Setting up and Customizing Speaker Contracts

Speaker contracts are a feature at PheedLoop that ensure speakers agree to the terms and conditions before entering their Speaker Portal. When this is enabled, a speaker will have to fill the contract out upon visiting their Speaker Portal.

1. Setting up Contracts:

Contracts are agreements that all speakers will have to sign before accessing their speaker portals.

1. From the Event Dashboard, navigate to Speakers > Settings and ensure that Require Contract Signing is toggled on
2. Within the same Settings area, fill out information related to your contract via the Contract Summary Content 
3. Finally - navigate to Advanced > Custom Forms > Create > Category and select Speaker Contract
4. Enter your various questions and other content required for the Speaker Contract and select Save Changes
   1. Speakers will read these questions and content before signing

The text under Contract Summary Content will be shown on the landing page for speaker's when signing their contracts, and on the PDF documents generated thereafter. This email can be edited from the Event Dashboard.

1. From the Event Dashboard, navigate to Communications > Email Template
2. Select Speaker Contract Confirmation from the list
3. Under Subject, fill out the subject line of the email
4. Under Body Text, fill out the text you would like to edit in the email
   1. By selecting Insert Token, you can add custom links like Attendee Portal Link, Attendee QR Code, Temporary Password, and more.
5. Optionally, toggle on the Remove Default Welcome Message checkbox 
   1. This will remove the default greeting included in emails, useful if you would like to include your own custom greeting in the email body.
6. Toggle on the Enable Call-To-Action Button checkbox 
   1. This will include a button in the email that will take the user to the speaker portal.
7. Toggle on the Enable Attachment checkbox
   1. This will attach the speaker contract in the email. If toggled off, no attachment will be sent.
8. Toggle on the Include Login Credentials checkbox
   1. Select this option to include login credentials for the email. If the user has already set a password for their account then the password will not be shown.
Select Save Changes

2. Test the Speaker Contract Feature

The best way to test the speaker contract is to add yourself as a speaker. To do this:

1. From the Event Dashboard, navigate to Speakers > Speakers > Create
2. Add yourself as a speaker and select Save Changes.
3. Select Actions > Welcome Email
4. The email will contain the link to your speaker portal
   

Please note that upon completion of the Speaker Agreement, Speakers will be emailed a PDF of the contract along with their signature.

3. Accessing Report Data for Speaker Contracts

If you need to see the results of signed contracts, you can do so by:

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select Speaker Report
3. Under Fields, ensure Forms is included among the tags
4. Select Save Changes
5. Select Actions > Generate Report
6. Select Download Previous Report once generation is complete

4. Download Speaker Contracts

You can download speaker contracts by doing the following:

1. From the Event Dashboard, navigate to Speakers > Speakers
2. Select the intended speaker
3. Select Actions > Download Contract
4. A PDF of the contract will appear in the downloads folder