Creating Upcoming Event Categories

Administrators can create new or edit existing Upcoming Event Categories. Event Categories allow the grouping of similar events into organized collections that help users easily browse events by type and intended audience. For example, an employee birthday lunch may be placed under the "Company Events" category while a partner conference may be placed under the "Partner Events" category.

Categories also control important settings that apply to all events within them, including registration form field configuration, social sharing options, and Google Map display settings.

Requirements

To create a new Upcoming Events Category or configure category settings, users must be assigned a role with the following permissions:

• Administrator System Role

To Create an Upcoming Event Category

1. In the Setup Home page, click Create > Upcoming Events.
2. Click New.
3. In the Name field, enter your desired category name. The category name should be unique and clearly describe the type of events it will contain.
4. In the Color field, select a color for your category using the color picker or enter a HEX color value (for example, #671ea6). The selected color will appear as the event color in the calendar view.
   Choose darker colors for best visibility in Calendar View.
5. In the Description field, optionally enter a brief description of the category to clarify its purpose for administrators.
6. Configure the Active status:
   • Check Enabled to make the category available for use and visible to users based on sharing permissions.
   • Uncheck Enabled to keep the category inactive. When deactivated, users will not be able to browse events in this category.
7. In the Language dropdown, select the language for the event category. This determines the language context for events published within this category.
   If your portal supports multiple languages, you must create separate categories for each language to provide translated content to different language audiences.
8. Click Save.

After saving, you will be directed to the Event Category detail page where you can configure additional settings, set up the registration form, and create events.

Configuring Category Settings

After creating a category, you can access additional configuration options through the Settings tab on the Event Category detail page.

To Configure Category Settings

1. In the Setup Home page, click Create > Upcoming Events.
2. Click the category name to open the Event Category detail page.
3. Click the Settings tab.
4. Configure the following settings as needed:
   • Name: Update the category name if needed. Names should be unique.
   • Color: Change the category color using the color picker or HEX value.
   • Description: Update the category description.
   • Active (Enabled): Enable or disable the category.
   • Language: Change the language assignment for the category.
   • Disable Social Sharing: Check this option to remove social sharing buttons from events in this category. When enabled, users will not be able to share event links through social media platforms.
   • Disable Google Map: Check this option to remove the event location map from event detail pages. This is useful for virtual events or when location privacy is preferred.
   • Owner: Assign or change the category owner who maintains primary responsibility for category management.
5. Click Save.

Configuring the Registration Form

Each Event Category has a configurable registration form that determines which fields appear when users register for events within that category. The registration form is configured at the category level and applies to all events using default registration within the category.

To Configure Registration Form Fields

1. In the Setup Home page, click Create > Upcoming Events.
2. Click the category name to open the Event Category detail page.
3. Click the Registration Form tab.
4. The Registration Form Fields configuration displays two panels:
   • Available Fields: Fields that can be added to the registration form (Company Name, Phone).
   • Form Fields: Fields currently included on the registration form.
5. Configure the registration form:
   • To add a field: Drag a field from Available Fields to Form Fields, or use the arrow buttons to move fields between panels.
   • To remove a field: Drag the field from Form Fields back to Available Fields.
   • To reorder fields: Drag fields up or down within the Form Fields panel to change the order in which they appear on the registration form.
6. Click Apply to save the registration form configuration.

Managing Event Categories

The Event Categories list page provides tools for managing your existing categories.

Event Categories List Features

• List View Selector: Use the dropdown at the top of the page to switch between saved list views.
• Search: Use the search bar to filter categories by keyword.
• Alphabet Filter: Click letters A–Z, Other, or All to filter categories by the first letter of their name.

Category List Columns

Category Actions

Each category row includes an Actions dropdown menu with the following options:

• Edit: Open the category settings for modification.
• Delete: Remove the category. This action cannot be undone.
• Share: Configure sharing permissions for the category. See Sharing Upcoming Event Categories for detailed instructions.

Available Languages

The following languages are available for Event Category configuration:

• English
• Français (French)
• German
• Italiano (Italian)
• Português (Portuguese)
• Pусский (Russian)
• Spanish
• 日本語 (Japanese)
• 简体中文 (Simplified Chinese)

Best Practices

Category Organization

• Logical Grouping: Create categories that reflect meaningful event groupings for your organization, such as by event type (Webinars, Conferences, Training), by audience (Partners, Customers, Employees), or by department.
• Balanced Structure: Avoid creating too many categories, which can fragment the user experience, or too few, which can make event discovery difficult.
• Clear Naming: Use descriptive category names that help users understand what types of events they will find without using internal jargon.

Visual Configuration

• Distinct Colors: Choose visually distinct colors for different categories to maximize differentiation in calendar views.
• Darker Shades: Select darker color shades for better visibility and readability against calendar backgrounds.

Registration Form Design

• Minimal Fields: Include only the fields necessary for your event management needs. Shorter forms improve registration completion rates.
• Logical Order: Arrange fields in a logical order that matches user expectations (typically personal information before company information).

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