Artez makes creating your new event quick and easy! With the addition of our Event Setup Wizard, you will be guided through the event setup process with a series of simple questions which will impact your event's configuration. If you are unsure at any point during setup, choose and answer and you can always change any of the settings after you have created the event.
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Creating a New Event
Note: If you're creating a demo event, you can always archive it later.
Using the Event Setup Wizard
Step 1: From the administrator console, click on Events.
Step 2: From the left menu options, click on Setup New Event.
Step 3: Choose the type of event you wish to setup and click Next.
Step 4: You are now given the option to create a new event or create a copy of an existing event.
Create a New Event
Step 5: To create a new event select “I want to create a new event”.
Step 6: You are asked a series of questions which determine the settings of the event being created.
Step 7: Supply the information for your event and click Finish to continue with the wizard.
Tip: Export Event ID is used to identify your event on your reports. Your users will not see this anywhere.
Step 8: Since we answered the question “Are there multiple locations for your event?” with “Yes” we are prompted to enter the information for each location.
Step 9: You are then prompted to enter outgoing email information.
Step 10: Next, you will be asked a series of questions which determine the donation settings of the event being created.
Step 11: Enter the waiver information and click Next.
Step 12: Upload Header/Footer Images.
Tip: If you do not have a header and/or footer to upload for your new event, you can skip this portion of the setup. After your event setup, you are able to change any settings that are created
Step 13: Click Finish to create a new event.
Step 14: Additional options are displayed to easily setup other aspects of your event like purchase items and customization. Click Done to move to the Event Summary.
Tip: On the Event Summary page, you need to click "Open Public Access To Event" to see the public-facing website. Then, you can click on the link next to Event Home Page to be redirected to the user's view.
Once you have complete all steps in the Event Setup Wizard, your event will be created and will follow all the options you have chosen. As a reminder, you can go through the various sections of your event after creation to fine-tune your event.
Note: Don't forget to open public access to your event so you can check out your user's view. Even if you open public access to your event, nobody would be able to visit your page unless you have shared the direct link to the website. Be sure to use the Important Links Section to hyperlink to your website/email/social.
Take a look at the next few articles to walk through the rest of the event set up for your new Event.
Copying An Existing Event
Step 1: From the administrator console, click on Events.
Step 2: From the left menu options, click on Setup New Event.
Step 3: Choose the type of event you wish to setup and click Next. Please note that the steps may vary depending on the event type that is being created. The steps below will be seen when setting up an Event/Campaign.
Step 4: You are now given the option to create a new event or create a copy of an existing event.
Create a Copy of an Existing Event
Step 5: If you wish to copy an existing event select “I want to create a copy of an existing event” and click next.
Step 6: You are given the options to select the event you wish to copy, and then the option to specify which settings to copy (or all of them). Select your preferred options and click Next.
Step 7: Supply the information for your event and click Finish to copy the Event.
Note: Don't forget to open public access to your event so you can check out your user's view. Even if you open public access to your event, nobody would be able to visit your page unless you have shared the direct link to the website. Be sure to use the Important Links Section to hyperlink to your website/email/social.
Copying An Event – Things to Remember
Event Links and Content:
When you copy an event, it is important to remember that some items still require updating in the new event. Most importantly are the donation and search URL’s listed on your home page.
Under “Event Summary” on the left hand navigation menu. You will find the current links in “Important Links”
Select “individual links” to see a list of links which you will most likely need. Copy them so that you have them handy for the next step.
Proceed to Content. Click on the links of any page that has links which require updating.
For example click on “Event Home Page” you will automatically be in the “Edit and Preview” section. At the bottom of this page is the WYSIWYG window in which you can edit various aspects of that page.
Tip: WYSIWYG stands for What You See Is What You Get and refers to the preview content window.
Click and drag your mouse over the old hyperlinks you wish to change. Once these links are highlighted you will then click the fourth icon from the left (the globe with a pin over it). This will bring up an alert window which has the web address associated with that hyperlink.
You will see that the URL is a reference to the old event, so here is where you replace the old URL with the new URL (which you have copied from the current events “Important Links” section) and click “OK” once done.
You will have to repeat this updating process in the various places you have links.
Social Networking Message:
Update your Facebook and Twitter messageing in the Widgets section under Social Networking.
Emails:
Review your emails to ensure that you have not missed any event specific details from the previous event.
Tip: Use our system keywords to avoid updating basic event details year after year.
Media Player:
Remember to update your default personal and team message, found in the Media section.
Other considerations:
Some other items to consider when copying an event might be:
- Custom code, such as CSS that you may have added.
- Images or headers that might read last year’s date.
- Event and Registration dates
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