This article covers the setup of a basic event in Events HQ to display on a Wharton CMS website.
Getting Started
Click the Getting Started button to start your event setup. You can also click “New” under your Events tab
After clicking, a pop-up appears
- Name your Event (you can change this later)
- Select your Department
- Hit Save to start editing the event; Save & New if you are setting up multiple events at once
Step 1: Event Details
Planner Name/Email, Start and End Date/Time
This is where you can add the fundamental elements to your event.
Helpful hints:
- Review the Help: Event Details
section for notes on what to complete - Remember: Virtual Event Details
remain hidden until the day of the event.
Location and Room
On-Campus and Virtual Locations are loaded it the system as Accounts.
Search for your Building or Digital Platform in “Account Name”.
Need to change the Account Name? Select the drop-down arrow to refresh the page. IMPORTANT: Do not change any other details in this section, such as websites or addresses. This information is universal and shared between all users.
For event-specific location details, such as room numbers or information on how a user will receive the virtual access link, enter information in the Location (Room) field.
3rd Party Registration
Enter a link to your registration form and a button will appear in the sidebar of your Event webpage.
Step 2: Event Website
Website Header
The optional website header appears above your event title and can help establish your event branding.
Event Details
The Event Details section is the bulk of your event information. Include your speaker details, links to bios, and any other information you want to pass along to your audience.
You can also add additional logos and event images to this section
Need Design Help?
A variety of templates are available in CANVA to quickly generate Events HQ image assets. Please contact Wharton Events for access.
Step 3: Visibility
The Visibility section allows you to determine if your event should be public, private, and which site(s) to publish the event to.
Options include:
- Display Event On: This publishes the event on your Wharton CMS site.
- Private Event: Keeps the event unlisted/private
- Private Event Password: Adds a password to your private events
Once you publish an event to display on your Wharton CMS Website, you can access the event listing page and calendar at the url: https://{yoursite}.wharton.upenn.edu/events-hq
Step 4: Registration Form Details
Note: This guide covers setup of non-registration and third-party registration events only. See our guide to Events HQ Registrations for more information.
Step 5: Confirmation Email and Attendee List Management
Note: This guide covers the setup of non-registration and third-party registration events. See our guide to Events HQ Registrations for more information.
Step 6: Ready to Launch
Congratulations! You have created your first event in EventsHQ!
Activate Test Mode to preview your event on the Wharton CMS. You will be able to share the password protected page with others prior to publishing your event.
Activate Launch to publish your event.