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Create a Series

 

A series is a set of events that occur on a repeating basis. Creating a series is a simple four-step process. To get started, select Create Series from your Account Home or Series List.

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1. Select a Template

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Choose a template from your account to build your series events from. The settings and content from the template will be applied to each of your events.

Next, enter a series title. This title will also be used for each of the events in the series.

2. Assign representatives

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This optional step allows you to assign representatives to the booths. The dropdown contains booths that are a part of your template. Any representatives that were already assigned to the template are visible. Use the name and email fields to add additional representatives.

Note: This option is not available when using a peer networking template.

3. Set your series start time

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Pick the date and time for the first event in your series.

4. Set your series schedule

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Your series schedule dictates when and how often your event will be hosted. Use the controls to specify the recurrence to begin after the first event in the series (i.e. weekly on Friday, monthly on the second Tuesday).

The “Ends on” date defines when the series ends. A series must end no more than 6 months from the date they are created, but can later be extended by editing the series schedule.

That’s it! After clicking OK, your series events will begin generating and you will be taken to your new series home. The series home displays a month-by-month view of all the events in your series. Event creation may still be in process, but will complete shortly.

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