Customizing and Enabling Speaker Roles

PheedLoop offers customizable roles for speakers that can be assigned in sessions. While not mandatory, it can greatly enhance the clarity, attractiveness, and overall effectiveness of a session’s description.

By categorizing speakers according to roles, such as keynote speakers, panelists, workshop leaders, or moderators, the audience can easily identify who and what each speaker does. This is a great way of highlighting your speakers and giving them specific recognition at your event.

The Speaker roles will be available and seen within the Event Website, the Event App and the Proposals System.

Creating Speaker Roles

Contrary to their name, Speaker Roles are located under Sessions in the Event Dashboard. When creating a Speaker Role, event organizers can display the speakers as either a card or text.

Displaying as a card will include the Speaker’s picture and title while text will only display the speaker’s name. If the speaker does not have a picture then their initials will be displayed along with a randomized color as their background.

To create a speaker role:

From the Event Dashboard, navigate to Sessions > Speaker Roles
Above the Speaker Roles table, select Create
Fill out the Name field
If you would like to prevent the role from appearing publicly, toggle on Hidden Role
Under Display Type, select Card or Text
Select Save Changes

Bulk Uploading Speaker Roles

Multiple Speaker Roles can be uploaded into the Event Dashboard for use.

From the Event Dashboard, navigate to Sessions > Speaker Roles
Above the Speaker Roles table, select the upload button
Select Download Template

The Speaker Roles template will now be downloaded onto your device.

Open the Speaker Roles template file
Fill out the information outlined in the Headings in the Speaker Roles Upload Template step below
Save the document as a CSV file
From the Event Dashboard, navigate to Sessions > Speaker Roles
Above the Speaker Roles table, select the upload button
Select the Drag and drop some files here, or click to select files button to upload your template
Select Submit

Headings in the Speaker Roles Upload Template

code	This field is only necessary if you intend to edit a Speaker Role. Enter the Speaker Role under this column to edit their information. Leave this field blank to create new speaker roles.
name	Enter the name of the speaker role under this field.
display_type	Enter Card or Text under this column. Speaker Roles marked as Card will have the profile picture displayed along with the Speaker’s first and last name. Speaker Roles marked as text will only have the speaker’s first and last name appear under the Speaker Role.
order_num	Rearrange the Speaker Roles in your desired order from top to bottom by numbering them from lowest to highest. For more information on this feature, please review our Reordering Sessions, Exhibitor and Sponsor in the Event Dashboard via the Import Tool article.
is_hidden	Enter True under this column to toggle on the Hidden Role checkbox. Enter False or leave blank to toggle off this checkbox.
enabled_in_speaker_portal	Enter True under this column to toggle on the Available in Speaker Portal checkbox. Enter False or leave blank to toggle off this checkbox.

Assigning Speaker Roles

From the Event Dashboard, navigate to Sessions > Sessions
Select the session you would like to edit from the list
Navigate to Speakers
Under Select Role, select the role(s) for the session
Select Add
Under Add Speaker, select the Speaker and Role
1. Please note speakers can only be associated with one role per session
Select Add
Select Save Changes

Re-Ordering Speakers

Speakers can be dragged and dropped into roles for easier management.

From the Event Dashboard, navigate to Sessions > Sessions
Select the session you would like to edit from the list
Navigate to Speakers
Select and hold the speaker’s name and drag them to the intended role
1. To unassign a role, select the garbage icon next to the speaker’s name.
Select Save Changes

Viewing Speaker Roles on the Virtual Portal, and Event Website

Virtual Portal

From the Virtual Portal, navigate to Sessions
Speaker Roles will appear within the session page

Event Website

From the Event Website, navigate to Sessions
Speaker Roles will appear on the session list and within the session page

Applying Speaker Roles to the Proposal Process

As an event organizer, speaker roles can be included in proposal applications. This can be configured on the event dashboard and certain roles can be included or excluded as necessary.

Form the Event Dashboard, navigate to Proposals > Calls
Select the Call you would like to edit from the list or select Create to make a new proposal
Scroll down to Advanced
Under Speaker Roles, select the Speaker Roles you would like to make available for Speakers to use
Select Save Changes

Changing Speaker Roles from the Submission Portal

An alternative for speakers is changing Speaker Roles from the Submission Portal.

From the Submission Portal, navigate to Edit Profile
Under General, select the speaker role in the Speaker Role field
Select Save

Co-Speakers can also be edited from the Submission Portal.

From the Submission Portal, navigate to Co-Speakers
Select the speaker role in the Speaker Role field
Select Save