Hello! In this guide, you’ll learn how to create and manage events or seminars in LeadCenter.ai. The Events & Seminars module allows you to organize live or virtual events, manage registrations, automate reminders, and track conversions — all within one platform.

1. Accessing the Events Page

To begin:

1. From the left menu, click Events.
2. Select Events List.

This opens the Events and Seminars page, where you can view all existing events.

2. Adding a New Event

To create a new event:

1. Click the Actions menu in the upper-right corner.
2. Select Add Event.

This opens the Event Creation page, where you’ll configure all event details.

3. Setting Up Basic Event Details

Internal Name

• Assign a clear internal name for internal tracking.
• It’s best practice to include the year, month, and day for clarity.
  • Example: 2025-01-20 Retirement Seminar

Office Location

• Optional but useful for firms with multiple offices.
• Helps in reporting and filtering event performance by location.

Subject and Public Name

• Subject: Used for internal event performance reporting.
• Public Name: Displayed publicly on your website’s event list and event page.
  • Example: Retirement Seminar

Event Type

• Determines how events are tracked and analyzed in reports.
• Choose an existing type (e.g., Retirement Workshop).
• You can also create a new event type by clicking the “+” or “Create New” link.

4. Event Status and Visibility

Event status controls where and how your event appears:

• Draft: Internal only, not publicly listed.
• Scheduled: Public and published on your website.
• Completed: For past events.
• Cancelled: For canceled sessions.

To display your event publicly, the status must be set to “Scheduled.”

Private Event Option

• Toggle Private Event to keep the event hidden from the public list.
• The event will still have a public registration page, accessible via direct link only.

5. Adding Images and Campaign Tracking

Event Image

• Upload an image to be used as both the thumbnail and main image on the event’s public page.

Source / Campaign

• Select a marketing source or campaign (e.g., Seminars and Events).
• This is important for tracking marketing expenses and ROI in event reports.

6. Date, Time, and Location

1. Choose the Time Zone.
2. Set the Start Date and End Date (for example, January 23, 2025, from 6:00 PM to 7:30 PM).
3. Add the Venue Name, e.g., Ruth’s Steakhouse.
4. Optionally, include the Venue Address.
5. Enter the Capacity (e.g., 50 seats).

If registrations reach the capacity limit:

• The system automatically sends a waitlist email to additional registrants.

Virtual Event Option

If your event is online:

• Toggle Virtual Event and enter the event link (e.g., Zoom, Teams, or Webinar link).

7. Mailhouse and Invitations

If you’re using a mailhouse to send physical invitations:

• Enter the Mailhouse Name and the Number of Invitations Sent.
• This data helps calculate registration conversion rates.

8. Event Description, Agenda, and Communications

Description & Agenda

• Use the text boxes to outline event details and the schedule.
• This information appears on your public event page.

Emails & Notifications

You can trigger automatic emails for different event milestones:

• Registration Confirmation
• Waitlist Notification
• Attendance Confirmation
• Follow-Up Emails

Internal notes can also be added for team reference.

9. Using Event Templates for Faster Setup

Creating an event from scratch can take time — so you can duplicate an existing one:

1. From the Events and Seminars page, click the three dots (⋯) next to a past event.
2. Select Duplicate.
3. Confirm by clicking Yes, Copy.

This automatically copies all event settings, including:

• Name and description
• Agenda
• Email confirmations
• Reminders
• Attendee questions

Just update the Internal Name, Date, and Time, and your new event will be ready to go!

Summary

Tip

Use event templates for recurring workshops or seminars — it saves setup time and ensures consistent branding, reminders, and email workflows across all events.

By following these steps, you can easily create, manage, and publish events and seminars in LeadCenter.ai, complete with automated confirmations, reminders, and performance tracking.

Thank you!