Knowledge Base

Online (Public) Program


Frequently Asked Questions

#1 How to Open / Close / Find the URL for the Online Program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
  6. Locate the Public URL
  7. Set the Public Program Open to Yes / No


#2 How to view the Online Program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Online Program
    • A new browser screen will open displaying the online program

#3 How to set withdrawn submissions to NOT show up in the online program?

You must remove a withdrawn submission that is scheduled in order for it to not appear in the online program, but it will still be in the system with a submission status of withdrawn.

NOTE: Deleting the submission will completely remove the submission form the system.

  1. Click Dashboard
  2. Click the Speaker Module
  3. Click Withdrawn button
  4. Search for the Submission ID, by entering the ID number in the Search field, then Click on the Row the submission appears on
  5. Click Session in the horizontal menu
  6. Select Session field should be set to Unassign from a Session
  7. Click Update Session Assignment button
    NOTE: This will remove the submission from the Session
  8. Repeat steps 1 to 7 to unschedule withdrawn submissions


#4 How to get a Printed Program or an Abstract Book?

This is an add-on feature for our clients.

Many of our clients like to provide a printed output that is provided to a produce a hardcopy, digital, printed program or PDF flip book that is posted to their website.

If you would like a formatted output, please email: sales@x-cd.com for a quotation.


#5 How to set the submission fields to display/not display in the program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Submission Field Settings
  6. For each field listed, set the visibility options using the following:
    • Visible For All - Anyone with the link to your program can see information

    • Visible With Access - Anyone authenticated with access can view this data. Access is earned as defined by your conference. NOTE: This requires a special configuration by the X-CD development team.

    • Visible With Access After Session - Anyone authenticated, as for above, but only after the session has started. NOTE: This requires a special configuration by the X-CD development team.

    • Not Visible - The field data does not output in your public program.

    • NOTE: the level of access is set in the Public Program & Settings > Display Settings screen
      • Select Yes for Restrict Data By Session
      • Then set the criteria for the restriction
  7. Click Update Settings button


#6 How to set co-authors to be displayed in the program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
    • Select Yes (to display) for the Display Co-Authors field
      • Set to NO to NOT display Co-Authors
    • You may also set other fields to display or not
    • NOTE: if using Program ID field in the program, set Display Session Code to Yes
    • Also set what fields would be searchable within the program search screen
  6. Click Update button


#7 How to set Filter options in the online program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
    • Enable/Disable Search
    • Presentation Only Filter = will only show presentations and will not show sessions
    • Keyword Search Label = Define an alternate label to be displayed
    • Keyword Filter Help Text = add Help instructions for Keyword Filter
    • Sessions with Credit Option = Display only Session with credits (Note: must be using the X-CD Credits Management module)
    • Sessions with Credits Label = Define an alternate label to be displayed
  6. Srocll down, click Update button to save changes


#8 How to create a hyperlink to a specific session in the program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Sessions in horizontal menu
  5. Select Manage Sessions
    • Take note of the Internal Session ID number located under the title of the session
  6. Click Public Program & Settings in horizontal menu
  7. Select Display Settings
    • Take note of the Specific Session URL
  8. To create the hyperlink, use the Specific Session URL and REPLACE [session ID] with the number for the Internal Session ID to be linked to


#9 How do I display speaker headshots in the online public program?

  1. Speaker module 
  2. Program
  3. Public Program & Settings 
  4. Display Settings 
  5. Participant Output Format
  6. Display Profile Images

#10 How to format display options on the program?

There are various display settings that can be set the program level.

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
    • Set your Program to Display/Not Display by setting Public Program Open = Yes/No
    • Set various display options for time format, session code, presentation IDs
    • Set Search Labels
    • Set Filtering options
    • Set Contact Profile fields to display or not display
  6. Scroll down and click Update button to save changes

 


#11 How to add a link to the program banner image?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
  6. Locate the Main Header Image Link field and enter a url
  7. Click Update button to apply changes

#12 How to display/hide the room in the online program?

  1. Click Dashboard
  2. Click Speaker module
  3. Click Program
  4. Click Public Program & Settings in horizontal menu
  5. Select Display Settings
  6. Under General Display Options, locate Session Room
    • select 'No' to hide
    • select 'Yes' to display
  7. Scroll down, click Update to apply the changes

#13 How to display the Program ID in the online program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
    • Set Submission/Presentation ID = Yes
  6. Scroll down and click Update button to save changes

#14 Program has not been initialized by the admin yet Screen Message

If you see the above onscreen message when trying to view the online program url, this means the Display settings have not been set.

To set your program display settings:

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
  6. Update any relevant settings, for the main program
  7. Scroll down, click Update button

NOTE: You will also want to update the submission fields that display / do not display in the online program, refer to this article - click here.


#15 How do I add a password to access the online program?

  1. Click Dashboard
  2. Click Speaker Module
  3. Click Program button
  4. Click Public Program & Settings in the horizontal menu
  5. Select Display Settings
  6. Scroll down to the bottom right section of the screen and locate the field called Program Site Lock Code and enter a password you want to use (Note this password would be case-sensitive)
  7. Scroll down and click Update button to save changes
  8. A user will need to enter the password in order to gain access to the online program

#16 How to Set a Timezone for the Conference?

See FAQ under Conference section - click HERE


#17 How to Add/Edit a Menu Option to the Online Program?

  1. Click Dashboard
  2. Under the Conference/Event heading, click the link for Mobile App
  3. Click App Screens in the horizontal menu
  4. Select New Screen to create a new menu option
    • To edit an existing screen, select All Screens
      • Then click Update for the Screen to edit.
  5. Enter a Screen Title (i.e. the Screen Name such as TwitterFeed)
  6. For Display Menu On, select Web Program Only
    • Some screens are only applicable to the Mobile app and are not available in the Online Program e.g. My Notes, My Itinerary
  7. Select a Screen Type (e.g. image or Custom Text)
  8. Click Add Screen
  9. Then you can edit the screen and add more content / link to an image.
  10. Click Update Screen to save changes

#18 Additional Help

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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