Attendee Portals

Add events to a portal

With a portal, viewers can register one time and attend any of the events on the portal. After you select a portal layout, start adding events (segments) to your portal from the Manage Segments tab. You can include Live, Simulated Live, and On-Demand (replay) events and include a description for each event you add.

Note: An event can be linked to only one portal at a time. If you want to add an event that is used on another portal, go to that portal and remove the event first.

To add events to a portal:

  1. Sign in to the Webcast Admin portal and edit the portal.
  2. On the left panel, click the Manage Segments tab.
  3. At the top right of the tab, click Add Segments.

    The page lists events that are not linked to other portals. 

  4. Select the events you want to include and then click Select Events and Folders.

    Home folder and events selected

    The selected events display on the Manage Segments tab under Linked Segments.

    Linked Segments section shows a list of events linked to the portal

  5. Click the Edit button next to an event to add a description. The description displays under the title of the event on the portal. After adding a description, click Save Changes.

    Segment Details section shows the editor with the event description

  6. Click Save and Continue to save the events to the portal.

Once you've added events, you can sort them into categories and hide or restrict access to them.

Add breakout sessions to a portal

Engage your viewers and allow viewers to attend breakout sessions from the portal agenda page. After you select a portal layout, you can start adding breakout sessions (segments) to your portal from the Manage Segments tab and link them to any meeting app you choose, including GlobalMeet Collaboration, Zoom, Microsoft Teams, and more. Breakout sessions display in the list of events on your portal.

Note: Viewers can access your meeting room link before the scheduled breakout session time. Ensure that your meeting has security features, such as a waiting room, turned on to prevent guests from joining early. Or, you can hide the View Now button after you've created the breakout session.

To add a breakout session:

  1. Sign in to the Webcast Admin portal and edit the portal.
  2. On the left panel, click the Manage Segments tab.
  3. At the top right of the tab, click Add Breakout.
  4. Enter a name for the session and your meeting link, schedule the breakout session, and optionally add a description.

    Add Breakout Session interface and fields

  5. Click Save Changes to save the session. Then click Save and Continue to save changes to the portal.

Once you've added the sessions, you can sort them into categories.

Auto-fields for event details on a portal

Jump to: Auto-field Reference | Customization Example

The portal agenda displays specific details about each event, or linked segment. It uses auto-fields - that is, placeholders or variables - to pull in specific details about each event. By default, the agenda includes the date, title, and description for the event, with View Now and Add to Calendar buttons.

SegmentFormat-Default-Callout.png

To customize the details displayed, go to the Portal Layout tab and under Segment Formatting select Custom. This opens the Content Editor, where you can add and apply styling to auto-fields as well as include text, images, and other elements. Available auto-fields are displayed below the edit area.

Important: Segment formatting sets the content displayed for every event. Only include text or images that you would like repeated with each segment block.

Auto-field reference

The format of an auto-field is __AUTOFIELD__ (the auto-field with two underscores before and after).

The following table explains the available auto-fields and the text they display.

Auto field Description
__SEGMENTDATE__ Scheduled day, date, and time
__SEGMENTTITLE__ Event title
__SEGMENTTIME__ Scheduled time
__SEGMENTDESCRIPTION__ The description you entered on the Manage Segments tab
__SEGMENTVIEWBUTTON__ View Now button
__SEGMENTREMINDERBUTTON__ Add to Calendar button
__SEGMENTLIVENOW__ Add a live indicator to events on the portal when their scheduled date and time arrives

Per-event registration

If you are using per-event registration, you can add event registration to the main registration page. This lets visitors register for the portal and specific events at the same time. For more information, see Have viewers register for individual events on a portal.

On the Registration tab, scroll to Customize Event Landing Page and next to Landing Text, select Custom.

The following table explains the available auto-fields.

Auto field Description
__ALLSEGMENTS__ All events linked on the portal
__SEGMENTBLOCK1__ The first event linked on the portal, based on the order you set on the Manage Segments tab
__SEGMENTBLOCK2__ The second event linked on the portal
__SEGMENTBLOCK3__ The third event linked on the portal
__SEGMENTBLOCK4__ The fourth event linked on the portal
__SEGMENTBLOCK#__ The Nth event linked on the portal

Customization example

This example adds text before the __SEGMENTTIME__ auto-field to update the first line of each segment block. By default, text on the first line is smaller than other details. In the Content Editor, we selected the updated line and clicked the Text Size (T) button to increase the font size.

PortalAgenda-AutoFields-Agenda.jpeg

Have viewers register for individual events on a portal

Available with Simple List and Custom portal layouts (on the Portal Layout tab).

With a portal, your viewers register one time and can attend any of the events after signing in to the portal. If you want, you can add checkboxes to the portal agenda and let viewers register for the events they plan to attend.

When a viewer enters a specific event from the portal, their registration data is included in the event's reports.

Enable registration checkboxes

On the Portal Layout tab, select Simple List or Custom layout and select Show Checkboxes on Registration.

Post-Registration Agenda Display Options with Simple List and Show checkboxes on Registration options selected

You can use the provided agenda format or scroll to Segment Formatting and select Custom

What your viewers see

On the portal agenda, viewers initially see a list of events with check boxes. They select each event they plan to attend and then click Register for Selected Events. Registered events are listed events at the top, followed by additional event they could register for.