Eventsforce provides two ways to create new events within your account:
- Creating a new event from scratch
- Duplicating an existing event
Eventsforce recommends copying events if the new event will have any of the same registration pages, questions, pricing, communications, or website. Once copied, the event can then be updated as needed.
Before creating an event
If your event will use attendee categories, you may want to change the ‘default’ category prior to creating a new event from scratch. Which category is set as the ‘default’ in the account, will also be the ‘default’ in the new event. This also means the emails for other categories will be linked to the default.
To avoid having to unlink emails to remove a category, first check the correct category is set as the default by taking the following steps:
- Go to System Settings > Settings > Attendee Categories
- Select the “Default Category” radio button for the category that should be the default in the new event
Note: Changing the default category will only have an impact on events created going forward, existing events will not be impacted.
Creating a new event
Once the default attendee category has been chosen, a new event can be created by taking the following steps:
- Use the “+” in the top left corner
- Select “Event”
- Enter the event details (name, date, time, etc)
- Click “Save”
Note: The ability to create new events in Eventsforce is a user permission which may be restricted to certain user roles. If you do not see “Event” when clicking the “+” icon, you may not have the necessary permissions to create new events.