CS Team
      Back to home
      2. Information for Event Planners
      3. CS Team

      How to Create and Manage Your Event

      Learn to use the Event Settings page to configure your event's details, schedule, visibility, and more.

      Getting Started: Creating and Publishing Your Event

      Let's start with the most common tasks. Follow these simple steps to get your event up and running.

       

       How to Create a New Event

      This article provides an overview for creating a new event by covering, in general terms, the left hand navigation of the Dashboard. Each sub-tab has its own helpdesk article that provides much more detail and assistance.

      1. From your main dashboard, click Create New Event

      2. Start by filling out the basic information section. Under the General tab on the left hand navigation, the Event Settings, Event Contact and Event Team tabs are what is needed to get started and define the basics of your event.

      3. Move to the next section Event Builder. This section is where you will create your Style, Location, Agenda, Expo and Sponsorships.

      4. The Registration section is where you will build your registration, including Participant Types, Tickets, and any registration Custom Questions or Promo (Discount) Codes you may have for your event.

      5.  The Engagement tab is where you define other attributes of your event, including Matched Meetings, Activity Feeds and Opportunities. Additionally, this section is where you create Surveys and Livestream (Virtual) sessions. You will find the Binder for storage of sharable documents, and attendee Check-In for events, sessions and meetings. You will also post Bulletins to go to your attendees using our mobile app, Timesheets and Certificates for those of you offering CE Credits, and lastly Forms, a device for intake of information and closely tied to Matched Meetings.

      6.   The Communications tab houses all the functionality for sending emails, whether its for Event Invites, Participant Updates, Matched Meetings Updates or Form Submission Updates.

      7.    The People section is where you mamage Participant Types and Speakers. It is also where you create and store all of your Contact Lists.

      8.   The Business section is where you will manage your storefront Orders. connect your registration to your Payment provider and where you will find your Report builder.

      9.   Lastly, the Integrations tab is where you will find bridges to our RAMCO, EventBrite and Salesforce integrations.