How to Create & Manage Custom Content - Video


Alright, in this video we're going to talk about how to create and manage custom content.  If you'd like some examples or ideas on how to leverage this exciting feature, please check out our video on custom content examples.

In this segment, we're going to dive right in and create some tracks for our sessions.

The first step is to define what our custom content looks like.  From your event details page in the back office, at the bottom of the left navigation panel, you should see a button that says "add new content type".

Give your content type a name.  We're going to call this one "Tracks".

Next, you can decide what fields each item should have.  Every item has a name; that's required.

The small image appears in the list of items.  For our example, I'd like to include an icon to visually distinguish each track.  The small image also appears on the detail page.

Items can have a date, and that can be either a single date, a date and time, or a date range.  We won't be using that field for our list.

The large image is displayed on the detail page, which can be a photo or logo, for example.

Two custom fields are available, and you can specify the label for each.  The label will be displayed on the item detail page.

There is also a description, which we want to use for our Tracks example.

If you like, you can have a website URL, a phone number, and an email address.  You also have the ability to specify a custom sort field, which affects the display order in lists, but is not visible to end users.

Next, you can choose whether or not users can select and bookmark items.  I'll enable this for our example, so attendees can flag the tracks they're interested in.

Finally, we get to define how our custom items relate to other items in the system.  We can associate items with other custom content, with exhibitors, sessions, speakers, and resources.

For our example, we want each of our tracks to relate to a number of sessions.

Now, the next section here allows you to configure what your list looks like.  You can specify a list header image, either by entering a URL, or uploading a file, which we will do for our example.

You can also have some optional text that will display at the top of the list beneath the banner image.  I recommend keeping the header text somewhat short.

In your list, along with the item name, you can have up to two additional fields.  This could be the date, or one or more of the custom fields.  For our Tracks example, we just need the name.

Finally, choose how you want to sort items.  Name is the default, but you could also sort your items by date, by one of the custom fields, or by the hidden sorting field.  You can also specify a secondary sort.

When you're finished, click on the create button, and we can start entering items.

Click on the Add button to create a new item.

Enter the item name.

You'll notice here that you can also enter an external key.  This is useful if you are integrating your items with an external system.

The fields on this form are determined by the fields that you chose when you defined your custom item.

So, we will start by uploading an icon to use for our small image.

You do have the ability to create and manage tags for custom items, but since we haven't defined any, we'll leave that blank.

Lastly, we will enter our description text, and save the item.

Now that we have created an item, we can associate it with one or more sessions.  Just click on the Add link, and select a session.

We repeat this for our other tracks, and then we can see what this looks like in the app.

Users can tap on the associated sessions, and that will take them to the session detail page.

Now, if you don't want to do that manually, there is a utility to manage the list with a spreadsheet.

Just go to the Utilities section, select your list, and download a spreadsheet.  This will contain the correct column headers, and any items already in the system.  Just populate your spreadsheet, upload it, and your items will be imported.

Custom content is also support by the API, so it's possible to have a fully-automated integration with an external system.

Content types can be configured in so many different ways, the possibilities are nearly endless! We know you'll find this to be an extremely useful and valuable feature. Thank you so much for watching!

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