Event Groups

Events that are similar can be shown on the same list by assigning them to an Event Group. For example, if you want to group Webinars together, you can create a new Event Group record named Webinars in Salesforce and it will group your webinars together. Keep reading to find out more!

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UI Update

You can switch between the Calendar UI (view) and the List UI (view) via the calendar and list icons at the top of the screen.

Look and Feel

With Event Groups, there is currently three different UIs that are supported. Check them out below to see which you like the most!

• Here is an example of the Event Group List view:

• Here is an example of the Event Group Calendar view:

• Here is an example of the Event Group Aspen view:

Creating an Event Group

1. Navigate to the Event Group tab and click "New" to create a new Event Group.
2. Fill in the Event Group Name.
3. Enable the Default checkbox if you want this Event Group to be added to all Events by default.
4. Primary Color - This is a hex value and will control the colors that are displayed on the event group.
5. Logo URL - We support SVG files for uploading an image for Event Groups. This will ensure any resolution image used will display properly on the Event Group. This image will be displayed in the top-left corner of the event group. Please see our documentation on Images for more information.
6. Event Group: Settings
   • If you want to hide full capacity events related to the event group, set the Settings picklist field to "Hide Full Events Without Waitlisting."
7. Determine what experience you want an end user to see using the UI Experience picklist.
   • Calendar - will display a calendar view with events marked by date.
   • List - will display a list view with events sorted by date.
   • Aspen - will display a grid or list view with events that can be filtered by keywords.

8. Next, navigate to an Event and define the Event Group.

9. Lastly, click on the Event Group URL and you will see all your grouped events!

Featured Events

If you would like a featured event at the top of the page, navigate to one of your events in the group and check the Featured Event field.

Notice the "Free Event" is our Featured Event for this Event Group!

Name, Description, and Image

These fields will be pulled from the individual event record.

• The Name will be pulled from Event Name field
• The Description will be pulled from Description field
• The Image will be pulled from Image URL field

Event Sorting

By default, we provide different types of event sorting within your event group.

Date Range

This allows an attendee to see upcoming events, all events, or they can select a range of dates to decide which events they'd like to attend!

Category

In the Event Group, select an option from the Category drop-down field.

• This allows an attendee to filter between categories, such as Virtual Events, Conference, Class/Workshops and more! If your events do not have a category assigned, the picklist will not be available.

Filtered Event Sorting

There is a field on the Event Group record called, Filter Fields. When this is defined, certain filters can be hidden or displayed.

There are 4 options in the Filter Fields picklist.

• Category: When chosen, this will display the different categories that are assigned to your events.

  • Note: if all events in an event group are assigned to the same category, this field will not appear on the event page.

• Keywords: When chosen, this will display the different Event Keywords that are assigned to your events.

• No Filters: Since the Filter Fields field is a required value, simply pick this option if you don't want any categories or keywords to appear. This will also hide the picklist from the event page.

• Distance: When customers are viewing the Event Group by Distance, they will be prompted (if the request for access is enabled) to turn on their location services. Events will be sorted by closest to furthest, and Events within a Mileage Distance Group will be sorted by newest to oldest.