Create an event

Angie Kwan

Mar 11, 2024 10:49 AM

Create the event

  1. Go to Dashboard.
  2. Select Create event in the top right.

Complete each section for your event

Basics

  1. Add the event title and description.
  2. Double check the time zone for your event.
  3. Choose multi-session event or a single event.
  4. Select the date and time for your event. Choose an all-day event if you'd like to block off the full day or add a placeholder.
  5. Choose the location for your event: virtual, in-person, or both for a hybrid event.
  6. Add an event cover photo. You can crop this photo for the 3 different places it appears across the platform.
  7. Select an existing team. This is the team that will be hosting the event.
  8. Double check that the contact name and email corresponds with the host.
  9. Select the Categories that relate to your event for employees to discover using filters.
  10. Add the spend amount for the session.

Guests

  1. Choose between a public and private event. Private events are only available to those invited.
  2. You can invite specific people to your event on the Insights page here.
  3. Choose who can see the attendee list and if the event has a capacity limit.
  4. You can also set a registration cutoff time for the event.
  5. Another integration that you can set, is the in-person check-in feature.
  6. Choose whether you'd like to communicate with confirmed attendees via a Slack channel. You can create a new channel or use an existing one. As soon as individuals confirm into your event, they will be added to the Slack channel you indicate here.

Surveys

  1. Create a questionnaire if you want to send a survey to attendees before the event. You can choose whether to create questions from scratch or use a template that someone from your company has created before.
  2. Create a feedback form if you want to send a survey to attendees after an event. You can also set when you want the form to be sent to attendees. You can choose whether to create questions from scratch or use a template that someone from your company has created before. Choose if you would like the survey to be anonymous or not.

Reminders

  1. Choose if you'd like to create a calendar invite for this event.
  2. Create custom Slack reminders for confirmed attendees before the event begins. Reminders must include a message and specify the guests who will receive them.
  3. Create custom email reminders for confirmed attendees before the event begins. Reminders must include a message and specify the guests who will receive them.

If you want to create a draft first, click Save. If you're ready for your event to go live, click Publish and you're done!

Want access to a beta feature?

Get in touch with our customer experience team. We'll reach out with next steps.

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