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Creating Events

Learn how to create events in our Engage platform

Hosting events is the main way for financial institutions to provide learning opportunities for their constituents on various topics. With Engage events, administrators and event facilitators can create, manage, and track events seamlessly digitally and in person.

Before creating an event, we recommend first becoming familiar with the content and topics available to you. In the left navigation, click Manage Events > Workshop Topics to see a list of the workshops, descriptions, and access to the materials for facilitators and participants.

 

To Create an Event

1. In the left navigation, click Manage Events > Events

2. Click Create New Event in the top right corner

3. Complete the Event Details form which also includes Event Venue for in-person events (see below for more details)

  • Under Available Languages, if English is selected, then complete the form in English
  • Toggle to the other languages (for example, Spanish), then complete the form in that language
  • The form will not auto-translate

4. Click Next

5. Complete the Event Organizers section which also includes Event Partner and  Registration Questions (see below for more details)

6. Click Confirm to complete the event setup and view the Event page
 

 

Form Details

1. Event Details

Event Type* Select whether the event will be a digital webinar, in-person, or a hybrid. The form and registration options will adjust based on your event type selection.
  • Webinar
  • In-Person
  • In-Person and Webinar
Event Topic* Pick list of workshop topics available.
 
Event Title* While this is pre-populated based on the Event topic selected, we recommend tailoring this to your institution’s branding to better resonate with your audiences.
 
Description* While this is pre-populated based on the Event topic selected, we recommend tailoring this to your institution’s branding to better resonate with your audiences.
 
Multilingual Assistance If you have participants who’s native languages are not English, you can select other languages here. Attendees can pick from these options which will translate the dashboard and workshop materials. This field is multi-select.
 
Event URL*
(required for webinars)		 The URL participants will use to access the virtual event.

For example: https://www.zoom.com/company-id.
Additional Conferencing Info
(for webinars)		 This area can be used to provide explainer text and additional instructions to successfully connect to the event.

For example: To call into audio for the webinar, please dial 800-555-1234.
 
Date* Select the day, month, and year of the event.
 
Time Zone* Select the time zone in which the Start and End Times correspond with. Participants will see the events in their local time zones.
 
Start and End Times* Select the hour, minute, and AM/PM of when the event will start and end.
 
Allow pre-registration for this event Pre-registration enables you to send emails or other communications to attendees in advance.
 
This event is for children Check Yes if any of your attendees are under 18. In this case, do not collect any personal information from anyone.
 
This is a private event Check Yes if your event should not be accessible via public search. Private events will be hidden from attendee search results.
 
This is a demo event Check Yes if this will be used for internal training-the-trainer sessions or similar tests. You may also want to make it a private event (see above).
 

* = required field
 

Event Venue
(for in-person)		 Add the name and address of the location where the in-person event will take place.
 

 

3. Event Organizers

Lead Volunteer* Pick list of users in your account with the Event Organizer Role. Select one.
 
Volunteers Needed* Input the number of volunteers needed to run the event. This number includes the lead volunteer.
 
Estimated Expense If there are any additional costs incurred while hosting the workshop, add that here. This does not impact the event, but is used for tracking purposes.
 

* = required field
 

4. Partner Details

Create a New Parter

Name* Name of the partner
 
Website Add the partner’s website
 
Mission* Include 1-2 sentences of the partner’s mission
 
Serves LMI Community Check Yes if this partner serves predominantly low and moderate income members of the community
 

* = required field

 

Choose an Existing Partner

Partner A pick list of previously added partners. The name, website, mission, and "Serves LMI Community" fields will auto-populate.
 

 

5. Registration Questions

This set of questions allows you the flexibility to gather demographic information from participants. It is multi-select so you can tailor the questions for each event. Selected questions are required upon registration.

  1. What is your household income?
  2. What is your home Zip / Postal code?
  3. What is the name of your current company or employer?
  4. What is your age?
  5. How do you identify your gender?