Create a New Event Using a Template
Last updated June 12, 2023
Starting in the 'Events' tab in the back office, click on the button "add new event'.
Select the template that best matches your event scenario, and the menu will automatically populate with options that are relevant to your needs.
While template selection can only be made at the beginning of the event creation process and cannot be changed later, the choice of a template does not lock the menu structure. You can still customize the menu and contents anytime after the event is created.
Items Created to Assist With Getting Started
Roles
Two roles are created by default with each template to assist with managing access and visibility to menu items. The majority of menu items are open to all by default. Assigning a role to a menu item restricts access to those participants with the appropriate role.
NOTE: Existing roles can be removed, and additional roles can be added.
- Registrants
- Staff
Additional Items Created By Default
There are several items created as a means of providing examples. These items will need attention to update as appropriate for your event(s).
- Notifications - A single notification is provided as an example.
- Additional Menu Items:
- Admin Portal
- Conference Attire
- WiFi
- Ads - A single RD Mobile ad is provided as an example.
Please update or remove these items as needed while building your event.
Templates
There are currently three templates available for selection. The Conference default template varies slightly based on the solution purchased, Engagefully or Engagefully EVENTS (formerly Eventsential).
Conferences (Engagefully Default - Clients who purchased Engagefully)
The best option for your annual and multi-day conferences but versatile enough for a wide range of events.
It contains the following menu structure:
- Your Personal Resources (Menu Group)
- Admin Portal (Locked: Staff role)
- Plan Your Event (Menu Group)
- Dashboard
- Schedule
- Speakers
- Notifications
- WiFi
- Connect & Network (Menu Group)
- Social Timeline
- Directory
- Direct Messaging
- Leaderboard
- Find Solutions (Menu Group)
- Exhibitors
- Event Logistics
- Maps
- Conference Attire
- Event Details (Mandatory)
Conferences (Engagefully EVENTS Default - Clients who purchased Engagefully EVENTS) (Formerly Eventsential)
The best option for your annual and multi-day conferences but versatile enough for a wide range of events.
It contains the following menu structure:
- Plan Your Event (Menu Group)
- Dashboard
- Schedule
- Speakers
- Notifications
- WiFi
- Your Personal Resources
- Admin Portal
- Connect & Network (Menu Group)
- Social Timeline
- Directory
- Direct Messaging
- Leaderboard
- Find Solutions (Menu Group)
- Exhibitors
- Event Logistics
- Maps
- Conference Attire
- Event Details (Mandatory)
Virtual
Starting template for an entirely virtual meeting.
It contains the following menu structure:
- Plan Your Event (Menu Group)
- Dashboard
- Schedule
- Speakers
- Notifications
- Virtual Resources (Menu Group)
- Admin Portal (Locked: Staff role)
- Desktop & Phone Access
- Connect & Network (Menu Group)
- Timeline
- Directory
- Conversations
- Leaderboard
- Find Solutions (Menu Group)
- Exhibitors
- Event Resources
- Event Details (Mandatory item)
Seminar
Best suited for lunch & learn single-speaker meetings or short single-track events.
It contains the following menu structure:
- About the Seminar (Menu Group)
- Dashboard
- Schedule
- Content Leader
- Notifications
- Admin Portal (Locked: Staff role)
- Seminar Attire
- Connect & Network (Menu Group)
- Discussion Board
- Who's Coming
- Conversations
- Leaderboard
- Venue (Menu Group)
- WiFi
- Maps
- Event Details (Mandatory item)
RD Mobile FAQ
Got a quick question? Check out RD Mobile's FAQ page for a quick answer. A collection of our most common client questions all in one place!
- Can I Copy and Paste an Event?
- What images can I upload to brand my app?
- How can I make changes to my app store listing?
- How often can I update event content in the apps?
- Registrant Profile vs. Participant Profile
- Do unpublished events automatically reflect changes I’ve made to event content?
- Are there differences in how Engagefully looks or behaves across different devices?
- How soon will attendees see the updated content on their devices?
- Can attendees export their sessions to their device calendar?
- Will Engagefully EVENTS work when the attendee doesn’t have Internet connectivity?
- Is it possible for attendees to manually fetch the most recent content?
- Does RD Mobile have surveys and polls?
- How will the custom values appear in the app?
- Where will ads show up?
- What is the difference between the Attendee Roster and Attendee Social Profiles?
- What is RSS?
- How do I remove flagged posts, photos, and comments from the app?
- What is the Personalized Dashboard?
- What different content can display in the Dashboard?
Get Started With Conversations
RD Mobile's Conversations provides a space for members, event participants, committees, and groups to connect and engage. Conversations is available as an add-on to RD Mobile’s Engagefully platforms.
About RD Products
RD Mobile’s industry-leading Engagefully & Engagefully EVENTS apps & platforms power year-round member engagement as well as in-person, hybrid/blended & virtual events - on both mobile & desktop devices.
Get Started With Year-Round Content
Ready to set up your year-round content on the Engagefully platform? Follow these steps to kickstart your engagement.
On-Site Tools & Support
This is a collection of tools, tips and best practices to support your participants leading up to and during your event.
- How To Create a Password for User Profiles - iOS Devices
- Supported Devices
- How To Create a Password for User Profiles - Desktop
- How to Provide Login Assistance using Access Codes
- Assigning Event Support
- Attendee Support Basics
- Registrant Profile vs. Participant Profile
- How To Create a Password for User Profiles - Android Devices
Publish & Promote Your Event
Your event is ready to go, now it's time start engaging participants.
- How to Publish Your Event
- Invitation Email
- Follow-Up Emails
- Email Templates
- App Marketing Resource - How-To Guides
- Increasing App Downloads & Engagement - Marketing Campaign
- App Marketing Resource - Digital Business Card Exchange Promo Image
- App Marketing Resource - Website Samples
- App Marketing Resource - Spinner Samples
Add Basic Event Content
Ready to start adding content to your new event? Learn the basics here in this step-by-step guide.
- How do I create a Notification?
- Setting Up Sessions
- Setting Up Speakers
- How to Reorder Speakers and Designate Speaker Roles
- Setting Up Exhibitors
- How do I create tags for my Event?
- How to Add Registrants
- Registrant Profile vs. Participant Profile
- How to Manage Content In Bulk
- How do I enable and manage the event Dashboard?
- Add a New Menu Item
- Add a Map
- Setting Up Ads
Advanced Event Features
Want to supercharge your event? Browse through this collection of advanced features to determine what your event needs to take it to the next level.
- Event Roles
- How to Reorder Speakers and Designate Speaker Roles
- How to Create Exhibitor Booth Staff, Moderators, and Sponsor Representatives Using Custom Content.
- How to Create Custom Content
- What are Custom Labels used for?
- Event Integrations FAQ
- Embed Sessions on Your Web Site
- Embed Speaker Details on Your Website
- Embed Exhibitor Lists on Your Web Site
- How to Add Surveys, Evaluations & Polls
- Exhibitor Management Portal
- QR Code and Virtual Session Check-In
- Digital Business Card Exchange
- Setting Up Gamification
- Arranged Appointments
- Embed YouTube Content within Sessions
- Embed Vimeo Video Content within Sessions
Create a New Event
Ready to create a new event on the Engagefully & Engagefully EVENTS (formally Eventsential) platform? This step-by-step guide will walk you through creating and configuring a new event.