Adding Editing and Using Speaker Tags

Speaker Tags are a useful feature to customize the way your speakers appear in the Event Website, Virtual Portal and Event App. By creating and assigning tags, you will be able to grant titles for any of your speakers.

By default, tags are ordered by when they are created, with the most recent one being at the bottom. This order can be changed at any time from the Event Dashboard.

Please note that Speaker Tags and Speaker Roles are two different concepts. For more information on how to set up Speaker Roles, please review our Customizing and Enabling Speaker Roles article.

Creating Tags

From the Event Dashboard, navigate to Speakers > Tags
Above the Tags table, select Create
Under the Title field, enter a name for your tag
Under the Description field, enter an internal note for your tag
1. Descriptions do not appear on front end portals such as the Event Website. They are only there for internal use.
Under the Color field, enter a hex code for the color of your tag
Select Save Changes

The Tag will now be created based on your settings.

Assigning Tags

From the Event Dashboard, navigate to Speakers > Speakers
Select the Speaker you wish to assign a tag to
Scroll down to Advanced Options
Under the Tags field, select the tag you wish to assign to the speaker
Select Save Changes

How to Bulk Assign Tags

For convenience, multiple tags can be assigned at once.

From the Event Dashboard, navigate to Speakers > Speakers
Above the Speakers table, select Actions > Edit
Scroll down to Advanced Options
Toggle on the Tags checkbox to unlock it
Under the Tags field, select the tag(s) you wish to assign to the speakers
Select Save Changes

Using the Manage Formats tab

An optional feature is available when selecting the Manage button next to the Tags field. Selecting this will open the Manage Formats tab which can be used to add, edit and remove existing Speaker Tags. The Manage Formats tab serves the same purpose as the Tags Page in the Event Dashboard.

Edits made in this menu will be synced with the Tags page in real time.

From the Event Dashboard, navigate to Speakers > Speakers
Above the Speakers table, select Actions > Edit
Scroll down to Advanced Options
Next to the Tags field, select Manage
Select the Add Speaker Tag button to create a new speaker tag
1. Select Download Table Data to download your tags in a .CSV file format
Under the Title column enter the title of your tag
Under the Color column, enter a hex code for the color of your tag
Under the Description column, enter an internal note for your tag
Under the Actions column, select Save to save your progress or select Delete to remove the tag

How to Bulk Import Tags

Multiple tags can be created using our Tag template. Once information is filled out in the template, all data can be transferred into the Event Dashboard.

Downloading the Tags Template

From the Event Dashboard, navigate to Speakers > Tags
Select the Upload button
Select Download Template

The tag template will now be downloaded into your device.

Open the tag template file
Fill out the information outlined in the Headings in the Tag Import Template step below
Save the document as a CSV file
From the Event Dashboard, navigate to Speakers > Tags
Above the Tags 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 Tag Import Template

The tag template has multiple columns to fill out. Below we will define each column and their purpose.

code

The code column is meant to be used only to update existing speaker tags. Please leave this column blank if you are creating new Speaker tags.

title

Enter the name of your tag under the title column.

description

Enter the description of your tag. Please note, that the description will not appear in front end portals like the Event Website.

color

Enter the color of the speaker tag you would like to assign the Speaker Tags. Colors only appear in the Virtual Portal and Event App.