Event templates help you to save time when creating multiple events or webinars. You can easily create events using the already laid-out structure of the event templates.

This article intends to teach you how to create event templates and how to use them to create your events and webinars.

What can I set in my template?

When creating your template you can set:

Global templates

When starting your event creation experience, InEvent already provides a selection of four Global templates for you to choose from. These templates help speed up the creation of your event, without having to create custom templates.

To learn how to create custom templates, click here.
Global templates

In addition, you can decide to disable the use of the global templates at the company level when creating events. To disable global templates, go to Account > Tools > Block section and tick the Disable global event templates tool.

Disabling the global event templates

How do I create a custom template?

To create a custom template follow these steps:

  1. Go to the company level and click on Templates from the left side menu.
  2. Click on the +New templates at the top left corner of the page.
  3. Type the name of your template, select if it's a webinar template or not, and choose the tag color.
  4. Press Create.
Create a custom template

Can I create a template from an existing event?

Yes, you can create a template from an existing event. To do so, complete the following steps:

  1. Navigate to Events at the company level.
  2. Click Edit on the top right corner of the page.
Create a template from an existing event

  1. Check the box beside the event from which you want to make a template.
  2. Click Create a template. A pop-up box will appear.
  3. Press Create to confirm your selection.
Press Create to confirm your selection

After completing the steps, you will receive this notification message at the very top part of the page:

Notification message at the very top part of the page
You will also receive a toast notification on the platform when your template has been created and is ready for use.

Can I copy a template?

Yes. At the company level, go to the Templates page, click on Copy template and you will see a drop down menu at the Copy source (a list of all the available templates) > choose the Tag color > press Copy.

Copying a template

How do I edit the template structure?

Click on the name of the template you have created. You will be directed to the Event details page (Event > Details). You will see six tabs across the top of the platform: Event, Agenda, People, Marketing, Settings and Wizard.

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

You can use Wizard to create tasks that will guide event organizers when setting up their event. To learn more about this feature, refer to our Wizard article.
Edit the 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 which you have created for events:

  1. Go to the Company level menu and click on Events > +New event.
  2. Type in your new event name, then select the template from the drop-down bar.
  3. Press the blue create button
Screnshot of company level >events

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:

  1. Click on Templates at the company level
  2. Press Edit on the right corner
  3. Select the template you wish to delete
  4. Then press the Remove button in the top right corner.
  5. Confirm at the new window by pressing Remove
Delete a template

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