Event Templates Skip Navigation

Creating an Event

The instructions below will walk you through the creation of an event in iModules.
Event Template Screen Shot

Content Properties

These instructions will cover all of the steps you would take in basic mode. If you need more help, or options you can toggle the advanced mode or reach out for help at ext. 6408.
Instructions
Event Name
  • Enter an event name

Event Listing / Calendar
  • Event Homepage Listing
  • Event Listing

Custom URL
  • Enter an extension to create a custom, user-friendly URL
Available options
  • Allow publishing to Facebook with this form -
  • Allow publishing to Facebook with this form -
  • Do Not Save Form Data if the (non-logged in) user does not complete the form -
  • Display breadcrumbs -
  • Pre-populate user profile data from return link -
  • Allow users to comment -

Start Date and End Date
  • Date range of the event

Event Type
  • Event with Detail Page and RSVP/Registration

Registration Date Range
  • Select the time period you would like users to be able to register for the event

Detail Page Layout
  • ****Master Event Template

After filling out the above fields hit the create button.

Event Center Content

When creating a new event begin as you would normally. Fill out the advanced mode of the content properties, and make sure to always click enable identity checkpoint for this form, and allow users to comment. Be sure you to use the ****Master Event Template.

Once you hit the create button use the steps below to finish the event creation. Make sure you do not put the name of the event on the page again as it is already the title of the page.
Step 1
In the event description pane enter your welcome message or "You are invited..." text. Hit the return or enter key once.
  • For example: All alumnae are cordially invited to this unique networking opportunity!
Step 3
Choose a photo from the folder, and then click Properties. Add alt text (a short description) and a long description of the photo. Click the insert button.

It is important to add alt text and a description to maximize the accessibility of the content for users with disabilities.
Step 5
Enter the date and time information. Do not hit return or enter, move onto the next step.
  • For example: Thursday, May 30, 2013 - Sunday, June 2, 2013 – 3:00 p.m.
Step 7
Hit return or enter twice to add two line breaks and enter the following contact information:
  • For example: Register online by clicking the button below, or contact Alumni Relations at 315-228-7439 or alumni@colgate.edu.
Step 9
Highlight the welcome message or "You are invited..." text and choose heading 5 from the paragraph style drop-down list.
Step 2
Click on the image manager icon and browse to the folder named event_template_photo. Double-click this folder.
Step 4
Hit the return or enter key twice to add two line breaks after the photo.
Step 6
Enter your detailed event information directly after the date and time:
  • For example: Alumnae are invited to join current members of the student group, Colgate Women in Business, for an exciting evening of networking! Come meet current students interested in the business world and make new Colgate connections.
Step 8
Highlight the date and time information and choose heading 2 from the paragraph style drop-down list.
Step 10
Fill out the contact and location information as you would normally, and hit the Next button to finish your event.

Managing the Event Registration Form

There are many aspects to managing the event registration form including steps, categories, fields, e-mails, etc. Below covers the basic aspects, please reach out for more advanced help.

By default the following fields are available:
  • First name
  • Last name
  • E-mail
  • Are you attending
  • Guest names
  • Message to the coordinator
  • Opt out of the attendee list
New Fields
  1. Make sure you are in the Category you want to add a field to.
  2. Click Manage Category  and then choose Add New Field. 
  3. Field Name: This is the name visible to Admins when searching the database. It can be thought of as the more “technical” or shorthand name. It will default to being the Display Name as well if a different Display Name is not entered.
  4. Display Name: The Display Name should be a more attractive/user friendly version of the Field Name. It can be thought of as the full question you want to ask or the piece of data you want to collect.
  5. Check the Make this Field Required box to force users to fill in the information in the field.
  6. Data Field Type:  Select the type of data field you want to use, such as dropdown list, checkbox, etc. Depending on the type of data field you pick, you may have additional information to enter.
Existing Fields
  1. Make sure you are in the Category you want to add a field to.
  2. Click Manage Category and choose Add Existing Field. 
  3. Select Fields:
  • Quick Fields List – Choose from an alphabetical list of fields to add to your form.
  • Select from a form - Select from a list of existing fields by searching previously created forms to find the desired field.  Click on the plus signs (+) to drill down in the hierarchy to select a field.
  • There are two options available for using an existing field if it is “cloneable”. (Profile fields are not set up to be cloned, so you will go directly onto the event registration form once the field is selected.)
    • Copy (Reuse) - Copy will re-use the existing fields, and any changes made on the form will be saved on the original also.  This is the most commonly used option.
    • Clone (Save As) - This option will allow you to do a "save as" and give the field a new name for this form without affecting the original field. The field will look like the original field, but will be considered its own “new” field.
  • Make your selection and click Add Selected Fields.
Review / Finish Page
  1. From Manage Form choose Review/Finish Page.
  2. Make the necessary changes (if any) on the RSVP Yes and RSVP No tabs.
  3. Click Save.
Admin Confirmation E-mail
  1. From Manage Form choose Admin Confirmation E-mail.
  2. Modifications can be made to the From name, the E-mail From address and the Subject.
  3. Additional Administrators can receive the e-mail by typing in the e-mail address and clicking Add.
  4. A default message body is provided; however, changes can be made.
  5. Click Save to save your changes.
Member Confirmation E-mail
  1. From Manage Form choose Member Confirmation E-mail.
  2. Modifications can be made to the From name, the E-mail From address and the Subject.
  3. Administrators can also be added to receive the member e-mail by checking Check here to add others to receive copies of this e-mail.
  4. A default message body is provided; however, changes can be made.
  5. Click Save to save your changes.

More Information

If you have any questions, please contact Dave Herringshaw at 315-228-6408.