In this article, you'll learn how to create a Simple Registration Event event. Use this event type for smaller events where registration is desired but sessions and registration add-ons aren't needed. Generally, simple member/non-member pricing is used for this type of registration, but more complex pricing can be set up, if needed.
Step 1 - Set up Event Type
Before actually creating the event, you need to make sure an Event Type exists with:
- The event features you want (e.g., are people going to attend online, via phone, or at a physical location?)
- A registration process set to Simple.
To do so, refer to the Event Types article and follow its guidance to create or update an Event Type.
NOTE: Event Types can only be created by Super Admins. If you don't have the proper access, please contact your Super Admin staff and request their help completing this step.
Step 2 - Set up Registrant Classes
There are three pricing models you can apply to an event: Simple (one price for everyone), Member/Non-Member (different price for members and non-members), and Registrant Classes (the most complex pricing model).
- If you plan to use Simple or Member/Non-Member pricing for your event, skip to Step 3;
- If you want to create Registrant Classes to set several price points based on a user's Security Group, refer to the Registrant Classes article and follow its guidance to create the classes applicable for your event.
NOTE: Registrant Classes can only be created by Super Admins. If you don't have the proper access, please contact your Super Admin staff and request their help completing this step.
Step 3 - Establish a payment provider
- If payment isn't required for your event, skip to Step 4;
- If registration for your event does requires payment, you need to establish a third-party payment provider to registration payments. Refer to the Establish a Payment Provider article and follow its guidance to establish a payment provider for your event.
NOTE: A payment provider can only be established by Super Admins, for both site and community events. If you don't have the proper access, please contact your Super Admin staff and request their help completing this step.
Step 4 - Create the event
With an appropriate Event Type verified or created, you're ready to create the event. The main thing to consider here is whether you're creating the event at the site or community level. If you're a Super Admin, you can use create both; if you're a Community Admin, you can only create an event for your community.
Complete the applicable sub-step below:
Sub-step 1A - Site-level Event
NOTE: Only Super Admins can create site-level events.
If creating an event not associated to a specific community (and therefore, not exclusive to its members):
- Navigate to either the Upcoming Events or Manage Events page (accessible from the Events menu on your site's navigation menu, by default).
- Click Add Event.
Sub-step 1B - Community-specific Event
NOTE: This is the process Community Admins must follow.
If creating an event for a specific community (and therefore, exclusive to its members):
- Navigate to your community's home page.
- Click Settings > Manage Events.
Step 2 - Complete the Add Event form
Configure the event, as desired. Each available field is described in the table below. Click Save when you're finished to create the event.
|Title||Give your event an appropriate title.|
|Event Type||Select the Simple Registration Event Type you want to use.|
If you want to make this event available only to a specific community's members, select it here. Otherwise, it will be a public event available to everyone.
NOTE: When creating an event from a community, that community is pre-selected here.
|Display in events list?||
Decide how/if you want to display this event on the Upcoming Events page. You have three options:
|Display in search results?||
Decide how/if you want this event to be searchable. You have three options:
|Description||Provide all relevant information about your event attendees will need to know. This description appears on the event's Details page.|
|Optional link for an external website with more details about this event||If there's an external website containing information about this event you want to link to, enter its URL here.|
|Event Image||If there's an image or official logo you want to display for the event, click Upload Image and browse for it. This image is used as a thumbnail on the Upcoming Events page and a 300px image on the event's Details page.|
|Maximum number of registrants?||By default, event registration is unlimited, but if you have a need to limit it (e.g., venue capacity, etc.), you can set the maximum number of registrations here.|
|Number of event credits?||If applicable, enter the number of credits attendees will earn by attending this event.|
|Date & Time|
Select the event's date and start and end times.
NOTE: Depending on the Event Type's configuration, you may be able to select a date range (i.e., multi-day event).
|Timezone||Select the event's timezone.|
|Allow Repeating Events||Toggle Yes to allow repeating events for this Event Type. This feature is ideal for events your organization hosts on a daily, weekly or monthly basis, like meetings, meetups, webinars, etc, reducing the number of events you need to create to account for these reoccurring items.
When creating or editing an event, you'll be able to toggle the associated Repeating Event? option to configure when and how the event repeats.
TIP: See Repeating Events to learn more.
|How will people attend this event?||
The options available here are determined by the Event Type. Three choices are possible (you can select more than one, if applicable for your event):
|Country||Select the country where the event is taking place.|
Provide the event's point of contact information, if applicable.
NOTE: If you're the point of contact, you can click Insert My Contact Information to have the system pull this information from your profile (as long as you've filled it out).
The Event Type's configuration controls the options available here; if enabled, you'll be able to set different rates based on when someone registers: Early, Regular, and Late.
From the menu, select the desired options and specify their dates.
As above, the Event Type's configuration controls the pricing models you'll be able to select here. Options include:
|Currency Option||Select the currency for this event.|
If your selected Event Type is configured to allow email overrides at the event level, a number of emails are listed here (e.g., Registration Confirmation, Registration Cancellation, etc.). Each email has a menu where you can control whether it's sent, and if so, which template to use.
If you're a Super Admin, you can view the Event Type (Admin > Events > Types page) to see which event templates are being used.
NOTE: The default templates can be modified on the Admin > Email > Email Management > Email Templates page. From there, select Events from the Category menu to list each template. You can also create new Event templates on this page and then select them here while editing the event.
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NOTE: This video is a comprehensive Event Manager overview. Event templates are discussed starting at 01:04:34.