How to Add an Event?

To add an event to the Event List, follow the steps below.

1. On the M360 - Event List page, click New M360 - Event.

Note: You can alternatively create a new Event by navigating to Events> Manage Events > Events and clicking New.

The M360 - Event page is displayed.

2. Enter/select the values in the required fields.

For more information, please refer to the following sections:

3. Click Save.

The new event is successfully created and added to the Event List.

You can update or view in detail the event added to the list by clicking on Edit/ View in the desired Event row.

Primary Information

The Primary Information section within the Event form allows you to set the values in the associated fields that are essential.

Please refer to the table below for field names and descriptions:

Note: All fields with an asterisk (*) are mandatory.

Fields	Description
CUSTOM FORM	Specific form designed to collect information regarding event By default, the M360 - Event Form is displayed.
INACTIVE	Deactivates the event
NAME	Name of the event
DESCRIPTION	Detailed description of the event
EVENT FORMAT	Nature of the event The available options are In-person - The event takes place in a physical location with people gathered for face-to-face interaction. Virtual - Online event conducted through digital platforms.
EVENT TYPE	Classification of events such as conferences, workshops, webinars, etc.
WEB PROCESS FLOW	Process flow for the web related to this event Note: You can add a new web process flow if it is not listed in the available options. For more information, please refer to How to Add a Web Process Flow.
BOOTH WEB PROCESS FLOW	Process flow for the booth web related to this event Note: You can add a new web process flow if it is not listed in the available options.
CATEGORY	Type of event Note: You can add a category if it is not listed in the available options. For more information, please refer to How to Add a Category?
DEFAULT TICKET	Default entry pass for the associated event
START DATE	Date of commencing the event
END DATE	Date of the last day of the event
REGISTRATION CUTOFF DATE	Last date for the event to register for the event, post which registration is not possible
EARLY BIRD CUTOFF DATE	Last date to avail early bird rate for the event, post which normal rates are applicable
PAYMENT DUE DAYS PRIOR TO EVENT	Number of days due for the payment on an event invoice generated before the start of the event
SEAT MANAGEMENT MODE	Method used for seat management The available options are: Waitlist Enabled - The participants can reserve a seat even after the maximum number of seats are filled, placing them on the waiting list. The priority in such cases is given to the participant on top of the list when a seat is available due to cancellation or changes. Waitlist Disabled - The audience cannot register once the maximum number of seats is filled. Allowed Overlook - The maximum seating capacity is overlooked and participants can continue reserving their seats upon reaching the maximum seating capacity.
CHECK IN QR CODE	QR Code applicable for participating in this event
MINIMUM ATTENDEES	Minimum number of participants required to start the event
MAXIMUM ATTENDEES	Maximum number of participants the event can have
ESTIMATED AUDIENCE SIZE	Approximate number of participants expected for the event
EVENT WAITLIST WINDOW MULTIPLIER	Frequency set for the system to check the waitlist during the event to allocate seats to the participants It also is the time allocated for the waitlist participant to respond after the seat allotment. If the participant fails to respond, the seat is offered to the next participant on the waitlist.
EVENT WAITLIST TEMPLATE	Template to be used to manage the event waitlist
EVENT SESSION SEAT MANAGEMENT MODE	Method used for allocating seats during a session in the event The available options are Waitlist Enabled - The participants can reserve a seat even after the maximum number of seats for the event session is filled, placing them on the waiting list. The priority in such cases is given to the participant on top of the list when a seat is available due to cancellation or changes. Waitlist Disabled - The audience cannot register once the maximum number of seats for an event session is filled. Allowed Overlook - The maximum seating capacity is overlooked and participants can continue reserving their seats upon reaching the maximum seating capacity.
EVENT SESSION WAITLIST WINDOW MULTIPLIER	Frequency set for the system to check the waitlist during the event session to allocate seats to the participants It also is the time allocated for the waitlist participant to respond after the seat allotment. If the participant fails to respond, the seat is offered to the next participant on the waitlist.
EVENT SESSION WAITLIST TEMPLATE	Template to be used to manage the event session waitlist
STATUS	Current status of the event
VENUE	Physical or virtual place where the event is held
CITY	City where the event is conducted This field auto-populates when the venue is selected.
STATE	State where the event is held This field auto-populates when the venue is selected.
CHAPTER EVENT	Chapter conducting the event
PRIVATE EVENT	Indicates the event is private
PRIVATE EVENT LABEL	Name of the private event
PRIVATE EVENT MESSAGE	Message regarding the private event
EVENT GROUP	Category to which the event belongs
AVAILABLE FOR ONLINE REGISTRATION	Whether or not the event is open for online registration
ALLOW ADD ON TAB	Whether or not the event allows additional features or services.
SUBJECT AREAS	Specific topic covered in the event
SURVEY	Method used for surveying the outcome of the event
IMAGE SET	Set of images to be used for this event by default
SESSION ATTENDANCE METHOD	Method used for collecting the attendance during the event session
SESSION CHECK-OUT GRACE PERIOD (MINS)	Extra duration that is given to the participants to sign off on an event session after its conclusion.
SESSION CHECK-IN GRACE PERIOD (MINS)	Extra duration that is given to the participants to sign in an event session after it has commenced.
SESSION CERTIFICATE TEMPLATE	Template used for certifying the participants of the session
TRANSACTION DEFAULT LINE	Default values set for transactions related to this event
SURVEY EMAIL TEMPLATE	Template used for the survey of the event via email

