Changelog
Follow up on the latest improvements and updates.
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Hello from the Sessionboard team! We have a fresh round of updates for you with more on the way!
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✅ New Features
1) Bulk Resize Headshot Photos
"I want to bulk resize the dimensions and file size of all my headshots".
You can now select one or more contacts (e.g. speakers, chairpersons, moderators) and bulk resize headshot photos. You can specify both height and width, or just one value to scale proportionally. Headshots smaller than the entered dimensions won’t be enlarged — only larger images will be reduced in size.
We encourage you to test this against a few headshot photos to begin with to ensure you get the output you want.


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✨ Enhancements
1)
When creating new Evaluation Plans, you can now filter across all of your standard and custom session fields. Previously, you could only filter based on a few session fields.
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2)
In the portal, you can now collapse session tasks (one-by-one or all at once). You can also now view all of your tasks on a dedicate page by clicking the "Tasks" navigation item.
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3)
When assigning Pages to portals, you can now specify session filters to conditionally display certain pages. For example, you could have a Page that has specific information for speakers of sessions that have the tag "Keynote".
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🤘
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/
Hope everyone is having a great September and that your events have gone (or will go) well! We have some exciting new updates to share with you:
- SOC II Type 2 Certification
- Updated Navigation
- Headshot Restriction Settings
- Agenda Updates
- Primary Speakers
- Session Capacity Support
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📣 Announcements
Sessionboard has achieved SOC 2 Type II certification!
This milestone demonstrates our ongoing commitment to keeping customer data secure and maintaining the highest standards of operational excellence. Unlike Type I, which is a point-in-time audit, SOC 2 Type II validates that our security and compliance practices are consistently followed over time.

✅ New Features
1) Updated Navigation:
"There are too many clicks to see what I need".
We've heard you and we're making some updates. As part of our improved UX rollout, we have restructured the left hand navigation bar to make it easier for you to jump to exactly what you are looking for -- without needing to click through 3 other pages first. We have also improved how much vertical space you have to manage your content (e.g. on the Agenda pages).
Highlights:
- Contacts-> Quickly jump to segmented lists of your contacts (Speakers, Chairpersons, Moderators, Submitters)
- Sessions-> Jump to core components of your session management lifecycle (Collecting submissions, Evaluating, Building your agenda, Embedding your content and managing your settings)
- Portal-> Easily manage components of your portals across Forms, File Requests, Tasks, Resources and Files.
- Content-> We consider your files, tags and fields as aids in facilitating the content you collect and store. We provide tools on top of these such as Remixing your content and generating documents.

Please let us know any feedback after you've had some time with the new navigation.
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2) Headshot Restriction Settings
:One of our top requested features as arrived! On an event by event basis, you can now control what type of files and maximum file size for headshots being uploaded to your event. This will not auto-downsize the images -- it will only prevent them from being uploaded, providing the end-user with instructions on why the image was disallowed.
If enabled, this will apply restrictions across: Submission Forms, Portal Forms, Application Forms, Editing Profiles as a Portal Users and Editing Profiles as an Admin User.


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3) Zoom In and Zoom Out of "Rooms" Agenda View
:We heard your feedback. It has been a pain to manage many rooms within your Agenda view. We are making life a little bit easier for you in two different ways. First:
You can now Zoom In and Zoom Out of your Rooms view to fit all of your rooms on one screen:
- On the "Agenda" -> "Rooms" view, you'll now see the "Zoom In" and "Zoom Out" icons
- Zooming In will expand the column widths to show less rooms but more session details on one page
- Zooming Out will shrink the column widths to show more rooms on one page
- You can keep zooming out until all the columns are showing or 10% zoom, whichever comes first

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4) View all of your rooms vertically (instead of horizontally):
The second way we're making life a bit easier is by giving you the option to view all of your rooms vertically. This makes it so if you do have 20-30 rooms, you can now scroll up or down through your rooms and view all the sessions from left to right that belong to the room.
- Click on the "Vertical" icon in the top left corner of the "Agenda" -> "Rooms" view
- You can now view all of your rooms vertically
- You can still drag and drop sessions from the sidebar into different rooms -- and sessions from room to room

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5) Primary Speakers:
You can now turn on the ability to denote specific speakers (or authors) as "Primary" across your sessions. This will help you understand who is the primary point of contact and who to feature for a given session or abstract.
- See below for how to enable this for your event. You can toggle on/off speakers being "primary" within the "Bulk Edit" speakers modal on a Session profile.
- If you use the Sessionboard API, you will be able to see is a Speaker is_primary.
- We'd love to hear feedback from you regarding how else you'd like to leverage "Primary Speakers". Let us know.
How it works:
-> Enable tracking primary speakers for your event:

-> Toggle who is a primary speaker on a Session:

-> Quickly see throughout your sessions who the primary speaker is:

-> Submitters can designate on Submission Forms if a speaker is primary or not:

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6) Session Capacity:
Many of our customers manage capacity at the Session level (vs. the Room level -- or sometimes both!). We've now made "Capacity" a first-class property on Sessions.
If you're using the Swoogo integration, you can now map Capacity to your Swoogo Session Capacity and sync it over, as well.

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✨ Clean Up
1)
When creating Applications, you can now show / hide any Global fields. Previously this was limited to only Event level fields.2)
When using translations, we fixed an issue that was preventing you from properly editing a Contact's biography in any other language besides English.--
🤘
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/
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.