Step 1 - Create an Event on InviteDesk
Updated
1. Permission required to create an event
You need to be an “Event Manager” to be able to create / edit an event on InviteDesk. Check out this article to learn more: Overview and Access
2. Create an event
- Login to InviteDesk ➡️ Go to Events
- Click on the “+” icon at the right. A window will appear, guiding you through the following 4 steps: “Data ➡️ Information ➡️ Date and location ➡️ Communication”.
2.1 Data Tab
Naming convention of your event & Considerations
It is crucial to use a good naming for your event as:
🔴 A Child Campaign will be created on Salesforce with the very same name upon synchronization. Example: BE 24EC003 Developer Conference NL
🟣 After your event is synchronised to Salesforce, it is crucial to link your child campaign to a relevant parent campaign. This will push your registrants to the right country Lead Queue.
🟡 Event name can be translated and adapted in the “Communication” tab if you want to add this information in your registration or emails.
2.1 Information Tab
The information tab mostly contains data for internal information purposes (except for thumbnail image).
2.3 Date and Location Tab
Live Event
Online Event
For online event, instead of the address fields, you can add a MS Teams URL leading to a webinar tool. The moment your guest clicks the "Join" button, he is immediately “checked in” on the attendee list.
You will be able to send the URL of your webinar in your communication mailings. Your guests will see the button to join the webinar leading to the page on InviteDesk. On the landing page they will be able to access the link you have provided 15 minutes before the event starts.
2.4 Communication Tab
In the communication section, you can choose one or more languages for your event, and you can translate your event name and venue details if needed. Those details can be added in the registration form respectively.
Are you ready to proceed with the next step?
Checklist:
✅ Event data completed.
✅ Event information completed.
✅ Event Date and location completed.
✅ Event Communication language (s) selected / translated.
✅ Parent Campaign linked to event child campaign on Salesforce
