Start Here

Click Begin from Scratch.

Enter an Event Name.

Click one of the Location Type buttons. (This will populate the Event Location field.) 

• Virtual

• Venue

• Hybrid

Complete the fields in The Fundamentals section.

• Description

• Event Start Date

• Event Start Time

• Event End Date

• Event End Time

• Time Zone

• Event Settings

   

Complete the following Recurring Events Details fields.

• Build From Scratch-Normal Scheduling: 

  • Recurring 

  • First Event Start Date

  • First Event End Date 

  • First Event Start Time 

  • First Event End Time

    

• Build From Scratch-Advanced Scheduling: 

  • Recurring = “Custom” 

  • In the Custom Recurrence popup window, complete the following fields. 

    • Repeats 

    • Count

    • Repeats On – The options available will change based on the value you selected in Repeats.

    • Recurrence Method 

    • Click Save.  

      

  • First Event Start Date

  • First Event End Date

  • First Event Start Time

  • First Event End Time

    

Complete the following Event Details fields.

• Event Group

• Category

• Keywords (Event Keyword record)

Complete the following Organizer Details fields.

• Organizer (Contact) 

• Organizer (Account) - This field will be overwritten by the Organizer (Contact) field if both fields are populated.

• Contact Us Email

Complete the following Venue fields, if necessary.

• Venue

• Venue Name

• Venue Street

• Venue City

• Venue State/Province

• Venue Country

• Venue Postal Code

Complete the following Webcast Account fields, if necessary.

• Webinar/Meeting Account = “Zoom”

  • Zoom Type = “Meeting” or “Webinar”.

   

• Webinar/Meeting Account = Paste webinar URL (Webinar/Meeting URL) field is on the Event object.)
   

• Webinar/Meeting Account = Click + Create New.

  • Fill out the fields on the New Webinar Account screen.

    • Webinar Name

    • Provider

    • First Name

    • Last Name

    • Email

    • Organizer Key

    • Account Key

  • Click Save.

     

Click Next.