From the Program Manager select Tactics and then Events.
What will I find in this article?
Choose the content source for the campaign. Select the appropriate option by clicking the hyperlink. Two options will be displayed:
- Copy previous event: Copies over an exact copy of an existing event.
- New Content: Create new content from scratch. This lets you set up all of the event dates, options, confirmation, emails etc. yourself starting from an empty template.
Setting up an event template is simple. Add the name and a place-holder description - your partners will want to fill this out themselves. Set the registration and event dates for far in the future, these will also need to be set by the partner.
Set None in the Online Meeting Tool drop down. It is not possible for partners to select webinar templates from within the library. If your template is meant to be used for an online event, simply note this in the description or title.
When done, click Save & Continue located at the bottom of the page. This loads the Registration page.
Second, the registration page is where customers go to sign up to participate in the event.
Determine the form fields you want to have in the registration page. StructuredWeb provides you a list of default fields. To add additional fields, click the Add a Field button:
Three options will be displayed:
- Contact Fields: Add a field based on normal contact information such as address, city, state, postal code.
- Profile Fields: Add a profile located within your CustomerCenter CRM to the form. All data entered will then be saved to the contacts record in the CRM.
- Form Fields: Additional customized fields that are not tied to the CustomerCenter CRM.
For example, if you need to add a customized field that is not basic contact information, select the Form Field option and follow the wizard’s steps to create that customized field. Custom field types include dropdown selection, check boxes for multiple selection, number field, and text area.
You can reorder form fields by dragging and dropping. To remove form fields click the X to the left of the field name. Click on a form field to edit it.
To modify the content of the registration page, click in the text area. This loads the content editor. Use the editor to its fullest capabilities and create a framework that partner's can customize further with their own event details.
When finished click Save. Click the Confirmation Page tab to continue to the next step.
Click Save when done. Access the Confirmation Email tab.
When finished, click Save. Click the Distribution tab to continue to the next step.
To create a new invitation or reminder, click the New Email button and select Invitation or Reminder, respectively.
Create the email as you normally would. For a refresher, see the article on Sending an Email Blast.
When finished creating your email, click the Name of the event campaign to return to the Emails tab then select the Registered tab.
Once the programs are chosen content can be further filtered to partners by selecting Yes under Would you like to limit access based on account profile fields:
Select the appropriate profile fields that the tactic should be available for by placing a check next to their name. Click Save when done.