Web Display Options

The Web Display Options section within the Event form enables you to configure the event information displayed on the web page when this event is selected.

Please refer to the table below for field names and descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
PRODUCT LISTING PAGE IMAGE	Image displayed to illustrate the event on the Product Listing page
PRODUCT DETAIL PAGE IMAGE	Image displayed to represent the event on the Product Detail page
PRODUCT DETAIL PAGE WEB TEMPLATE	Template used for detailing the web page of the event
ABOUT SECTION TITLE	Name for the event About section
WEB TITLE	Title of the event web page.
WEB SHORT DESCRIPTION	Short description of the event on the web page
WEB LONG DESCRIPTION	Detailed description of the event visible on the web page
WEB SORT SEQUENCE	Sorting sequence of the events on the web
SHOW TICKETS	Whether or not to show tickets for the event
TICKET SECTION TITLE	Label for the event Ticket section
SHOW BOOTH	Whether or not to show the booth shown at the event venue
BOOTH SECTION TITLE	Label for the event Booth section
BOOTH SECTION DESCRIPTION	Detailed description of the event displayed on the Booth page
BOOTH SECTION LINK LABEL	Label that links a specific booth section within the web page of the event
BOOTH SECTION IMAGE	Whether or not the images to be used for this booth by default
BOOTH PAGE TITLE	Name of the booth page.
SHOW SPONSORSHIP	Whether or not to display the sponsorship
SPONSORSHIP SECTION TITLE	Label for the event Sponsorship section
SPONSORSHIP SECTION DESCRIPTION	A detailed description regarding the sponsorship section on the webpage
SPONSORSHIP SECTION LINK LABEL	Label of the link to the Sponsorship section within the Event web page
SPONSORSHIP SECTION IMAGE	Default images for the sponsorship section
SHOW SESSIONS	Whether or not to show the session on the web page
SESSION SECTION TITLE	Label for the event Session section.
SHOW CREDIT INFORMATION	Whether or not to display the payment credit details of the event participants
CREDIT INFORMATION SECTION TITLE	Label of the credit information section
SHOW SPEAKERS	Whether or not to display the event speakers on the Event web page
SPEAKERS SECTION TITLE	Name for the Speakers Section on the Event web page
SHOW ATTENDEES	Whether or not to display attendees on the Event web page
ATTENDEE SECTION TITLE	Label for the Attendee section
SHOW VENUE	Whether or not to display the Event venue on the Event web page
VENUE SECTION TITLE	Label for the event Venue section
SHOW HOTEL ACCOMODATION	Whether or not to display the hotel accommodation on the Event web page
HOTEL ACCOMODATION	Hotel accommodations that are available for event attendees
SHOW DRIVING DIRECTIONS	Whether or not to display the driving directions for the event venue on the web page
SHOW GALLERY	Whether or not to display the gallery on the web page
GALLERY SECTION TITLE	Label for the event Gallery section on the web page.
GALLERY IMAGE 1	Default image for the gallery section
GALLERY IMAGE 2	Default image for the gallery section
GALLERY IMAGE 3	Default image for the gallery section
GALLERY IMAGE 4	Default image for the gallery section
GALLERY IMAGE 5	Default image for the gallery section
SHOW SPONSORS	Whether or not to display the sponsors on the web page
SPONSOR SECTION TITLE	Label for the event Sponsor section
SHOW CLASSES	Whether or not to display the classes on the Event web page
CLASS SECTION TITLE	Label for the event Class section
SHOW FAQ	Whether or not to display the FAQ on the Event web page
SHOW CONTACT INFORMATION	Whether or not to display the contact information on the Event web page
CONTACT INFORMATION	Contact information to ensure attendees can easily reach out with any questions
SHOW EXHIBITORS	Whether or not to display the exhibitors’ details on the event website
EXHIBITOR SECTION TITLE	Label for the event Exhibitor section
EXHIBITOR SECTION LINK LABEL	Label or identifier used to link the Exhibitor section within the Event web page
SHOW CANCELLATION POLICY	Whether or not to display the cancellation policy for the event venue on the website
CANCELLATION POLICY	Policy applicable by default when canceling the event
TRANSLATION JSON	Translation JSON code of the Event page
SORT SPONSORS BY	Sponsors of the events are sorted based on the selected option The available options are: Sponsorship Level Sequence Sponsorship Logo sequence
BOOTH PAGE IMAGE	Default image on the Booth page
BOOTH IMAGE	Default image for the Booth of the event to be displayed

