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How do I clone my Event content?
How do I clone my Event content?

Copy Event content to save time

Emily van der Harten avatar
Written by Emily van der Harten
Updated this week

Your event is over, and your attendees loved it! If you want to recreate the same great Webex Events experiences attendees loved without starting over, it's easy to clone your whole Event or only import certain content to a new Event. 😌

This article provides step-by-step guidance for cloning an Event or copying a few Event App features and Lead Retrieval exhibitors to a new Event.

Should I clone an old Event or create a new Event?

Before you start cloning, decide which option suits your needs best.

  • Cloning your Event copies all active products in the Event over to the new Event. This is a great option if you want to use most or all of the same Webex Events products and content from the Event you're cloning. Even if you only want to copy over some content or only use certain products for your new Event, it's simpler to clone the Event, leave the products you won't use unpublished, and delete content you don't need.

  • Importing content to a new Event is a better option if your Event App's basic structure and feature set is mostly different.

What content gets cloned from my old Event?

As noted earlier, cloning an Event copies all your active products over to the new Event. Here's what's included with each product:

  • Event App - Cloning copies basic information, color selections, custom graphics, and features along with their items. Some feature item details, such as a live stream provider selection, don't copy over to the cloned Event, however. If you have a different speaker or sponsor lineup for the new event, it's easy to delete items and add new ones! Refer to our feature guides for instructions.

  • Registration - Cloning copies basic information, color selections, custom graphics, and tickets, including connected Stripe account information. Cloning also copies all checkout forms and questions. However, you must publish Registration to access the cloned forms and questions.

  • Onsite - Cloning copies basic information, color selections, badge designs, and Onsite App settings.

  • Lead Retrieval - Cloning copies purchase form information.

  • Live Display - Cloning copies color selection, feature configurations, and gallery images.

💡 Keep in mind, cloning an Event doesn't copy any attendee data or content added by attendees, such as wall posts and chats.

Clone an Event

1. Click the Clone button

On the My Events page, click the three-dot () icon on the Event you'd like to clone, then click Clone.

The steps just described.

2. Enter basic Event details

In the Clone Event modal, enter the new Event Name, select the Team whose credits you'll use for this Event, and enter a Event Starting Date/Time and Event Ending Date/Time, then click Clone Event.

The Clone Event modal.

A notification appears letting you know the clone is in progress. Once it's done, a new notification appears to let you know the cloning process is finished. Click the Click here to view link to open your cloned Event.

💡 Keep in mind, cloning an Event can take a few minutes to complete.

The "Clone in progress" and "Clone Complete" notifications.

3. Review and edit the cloned Event content

You're ready to edit your cloned Event. ✍️ Review the product content in your Event carefully and update or remove any content that doesn't apply to the cloned Event.

⚠️ Caution! Update the Event Location (if needed) before you change any Session dates/times.

Let's use the Speakers feature in the Event App as an example. To quickly delete Speakers who won't be presenting in this year's event:

  1. Click the Features tab, then click the Speakers feature.

  2. Check the boxes next to specific speakers you want to delete, or check the Name checkbox to select all speakers.

  3. Click the three-dot () icon.

  4. Select Delete from the drop-down.

  5. Click Yes to confirm that you'd like to delete the selected items.

    The "Clone in progress" and "Clone Complete" notifications.

Import content to a new Event

If you only want to copy exhibitors over to Lead Retrieval in your new Event, or content from only a few features, you can export that content from the old Event and import it to the new one.

Follow these steps to export feature content from your old Event App and import it to your new Event App.

1. Export the feature content you want to copy to the new Event App

First, follow the instructions in our article about exporting and importing content to export the content you want to copy. Select all or only some of the content — the choice is yours!

2. Delete the Unique Identifier column

After you export the content, open the export file in a spreadsheet program and delete the Unique Identifier column.

The delete option on the Unique Identifier column in a spreadsheet.

The file contains two sheets — an instructions sheet and a sheet that contains the exported feature data. If necessary, double-click on the sheet that contains the data and change the name to be the same as the new feature name you're importing into. For example, if the feature in your Event App is called 'Friday Speakers', name the sheet 'Friday Speakers'.

3. Delete internal links and outdated URLs

If you're importing a feature that uses Internal Links, make sure you're not importing outdated links or internal links to features or items that don't exist in your Event.

In the following example, the exported sponsor data includes Calendly links and internal links to other content. Either correct URLs and names or simply delete them to prevent import errors. You can edit and re-link items in the platform later if needed.

An example of exported Sponsor feature data.

When you're done making changes, save the file.

4. Add a new feature to the new Event App

In the new Event, add a feature of the same type that you want to recreate, then edit it. For example, if you want to import Game feature challenges, add a new Game feature to the Event.

5. Import content to the new Event App

After adding the feature, click on it in the Features list in the Event navigation bar. On the feature page, click Import, then follow the instructions in our article about exporting and importing content to import the file.

Import Exhibitors to Lead Retrieval

First, import exhibitors or sponsors to a new Exhibitors or Sponsors feature in the Event App using the steps above. Once you're finished, you can import sponsors and exhibitors into Lead Retrieval using the steps outlined in this section.

💡 Keep in mind, make sure you have enough Lead Retrieval licenses in your new Event before you import sponsors and exhibitors, otherwise you'll receive an error after trying to import and no data from the template will be added to Lead Retrieval. To purchase more licenses, reach out to your Webex Events contact, talk to our support team via live chat, or email support@socio.events.

1. Export Lead Retrieval exhibitors from your old Event

  1. In the navigation bar of your old Event, click Lead Retrieval.

  2. Click Exhibitors.

  3. On the Exhibitors page, check the boxes next to the exhibitors you want to export, or check the box next to the 'Name' column heading to select all exhibitors.

  4. Click the three-dot () icon.

  5. Select Export from the drop-down.

    The steps just described.

2. Delete the Unique Identifier column

After you export exhibitors, open the export file in a spreadsheet program and delete the Unique Identifier column.

3. Import exhibitors to Lead Retrieval in your new Event

In the Event navigation bar of your new Event under 'Lead Retrieval', click Exhibitors. On the Exhibitors page, click Import and use the instructions in our article about exporting and importing Webex Events data to import the file.

The steps just described.

After you publish the products in your Event, read our Best Practices for Launching and Promoting an Event App article for promotion ideas!

Questions? Chat with us, email support@socio.events, or attend a Face to Face session.

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