Adding and editing an event template

Adding and editing an event template

Event templates only need to be set up once and allow you to create a new event with its own custom settings, contents and designs within a matter of minutes. When using an event template to create a new event, all of the template’s relevant invitation and registration process configurations, predefined mailing and event website contents, as well as the event design settings, will be applied to your new event.

There are two ways to create a new event template:

1. Creating a new event as the basis for a new event template:

  1. Create a new event under > Account > Events with the  Event-Wizard.
  2. Once the event has been created, go to > Account > Events and select  “Create template” from the quick menu for the newly created event and confirm your choice.




  3. The new template will now be listed under > Account > Templates > Event templates and can also be further edited from here.



2.  Creating an event template based on an existing event:

  1. Select    “Create template” from the quick menu for the relevant existing event under > Account > Events and confirm your choice.
  2. The new template will now be listed under > Account > Templates > Event templates and can also be further edited from here.
The following events cannot be used to create event templates:
  1. Events that have not yet been fully set up (status in Event Wizard)
  2. Events that include ticketing
  3. Events that are duplicates of an event created before 2018. 

All of the event templates are listed under > Account > Templates > Event templates:
  1. To edit an event template, click on the event template name in the event template list.
  2. The event template management interface is largely the same as that provided for live events. The only differences are that the menu does not include the > Dashboard option, that the event status cannot be changed and that it cannot be used to send out bulk mailings.



Event-template event websites must never be used to set up actual registration processes. To do so, always create a live event first (using a template) and then use this live event to set up the corresponding processes for your current project.


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