Creating Upcoming Events
Administrators and managers can create upcoming events with a rich text editor. An event can be shared with all employees across your organization as well as with your customs and partners. Users can view the event details and if enabled, register for the event. A registration list with event attendee information will be generated.
Requirements
To create upcoming events, users must be assigned one of the following permissions:
- Administrator System Role
- Upcoming Event Category: Manager Access
To create an Upcoming Event:
- In the Setup Home page, click Create > Upcoming Events and then click the Upcoming Events Category for which you want to create an event.
- Click New Event.
- In the Name field, enter a name for your event.
- In the Summary field, enter a summary for your event.
- Configure the Start, End, and Timezone fields for your event.
- Click Create.
- In the Editor, enter content for the event. You can use the formatting bar at the top to style your content as needed. Images can be resized directly in the editor. Click and drag a corner of the image to resize. Double click on the image in the editor to change these settings. You can give assets CSS styling, make them hyperlinks and decide if the link opens a new window or opens on the current one. You can also see and edit the source code.
- In the Events Settings sidebar, you can configure the following settings for this event:
- Start Time: Select the start date and time for your event
- End Time: Select the end date and time for your event.
- Event Timezone: Select the timezone for your event start and ended times.
- Display Event Location Time: Check the box if you want to display the event's local time.
- Location: You may show your event on a map to show attendees the event's location.
- On the sidebar, click Location Settings.
- Use the Location Search bar to search for a location, postal code, address or intersection.
- Click the Update button to refresh the latitude and longitude information.
- Click Save.
- Click the Settings Tab and configure the following settings:
- Summary: Enter a short summary of your event to be displayed as a preview before viewing the event. Maximum 380 characters.
- Event Images: You may choose to display an image with your event as banner images. You may choose to display an image with your event as the banner image. You can crop the images to be shown as a thumbnail image in the upcoming events list.
To reposition the banner images, under the dropdown menu, click Reposition Cover. Adjust the selection box size and drag-and-drop the image. Then click Save.
- Click the Registration Tab and configure the following settings:
- Select the registration mode:
- To restrict registration time: In the Registration Start Time and Registration End Timefields, select a date and time.
- To track capacity and close registration upon confirmed attendees reaching the total capacity:
- Check the Track Capacity checkbox.
- In the Total Capacity field, enter the number of total capacity.
Note*: The custom registration process does not track capacity if attendee records are not created in Magentrix.
- Before publishing your event, you may click Preview in the Content pane to view your event before it is public.
- To save your event as a draft, click Save.
- To publish your event, click Publish.
Note*: An event can only be published if the summary, details, and event images are configured.
- To revert a published event back to draft, click Revert to Draft.
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