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

1. From the Event Dashboard, navigate to Speakers > Tags
2. Above the Tags table, select Create
3. Under the Title field, enter a name for your tag
4. 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.
5. Under the Color field, enter a hex code for the color of your tag
6. Select Save Changes

The Tag will now be created based on your settings.

Assigning Tags

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

How to Bulk Assign Tags

For convenience, multiple tags can be assigned at once.

1. From the Event Dashboard, navigate to Speakers > Speakers
2. Above the Speakers table, select Actions > Edit
3. Scroll down to Advanced Options
4. Toggle on the Tags checkbox to unlock it
5. Under the Tags field, select the tag(s) you wish to assign to the speakers
6. 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.

1. From the Event Dashboard, navigate to Speakers > Speakers
2. Above the Speakers table, select Actions > Edit
3. Scroll down to Advanced Options
4. Next to the Tags field, select Manage
5. 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
6. Under the Title column enter the title of your tag
7. Under the Color column, enter a hex code for the color of your tag
8. Under the Description column, enter an internal note for your tag
9. 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

1. From the Event Dashboard, navigate to Speakers > Tags
2. Select the Upload button
3. Select Download Template

The tag template will now be downloaded into your device.

1. Open the tag template file
2. Fill out the information outlined in the Headings in the Tag Import Template step below
3. Save the document as a CSV file
4. From the Event Dashboard, navigate to Speakers > Tags
5. Above the Tags table, select the upload button
6. Select the Drag and drop some files here, or click to select files button to upload your template
7. 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.