Check that all your Fellow data is correct:

• All Fellowship records are linked to the proper Class record
• All Contact records have:
  • First Name, Last Name
  • Nickname *
  • Primary Fellowship
  • Bio *
  • Profile Picture URL *
  • Primary Affiliation
  • Primary Affiliation Type
  • Job Title
  • Preferred Email Type
  • Email Address (of the preferred type)
  • Preferred Phone Type
  • Phone Number (of the preferred type)
  • Primary Mailing Address Type
  • Primary Mailing Address

* Used for seminar materials

Check that your Seminar data is correct:

• Special Event record type = Class Seminars / Program Events / AGLN Events
  • The appropriate Seminar Type is selected
  • The following fields are populated
    • Program (linked)
    • Class (linked)
    • Venue (linked)
    • Start Date
    • End Date
    • Location Notes
• Special Event Attendee record type = Attendee
  • Fellows are added to the Special Event as Special Event Attendees (Type = Participant)
  • Moderators are added to the Special Event as Special Event Attendees (Type = Moderator)
  • Staff are added to the Special Event as Special Event Attendees (Type = Staff)
  • Order field determines the order in which moderators and staff are pulled into the survey form
• Seminar Readings
  • Seminar Readings are created, linking Readings to the seminar
  • Reading Order determines the order in which the readings are pulled into the survey form
  • Moderator * indicate the moderator who will be moderating this reading (for feedback and moderator report cards)
  • Moderator's Special Event Attendee* (for feedback and moderator report cards)

Reference: Fellowship-Related Records, Special Events, Seminar Readings

• Mailing Labels
• Tent Cards
• Badges
• Bios
• Ventures, if applicable

Reference: Creating documents with Conga Composer

• Readings pulling in correctly
• Moderators pulling in correctly
• All questions are as you want them

Reference: Forms in FormAssembly, Testing Forms

Reference: Create or modify an email template

1. My Settings --> Email --> Email Templates --> Seminars --> Seminar Survey Template
2. Clone and save to your program folder
3. Edit HTML Version. Double click “PASTESURVEYLINK” and replace it with your Seminar Survey Link, leaving the close curly bracket “}”
4. Edit Text Version and paste in the actual URL
5. Do a test send of the personalized survey email

Reference: Send an email to your participants

Consider attaching or linking to the final seminar materials, e.g. agendas, BREs, other

You can link to documents in Sharepoint by using the Chatter publisher to attach a file, select a file from Salesforce, and then look up the file in the Sharepoint directory. More information on connecting files from SharePoint and OneDrive in Salesforce can be found here (article pending).