Copy Event (Wizard)

To copy an existing event, using it as the basis of a new one:

• Click the  button in the Actions column for an event on the Event List page, or

• Click the Select Template button below a template on the Templates page, or

Any of those actions opens the Copy Event wizard described here.

 Video: Copying an Event (1.5 min)

Note that using the Templates option is only for basing your copy on an event that is marked as a template (in Plan > Configure > Options).

The wizard consists of the following 6 steps:

1. Information to Copy

2. Event Information

3. Event Location Information

4. Event Registration Contact Information

5. Event Creation Confirmation

6. Copying Event

(Step 1) Information to Copy

This step is only displayed if you start the wizard by clicking Copy Event or the  (copy event) button on the Event List, or Copy Event  on the Dashboard Event Calendar.

Select the event to copy, and the account into which you want to copy it.

(If you start the wizard by clicking the Select Template button on the Templates page, then the event is pre-selected, so you automatically go straight to the Event Information step described next. But in that case you can still click Back from Step 2 to go to this step.)

• Copy from – Select the event to copy (preselected if you clicked )

• Copy to Account – Select the account in which to create the copy. This can be the current account (the default selection), or one of its sub-accounts (if it has any).

• Areas to Copy – Select the check boxes for the functional areas to include in the copy:

• • Attendee Types

  • Financial

  • Registration Status

  • Questions

  • Confirmation

  • Communication
    (Includes Confirmations, Custom Blocks, Display Rules, Email Templates, and Itinerary Settings.)

  • Agenda Items

  • Check-In Configuration

  • Badges

  • Copy form Post Jobs

  • Enable Form Post Jobs

  • Display

  • Reports

  • Personal Documents

  • Groups

  • Forms

  • Websites

  • Integration Jobs
    (If selected, you may also be prompted for values for any job-specific fields.)

  • SSO Config

  • Speakers and Sessions

  • Copy Campaign IDs into new Trigger Marketo Campaign jobs?

Click Next to move on to the next step.

(Step 2) Event Information

Event Information

Enter these details for the new event

1. Event Name – (Required) The default is the name of the original event,with {Copy}" appended to it, but you can make it whatever you want.

2. Event Code – (Required) The default is the same as the Event Code of the original event. The Event Code must be unique to the account, so you must change this unless you are copying to a sub-account.

3. Start and End Dates and Times – (Required) The defaults for both are today's date, 12:00 AM. So you should probably edit them both.

4. End Notes

5. Time Zone

6. Event Owner

7. Tags

8. Registration Capacity

Event Venue and Registration Contact

1. Venue/Location – If the location of the new event is not the same as the original, select a location from the drop-down list, or select Create a New Location (in which case you enter its details in the next step).

2. Registration Contact – Select the registration contact from the drop-down list, or select Create a New Contact (in which case you enter their details in step 4).

Click Next (or Back to change details in the previous step)

(Step 3) Event Location Information

This step only appears if you select Create a New Location in the previous step.

Enter the details of the new venue. It will be added to the suppliers on the account-level Suppliers page, as well as being assigned to the new event (Event Setup > Details > 'Location').

• Unique Code – (Required)

• Name – (Required)

• Street Address – (Required)

• Address Line 2 / 3 / 4

• City

• State/Province

• Zip Code

• non-US Province

• Country

• Check here if this venue is a hotel

Click Next (or Back to change details in the previous step)

(Step 4) Event Registration Contact Information

This step only appears if you select Create a New Contact for Registration Contact in the Event Information step.

Enter the details of the new contact, which will be available for selection in other events, as well as being assigned to the new event (Event Setup > Details > 'Contact').

• Name – (Required)

• Email – (Required)

• Organization

• Phone

• Toll-Free

• Fax

Click Next (or Back to change details in the previous step)

(Step 5) Event Creation Confirmation

The details are displayed for you to review

Click Finish to complete creation of the new event (or Back to change details in the previous step).

Click OK when asked  if you are sure that you want to copy the event (or Cancel to abandon the copying process).

(Step 6) Copying Event

The results of the copy are displayed for your review.

The new event is in the same mode as the existing event from which you copied it.

A link is displayed: Click here to copy another event.

Click Finish to close the wizard and go to the Event Setup > Overview page for the new event. From there you can continue setting up the new event.

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Note re copying to sub-accounts

To copy an event into a sub-account from the main account or a higher sub-account, go to the Event List page of the relevant account higher in the hierarchy of sub-accounts, which will include the event to copy.

Note re reports

All custom reports within an event are included when the event is copied, as long as these conditions are met:

• The report cannot be a Consolidation or Profile report.

• The report must be Active.

• The report must be visible only to the event being copied, meaning that in the report's Display Visibility options within Reports, Display must be set to "this event only".