Event types are a way to group recurring or like events so that new events within this event type group will inherit the properties of that event type. Global Admin users with level 10 access can add a new event type by going to Events>Event Type Management, and use the ‘add new’ box to create a new event type.
To Associate an event with an Event Type
New Event (preferred method)
When creating a new event (Events>List Event>Add New Event form), select the event type as you fill out the form. Whenever possible, be sure to associate the correct event type with an event when the event is created to gain the benefits of the data flow, described below.
You can change the event type associated with an event by going to Events>List Event and select an event to edit; or select the event you would like to edit, and then go to Events>Features>View and Edit Event. Select the event type from the drop down, and click Save.
How Events use Event Type
Using event type enables the event manager to setup criteria such as product categories or tracks one time for an event type. Other data, like booth profile and the rate card, is copied from the previous event of the same event type but are edited at the event level not the event type level.
Frequently Asked Questions [FAQ Management] (Shared) - this module is used to create a FAQ page, or pages, for Attendees, Exhibitors, Sponsors, or other visitors to your public event site. These questions are shared through all the events of the same type.
Product Categories (shared) – the list that is available for exhibitors to select from when filling out their online booth profile is kept at the event type level. Any edits to the product categories will affect previous years’ data. The best practice is to add new product categories or subcategories, and un-display those that are not being used any longer.
Booth Profile (copied)– All the profile information will copy at the time of reserve or assignment, from the previous show of the same event type that the company exhibited. Any changes will not affect previous events. Note: Each event can be configured to override this functionality and instead copy the data from the company record (company info tab). If you would like to explore this option, discuss the configuration options with your a2z project manager.
Financial Set Up (Copied) – All the information from the previous event of the same event type is copied over to the new event. Any changes will not affect previous events.
Sponsorship Types (shared) - The list that is available when you are adding a new sponsorship in the Online Sponsorship Sales module is shared between all events of the same event type. Any edits to the list will affect previous year's data.
Session Criteria (shared) - the lists/drop down boxes that are available for admin users to select from when filling out the session information are kept at the event type level. These include track, duration, session type, ability level, and super track. Any edits to this data will affect previous years’ data. The best practice is to add new criteria and un-display those that are not being used any longer. NOTE – Session dates are event specific, and are not affected by event type.