How to Add a Module or Copy a Previous Module for a Conference?

How to Add a Module or Copy a Previous Module for a Conference?

Group logic and Hide/Display logic will be transferred to the new module. Ensure to review  and test your new form.

  1. Click Dashboard
  2. Click Conference Home for the Conference to add a module in
  3. Click + Add Module
  4. Select the Module Type from the dropdown list
    • Note: the list displayed will only show modules for which you have purchased.
  5. Click Select Module Type button (e.g. Author = Submission / Attendee / Exhibitor)
  6. Complete the fields for:
    • Event Name
    • Event Short Name
    • Start Date
    • End Date
    • Event Contact Name
    • Event Contact Email
    • Submission Name
    • Author Name
    • Submission Form (or Attendee or Exhibitor) - select from the dropdown list a previous form to clone
    • Contact Form - select from the dropdown list the same previous form as above to clone
  7. Click Create New Module button
  8. A message 'Go to manage new module - Click here', click on the Click Here link
  9. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit.


Example for Adding/Cloning a Speaker Submission Module
  1. Click Dashboard
  2. Click Conference Home for the Conference to add a module in
  3. Click + Add Module
  4. For Module Type, select Author Submission Site from the dropdown list
  5. Click Select Module Type button
  6. Complete the fields for:
    • Event Name
    • Event Short Name
    • Start Date
    • End Date
    • Event Contact Name
    • Event Contact Email
    • Submission Name
    • Author Name
    • Submission Form - select from the dropdown list a previous submission form to clone
    • Contact Form - select from the dropdown list a previous submission form to clone
  7. Click Create New Module button
  8. A message 'Go to manage new module - Click here', click on the Click Here link
  9. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit

If you charge a fee for submissions, these settings are not transferred and will need to be set up again. Speaker Module > Settings > Advanced > Payment Settings

Example for Adding/Cloning an Attendee Registration Module

  1. Click Dashboard
  2. Click Conference Home for the Conference to add a module in
  3. Click + Add Module
  4. For Module Type, select Attendee Registration Site from the dropdown list
  5. Click Select Module Type button
  6. Complete the fields for:
    • Module Title
    • Short Name
    • Start Date
    • End Date
    • Module Contact Name
    • Module Contact Email
    • Registration Form - select from the dropdown list a previous attendee registration form to clone
    • Contact Form - select from the dropdown list a previous attendee registration form to clone
  7. Click Create New Module button
  8. A message 'Go to manage new module - Click here', click on the Click Here link
  9. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit.
You will need to update and check the payment settings > Attendee Module > Settings > Settings > Payment Settings.
IMPORTANT NOTE: Discounts are not copied and need to be created for each conference.
Ensure to review and update relevant pricing, dates and the confirmation email in the payment settings.

Example for Adding/Cloning an Exhibitor Registration Module

  1. Click Dashboard
  2. Click Conference Home for the Conference to add a module in
  3. Click + Add Module
  4. For Module Type, select Exhibitor Registration Site from the dropdown list
  5. Click Select Module Type button
  6. Complete the fields for:
    • Module Title
    • Short Name
    • Start Date
    • End Date
    • Module Contact Name
    • Module Contact Email
    • Registration Form - select from the dropdown list a previous exhibitor registration form to clone
    • Contact Form - select from the dropdown list a previous exhibitor registration form to clone
  7. Click Create New Module button
  8. A message 'Go to manage new module - Click here', click on the Click Here link
  9. Then your new module will appear in the list of Conference Modules, click on the module to open it and edit.

You will need to update and check the payment settings > Exhibitor Module > Settings > Settings > Payment Settings.
IMPORTANT NOTE: Discounts are NOT copied and will need to be created for each conference.
Ensure to review and update relevant pricing, dates and the confirmation email in the payment settings.


    • Related Articles

    • Review Module with multiple reviews

      The review module has been updated to include some new functionality and to take away the need for separate review modules (i.e. paper module). You may now perform several different types of reviews, within the one submission module. If you are not ...

    • How to Create a New Conference or Event?

      If you are a licensee of the X-CD system, you are able to create as many conferences as you need from your admin dashboard. You will be able to give your new conference a unique event name, event short name, its own unique color ...

    • How to add Sponsor logos in the Online Program?

      The sponsor module is a special page that allows the display of sponsors logos. The logos may be hyperlinked to the respective sponsor website. To add sponsors, prepare the following items: Sponsor CSV File - An edited CSV with all sponsor info in ...

    • How to Manually Add an Attendee Registration

      You may add an attendee using two different methods: Adding the attendee manually using the Admin Dashboard OR Logging in as the contact and completing the attendee registration form Manually Adding an Attendee through the Admin Dashboard Click ...

    • How to Add a Button/Link/Text to the Profile Home Screen?

      Click Dashboard Click Profile Home Management in left side menu Click + Add New Link button Set the Text Only or Link where Text Only = Screen Text displayed Link = button and links to another URL or Module Enter the Link Label Set the Link to a ...