Speakers module overview

In addition to the information provided in Adding speakers to the workspace, this article will provide a more complete overview of the Speakers module, as well as its various functionalities.

The Speakers module is where the speakers at your event are added to the workspace, and is used to manage their profile information, pictures, as well as their settings or preferences (such as their visibility or activity).

As such, it contains all the speaker information associated with the event, including their name, company or organization, phone numbers, email address, linked pages or documents, etc.
Speaker information is fully customizable, as you can edit the information fields that are included for your speaker profiles or add new ones using the metadata manager.

The module also allows you to quickly find speaker profiles, as well as sort and filter through speakers.

There are four tabs available in the Speakers module that you can navigate to. Below we'll provide some information on each of these tabs.

The Speakers tab is the first one that appears when you go to the Speakers module. 

This tab is used for the following:

• See the full list of speakers in the workspace, and perform certain individual or bulk actions.
• Find and access a speaker's profile, using the search field.
• Add new speakers to the workspace individually or via a bulk import.
• Export a list of all the speakers in the workspace.

Below we'll take a closer look at each of these uses.

Speakers list

The Speakers list is presented as a list of the speakers included in the workspace. Here we'll take a closer look at the information it contains, using the below example where there are three created speakers:

At a glance, we can see the following high-level information reading these speakers, as taken from their profile information: their photo, first and last names, and titles.

Clicking on a speaker's name in this list will display their profile information, wand allow you to make any necessary edits. More details on the information available in a speaker's profile is available in the Adding speakers to the workspace article.

Speakers list actions

You can perform a number of actions from the Speakers tab, via the following buttons:

New speaker
Click on this button to add a new speaker manually to the workspace.

Export XLS
Click this button to export a full list of the speakers in Excel format.

Import XLS
Click this button to import a list of the speakers in Excel format. 

In the Speakers tab, you can also select individual or multiple speakers, using the checkboxes to the left of their names in the list, in order to perform a number of actions that appear onscreen:

Delete
Clicking this button will delete the selected speaker(s) from the workspace.

Duplicate
Clicking this button will duplicate the selected speaker(s) from the workspace, copying over their information.

Bulk edit
Select multiple (or all) items in the list and then click on this button to access a screen where you can make any type of changes, to all the selected items, in a single stroke.
More information is available in the Bulk editing article. 

Speaker photos tab

The Speaker photos tab is used to manage all the speaker profile pictures. Here you can upload/download pictures to/from your speaker's profiles.

Uploading speaker profile pictures

Using the speaker photos tab you can bulk upload pictures to your workspace and then link them to their corresponding speaker profiles. This will be faster than uploading the pictures one-by-one in the individual speaker profiles.

Step 1 - bulk uploading the pictures to the workspace

1. Export the speaker list that contains all the speaker IDs, using the EXPORT XLS button:
   
2. Gather all the speaker pictures you want to bulk upload to the workspace into a folder.
3. In the folder, rename each picture file based on the the ID for the speaker you wish to associate it to (the IDs are listed in the speaker export).
4. Compress the folder containing the renamed pictures into a ZIP file.
5. Upload it to the workspace using the IMPORT XLS button.

Step 2 - Associating the uploaded pictures to the speakers in the workspace

1. Go back to the exported speaker list.
2. Add a photo column to the export XLS file, and then for each speaker in the report add the following path in the photo column: presenter-photo.photoid/file.png.
   You'll next need to replace the "photoid" text in the path for each speaker in the export file, with the specific name (in lowercase) of the corresponding speaker picture uploaded in step.
   You'll also need to change the .PNG or .JPG at the end of the path based on the format of the picture. For example presenter-photo.speaker1/file.pngORjpg
3. Save the speaker export and then re-upload it using the IMPORT XLS button

Important: If you are uploading PNG photos, the path is presenter-photo.photoid/file.png.
If you are uploading JPEG photos, the path is presenter-photo.photoid/file.jpg.
Remember that the recommended format for a speaker picture is a 400x400px JPG file.

Downloading speaker profile pictures

You can also download speaker profile pictures via the Speaker photos tab, by selecting the speakers in the list and clicking on Download. This will download a .zip file containing the pictures of the selected speakers.

The downloaded pictures will be named in the same way as they were when they were uploaded.

Preferences tab

The Preferences tab contains a number of settings that can be applied to the speakers added to the workspace, as well as the speaker lists or links.

There are three main sections in the Preferences tab, that we'll explore in the sections below:

Settings

Presenter

Here you can configure how you would like the speakers list to be displayed in the app:

You can group speakers to be displayed in the list based on a shared metadata (or field) from the speakers' profiles. To do so, check the List grouped? box, and in the List grouped by field, replace the text that says PUT_YOUR_FIELD_HERE with a metadata field (for example {{{country}}}, to use it as a grouping criteria for the speakers.

