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Create a field event

Prerequisites: You have permission to create field events in the workspace.
  1. Click Field Events in the sidebar, then click New. You can also create a field event inside a folder.
  2. Enter a name. This is the name you see in Conversion, separate from the title the event has on your platform.
  3. Choose a field event type. Every workspace starts with Conference, Tradeshow, and Dinner / Roundtable. See Field event types.
  4. Click Create.
Conversion opens the new field event on its Overview tab.

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Field event types

The type decides which statuses the event’s members move through. Unlike webinars, these are yours to edit in Campaign Types. Each default type already tells Conversion which of its statuses mean registered, waitlisted, attended, and no-show. If you create your own type, map those four meanings before connecting an event to a platform. See Status meanings.

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Connect it to your event platform

If the event lives on Cvent, Luma, or Splash, connect it now. Conversion fills in the title, dates, venue, and the rest of the event details from the platform and keeps them current. Connecting is also what brings registrations and check-ins in. Go to the Overview tab and click Connect on the event platform card. See Platform Sync for the full walkthrough.
You don’t need to fill in the event details before connecting. Whatever you enter is replaced by the platform’s values, so create the event and connect it right away.

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Enter the event details yourself

If the event isn’t on a connected platform, enter the details by hand on the Overview tab. These are the provider-owned details. A connected platform writes every one of them, so on a connected event they are locked and a change you make would be rejected. Change the event on the platform instead, then click Re-sync. Five fields are always yours to edit, connected or not: Description, Start Date, End Date, Campaign Status, and Active. They are the fields that map to a Salesforce campaign.
Event details aren’t available in Liquid yet. To use the venue or date in an email, set them as campaign tokens on the field event and reference those.

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Organize and manage

The menu in the top right of a field event lets you:
  • Add to folder or Move, to place the event in your folder hierarchy.
  • Rename. The name is Conversion’s own, so renaming stays available on a connected event.
  • Archive, to retire an event you’re done with. Archived events are hidden from the list by default and stop syncing with their platform. Their members and Salesforce link are kept.
  • Delete.
A field event holds its own emails, forms, workflows, and files, and its own token values. See Assets and Tokens.

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Delete a field event

  1. Open the event and select Delete from the menu in the top right.
  2. If the dialog says the event still has assets, move or delete them first. A field event can’t be deleted while it holds assets.
  3. Confirm.
Deleting a field event can’t be undone, and its members and their statuses go with it. The event on your platform and the linked Salesforce campaign are not affected. If you only want it out of the way, archive it instead.