Create an event from event templates

Create an event from event templates



With Event Templates, you can create a new event with your individual processes, content and designs in just a few minutes. The invitation and registration processes created in the event templates, all content of all mailings and the event website as well as the design of the event are adopted.

If you are working with multiple designs, you can also store them at account level and assign them to existing events or select them when creating the event using the event template. Thus, it is possible to combine event templates and designs as desired.

All events of your account are managed via the event list. In this overview all active, upcoming and archived events are displayed. 

To create a template go to the event list of your account and click the quick menu (   ) of an event from which you want to create a template and then "Create template". After creating the template from an event, it is recommended to check all the content to avoid mistakes. Pay special attention that you work with dynamic contents, macros and placeholder texts and do not have links in written out form in your template.


1. Start the Setup:

  1. To start the setup of an event using an event template, switch to the account and click in the menu item > Events in the top right on the "Add Event" icon   Now select "Create event based on template" (will only be displayed if at least one event template is available in the account).




  1. All event templates including preview are displayed in the selection field.
  2. Select the desired event template and click the "Create Event" button at the bottom of the preview.

2. Event-Wizard:

Step 1: Enter basic data

  1. Name of new event and internal name (mandatory field)
  2. Date and time for the start of the event (mandatory field)
  3. Date and time for the end of the event
  4. Registration end date (date and time)
  5. Registration limit (maximum number of guests)
  6. Should the test guests stored in the template be transferred?
  7. Location and address (link to Google Maps)

Schritt 2: Contacts & Categories

  1. Which tags and individual target groups created in the template should be adopted?
  2. Customization of contact data displayed in the footer of the event website and mailings.

Schritt 3: Sessions

  1. Which sessions should be transferred to your event. The start date is automatically adjusted according to your event start date.
  2. You can also adjust the start date according to your schedule

Schritt 4: Design

  1. The design stored in the event template is adopted by default; header image or logo can be swapped in this step.
  2. Alternatively, in the "Design" selection field, all the design templates stored at account level in > Templates > Designs can be adopted as default designs for the new event.

Schritt 5: Mailings

  1. Selection of all mailings stored in the event template (bulk mails & confirmation mails).
  2. Internal names of the mailings can be customized.
  3. Subjects are displayed via mouse-over.
Pro Tip: If you are not sure, if you may need a certain type of mailing in the future, it is easier to import it at this step and not use it as it is to create and design it afterwards.

Schritt 6: Files

  1. Selection of all files (images, documents, etc.) stored in the event template.
  2. Unused files can be deselected

3. After the Event-Wizard:

  1. After confirming the input, the event will be created and you will be redirected to the > cockpit of the new event.
  2. You can now complete the setup of the event directly in the event. 

The following contents should be checked and/or adjusted in every event after setup has been completed:

Sessions (Agenda)

Content blocks on the website and in mailings

Speaker

Sponsors

 

All settings and inputs taken over from the event template can be further adapted to your requirements in the newly created event.

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