Creating an event

You create an event using the Event wizard, which guides you through the tasks of creating a name and summary, selecting an image to associate with the event, selecting the content, determining participants, and defining the different phases in your event in which e‑mails are sent to participants.

Events are built around content, such as a course or curriculum, a meeting, or a seminar. This means that the content must already exist in the appropriate library before you create the event; you cannot create the content when you create the event. You can use any single file stored in your Content, Meetings, Training, or Seminar library.

1. Start the Event wizard

You start the Event wizard by Clicking the Event Management tab in Connect Central, navigating to the folder that will contain the event, and clicking New Event.

To quickly copy settings from an existing event, select it, and click Duplicate Event. Then enter a unique name and any other custom settings.

2. Enter event information

On the first page of the Event wizard you enter background details about the event, such as a name and detailed information. (The event name, a time zone, and language are required; all other fields are optional.) You can edit this information after the event is created.

Note: If you change the event start date to a date in the future, participants and presenters can still enter the meeting room at any time.

3. Select content

Content for an event must exist before you create an event. After you select a type of content, you cannot change the content type. You can, however, substitute different content of the same type. For example, if you create an event based on a seminar, you can later substitute a different seminar for the one you originally used when creating the event.

4. Create registration

You determine the questions that participants must answer on the registration form. The information creates a guest profile for tracking the participant. There are four required questions, which are preselected on the Create Registration form: E‑mail address, Password, Retype password, and Name. You can select any of the other questions. For events that include guests outside your organization (for example, people who find your event listing on your organization’s public website), it’s a good idea to get the company name and URL for screening purposes. For example, if the applicant works for a competitor, consider denying access. Select the Enable Campaign Tracking option to report on registrations by campaign source.

5. Customize registration

You have a great deal of flexibility in designing a registration page for an event, including custom multiple-choice, short-answer, and yes/no questions. You can also change the order of questions and delete questions at any time.

6. Select event participants

For an event limited to registered guests and accepted users, you can select users and groups to be participants or presenters in your event. These users will be able to log in to the event directly. Uninvited users who have the URL to the event meeting room can attempt to log in as guests. In this case, as a host, you can grant admission to guests on an individual basis.

7. E‑mail options

The final step in the Event wizard is to send participants e‑mail invitations containing the date, time, duration, and URL of the event. You can send invitations as you create the event, or you can create and send the invitations at a later time.

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