How to create an event

Once you have configured your account, including any account-wide default settings that can 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 it provides 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 (the end date must be within 365 days of the start date).
  • Time zone, if different from the one you configured on your account.
  • Event language, if different from the one you configured on your account.
  • Registration open and close dates, if different from the defaults provided.
  • Option to "Hide the display of dates from public view" if you do not want your audience to see any dates on the event.
  • Option to "Hide the "Add to Calendar" function" if you do not want your audience to see or use the add-to-calendar feature.
  • 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, including online virtual locations.
  • Display options that allow you to hide this event from your public auto-generated event portal site, as well as the option to hide it from the calendar view on your event portal site.
  • Option to provide the "Virtual Meeting Link & Info" if your event is online.

When you have finished this step, Continue Next or choose another step of the event creation. If you are leaving the event creation area, click Save & Exit to keep your changes. If you did not make any changes, click on the Cancel button.

Step 2 — Pricing & Payment

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

When you have finished this step, Continue Next or choose another step of the event creation. If you are leaving the event creation area, click Save & Exit to keep your changes. If you did not make any changes, click on the Cancel button.

Step 3 — Description & Content

Here, you will provide an optional Event Description that includes important information for your audience, such as an event overview, an event itinerary, what to bring, how to dress, how to get there, and whether there is a refund or cancellation policy. If you do not wish to provide any such content, then you can leave this area blank, and the public event page will adjust itself accordingly.
This content area is featured on your public event page. The text can be formatted and styled using the simple rich-text  Editor or using basic HTML in Code view. Learn how to attach or add links to external files and add images or videos to the event page if you wish to include them. 

When you have finished this step, Continue Next or choose another step of the event creation. If you are leaving the event creation area, click Save & Exit to keep your changes. If you did not make any changes, click on the Cancel button.

Step 4 — Custom Form Fields

Here, you can add Custom Form Fields for your attendees to complete on the registration form for this event. This optional step is only needed if you would like to configure your registration form beyond the default options.
  • The built-in attendee Full 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 additional form fields beyond the above, you can configure them globally for the entire account or individually for each event. At the event level, during this step, turn on "Include additional custom form fields on the registration form." Then, choose to "Use globally configured account custom form fields" you configured for the account, or "Use a customized list of form fields specific to this event" that you create as part of this step.

When you have finished this step, Continue Next or choose another step of the event creation. If you are leaving the event creation area, click Save & Exit to keep your changes. If you did not make any changes, click on the Cancel button.

TIP — Aim to collect as little information as possible from your attendees on event registration forms. First, it creates shorter, simpler registration forms that are quicker, easier, and more likely to be completed. Second, it respects and protects their personal information from unnecessary exposure.

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 final step, click 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. Here, 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 supports an IFRAME format. If you are using a YouTube video, you can just paste the video's URL (web address).

Please see the help doc about adding images and videos to event pages for more details, to view some cover photo and video tips, and to learn how cover photos are displayed.

Publishing an event

After completing steps one through five and adding an optional cover image, you can publish your event when you are ready to make it publicly accessible. You can publish it right away or hold off until a later time.

Publishing an event makes your event page and registration form publicly accessible to anyone with whom you share the generated public event URL, and it will appear on the auto-generated portal site for your account if the event is current or upcoming. For more information, refer to the help doc on Event discoverability on search engines.

Other event actions

After you set up the event, the Event Details page and other areas of the account display an icon toolbar for each event. This 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 the registration form. You can also preview the direct 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 on your website, on your social media, and other applicable outlets.
  • Memos. This is where you can create memos to be sent to registered attendees in this event with any important information related to the specific event.
  • Report. This is where you can view the event's detailed stats and financial reports.
  • 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 no longer want it and will not need to refer to it in the future. This will permanently delete all of its data, including any registrations that were associated with it, and is not recoverable.
  • Move. This is how you can move the event if you have another Corsizio account 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 the most common event features, so you can 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.

After you create your event, you can edit it anytime, whether it is published or unpublished, as long as it is not an old event that has already passed.

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