Examples

Admissions

Examples of admissions events include:

• Campus tours

• Information sessions

• Open houses

• Admitted student events, and more

Student Success

Examples of student success events include:

• Academic Advising Sessions

• Lunch and Learns

• Student Club/Organization Events

• Orientation Events, and more

Advancement

Examples of Advancement events include:

• Alumni events

• Homecomings

• Class reunions, and more

Event templates

Event templates save time and effort by keeping event configuration centralized in event templates.

Event templates can be used to add recurring events en masse, without the need for any additional configurations. All events that have an event template inherit that template’s registration form and communications.

If you need to make changes to these items after events have been created from a template, those changes can be made at the template level.

⭐ Best Practice

Always use an event template, even if only one event uses that template at the moment.

To create an event template:

1. Events in the top navigation bar.

2. Click New Template.

3. Enter the following User configurations:

   • Template Name - Give template a descriptive name.

   • Status - Make template Active.

   • Time Zone - The Timezone setting Autodetect from Location will use the information entered on the Location tab to determine the timezone of event.

   • Privacy - Checking this on a template will hide all events that use this template. Normally this will be left unchecked at the template level.

   • User - This will default to User's name but may be changed to another user.

   • Admin Notify Email - Skip this setting at this time.

4. Location and Description - If desired, enter information on the Location tab or the Description tab. This information will be passed down to events using this template, although this can be overridden on the individual event.

5. Limits - If this type of event has a registrant limit, this may be set that at the template level. Events using this template will honor this limit unless a different registrant limit has been set on the individual event. 

Override Template Info

It is possible to override the basic event template settings on an individual event basis. For example, a single information session may meet at a different location than usual, and therefore has a lower registration limit. The location and registration limit for that individual event may be changed without impacting other events associated with that event template. Since the event is still associated with the event template, the registration form, event communications, and landing page will still function as normal.

Location

If the event regularly occurs in the same location (for example, a campus tour always begins at the admissions office), enter that location information in the event template:

• Online Event - Leave this box unchecked.

• Location Name - Enter the location name.

• Address Information - Enter address information.

• Preserve Formatting - All addresses are sent to the USPS for validation and standardization. Check this box to prevent the address from being updated. This is generally useful for addresses where the USPS abbreviates a city name, or if a building name or room number information should be included. This setting will not remain checked once the event is saved, though the formatting will have been preserved. 

Description

• Optionally include a description of your event. This description will display on the event registration page beneath the Title, Time, and Location information:

Notes

Any information provided on the Notes tab will only display administratively.

When basic template configurations are saved, the Template Management screen appears.

Event Form

Constructing a registration form for an event template will ensure that the same form is used for every event using that template. For example, if it is decided later that one more field should be added to the campus tour registration form, the form associated with the template may be modified and will update the registration forms for all of the existing campus tour events.

Create Events

On the Template Management screen, click the button to batch-generate individual events. Provide details for your events:

1. Select the desired template.

2. Click Create Events.

3. Enter the following configurations in the popup window:

   • Page Title - Name the event. This title will appear on the public registration page.

   • Folder - Important: Create a folder for events. Folders are Critical! Events will be publicized based on folder names. Be sure to provide clear and informative folder names (e.g., “Campus Tours”). 

   • Status - Set the status to Confirmed/Active.

   • Recurrence - If creating more than one event, click the Recurrence box.

   • Date Range - Provide the date range for which events should be created, and the time of the events.

   • Deadline - Provide a deadline, if required.  If no deadline is provided, Slate will use the Start Time.

   • Activation Date/Time - Provide an activation date/time if required. If left blank, the registration form will be live immediately upon marking the status as confirmed/active. 

   • Weekdays - Select the days of the week during which  event occurs. In this example, a Campus Tour will be scheduled for Monday, Wednesday, Friday, and Saturday at 1:00 pm during for first 10 days in November.

   • Registrant Limit - Navigate to the Limits tab to provide a registration limit, if desired. If template has a limit, that limit will be used once events are created.

   • Privacy - Leave the Privacy setting unchecked.

   • User - Will default to user name.

4. Provide location information for events on the Location tab. If event template includes this information, the template address information will be used once events are created.

5. A description may be included on the Description tab. This information will display below the page title for an individual event. If the event template includes a description, the template information will be used once events are created.

After saving, the individual instances of the event will be created and will display on the Template Management screen.