How to create and duplicate an event

Learn how to create new events and copy existing events in Eventsforce.

Ben Dharmanandan avatar
Written by Ben Dharmanandan
Updated over a week ago

Eventsforce offers two ways to create events within your account:

  1. Creating a new event from scratch

  2. Duplicating an existing event

Eventsforce recommends copying events if the new event will have any of the same categories, tickets, questions, emails, or website. Once copied, the event can then be updated as needed.

This article will cover:

Creating a new event

Creating a new event can be useful if you want to start from scratch and set up an event that uses the default Eventsforce settings and configuration. A new event can be created by taking the following steps:

  1. Use the “+ Create” button from the left menu

  2. Select “Event”

  3. Enter the event details (name, date, time, etc.)

  4. Click “Save”

Note: The ability to create new events in Eventsforce is a user permission that may be restricted to certain user roles. If you do not see “Event” when clicking the Plus Icon, you may not have the necessary permissions to create new events.

Entering event details

When creating a new event, the system will require some basic event details to be entered to save:

  • Event name: The name of the event (will appear to attendees).

  • Start date and time: The start date/time of the event. This can be changed until the date has passed.

  • End date and time: The end date/time of the event. This can be changed until the date has passed.

The additional optional fields include:

  • Select event template: If you want to create a preconfigured event, use this dropdown menu. Selecting an option from the menu will automatically fill in information, such as tickets and sessions, into the event. Choose between single, Group or Group Plus to determine the type of information that will be added. Note that if you select an event template, you may need to reconfigure the information to better suit your event.

  • Event keywords to generate draft homepage contents: Including keywords here allows you to generate organization-specific homepage content for your event website automatically.

Upon clicking “Save”, the system will generate additional fields and areas for customization, including:

  • Status: Indicate the current state of the event. Use “Not Live” until ready to send invitees or allow outside testing.

  • Venue Name: Provide the event’s location.

  • Maximum venue capacity: Enter total venue capacity. The system will stop allowing tickets once this max value is reached. Separate capacities can be created against individual tickets if needed.

  • Time zone: The time zone in which the event is taking place. This is used for the agenda page and ticket availability based on date/time.

  • Registration settings

    • Registration journey: Select whether the event should be “Groups +”, “Groups” or “Single person” registration.

    • Allow new registration from: Enter dates when bookers can purchase/book tickets for the event.

    • Registration timeout: Control the automatic timeout for registrations.

Note: If the “Allow multiple attendees in a registration?” is unavailable, you may not have an Eventsforce package allowing group booking. Please contact your account manager for more information.

Click the “Advanced” button to access additional settings for your event:

  • Event banner: Upload an event banner that appears on all registration pages, this is separate from the ‘website banner

  • Registration changes: if necessary, specify the date in which the booker should no longer be allowed to remove/add tickets, or change answers within existing tickets

  • Days: change the name of the day(s) in your event, will change the name on the agenda page and all areas where the day name is visible

Duplicating an existing event

Eventsforce offers the ability to create an exact copy of an existing event, copying all settings to a new event. This can make event setup very quick if copying an event occurs frequently.

To duplicate an existing event, take the following steps:

  1. Visit the event you want to duplicate (Events > Show all events > Double click event)

  2. Click the “+ Create” button from the left menu

  3. Select "Duplicate Event"

  4. Enter a name for the new event

  5. Specify an event start date (once the start date has passed, the date cannot be changed)

  6. Click "Duplicate"

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