Using a template to create a new event (event templates)

Using a template to create a new event (event templates)

Create a new event with Event Templates in minutes with your individual processes, contents, and designs. The invitation and registration processes, all mailings, and event website contents, as well as the event design set up in the Event Templates, will be 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 an Event Template. This makes it possible to combine Event Templates and designs as desired.

All events in your account are managed via the event list. This overview shows all active, upcoming, and archived events. Additional events can be created in the following ways:
  1. With the "Event Wizard" (learn more here)
  2. Duplicating an existing event (learn more here)
  3. Using an "Event Template" (learn how to create Event Templates here)
1. Start the setup:
  1. To start setting up an event using an Event Template, switch to the account and click on > Events in the menu, then on the  icon in the top right corner above the add symbol. Select "Create Event from Template" (only 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 the "Create Event" button at the bottom of the preview.

2. You will now be guided through the setup in several steps:

Step 1: Enter basic data
  1. Event name and internal designation (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 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 (linked to Google Maps)
Step 2: Segments & Contact
  1. Which tags and individual target groups set up in the template should be adopted?
  2. Adjustment of the contact details displayed in the footer of the event website and mailings.
Step 3: Design
  1. The design stored in the Event Template is adopted by default; header image and logo can be swapped in this step.
  2. Alternatively, you can also select all design templates stored at the account level in > Templates > Designs as default designs for the new event in the "Design" selection field (learn more about design templates here).
Step 4: Mailings
  1. Selection of all mailings (bulk mails & confirmation mails) stored in the Event Template.
  2. Internal designations of the mailings can be adjusted.
  3. Subjects are displayed via mouse-over.
3. After the new event has been created:
  1. After confirming the entry, the event is created, and you are redirected to the > Cockpit of the new event.
  2. You can now complete the event setup directly in the event.
All settings and entries adopted from the Event Template can be further adjusted to your requirements in the newly created event.


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