An Event Type must be selected during event creation, which determines the features and settings event creators can configure for their event. You can think of Event Types as "templates" that dictate which building blocks are available, with the most important being the registration process.
While several default Event Types (Chapter Meeting, Conference, Webinar) are available, their configuration may not fit your needs. Therefore, Higher Logic's best-practice recommendation is for organizations to create their own Event Types to ensure nomenclature and functionality is tailored to the organization.
EXAMPLE: If your organization hosts weekly webinars where attendees only need to RSVP, as well as multi-day conferences including sessions, registration add-ons, and complex pricing needs, we recommend creating two Event Types to meet the needs of these two types of events.
Ultimately, establishing Event Types is the first step in the event-creation process. These "templates" will allow event creators to more easily create a variety of event types with the exact features and options they need.
Watch the video
NOTE: This video is a comprehensive Event Manager overview. Event Types are discussed starting at 00:06:50.
Access your Event Types
To manage your Event Types:
- In the Admin Toolbar, click Admin.
- Navigate to Events > Types.
Create an Event Type
- Click the Add button above the list to the right.
- Configure your Event Type's settings, each of which is described in the table below.
- Click Save to create the Event Type and make it selectable upon event creation.
|Type Name||Give your Event Type an appropriate name.|
|Description||Describe the purpose of this Event Type, including the types of events it should include and its characteristics (e.g., its registration process, payment options).|
|Allow Multi-day Events?||Controls whether events of this Type can be more than one day.|
|Allow Physical Address?||This controls whether the Physical Address option is available for events of this Type.|
|Allow Online/Phone?||This controls whether the Online and Conference Call options are available for events of this Type.|
|Allow Event Logo?||
Controls whether event creators can upload a unique event logo for events of this Type. If enabled, and a logo is uploaded, it will display in search results, the events list page, and event details page.
NOTE: Logos display as a thumbnail on the events list page and as a 300px maximum image on the event details page.
|Allow Event Visibility Changes?||Controls whether visibility options are available for events of this Type. If enabled, admins can configure the Display in events list? and Display in search results? fields event creation and editing.
|Allow Event Level Presenters?||Controls whether event creators can establish event level presenters for events of this Type. If enabled, the Event Presenters option is available in the event's Actions menu after it's created.
Generally, presenters can only be assigned to specific sessions, but because sessions are only available for events with a registration process set to Full, this limits the ability to highlight presenters to large events. This option enables you to assign a presenter to any type of event.
|Available to Community Administrators?||Controls whether Community Admins can create events of this Type for their community.|
Arguably the most important setting, this determines the event's registration process, which in turn controls whether additional configuration options are available. Processes include:
NOTE: A number of additional options will appear depending on your choice. All possible options are described below, with their associated process indicted.
|Available to Community Members?
|A community can be configured to allow (a) only administrators or (b) administrators and community members to create events for the community.
If community members are allowed to create events, this options controls whether they can create events of this Type.
|Allow users to search and register non-members to an event?
If enabled, Admins and members of the community can register existing users (those with accounts) as guests.
How this is done is different for Full and Simple registration events.
|Allow users to create new accounts via event registration?
If enabled, Admins and members of the community can register those without accounts as guests.
How this is done is different for Full and Simple registration events.
NOTE: The process above is how Admins and members can register public users (those without an account).
|Allow Additional Detail Fields?
|Toggle to Yes so that Admins can control whether the Additional Details functionality is enabled for Full Registration events. Disabling the option results in a more streamlined registration form.|
|Allow Additional Registration Choices?
|Controls whether registration add-ons can be created for events of this Type. Note that add-ons are set up after an event is created: As shown below, the option to manage add-ons is available in the event's Edit menu.
If enabled, you can also control whether any created registration add-ons are visible on the event's Details page.
|Select whether events of this Type accept online payments (credit card), offline payments (check), or both.|
|Allow Multiple Prices Based on Date?
|Controls whether early, regular, and/or late pricing options can be configured for events of this Type. If enabled, decide whether to enable early and late pricing (regular is enabled, by default).|
|Allow Multiple Prices Based on Registrant Type?
Determines the pricing model(s) available for events of this Type:
NOTE: Registrant Classes allow you to map your Security Groups to a registration group or type of attendee (e.g., Member, Speaker, Exhibitor), allowing for the most complex pricing model. See Registrant Classes to learn more.
|Controls whether sessions can be created for events of this Type. Note that sessions are set up after an event is created: As shown below, the option to manage sessions is available in the event's Edit menu.
Depending on the selected Registration Process option, a number of email-message options will appear (e.g., Registration Confirmation, Registration Cancellation, etc.). Each option defaults to the recommended template. You can choose a different template or opt to not send that message.
NOTE: The default templates can be modified on the Admin > Email > Email Management > Email Templates page. There, select Events from the Category menu to list each template. You can also create new Event templates on that page and select them.
WATCH THE VIDEO
NOTE: This video is a comprehensive look at Event Manager. Event templates are discussed starting at 01:04:34.
|Allow overrides at the event level?||Controls whether event creators can override the Share option selected below when creating an event.|
If one of the various email templates is selected from this menu, a Share this Event button will be available on the event's details page (after it's created). Users can click this button to send the email to one or more people.
Select Do not send to hide this button and disable sharing.
Manage your Event Types
The default Event Types are listed on the page, along with any that have been created.
- Each Event Type's name, registration process, and description are displayed for easy reference. To update an Event Type, click its Edit button to the right.
NOTE: Refer to the Event Type Descriptions table above for descriptions of each setting.
- If you want to remove an Event Type, click its dropdown to the right and select Delete.
NOTE: You can only delete an Event Type if no events are associated with it.