Adding Session Templates
Siebel Events Management uses Session Templates to store templates for groups of sessions that are similar. For example, all events that take place in London may follow the same sequence of sessions, including the same start times and end times. In this case, you may want to save a London template that contains the same sequence of sessions, which you can reuse each time you host a London event.
Session templates may be used in more than one region, area, or location. You can manage session templates by navigating to the Marketing Templates screen and choosing Session Templates. For more information, see Event Management Process Phases.
The following steps describe a recommended workflow for setting up session templates and the events and sessions that define them.
Create the template. An Administrator creates a Session Template and adds session details including City, Country, and Start Time.
Add sessions to the template. The administrator then adds sessions to the template, specifying name, start date, end date, and format.
Save the template. Siebel Events Management saves the session template, which allows you to add, change, or delete sessions associated with it.
The following table displays sample line items in a session template. For example, your company may define the following one-day event in London as part of a session template.
Session Line Items | Details |
---|---|
City |
London |
Country |
United Kingdom |
Start Time |
9:00 A.M. |
After you have created an outline for a London session template, you can add typical sessions that occur during your London-based events. The following table displays sample sessions within the London session template.
Sample Sessions | Details |
---|---|
Registration/Breakfast |
8:00 A.M.-8:30 A.M. |
Introductions |
8:30 A.M.-9:00 A.M. |
Opening Presentation |
9:00 A.M.-10:00 A.M. |
Featured Presentation |
10:00 A.M.-11:30 A.M. |
Breakout Session |
11:30 A.M.-12:30 P.M. |
Lunch |
12:30 P.M.-2:00 P.M. |
One-on-One Analysis |
2:00 P.M.-3:30 P.M. |
Roundtable 2 |
3:30 P.M.-5:00 P.M. |
Group Report Out |
5:00 P.M.-5:45 P.M. |
Concluding Remarks |
5:45 P.M.-6:00 P.M. |