Setting up profiles for each of your speakers is a great way to introduce your attendees to them. There are an enormous number of ways you can customize and integrate a speaker profile, and we strongly encourage you to take the time to get your head around each option. Your speakers are sure to see increased session attendance and attendee engagement from a well-crafted profile. ✔️

Screenshot of the Sponsors page in an event.

Before you get started...

You could create a profile with an image, name, occupation, and a little blurb for each speaker, but only doing that could be a huge missed opportunity! Does your speaker have some favorite books or resources? Do they want to share their presentation slides or a case study? Are they open to receiving enquiries and scheduled meetings? You can facilitate all of these with speaker profiles.

Before you start creating speaker profiles in the event, take some time to talk to your speakers and ask them what they'd like included in their profile. Show them the sample event linked at the end of this article so they can see it in action.

When you've gathered all the necessary information, it's time to start adding those speaker profiles!

Add the Speakers feature

From the Edit Event page of your event, click the Add Features button, locate the Speakers feature, click Add, and then close the Add Features modal.

Screenshot of the process just described.

⭐️ Keep in mind, you can add the Speakers feature multiple times. This can be useful for listing speakers by date or company.

Edit settings

Before you add some speaker profiles, it may be a good idea to edit the settings for the feature. Hover over the Speakers feature, and click the Settings (⚙️) icon.

Screenshot of the process just described.

In the modal that appears, you can edit the following:

Screenshot of the Speakers Settings modal.
  • Feature Name - The label the attendees see when navigating your event.

  • Icon - Select one of 30,000+ icons or upload your own custom icon.

  • Visible To - Restrict the feature to only certain Groups.

  • Ratings & Reviews - Control if and how attendees can rate and review speakers. Ratings and Reviews will appear on the Metrics page and in the Metrics export for speakers.

Click Save Changes when you're done adjusting the settings.

Add speaker profiles

Click the Edit button on the Speakers feature, or select Speakers from the Features dropdown.

Screenshot of the process just described.

This will take you to the Speakers page. From here, you can either click the New Item button, or click the Categories tab to set up categories for different types of speakers.

Add Categories

Categories are ways to classify different types of speakers. Applying a category to a speaker adds the name of the category below the speaker's name in the list and allows attendees to filter speakers by category. If you're going to use categories, it's best to set them up before adding speaker profiles. To learn how to make Categories, check this out.

Add profiles

From the Items tab, click New Item. You can also click the Import button to import multiple speakers at once.

Screenshot of the process just described.

In the modal that appears, fill in the following information:

Screenshot of the New Item modal.
  • Icon - Set a custom icon for the profile. Click Upload Image to upload a custom icon, or click Select Icon to choose one from our icon library. Custom icons must be 1:1 aspect ratio JPG or PNG images no less than 100px and no more than 500px.

  • Name (required) - The speaker's preferred name that attendees will see in your event. These may including honorifics or other distinctions such as Doctor, Professor, M.D., and others.

  • Label/Subtitle - An additional line of text that appears under the speaker name. You could put their company name, their profession, their official rank/title, or simply add a little more information about them.

  • Location - Select a Map location where in-person attendees can find a speaker during the event.

  • Category - Select the Category the speaker belongs to, if applicable. Attendees can use categories to filter speakers.

  • Description - Say more about your speaker! There are some basic text formatting options, and you can insert hyperlinks and images - including animated GIFs. 🙌

    Screenshot of the Attendee Calls to Action section of the modal.
  • Attendee Calls to Action - Enter a Point of Contact Email address so attendees can click or tap a button to get in touch with a speaker. You can also enter a Meeting URL that lets attendees click or tap a button to book a meeting with them! If the speaker is using a site like Calendly, you can uncheck the Open link in external browser box so that the calendar opens inside your event instead of in a new tab. To learn about the Pass Data to URL option, check this out.

    Screenshot of the Add Internal Links section of the modal.
  • Add Internal Links - Link the speaker to other features of your event, such as Agenda sessions, Live Stream features, and more. For a full list of items in Socio that can be Internally Linked, check this out!

    Screenshot of the Add External Links section of the modal.
  • Add External Links - Enter multiple Website URLs, phone numbers, or email addresses related to the speaker. Simply select the Link Type, enter a Link Name, and supply the number, email, or URL. Click Add New Item to insert more External Links. If you enter a URL and uncheck Open link in external browser, test to ensure the site is embeddable! To learn about the Pass Data to URL option, check this out.

  • Attachments - Upload multiple PDF, PNG, JPEG, or TIFF files that attendees can click or tap to view. Simply click Upload Attachment(s) and then drag and drop or click to select a file. After you've selected a file, click Upload More to add more files, or click Upload to finish.

    Screenshot of the file upload modal.

    After you've uploaded files, you can click the Settings (⚙️) icon next to an item to rename or delete it. Click Upload to finalize the upload.

When you're all done adding things to the Speaker profile, click Save Changes. You've just added a speaker profile to your event! 🎊 Repeat the process above until all your speakers have been added. If you've got a lot of speakers, remember that you can import multiple speakers at once.

Manage speakers

After you've added categories and speakers, there are several actions you can take to manage each.

  • Filter by Categories (Items only)

  • Search

  • Drag and drop to reorder

  • Edit or Delete

  • Multi-select and:

    • Export

    • Assign to Category (Items only)

    • Delete

Animated GIF showing a user re-ordering, editing, and multi-selecting speakers.

We told you there was a lot to take in! Now, let's see how it all looks in a real event.

Speakers in practice

We know there's nothing quite like seeing things in action, so why no check out a real event by clicking the link below? The event is open, so simply enter your preferred email, set a password, and click the Speakers feature.

⚠️ Caution! We know it's important to look your best, and a professional-looking event should be free of any broken links or other errors. Make sure you look your event over, too.

Metrics

After your attendees have had time to interact with speakers, you can go to the Metrics tab to see how people were engaging in several ways!

On the Metrics tab, scroll down to the Feature Comparison section, and click the Speakers feature.

Animated GIF that shows a user accessing the Speakers tab of the Feature Comparison section on the Metrics tab.

This will show you counts for each of the following:

  • Clicks

  • Chat

  • Favorited

  • Notes Taken

  • Requested Follow Up

  • Requested Meetings

  • Attachment Clicks

  • External Link Clicks

  • Internal Link Clicks

  • Avg. Rating

To download a spreadsheet with much more granular metrics, click the Export Report button, and then click Metrics. You can also click the Chats option to download all the messages for each speaker. For a complete look at what's included in these exports, check this out! You can edit the spreadsheet down to each speaker's metrics and then email them all that data goodness. 💾

Screenshot of the Export Report button expanded.

That was a lot of reading, so congratulations on making it this far! You get some cake. 🍰 Now, why not go check out how to set up the Agenda so attendees can see what all your speakers will be talking about and when to tune in? 😉

Questions? Chat Us or Email [email protected]

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