How do I archive my events?

So you're Event Dashboard is starting to resemble a college dorm, and its time to do some spring cleaning.

Currently, Splash does not have an archive feature but there are a few simple ways to achieve effective organization.

Tags

  • Applying a tag to your page is a way to group your events by useful keywords.
  • When a tag (or tags) is applied to the event, it will allow you to filter your events dashboard by that term.

Here's how to tag events and filter your dashboard by tag:

  1. Go to your event dashboard.
  2. Direct the event page you would like to apply the tag(s) to, and select the 3 editing dots.
  3. Select New Tag and begin to enter in your tag.
  4. Tap Enter on your keyboard.
  5. Back on your event dashboard, select Tags on the left hand side.

Helpful Tip: Keep your tags simple but feel free to use a few where applicable.

 Tags2.gif


Event Type

  • Every event that is created is assigned an Event Type
  • Event types function similarly to tags, in that it allows you to quickly filter your entire dashboard.

Here's how to add an Event Type and filter your dashboard by type:

  1. Select the Event page you would like to apply the Type to.
  2. Select Event Settings and update/edit your Event Type on the right hand side.
  3. Click Save.
  4. Back on your event dashboard, select Event Type on the left hand side.

 event_type.gif


Helpful Tips
:

  • Event types are editable retroactively. So, if you want to clean up past categorization, you can do so directly from the event's settings. 

  • Event types offer their most value when synced to Salesforce or other CRM systems of record. They become the cornerstone for doing various types of ROI analysis.

  • You can setup custom Event Types specific to your Enterprise event program; just reach out to your Customer Success Manager!


Filter

Applying a Filter to your Event Dashboard is a way to view your events by a certain criteria.

  1. Go to to your event dashboard
  2. Select Filter
  3. Set up your parameters.

Helpful Tip: As you select your filtering parameters, the Event Dashboard will refresh — no need to hit Enter!

 Filter.gif

Search

Performing a Search within your Event Dashboard enables you to type in the entire, or a portion, Event Title of your page for a quick way to locate your page.

Here's How:

  1. Go to your Event Dashboard.
  2. Click into the Search bar and begin to type in your Event Title.
  3. Tap Enter on your keyboard.
  4. Mic drop.

Search.gif

Was this article helpful?
0 out of 0 found this helpful