Events are available for clients with an established i360 Action site. Please contact your account manager if Action would be a useful feature for your organization. Preview an action site here.
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Before creating an event, create a list in Search or Contacts > Management that is made up of the individuals you want to invite. Individuals must have an email attached to their i360 profile to receive an invitation. To narrow down who has an email, visit the Contact tab in Search or Contact Information tab in Contacts Management. You'll select 'Has email' to narrow down your list. Please contact your i360 account manager if you are interested in purchasing emails.

Consider how you want to track the people that enroll in your event. If the event is supporting a specific issue, do you want to create a tag for that issue and tag the person? Streamline the set-up process by figuring out what your data goals are before publishing the event. For information on creating tags, check out this guide.
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Events are accessible from Field > Events.

Select 'Create' in the bottom right corner to get started with creating an event on your site.

Enter a title, subtitle, and select topics applicable to this event. Primary topics are required and secondary topics are optional. Primary topics appear on the action itself, while secondary topics are associated when searching for it in Search or Contacts Management later on.

Topics are created from the 'Shortcuts (+)' tab in the navigation bar. Select 'Content Topic' to create. Review our guide on creating content topics here.

Select whether to apply a content topic to the Page or Page and Respondent.
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Page: The content topic will appear on the action.
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Page and Respondent: The content topic will appear on the action and attach a tag to the respondent.

Choose a publish date. Setting an end date will be available on the next page, if you'd like to apply one. This is not the same as the event date.

Select the action site associated with your organization. Most clients will see one option available here.

Choose the action center tab for 'Events'. Please reach out to support if you don't see this option available.

Enter a page URL that is not a duplicate of other URLs on your site. The box will highlight as red if the URL cannot be chosen.

Create a legal disclaimer that will appear at the bottom of your event. Insert a label so you can re-use it later under 'Legal Disclaimer Template'. Check the box to 'Enable User to Accept Terms' if you would like the person enrolling in the event to agree to the terms and conditions. You may also require this option and label it.

Select 'Create Event' when ready to move on to settings.

Many settings that you noted on the 'Create' tab will be editable on the Settings page. If you want to change the name of the event, simply click the event title in the top left to edit (ex. Business Roundtable).

Choose a page that individuals will see after enrolling in your event. The default is set to 'Thank You for Registering', although you may also choose to redirect to an external link, such as your main website.

Display or hide an option to share and recruit.

Select the state that your event is in and indicate an estimated amount of attendees. You can change this number at any time.

You would have selected your topics, tab, and legal disclaimers on the previous tab. Update those on this page if you need to make any changes.

Add a publish end date on this page. You can choose to leave this blank if you'd prefer to keep the event up after it passes.
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Under the start and end date, add an image to 'Custom Social Share Image' if you would like to attach an image to your social link. This will appear if you choose 'Display' for Share and Recruit. You can choose from a set of default images, or upload your own following this guide.

Select the setting of your event, whether it is online, in-person, or hybrid.

Choose to make the link public on your site or hidden as a private.

Check the display options that you'd like to apply to this action:

Other checked options include:

If applicable, Metadata is also available to apply to your action.
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A description was applied on the initial creation page, but can be edited on this tab.

Apply a background to your event webpage by adding a featured image. Choose a default image or add your own following these steps. Choose a gradient overlay type to help the text be more visible.

Add the event address and choose to display a map preview on your site by selecting 'Display'. To preview the map yourself, check 'Preview map'. Shipping address is also available, if that is applicable to your event.

Include the name of the venue, the date of the event and the time range.

Check if you'd like to provide tickets for the event. Upon checking this option, you'll be asked to indicate how many tickets are available (quantity), the name on the ticket, and the number of tickets each person can request.

Under Contact Form, indicate which fields you'd like the main contact to fill out. First name, last name, phone, email, and zip are required by default. Add additional fields from 'Edit Fields'.

​Tag Respondent: If the tag is set to 'Hide', it will be auto-applied to the individual. If set to 'Show' it will display the text you enter in the text box and apply if the box is checked.

Tag Attendees:

Select which tags to apply to enrollees by default.

Display Texting Opt-In: If the box is checked, the person agrees to receive text messages. If you plan on sending texts later on, we recommend keeping this checked.

Indicate the point of contact for the even under 'Event Contact'. This will display on the event page so people can reach out to this person for questions or comments.

Assign the event to users and volunteers to enable the 'Event Check-In' feature on the i360 Walk app. The Events tool is connected to our app so volunteers at the event can check in people once they arrive. This can help you keep track of the people who RSVP versus the people who actually attend.
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As a Portal user, we recommend assigning yourself to the Organizers, Staff, and Volunteers field. Assign other users to Staff and Volunteers. Assign actual volunteers to only the Volunteers field. Include 'Speakers' for conference events.

The People tab is where you'll also select who you're inviting. Ensure you've created a list of recipients using the Search tab or Contacts > Management tab. Retrieve saved searches under 'Audiences' and saved contacts management lists under 'Saved Lists'. Individuals must have an email attached to their i360 profile to receive an invitation. Select your saved list or saved audience on this page and select 'Generate Invitee List' to remove duplicates.

By default, the invitation text will include an email with merge fields. These merge fields will plug in the details that you set up on the previous tabs (event title, time, date, etc.). Edit the language as needed and send yourself a test email to view the invitation.

Decide if you want to send your email when the event goes live or if you want to schedule it. Once the invites have been sent, it will indicate the time and date.

Customize the Reply To Email and the subject line. Other fields are set as default.

Check the box to Set Reminder if you want to remind people to RSVP, or to remind people who have RSVP'd that the event is still happening. You can set the date and time here.

Customize the email that senders receive once they've enrolled in the event.

Send test emails at the bottom to see what the email will look like. Check your spam folder if you do not see an email come through within a few minutes.

View your event details and revisit any previous tabs to make changes. Events are able to be edited at any time, so you may publish or unpublish as needed. Select 'Preview Event' in the bottom action bar to see what the page will look like on your action site.

Hit 'Publish' to make your event go live.
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Checking People into Events

Tracking Event Attendees (coming soon!)
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