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 provide 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 craft every aspect of your Event, keep reading. ⬇️
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.
Now you're ready to add basic details about your Event. You can come back and edit this information later if necessary! 👍
First, enter a few simple details about your event on 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.
Click Save & Continue.
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.
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.
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.
Click Save & Continue when you're done.
On the Appearance page, select the default theme color, dark mode policy, and logo to be used throughout all products you activate in your Event. Each product can also have its own unique settings.
Theme Color - Select a color that complements your brand.
Dark Mode - Activate the toggle to enable dark mode for all products by default.
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! 🎊
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 or email firstname.lastname@example.org