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Create a Webex Event
Create a Webex Event

Using any Webex Events product starts here

Emily van der Harten avatar
Written by Emily van der Harten
Updated yesterday

You've signed up for Webex Events (formerly Socio)! Whether you're using the Registration, Onsite, Event App, Lead Retrieval, or Live Display products, creating an Event is your first step in the Webex Events platform.

This article guides you through creating an Event and provides links to articles about setting up each product after you're done!

Event creation options

There are three ways to start building an Event:

  • Start with a template - If you want a head start on setting up your Event, we have templates! Simply fill out our Event template request form, and we'll configure the Event basics and add some Event App content based on your needs.

    • After 1-2 business days, we'll notify you when your Event is ready. From that point, follow along with this article to confirm your Event's information, upload graphics, and choose a theme color. ⬇️

  • Clone an old Event - If your Event is similar to a previous one, clone the old Event to get a major head start on building the new one. 🏃 Cloning an Event copies all Registration, Onsite, Event App, Lead Retrieval, and Live Display content, features, and settings. Learn more in our article about cloning event content.

  • Manually create an Event - If you want to start from scratch and craft every aspect of your Event, keep reading to learn how. ⬇️

Do you learn best with a video? Watch our video guide to creating an event! ⏯️

Create a Webex Event

From the My Events page in the Webex Events platform, click Create Event.

The process just described.

Now you're ready to add basic details about your Event. You can come back and edit this information later if necessary! 👍

Basics

First, enter a few simple details about your event on the Basics page.

The Basics page.
  • Event Name - Enter the name you and your attendees use to refer to this event. You can also set a unique Event Title when you configure the Registration, Onsite, and Event App products within your Event.

  • What type of event are you planning? - This field helps us understand how you and others like you are using Webex Events so we can better serve you.

  • How many attendees are you expecting? - This field helps us measure adoption of your Event and predict load on our servers.

  • Which team is managing this event? - Select the team whose members will apply credits to and manage products in this Event. To learn more about teams and credits, read our article about managing teams and credits.

  • Best email address to reach you - This email address lets Webex Events personnel contact you about your event if necessary, and it's the default contact email for collaboration forms. We don't share email with attendees.

Click Save & Continue.

Details

On the Details page, choose your event type and venue location (if applicable), and event start and end dates and times.

  • Pick an Event Type - Select the option that best describes how people will attend your event.

    • If all attendees will be physically present at the event venue, select 'In Person'.

    • If all attendees will be participating online and your event has no physical location, select 'Virtual'.

    • If there's a mix of in-person and virtual participants, select 'Hybrid'.

    • Read our Pick an Event Type article for more information about the differences between event types.

      The Pick an Event Type section of the Details page.
  • Event Location - The Event Location section appears if you select either 'In Person' or 'Hybrid' as the event type. Search for the event venue using the embedded Google Map search bar. The location determines the time zone for the entire Event.

    • Venue Name - Enter what people would usually call this location in a conversation. Example: "Downtown Indianapolis Hyatt."

    • Venue Address - The address auto-populates based on the location. Double-check that the address pulled from the Google map is correct.

The Event Location section of the Details page.
  • Event Date & Time - Select the start and end dates and times for your event. The start and end dates should encompass all of your sessions and activities, such as pre-conference workshops and post-conference social events.

The Event Date and Time section of the Details page.

Click Save & Continue when you're done.

Appearance

On the Appearance page, select the default theme color, dark mode settings, and logo to be used throughout all activated products in your Event. Each product can also have its own unique settings.

The Appearance page.
  • Theme Color - Select a color that complements your brand.

  • Dark Mode - Activate the toggle to display the Web App and Registration page in dark mode.

    💡 Keep in mind, once you set up the Event App and Webex Events Registration, you can also manage the Dark Mode setting per product. The 'Next Steps' section in this article has links to setup guides for each product.

  • Logo - The logo appears in each Webex Events product you activate in your Event. Logo requirements:

    • JPEG or PNG

    • Minimum: 100px by 100px

    • Recommended: 500px by 500px

    • Maximum: 1000px by 1000px

When you're done, click Create Event. This takes you to the Event Overview page, where you activate and manage products and review information and activity related to your Event! 🎊

The Event Overview page.

Next steps

Now that you've created your Event, it's time to set up the Webex Events products you need, create Sessions, and manage attendees! Read the following articles to learn how to get started with each:

Planning an event is a huge endeavor, so we've also created a comprehensive Event Planning Best Practices Timeline with links to articles and Webex Events Academy courses to guide you through each step.

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

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