Speakers can be added to workspaces and linked to agenda session, where they will appear for users to see.
Their profiles can contain their personal information such as their name, title, company/organization, location, biography, profile photo, and the sessions they are speaking at. Pages and documents can also be created in the workspace and linked to their profiles.
This article will take you through the steps of adding speakers to the workspace.
To access the Speakers module in the workspace, click on the Content icon in the main menu to the left of the screen, and select Speakers.
Adding a speaker to the workspace
Follow the below steps to add an individual speaker manually to the workspace.
Go to the Content category in the main menu to the left of the screen, then select Speakers.
In Speakers, select the New speaker button. This will open the below screen, where you can add all the necessary information pertaining to the speaker that you wish to add:
Add the speaker's first name.
Add the speaker's last name.
Add the speaker's title. For example "Mrs", "Mr", "M.D", "PhD", etc.
Add the speaker's company or organization.
Add the position of the speaker in their company/organization.
Add the speaker's country, for example the country of residence or the nationality of the speaker.
Add the speaker's biography.
Here there are two options available for the speaker:
- Active means that the a speaker will be active and visible in the workspace to app users.
- Hidden means that the speaker will not be visible to app users in the workspace.
In this field you can add documents to a speaker's profile for app users to access, or create new documents to be linked. More information on uploading or creating documents will be provided later on in this Getting started series, in the Adding documents to the workspace article.
When the app user opens a speaker's profile page, it is displayed using a page template. This field allows you to choose the page template used to display the profile.
The default one is the "presenters" template, available in the dropdown list, however speaker profile pages can be associated with other display templates that can be created in the workspace, and then selected here. More information on pages will be provided later on in this Getting started series, in the Adding a page to the workspace article.
Here you can upload a speaker's picture. The photo will be visible at all times, however there are two options to choose from here:
- Available offline (RECOMMENDED): Selecting this option ensures that the photo is downloaded upon app activation and stored, and therefore will be visible at all times regardless the app user having Internet/WiFi connection.
- Available online only: Selecting this option means that the app user will need to be connected to the internet to see the speaker photo.
Here a speaker profile can be linked to an app user profile, as in some cases an app user may also be a speaker.
Click on Save to finish adding the first speaker to the workspace. The List speakers tab will now open and you will see that the speaker has been added to the list of users:
So how does this actually look in the app?
Here we'll take a look at a speaker's profile in the app.
This will allow you to better visualize how the information added to Backstage is seen in the app:
Here from top to bottom you can see:
Adding more speakers to the workspace
After adding the first speaker to the workspace, you can follow the steps explained above to manually add more speakers, or you can add all the necessary speakers in a bulk operation, using an Excel spreadsheet.
This is done by:
- Downloading the existing list of speakers as a spreadsheet.
- Adding all the necessary speakers to the spreadsheet.
- Re-uploading the spreadsheet to Backstage.
Follow the below steps to perform a bulk upload of speakers into the workspace via Backstage.
1. Downloading the speakers spreadsheet
- In the Speakers tab, select Export XLS.
- Click on Download export.
- Save the spreadsheet locally, and then open it.
- The spreadsheet contains a list of speakers, and in this example it only contains one speaker (Jamie Knight):
2. Adding the speakers to the spreadsheet
The speakers spreadsheet is composed of 12 columns, each column and its content is explained below:
- fp_ext_id: This is the unique identifier that Backstage has automatically assigned to the speaker.
To make things more simple, these can be changed to "Speaker_1, Speaker_2, Speaker_3, etc. in the spreadsheet (like in this example).
- fname: Speaker's first name.
- lname: Speaker's last name.
- title: Speaker's title ("Mrs", "Mr", "M.D", "PhD", etc.).
- company:Speaker's company.
- position: Speaker's position in the company/organization.
- country: Speaker's country of residence or nationality.
- biography: Speaker's biography.
- fp_status: Will the speaker be active (visible) or inactive (invisible) to app users within the workspace.
- photo: This is a path generated by Backstage to the photo associated with the speaker. Leave this blank when adding new speakers, photos need to be added directly via backstage.
- participant: This field is left blank if the speaker is not already linked to an existing app user in the workspace. In this example, the speaker "Jamie Knight" is linked to the app user "Jamie Knight", and this field is therefore populated with the fp_ext_id for the app user Jamie Knight.
- fullname: User's full name, generated by Backstage.
Using the above information, you can directly add all the speakers that you need into this spreadsheet, like in the example below:
Once you have added all the necessary information to the spreadsheet for all the speakers that you wish to add to the workspace, you can save the spreadsheet and then re-upload the spreadsheet to Backstage in order to import the speakers.
3. Importing the speakers spreadsheet
- In the Speakers tab, and select Import XLS.
- Click on Choose file, and select the updated speakers list spreadsheet.
- Select Begin upload.
- Verify that the system has selected the correct column headers in the spreadsheet, if necessary select the correct headers.
- Click on Next.
- The system will perform the import, provide a summary of the updates made to the speaker's list in Backstage, and notify you when the import was successful.
- Click Next if the import was successful.
Note: This approach of exporting and importing speaker information via a spreadsheet can also be used to easily make multiple edits or updates to speaker information. Simply export the .XLS, make the necessary changes to the speaker information in the spreadsheet, and then upload the updated the spreadsheet to the system.
For the next steps in this Getting started series, please continue to the Adding a page to the workspace article.