Open Forum

I am new to using the Speaker Resource Center and, after having sold my organization on it as a great solution, am running into lots of limitations.  Am I overlooking ways to do the following?

• Auditing speaker profiles for completion. I want to send a Single Task Reminder to those who haven't completed it, but don't want to annoy the people who have actually completed the task by sending them emails.  I can't be nagging senior professionals to go in and check boxes on the Task List, either.  Is there a setting to make the system mark tasks as complete automatically?  
• Formatting speaker inputs.  Most speakers are authors, so their book titles need to be italicized -- but is this just not supported?  

Thank you!

Hi Linda,

Thank you again for partnering with us on Speaker Resource Center. I wanted to follow up with a quick summary of what is and isn't possible today around task reminders and formatting.

Task completion and reminders

• When you send a Single Task Reminder (or a reminder from the task progress page), the system will only email speakers who are assigned that task and have not yet marked it complete. Speakers who have already completed the task will not receive that reminder.

• There is no setting to automatically mark a task complete based on profile fields or uploads. Speakers either:

  • log in and mark the task complete themselves, or

  • you can mark the task complete for them from the planner side after you've entered their information.

Together, this means you can safely use Single Task Reminders without "nagging" speakers who are already done, and you can manually complete tasks on behalf of senior/VIP speakers so they don't need to log in just to check a box.

Formatting (book titles, italics, etc.)

• Speaker‑editable fields in SRC (like bio, title, company) are plain text only. Speakers cannot apply italics or other rich‑text formatting to specific words within those fields.

• If you need book titles or other elements to appear italicized in attendee‑facing materials, that formatting can be applied in:

  • your event website or Attendee Hub content widgets, or

  • any custom content blocks/pages you build as the planner.

We would be happy to submit some of this feedback to our product team on your behalf, however, I hope this helps.

Thanks!

Julianna 

I am new to using the Speaker Resource Center and, after having sold my organization on it as a great solution, am running into lots of limitations.  Am I overlooking ways to do the following?

• Auditing speaker profiles for completion. I want to send a Single Task Reminder to those who haven't completed it, but don't want to annoy the people who have actually completed the task by sending them emails.  I can't be nagging senior professionals to go in and check boxes on the Task List, either.  Is there a setting to make the system mark tasks as complete automatically?  
• Formatting speaker inputs.  Most speakers are authors, so their book titles need to be italicized -- but is this just not supported?  

Thank you!

Hi Linda,

Thank you again for partnering with us on Speaker Resource Center. I wanted to follow up with a quick summary of what is and isn't possible today around task reminders and formatting.

Task completion and reminders

• When you send a Single Task Reminder (or a reminder from the task progress page), the system will only email speakers who are assigned that task and have not yet marked it complete. Speakers who have already completed the task will not receive that reminder.

• There is no setting to automatically mark a task complete based on profile fields or uploads. Speakers either:

  • log in and mark the task complete themselves, or

  • you can mark the task complete for them from the planner side after you've entered their information.

Together, this means you can safely use Single Task Reminders without "nagging" speakers who are already done, and you can manually complete tasks on behalf of senior/VIP speakers so they don't need to log in just to check a box.

Formatting (book titles, italics, etc.)

• Speaker‑editable fields in SRC (like bio, title, company) are plain text only. Speakers cannot apply italics or other rich‑text formatting to specific words within those fields.

• If you need book titles or other elements to appear italicized in attendee‑facing materials, that formatting can be applied in:

  • your event website or Attendee Hub content widgets, or

  • any custom content blocks/pages you build as the planner.

We would be happy to submit some of this feedback to our product team on your behalf, however, I hope this helps.

Thanks!

Julianna 

I am new to using the Speaker Resource Center and, after having sold my organization on it as a great solution, am running into lots of limitations.  Am I overlooking ways to do the following?

• Auditing speaker profiles for completion. I want to send a Single Task Reminder to those who haven't completed it, but don't want to annoy the people who have actually completed the task by sending them emails.  I can't be nagging senior professionals to go in and check boxes on the Task List, either.  Is there a setting to make the system mark tasks as complete automatically?  
• Formatting speaker inputs.  Most speakers are authors, so their book titles need to be italicized -- but is this just not supported?  

Thank you!