New Event Wizard

Modules>Events > Overview > New Event Wizard

The New Event Wizard is a wizard that assists you in creating new Events.

There are several ways to add a new event, you can Create Event, Copy Event, Create Free Event, use the Copy Event Wizard, or use the New Event Wizard. This help topic covers using the New Event Wizard.

Using the New Event Wizard

The New Event Wizard walks you through several pages that help you fill out a complete Event.

Step 1

Step one of the New Event Wizard includes pages for you to enter General Information and Date and Time

General Information

The General Information Section includes an Event Information Section and an Event Description Section.

The Event Information Section

New Event Wizard Event Information section

1. Enter your Event information in the fields using the descriptions in the table below.

   Field	Required?	Definition
   event code	Required	Enter up to ten characters.
   event category	Optional	An event category is another way of classifying an event, usually in a more specific or detailed manner than the event type. An example of an event category might be a site tour, panel discussion, wine and dine, or awards dinner.
   event title	Required	The name of the event.
   event type	Required	The type of program, occasion, or event activity. The Event Type is used for tracking purposes. An example of an event type might be a seminar, workshop, lecture, or silent auction.
   has abstract?	Optional	Click the checkbox if the event has an abstract associated with it.
   abstract deadline	Optional	Click the calendar icon to select a date, or enter the date in the mm/dd/yyyy format
   capacity	Optional	Enter a number. Max five digits.
   event url	Optional	Enter a web address for this event.
   registration goal	Optional	Enter a number. Max five digits.
   revenue goal	Optional	Enter the revenue goal for this event. Max five digits.
   free event?	Optional	Click the check box if this is a free event.
   projected attend	Optional	Enter the number of registrants you estimate for this event. Max five digits.
   guaranteed attendance	Optional	Enter the number of registrants you guarantee for this event. Max five digits.
   max guests allowed	Optional	Enter a number. Max two digits.
   free guest?	Optional	Click the check box if the event allows a free guest.
   Waiver Required?	Optional	Click this check box to make the event a waiver required. Clicking this check box will populate the Waiver Text box. Using this text box, you can add waiver-related text to it. With this waiver required setup, if a customer attempts to register for the event, they will be required to agree with the waiver text to complete the event registration.

2. Go to the Event Description Section

Event Description Section

1. Enter your Event descriptions in the fields using the descriptions in the table below.

Field	Required?	Description
short description	Required	Whatever you compose in this field is used for display and for non-html email
long description	Required	Whatever you compose in this field is used for display on your web site and for html email.
Control to Insert	Optional	This drop-down box contains database elements that you can insert into the text. These elements will update when you change them in NetForum
show HTML	Optional	This check box helps you compose your description. Click it if you would like to see the HTML code as you write.
Borders	Optional
Preserve absolute path for links (for emails in html format)	Optional

2. Click the Save for Later button if you are not finished and you want to return to creating the Event later. Click Cancel to close the wizard without saving your changes. Click Next to go to the next step in the wizard.

Date and Time

Event Date & Times

1. Enter your Event dates and times in the fields using the descriptions in the table below.

Field	Required?	Description
start date	Optional	Click the calendar icon to select a date, or enter the date in the mm/dd/yyyy format
end date	Optional	Click the calendar icon to select a date, or enter the date in the mm/dd/yyyy format
start time	Optional	Enter time in the H:MM AM/PM format.
end time	Optional	Enter time in the H:MM AM/PM format.
time zone	Optional	Select the time zone for the event from the drop-down menu.

2. Move on to Registration Cut-Off Dates.

Registration Cut-Off Dates

1. Enter your Event registration cut-off dates in the fields using the descriptions in the table below.

   Field	Required?	Description
   pre reg	Optional	Click the calendar icon to select a date, or enter the date in the mm/dd/yyyy format.
   early	Optional	Click the calendar icon to select a date, or enter the date in the mm/dd/yyyy format.
   standard	Optional	Click the calendar icon to select a date, or enter the date in the mm/dd/yyyy format.
   late	Optional	Click the calendar icon to select a date, or enter the date in the mm/dd/yyyy format.

2. Move on to Registration Preferences.

Registration Preferences

1. Enter your Event registration preferences in the fields using the descriptions in the table below.

   Field	Required?	Description
   registration required?	Optional	Click this check box to require Main event registration to participate.
   allow wait list	Optional	Click this check box to automatically create a waiting list once an event reaches capacity.
   automatically register from wait list - space permitting	Optional	Click this check box to automatically remove the first person on the wait list and add them to the list of event registrants once space becomes available.

2. Move on to Online Information.

Online Information

1. Enter your Event online information in the fields using the descriptions in the table below.

   Field	Required?	Description
   post to web	Optional	Enter the date that NetForum should post the event to your website.
   remove from web	Optional	Enter the date that NetForum should remove the posted event from your website.
   reg confirmation template	Optional	Choose the template NetForum uses to notify registrants of their confirmation.
   cancellation template	Optional	Choose the template NetForum uses to notify registrants that their registration is canceled.

2. Click the Save for Later button if you are not finished and you want to return to creating the Event later. Click Cancel to close the wizard without saving your changes. Click Next to go to the next step in the wizard.

Step 2

Step two of the New Event Wizard includes pages for you to enter Location and Location Room.

Location Information

New Event Wizard Location Information section

1. Enter your Event location information in the fields using the descriptions in the table below.

   Field	Required?	Description
   location	Required	Select the venue where the event will occur.
   location name	Optional	Enter the name of the location.
   primary?	Optional	Select this check box if the location you entered is the primary location.

2. Click Cancel to close the wizard without saving your changes. Click Next to go to the next step in the wizard. Click Skip to go to the next step in the wizard without setting a location.

Fees

The wizard automatically creates one registration fee, and links it to the default business unit. If your event is not under that business unit, then delete the fee that was added automatically, and then create any fees that you need and link them to the desired business unit.