The next steps after creating an event with the wizard

The next steps after creating an event with the wizard


After you have created the event with the Event Wizard, you can now further edit the event in detail. Depending on the complexity of the event, this process will take more or less time. Below we would like to outline a typical process for a standard event, which may of course be different depending on your requirements.

1. Testing the Emailings, the Event Website, and the Registration Process

Create and manage test contacts
  • When an event is created, all users of the account are automatically added as "test guests".
  • Click on > Guests in the side menu to display them.
  • To add a new test guest, click on "New Guest" in > Guests > select "Create New Guest" and fill in the desired master data fields accordingly and check the "Tester" checkbox.




Open the Event Website
  • You can open the Event Website by clicking on the symbol to the right of > Website in the side menu.


  • If you click on the Website symbol next to the guest in > Guests, you will open the website from the perspective of the respective guest, e.g., with a pre-filled registration form.



Edit and Test Emailings
  • In the menu item > Mailings, the created emailings are displayed. You can open them by clicking on the "Edit" symbol. You can now edit the content in the text editor.
  • To send a test email, click on "Save & Send", select the test guest to be addressed on the next page, and click on the "Send" button.

Design Adjustments of the Website and Emailings
  • Further design adjustments can be made in the menu item > Design. Open the created standard design with the "Edit" symbol.
  • The changes are immediately displayed in the preview and applied to the website and all emailings after saving.
  • Send yourself another test email to track the changes.

Registration Form & Confirmations
  • You can edit the registration form in > Forms. After opening the form with the "Edit" symbol, you will see the "Settings" tab.
  • In the "Fields" tab, you can configure the form fields.
  • In the "Confirmations" tab, you can edit the confirmation texts that are displayed to guests after registration or cancellation on the website.
  • In the selection fields directly under the respective input fields, you can choose whether an additional confirmation email should be sent and which one.
  • The confirmation emails themselves can be found in the menu item > Mailings, they have the prefix "Confirmation Email -" in the mailing name.

Content of the Website
  • To change the standard text above the registration form or to enter the text for the imprint, select the menu item > Dynamic Content and open "Event Description" or "Imprint" by clicking on the "Edit" symbol.

Header Image and Logo for the Online Ticket
  • To display the header image and logo in the online ticket or wallet on smartphones, these must first be uploaded in the following formats to the > File Manager:
    Header Image: 1,200 x 314 px
    Logo: 320 x 80 px
  • After uploading, open the page > Tickets in the menu item > Website, select the uploaded files in the "Header Image" and "Logo" selection fields, and confirm the input with the "Save" button.

Import Guests
  • When you have finished testing the event and are ready to send it, you can upload the guests to the guest list.
  • To do this, click on the "Guest Import" button in the menu item > Guests and start the Import Wizard.
  • You will be guided through the import process in several steps. Detailed information can be found in the article "Guest Import".

Send Invitations
  • To send the first emailing, open the desired emailing in the menu item "Mailing" and click on the "Send" symbol.
  • Click on the "Activate Event" and "Activate Mailing" buttons in the header area of the page.
  • Select the desired segment (e.g., "All Guests"), choose the desired settings, and click on the "Send Mailing Now (… Contacts*)" button. You must confirm the send twice before it is actually triggered.


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