How to create a new event and copy content from another event

When creating a new event you can copy content such as pages, templates, products, awards categories & questions and email templates from another event. However please note you CANNOT copy:

  • Event and theme settings including payment settings and award settings
  • Collaborators and organisations: Judges, Speakers, Sponsors, Exhibitors including all associated data such as public profiles, exhibitor forms, exhibitor tasks and catalogue items.
  • Product selection lists.
  • Event schedules.
  • Custom reports.

To copy content from a previous event you must do so during the creation of the new event. You will not have any other opportunity to do so:

  1. Click “+New Event”.

  2. Select which Event Group the new event will be a part of from the drop down options, add the name of the new event and set the date and time of the event. You can change the date and time at a later date if needed.

  3. Select which optional features you wish to use. If you aren’t sure which features you used previously, open the other event and under EVENT> Settings you can view which features are in use. Click “Continue”.  

  4. Select a theme. If you want your event to have the same look and feel as your other event you should select the same theme. Open the other event and under WEBSITE> Themes you can view which theme is in use.  

  5. If you want to copy content from another event click “Yes”. Select which event you wish to copy content from using the drop down options. Then select the content you wish to copy to your new event. You must copy over the content you wish to use at this step. You will not have another opportunity to do so.

  6. Confirm your event country, time zone and date and click finish. It will take a few moments for your new event to be created. 

Once you have created your new event and copied over content you should update your event and content as necessary:

  • Update event dates and settings 
  • Update theme settings (WEBSITE>Themes>Theme settings) -  copy over any custom CSS/JavaScript, select a font and font size and add a favicon
  • Update content on your templates and pages e.g. replace old logos or any verbiage referencing the previous year 
  • Any email template changes from the previous events will be copied over but you should check and update as necessary 
  • Check and amend email attachments 
  • Amend or add awards categories & questions 
  • If applicable update awards settings (AWARDS> Settings)
  •  Amend or add products ensuring the dates and prices are updated and correct. Product dates will always be wrong when copied over and should be amended to the correct dates individually 
  • Add any product selection lists as these will not have been copied over
  • Check and update payment settings 
  • Add any sponsors, exhibitors or collaborators and related information e.g. public profiles 

Note

Once you have created your event and have made any additions or amendments please ensure you thoroughly test all aspects of your event i.e. carry out test transactions, review emails and paperwork, view all content and validate any links.  You should ensure you are in test mode during all test transactions- Why use TEST mode?

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