Overview

Required Subscription: Event Lead Capture

You can create new Events from one you already have. Pick a source Event, then name and date the Events you want. Their capture fields, qualifiers, tagging, CRM sync, and follow-up email all carry over, ready to use.

You can create up to 10 Events at a time from a single source, so a whole roadshow can be set up in one pass. You can also pin up to 5 Events to keep your go-to setups at the top of the picker.

Before You Start

You need to be a Full Team Admin or a Subteam Admin. Members who cannot create Events will not see this option.
You need at least one existing Event. If your team has none, Create Event opens the create-from-scratch experience directly and skips the menu.
Any Event you can see on your Events list can be used as a source, including past and completed flows.

How It Works

Behavior	What It Means
It copies once and does not stay linked	New Events are a snapshot of the source at the moment you create them. Editing the source afterward does not change them, and editing one new Event does not change the others.
Any Event can be a source	Any Event visible on your Events list works, including past and completed Events.
One source per batch	Every Event you create in a single pass copies from the same source Event.
You can create 10 Events at a time	Add up to 10 Events in one pass. The Add another event button turns off once you reach 10.
A batch has fewer steps	Creating one Event takes 3 steps. As soon as you add a second Event, the Optional Event Details step is skipped, and the process becomes 2 steps.
Names always start empty	Nothing is filled in from the source Event’s name. You name and date each new Event yourself.
Pins are yours alone	Pinned Events are saved per user. Other admins on your team keep their own separate pin lists.
You can pin 5 Events	Unpin one to make room for another. Pins are saved between sessions.

What Gets Copied

Setting	Copied?
Data Capture: capture fields, qualifiers, lead completion rules, Lead Capture Form configuration, phone country code	Yes
Tagging: advanced tagging rules and custom field tags	Yes. Your primary event tag is generated fresh from the new Event’s name.
Lead Sync: CRM connection, field mappings, sync settings	Yes
CRM campaign	Yes. The source Event’s campaign carries over, the same as when you duplicate an Event. Change it per Event in the Lead Flow’s Sync step if each event needs its own.
Follow-Up Email: template, timing, on or off	Yes
Event type	Yes
Assigned members	Yes, prefilled on every new Event. You can change them before you finish.
Lead goal	No. Set it in the Event’s settings after it is created.
Badge kits	No. These are specific to each event.
All-In Event Cost and Event Website	No. Add them in the optional step when creating one Event, or in the Event’s settings afterward.
Event Settings	No, with one exception. Phone country code carries over because it is part of your capture setup. Everything else starts at the default, and you can adjust it per Event.
Leads and performance data	No. New Events start empty.

Creating Events from an Existing Event

Go to Events in the dashboard and click Create Event.
Select Create from existing. A picker of your team’s Events opens.
Find the Event you want to copy from. Use Search Events at the top to filter by name. Search covers both groups, so a pinned Event that does not match drops out of the list while you are searching. Each row shows the Event’s status, name, dates, and the Lead Flow steps it includes. Events are listed newest first by date.
- The step list is shortened to fit the row. Hover over it to see every step in that Event’s Lead Flow.
Click the row. The Create from Existing Event window opens with that Event set as your source.
- To choose a different source, click the Select a source event field to reopen the picker. You do not have to start over.
Under Events to create, fill in the first row:
- Event name: what you want this Event to be called.
- Starts and Ends: click each field to open the calendar, set a date and time, and click Select Date.
- Event Time Zone: defaults to your source Event’s time zone. Change it if this event is in a different one.
To create more Events from the same source, click + Add another event and fill in the new row. Repeat for each Event you want, up to 10.
- To drop a row, click Remove event beneath it. At least one row always remains.
Click Create & Continue. This button stays greyed out until every row has a name, a start, and an end.
If you are creating one Event only, the Optional Event Details step appears. Add All-In Event Cost and Event Website if you have them, then click Continue. Both are optional, and neither carries over from the source.
- Adding the event website helps with exhibitor enrichment and prospecting for that event.
On Assign Members to these Events, review who is assigned. Everyone assigned to the source Event is already carried over. See Assigning Members below for details.
Click Assign & Continue.

Pinning Your Go-To Events

Pin the Events that represent how your team actually runs events, and they will sit at the top of the picker every time you open it.

Open the picker from Create from existing.
Click the pin icon on the right of any row.
The Event moves into the PINNED group immediately. The counter next to the group header shows how many of your 5 slots are used.

