1. Events Management Guide
  2. Creating and Using Session Templates

Creating and Using Session Templates

Sessions can also be generated automatically using Session Templates. This feature reduces the amount of data entry required when setting up multiple events with similar session schedules.

To create a session template

  1. Navigate to the Site Map > Marketing Templates > Session Templates view.

  2. In the Session Templates list, create a new record, and complete the necessary fields.

  3. In the lower list, create a new record, and complete the necessary fields.

    Repeat this step for each session template created.

To use a session template

  1. Navigate to the Site Map > Events > Event view.

  2. In the Events list, select and drill down on the event.

  3. In the Details form, from the Session Template field, click the select button.

  4. In the Sessions dialog box, select the session, and click OK.

Note: You can only apply a Session Template to an event if no sessions already exist for that event.

You can add a group of sessions to an event using a session template. As application administrator, you must set up a session template before you can associate it with an event, see Defining an Event.

Note: You cannot apply a template to an event that already has existing sessions. If you want to change the template or reapply it, you must delete all existing sessions, delete the template from the event, save the record, and the reselect the template.

To associate a session template with an event

  1. Navigate to the Site Map > Events > Event view.

  2. In the Event list, select and drill down on the event.

  3. Click the Schedule view tab, and then click Sessions.

  4. In the Sessions list, create a new record.

  5. In the Sessions list, click the select button in the Session Template field to select a session template.

To see the session associated with the event

  • Click the Schedule view tab, and then click Sessions.

Note: The Validate Session button in the Sessions view can be used to check for schedule conflicts across all sessions in a single event. If one or more sessions have time values that overlap, an error message appears. This button is particularly useful when managing large events with many sequential sessions.