In the list, you can also choose which speaker fields will be used to filter the speakers in the list.

Note: Grouping is only supported when accessing the event via the native app (not the web app), and only works on Custom lists.

Content editors

Speaker list filters

This field is used to configure the filters you'd like to make available to app users when they view a speaker list, whether it is the default speaker list or a custom list.

Note: Filtering is only supported when accessing the event via the native app (not the web app).

By default, a Reset all filters item already exists. It’s recommended that you leave the Reset all filters set to mode Reset so that users have a quick way to reset all filters:

To add a new (second) filter, tap the blue plus + button:

Next, click on the newly created filter to edit its settings:

Title
Titles are determined by a translation key (label identifier) and its corresponding translations texts (the text actually displayed in the app under Filters, which can be in multiple languages). There are existing translations in the drop-down list that you can choose from, but you may need to create your own:

The translation key works as a unique identifier for the translation. New translations can also be created by selecting Add a new shared translation in the drop-down list. The system will prompt you to enter a new label ID (the i18n key), and then to add the text to be displayed in English:

Important: When creating a new label, the translation key should start with "filters." followed by the title to be used, with no capitalization, special characters, or spaces. The period "." in this string is very important so please do not forget to include it. Spaces can be replaced with underscores.

Once this is done, you can add the actual text translations, i.e. the text that will be displayed for the filter in the app.

 

The translations texts are the texts that are actually visible in the filter in the app, including the default English (EN) text and any other languages that will be displayed if the app is using a different language than English (such as French, FR).

For example, per the above screenshot, if filtering by Topic, the translation key could be “filters.topic” and the translation for EN (English) could be “Topic”.

Mode
Mode determines the function that the button will perform:

• Reset: This clears all filters if tapped in the app, and is used by the default Reset all filters item that is mentioned above.
• List: Use if you want to filter by all the options that exist within a particular Speaker metadata. For example, if Speakers' topics are added to their metadata, you may choose List as the Mode and all of the existing topics from all the speakers will show here in the app as an option to filter by. To note, you’ll need to fill in the “Item template” (see below).
• Sub-list: If you want to have control over the options within a particular metadata that you give the option to filter by, use Sub-list. For example, If you want to give the option to filter only by people named “John” and “Sue”, you would choose Sub-list as your Mode. Note: You need to fill out “Item template” and “Values” (see below)

Item template
This determines what Speaker metadata is to be filtered. You must use “doc” as a prefix and surround with 3 moustache brackets. For example, if you want to filter by “topic” metadata, you would enter {{{doc.topic}}}.

Values
Values are only used when the “Sub-list” Mode is selected (see above). Tap the blue plus + sign to add specific values to filter by. For example, if you wanted users to be able to filter speakers only by specific topics, you would create a Value for each topic. To work properly, this text needs to match exactly what is input in the corresponding Speaker metadata fields.

Link appearance

Here you can configure how the link to access the list of speakers will look.
You can configure the visible icon and text that will be displayed for the link.

Icon
Select the icon that will be displayed, or upload a new one and select it.

Title
Here you can select or create the main text label for the link.

Subtitle
Here you can configure some secondary text to display, by selecting an existing label or by creating a new one.

List item appearance

Here you can specify how you would like the items in the list of speakers to appear (i.e. the actual speakers in the list):

Three lines are used to configure what speaker information will be displayed for each speaker in the list. Each line in these settings uses a metadata to pull information from the speaker profile in order to display it in the list:

These lines can be edited to use any of the metadata (or fields) available in the speakers' profiles.

Custom lists

Here you can create custom lists of speakers, or groups of speakers, based on the information present in their profiles. To be more specific, here you will actually be creating a link or item which, when tapped by the app users, will open a list of speakers.

This list (or link/item) can then be made directly accessible to your app users, for example via an app menu, quick link, or added to a page as a link. You could for example create a group of speakers from the same organization, and make the group accessible/visible to only users from that organization.

Icon
Add an icon for the user list item or link.

Title
Add a title to the Speaker list. This will appear at the top of the list in the app.

Filter
Add rules here, based on metadata, to determine which speakers will be included in this list.

List grouped?
Select this if you would like the speakers to be grouped within this list, based on a metadata.
More information on how this works is explained above in the Presenter setting section.

List grouped by
Replace the text that says PUT_YOUR_FIELD_HERE with a metadata, to use it as a grouping criteria.

Sort by
Choose the metadata (speaker information fields) that will be used to sort the speakers in the list.

Enable search
Check this box if you would like the search field to be available for use above the speakers list in the app.