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 Custom List Linking Template means you can add numerous links to your custom list items simultaneously. Find an Item 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 Custom List Item Linking Template
- Importing Your Custom List Item 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 written instructions 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”.
Click on the Custom List that you want to add links to. Then check your email for the document Builder sent to you. Save this to your computer!
Usually, folks want to link custom list items like Speakers to their sessions. If you want to link your custom list items to schedule sessions, go ahead and export your Schedule data as well. Just click on the Schedule in the “Export Data” menu, and then check your email for the document Builder sent you. Save this to your computer as well!
If you want to link your custom list items to surveys or to URLs, then continue on to the next section. No need to export the schedule, in that case!
Let’s download a Custom List Item Linking Template so we can get started! Find an Item 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 Item Links.XLS or Item Links.CSV file.
Verify Column A says “Item 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 List Item IDs exported from Builder and paste them into this Column A of the Item Linking Template. Each custom list item you want to link should have its own row.
Now, fill in the columns you need!
If you are linking list items to sessions (ie Speakers to their sessions):
If you are linking list items to surveys:
If you are linking list items to websites:
After you have set up your Item Linking Template, open your guide in Builder.
Click on the custom list you're linking to. Then click on “Import from File”.
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 List Items 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.