Beginner's Guide: Preparing your Submission Site
The purpose of this article is to provide a series of steps in the process of preparing a submission site. This article is useful for beginners, but also to those who may need a refresher.
Each of the below steps correspond to one or more detailed articles within Knowledge Base.
TIP: Print this list off and check off the items as you follow the steps.
- Determine your submission form fields - View types of fields
- Which field will be your 'track field' (i.e. a field that can be used as a filter to easily assign reviewers)
- Will you have conditional fields?
- Which fields will be required?
- Will you allow Co-Authors and what fields would be relevant for co-authors?
- Will there be a limit to number of submissions per primary submitter?
- Will there be a limit to number of co-authors on a submission?
- What fields will be relevant to only invited speakers?
- Do you want to allow submitters to withdraw themselves?
- Is there a payment associated with your submissions?
- Create your submission form - View FAQs
- Set which fields on the contact profile form are displayed for Primary Authors and Co-Authors - View FAQs
- Determine if there are any other additional Submission Steps to be defined such as Disclosure Form, File or Photo Upload - View FAQs
- Determine your Submission Form Settings - View FAQs
- Review and update the content of your submission emails - View FAQ
- Review and update the screen content - View FAQ
- Test the submission form - View FAQ
- Open your Submission site - View FAQ
NEXT STEP? > Setup your Reviewer Form and Reviewer Site