Adding a New Event

Video Tip - Go to the 2:32 mark in the video below for how to create a new Event.

To Add a New Event:

  1. Click on "Events" in the main navigation bar.
  2. Click on the "Add/Duplicate Event" button; select the "New Blank Event" option.
  3. Enter the Event name; Event color (for more easily identifying Event-related items on the Calendars tool); type of Event; target budget (optional); and start date/time and end date/time. Click the "Continue" button.
  4. Select one of two methods of attendee management for the event:
    • Collect RSVPs - Where you can upload your guest list and collect RSVPs via the Event Webpage. This is typically used for invitation/RSVP style Events like weddings, parties and social events.
    • Sell Tickets (Event Registration) - Where you can set up tickets to collect registrations/signups for paid or free Events via the Event Webpage or an embeddable registration checkout form. This is typically used for paid or free Events where you are collecting registrations and/or selling tickets.
      • NOTE - If you select the Sell Tickets/Registration option, you will need to complete a few additional fields, including a brief description of the event and the event point-of-contact details.
  5. Click "Save" when you are finished.

This brings you to the Event Dashboard page, where you can access the Event tools and view/manage additional information for this Event such as key activities and overdue, waiting and upcoming items; Activity Log; Assigned Contacts; Vendor list; Venue bookings; and Tags applied.

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