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Event tool: Event details
Event tool: Event details
Updated this week

Event tool: Event details

When creating an Event, the tool will guide you through these six steps.


In this Article


Create new Event

To access the Event Tool, click the Event icon on the bar to the left. The Event start page holds all your created events: drafts, active and paused events.

To create a new Event, click the Create New Event button.

Navigate between the different steps in the menu on the left-hand side.

Return to the Event page by clicking the back arrow in the left bottom corner.


Event details and Contact information

  1. Give the Event a working name and a title. The work name will automatically be copied into the Title field, which you can edit if you prefer.

  2. Select the Section you work with (if you have more than one on your account). You can not switch Session after proceeding to the next page.

  3. Contact name will appear as sender name in the inbox, for Profiles receiving emails from the Event.

  4. Contact e-mail address is the sender e-mail address in the inbox, for Profiles receiving emails from the Event.

  5. Select Content format. The date and time in your registration form and event sendings will follow the format of the selected country.


Advanced Settings

Merge Attendee with Profile

Under Advanced Settings, you can enable "Merge attendee with existing profile".

Note: This feature applies only to Attendees registering via public registration form, shared with a public link - not Attendees registering via Invitation Email.

Enabled

Enabling the merge, you allow Attendees data to merge with their existing Profile in Apsis. When merge is enabled the Confirmation email template will contain a "Confirm Profile data" link.

  • If Attendee clicks the "Confirm Profile data" link, Attendee data is merged with their existing Profile in Apsis.

  • If Attendee do not click the "Confirm Profile data" link, a new Profile is created. Attendee remain registered to the Event.

Confirmation email Template is found on the Sendings page.

Disabled

Disabling the merge, Attendees registering via public form cannot be merged with their existing Profiles in Apsis. A new Profile is created in Apsis when Attendee is submitting the Registration form.

Confirmation email will not contain a profile confirmation link.

Add Profile confirmation link manually

You can also manually add a Profile confirmation link in the email editor. Open Variables (in the inline text editor) and select "Profile confirmation link" in the dropdown.

Note: In order for Profile merge to function, the "Merge attendee with existing profile" feature must also be enabled on the Details page.

Custom data

Event Custom data are “local” Event-specific containers created in the Event tool. The data is stored in Profiles. Use Custom data to store event specific data, data you don't want to store for the future as a "life-long" Attribute.

For example, allergies, T-shirt size, food preferences. Custom data are stored on each Profile as Profile events and can be used for segmentation purposes.

In Registration form editor, map form field to either Attribute or Custom data, depending on how you want to store the data.


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