The Event module offers a seamless platform for creating and managing a diverse range of live and virtual events, such as webinars, conferences, workshops, and pitches. There are two options: Integrated Events and External Events.
Users can choose from different live streaming options, web sessions, and networking opportunities. They can also select speakers from the platform, and participants are listed next to the video stream with a built-in chat feature.
A standout feature is the networking format, where participants can have brief 1-on-1 video meetings during networking sessions, facilitating valuable connections. This feature combines easy networking with automatic matching, optimizing participants' event experience.
Once an Event is published, users can easily access it and register using the registration button on the Event page. Organizers can invite participants to ensure maximum attendance and engagement.
Navigate to the Events overview and click "+Entry" to add a new Event. In the first step, choose the Event platform: Internal Event for using the platform's Integrated Event Tool or External Event if you have your Event tool or want to link an external Event page.
If you select “Internal Event”, proceed with the following steps after clicking “Next”:
After publishing your Event, go to the editor to add additional information or edit the title, description, and image of your Event. You can also enhance your Event page by clicking on “+ Add another content block” to include text, images, or videos. Additionally, you have the option to upload documents such as floor plans or access guides to provide attendees with detailed information about the Event venue.
Event Status: This indicates the current status of your Event. You can change the status to "Publish" if your Event is ready to be announced to the community.
Hidden Event Option: Enabling this option hides the event from the Event calendar.
Limited Participant Amount: You can limit the number of participants for your Event. Access is granted on a "first come, first serve" basis.
Allow User Invitations: Enabling this option allows users to invite other users to the Event.
Hidden Chat: You can choose whether to enable or disable the chat function within your Event.
Event Marketplace: Enabling this option displays the Event in the marketplace module, showcasing offers and requests from participants to enhance interactions.
Basics:
Here, you can edit your general Event information. You can use the toggle whether participants can use the chat option during a virtual Event.
Registration:
Add Registration buttons to your Event. Label your Button to align with your CTA and optionally add a secondary Button.
Visibility:
Choose whether this Event is private, accessible only by invitation or with a link, or list it in a selected group.
Participants:
Select if you “Allow all Participants to send Invitations” or if you limit the number of Participants on a "first come, first serve" basis.
Labels:
Select a Label to list your Event under a specific Label in the Navigation section.
Layout:
Customize your Event by using the toggle to enable or disable breadcrumbs. You can also make your Event resemble a landing page by using the toggle to change the look of the navigation bar. Choose from the two options.
Background:
Customize your Event page by changing the background color to match your branding or by adding a fully customizable image.
Option to change the background colour:
Option to add an image:
Option to fully customize the image:
Navigation bar:
Here, you can find options to fully customize your Navigation bar.
Buttons:
Fully customize your Event page buttons to match the overall page style. Optionally, add a secondary button, for example, to integrate a form. This can be useful for non-registered Users who want to sign up for an event via an event registration platform.
We offer the option to show or hide the Event's countdown timer, speaker, organizer, and location. Go to “Settings”, scroll to the bottom, and enable or disable the options.
To add an agenda or session to your Event, follow these steps:
⚠️ Browser Support
The embedded Zoom Client does not support all features on all browsers. For more details, refer to the browser support list. Safari, in particular, may encounter more issues with sound and video than other browsers.
Networking Sessions Overview:
Choosing Slot Amount: Organizers can specify the number of available slots during the session, impacting the duration of each slot. For example, selecting 6 slots for a 30-minute session results in each slot lasting 5 minutes.
Choosing the number of tables (only for offline Events): For offline Events, organizers determine the number of tables or parallel meetings desired during the networking session. An option for unlimited tables is available for this type of session.
1-on-1 Networking Session:
Speeddating Session:
The Event statistics provide a concise overview of essential Event details, including the date, time, and number of sessions.
Organizers have the flexibility to invite participants via e-mail or select from existing platform members. The "Invite Participants" button initiates the invitation process, where organizers can track invitations, acceptances, and declines. Additionally, organizers can export the participant list via CSV for further analysis.
Bulk E-mail Insertion Tip:
To insert a list of e-mails efficiently:
To make a participant an admin, follow these steps:
This section allows you to oversee all networking sessions established within the platform. Clicking on a session provides a comprehensive view of its participants, featuring details such as their names, associated organizations, and the count of scheduled meetings. Additionally, you have the option to engage in direct chat with participants right from this interface, facilitating seamless communication and networking management.
