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. Using these event templates lets you quickly apply pre-selected event elements, saving you valuable time building your new event.
Note: Currently, only org admins can see created templates. If your access is only for an event admin, please have one of the organizers add you as an org admin to see the templates.
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 have the flexibility to choose from both active & upcoming events, as well as past events, to serve as your templates. Click the 3 dot menu next to the event and then click Save as template.
Enter the template name, add an optional description, then click Save. You can remove the elements that you won't need for your future event at a later time by unchecking them.
3. Use the Event Template to Create a New Event
Go to the Templates tab to see the event template you created.
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 content of the template.
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.
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.
Items that are not copied over to the template
Dates from the previous event (e.g., event, session, gamification, tickets, etc.) the dates will default to start one month after the creation date
Uploaded session videos
Exhibitor and Lobby polls
Exhibitor and Lobby Q&A
Contacts in Manage Contacts
Sent and Scheduled Engage Emails (only drafted emails will be duplicated)
Frequently Asked Questions
What will be the event date of the new event created through the event template?
When you create a new event using a template, it will automatically be scheduled to start one month after the creation date.
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.
Who can edit and use the template to create a new event?
All organizer team members have access to edit and use this feature.
If their access is only for event admin, please change it to admin so they can access it.