Accessing and Using the PheedLoop Speaker Portal

The Speaker Portal is a one-stop-shop where speakers at your event are able to go in and fully customize their event experience. Speaker Portals can provide Event Managers and Speakers with flexibility, customization and other capabilities. Read below to learn more about the Speaker Portal functionality.

1. Giving Speakers Access to the Speaker Portal

1. From the Event Dashboard, navigate to Speakers > Speakers
2. Select the speaker you would like to send the Speaker Portal to from the list
3. Above the speaker table, select Actions > Welcome Email

Speakers will be sent an email giving them access to the Speaker Portal where they will be required to login. This email can be customized in the Communications tab. 

2. Editing the Speaker Portal Email

1. From the Event Dashboard, navigate to Communications > Email Templates 
2. Select Speaker Welcome from the list
3. In the Speaker Welcome editor form, you can edit Subject and Body Text
4. By selecting Insert Token, you can select tokens like Magic Login Button, App Magic Login Button, Attendee Portal Link, Attendee QR Code, and more.
5. Toggle on the Enable Call-To-Action Button checkbox
   1. This checkbox will link the Speaker Portal to the email.
6. Select Save Changes

Note - the new Speaker Portal requires a login before accessing.

3. Reviewing Sent Emails

You can review who has been sent a speaker welcome email in the Event Dashboard.

1. From the Event Dashboard, navigate to Communications > Email Templates
2. Select Speaker Welcome from the list
3. Above the email templates table, select Actions > Review Sent Emails
   1. In this page you can review the attendee, their email, the date the email was sent, if the email has been opened, and if the call-to-action button has been clicked.
4. Select Download, if you would like to obtain a CSV form with all the information included

4. Customizing your Speaker Portal

With the Speaker Portal, speakers have access to features including the ability to edit profile information, update headshots, upload session files, and more.

1. From the Event Dashboard, navigate to Speakers > Portal
2. Under Pages, toggle on any of the checkboxes to hide the pages
3. Under Profile Settings, Session Settings, Co-Speakers Settings, and Contract Settings, you are able to hide sections or lock edits
4. Under General, fill out the Support Details and Welcome Text, text boxes
5. Under Design and Custom Code, fill out the text boxes with custom CSS code
6. Select Save Changes

Quick tip: if you would like to take a look at the speaker portal yourself, you can do so by adding your email in the Speakers tab on the Event Dashboard. If you don’t want your profile to be visible you can toggle off the following checkboxes: Speaker is Visible, Show Profile in Website Directory, Show Profile in Website Card Array, Show Profile in App.

5. Setting up Live Polls and Q&A in the Speaker Portal

Note - the Advanced Audience Interaction power-up is required to use this feature.

5 (A). Enabling Polls and Q&A

1. From the Event Dashboard, navigate to Sessions > Sessions
2. Select the session you would like to adjust from the list
3. In the session editor form, navigate to Options
4. Toggle on Enable Live Polls and Enable Q&A checkboxes

5 (B). Setting up Polls and Q&A via the Speaker Portal

1. From the Speaker Portal, navigate to Sessions
2. Select the session you would like to adjust from the list
3. Under Polls, select Add New Poll
   1. Fill out Poll Question, Option 1, and Option 2
4. Select Save
5. Under Q&A, select a question left by an attendee and fill out the text box underneath Answer

5 (C). Accessing Live Polls and Q&A via the Virtual Event Portal

In addition, team members can also access the Live Polls and Q&A from the Virtual Event Portal if they want to play a moderator role during a session.

1. From the Virtual Event Portal, navigate to Backstage 
2. Select your session and navigate to Polls and Q&A
3. Under Poll Question, fill out the question you would like attendees to answer
   1. Under Options, fill out an answer to the poll question and select the enter key.
   2. Select Save when you are finished.
4. Beside created polls, select Edit to customize the poll and select Enable to activate it
   1. Select Disable, to hide the question from attendees.

Q&A is set up automatically, allowing attendees to ask questions throughout the session which team members can answer.