Changelog
Follow up on the latest improvements and updates.
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Happy September! The team has been hard at work over the past month on a number of new features and enhancements. We're excited to deliver a few of those to you today.
Thank you
to everyone who has been adding their thoughts to our feedback portal -- you are already helping influence the direction of the product in Q3/Q4 this year. 🚀 More to come.--
✅ New Features
One of our most highly requested features is here! You can now quickly preview a portal as a specific contact or group:
- In the right hand corner, click "View portal" then "View as..."
- Search for the person or group you want to preview the portal as. You can view their assigned Portal configuration below their name.
- You can preview multiple portals at one time. Portals are opened in read-only mode. You cannot modify any information in these views.
- There is a new permission that you can assign to your permission roles if you'd like to give this permission to users outside of your admin users.

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2) Updated email controls - Add CC and BCCs to your outbound emails and email templates:
- You can specify up to 5 CC and 5 BCC email addresses you want to send to on any manual outbound email message.
- When you have an authenticated email domain registered with your event, you can now specify any email address from that domain that you want the email to be sent from. Previously, you were limited to one email address (e.g. ). You can now send from <any-prefix>@acmeconference.com, if enabled.
- You can add these specifications into your email templates to provide easy replication across all emails you send.

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3) Duplicate Sessions:
- You can now duplicate one or more sessions!
- In your Submissions or Agenda dashboard, select sessions you would like to duplicate and then click "More" -> "Duplicate".
- This will duplicate all metadata (except any files and subsessions) that have been attached to the session.
- Duplicated sessions will be given the status of "Pending" by default

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4) Duplicate Custom Reports:
- You can now duplicate any custom report that you've created.
- When viewing your list of reports, click the settings icon and then "Duplicate Report". A copy of the specified report will appear that you can then modify / rename.

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5) Export File Request Comments:
- Within a specific File Request, you can now export all comments.
- We also now surface context around comments in the File Request view, including: Count of Comments, Last Comment At, Last Comment Author.
- To export all comments, you can go to Options -> Export Comments.

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✨ Enhancements
1) View Additional Contacts on the dashboard:
When viewing contacts/speakers, you can now show a field called "Additional Contacts". This will surface a list of all additional contacts assigned to the given contact listed in a dashboard. You can include this field in exports as well as filter against it (e.g. Show me all contacts who do not have an additional contact).
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2) Studio Permission:
There is a new Permission that allows you to control who can see Sessionboard Studio within your event.
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3) Add a specific order to your Tracks:
You can now control what order your Session Tracks will show in. By default, we will order them alphabetically.
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4) Additional Contacts are now added as CCs:
When you send emails to your contacts and include Additional Contacts, those Additional Contacts will now be added as CC's on the email to the contact they belong to. Previously, the Additional Contacts would receive their own versions of the email. -
5) Cloned events retain custom reports:
When our team clones an event for you, you now have the option to copy over Custom Reports from your original event.--
🤘
Have a feature or enhancement you'd like to see on Sessionboard? Submit your feedback to us and help us continue to build the best speaker and content management solution for your team: https://feedback.sessionboard.com/
Today, we are excited to announce the release of
Session & Speaker AI Remixing
. Within Sessionboard, you can now select any of your speakers or sessions, define criteria (e.g. brand voice, character length, etc.) and leverage AI to optimize your session and speaker content.
Last month, we introduced Sessionboard Studio -- our suite of AI-powered technologies, focused on continuing to make life easier for our organizers and planners when it comes to tasks around your speakers, content and event.
As part of Studio, we released AI Evaluators, where in minutes you can have your own persona-based AI Evaluators evaluate all of your sessions, giving you feedback in the format you want it.
Now, with AI Remixing you can optimize content at scale -- whether it be ensuring your session descriptions all use the same voice and tone or your speaker biographies all follow a specific style. We're excited to see how you put the tool to work and hear your feedback.
Click here to read more and get started today.
✅ New Features
When in an event and viewing a contact's profile, you can now:
- Add or remove portal access
- Change the username a contact uses to access your event portal
- Send a "Reset Password" email to the contact in the case they forget their password

2) Toggle opening portal files in new window:
When adding files to portals, you can now choose if you want a specific file to open in a new browser tab when a user clicks it -- or have it open in the same page via modal (current functionality).

