Video: Copying an Event (1.5 min)
Copy Event Wizard copies an existing event to create a new one.
This article explains how to copy an existing event using the Copy Event wizard.
Note that using the Templates option is only for basing your copy on an event that is marked as a template.
The wizard consists of six steps.
Step 1: Areas to Copy
This step is displayed when you start the wizard by clicking Copy Event on the Event List page, or Copy Event on the Dashboard Event Calendar page, or Copy Event on the Templates page.
Copy from – Select the event to copy (preselected if you clicked the copy icon).
Copy to Account – Select the account in which to create the copy. This can be the current account (the default selection), or one of its sub-accounts (if it has any).
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
- 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 is the 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. The Event Code must be unique to the account, so you must change this unless you are copying to a sub-account.
3. Start and End Dates and Times – (Required) The defaults for both are today's date, 12:00 AM. So you should probably edit them both.
4. End Notes
5. Time Zone
6. Event Owner
7. Tags
8. Registration Capacity
Event Venue and Registration Contact
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).
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. It will be added to the suppliers on the account-level Suppliers page, as well as being 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, which will be available for selection in other events, as well as being 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' (e.g., 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.
- Finish to complete creation of the new event (or Back to change details in the previous step).
- 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.
- 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.
Notes
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, which will include 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".