Details
Our platform supports two event types; those pulled-in via our Eventbrite integration and well those created directly within our platform. You can explore the differences via our Events overview page.
In this guide, we'll walk you through the process of setting up an event created directly in our platform.
How-to Guide
There are several ways & places to create a new event in our platform, but we'll use the dedicated Events section for this guide.
- Select Events from the sidebar. If you have any existing events, they will be shown here.
- Click . The dialog for adding a new event will now appear.
- Enter the event Title and Description, followed by the start date & time and end date and time.
- Next, click the Add image to open the Files & Images manager and select (or upload) an image for your event. The image should be no smaller than the width of your email (we generally recommend a 650-700px email width). In other words, if your email width is 700px, then your chosen event image should generally be a little wider than this. Use the Adjust option if cropping is required.
- Click .
- On the Location screen, enter the event address details (leave blank if an online event). You can also optionally add a value in the total tickets field. This will not limit registrations - it is just an internal 'visual indicator' to show how you're doing with event registrations.
- Next, add the Event URL for your in-person or online event. This is the link to the page that people can use to find out more about your event - an event landing page, for example.
- Then add the Registration URL for your in-person or online event. This is the link to the page that people would use to register for your event - it can be a form in our platform or at another third party ticketing system or events website.
If you want to link to a form you've built in our platform, here are some instructions on finding the direct public link to a form. - Click .
- Click whether you wish to create a new list for this event. If so, select the folder & add a list name.
A list is only required if you are using our system to collect attendee information. If you are merely promoting the event via our platform, you won't need to make a new list. You can always add a list to an existing event later on, if required. - Click .
- Confirm all the details entered. If correct, click
You can now create a new email for this event, edit the event or create an event reminder automation for it. We also have a guide on locating contacts who have registered for an event.
When editing an email or SMS message, you can 'attach' it to an event by using the 'Add to event' option (on the SMS or email creation screen). This 'links' the message to the event, so that you can easily see event-specific comms in one place via the overview screen for that specific event.