This documentation is to understand how to create and edit the Basic Template. The Basic Template is installed upon request by the client.
Creating the Basic Template
- On your account, click “Add a New Event”.
- Select “Go to Template Browser”.
- Select Basic Template.
- Enter the Event Information and click “Next”.
- Enter the Event Attributes & Goals and click “Next”.
- You can edit the Additional Event Information during or after the event creation workflow.
- It is recommended to edit it later to provide a cleaner view.
- Click “Next”.
- Click “Finish”.
- Once your event has been created, it should open to your new event with the basic template inside.
- Video on How to Create the Basic Template
Navigating the Basic Template
- The Basic Template utilizes Display Fields to create and edit information.
- To find Display Fields go to Plan > Content Display > Display Fields.
- Display Fields host all the main content for the various sections, which includes the following:
- Content File
- Select Navbar Menu Items
- Note: You will see other Display Fields not listed here. You can ignore those as they are for the Advanced Template.
- Video on How to Navigate the Basic Template
Understanding the Navbar Display Field
- This field updates the desired sections displayed in the template and navigation menu.
- To update, simply add or remove the sections you wish to use in your template.
- Video on Understanding the Navbar Display Field (Basic Template)
Understand the Content File
- The Content File updates the content in the template.
- It contains 6 sheets relating to their section:
- eventConfiguration
- agendaSection
- speakerSection
- sponsorSection
- venueSection
- faqSection
- IMPORTANT: It is vital to the upload process that you DO NOT rename the sheets or move the rows/columns around in each of the individual sheets.
- Video on the Content File (Basic Template)
eventConfiguration
- This sheet contains general event configurations.
1. Navbar Labels
- This section allows you to change the naming convention of each section on the navigation bar.
- For example, the default label for the Venue Section will be “Venue”, but it can be changed to say “Location”.
- Note: You cannot change the order of the navigation.
2. Banner
- This section allows you to change the Banner Image and the Banner Overlay Title & Description.
3. Branding
- This section allows you to update the Logo and the Colors of the template.
- Logo
- To update, upload your logo to the Assets and copy the file path and paste in the Logo section of the Content File.
- To find Assets, go to Plan > Display > Assets.
- Upload logo file > Right-Click on file > Copy File Path.
- Color 1
- This field changes the secondary color on the form utilized on click-able buttons, Agenda (Unselected Day) and Agenda Time background color, Venue information background color and FAQ (Selected question) background color.
- Color 2
- This field changes the tertiary color on the form utilized as a background color for the Agenda and FAQ section.
- Color 3
- This field changes the primary color on the form utilized as an overlay color on the Banner, Speaker Background Image, and Agenda (Selected Day), in addition to Navigation Bar background color, Sponsor Tier background color and all Header and Sub-Header text.
- Note: All Colors need to be in hex format (i.e., #edeeee).
4. Footer
- This section allows you to update the Footer text.
5. Social Media
- This section allows you to update the Social Media links in the Footer. There are four social media links that can be utilized: Facebook, LinkedIn, Twitter, & Instagram. If you do not wish to have a specified social media link displayed, keep the text box blank.
agendaSection
- This sheet allows you to update the content within the Agenda Section including the Sub-Heading, Heading, and the Agenda.
speakerSection
- This sheet allows you to update the content within the Speaker Section including the Sub-Heading, Heading, Background Image and the Speaker information.
- A speaker listed is not required to have an image or description. You can leave those sections blank if desired.
- Speaker Background Image
- To add or update the background image, upload your images to the Assets and copy the file path(s) and paste in the Image Path column in the speakerSection of the Content File.
- To find Assets, go to Plan > Display > Assets.
- Upload banner image files > Right-Click on file > Copy File Path.
- If no image is selected, then it will be the color selected in the Color 1 display field.
- Speaker Images
- To add or update the speaker images, upload your images to the Assets and copy the file path(s) and paste in the Image Path column in the speakerSection of the Content File.
- To find Assets, go to Plan > Display > Assets.
- Upload banner image files > Right-Click on file > Copy File Path.
sponsorSection
- This sheet allows you to update the content within the Sponsor Section including the Sub-Heading, Heading, Description and the Sponsor information. The file will have a “Link” column. This column is where you can place the Sponsor’s webpage URL link, as desired. Their image will then become clickable and take the user to the URL provided.
- To add or update the sponsor images, upload your images to the Assets and, copy the file path(s) and, paste in the Image Path column in the sponsorSection of the Content File.
- To find Assets, go to Plan > Display > Assets.
- Upload banner image files > Right-Click on file > Copy File Path.
venueSection
- This sheet allows you to update the content within the Venue Section including the Sub-Heading, Heading, and the Venue information. This sheet allows you to display multiple locations as desired.
- Embedding Map with iFrame tag
- If you want to embed a map next to your venue information, you will need to Copy & Paste the iframe code and place in the Content File.
- Example to find iFrame Map code, go to Google Maps > lookup the location > click “Share” > Embed a map > Copy HTML.
faqSection
- This sheet allows you to update the content within the FAQ Section including the Header, Description, and the FAQ information.
- Frequently Asked Questions
- Please see our list of frequently asked questions below. If you do not see your question, please contact us.
- Video on the Content File (Basic Template)
- Video on the Content File (Basic Template)
- eventConfiguration
- This sheet contains general event configurations
1. Navbar Labels
- This section allows you to change the naming convention of each section on the navigation bar. For example, the default label for the Venue Section will be “Venue”, but it can be changed to say “Location”.
- Note: You cannot change the order of the navigation.
2. Banner
- This section allows you to change the Banner Image and the Banner Overlay Title & Description.
3. Branding
- This section allows you to update the Logo and the Colors of the template
- Logo
- To update, upload your logo to the Assets and copy the file path and paste in the Logo section of the Content File.
- To find Assets, go to Plan > Display > Assets.
- Upload logo file > Right-Click on file > Copy File Path.
- Branding
- This image shows how branding appears in the template.
- Color 1
- Color 2
- Color 3
- Note: All Colors need to be in hex format (i.e., #edeeee)
4. Footer
- This section allows you to update the Footer text.
5. Social Media
- This section allows you to update the Social Media links in the Footer. There are four social media links that can be utilized: Facebook, LinkedIn, Twitter, & Instagram. If you do not wish to have a specified social media link displayed, keep the text box blank.
Video on the Content File (Basic Template)
- Banner and branding visuals are demonstrated through screenshots throughout the article.
Video on Navigate Basic Template
- Video on Understanding the Navbar Display Field
- Video on the Content File (Basic Template)
- There are related articles:
- Advanced Template
- Copy Event (Wizard)
- Registrant Details (Attendee Form)
- Form Setup (Attendee/Registration Form)
- Confirmation (Attendee Form)
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