Event templates allow you to create basic events that your partners can use and customize when hosting their own live or web events. They can use the basics provided by you while adding and subtracting as it meets their own needs.
From the Program Manager select Tactics and then Events.
What will I find in this article?
Click the New Event button. This loads the content source page.
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.
This page is in many ways the single most important aspect of setting up the event. Normally you would put information about your event on the registration page to help explain and promote the event to your customers. For partner usage, you may want to put a place holder, along the lines of [Event Info Here].
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.
Once customers have registered for your event they are automatically taken to a registration confirmation page. Set up the registration confirmation page using the content editor.
Click Save when done. Access the Confirmation Email tab.
Following registration, you can send the customer a confirmation email. This email ensures the customer that the registration process was successful. You can toggle the confirmation email on and off by clicking Yes or No respectively under the question: Would you like to send an email confirmation to the customer that filled out this form? Enter the subject and content of the email using the content editor.
When finished, click Save. Click the Distribution tab to continue to the next step.
This tab is used to create and distribute emails regarding the event. Invitations are sent to the customers added to the mailing list in the Invited tab. Reminders are sent to those who have registered for the event as shown in the Registered tab. Apart from the difference in mailing list used, the creation process for invitations and reminders is identical:
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.
When the event template is ready you can make it available to partners. From the Event tab, select Yes for Would you like to make this message available for pulling from the managed library? If you have multiple programs on the top-level account, check the program(s) that should have access to the event template. If you have any attributes, select the appropriate attributes for the event template.
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.