Duplicating events is extremely helpful for when you have a repeat guest throwing an event, or if you are planning an event that is similar to one you have already built!
What pulls over when I duplicate an event?
The basic event information (contact, time, date, group size, etc.) will all pull over, as well as custom fields, proposal and internal notes, and the actual proposal. Email threads, tasks, and team messages will not copy over.
How do I duplicate an event?
- Head to the event you would like to duplicate
- Select the three dots next to the event name, and select "duplicate event"
- Once the event is. duplicated, it will bring you to a new event named "copy of [event name]" and you will be able to adjust information accordingly!
What if the event I duplicate is for a different contact?
Once you duplicate the event, and need to change the contact, it is important to update the contact before you do anything else. DO NOT change the contact from the previous event. You will want to follow the steps below:
- Select "add contact" and a side bar on the right will appear.
- Fill in the information for the new contact accordingly. Note: if the contact is already in the system, as you start typing, their information will appear.
- Click "save" in the top right corner
- Once you have done so, click the pencil icon next to the new contact
The side bar on the right will reappear. Scroll all the way to the bottom and select "make primary." This will make the new contact the one that is associated with the event- Select the pencil icon on the old contact, the right bar will appear. Scroll to the bottom, and select "remove."
You can now go through the duplicate event and make any edits! If you have any questions, email support@perfectvenue.com.