Trail Blazer Knowledge Base

 

Home : Events : How to Duplicate an Event - Save Time by Not Re-Creating Everything from Scratch

Knowledge Base







User:

Password:



Article ID: KB350
Keyword Name: Copy, Events, Duplicate, Tickets, Products, Registration
Created: November 10, 2016
Viewed: 11718

How to Duplicate an Event - Save Time by Not Re-Creating Everything from Scratch




Click Here to view this article as a PDF.




Author: Kristenson, Joel

Last Updated: 2016-11-10






Overview


This article walks through the steps to duplicate an event that’s already been created.  This can save you a lot of time if you host many events (such as classes).



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: Learn about events by watching these videos.






Steps


Navigate to the Events list under the Application Menu.



Query for the event you want to duplicate and click on one of the hyperlinks in the list to open the event record.  In my example I opened an event with ID 28.



Once the event record is open click File in the upper-left and select Duplicate.



Fill in the new information (name, date, registration close date/time) and click [OK]My example is below where I duplicated the event for 10 years in the future and updated the name to reflect the new date.



After you click [OK] you’ll get a popup notification that the process has finished.  Click [OK] again to close this message.



You can now close the original event that has been duplicated.  You can either use the black [x] in the upper-right, the [Cancel] button in the bottom-right, or the [Close Active Window] button on the left under Open WindowsIn my example I used the black [x] in the upper-right.



Once you’re back in the Events list click [Search] to refresh the results and your new duplicated event should display in the list of results.



You can now modify the event as needed, some common changes would include:

- New description

- New tickets/products

- Updated location/contact info

- New auto-responder email

- Changing labels, redirect page, etc. under the Setup > Web Customization tab


Once you’re finished making your changes you can [Save], make the event Public, and view it by clicking the [View Page] button at the top.  My example is below.



My example duplicated event is below.  All of the settings (colors, tickets/products, location, etc.) will be carried over from the previous event.



The related resources below link to a wide variety of articles and videos on the event tools.














Related Resources


Article: How To Setup And Use Promo Codes With Events (All Available Options)

Article: How to Use the Event Contribution Total Merge-Field in a Mass Email to Thank Attendees for the Total Amount they Gave at a Specific Event – 2016 Upgrade

Article: How to Setup Different Payment Schedules for Events or Memberships – Ex (Monthly, Quarterly, or Bi-Weekly)

Article: How to Create Custom Email Responders for Specific Events – New 2016 Feature Upgrade

Article: How to Print or Re-Print Event Tickets and Event Order Receipts from your Database

Article: How to Print Name Badges for Event Registrants – Using Avery 5392 Name Badge Paper

Article: Purchase Orders – Manually Enter an Order for Tickets, Products, or Memberships from within an Event, and Record the Related Contribution Record

Article: How to Add a New ‘Event’ to the Drop-Down List for Entering Contributions

Article: Manually Assigning Tickets to Specific Event Attendees (Ticket Holders) after the Original Purchase Order has been Created

Article: Membership Management – Creating & Selling Memberships Online & Manually – Tracking Renewals, Sending Out YE ‘Statements’ & Renewal E-Mails, and More (Nonprofit Only)

Article: Add a Background Image to an Event

Article: How to Style your Event Pages – 4 Example Mock Events – Sample CSS Code with Descriptions

Article: Events 2014 – Part I

Article: Events 2014 – Part II

Article: Display your Logo as a Redirect Link for an Event

Article: Events 2013 | Coupon promo code error messages

Article: Events 2013 | How to Create an Event with Tickets and Merchandise

Video: Events – pay for an event online

Video: Events – Remove Person from Event

Video: Filtered Contribution Columns in Format

Video: Events 2013




Trail Blazer Live Support


http://www.somebodysattic.org/images/phone%20icon_lower%20rez.jpg  Phone:  1-866-909-8700

http://sisyphus-js.herokuapp.com/assets/email_icon-0f32f4da45c2822cbb02fb36f9b9429e.png   Email:  support@trailblz.com

   Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180

   Twitter: https://twitter.com/trailblazersoft



* As a policy we require that you have taken our intro training class before calling or emailing our live support team.


Click here to view our calendar for upcoming classes and events.  Feel free to sign up other members on your team for the same training.


* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.


* This service is included in your contract.



 

Are you ready to learn more? Contact Us