Configure Personalised Schedules

Personalised schedules are a feature of the Schedule Builder that allows sessions to be visible or hidden based on profile information. For example, during registration, attendees can purchase tickets to the Gala Dinner. If the attendee is attending the Dinner, this session will appear in their schedule. If they are not attending, the session will be hidden.

Please note

Attendees will need to be logged into the App to view their personal schedules.


To create a session

Firstly you will need to create a session to personalise. More information on creating sessions can be found here.

 

To configure your session for personal data

Each session must be configured individually to allow for personalised viewing. Even if attendees have been assigned to the session, the personalisation will not display until this setting is enabled.

  1. Select the pencil icon for the session you wish to update
  2. Navigate to Page Settings in the right-hand options
  3. Click Edit
  4. Navigate to Show by Profile and select Yes from the drop-down
  5. Click Save

 

To prepare your personal session data

Prepare an excel spreadsheet with your profile and session data.

Ensure the following is included in your spreadsheet:

  1. List of profiles with their unique reference field
  2. One column per session - if preferred; profiles for each session can be uploaded separately
  3. Ensure there are no more than 10 sessions listed per upload

 

To import personalised schedule data

Once sessions have been enabled to support a personalised schedule, relevant session data will need to be imported and applied to the applicable sessions.

  1. Navigate to Content from the Navigation Menu
  2. Select your schedule from the list of pages
  3. Click Import Personal Schedule data from the right-hand options on the Configuration Panel
  4. Click Choose a file and select the relevant file
  5. Click Next
  6. Assign the relevant columns with the corresponding headings using the drop-downs
    1. Reference Field - a unique identifier used to match profiles with those existing in the Core (CMS) (e.g. External Reference). 
    2. Session - the field used to differentiate the sessions you are assigning attendees to
  7. Click Next
  8. Select the Schedule Session that will be associated with the Session column selected from the drop-down
  9. Click Next
  10. Select the Action for each Data Value  in the Session column using the drop-down options 
    1. Add to Session: Display this session to this Data Value
      (E.g. Gala Dinner Session with Data Values Yes and No. Those who are attending the session are set to Yes, therefore, Add to Session to display the Gala Dinner Session to those attending)
    2. Ignore: Ignore this Data Value
      (E.g. Gala Dinner Session with Data Values Yes and No. Those not attending the session are set to No, therefore, Ignore the session, to not display the Gala Dinner Session to those not attending)
    3. Remove From Session: Remove attendees with this Data Value from the Session.
      (E.g. Gala Dinner Session with Data Values Yes and No. Data Value No has been assigned to this session by mistake. To un-assign those attendees, Remove From Session)
  11. Click Next
  12. Review your data
  13. Click Submit

To add attendees to a session manually:

  1. Navigate to Content from the Navigation Menu
  2. Select your schedule from the list of pages
  3. Navigate to the Profiles tab
  4. Hover over the + button and select Quick Add Profile
  5. Select the attendee's name from the drop-down list
  6. Click Save

 

Personalised Schedule Conditions:

  • This feature does not allow attendees to build their own personal schedule, as this will be managed by the event organiser
  • Each individual session must be enabled manually
  • Attendees will need to be logged in to view their personal schedule
  • Once one attendee is assigned to a session, it will be removed from all attendees’ schedules who have not been assigned
  • Creating a personalised schedule is from a ‘moment in time’. If registration is open, attendees may not be able to see any sessions in the schedule. This feature is best used once registration is closed, or you are using Entegy's Registration > Session Registration.