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Events Guide

 

Overview

The Advanced Event article template provides great flexibility for creating an Event ’microsite’. Rather than creating a separate Skin / Design Objects / Articles to display Overview, Speakers and Sponsors, you can now create and manage this workflow within a single article template. You can also pull in other custom tabs / content and add Commerce capabilities to the template.

 

This guide provides an overview of the steps needed to configure the Advanced Events article template. Essentially, you need to:

  1. Set up an Events Profile
  2. Create a Channel of type Event
  3. Associate the Event Profile to the Event channel
  4. Create a Channel of type Article for your custom tabs
  5. Create a Section to house your Sponsors
  6. Create an Article of type Advanced Event
  7. If desired, add eCommerce capabilities by clicking the "$" button

Note: there is plenty of on-screen help when managing any of these elements so make sure you have both the introductory help panel expanded and turn on the help when editing any of the items.

The Event Profile

Control > Settings > Event Profiles > (Add/Edit) > 

 

The Event Profile allows you to configure the template and determine which events to list out based on criteria.

 

Fields

 

Main:

  • Name: Enter the name for this event profile
  • Description: Enter a description of the profile

Event Listing

  • Upcoming Events: Select to show Upcoming Events
  • Past Events: Select to show Past Events
  • Default Event List: If you selected both upcoming events and past events in the option above, define which events should be listed as the default. Users can toggle between upcoming, past, and all events using buttons
  • Show Month: Select to show the Month button on the listing page, allowing users to see events per month
  • Show Year: Select to show the Year button on the listing page, allowing users to see events per year

Event Detail

 

You can define the height of the hero banner on the detail template.

 

This allows you to reduce the height of the banner and display more information without scrolling.

 

The desired maximum height for the banner is 700px.

  • Max. Hero Banner Height (PX): Please enter the desired maximum height of the Hero Banner for the events. If left blank, the Hero Banner height will be determined based on the image. Note that this option is only applicable to the Advanced Events template and when the event has selected "Show main image as Hero Banner"

 

 

 

The Event Channel

Go to Channels, create a Channel of Event Type. This will be where your event article is placed.

 

Provide the following information:

  • Name
  • Parent Channel
  • Language
  • Presentation Style: Select Advanced Event
  • Default Presentation Style: Select Advanced Event
  • Skin: Select a Listing and Detail Skin
  • Related Profile

Note: The Skin must contain the Smart Prime Content Design Element

 

 

The Event Profile and Channel

Control > Structure > Channels > (Add/Edit) > Profiles > Event Profile

 

For the Event Profile settings to be reflected on the display side, you will need to associate the profile to the newly created Events Channel.

 

This is done by editing the channel and adding the profile to the Event Profile option under the Profiles panel.

 

 

 

The Event Listing

You can customize your event listings based on the settings on the Event Profile.

 

Logic:

 

a) If the Channel does not have an Event Profile the listing will show all events.

 

b) If the Channel has an Event Profile, it will display the listing depending on these settings:

  • Upcoming Events: if selected, all events with start dates in the future will be displayed. An "Upcoming" button will be set to the left of the "All" button. The label for the "Upcoming" button is configurable using a Text Item
  • Past Events: if selected, all events with start dates in the past will be displayed. A "Past" button will be set to the left of the "All" button. The label for the "Past" button is configurable using a Text Item
  • Upcoming Events" and Past Events: if both are selected, all events will be displayed. Both buttons will be shown to the left of the "All" button ("Upcoming" | "Past" | "All")
  • Default Event List: this option determines the default view. If the field is blank, all events are shown by default
  • Show Month" and Show Year: if these options are selected the Month and Year buttons are displayed

 

 

The Custom tabs Channel

Create another Channel of Article Type (e.g. Event Tabs).

 

 

You can use Simple Articles, Advanced Articles, Link Articles and Gallery Articles on this Channel.

 

The articles created under this channel/section will be shown as custom tabs:

 

 

Important: you will need to associate the new channel/section to the specified Event article:

 

Note: You can choose to have an 'tabs' channel for each event or use the same channel for all events.

 

The Sponsors Section

Create a Section to house your Sponsors.

 

 

This could reside under the Event Tabs Channel (of Article type).

 

Note: You will need a separate Section for each of your sponsor types (e.g. Headline, Platinum, Gold, Silver. etc)

 

For each sponsor, create a Link article in this Section:

 

 

Provide the following information:

  • Title (Company or name of sponsor)
  • Section Title (this is displayed as the Heading on the Overview)
  • Thumbnail (usually Sponsor's logo)
  • Link (link to their external site or Directory entry)

The Advanced Event article will then pull in each of these sponsors into the template by selecting the sponsor Sections

 

Note: If a Section Title is not available, the Advanced Event will use the Section Name as the heading for Sponsors.

 

 

Articles

The Advanced Event article has three pre-defined tabs / buttons, Overview, Speakers and Sponsors. You can also add custom tabs by creating a separate Section containing articles.

 

This provides unlimited flexibility to showcase other pages, e.g. agenda, previous attendees / winners, programme downloads, contact information, etc.

