There are a few steps to complete before creating an event within CompleteEmpire and preparation is key. During the process of creating a new event you will require access to all the event details, content and images etc and having this content to hand will facilitate the process. There a number of prerequisites and options to be considered such as creating or editing event types, creating grouped events and sessions, event venues, event sponsors, surveys, event EDM's and pre and post registration emails. Once you have created the required event options you are ready to create the new event.
Video - How to Create a New Event. Click link to open video.
Events View - Create New
Take note that to create an event there are a number of prerequisites. Create the following if they do not already exist and if they required for the event that you are working on:-
- Create a Group if the event campaign requires it. Refer to Create a new Group
- Create a Sponsor if required. Refer to Create a new Sponsor
- Create a Venue. Refer to Create a new Venue
- Create Surveys if require. Refer to Create a New Survey
- Click Connect>Events>Events to open the Events view.
- Click [Create New] in the quick action button group to open a drop down menu.
- Select either New or Grouped - {New} will open the New Event window and {Grouped} will open a Select Group window. See below - select the Group from the list and click [OK] to proceed to the New Event window.
New Event window
If you selected a Group event previously then a number of the following field will be pre-populated with the information used to create the Group.
Mandatory fields outlined in red.
- Enter Name - each event requires a name.
- Event Type - select form the drop down list.
- Event Venue - select from the previously added venues.
- Survey - select a survey from available choices. Survey Visibility - select if visible and if so whether it will be visible on registration or post attendance.
- From Name - Name to appear on communications. From Email address - email address to appear on communications.
- Tracking Code - add previously generated tracking code relevant to the email communication.
- Emails - select and add your previously created emails for communications at each stage of the event, registration, reminders, attended and for non attendees as appropriate to your campaign..
- Brief - the brief will appear on the public website prior to the event registration form. Check the content and formatting prior to publishing to you public website.
- Description - the description will appear on the public website usually below the promo image prior to the event registration form. Check the content and formatting prior to publishing to you public website.
- Promo Image - add to upload your key promotional images.
- Flyer - add to upload any attachments/flyers to your communication that the registrant can view or download.
- Media Website - enter the URL for your publicly accessible website.
- Conducted - tick if the event has passed, ordinarily leave unticked as it is automatically filled when event has been completed.
- Visible - select if you want the event to be seen on the events page on your public website.
- [Save] - click to save your event details.
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