Beginner's Guide: Preparing your Submission Site

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.

  1. 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?
  2. Create your submission form - View FAQs
  3. Set which fields on the contact profile form are displayed for Primary Authors and Co-Authors - View FAQs
  4. Determine if there are any other additional Submission Steps to be defined such as Disclosure Form, File or Photo Upload - View FAQs
  5. Determine your Submission Form Settings - View FAQs
  6. Review and update the content of your submission emails - View FAQ
  7. Review and update the screen content - View FAQ
  8. Test the submission form - View FAQ
  9. Open your Submission site - View FAQ
NEXT STEP? > Setup your Reviewer Form and Reviewer Site

    • Related Articles

    • Beginner's Guide: Preparing your Registration Site

      The purpose of this article is to provide a series of steps in the process of preparing your registration site. This article is useful for beginners, but also for those who may need a refresher. Each of the below steps corresponds to one or more ...
    • Submission Review Module Overview and Beginner's Guide: How to use the Review Module

      Submission Review Module Overview and Beginner's Guide For anyone initializing a new review module, click here for instructions as our review module has been updated. If you are using an existing module, continue reading below. If you would like to ...
    • Parent-Child Module Settings

      The Parent-Child module must be initially set-up and configured by X-CD Staff. How to Edit Parent-Child settings Click Dashboard Click Speaker module of the parent-child submission site Click Settings Click Parent/Child in horizontal menu Parent ...
    • How to add a URL on a Submission Form?

      You can add a link on your submission form to another site or to a document located on another server. For example, you may want to link to your Hotel bookings link. Click Dashboard Click Speakers Module Click Settings button Click Form Fields in the ...
    • How to Create and Edit Submission Steps

      Submission Steps define a flow or series of steps that take place before, during and after a submission is made. These steps are defined to occur Once per Conference (completed only once) or Once per Submission (linked to a submission). If the step ...