Creating a Classic Event

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You may be apprehensive about creating your first event, but relax. The Event Wizard walks you through building the framework in three short steps. You can change anything you create with the wizard later so don't worry if you're not sure about a date, or a color, or a contact type. This is just the start.
 
NOTE: These instructions are for Classic events. If you’re creating a Flex event, reference this article instead.

1 Launch the Event Wizard. Click Create Event.

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Hover over Standard Registration and click Select.
 
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2 Specify key event details. Complete the required fields. The title tops almost every page on the website and throughout the registration process. Select a category. The description, location, and date display by default on your event's summary page.

Set the time zone to match the venue's. Select the dates and times in the When section. The Registration Deadline is the last day invitees will be able to register.

 
NOTE: Your event will close automatically when it reaches capacity or the Registration Deadline passes.
In the Event Planner section, enter the planner's first and last name. This will appear by default in the From Name field of event emails by way of data tags.
 
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Click Next.

3 Enable features in your event. To turn on features related to event details, check the boxes to the left. Don't overlook the sub-settings in the ones that require more information.
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Not sure what the feature is? Hover over the User-added image to the right of its name. Go through each section. Once you're done, click Next.

Do the same for Website and Registration, then Promotion & Communication.

Click Previous to make any changes. If everything looks right, click Finish.


4 Edit your event later. Your newly created event will automatically open on your screen.

To edit the basic event details, hover over Event Details and, under General, select Event Information. Click Edit to make changes, then Save.

Add registration types to your event.

Tailor your registration process to provide all of the information you need, while also making it as painless as possible for your invitees. Sessions can be added and fees associated to anything that has a cost. Modify the contact information you want to collect, and create registration questions. Lastly, you can determine the different types of payment for your invitees.

Brand your website to your event's or company's specs with a customized website layout and theme. Then personalize your emails.

 

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