How to create an event using Templates

  • Updated

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If you are planning to create a simple event then our event templates could be a great way to get started. If you are hoping to create larger events then you may way to look into how to upgrade

With this design, to make things easier for you, you can opt to use a handy template and a simplified Event Dashboard so that creating and hosting a new event has never been easier. 

Here's how to get started. 

Go to your home page, select your Organization from the panel on the left hand side and click Create event. 

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Click Create from event template to browse the available templates. If you choose Hopin Classic you will not be prompted to choose a template.

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Next, choose your template! Think about what you want from your event, and which template aligns with your vision. Don't worry, each template is still fully customizable so you will not be limited if you change your mind!

There are 7 templates to choose from:

  • Expos and tradeshows
  • Webinars
  • Courses and workshops
  • Conferences and summits
  • Meet ups
  • Internal company event
  • Recruitment fair
Note: If you choose the "Webinars" template, your event will be published automatically. 

Alternatively you can choose Start with a blank event to create your event without the use of a template. 

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Each template will take you through a slightly different process depending on what you may need for your event. 

Using the templates

First of all, you will need to set up the basics and you will be required to enter the Event name. You can also input the start and end date, as well as upload an event banner. Click Save and continue.

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You may be asked to add a description for your event. You can use the customizable content area to add links, images, and editable text. You can Skip this section or add in your description and click Save and continue. If you click Skip, your edits will not be saved. write_description.png

Depending on the template you choose, you may be asked to create your first Session. This step will be required and cannot be skipped. Enter the Session title and description and click Save and continue. 

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You may be asked to choose how your attendees will access the event, and whether you plan to have paid tickets, make it a free event, or have the option for both free and paid tickets. Whichever you choose can be changed within you Event Dashboard at a later date. Make your selection and Save and continue, or click Skip to move on to the next step.

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Note: If you choose to have paid tickets, adding a Stripe account will be shown as "required" on your Event Dashboard.

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I don't want to use a template

If you do not want to use a template, make sure you select Start with a blank event to avoid using a template.

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Alternatively, if you are in the middle of the process of creating an event using a template but have decided that you no longer want to use a template, simply click the "x" in the top right hand corner at any time.

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A small pop-up will ask if you are sure about your decision. Click Leave and you will be taken back to your home page.

Note: Any changes you have made will not be saved and the event will not be created.

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The simplified dashboard

When choosing certain templates, you may see a condensed, more simplified Event Dashboard. This is to make creating your event as simple as possible!

When you first enter your event dashboard, it may look slightly different depending on which Template you chose when creating your event. 

There may be some panels that are labelled as "required", others as "optional", and some will have a green tick to show that they have been completed.

Overview-Hopin.pngClick on any of these panels to go directly to that section of your Event Dashboard and to begin building your event.

For more information, check out our guide on Using the Simplified Dashboard. 

 

Feel free to reach out to us at support@hopin.com in case you have questions or need assistance.

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