Managing Event Templates

Overview

The Event Templates feature enables users to create, manage, and reuse standardized event structures across the platform. Users can search for existing templates, create new ones by defining key details such as name, dates, category, and type, and perform a range of actions including duplicating, archiving, exporting, and updating templates. Additionally, templates support bulk operations and can be used to import events into workflows, template libraries, and events directly.

Step-by-Step Approach

1. Search and View Event Templates

Navigate to the Event Templates section from the main menu.
Use the search bar to search for an already existing template by entering the relevant keyword.
The matching templates will be displayed in the list.
Locate the template record and click on it or select the View Details option to open the full details of the selected template.

2. Create a New Event Template

Navigate to the Event Templates section and select the option to create a new template.
Choose from any of the following methods to create the template:
Select the Import File option and upload the relevant file containing the template data.
Upload a ZIP file to create the template from an existing package.
Enter a meaningful Name to identify the event template.
Specify the Start Date for the template.
Specify the End Date for the template.
Select an existing template from the available options to base the new template on.
Save the details to create the new event template.

3. Create an Event from a Template — Single Row

Locate the template record in the Event Templates list and select the Create Event option for that row.
Fill in the following details to configure the event:
Enter a meaningful Name for the event.
Specify the Start Date of the event.
Specify the End Date of the event.
Select the Event Category from the dropdown.
Select the Event Type from the dropdown.
Select one or more options from the multi-select field as required.
Save the details to create the event from the selected template.

4. Create a Generic Workflow for a Template — Single Row

Locate the template record in the Event Templates list.
Select the Create Generic Workflow option for that row.
Configure the workflow settings as required and save to apply it to the template.

5. Duplicate an Event Template — Single Row

Locate the template record in the Event Templates list.
Select the Duplicate option for that row.
A copy of the template will be created and added to the templates list.

6. Update Fields — Single Row

Locate the template record in the Event Templates list and select the Update option for that row.
Update any of the following fields as required:
Name of the event template.
Start date of the event template.
End date of the event template.
Timezone of the event template.
Reference Number of the event template.
Save the changes to apply the updates.

7. Export and Archive an Event Template — Single Row

Locate the template record in the Event Templates list.
Select the Export option for that row to export the event template and make it available for download.
To archive, select the Archive option for that row and confirm the action to archive the selected event template.

8. Update Fields — Multiple Rows

Select multiple template records from the Event Templates list.
Choose the Update Fields option from the available bulk actions.
Update any of the following fields as required across all selected templates:
Name of the event template.
Start date of the event template.
End date of the event template.
Timezone of the event template.
Reference Number of the event template.
Save the changes to apply the bulk updates.

9. Create Events and Import Based on Generic Azavista Templates

Navigate to the Event Templates section and select the option to create events based on generic Azavista templates.
Choose the desired Azavista template from the available list, configure the event details as required, and save to create the event.
To import events, navigate to the relevant section, select the Import option, and choose one of the following destinations:
Workflows — to import the event into the workflows section.
Templates — to import the event into the templates library.
Event — to import the event directly as a new event.
Upload the relevant file and confirm to complete the import.

10. Perform Multi-Updates to Several Events

Select multiple events from the list and choose the Multi-Update option.
Apply updates to any of the following areas across all selected events:
Workflow Blocks and Related Actions — update workflow configurations and associated actions.
Content Pages — update content page settings and information.
Email Campaigns — update email campaign details and configurations.
Save the changes to apply the multi-updates across all selected events.

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