A contact is a person who can be associated with sessions or companies. One contact record can be associated with multiple sessions or multiple companies. Contact records are also created from the event site when a user saves their favorite exhibitors or sessions to create a personalized planner.
Add a new Contact
In global admin, new contact records are added from the contact menu by mousing over this menu and selecting ‘Search & Add Contact’ from the drop down menu. Here, we can search using the contact’s last name to verify they do not exist in the system, or click on the ‘Add Contact’ button below the search box.
A new contact record must contain the first name, last name, and email address of the person. Additional information can be added in the next screen or at a later time (see Editing Contact Information section of this article below).
Contacts can update personal information from the event site if, in Content Management, you allow the “My Briefcase” page. If you are using the Conference Management module, speakers can update their Bio and Picture if the “Speaker Log In” page is allowed.
Note: Each unique combination of first, last, and email is considered a different contact; as such John Smith (firstname.lastname@example.org), John Smith (email@example.com), and John Smith (firstname.lastname@example.org) could each be their own record in the system. If duplicates are found, they can be merged.
Editing Contact Information
Existing contacts can be updated by first searching for their record in global admin. To search, mouse over the Contacts menu and select ‘Search & Add Contact’ from the drop down menu.
In this screen, you have the ability to search by last name as well as to narrow down the search to company, city, state or country. Once you find the contact you want to edit, select them from the results, and then update the appropriate fields on the Contact Info tab of their record. Required fields are noted with an asterisk (*).
Publish my contact info - check box should be checked only if the contacts information should be able to be viewed on the event site. This is only applicable for contacts who are associated with a session (or sessions) as a Speaker.
Associate a Contact as Speaker
Disassociate a Speaker