Session Proposal Configuration Overview

There is a lot of flexibility available within your Session Proposal Configuration. See below for the recommended order for configuring Session Proposals and for an overview of each step within the process.

1. Account Management Configurations - Determines the account and contact fields that display on the public sign-up and edit account pages. This is also where you configure Preference Types. You can set a different Account Management Configuration for each account type within the proposal submission process - submitter, evaluator, manager, and contributor.
2. Session Proposal Topics (Optional) - Use topics to generate reports, assign proposal evaluators, and/or create content tracks for an event.
3. Presentation Types (Optional) - Use presentation types to classify and manage the delivery method preferred by an author or speaker (roundtable, poster session, etc.).
4. Terms and Conditions Configuration (Optional) - You can configure Terms and Conditions for submitters to accept before they can submit their proposal. The Terms and Conditions can vary based on the the submission form being used. 
5. Opportunity Types (aka, User Defined Fields or UDFs) (Optional) - Create custom fields to gather information related to proposals, authors, evaluators and managers and/or other affiliated people. If using UDFs on the submission form, create the UDFs in the Opportunity Types - Abstracts screen. For account UDFs, create them in the Opportunity Types - Event Sales screen.
6. Session Roles - The software automatically provides Author and Co-Author roles. You can create additional roles for other people who are affiliated with a proposal submission (such as submitter) or its presentation at an event (such as speaker or moderator). 
7. Public Sign In Configuration – Configure the sign-up and/or sign-in settings for the submitter, evaluator and manager in the public-facing applications.
8. Session Proposal Criteria (Optional) - Configure evaluation criteria to assess proposals and provide an overall proposal score that is useful in assessing the suitability of the proposal for an event.
9. Session Proposal Defaults – Configure the required defaults (language, sign in configurations, etc.) before using Session Proposals for the first time.
10. Create the Event - You must have an event for each conference or event that accepts proposals submissions. 
11. Submission Configuration - Configure the proposal submission information that applies to all submissions, such as statuses, email notifications and evaluation criteria.
12. Submission Form(s) - Configure Submission Forms within the Submission Setup. The Submission Form contains all information specific to a proposal submission link such as sign in configuration, web skin, etc. 
13. Assign Event Managers - Assign the managers to the event and configure which proposals they manage. 
14. Configure Evaluators and Event Managers - Configure the settings for the evaluators and managers such as sign in configuration, which proposals they can see, which proposals they can evaluate, etc.