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✨ Enhancements
1) Twitter is now X:
The standard field "Twitter URL" is now called "X (Twitter) URL"2) Improved handling of Imports when Unique Contacts is enabled:
When you have Unique Contacts enabled for your Organization, importing contacts will now validate the contact email addresses you are importing against existing records across your organization. We will flag the imported contacts that we can't process due to the email address already being used.3) Sorted Sessions in Document Generation:
When using sessions in Document Generation, your sessions will now always be sorted in ascending order by the session "Starts At" date. 4) Edit Custom Field Details:
You can now edit the name, description and max length of custom fields when editing them. Previously, this had been disabled after creating new custom fields.5) Jump to quick filtered views from your CRM Dashboard:
For Speaker CRM users, you can now click on the names of "Companies" and "Areas of Focus" (aggregated session tags) to jump to a filtered view of contacts across all of your events that match the selected criteria.

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🔗 Integration Updates
1) New Swapcard Configuration Option:
When creating or updating "People" records in Swapcard, we now use the
"force: true"
option by default. This helps eliminate issues that some customers have been encountering when having multiple events under a single Swapcard community and existing people associated with many events. You can read more about how Swapcard handles this option here.
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🐛 Bug Fixes
1)
When generating files in Document Generation, it will always use your primary event language (defaults to English). Previously it would use one of your secondary languages.2)
When importing values to Dropdown fields and values have commas in them, you will now see the data import as expected. Previously there was an edge case where this condition would cause specific values not to be imported.📣 Announcement: Help Shape the Future of Sessionboard
We’re excited to introduce our new Customer Feedback tool, designed to make it easier than ever for you to share ideas and help guide our product roadmap. You can access to the tool with your Sessionboard account.
With this tool, you can:
- Submit feature requests and ideas
- Vote and comment on ideas from others
- View our upcoming roadmap
- See release notes in-app with every update
This launch is part of our commitment to build transparently and collaboratively, with you. Your feedback drives what we build next, and now it’s easier than ever to be part of that process.
Let’s continue building Sessionboard together.

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✨ Enhancements
1) Portal login restrictions have been improved
: Previously if a user had an account in Sessionboard but not your event, they could still login via the Portal Login and view a blank portal. We have enhanced the login restrictions to only allow users to login to your portals if one of the following is true:- The user is a contact or speaker and has been given portal access
- The user has been added as part of sponsor / exhibitor and given portal access
- The user has been added as an Additional Contact on a contact or speaker within your event
The user will see the following message if none of these cases match.

2) Easily add contacts and groups from your other events:
When adding new people or groups to your event, we will now always show any matching records across other events in your organization. Previously, we would only show this option if you also had Speaker CRM enabled on your organization. This helps prevent creating duplicate records and makes it easier to add your contacts and groups to your current event.
3) Imports now default to "ignore this column" for fields not imported:
When you are importing a file and Sessionboard can not identify a field equivalent to map the file field to, the value “ignore this column” will now automatically be assigned to the unmapped fields.
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🔗 Integration Updates
Our integrations continue to improve! Read more about our recent updates below.
1)
Manage Your Cvent Integration
: Organization Admins now have full ability to connect your Cvent instance, map Sessionboard <> Cvent events and map fields within the events. Previously, users would need to reach out to Support for assistance with these items. 
✅ New Features
1) [CRM] Global Search:
The new Global Search within the CRM allows users to quickly search across contacts, sessions, and files from anywhere in the platform. Results are categorized and highlighted for easy navigation and faster access to relevant data.
2)
AI Evaluations
(available for all!):
Sessionboard’s AI Evaluations feature automates and enhances the submission review process using AI-generated scores, summaries, and feedback via customizable Virtual Evaluator Personas.
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✨ Enhancements
1)
(New Location) Set Submission Limit
: Set the maximum number of sessions a user can submit to your event. This limit applies to the total number of submissions across all completed forms.
2)
Added Evaluation Plan Reports
: Standard consolidated evaluation plan reports have been added to each event: Individual and Cumulative. Download all of your evaluation plans in one click.-
🔗Integration Updates
Our integrations continue to improve! Read more about our recent updates below.
1)
ON24 Integration
: Connect your CRM to ON24 to seamlessly sync contacts into Sessionboard and start building your Speaker CRM.