This guide explains how to create, edit, and manage seminar and event types in LeadCenter.ai to improve tracking, reporting, and ROI measurement.

1. What Are Event Types?

Each event in LeadCenter has an associated Event Type, such as:

• Retirement Workshop
• Webinar
• Live Stream
• Lunch and Learn
• Custom Event Types you create

Event types are an essential organizational and analytical feature. They allow you to:

• Filter events by type in reports.
• Measure performance and ROI for specific event categories.
• Compare outcomes — for example, production generated from retirement workshops versus webinars.

2. Accessing the Event Types List

To manage event types:

1. Click on your name in the upper-right corner of the screen.
2. Select Settings from the dropdown menu.
3. On the Settings page, navigate to Database List.
4. Scroll down to the Other List section.
5. Click on Event Types.

This opens the Event Types Management Page, where you can view all existing event types used in your account.

3. Adding a New Event Type

To create a new event type:

1. On the Event Types page, click Add New Event Type (or equivalent button).
2. Enter a name for your new event type.
   • Example: Educational Webinar or Client Appreciation Dinner.
3. Click Save to apply your changes.

Your new event type will now appear in the event creation menu and will be available for selection when scheduling new seminars or events.

4. Editing an Existing Event Type

To modify an event type:

1. Locate the event type in the list.
2. Click Edit next to its name.
3. Update the name or any other relevant details.
4. Click Save.

All changes take effect immediately and apply to any future events assigned to that event type.

5. Deleting an Event Type

If an event type is no longer relevant:

1. Locate it in the Event Types list.
2. Click Delete or the trash icon.
3. Confirm the deletion.

Note: Deleting an event type will not remove past events but will make the type unavailable for new events.

6. Using Event Types in Reports

Event types play a key role in event performance tracking:

• When generating Event Performance Reports or Production Reports, use the Event Type filter to narrow results.
• You can measure metrics such as:
  • Attendance by event type
  • Conversions or appointments booked per event type
  • ROI comparison between different event types

For example:

To analyze production results between Retirement Workshops and Webinars, open the Event Reports module and filter by each type to compare outcomes.

7. Summary

By setting up clear and consistent seminar and event types, you enhance your ability to analyze performance, streamline reporting, and gain deeper insight into the effectiveness of your event marketing efforts in LeadCenter.ai.

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