To unpin an Event, click the pin icon again on a pinned row. The Event moves back to ALL EVENTS.

Once you have 5 pinned Events, pinning another is blocked with the message “You can pin 5 events. Unpin one to make room.”

Note: Pins are saved to your account, not your team. Other admins pin their own Events. If an Event you pinned is deleted, it drops off your pin list and frees up the slot.

Assigning Members

Every new Event starts with the source Event’s assigned members already in place. What you see next depends on how many Events you are creating.

Creating	What You See
One Event	The standard assignment panels: Assigned and Not Assigned, with Search members..., Filter by Subteam, Unassign All, and Assign All.
Two or more Events	A checkbox above the panels reading “Assign the same members to all {n} events”, checked by default. Leave it checked and one set of members applies to every Event in the batch.

If your events need different people, uncheck the box. A dropdown labelled Assigning members to appears above the panels, and you assign members one Event at a time.

Each Event in the dropdown shows a badge with its member count, or Needs members in amber if it has none. The right side of the row shows how many Events still need members.

Notes: If you re-check the box after assigning members Event by Event, those per-Event edits are discarded, and every Event goes back to the source Event’s assigned members. No warning appears first.

An Event with zero members is allowed. The amber warnings never block Assign & Continue, and members can still self-assign from the mobile app.

What to Expect

Your new Events are ready to use as soon as you finish. Everything from the source is already in place, so there is nothing to rebuild.

If You Created	Where You Land
One Event	Inside the new Event, the same as creating from scratch. Open the Data Capture, Tagging, Sync, and Follow-Up Email steps in the Lead Flow to see your settings carried over.
Two or more Events	Back on your Events list. The new Events sit at the top of Active & Upcoming with empty metric columns. This is expected. Metrics fill in once leads start coming in.

Your source Event’s CRM campaign carries over to every new Event. If each event needs to report separately, open each new Event’s Lead Flow before the event and select that event’s own campaign in the Sync step.

New Events appear for assigned members in the mobile app on their next sync, the same as any other Event.

Troubleshooting

Issue	What to Do
Create Event opens the create from scratch experience with no menu	Your team has no Events yet, so there is nothing to copy from. Create your first Event from scratch, and the menu will appear from then on.
You cannot pin another Event	You already have 5 Events pinned. Unpin one and try again.
Create & Continue is greyed out	One of your rows is missing a name, a start, or an end. Every row needs all three.
+ Add another event is greyed out	You have reached 10 Events in this batch. Finish these, then start again for the rest.
The Optional Event Details step never appeared	That step only shows when you create exactly one Event. Add All-In Event Cost and Event Website in each Event’s settings instead.
A new Event’s leads are syncing to the source Event’s campaign	The campaign copies from the source. Open the new Event’s Lead Flow and select the campaign for that event in the Sync step.
A new Event has no lead goal	Lead goal is not copied. Set it in that Event’s settings.
You edited the source Event and the new Events did not change	This is expected. Copying happens once at creation, and the Events are independent afterward.

FAQ

Question	Answer
Can I use a past or completed event as my source?	Yes. Any Event visible on your Events list works as a source.
Can I copy from more than one source in the same batch?	No. Every Event in a single pass copies from the same source. Start again to copy from a different one.
Do my teammates see the Events I pin?	No. Pins are per user. Every admin builds their own list of 5.
Can I edit a copied setting while I’m creating the Events?	No. Create the Events first, then edit any setting in that Event’s own settings.
Can I give two new Events the same name?	Yes. Event names do not have to be unique.
Can I set start dates in the past?	Yes. Date rules are the same as creating an Event from scratch.
What happens if I re-check “Assign the same members to all {n} events” after editing members Event by Event?	Your per-Event edits are discarded. Every Event goes back to the source Event’s assigned members, which may be none if the source had none. No warning appears first, so uncheck the box again and reassign if you still need different members per Event.
Does my source Event’s CRM campaign come across?	Yes. Every new Event starts on the source Event’s campaign. Change it in each Event’s Lead Flow, in the Sync step, if your events report separately.
Does creating from scratch work any differently?	No. It is the same 3-step experience, now reached through the Create Event menu.

💡 Tip

Need more help? Get support from our team
Chat with us or email us at [email protected]

Creating Events from Existing Events