Templates

Creating event templates are a great way to save time when creating the same multiple events.

Here you can set your overall layout for your event and then use the template to duplicate certain events of the same structure.

What can I set in my template?

When creating your template you can set:

How do I create a template?

Click on the logo at the top left corner, to go back to Company Level

On the left side menu, under the Events category, press Templates

Screenshot of company level>event>template

Next click on New template towards the top left of the page.

Screenshot of company level>template>new template

Type the name of your template and choose the tag color.

Screenshot of Company level>new template

Now your template has been created.

How do I edit the template structure?

Click on the name of the Template you have created.

Screenshot of Company level>Template>New Template

You will be directed to the Event details page (Event > Details). You should see four tabs across the top of the platform:

They are Event, Agenda Marketing and Settings.

Inside these four tabs are the features that you can customize and set as your template structure.

The template will save the changes automatically, there is no save template button.

How do I use a template for Events?

To use a template in which you have created, for events, go to the Company settings menu and click on Events in the left side menu.

Screnshot of company level >events

Click New Event

Screenshot of company level>new event button

Type in your new event name, then select the template from the drop down bar.

Screenshot company level>event> template

Press the blue create button

Screenshot of company level >event>new event

Now your new event will contain the same structure and settings from your template.

How do I delete a template?

To delete a template in which you have created, Go to the company settings and click Templates in the left side menu.

Screenshot of company level>template

Press the Edit button in the top right corner.

Screenshot of company level>edit button

Choose the template you would like to delete by ticking the check box of the template. Then press the Remove button in the top right corner.

Screenshot of Company level>template>edit>select template>remove button

Confirm your wish to remove the template

Screenshot of steps  company level>template>edit>select template>remove


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