Using a template to create a new event (event templates)
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.
If you are working with several designs at once, you can also save them in your account and assign them to existing events or select them when creating a new event with an event template. This allows you to use any of your event templates with any of your designs.
You can manage all of the events listed in your account from the Event list. This list contains the details of all of your active, future and past (archived) events. To create a new event, you can select from the following options:
- Use the “Event Wizard" (Click here for more information)
- Duplicate an existing event (Click here for more information)
- Use an “Event template” (Click here for information on creating event templates, using an “Event template” to create an event)
1. Start setting up your event:
- If you want to use an event template to start setting up an event, open your Account page and click on the
symbol in the top right under > Events. Next, select “Use template to create event” (in order for this option to be shown, you have to have at least one existing event template saved in your account).
- The drop-down menu will now show all of the available event templates plus a preview.
- Select the required event template and click on “Create event” at the bottom of the preview.
2. You will now be guided through the setup process step by step:
Step 1: Enter the key data
- Event name und internal name (mandatory field)
- Event start date & time (mandatory field)
- Event end date & time
- Registration closing date & time
- Maximum number of guests
- Do you want to import the test guests specified in the template to the new event?
- Location and address (for Google Maps)
Step 2: Categories & contact details
- Select the tags and custom target groups from the template that you want to use for your event.
- Edit the contact details that will be displayed in the event website and mailings’ footer.
Step 3: Design
- This is where you can change the header image and/or logo of the template design, which will initially be applied by default.
- Alternatively, you can also select any of the design templates saved in your account under > Templates > Designs as the default design for your new event (Click here for more information on design templates).
Step 4: Mailings
- For selecting any of the mailings set up on the event template (bulk & confirmation emails).
- You can also customise the mailings’ internal names.
- Hovering over the subject line will show its content.
3. Once you have finished creating the new event:
- Once you have confirmed all of the information you entered, Invitario will create the event and you will be forwarded to the new event’s > Dashboard.
- You can now finish setting up the event right on the event page.
You will now also be able to further customise all of the settings and information of the new event taken over from the event template to your needs.
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