Resources

The Resources section on the Event form allows you to add the details of the event resources such as the event resource names, attendees, and the associated attendee types.

Please refer to the table below for field names and descriptions:

Note: All the fields with an asterisk (*) are mandatory.

Fields	Description
M360 - EVENT RESOURCE NAME	Name of the Event resource
ATTENDEE	Participant of the Event
ATTENDEE TYPE	Type of attendee category to which the participant belongs such as Speaker, Guest Lecturer, etc.
PRICE LEVEL	Discounted price allowed for the specific attendee category for the Event This helps to simplify the process of managing attendee payments.

Click Add after entering the required fields in the Resource section to save the data. You can add more attendees to the Event if required.

Chapters

The Chapters section allows you to add the associated Chapters for the event.

Budget

The Budget section allows you to set the budget for the event and define the event unit, unit quantity, and unit cost.

Please refer to the table below for field names and descriptions:

Note: All the fields with an asterisk (*) are mandatory.

Fields	Description
BUDGET CATEGORY	Budget group associated with the event
UNIT	Type of unit associated with the event
QUANTITY	Number of units set up for this event budget
UNIT PRICE	Cost per unit
AMOUNT	Total amount for this event budget

Click Add after entering the required fields in the Budget section to save the data and to add more budget.

Sessions

The Sessions section allows you to add details and schedules of the various sessions that are associated with the event.

Please refer to the table below for field names and descriptions:

Note: All the fields with an asterisk (*) are mandatory.

