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How To Manually Create A New Event with event·hapily

Discover how to create new events within your hapily portal using the hapily event and hapily session objects!

event·hapily allows you to sync over Zoom info to HubSpot as Events. But how are you supposed to set that up if you’re hosting a live event? Simple. You can manually create a hapily event and hapily sessions within the CRM!

Before we get started, it’s important to note the hierarchy of event·hapily objects:

  • hapily event: Acts as the overarching object for an entire Event. Everything from individual activities to the total length of the Event can be found here.
  • hapily session: Acts as an individual activity / meeting within an Event. Is used to check attendees in and track attendance. 
NOTE: While a hapily event can have multiple associated hapily sessions, a hapily session will only have one associated hapily event.

 

How to manually create a hapily event

If you’re familiar with HubSpot already, you’re in luck! Creating a new Event works the same way as creating any other HubSpot object. If you’re not familiar though, you can create one by:

  1. Navigate to your hapily events record view and click Create hapily event.
    hapily-event-nav@2x
  2. Fill out the fields in the resulting tab.
    1. While the only required field is the Name of the Event, the rest of the fields featured here are important as well! Information such as the Start / End Dates, Event Length, or State / City will be important to effectively managing your Event. So make sure you fill out any that are vital to your success.
      create-hapily-event@2x
  3. Once the event has been created any workflows set up to autopopulate information such as registration form links, landing pages, etc. will run. If you do not have these automations setup you will need to manually create the relevant registration forms/pages. For more information check out the event•hapily registration guide.

Create the hapily sessions (optional)

If your event includes multiple sessions then once you have created the event you will need to create the relevant sessions. To create events follow the same steps above but from the hapily Session list view. 

hapily-sessions-nav@2x


Still have questions? Email us at care@hapily.com.