With Preset Schedules, you can assign sessions to your Users. When your Users log in on the app, they will see their pre-assigned agenda in their My Schedule menu item.
To learn how to create Preset Schedules manually, please click here.
In this article, we will show you how to import a special template spreadsheet to create Preset Schedules for many Users at once.
Before Getting Started
- Make sure you have added sessions to your schedule.
- Export your schedule from Builder to get Session IDs. (Click here for help)
- Make sure you have uploaded a list of Users to your guide.
- When uploading the list of Users, you can choose to send the invites later. Then you can create the preset schedules and send those without a prior invitation email. This method will combine two emails (invitation to guide, and an invitation to preset schedule) into one prompting them to download your guide and log in to access their Schedule.
- If you are going to set up a Preset Schedule for a Group, set up your Groups as well.
In the Guidebook Builder, open the guide you are working on. From the guide dashboard, click on "Audience Management."
Then click on the "Preset Schedules" tab.
Click the "CSV/Excel Import" button. Under the "Templates" heading, download a Preset Schedule template spreadsheet.
Note: Please do not change any of the column headers in Row 1. Builder will not be able to read the data properly if these column headers have been modified.
Provide the following information in the spreadsheet:
- Schedule Name: Only you will see this in Builder.
- Email: Input the email address(es) of each User who should be assigned this schedule. If you have multiple email addresses in one cell, separate each email address with a semicolon.
- Session IDs: Provide the Session IDs for the sessions you want to assign here. If you have multiple Session IDs to add to a schedule, separate each Session ID with a semicolon.
After filling out your spreadsheet, be sure to save! Then return to the Preset Schedule Import screen in Builder.
Click "Select file" to locate the document on your computer, then upload it.
Click "Import data" and refresh the Preset Schedules page in Builder to view / edit your Preset Schedules.
To publish and send an email to your users' the first time you publish a preset schedule, click the "Publish for" button to publish all schedules or the schedules for a specific attendee.