[EN] create events - practical guide

Practical Tips for Event Creation

A structured approach to event creation lays the foundation for a smooth and successful process.

• Define the Event Type in Advance
  Decide whether the event will be online, in person, or hybrid before creating it.
• Use Consistent Naming Conventions
  A clear naming structure (e.g. event format – location – date) makes it easier to search for and analyze events later.
• Enter All Key Event Details
  The name, date, time, and location should be fully defined before proceeding with the next steps.
• Identify Recurring Events
  Check early on whether an existing event can be used as a template.
• Review Copied Events
  After copying an event, carefully check the date, location, and campaign content.

Choose the Right Event Creation Method

Create a New Event

For maximum customization and full control

Recommended when:

• You are planning a one-time or highly customized event
• The event has special requirements
• You want to manage all settings manually and flexibly

Typical Use Cases

• VIP or exclusive events
• Pilot or test events
• Special event formats outside the standard process

Create an Event Using the Wizard

Guided process for structured events

Recommended when:

• You want to create an event quickly, reliably, and in a structured way
• You want to be guided through the process step by step
• Form and campaign creation should be directly integrated

Typical Use Cases:

• Standard events
• Online events & webinars
• Events with a clearly defined process

Create an Event from an Existing Event

Save time by reusing existing setups

Recommended when:

• You want to create an event that is very similar to an existing one
• You want to reuse forms, campaigns, or settings
• You want to save time and use proven setups

Typical Use Cases:

• Event series or roadshows
• Recurring events
• Annual event