How to create a new event and copy content from another event
Note ποΈ
This article shows how to copy an existing event while creating a new one. For instructions on how to create a new event, click here.
When creating a new event, you can copy content from a previously created event to maintain the look, feel and functionality of past occurrences. Among the elements you can copy are pages, templates, products, awards categories & questions, and email templates.
In this article
Features that are not possible to copy
Features that are not possible to copy
Please be aware of the features that are not possible to copy during this process:
- 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.
Warning β
Copying content from a previous event can be done only during the creation of the new event.
Creating your event and duplicating older content
To get started, click on +New Event.
Then, you will select the basic configurations of your event
- Event group
- Name of the event
- Date(s) and time(s) of the event
- What features you wish to use for this event
Tip π‘
If you arenβt sure which features you selected for your previous event, navigate to Event > Settings to view which features are in use.
Next, select a theme.
Tip π‘
To ensure the same look and feel as your previous event, select the same theme. Confirm your previous event's theme by navigating to Website > Themes.
Then, Step 3 allows you to copy your content from a previous event.
Under the question Create Content?, select Yes.
Select which event you wish to copy content from the drop down menu.
Then select the content you wish to copy to your new event. You can choose to select the option All Content, or check each box individually.
Warning β
This is the only opportunity to copy content from a previous event.
Lastly, confirm your event's country, time zone and date and click Finish.
These can also be changed in your event settings at a later date.
Updating the new event
Once your new event has been copied, there are some updates needed to your event and its content. For this, it is helpful to have both your new and previous events open.
- In Event > Settings, update all relevant event dates and settings.
- Verify content from your previous event in Website > Themes >Theme settings. Copy over any custom CSS/JavaScript from your old event to your new event, verify and replicate the font and font size, and add a favicon.
- Check Website > Pages and Website > Templates for old logos or any verbiage referencing the previous year that needs to be amended.
- In Website > Email Templates, check and amend any email template content and attachments. In your previous event, be sure to pay attention to the Active Version on each email template. Emails that are using a custom template (not the system template depicted in yellow) will likely need to be edited.
- Check and update payment details in Revenue > Payment Settings. Here, be sure to check the transaction prefix, basket settings and currency information.
- In Revenue > Products, amend or add products, ensuring the dates and prices are updated and correct. Your products may include date based discounts and/or vouchers, so be sure to check these also. When copying an event, Product dates will always need to be amended individually to the correct dates for your new event.
- Amend or add awards categories & questions in Awards > Categories.
- Add any product selection lists as these will not have been copied over.
- Add any sponsors, exhibitors or collaborators and related information e.g. public profiles.
Note ποΈ
Once you have created your event and have made any additions or amendments, ensure you thoroughly test all aspects of your event using test mode i.e. make test transactions, review emails and paperwork, view all content and validate any links.