Navigate to the Events overview and click "My Events". Select the Event you want to cancel and click "Delete" in the top right corner of the event.
Whereby is a browser-based video conferencing tool that requires no downloads, making it incredibly simple and accessible for users. It offers customizable meeting rooms with unique URLs, privacy-focused features like room locks, and flexible modes for both interactive meetings and large webinars. With tools like screen sharing, chat, and integrations (e.g., Miro, Trello), it supports collaboration across devices.
Features of Webinar Mode
Use Cases
How to Enable Webinar Mode
Collect important information from participants during the registration process by adding custom questions. This ensures organizers get the details they need upfront.
To configure registration questions:
To register for an Event, simply navigate to the Event's information page, where you'll find a checkbox located on the right side of the screen. Select this checkbox and proceed by clicking the "Register" button.
Speed-dating sessions use an algorithm to identify suitable matches for you based on the information you provide.
In the admin area, you can view all Events created on the platform. From here, you can directly delete Events or adjust the content of specific Events as needed.
Platform admins can manage all listed Events and can add databases and labels.
Add your ICS Import to have your events added automatically to the platform. An ICS import allows you to synchronise Events from an external website to your platform database. ICS can be created via:
When organizing speed-dating or networking sessions, consider the session duration, typically between 30 minutes and 1.5 hours, avoiding sessions that are too lengthy.
Adjust table availability via agenda management, with each speed date lasting 5 to 10 minutes. For on-site Events, use standing tables with numbers and a designated counter for inquiries, ensuring punctual starts and announcements via a speaker system.
Matches are based on organizer-provided criteria, but organizers are matched only if specified as "searched organization type".
In digital speed dating, the platform creates video conferences via Jitsi.
If a participant's date is absent, organizers can't intervene but can facilitate alternative connections. Note that changing session times isn't feasible; sessions must be recreated if adjustments are needed.
Are you a group of people managing an Event? To work together on an Event, create the Event and publish it as hidden. The organiser can then invite the Event management group and set them as co-organisers. As soon as you have finalised the Event, set it to “public” in the Event settings and invite Event participants.
With just a single click, you can now select all members for your Events.
Navigate to: Events → Edit → Participant Management → Invite Participants. Use the 'Select All' option and filter participants by user type, organization, department, or location to create precisely targeted guest lists.
The Speed Dating functionality allows both Administrators and Participants to manage and view meetings in an organized and user-friendly manner. This guide provides an overview of how the feature works, the differences between Admin and User perspectives, and how to manage the feature effectively.
When you’re logged in as an Admin, you’ll have access to a full view of all Speed Dating meetings and matches happening on the platform. This gives you complete control and oversight over the Event, allowing you to manage the details seamlessly.
For participants (i.e., regular Users), the experience is more personalized. They will only see their meetings and matches, making their interface less cluttered and easier to navigate. This difference in visibility ensures that Admins can monitor the entire Event while Users focus solely on their scheduled interactions.
The platform offers two Matchmaking formats:
When you log in as an Admin, you can access the "Overview" button, which opens a complete view of all meetings scheduled during the Event. This overview presents the following details:
For participants, the interface is simplified to ensure ease of use. Instead of the full overview, Users will see a "My Schedule" button, which presents only their Speed Dating meetings. This ensures that participants are not overwhelmed by unnecessary information and can focus solely on their scheduled interactions.
Participants will only be able to view their matches and meetings, making the user experience more intuitive and personalized.
The Speed Dating feature works in both online and offline event formats, with slight differences in functionality based on the type of Event:
To manage the Speed Dating sessions, Admins can use the Agenda Management feature. Within this, you can add new sessions and set their format to "Speed Dating." Once the session is created, it appears under the Networking Tab, where you’ll find additional options for managing the Event.
This networking tab allows Admins to customize and oversee the Speed Dating event in real-time. You can adjust session details, manage participants, and monitor meetings as they occur.
By understanding the differences between the admin and user perspectives and knowing how to manage and filter meetings, you can efficiently run Speed Dating events and ensure that everything runs smoothly. The added export and filtering features give you flexibility in how you view and share information, while the personalized User views keep participants focused and engaged in their schedules.
Networking must first be configured in the Networking tab before Speed Dating and Networking sessions can be added to the agenda.
