Knowledge Base

Beginner's Guide: Preparing your Submission Site

Frequently Asked Questions

#1 Checklist

The purpose of this article is to provide a series of steps in the process of preparing a submission site. This article is useful for beginners, but also to those who may need a refresher.

Each of the below steps correspond to one or more detailed articles within the Submission Module itself.

TIP: Print this list off and check off the items as you follow the steps.

  1. Determine your submission form fields - View types of fields
    • Which field will be your 'track field' (i.e. a field that can be used as a filter to easily assign reviewers)
    • Will you have conditional fields?
    • Which fields will be required?
    • Will you allow Co-Authors and what fields would be relevant for co-authors?
    • Will there be a limit to number of submissions per primary submitter?
    • Will there be a limit to number of co-authors on a submission?
    • What fields will be relevant to only invited speakers?
    • Do you want to allow submitters to withdraw themselves?
    • Is there a payment associated with your submissions?
  2. Create your submission form - View FAQs
  3. Set which fields on the contact profile form are displayed for Primary Authors and Co-Authors - View FAQs
  4. Determine if there are any other additional Submission Steps to be defined such as Disclosure Form, File or Photo Upload - View FAQs
  5. Determine your Submission Form Settings - View FAQs
  6. Review and update the content of your submission emails - View FAQ
  7. Review and update the screen content - View FAQ
  8. Test the submission form - View FAQ
  9. Open your Submission site - View FAQ

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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