On the Webex Events Platform, an Event (or Community) is the central hub for all of your Webex Events products. Using any Webex Events product starts with the simple process of creating an Event or Community in the Webex Events Platform. Once you've created your Event, you can start activating, configuring, and managing the products you need. This article guides you through the Event creation process and provides links to articles about setting up each product after you're done!
💡 Keep in mind, though this article refers to Events, these instructions apply to Communities, too.
Contents
Event creation options
There are three ways to start building an event - templates, cloning, or from scratch:
Start with a template - If you want a jumpstart on setting up your Event App, don't create your Event yet! Instead, use our Event Template request form to have us create your event basics for you, complete with a pre-configured Event App based on your event type.
After 1-2 business days, we'll notify you when your template is ready. From that point, continue following this article to fill in your Event's basics. ⬇️
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.
Build from scratch - If you need to start with a blank canvas, simply follow the steps in this article. 🎨 ⬇️
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. If you're not sure about some elements, you can come back later and make changes to any of these basic details, even after you publish your Event! 👍
Basics
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.
What type of event are you planning? - This field helps us understand how folks like you are using Webex Events so we can better serve you.
💡 Keep in mind, the 'What type of event art you planning?' question only applies to Events and not Communities. The event type appears on your Registration page, unless you deactivate the option.
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, refer to our article about managing teams and credits.
When you're done, 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'. Refer to our Pick an Event Type article for more information about 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.
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.
💡 Keep in mind, we recommend that the start and end dates encompass all of your sessions and activities, such as pre-conference workshops, post-conference workshops, or social events.
Click Save & Continue when you're done.
Appearance
On the Appearance page, select a theme color, activate dark mode, and upload a logo.
Theme Color - Select the theme color that the Registration, Onsite, and Event App products will use. You can also choose a unique color for each product when you set them up. Select a color that complements your brand.
Enable Dark Mode? - Toggle this setting to 'Yes' if you want your Registration page and the web version of your Event App to use dark mode. You can also activate and deactivate this setting when configuring Registration and the Web App.
Logo - The logo appears in each Webex Events product you activate in your Event. You can also upload a unique logo when configuring Registration, Onsite, and the Event App. Accepted icon formats and dimensions are:
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! 🎊
Next steps
Now that you've created your Event, it's time to start setting up the Webex Events products you need! Read the following articles to learn how to get started with each one:
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 support@socio.events