Event Phases: Plan

Plan is the first of three event phases displayed in the Event Details page. This phase is all about planning your event; finalize your event scheduling details, manage event contacts, assign tasks and more. Once you've completed Plan, the next phase, Execute will be unlocked on event day. 

Updating Event Scheduling Details
Need to change the event location, date or time? Want to assign a new team member? Click the edit icon to the right of the campaign name to update basic event information. 

Adding Contacts
Click the red Add Contacts button to add contacts to your event. Adding contacts allows you to manage and keep track of key points of contact for your event. 

Adding Tasks
Click the red Add Task button to assign tasks to your event. Add tasks to communicate with your team and ensure important event actions are completed. 

Review & Export Documents
The final section in the Plan phase is documents. Here you can view and upload any supporting documentation for your event.

Additional Links: 

Understanding Event Details
Event Phases: Execute
Event Phases: Results
Scheduling Events

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