Use links to help users find relevant information inside your guide. Linking also provides access to additional resources to augment your guide content.
Using a Schedule Session Linking Template means you can add numerous links to your sessions simultaneously. Find a Session Linking Template in Builder, or download one from the bottom of this article.
In this article, we will cover:
- How to Export Your Content for Builder ID Numbers
- Setting Up Your Schedule Session Linking Template
- Importing Your Schedule Session Linking Template Into Builder
Note: Before getting started, make sure you have added sessions to your schedule and added list items to a custom list in your guide. If you are linking surveys, make sure you have created a survey. Builder won’t know what to link together until you have added some content first!
Watch this video and/or follow the steps below.
The Linking Template relies on ID numbers to ensure Builder knows exactly what information to link together. Sometimes your schedule sessions or list items have the same name, or there might be special characters (punctuation / accents) that throw Builder off. To make sure our linking template has the highest chance of success, we will need ID numbers!
From the guide-building screen in Builder, click “Back to Dashboard”. We want to start at your guide dashboard.
Click “Advanced Tools” and then click “Export Data”.
We need to export the Schedule, so let’s do that first. Click on the Schedule, and then check your email for the document Builder sent to you. Save this to your computer!
Usually, folks want to link schedule sessions to custom list items (ie Speakers). If you want to link your sessions to speakers, export the Speakers list as well. Just click on the Speakers list, and then check your email for the document Builder sent you. Save this to your computer as well!
If you want to link your schedule sessions to surveys or to URLs, then continue on to the next section. No need to export any custom lists!
Let’s download a Session Linking Template so we can get started! Find a Session Linking Template in Builder (see below), or download one from the bottom of this article.
Use Microsoft Excel, Apple Numbers, Apache OpenOffice, or LibreOffice to open either the Linking.XLS or Linking.CSV file.
Verify Column A says “Session ID (Optional)” to ensure you have downloaded the correct template.
Note: Please do not modify Row 1. If you change the column headers in this document, Builder will not understand how to read it, and your links will not come through!
Take your Session IDs exported from Builder and paste them into this Column A of the Session Linking Template. Each session you want to link should have its own row.
Now, fill in the columns you need!
If you are linking sessions to custom list items (ie Speakers):
If you are linking sessions to surveys:
If you are linking sessions to websites:
After you have set up your Session Linking Template, open your guide in Builder.
Click on the Schedule. Then click on “Data Import / Sync”.
To the right side of the screen, click “Select File” under the “Import Links” heading.
Select your file and the import it.
After you receive a “Success” email from Builder, check your Sessions to see the Links come through!
If you need any help, please visit our Troubleshooting page!
Contact us with any additional questions at Support@guidebook.com.