Event Templates

Using an Event Template in Touchpoint can speed up the process when creating a new event.

If you want the same color theming, homescreen layout design, and/or feature settings for multiple events, you can create an event template with these settings.

You can apply that template to each new event instead of manually setting up those settings.

You can create multiple templates to use for different events.

There is no limit to the number of templates your account can hold.

If you want to create a new event template in Touchpoint, send a note HERE.

The team will create your new event template(s).

The team will let you know when the new event template(s) are added to your account.

All of your event templates will be listed on the left side of your account's Organization Homepage under Templates.

You can click on a template to edit it.

What to include in an Event Template

Editing your Event Template is the same as editing an event.

The following content is applied to an event when an Event Template is applied:

• Color Theming settings
• Phone Home Layout (including images)
• iPad Home Layout (including images)
• Feature Menu Button selections (including customized button labels)
• Feature Settings
• Credit Types (on My Credits feature)

> Please note: If you have already made changes to the above content on your event, the above content will be overwritten when you apply a template to the event. Please consider this before applying a template, as this action cannot be undone.

Applying a Template to an Event

1. From your event's dashboard homepage, click the Edit button in the upper right corner of the screen to the right of the event title. 2. Select your template from the Apply Template dropdown menu. 3. Click Save Gathering. 4. You should now see the Phone Home Layout of your chosen Template reflected on the Home Layout preview on your dashboard homepage.

What does not get applied with an Event Template?

The following content will NOT be applied to an event when an Event Template is applied:

• Agenda Sessions
• Attendees
• Speakers
• Showcase Items
• Info Items
• Links
• New Stories
• Surveys
• Live Polls
• To Do Tasks
• Videos
• Activity Feed posts
• Twitter Feeds

The above content is NOT applied to an event when an Event Template is applied because we assume that this content will differ from one event to another.

If you wish to copy any of the above content from a previous event to a new event, export the content using the instructions listed in this article: Exporting Content from a Previous Event to a Future Event.