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Event settings: custom fields, templates and export

The settings icon on the event list, which holds reusable fields, application templates and the CSV export.

Applies toDashboard

There is a settings icon next to New Event on the event list. It holds three things that apply across all of your events, and it is easy to go years without noticing it.

Steps

  1. Open Engagement → Events.
  2. Choose the settings icon to the right of New Event.
  3. Use the tabs: Custom fields, Applications, Export.
  4. Choose Done when you are finished.

Custom fields

Reusable fields you can drop into a ticket's sign-up form instead of recreating them per event. Choose Add Field to build one.

Applications

Application templates are reusable sets of fields. Build a template here, then when you set up a ticket's sign-up form you can start from it rather than adding every field by hand. Choose New Template.

Export

Downloads attendees across all of your events as one CSV, which opens in Excel or Google Sheets. Tick the fields you want (Event, Attendee, Email, Phone, Type, Checked In), or use Select All, then choose Export To CSV.

This is a roll-up across events, so it carries the common fields only. Answers to custom application fields are not in it, which the screen tells you as well.