Basic Template

This documentation explains 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 Additional Event Information later to provide a cleaner view.
• Click “Next.”
• Click “Finish.”
• Once the event has been created, the new event should open with the Basic Template inside.

Video on How to Create the Basic Template

Video content is available in the original documentation.

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. The following sections are included:
• Content File
• Select Navbar Menu Items

Note: Other Display Fields exist but are for the Advanced Template and can be ignored for the Basic Template.

Video on How to Navigate the Basic Template

Video content is available in the original documentation.

Understanding the Navbar Display Field

The Navbar Display Field updates the desired sections shown in the template and the navigation menu.

• To update the Navbar Display Field, add or remove sections as desired in the template.

Video on Understanding the Navbar Display Field (Basic Template)

Video content is available in the original documentation.

Understand the Content File

The Content File updates the content in the template.

• The Content File contains six sheets relating to their sections:
• eventConfiguration
• agendaSection
• speakerSection
• sponsorSection
• venueSection
• faqSection

Important: Do not rename the sheets or move rows or columns within any sheet.

Video on the Content File (Basic Template)

Video content is available in the original documentation.

eventConfiguration

This sheet contains general event configurations.

• Navbar Labels: This section allows changing the naming convention of each section on the navigation bar. The default label for the Venue Section is “Venue,” but it can be changed to “Location.”

Note: The order of navigation cannot be changed.

• Banner: This section allows changing the Banner Image and the Banner Overlay Title & Description.
• Branding: This section allows updating the Logo and the Colors of the template.
• Logo: To update, upload the logo to the Assets and copy the file path. Paste in the Logo section of the Content File.
• Color 1: This field changes the secondary color on the form. It affects clickable 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. It affects the Agenda and FAQ section backgrounds.
• Color 3: This field changes the primary color on the form. It affects the overlay color on the Banner, the Speaker Background Image, and the Agenda (Selected Day), as well as the Navigation Bar background color, Sponsor Tier background color, and all Header and Sub-Header text.
• Note: All Colors must be in hex format (for example, #edeeee).
• Footer: This section allows updating the Footer text.
• Social Media: This section allows updating Social Media links in the Footer. There can be four links: Facebook, LinkedIn, Twitter, and Instagram. If a link should not be displayed, leave the text box blank.

agendaSection

This sheet updates the content within the Agenda Section, including the Sub-Heading, Heading, and the Agenda.

speakerSection

This sheet updates the content within the Speaker Section, including the Sub-Heading, Heading, Background Image, and the Speaker information. A speaker entry is not required to have an image or description; those fields can be left blank if desired.

• Speaker Background Image: Upload the image to the Assets and copy the file path to the Image Path column in the speakerSection.
• Speaker Images: Upload speaker images to the Assets and copy the file path to the Image Path column in the speakerSection.

sponsorSection

This sheet updates the content within the Sponsor Section, including the Sub-Heading, Heading, Description, and Sponsor information. The sheet includes a Link column for the sponsor’s webpage URL. The sponsor image becomes clickable and links to the provided URL.

• To add or update sponsor images, upload images to the Assets and paste file paths in the Image Path column in the sponsorSection.
• To locate assets, go to Plan > Display > Assets.
• Upload banner image files by right-clicking the file and selecting Copy File Path.

venueSection

This sheet updates the content within the Venue Section, including the Sub-Heading, Heading, and Venue information. The section supports displaying multiple locations.

• Embedding Map with iFrame tag: To embed a map next to venue information, copy and paste the iframe code into the Content File.
• For iFrame map code, go to Google Maps, locate the location, click “Share,” choose “Embed a map,” and copy HTML.

faqSection

This sheet updates the content within the FAQ Section, including the Header, Description, and the FAQ information.

Video and screenshots illustrate updating steps for each section.

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Related articles

• Advanced Template
• Copy Event (Wizard)
• Registrant Details (Attendee Form)
• Form Setup (Attendee/Registration Form)
• Confirmation (Attendee Form)

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