How to create an event

Once you have configured your account, including any account-wide default settings that would make your event creation more efficient, you can proceed to create an event in order to start accepting registrations and payments from your customers.

You can create an event from several areas in your account:

  • On the Dashboard, the Upcoming Events section provides an option to Create Event.
  • On the Dashboard, the primary dropdown navigation menu has an Events option, and selecting this provides you with an option to add a New Event (top right corner).

You are then presented with an easy 5-step event creation process that allows you to configure various aspects of your event, along with other features, as follows:

Step 1 — Main Details

Here you will provide the following information for your event:
  • Event name or title, which is meant to be short and concise
  • Date and time for the start and end of the event
  • Timezone, if different from the one you configured on your account
  • Registration open and close dates, if different from the defaults provided
  • Breakdown of event dates and times, if not consecutive and applicable to your event
  • Contact Info, if different from the one you configured on your account
  • Instructors selected for the event, which you would add and manage in the Instructors section of your account
  • Location for the event, which you can select from what you configured in your account Settings or add a new one instantly
  • Display options, which allow you to hide this event from your public auto-generated event portal site and/or hide it from the calendar view

When you have finished with this step, select Continue Next, which will take you to the next step.

Step 2 — Pricing & Payment

Here you will provide the following information for your event and choose from the following features:

When you have finished with this step, select Continue Next, which will take you to the next step.

Step 3 — Description & Content

Here you will provide some Short Introductory Content, which is meant to serve as an introduction or summary of your event. You will also provide a Full Detailed Description of the event, where you would share any information that would be helpful for your audience, including a full event overview, what the itinerary may be, what to bring, how to dress, how to get there, if there is a refund or cancellation policy, and so on. 
These content areas are both featured on your public event page; they accept Markdown formatting and even allow you to attach or add links to external files and add images or videos to the event page. The full detailed description also accepts basic HTML formatting.

When you have finished with this step, select Continue Next, which will take you to the next step.

Step 4 — Custom Form Fields

Here you have the option of adding Custom Form Fields that you would like your attendees to fill out on the registration form to this event. This is an optional step that is only needed if you would like to customize your registration form beyond what is provided by default.
  • The attendee name and email address are required by default.
  • A phone number, physical address, and a note field are optional. These are built-in fields that you can quickly enable or disable for the entire account by going to your account Settings, then Configurations, and then Form Fields
If you need to have other form fields, besides the above, you can configure these globally for the entire account or for each event specifically. On the event, as part of this step, select Include additional custom form fields on the registration form. Then, choose from the account custom form fields that you configured globally or use a customized list of form fields that you create for the event.

When you have finished with this step, select Continue Next, which will take you to the next step.

Step 5 — Filters & Settings

Here you will provide filters and settings for the event and choose from the following features:

When you have finished with this step, select Save & Exit.

Adding an event cover image

After you finish with the 5-step event setup, you will be presented with the Event Details page. It is here that you can add a cover photo and/or a video overlay. These are not required but recommended to enhance the visual appeal of your event page.
  • To add a cover image, use the Upload option and select the image file from your computer.
  • To add a cover video, use the Video Overlay option and paste the HTML video embed code from YouTube, Vimeo, or a similar service that provides an IFRAME format. If you are using a YouTube video, you can just paste the video's URL address.

Cover Photo & Video Tips

  • A cover photo does not require a video, but a video benefits from also having a cover photo uploaded, which will provide a visual background for the embedded video.
  • If you need to remove or change the cover photo, you can completely Delete it or upload another one to replace it.
  • If you need to remove or change the cover video, select it and clear the embed text field to delete it or replace the code with a new one and save.
  • For best results, the uploaded photo should have dimensions of around 1200 pixels in width and around 600 pixels in height to maintain a nice 2:1 display ratio of a rectangle. Keep the focal point in the center of the image, if it matters, as it will be displayed inside a bounding box on different screen sizes with the top and bottom of the image clipped as needed.

Publishing an event

After completing steps one through five and adding an optional cover image, you can now publish your event anytime you are ready to share it publicly. You can publish it right away or hold off on publishing it until some future time.

Other event actions

After you set up your event, the Event Details page, as well as other areas in your account, present you with an icon toolbar for every event that provides you with quick access to perform additional features related to the event, as follows:

  • View the online published page. You can also preview the event page in draft mode before you publish it.
  • View registration form. You can also preview the registration form in draft mode before you publish the event.
  • Sharing & Embed Codes. This is where you will find the links and embed codes for the event, which you can use to market and promote it on your website, through your social media, and via any other applicable outlet.
  • Memos. This is where you can create memos that will be sent to the registered attendees in this event with any important information related to the event.
  • Report. This is where you can view the detailed stats and financial report for the event.
  • Edit. This is where you can edit the event configuration within any one of the five steps. 
  • Clone. This is where you can clone the event to quickly and easily make more like it using the configurations you set for this one.
  • Export. This is where you can export the attendee data for this event in either PDF or CSV format.
  • Archive. This is how you can archive the event if you don't need to see it in your Events list, which will also make it unpublished.
  • Delete. This is how you can delete the event if you don't want it, and will not need to refer to it in the future.
  • Move. This is how you can move the event if you have other Corsizio accounts within the same user login and need to move events between them.

Aside from this icon toolbar, you can also access most of these features on the left side menu and the actions menu on the Event Details page.

On the Event Details page, you are also provided with the status of common event features to conveniently see at a glance what you enabled or disabled on the event. You can also select any one of these to modify it, which will take you to its corresponding configuration area in the 5-step event creation process.

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