Fields	Description
M360 - EVENT SESSION NAME	Name of the event session
ROOM	Location where the session will be conducted
SHORT DESCRIPTION	Brief description of the session
DESCRIPTION	More detailed description of the session
DATE	Scheduled date for the session
START TIME	Commencing time of the event session
END TIME	Ending time of the event session
FORMAT	Chosen layout for conducting the event session
MINIMUM ATTENDEES	Minimum number of participants required to start the event session
MAXIMUM ATTENDEES	Maximum number of participants the event session can have
ESTIMATED AUDIENCE SIZE	Approximate number of participants expected for the event session
REQUIRES ENROLLMENT	Whether or not to mandate the participants to enroll for the event session
SESSION CATEGORY	Group of the event session
SESSION TRACK	Thematic grouping of sessions which helps the participants to select the relevant event
LEVEL	Complexity level of the event content Beginner - Event content is specifically designed for learners with no prior knowledge of the subject and focus on fundamental concepts. Intermediate - Event content is specifically designed for learners with basic knowledge of the subject and moving to the next level of complexity. Advanced - Event content is specifically designed for learners with an intermediate level of knowledge of the subject and going to the more advanced level.
AUDIENCE	Preferred target audience for the event session
RESERVED SEATING	Whether or not to mandate the seats to be reserved for the sessions
SEATING LAYOUT	Seating arrangements for the event sessions
TEST	Assessment associated with the event session
TEST EMAIL TEMPLATE	Assessment template to be sent via email by default to the participants associated with the session
TEST SENT DATE	Date of sending the assessment to the participants
SURVEY	Method used for surveying the event sessions
SURVEY EMAIL TEMPLATE	Email template selected for sending out the associated sessions survey via email
SURVEY SENT DATE	Date when the survey for the event session was sent
FEATURED ON EVENT	Individuals, organizations, or elements that are highlighted in the event session
SEAT MANAGEMENT MODE	The method used for seat management. The available options are: Waitlist Enabled - The participants can reserve a seat even after the maximum number of seats are filled, placing them on the waiting list. The priority in such cases is given to the participant on top of the list when a seat is available due to cancellation or changes. Waitlist Disabled - The participants cannot register once the maximum number of seats is filled. Allowed Overlook - The maximum seating capacity is overlooked and participants can continue reserving their seats upon reaching the maximum seating capacity.
WAITLIST WINDOW MULTIPLIER	Frequency set for the system to check the waitlist during the event session to allocate seats to the next participants It also is the time allocated for the waitlist participant to respond after the seat allotment. If the participant fails to respond, the seat is offered to the next participant on the waitlist.
WAITLIST TEMPLATE	Template to be used to manage the session waitlist
CHECK IN QR CODE	QR code displayed on the Event page for participants to check in to the event session
CHECK OUT QR CODE	QR code displayed on the Event page for participants to check out of the event session
ARCHIVED	Enabling this feature will archive this event session

Click Add after entering the required fields in the Sessions section to save the data.

Professional Credits

The Professional Credit section in the Event form lets you see and adjust the numerical value given to a session to measure a participant's successful completion of the course. This helps track the participant's progress through the accumulation of credit points.

Please refer to the table below for field names and descriptions:

Note: All the fields with an asterisk (*) are mandatory.

Fields	Description
EVENT SESSION	Session of the event for which the professional credit is applicable
CREDIT TYPE	Type of credit used for measuring and recognizing the completion of event sessions
CREDIT UNITS	Number of units awarded upon completion of the event session
VALID FOR(MONTHS)	Duration of the validity for the event credit points

Click Add after entering the required fields in the Professional Credits section to save the data.

Registrations

The Registration section within the Event form allows you to add the registration details for an attendee such as the billing details for the session.

Please refer to the table below for field names and descriptions:

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
ATTENDEE	Participant of the event session
BILL TO	Individual/ entity to whom the invoice is billed to
REGISTRATION DATE	Date of registration for this event session
INVOICE DUE DATE	Due date for payment of the invoice
STATUS	Current status of the registration
SALES ORDER	Sales order number is auto-populated
INVOICE/CASH SALE	Invoice or Cash Sale receipt number is auto-populated
PRICE	Amount for the registration is auto-populated
PAID IN INSTALLMENTS	Whether or not the payment can be made in installments for this event
TICKET	Ticket for the event
REGISTRATION ADJUSTMENT	Registration number adjusted on the waiting list
KEEP REGISTRATIONS PRIVATE	Whether or not to maintain the privacy of the registration details
CHECKED IN	Whether or not to check in the participant
OPPORTUNITY STAGE	Status showing the progression stage of registration
OPPORTUNITY
ESTIMATE	Estimation of the event
PAYMENT TERMS	Frequency at which the payments are due
BILLING SCHEDULE	Schedule set up for billing in this registration

Click Add after entering the required fields in the Registrations section to save the data.

How to Add an Event?

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