Change Report Data. Click the neighboring tab, Fields, then select Custom Session Fields from the Display dropdown. Click + next to the fields you want to include in the report.

User-added image

Click Run.


Deleting a Custom Session Field

 
NOTE: Deleting a custom field will delete all the corresponding data.
1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under Account, click Custom Fields.

Select Custom Session Fields from the View dropdown.


2 Delete the custom session field. Hover over the User-added image to the right of the session custom field, and click Delete. Click Confirm.

 

 

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