Using Event Templates

Access via:

 > Events > Templates, or

Account Dashboard  > Event Calendar > Create event from template

Event Templates are a quick and seamless way to create new events, with much of the work already done for you.

When a planner creates a new event from a template, that event inherits all of the features of the template, including the event's look and feel, event setup, any forms, logic rules, etc.

Templates are intended to speed development time, and to serve as the starting point for more complicated events.

 Video: Copying an Event Template (2 min)

Event Templates

All of the templates in your account are listed.

You can click one of the icons (at top right) to change the format of the list.

 – Grid view: Show templates in a grid of icons.

 – Tabular view: Show templates in a table. this may be a multi-page list, and may be more convenient than a grid when you have a large number of templates.

Your choice of layout remains in effect each time you return to this page

Editing Templates

Certain offers templates that provide a range of graphic options, enabling planners to get started on building new events quickly and easily.

If you have the permission to do so, you can mark any of your own events as templates, by selecting the Mark ... as a template ... check box in Plan > Configure > Options, and optionally uploading an image to represent it on this Templates page.

Note: An Event Builder may only mark events as templates, or edit template events, if the option to Allow event template access is selected under User Access on their user record.

Best Practice: Avoid marking an event as a template unless it is only to be used as a template. Events marked as templates are not listed on the Event List page.

Create an Event from (Account Name) Templates

Grid View  

Each template in the grid has these three buttons:

• Select Template – Launch the Copy Event wizard, to begin creating an event based on the template.

• Edit  –  Edit the event template itself

Warning! Making changes to a template is the same as making changes to an event. If, contrary to best practice, you are using a template as a real event, then any changes are reflected online immediately.

• Preview - Preview the primary registration form.

Tabular View  

Each template in the table is listed with its Template Name, Code, and Notes (from Plan > Event Setup > Details).

The list of tasks may be a multi-page list.

The Actions column has these icons for each template:

 –  Select Template: Launch the Copy Event wizard, to begin creating an event based on the template.

 – Edit the event template.

Warning! Making changes to a template is the same as making changes to an event. If, contrary to best practice, you are using a template as a real event, then any changes are reflected online immediately.

 – Preview the primary registration form.