Copy Event (Wizard)

To copy an existing event, using it as the basis of a new one:

Click the button for an event on the Event List page.
Click the Select Template button below a template on the Templates page.
Any of those actions opens the Copy Event wizard described here.

Note that using the Templates option is only for basing your copy on an event that is marked as a template in Plan > Configure > Options.

The wizard consists of the following 6 steps:

1. Areas to Copy 2. Event Information 3. Event Location Information 4. Event Registration Contact Information 5. Event Attributes and Goals 6. Event Creation Information 7. Copying Event

(Step 1) Areas to Copy

This step is only displayed if you start the wizard by clicking Copy Event or the ( copy event) button on the Event List, or Copy Event on the Dashboard Event Calendar.

Select the event to copy, and the account into which you want to copy it.

If you start the wizard by clicking the Select Template button on the Templates page, the event is pre-selected. The wizard automatically goes straight to the Event Information step. In that case, you can still click Back from Step 2 to go to this step.

Fields

Copy from – Select the event to copy (preselected if you clicked ).
Copy to Account – Select the account in which to create the copy.
Areas to Copy – Select the check boxes for the functional areas to include in the copy:

Attendee Types
Financial
Registration Status
Questions
Confirmation
Communication (Includes Confirmations, Custom Blocks, Display Rules, Email Templates, and Itinerary Settings.)
Agenda Items
Check-In Configuration
Badges
Copy form Post Jobs
Enable Form Post Jobs
Display
Reports
Personal Documents
Groups
Forms
Websites
Integration Jobs (If selected, you may also be prompted for values for any job-specific fields.)
SSO Config
Speakers and Sessions
Copy Campaign IDs into new Trigger Marketo Campaign jobs?

Click Next to move on to the next step.

(Step 2) Event Information

Event Information

Enter these details for the new event.

1. Event Name – (Required) The default is the name of the original event, with {Copy} appended to it, but you can make it whatever you want. 2. Event Code – (Required) The default is the same as the Event Code of the original event. 3. Start and End Dates and Times – (Required) The defaults for both are today's date, 12:00 AM. 4. End Notes 5. Time Zone 6. Event Owner 7. Tags 8. Registration Capacity

Event Venue and Registration Contact

1. Venue/Location – If the location of the new event is not the same as the original, select a location from the drop-down list, or select Create a New Location (in which case you enter its details in the next step). 2. Registration Contact – Select the registration contact from the drop-down list, or select Create a New Contact (in which case you enter their details in step 4).

Click Next (or Back to change details in the previous step).

(Step 3) Event Location Information

This step only appears if you select Create a New Location in the previous step.

Enter the details of the new venue.

The new venue is added to the suppliers on the account-level Suppliers page. The new venue is assigned to the new event (Event Setup > Details > 'Location').

Unique Code – (Required)
Name – (Required)
Street Address – (Required)
Address Line 2 / 3 / 4
City
State/Province
Zip Code
non-US Province
Country
Check here if this venue is a hotel

Click Next (or Back to change details in the previous step).

(Step 4) Event Registration Contact Information

This step only appears if you select Create a New Contact for Registration Contact in the Event Information step.

Enter the details of the new contact.

The new contact is available for selection in other events. The new contact is assigned to the new event ([Event Setup > Details > 'Contact']).

Name – (Required)
Email – (Required)
Organization
Phone
Toll-Free
Fax

Click Next (or Back to change details in the previous step).

(Step 5) Event Attributes and Goals

Primary Event Audience - Who the event is for.

Event Delivery - How the event will be held.

Event Type - The kind of event.

Event Type Description - A short explanation of the event type.

Is this an event series or catalog of events setup as sessions? - refers to a week, month or yearlong event that includes sessions or agenda items that are unique individual 'events' (ex. a multi-webinar series) where registrants may attend one or more instances within the overall event. Another example would be a catalog of classes or merchandise.

Number of Registrants - Goal - Target number of registrants.

Attendance % - Goal - Expected percentage of attendees.

(Step 6) Event Creation Confirmation

The details are displayed for you to review.

Click Finish to complete creation of the new event (or Back to change details in the previous step).

Click OK when asked if you are sure that you want to copy the event (or Cancel to abandon the copying process).

(Step 7) Copying Event

The results of the copy are displayed for your review.

The new event is in the same mode as the existing event from which you copied it.

A link is displayed: Click here to copy another event.

Click Finish to close the wizard and go to the Event Setup > Overview page for the new event.

From there you can continue setting up the new event.

Note re copying to sub-accounts

To copy an event into a sub-account from the main account or a higher sub-account, go to the Event List page of the relevant account higher in the hierarchy of sub-accounts.

This page includes the event to copy.

Note re reports

All custom reports within an event are included when the event is copied, as long as these conditions are met:

The report cannot be a Consolidation or Profile report.
The report must be Active.
The report must be visible only to the event being copied, meaning that in the report's Display Visibility options within Reports, Display must be set to "this event only".