Admins can configure locked participation hours, specifying how many hours before the Event Speed Dating sessions will be locked and matches will be generated. Additionally, admins can set reminder email timings.
Go to the Agenda tab, navigate to Advanced Settings, choose Locked Participation Hours, and set the time. Additionally, set the time for the reminder email to be sent.
For internal events, participation requires Users to be registered and logged in to the platform. However, for external events, the participation requirements vary and are contingent upon the policies set by the external Event organizers.
Please answer the questions you will find when clicking on “participate” to a speed dating, or after registering to the Event. This will be the basis of matching.
In your timetable, you will see a bin button. Press it to cancel the meeting. Attention: your counterpart needs to delete the meeting on their side as well before your slot frees up again.
If you wish to change the mode of your Event, such as switching from an Internal to a Virtual format, you will need to create a new Event with the desired mode.
An Event can only be assigned to a group during Event creation.
Go to your Event settings and change the address for your Event.
All speakers you want to mention in the Event need to be registered on the platform. Alternatively, you can mention external speakers in a text field within the Event or agenda point description.
The ideal aspect ratio for the header graphic is 5:2. For the resolution, we recommend at least 1130x450.
Yes, this is possible for Events with Whereby. The stream link can be shared with non-registered users.
Use a 3:2 ratio, eg, 1500x1000
Head over to Admin → Events → Choose your Event → Settings → Layout → Details on Event page.
Head over to Admin → Events → Choose your Event → Settings → Registration
You will find an option where you can toggle this secondary button to be shown to non-event participants if you like.
Yes, a user must be associated with an organization before they can be added as a speaker for an Event or on the agenda. They can do this by affiliating themselves with their organization during registration or later through their profile settings.
To allow non-registered users to view an event and sign up, use the secondary button feature:
You can record a live Event for future viewing by using YouTube; follow these steps:
Note: If automatic archiving wasn’t enabled before the live stream, it won’t be saved, and you won’t be able to retrieve it later.
Currently Whereby, Zoom, and Jitsi are supported.
Yes, but Microsoft Teams can not be used as an embedded session. If you want to use Microsoft Teams, please create an external web session.
Click on the three dots on the bottom bar, and then on security options. Here you can enable the lobby.
Click on the settings icon on the upper right corner -> rooms and switch on “locked room”.
Participants need to answer the question catalogue set up by the Event organizer. Then they are automatically matched.
Currently, changing the time of a speed-dating or networking session is not possible. In such cases, you'll need to delete the session and create a new one with the desired time.
Yes, you can adjust the number of available tables by accessing the edit option of the session through the agenda management.
This depends on the lenght of one slot, how many slots you want to offer and how many participants you have. 30 minutes is a good start.
A minimum of 10 minutes is recommended.
Participants can ask other participants for a 1:1 appointment if the networking is activated by the Event organizer.
No, the platform automatically creates a video conference for each meeting based on Jitsi.
The organizer is matched if they answer the questions.
Unfortunately, this is not within the control of the organizers. If needed, organizers can spontaneously bring together other available participants. For this purpose, it's advisable not to assign numbers to 1-2 tables and to designate them as a "free matching" area.
No, unfortunately, this is not possible due to technical constraints. In such cases, the speed-dating session needs to be deleted and recreated.
The system automatically moves Events to the 'Past Events' section after their date and time have passed. To view all past Events, click on the date filter and select “All Past Events”.
Registrations are no longer available at this time. However, if you'd like to set up a waiting list, you can use the secondary button as an alternative. Simply link a form to this button where users can sign up.
Registrations are no longer available at this time. However, if you'd like to set up a waiting list, you can use the secondary button as an alternative. Simply link a form to this button where users can sign up.
Yes, the Event module caters to both online and offline Events. When creating your Event, you can set it up as you normally would and include details for offline sessions. These sessions can be configured to accommodate in-person interactions, such as workshops, seminars, or networking gatherings.
Yes, to integrate event providers like Eventbrite, you can create external Events within your platform. Simply select the "External Event" option during Event creation and then paste the link of your Eventbrite Event. This allows your platform users to access and register for external Events seamlessly through your platform.
If there are multiple organizers for an Event and one organizer is removed, they will simply be removed from the Event. However, if the organizer being removed is the only organizer of the Event, the Event will be completely deleted and cannot be restored.