Creating an event

Creating an event



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 once created in the event templates, all the content of mailings and the event website, as well as the design of the event, are adopted.

If you work with multiple designs, you can also store them at the account level and assign them to existing events or select them when creating the event using the event template. This allows you to combine event templates and designs as desired.

All events of your account are managed via the event list. This overview displays all active, upcoming, and archived events.

To create a template, go to the event list of your account and click the quick menu (   ) of an event you want to create a template from and then "Create Template". It is recommended to check all content after creating the template from an event to avoid errors. Pay particular attention to using macros and placeholder texts, and not having any links in written form in your template.


1. Start the setup:

  1. To start setting up an event using an event template, switch to the account and click on the menu item > Events on the  at the top right above the add symbol. Now select "Create event from template" (this will only be displayed if at least one event template is available in the account).




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

2. Event Wizard:

Step 1: Enter basic data

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

Step 2: Segments & Contact

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

Step 3: Sessions

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

Step 4: Design

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

Step 5: Mailings

  1. Selection of all mailings stored in the event template (bulk mails & confirmation mails).
  2. Internal designations of the mailings can be adjusted.
  3. Subjects are displayed using mouse-over.

Step 6: Files

  1. Selection of all files stored in the event template (images, documents, etc.)
  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 content should be checked and/or adjusted after completion:

Content blocks on the website and in the mailings

Speakers

Sponsors


All settings and inputs adopted from the event template can be further adjusted to your requirements in the newly created event.






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