Creating Events With Ease Using Templates
If you've organized an event before and want to use the same settings for future events, you can save that event as a template. These event templates let you quickly apply pre-selected event elements, saving valuable time building your new event.
Who can create templates?
Anyone who is an Event Admin or Admin to the template and has access to the Organizer Portal.
Who can edit the template?
Anyone who has access to the Organizer Portal.
Who can duplicate events from the template?
Anyone who is an Event Admin or Admin to the template and has access to the Organizer Portal.
Important Notes:
Event Templates can only be created and accessed through the Organizer Portal, so only Admins, Org Admins, and White Label and Enterprise Admins can create and access them.
If your event role is Event Admin, please have one of the organizers change your event role to "Admin" to create and access the event templates.
To save events as templates, you must add yourself as an Event Admin or Admin in the event.
To duplicate events from a template, you must add yourself as an Event Admin or Admin in the event template.
When events are created from a template, all team members in the template will be added to the new event. White Label and Enterprise Admins are notified through email that a new duplicate event has been created by a user.
1. Go to the Organizer Portal
To start, you can head over to your Organizer Portal. In the Events tab, there are three sub-tabs:
Active & Upcoming - all events under this organizer
Past - all past events under this organizer
Templates - all event templates created under this organizer
2. Select an Event
To create a template, you'll need to select one of the events and save it as a template. You can choose from the Active & Upcoming tab or Past Events tab. Click the 3 dot menu next to the event and then click Save as template.
Note: You must be an Event Admin or Admin of that event to save it as a template. If not, nothing will happen when you click the button, or if you're a WL / E Admin, you will get an error message.
Enter the template name, add an optional description, then click Save. You can remove the users (admins, speakers, etc.) and elements you won't need for your future event by unchecking them.
Items that can be copied to the template | Items that cannot be copied to the template and the new event created through a template |
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3. Use the Event Template to Create a New Event
Go to the Templates tab to see the new event template.
Hover on the template to see the other settings.
Edit Template - click this if you'd like to add or remove event elements to the template.
Use Template (Create Event) - click this to create a new event by copying the template's content.
3 Dot Menu - click to rename or delete the template.
Click the Use Template (Create Event) button to use this template for a new event. Enter the name of the new event and click Create.
Note: You must be an Event Admin or Admin of that event template to use the template. If not, you will see an error message after you click Create.
Then, you will be redirected to your profile account's My Events Page. To go back to the Organizer Portal, click your profile on the upper right and select Manage Organizer.
You will find the new event in the Active & Upcoming sub-tab with the event name containing the event name that you set. Click the event to start adding the rest of the elements for this new event. If the event is not clickable from this page, refresh and try again. The event start date will be set to 1 month after the creation date.
Frequently Asked Questions
If I include event admins in the new event created through the template, will they be notified?
Yes, included event admins will automatically receive a welcome email notifying them of their access to the new event.
If I include speakers and exhibitors in the new event created through the template, will they be notified?
No, included speakers and exhibitors will not be notified.
If I edit the template and add the items that are not copied over (e.g., upload a video for a session), will it show on the new event created through the template?
No. While the added session copies over, the uploaded video will not be copied over to the new event.
Will pages from the Event Website Builder be copied?
Yes, it will be included in the new event.