Scope
Content can be exported from a previous event or event template to a future event. This export occurs directly within the Touchpoint CMS.
The following areas support exporting content to a future event:
- Agenda Sessions (not including attached location, participant type(s), speaker(s), group term(s), education credit(s), related link(s), or live poll)
- Attendees
- Speakers
- Showcase Items
- Messages
- Surveys
- Maps
- Info Items
- Links
- Videos
- News Stories
- Groups
- Participant Types
Export Content from a Previous Event to a Future Event in the Touchpoint CMS
This section describes how to export content from a previous event to a future event. The steps are as follows:
1. Navigate to the previous event or event template's content page (i.e., Speakers, Attendees, etc.). 2. On the content list, check the box next to the item(s) you would like to export to a future event. 3. Once desired items are selected, click the Export button. 4. Under the "Copy Selected to a Future Event", select the future event. 5. Click OK to Confirm the export. 6. Go to the content page of your future event to confirm the export.
Export to Excel from a Previous Event and Import to a Future Event
This subsection explains how to export content to an Excel file and then import it into a future event. The steps are as follows:
1. Navigate to the previous event or event template's content page (i.e., Speakers, Attendees, etc.). 2. On the content page, click the Export button. 3. Select the option, "All to Excel". 4. Once the spreadsheet is downloaded, save it to your computer, and navigate to the content page of your future event. 5. Click Import > Excel, and complete the import process with the spreadsheet of content from your previous event.
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