New Session Features

Using sessions? We have good news for you! 

1. You can now view each event member’s ‘List of Sessions’ in your Registration Lists. It’s the last column on the report and, if someone has sessions, all of the sessions they’ve registered for will be listed here.

2. You can now add a new session member or add a new session to your event member more easily within Salesforce! 

If you’re in Salesforce and looking at an Event Member, you will now have a new button called “Add Session.” When you click that button, it will give you a list of sessions that you can add to this event member. This button does not give the event member a confirmation email. If you’d like to do that, there’s another button that says “Resend Confirmation Email.” Once you finish adding the session, you can then resend the confirmation email. 

If you are looking at a session and would like to add a new session member, there’s a button called “Add Session Member.” This will give you a list of all of the event members registered for your programming record and you can select one to add to that session. Like the previous button, it does not send a confirmation email, but you can send one using the instructions above.

We hope you find these updates helpful and are enjoying sessions!

Please note: this update only applies if you’ve watched the sessions videos on our Plugged In and reached out to us for access. If you have not done that, you won’t be able to use these features yet. If you’d like to, please reach out!