Cloning an Event
The Clone Event feature allows organizers to duplicate an existing event and reuse its configuration. Instead of setting up a new event from scratch, you can copy selected modules and settings from an existing event.
When cloning an event, you can choose which modules should be copied. The cloned event is created as a separate event and can be modified independently.
This is useful when creating recurring events, event series, or events that follow a similar setup.
Plan availability: Included in Premium and Ultimate plans.
Cloning an event copies only the configuration and setup. It does not copy actual data such as registrations, attendees, exhibitors, sponsors, or transactions.
Cloning an Event
- Open the Home page of your portal.
- Locate the event you want to duplicate.
- Click the More Options icon on the event card.
- Click Clone. The Clone Event dialog box will appear.
- Provide the following information:
- Event Name: Enter a name for the new event. The system automatically appends (Copy) to the original event name.
- Category: Select the category that best describes the event.
- Clone to Space: Choose the Space where the cloned event should be created.
- Start Date and Time: Specify when the event begins.
- End Date and Time: Specify when the event ends.
- Source language: Displays the language used in the original event.
- Under Preferences, select the modules that should be copied to the new event. Only the selected modules will be duplicated. Below are the available modules and what they include.
- Event Info: Copies the basic event information such as event title, description, event type, and general event settings.
- Event Location: Copies the event venue information including location details configured for the event.
- Hotels: Copies hotel listings added for attendee accommodation near the event venue.
- Team: Copies the event team members and their assigned roles.
- Ticket Class: Copies ticket classes configured for the event, including ticket names, pricing, and ticket limits.
- Payment Options: Copies payment gateways and payment settings configured for ticket sales.
- Agenda: Copies the event agenda structure including sessions, tracks, and schedules.
- Speakers: Copies speaker profiles associated with the event.
- Sponsor Category: Copies sponsor tiers and sponsor category structure defined for the event.
- Exhibitor Category: Copies exhibitor categories used to organize exhibitors in the expo section.
- Emails: Copies email communication settings configured for the event. This module includes the following sub-modules:
- Preferences: Copies email preference settings configured for the event.
- Automated Emails: Copies automated email templates triggered by event actions such as registration confirmations.
- Scheduled Emails: Copies scheduled email campaigns configured to be sent at specific times.
- Event Library: Copies media files stored in the event library. This includes:
- Images – Image files uploaded for the event website or event content.
- Videos – Video files uploaded to the event library.
- PDF – Documents uploaded for event resources.
- Website Settings: Copies the configuration used for the event website. This includes:
- Gallery: Copies gallery content used on the event website. Gallery settings and event visibility preferences are not cloned.
- Badges: Copies attendee badge templates used for printing or digital badges.
- Gamification Settings: Copies gamification such as points, rewards, and engagement rules.
- Public Discussion Channels: Copies discussion channels created for attendee interactions.
- Certificates: Copies certificate templates configured for issuing participation or completion certificates.
- Networking: Copies networking settings used to enable attendee connections and interaction.
- After selecting the required modules, click Clone.
Zoho Backstage will begin duplicating the selected modules. A notification appears indicating that the cloning process has started. Once the process is complete, the cloned event will appear on the Events page.
A confirmation message will appear. You can click Edit from the notification to open the cloned event immediately.
After Cloning
The cloned event is independent of the original event. You can modify its configuration without affecting the source event. Review and update the following before publishing the event:
- Event dates and location
- Agenda sessions
- Ticket availability and pricing
- Speakers and exhibitors
- Website content
- Email templates
If you have any questions, please contact support@zohobackstage.com.
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