 

Steps:

 

Create a new Article in the event Section you just created, the Advanced Event Presentation Style should be selected

 

Provide the following key information:

 

Introduction Panel

  • Title
  • Thumbnail (for listing)
  • Teaser

Keywords

  • Keywords: tag the article with a custom keyword or an existing topic

Main

  • Main Image: the main banner image above the tabs
  • Alternative Image: this can be used to display a different image on secondary tabs such as the Speakers page, instead of the main image
  • Hide Header: this removes the entire Header from the Event article, this includes the Main Image, the Title, Date and Time, and also the Hero Banner Text
  • Use Image As Hero Banner: if enabled, the Main Image will be used as the Hero Banner
  • Hide Title/Metadata On Secondary Tabs: this setting hides the title and metadata when you click on a secondary tab ("Overview" is the main tab), it essentially hides the entire hero banner when you click on the rest of the tabs, minus Overview
  • Hero Banner Text: this is displayed below the Title, Date and Time of the Main Banner
  • Alternative Banner: this allows you to select whether to use the Alternative Image or no banner at all when you click on the secondary tabs (all but the Overview tab)
  • Max. Height For Alternative Hero Banner (px): this determines the maximum height for the alternative hero banner on secondary tabs
  • Hide Navigation: the navigation bar (the tabs below the Haeder) will be hidden if this is enabled
  • Introduction: the text used for the Introduction
  • Intro Image: the image used for the Introduction
  • Main Body: the text used for the Main Body

Contact Information

These are displayed on the left hand side on the Overview tab

  • Contact Name
  • Contact Surname
  • Email
  • Website

Event Details

These settings allow you to configure the Events template

  • Multimedia (upload a multimedia file. This displays after the Main Body text
  • Logo (upload event logo or sponsor's logo, the logo appears above the contact information on the left)
  • Location (free text field to add location/address of event)
  • Feature Scroller [not currently available]
  • Footer (displays at the base of the template. Here you can add text or button links to other areas of the site)

Speakers

Select and configure speakers. Speakers will appear on the Overview tab as well as the Speakers tab

  • Featured Speaker
  • Max Number of Columns (for Featured Speakers)
  • All Speakers
  • Max Number of Columns (for All Speakers)
  • Show Biog popup
  • Show ‘View Profile’ Button On Popup

Note: Speakers will need to be existing Contacts within the CRM. You can re-order speakers by using the up/down arrows next to the Speaker fields. Featured Speakers are displayed on the Overview Tab on a rotating carousel.

 

Sponsors

  • Headline Sponsor (select the Headline Sponsor Section)
  • Sponsors (select the Sponsor Sections)
  • Max Number of Columns (for Sponsors)

Note: The Headline Sponsor always displays above the other sponsors on the Overview Tab. You can re-order sponsors by using the up/down arrows next to the Sponsors fields

 

Custom Tabs

Custom tabs allow you to pull in other responsive articles into the Event template, providing an incredibly flexible way to display event content. You simply need to create a new Section (under the Event Channel preferably) and add your custom articles there. You can add Link Articles, Advanced Articles, Simple Articles and Gallery Articles.

  • Custom Tabs (select the Section containing the custom articles)

 

Sign Up

  • Sign Up Position: The event sign-up function is expanded to the base bar. You can define whether to use the sign-up as a tab or add it to the base bar (Options: None | Tab | Base Bar)
  • Sign Up Conversion Event: select the Conversion Event to be triggered upon sign up
  • External Link: set the link to an external site
  • Open Link Option: select to open the link in a New Tab or Current Tab
  • Sign Up Success Security Clearance: select the security clearance that the user will inherit after they have signed up for the event
  • Sign Up Success Message: set the success message that will be shown post sign up

Note: For the Sign Up Position, if a Catalogue Item is associated with the event, it will be supersede the CTA and display a "Buy Now" button instead.

 

Start Time / Date

Set up the event start time and dates. This information is displayed at the top of the template

  • Recurring Event
  • Number of Recurrences of the Event
  • Start Date/Time
  • End Date/Time

 

Optional Generation of ICS files

 

It is now optional to generate ICS files for each event as a number of organisations prefer to create and send these out manually.

 

The Add to Calendar icon will only be displayed if:

  • The Auto Generate Calendar Invite checkbox is ticked
  • or
  • If an ICS file is added to the Add Calendar Invite File option

The Add to Calendar icon will not be displayed if both of these options are empty.

 

Publication

Select Live to publish your article

  • Live

Note: There are other standard settings not mentioned in the Guide.

 

There is plenty of on-screen help when managing any of these elements so make sure you have both the introductory help panel expanded and turn on the help when editing any of the items.

 

Example: Social Media Event | Sign Up

 

Sharing the calendar invite

 

Users can share the calendar invite by downloading it from the article:

 

 

- and saving it on their device.

 

From there, users can attach it to an email and send it to their contacts.

 

 

 

Those contacts can add the invite to their calendar once its been received.

 

Commerce

The Advanced Event article allows you to tie it seamlessly to a saleable product (Catalogue Item).

 

On the article View screen, simply click the Commerce icon at the action bar at the top and set up your Catalogue Item:

 

For more information on setting up your Online Store / Catalogue Items, visit the Commerce Help Guides.

 

 

 

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