Creating events

Whether you are planning a hosted conversation, a structured breakout discussion, or a group deliberation, you’ll want to start by clicking the Create an event button found on your homescreen dashboard. From there, you can create a new template for your event, or select an existing one.

Creating a new template

Templates serve as a starting place for your event’s settings and conversation guide. These templates serve as an interactive way to engage your participants and structure the event.

Start by navigating to the Templates section from your navigation menu, and clicking Add New. Adding your new template name, description and image, then click Create. After that, you can adjust the template settings, create your agenda, and more.

See the following for additional guidance:

Creating Event Templates

Selecting an existing template

If you are creating a new event, but would like to be the same as or similar to a previous event you have held, you can select that event’s template.

Scheduling events

After you set up your conversation guide, you can create your first event. Events are based on agendas and specify a date, time, and size for the conversation. First decide if you want the event to be public or private, then you can select a date and time for the event to take place. You can edit any of the event details, share the event, add Pre/Post Call To Action (CTAs) for registrants to complete before or after the event, encourage registrants to interact with Chat and view announcements.

If you have chosen to create a Hostless or Livestream options only (not available on Hosted), you are able to pre-determine Breakout Rooms through one of two options: by Size or by Smart Match. These are created in the end of the Agenda section.

1. By Size requires choosing a number 2 - 20 of which will be the group size of each of your breakout rooms. This is a sliding scale.
2. By Smart Match requires also choosing a number of how big each group should be within each breakout room, and also allows you to include up to 8 questions by which group members will be matches based on creating the most diversity within the group.
   1. To choose Smart Match, choose the option under “Add Breakouts”
   2. Choose the size of each group on the sliding scale, from 2 - 20
   3. Add questions, with a minimum of 2 answers. Due the boolean algorithm that is used to match folks into groups, any additional answers will be grouped into one of two groups. For example, you will have options 1 and 2, but can add options 1B, 1C, 1D, as well as options 2B, 2C, 2D etc. Each subgroup will be considered part of the main group, and will then be equally matched with those in the other main group. For example, those that answer 1D could be groups with any that answered within the 2 groups.
   4. In order to save each question, click the circle with the check mark to the right of the answers you have included. You must click the check mark for every question you are adding.
   5. You can add up to 8 questions following the same methodology.
   6. Smart Match will then use a simple but effective boolean algorithm to match as diverse of groups as possible based on your number of questions. At this time, Smart Match does not allow for groups to be created based on how similar they are to each other - it only has an objective of creating the most diverse groups possible.
   7. These questions will then be presented to the registrant at the time they are RSVPing to the specific event.

Once your participants have finished RSVPing to an event, they will receive a Registration Confirmation email. It will give them details about the event name, date, time, and host. They can also add the event to their calendar or directly go to the event through the button in the email.

Before the event, they will receive reminder emails both 1 day and 1 hour in advance.