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The following process describes how to create a new event date with a basic schedule, that is delivered to a public audience.
The basic schedule is for events that:
- Have one session that could run over a part of a day, a whole day, or on consecutive days. For example, an event that starts on Monday 9am and finishes on Tuesday (next day) at 5pm, where both days are 9-5pm.
- Have the same presenter(s) and venue for the entirety of the event.
- Each registrant will attend the whole event.
There are a number of steps to complete the event wizard in Arlo. Click on the links below to go straight to the instructions for a particular step.
- Type - Choose the type of event.
- General - Enter the general details of the event, e.g. the name, code, and price, etc.
- Website - Enter information about the event to be displayed on your website.
- Schedule - Enter the dates, presenter(s), and other logistics of your event.
- Registrations - Choose the registration method, period of registration, and set registration limits.
- Communication - Choose and edit automated emails sent to registrants.
- Approve and confirm events - Approve and (if required) confirm any events in a tentative state.
Create an event
- Open the Events menu.
- Press New event.
Choose the type of event, e.g public or private event that is new or adding a new date to an existing event template.
- From the Create a new... section, select New public event.
- If you have presets loaded that you wish to use for this event, from the Wizard options, click Select preset.
Existing event template?
- If you have not run this event in Arlo and have no template for it, select I have not run this event before.
Note: This will also create a new event template to be used in the future.
- If you have run this event in Arlo or there is a template for it, choose I have run this event previously and would like to schedule another, and then select the template from the list.
- Press Next.
If you are using an existing template, you can skip to the Schedule step if you do not need to change any of the events website information or pricing since it was last run.
Enter the general details of the event, e.g. the name, code, and price, etc.
- From the General details section, enter the event name, and codes of your event.
Note: Arlo recommends using the default codes which it will populate.
- If you have a specific administrator responsible for the event, assign them as the event/template manager. Event managers can be assigned tasks created using task sets, run reports for their events, filter them on the events list and dashboards in Arlo, and will receive automated change notifications about them.
- From the What is the schedule? section, select Basic.
- From the Where will it be delivered? section, select At a venue.
- From the Price section, enter the price per registrant. If the event is free, enter 0.
- Select whether the price is including tax, excluding tax, or tax free from the drop-down.
- If required, add your accounting codes and Xero tracking codes.
- If required, add professional development points or hours.
- Press Next.
Enter information about the event to be displayed on your website.
- From the Website page section, ensure your visibility settings are correct.
Hint: The website visibility will be set to published by default meaning anybody can find the event on your website.
- If you are hosting the web content externally, edit the Page hosting settings and add the URL of the page with your event content.
- From the Website page content section, select the category/s the event should be displayed in on your website.
- Enter the information about your event that will be displayed on the event's website page.
Hint: Learn how to add new website content sections or to correct badly formatted text copied from Word (Bad HTML).
- From the Website event content section, select if the event date should be published on your website, and whether or not the event should be published on your event list page.
- Choose when the event should be published on your website.
- From the Lead generation section, select whether or not you would like to accept leads on the events website page.
- From the Schedule details section, enter the date and time your event starts and ends. Note: Arlo will use these details to generate the calendar appointment sent to registrants.
- Type in the event venue, and room if necessary.
Note: If the venue does not exist click + New to create a new venue.
Hint: You can use the venues and rooms scheduler to look for available venues.
- Add your presenter(s).
Note: If the presenter does not exist click + New to create a new presenter.
Hint: You can use the Search... or the presenters' scheduler to look for available presenters.
Note: If your presenters need to be confirmed, you can add provisional presenters.
- If required, assign support staff to the event.
- From the Options section, click +Add option to add any optional extras you would registrants to be able to purchase with their registrations.
Note: Learn more about optional extras.
- If required, add your room setup and catering details for logistics management reporting.
- Press Next.
- From the General section, select Accept website registrations.
- Select the registration method appropriate for your event.
Hint: If you need to take payment from registrants, select Order Process. If the event is free, select Quick Registration. If it is an external event and you are not managing the registrations, select URL.
- Select the period that registrations will be open and closed for the event.
- Select the registration policy for your event.
Hint: Learn more about registration policies.
- From the Website registration form section, select the registration form for this event.
Hint: Unless you need a specific field just for this event, you should use the default registration forms.
- From the Registration limits section, enter the registration limits and alerts for the event if required.
- Press Next.
Choose and edit automated event emails sent to registrants.
- From the Communication schedule section, ensure all appropriate emails you want to be sent are enabled.
- To activate an email click, Activate. To disable an email, click Deactivate.
Hint: Active emails will appear as a white line, deactivated emails will appear as a shaded grey line.
- Click Activate to send event reminder emails to be sent to registrants. View a preview of a reminder.
- Click Activate to schedule any follow-up emails sent to registrants.
Hint: We recommend only sending follow up emails either to all registrants, or attended and not attended registrants. View a preview of a follow-up email.
- Click Activate to schedule any automated reports to be sent to presenters.
Note: This feature is only available on Arlo Enterprise.
- Click Edit to add special instructions to the presenter confirmation.
- Click Edit to add special instructions to the venue booking contact confirmation.
- Click Edit to add special instructions and attachments to your registration confirmation (event instructions) email sent to registrants.
- Click Edit to customize the follow-up emails sent.
- From the Sender details section, check that the sender details are correct for your event.
Approve and confirm events
- If you wish for the event to be published immediately, and have finalised the event details press Create and approve.
- If you want to save the event, but do not want to publish it or have any communication sent out press Create as draft. You will be able to approve the event when you are ready. Learn how to approve draft events.
If you have the event confirmation workflow turned on you will also need to confirm the event is running. Learn more about the event confirmations workflow.
- Open the event you would like to confirm.
- Click Confirm this event.
- Select the appropriate confirmation actions and Press Confirm event.
Note: Communication associated with a confirmed event may take up to 15 minutes to be sent.