How to Duplicate or Clone Events

Events in PheedLoop can get pretty detailed and comprehensive over the many weeks and months of effort you put into them, and chances are the next event you're planning is quite similar. Especially when it comes down to the general settings, graphics, and more. You'll likely have different content and slightly different branding, but your settings in particular are ones you've fine tuned and would certainly like to re-use.

Enter PheedLoop's event duplication features, which make it extremely easy to copy loads of information when creating a new event, as well as later on (copying data from previous events). 

Note: Duplicating and copying data from events is not a two-way sync, it's a copy function. The only exception is attendee profiles and their profile information.

Creating an Event

Whether you are new to PheedLoop or a returning client, creating an event for your organization is a simple process.

Step 1 - Logging in to dash.pheedloop.com

If you haven’t already done so, login to dash.pheedloop.com to proceed. Once logged in you’ll be taken to the home page.

Accessing the homepage from the Event Dashboard

If you are already logged into PheedLoop, you can access the dash homepage by selecting the PheedLoop icon on the top left corner of your screen.

Step 2 - Creating your Event

1. From the Homepage, navigate to Events
2. On the top left corner of the page, select Create Event!
3. Under the Event Name field, enter the name of your event
4. Under the Select An Event to Copy From field, select an event to copy data from
5. Select Next
   1. Under the Event Type field, select the Event Type to associate with this event
   2. Toggle on the Virtual Event checkbox if your event will be virtual
   3. Under the Timezone field, select the timezone the event will take place in
   4. Under the Start Date field, select the date for the event to start on
   5. Under the Event Date field, select the date for the event to end on
   6. Under the Start Time field, select the time for the event to start on
   7. Under the End Time field, select the time for the event to end on
   8. Under the Location field, enter the address that the event will take place on
6. Select Next

The next window will cover all the available data for you to copy from.

Please note, only the items listed below can be copied across events. If an item is not mentioned in this article, it cannot be copied over. For example, files cannot be copied across events.

Copy Registration Data

Toggle this checkbox on to copy all registration settings from the selected event under Registration > Settings.

If toggled on, additional checkboxes will appear:

• Copy Registration Tickets - This will copy the tickets from the selected event under Registration > Tickets
• Copy Registration Categories - This will copy the registration categories from the selected event under Registration > Categories
• Copy Registration Promotions - This will copy the promotion codes from the selected event under Registration > Promotions

Copy Speakers Data

Toggle this checkbox on to copy all speaker settings from the selected event under Speakers > Settings.

If toggled on, additional checkboxes will appear:

• Copy Speakers - This will copy the speakers from the selected event under Speakers > Speakers
• Copy Speaker Portal - This will copy all speaker portal settings from the selected event under Speaker > Portal

Copy Sponsors Data

Toggle this checkbox on to copy all sponsor settings from the selected event under Sponsors > Settings.

If toggled on, additional checkboxes will appear:

• Copy Sponsors - This will copy the sponsors from the selected event under Sponsors > Sponsors. Contacts and representatives will be synced as well.
• Copy Sponsor Portal - This will copy the sponsor portal settings from the selected event under Sponsors > Portal.
• Copy Sponsor Application Portal - This will copy the sponsor application settings from the selected event under Sponsor > Application Portal

Copy Exhibitors Data

Toggle this checkbox on to copy all exhibitor settings from the selected event under Exhibitors > Settings.

If toggled on, additional checkboxes will appear:

• Copy Exhibitors - This will copy exhibitors from the selected event under Exhibitors > Exhibitors. Contacts and managers will be synced as well.
• Copy Exhibitor Portal - This will copy the exhibitor portal settings from the selected event under Exhibitors > Portal.
• Copy Exhibitor Application Portal - This will copy the exhibitor application portal settings from the selected event under Exhibitors > Exhibitor Application Portal
• Copy Exhibitor Products - This will copy the exhibitor products from the selected event under Exhibitor > Products

Copy Proposal Data

Toggle this checkbox on to copy all proposal settings from the selected event.

If toggled on, additional checkboxes will appear:

• Copy Proposal Calls - This will copy the calls from the selected event under Proposal > Calls
• Copy Proposal Reviewers - This will copy the reviewers from the selected event under Proposal > Reviewers

Copy Sessions

Toggle this checkbox on to copy all sessions from the selected event. For more information on sessions, please review our How to Add, Import and Edit Sessions article.

Copy Email Templates

Toggle this checkbox on to copy all email templates from the selected event. Useful if you wish to reuse the same email templates from the selected event. For more information on email templates, navigate to Understanding and Customizing Email Templates article.

Copy Forms

Toggle this checkbox on to copy all the forms from the selected event. For more information on forms, please review our Creating and Sending a Custom Form to Attendees article.

Copy Website

Toggle this checkbox on to copy the event website from the selected event. For more information on the Event Website, navigate to Getting started with the Event Website article.

Once you have selected all the data you wish to copy from, select Next to create your event. You will now have a new event with all the selected information imported from your chosen event.

Copying Data from a Previous Event

If you've already created an event, you can still copy quite a bit of data from previous events. Unlike the event creation step, you can't copy settings from a previous event once it has been created. However,you are able to import Exhibitors, Speakers, Sponsors again from another event should you choose to do it later.

The main advantage of importing data from a previous event to an existing event is the ability to copy data from multiple previous events, not just one. Examples of copy functions include copying attendees, exhibitors, sponsors, and speakers. Visit the module in the event's dashboard that you want to perform the copy for!

Let’s use sponsors as an example for copying:

1. From the Event Dashboard, navigate to Sponsors > Sponsors
2. Above the sponsors table, select Actions > Copy Sponsors
3. Under the Select Source Event field, select the event you wish to copy from
4. Select Save Changes

The sponsors from the selected event will now be imported into your new event.