The Goal: Complete the remaining preparation steps—Categories, Calendars, and Automated Messaging—so your system is fully ready before you begin creating events.
Before You Begin:
- You should have already set up your Events Global Settings.
- Staff permissions to manage event settings under Events & Learning.
Microlearning Overview
Step-by-Step Instructions
Before creating events in your system, there are a few additional steps you should take after setting up your Events Global Settings.
- Set up your Categories. Categories allow you to create filtering and reporting options for your events.
- Set up your Calendars. To display your events (whether publicly, member only, or internally) you will need to set up your calendars.
- Review your Automated Messaging. GrowthZone will send several automated messages in regards to Events; review and customize them as preferred.
Common Pitfalls
- Skipping calendar setup: Without at least one calendar configured, your events won’t display publicly, to members, or internally—set up your calendars before publishing any event.