Assigning Tracks to your Sessions

Tracks in PheedLoop allow you to categorize sessions based on themes, topics, or audiences, making it easier for attendees to navigate your event schedule. Creating and assigning tracks helps organize your sessions, improves filtering in the event app and virtual portal, and can enhance the overall attendee experience. This guide will walk you through how to create tracks and assign them to sessions within the Event Dashboard.

Adding Tracks

1. From the Event Dashboard, navigate to Sessions > Tracks

2. Select the Create button

   

3. Under Details, ensure the Track Visible checkbox is toggled on

   

4. Fill out the Name and Description fields for your Track

5. Designating a colour under the Color field will change the colour of the track

   

6. Select Save Changes once all prerequisite information has been filled

Your track should now be saved and can be assigned to any session. To remove a track, select it’s checkbox and select Actions > Delete.

Quick Tip - If you are using CE credits for your sessions, you can assign bonus credits by populating the Extra Credits Value field.

Assigning Tracks to Sessions

1. From the Event Dashboard, navigate to Sessions > Sessions
2. Select the session you wish to adjust from the list
3. Scroll down to Other Details
4. Under the Tracks field, select the Track you wish to assign to the session

5. Select Save Changes

   

Quick Tip - You can assign Tracks to multiple sessions simultaneously by clicking the checkboxes for your sessions and selecting Actions > Edit. Alternatively, you can assign multiple Tracks as a session import.

Bulk Uploading Session Tracks

Multiple tracks can be uploaded simultaneously in the Event Dashboard.

1. From the Event Dashboard, navigate to Sessions > Tracks and above the Tracks table, select the upload button

   

2. Select Download Template

   

The tracks template will now be downloaded onto your device.

1. Open the Tracks template file
2. Fill out the information outlined in the Headings in the Tracks Upload Template step below
3. Save the document as a CSV file
4. From the Event Dashboard, navigate to Sessions > Tracks
5. Above the Tracks table, select the upload button
6. Select the Drag and drop some files here, or click to select files to upload your template

7. Select Submit

   

Headings in the Tracks Upload Template

The tracks template has multiple columns to fill out. Below, we will define each column and its purpose.