How to Add, Import and Edit Sessions

Sessions can be bulk uploaded to the Event Dashboard without requiring event organizers to manually input all the information at once. PheedLoop supports session uploads from CSV files and it is possible to use this method to edit existing session information if necessary.

How to Download the Session Template

  1. From the Event Dashboard, navigate to Sessions > Sessions
  2. Select the upload button
  3. Select Download Template

How to Edit the Session Template

When editing the session template, only the Title, Credit Value, and Check In Points, are required to have a value entered in their respective columns. If you do not want to import other information, you can delete the columns or leave them blank.

You can also delete the Credit Value and Check In Points columns if they do not serve a purpose for your event. This method does not impact the ability to upload your sessions.

  1. Open the Session Template CSV file
  2. Add the relevant information to your CSV file
    1. code - The code for your session. This can be left blank.
    2. title - The title for your session.
    3. sessionDate - The start date of your session
    4. startTime - The start time of your session
    5. endTime - The end time of your session
    6. tracks - Tracks connected to your session. This field requires the code of the track to be pasted. Codes can be found by downloading tracks in the Tracks page.
    7. Location - The location of your session. Locations will need to be created in advance and match the exact spelling. Locations are case sensitive.
    8. subTitle - The subtitle for your session.
    9. description - The Description of your event.
    10. Capacity - The maximum number of attendees allowed to be in your session.
    11. Speakers - The speakers of your session, ensure each speaker is separated by a column with no spaces. This field requires the code of the speaker to be pasted. Codes can be found by downloading speakers in the Speakers page.
    12. parentSession - The parent session for your session. This field requires the code of the session to be pasted. Codes can be found by downloading speakers in the Sessions page.
    13. streamCustomCode - The code for your session’s stream if required.
    14. streamCustomLink - The link for the session’s stream if required.
    15. customEngagementEmbed - This field is for custom code of any third party session engagement tools such as Slido. Copy the embed code directly into this field, and the virtual event portal will render it in a tab adjacent to the stream. This typically takes the form of an iframe.
    16. customCaptionEmbed - This field is for custom of any third party captioning or interpretation service such as SyncWords. Captions will render below your video.
    17. creditValue - The credit attendees obtain once they complete the session. Set to zero or remove the column if credits are not being used for your event.
    18. checkinPoints - The gamification points attendees obtain once they complete the session. This requires the Gamification power-up will
    19. zoomId - The ZoomID for your session.
    20. zoomPassword - The Zoom Password for your session.
    21. isPublicFilesWebsite - The files for your session.
    22. Formats - The Formats for your session.
    23. learningObjective_1 - The first Learning Objective for your session.
    24. learningObjective_2 - The second Learning Objective for your session.
    25. learningObjective_3 - The third Learning Objective for your session.
  3. If you are not using Credit Value or Check-In Points for your event, you can set these values to zero or remove the columns entirely. One of these steps must be taken or there will be errors when trying to upload the file.
  4. Save the file

How to Bulk Edit Sessions via Import

It is also possible to edit existing sessions when uploading the session template. To do this, simply enter the session code in the Code column and the information included in the template will override the session currently present in your Event Dashboard. Session codes can be downloaded from the Sessions page in the Event Dashboard.

How to Import the Session Template

  1. From the Event Dashboard, navigate to Sessions > Sessions
  2. Select the Upload button
  3. Select Click or Drag to Upload and upload your CSV file
  4. Select Submit

How to View Sessions in the Event Website

  1. From the Event Website, navigate to Sessions
  2. Navigate to the Date(s) of the desired session(s)
  3. Select the session

How to View Sessions in the Virtual Portal

  1. From the Virtual Portal, navigate to Sessions
  2. Navigate to the Date(s) of the desired session(s)

How to View Sessions in the Mobile App

  1. From the Event App, navigate to Schedule
  2. Navigate to the Date(s) of the desired session(s)
  3. Select the session
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