What is the purpose of the Set-Up Event feature?

This feature allows administrators to configure co-branded events that partners can promote, defining event details, managing associated landing pages, and preparing the event for launch within the platform.

Who uses the Set-Up Event feature?

UPM administrators use this feature to define event parameters and ensure events align with program objectives for partner activation.

How do I access the Set-Up Event configuration?

Navigate to the Events list page and click the Set-Up button for the desired event. This opens the configuration screen to review or modify details.

What information can be modified on the Set-Up Event screen?

Administrators can review and modify core event details like dates, times, venue, and capacity. They can also activate or deactivate specific web pages linked to the event.

How do I save changes to an event's setup?

After reviewing or making modifications to event details or page configurations, click the 'Save Event' button to confirm and apply all changes.

Set Up and Configure Co-Branded Events for Partners

Overview

The Event Marketing Management module enables vendors to create and manage various marketing activities, including co-branded events. These events are a crucial component of co-marketing strategies, allowing partners to leverage vendor-provided event content and branding to engage their own audiences. Administrators use this feature to define the core parameters of an event, ensuring it aligns with program objectives and is ready for partner activation.

Accessing Event Setup

Click the Set-Up button for the desired event.

Reviewing Event Details

This screen, part of the Co-Brand Events feature within the Market module, provides a consolidated view of an event's details and allows for the management of its associated web pages. It displays core event information such as dates, times, and unique identifiers, which are typically defined during the initial event creation process. The screen also highlights the selected event, offering an option to modify its properties. Furthermore, it enables administrators to activate or deactivate specific web pages linked to the event, ensuring that only relevant content is accessible to partners or attendees. This setup facilitates a streamlined workflow for configuring and publishing event-related assets.

Review the event details and associated pages, then click 'Save Event' to confirm the configuration.

Buttons

Button	Description
Edit Event	Allows modification of the details for the currently selected event.
Save Event	Saves all changes made to the event setup and page configurations.

Select Event Details

Field	Description
Country	Indicates the geographical scope of the event, in this case, 'Global'.
Campaign Tool	Specifies the type of campaign tool being used, which is 'Event' in this context.
Language	The primary language for the event content, set to 'English'.
Campaign	The name of the overarching campaign associated with this event, 'Firewall Widget Campaign'.

Select Event

Field	Description
Type	The classification or category of the event.
Unique URL Extension	A unique identifier used in the event's web address.
Start Time	The scheduled start time of the event.
End Time	The scheduled end time of the event.
Registration Close Time	The deadline for event registration.
Venue	The physical or virtual location where the event will take place.
Link	A direct URL associated with the event.
Organizer	The entity or individual responsible for organizing the event.
Event Name	The full name of the event as it will be displayed.
Start Date	The calendar date when the event is scheduled to begin.
End Date	The calendar date when the event is scheduled to conclude.
Registration Close Date	The calendar date when event registration will close.
Time Zone	The time zone in which the event is scheduled.
Special Upcoming	Additional details or notes regarding special upcoming aspects of the event.
Capacity	The maximum number of attendees or participants the event can accommodate.
Speaker(s)	The names of individuals presenting or speaking at the event.

Selected Event

Field	Description
Firewall Campaign	A visual representation of the selected event, showing its name and type.

Modify Pages

Field	Description
Firewall Event	A toggle switch to enable or disable the 'Firewall Event' page.
Widget Event	A toggle switch to enable or disable the 'Widget Event' page.

Set-Up Event page with 'Edit Event' button highlighted

Click Edit Event.

Editing Event Information

This screen facilitates the creation and configuration of a new event within the Market module, allowing vendor administrators to define key logistical and descriptive details. Events are a type of marketing tactic that partners can leverage, often as part of a broader campaign. Administrators use this form to specify the event's type, name, unique URL for tracking, scheduling (start/end dates and times), registration deadlines, and capacity. It also allows for the assignment of organizers and speakers, and the selection of a specific event template or type from available options, which can influence the event's branding and functionality for co-branded partner activities. The details entered here are crucial for managing event logistics and ensuring proper partner engagement and tracking.

Complete the fields in the Set-Up Event form to define the event's details and select the appropriate event type.

Buttons

Button	Description
Save	Click to save the newly configured event details.
Cancel	Click to discard any changes and return to the previous screen.

Select Event

Field	Description
Type *	Select the category or type of event being created.
Event Name *	Enter the name of the event, which will be displayed to partners and attendees.
Unique URL Extension *	Provide a unique identifier that will form part of the event's public URL.
Start Date	Specify the calendar date when the event is scheduled to begin.
Start Time	Set the time of day when the event will commence.
End Date	Specify the calendar date when the event is scheduled to conclude.
End Time	Set the time of day when the event will conclude.
Registration Close Date	Select the final date by which attendees can register for the event.
Registration Close Time	Set the specific time of day when event registration will close.
Time Zone	Select the time zone for the event, which impacts scheduling and display for attendees.
Special Upcoming	Toggle this switch to designate the event as 'Special Upcoming', potentially highlighting it in partner portals.
Capacity *	Enter the maximum number of attendees the event can accommodate.
Organizer *	Specify the individual or team responsible for organizing the event.
Speaker(s)	Enter the names of the speakers or presenters for the event.
Firewall Campaign	A visual card representing an event type or template named 'Firewall Campaign' with an 'EVENT-EMAIL' tag.
Firewall Widget Event	A radio button option to select 'Firewall Widget Event' as the event type.

Managing Event Pages

This screen displays a list of event-related pages that can be modified or activated within the Event Marketing Management module. It allows administrators to manage the visibility or status of individual pages associated with an event, such as 'Firewall Event' and 'Widget Event', by using toggle switches. This view is a step in the process of setting up or configuring an event, enabling control over which specific event pages are active or inactive.

Saving Event Configuration

Click the Save Event button.