Creating events in Momentify is quick and simple. Follow these steps to set up and manage your events seamlessly.
Step-by-Step Guide
Navigate to the Events Page
Log into Momentify and select the Events tab from the main menu. This will take you to the event management section.
Click on "Create Event"
In the Events page, locate the Create Event button (typically at the top right corner) and click it.
Enter Event Details
You’ll be prompted to fill in the following details:
Event Name: Give your event a unique, descriptive title.
Application Display Title: This will display as the title in the device application.
Event Date: Select the start date and end date for your event.
Event URL (Optional): For quick access to the event, enter the URL for the event.
Configure Settings
Customize your event settings based on your needs:
Template: The template in your Workspace that will contain the relevant content and lead traits.
Registration Mode: Select the method you will use to select lead information.
Other Settings: Adjust any other settings specific to your event requirements.
Save
After confirming all the details, close the Settings panel by clicking on the "X" to make the event active. Don't worry, all your settings automatically save! The event will now appear in your organization’s Events list, accessible to users based on their permissions.