The Categories section is used to create, remove, edit, or clone groups of events organized by type.
Important Notes:
- A2Z Recommended Best Practice: Use one category per general event type (e.g., one category for all sessions). Events that sync from GA may duplicate if multiple categories are used.
- Default categories for Sessions and Meetings are created when your system is deployed.
- If preferred, create a new event category by clicking the Create New Category link to access the category form builder.
- Click the Edit button to access the category form builder for existing event categories.
Category Form Builder
The category form builder displays three unique sections:
- Category Details – Define settings associated with the event.
- Category Image – Upload and display a default image for all events listed in the category.
- Field Editor – Add or remove custom fields to display info and collect data regarding the event.
Category Details
Review the table below to learn more about definable Event Category settings:
Setting Name | Setting Description |
Category Name |
The name attached to the event category that appears on the front end. |
Description |
A brief explanation about or reason why the event category is being used. |
External Event Integration |
Define the integration type to enable the sync with Global Admin Important: Select the A2Z Personify OIDC IDP option from the dropdown if your portal has IDP enabled. |
External Event Type |
The GA Event ID used to enable the data pull from GA to the Portal. This field becomes visible after the External Integration Type field is defined and must be populated to successfully enable the sync between systems. |
Default Event Status |
Define the status automatically applied to events when created in the category. |
Enable Hour Tracking |
Select the checkbox to allow tracking when creating new events. |
Enable Capacity |
Select the checkbox to allow capacity restrictions when creating new events. |
Enable Notifications on user joining event |
Select checkbox to ensure external email notifications are sent when a user RSVPs to attend an event. |
Enable Comments Display For |
Specify visibility of comments related to the event. |
Restrict Access by Member Segment |
Grant specified user segments access to create new events in the category by setting the Radio button to Yes then selecting the appropriate segment checkboxes. |
Allow Tagging during Item Creation |
Permit access to designate tags at the time new events are created. Select the checkbox then select the checkbox for all relevant tags. |
Important Notes:
- Only specified types of conference data can be pulled from GA and synced to the Portal.
- Edits made to syncable data in the Portal do not push back to and update in GA, rather the updates are overwritten during the nightly sync.
- Some functionality (e.g., hour tracking and capacity restrictions) must be managed in both GA and EP.
Category Image
The Category Image section lets admins upload a default image that displays across all events grouped in the same category.
Category images are not required but, if uploaded, can create a more uniform look across multiple events of the same type.
If a category image is not defined, new events created in the category do not display a photo unless manually uploaded via the Upload Photos prompt.
Field Editor
The Field Editor section allows site admins to view a live preview of the event creation form. By default, 15 fields are visible on all event category forms. These fields are indicated with a light gray background and cannot be removed.
The field editor is grouped into two primary sections:
- Add Optional Field - Add, manage, and remove individual custom fields that appear on the form.
- Field Settings - Manage unique settings associated with individual fields.
Add Optional Field
Important Notes:
- There are 15 custom field types to choose from when customizing your creation form.
- Add new fields by clicking the desired Field Type.
- Drag, and drop to rearrange the order in which optional fields appear on the front end.
- To delete an option field, click it in the Live Preview, then click the red remove field icon.
Field Settings
Important Notes:
- Settings for default fields, indicated in gray, cannot be modified; however, site admins can customize settings for custom fields added to the form.
- Click the Field Settings tab label or click the field in the Live Preview to customize individual attributes (e.g., field label/name, description, character limits, requirements, etc.)
- Select the Required? checkbox to prevent submission of the form if the field is empty.
- The Display Only? setting determines whether the field is visible when viewing the form, editing the form, or both.