Event Templates

An Event Template is a predefined collection of settings that can be applied to events.

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

The template can standardize color theming, home screen layout, and feature settings across multiple events.

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

If you would like to create a new event template, send us a note.

Our team will create the new event template and notify you when it is added.

All of your event templates appear on the left side of the Organization Homepage under Templates.

Clicking a template lets you edit it.

What to include in an Event Template

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

The following content will be 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, it 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 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. Select your template from the Apply Template dropdown menu. Click Save Gathering. 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. However, if you wish to copy any of the above content from a previous event to a new event, you can easily do so by exporting the content using the instructions listed in this article: Exporting Content from a Previous Event to a Future Event.

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Login Options
Event Info, Event Icon, and Event Settings
Exporting Content from a Previous Event to a Future Event
Personal Itineraries Bulk Upload
Phone Homescreen Layout

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