Overview
Event Templates are a quick and seamless way to create new events.
Event Templates have much of the work already done for you.
When a planner creates a new event from a template, the new event inherits all of the features of the template.
The features include the event's look and feel.
The features include event setup.
The features include forms.
The features include logic rules.
Templates are intended to speed development time.
Templates serve as the starting point for more complicated events.
Video: Copying an Event Template (2 min)
Listings and views
All of the templates in your account are listed.
You can click one of the icons (at top right) to change the format of the list.
- Grid view: Show templates in a grid of icons.
- Tabular view: Show templates in a table. Tabular view may be a multi-page list, and may be more convenient than a grid when there are a large number of templates. Your layout choice remains in effect each time you return to this page.
Editing Templates
Certain templates offer a range of graphic options. This enables planners to get started on building new events quickly and easily.
If you have permission to do so, you can mark any of your own events as templates by selecting the Mark ... as a template ... checkbox in Plan > Configure > Options, and optionally uploading an image to represent it on this Templates page.
Note: An Event Builder may only mark events as templates or edit template events if the option to Allow event template access is selected under User Access on their user record.
Best Practice: Avoid marking an event as a template unless the event is used only as a template. Events marked as templates are not listed on the Event List page.
Create an Event from (Account Name) Templates
Grid View
Each template in the grid has these three buttons:
- Select Template: Launch the Copy Event wizard to begin creating an event based on the template.
- Edit: Edit the event template itself.
- Preview: Preview the primary registration form.
Warning: Making changes to a template is the same as making changes to an event. If, contrary to best practice, you are using a template as a real event, then any changes are reflected online immediately.
Tabular View
Each template in the table is listed with its Template Name, Code, and Notes (from Plan > Event Setup > Details). The list of tasks may be a multi-page list. The Actions column has these icons for each template:
- Select Template: Launch the Copy Event wizard to begin creating an event based on the template.
- Edit: Edit the event template.
- Preview: Preview the primary registration form.
Warning: Making changes to a template is the same as making changes to an event. If, contrary to best practice, you are using a template as a real event, then any changes are reflected online immediately.
Related articles
- Event List (from Login)
- Copy Event (Wizard)
- Event Details (or "Add Event")
- Extracting all attendees' information
- Event Options