Add New Event Template

The “Add New Event Template” feature in the Event Management module of Retention CRM allows Associations, Chambers of Commerce and Nonprofits to create reusable blueprints for events. This saves time and ensures consistency when setting up similar events.

General Functionality of the “Add New Event Template” feature

• From Template: Leave this blank when creating a new template.
• Template Title: (Required)* Give your template a clear and descriptive name (e.g., “Monthly Nursing Chapter Meeting”).
• Type (Required):* Select the event category (e.g., Conference, Workshop).
• Edit Type Options: Use this (if available) to further customize the event type.
• Campaign: Connect the template to a specific marketing campaign for tracking purposes.
• Default Role (Required):* Define the primary participant role (e.g., Attendee, Speaker).
• Edit Default Role Options: (if available) allows further customization of participant roles.
• Participant Listing: Control how participant names are displayed on the event page.

Event Details:

• Event Title: Enter the base title for events created from this template (e.g., “[Chapter Location] Nursing Chapter Meeting”).
• Event Summary: Provide a brief overview of the event type.
• Complete Description: Fill in detailed information about the event content.
• Start & End: These fields are left blank in the template but will be filled later when creating specific events.
• Max Number of Participants: Set a limit on attendees (optional).
• Include Map to Event Location: Display a map for the event venue.
• Public Event: Mark the event as public or private.
• Add Social Share Buttons: Include buttons for easy event sharing on social media.
• Is this Event Active?: Deactivate the template if not currently in use.

Advanced Event Settings:

• Hide “Skip Participant” Button (Required):* Control the visibility of the “Skip Participant” option during registration.

Using the “Add New Event Template” feature in Association Management

A nursing association can leverage event templates to streamline setting up recurring events. Here’s an example filled with relevant options:

• Template Title: Monthly Nursing Chapter Meeting
• Type: Workshop
• Default Role: Attendee
• Event Title: [Chapter Location] Nursing Chapter Meeting (e.g., “New York City Nursing Chapter Meeting”)
• Event Summary: Discuss current nursing topics, share best practices, and network with colleagues.
• Complete Description: Include details about the specific meeting theme, speaker bios (if applicable), and Continuing Education (CE) credits offered.
• Include Map to Event Location: Yes (assuming meetings have a physical location).
• Public Event: (Depends) Choose public if open to all nurses or private if for members only.
• Add Social Share Buttons: Yes, to encourage participation.
• Is this Event Active?: Yes (assuming the chapter is active).

More Use Cases for Associations

Chapter Meetings

As described in the example, associations with geographically dispersed chapters can create a “Chapter Meeting” template. This template would define the event type (Workshop), default role (Attendee), summary, and basic description outlining the purpose of these meetings. Chapter leaders can then quickly create new meetings for their specific location by just adding the location details in the title (e.g., “Chicago Chapter Meeting”) and filling in any speaker or theme specifics in the description.

Webinar Series

Associations hosting educational webinars can create a “Webinar Series” template. This template could include “Webinar” as the type, “Attendee” as the default role, and a description outlining the overall series topic. Individual webinars within the series can then be created using the template, specifying the presenter, date, time, and specific webinar topic within the series description.

Member Events

Associations can design a “Member Event” template to streamline member-exclusive events. The template might include “Member Event” as the type, “Member” as the default role (with options for guest registrations), and a description highlighting member benefits of attending. Specific events like social gatherings or volunteer opportunities can be created from this template, requiring member login for registration.

By creating this template, Associations, Chambers and Nonprofit organizations can quickly create new event templates with consistent information while only needing to modify the title, date, and specific details for each event. This saves time and ensures a professional presentation for their events.