Create Events

Overview

Events are an important tool for engaging with your partners and prospects. The Zift PRM Events app provides a quick and easy method of managing Events and connecting them to other program features.

The versatility of Events allows you to easily adapt them to your needs. For example, you could run a virtual event concurrently with a physical location Event, providing greater flexibility to people who wish to attend but may not be able to attend in person.

Events allow you to organize and manage Partner Events through the Zift PRM Portal.

Before You Begin

• Log into PRM Admin with eventTask Level 3 rights.
• If you are creating an Event that will be by invitation, a selection list (also referred to as a Target List) must be in place before you begin.

How to Create Events

1. Navigate to Events > Events.
2. Click the Add Event option in the upper right side of the screen.
3. Set the Event Definition Parameters for the new Event. 
4. Click Save.

Table 1. Event Definition Parameters

Name	Type	Description
Group this Event belongs to	Drop-down List	Select a group that the Event will be categorized as.
Add New Event Group	Link	[Optional] If none of the Event Groups in the drop-down list is suitable, you can quickly add a new Event Group by following this link to provide a name for the new Group. If you do this, that Events Group will be pre-selected when you are returned to the Event definition screen.
Title of the Event	Text	[Optional] You can provide a title for the Event. This may be concatenated into a longer title with the Event Group, city, and start date or you can simply display this title.
City/Location	Text	Enter either the location of the event or Online for web-based Events.
Venue Details/Webex Login Details	Text	This information will be displayed on the standard registration page and should include all the information that users will need to either physically attend or log in to the Webex session.
Country	Drop-down List	Select the country where the Event is being hosted.
Event Visibility	Drop-down List	Check the user groups that you would like to assign to this Event.
Estimated number of attendees	Text	Enter the number of attendees you anticipate will attend the Event.
Preferred start date	Calendar Selector	This date is required. If you are managing the Event, this is the actual start date. If you are working with an agency, the date may need to be slightly modified. This will default to the current date.
Preferred end date	Calendar Selector	This date is required. If you are managing the Event, this is the actual end date. If you are working with an agency, the date may need to be slightly modified. This will default to the current date.
Notify this email address of any changes	Text	[Optional] Enter an email address that will be notified of any Event changes. Tip: Leave this field blank until you've completed the initial setup. Otherwise, you will receive an email for each change on subsequent Screens.
Eligible Countries	Multi-select List	Select the list of countries that users may join the Event from. This can be modified later but no country from which a user has signed up can be removed. This setting will only have an effect if the Event is only available to authenticated users.
Will you use an agency to manage this Event?	Drop-down List	If you are using an agency to manage the event for you, set this parameter to Yes. If you set it to no, you will need to fully manage every aspect of the Event.
Open registration or by Invitation Only	Radio Button	Select Open Registration to allow any user who can see the Event (as per the Event Visibility setting) to register for the Event. Select By Invitation Only to send specific people invitations. See Create Email Marketing Communication for additional instructions after completing the Event definition steps.
Portal Buttons	Check Box	When checked, the Register and Un-Register buttons, respectively will be hidden in the Portal.
Registration Screen	Drop-down List	[Optional] Select a Screen where users will be asked to provide additional information such as dietary requirements or session preferences. They will be redirected to this Screen after clicking the Register button.
Associate eLearning Module	Drop-down List	If this Event is related to a specific training module, select it from the list to ensure proper tracking of attendee progress.
Social Updates	Check Box	Allows Zift PRM to post updates about this Event to a social channel.
Associate with a Campaign	Drop-down List	[Optional] Tags this Event with a specific campaign.

Related Topics

• Video: Country Groups
• Video: Create Training Events
• Manage Event Groups
• Create a Target List
• Create Email Marketing Communication
• Manage Country Groups and Members