Events Library – Manage Your Events & Forms
What is this for?
The Events Library is your central dashboard for creating, organizing, and managing all events and custom forms. It shows a filterable, searchable grid of cards — each card represents one event or form — with a powerful action menu for every item.
Step-by-Step Instructions
1. Open the Events Library
- In the left sidebar, click the List icon (📋) labeled Events.
- You land on the Active Events tab by default.
2. Create a New Event or Form
- Click the Create button (top-left, labeled CREATE).
- Choose:
- Event Form – a standard event with registration, schedule, and journey.
- Custom Form – a standalone registration form not tied to an event timeline.
- You are redirected to the Event Constructor to build it.
3. Filter & Search the List
Use the filter bar under the Create button:
- Search by name – type any part of the event/form title; results narrow instantly.
- Filter by status – multi-select: Active, Stopped, Finished, Created, Closed Subscribe.
- Filter by type – multi-select: Event Form, Custom Form.
- All filters combine (AND logic). Clear a filter by deselecting it.
4. Work with an Event Card
Each card shows:
- Event name (tooltip on hover if truncated)
- Type badge: Event Form or Custom Form
- Status badge with color dot (green=Active, red=Stopped/Closed, yellow=Finished, gray=Created)
- Subscriber count (total + waitlist if applicable)
- Private lock icon (if event has a password)
Open the action menu (⋮ three dots, top-right of card) to access:
| Action | When Available | What It Does |
|---|---|---|
| Edit | Always | Opens the Event Constructor for this item. |
| Copy | Always | Duplicates the event/form (asks confirmation). |
| Details | Always | Opens the Subscribers Details page for this event. |
| Preview | Always | Opens a live preview of the registration page in a new tab. |
| Copy Link | Only Active events | Copies the public registration URL to clipboard. |
| Remove | Only non-Active events | Permanently deletes the item (asks confirmation). |
| Journey | Only if a journey is attached | Opens the Journey Editor for that journey. |
| Stop | Only Active events | Opens the Stop Event popup to gracefully close registration. |
5. Switch to Removed Events
- The sidebar has a second tab Removed Events (trash bin).
- There you can Restore or Preview deleted items.
6. Infinite Scroll
- The list loads 25 items at a time. Scroll down to load more automatically.
Important Rules & Tips
Status rules gate actions. You cannot Remove an Active event — you must Stop it first. You cannot Copy Link for a draft — only Active events have a valid public URL.
Copy creates a full duplicate. All settings, form fields, journey (if any), and metadata are cloned. The copy starts in Created status.
Search is client-side on the loaded batch. If you have hundreds of events, type the name after the list has loaded enough items, or use the status/type filters first to narrow the server query.
Private events show a lock icon. Hover it to see the tooltip “Private event – password protected”.
Journey button appears only when a journey exists. If you never attached a journey, the button is hidden entirely — no dead ends.
Common Questions & Troubleshooting
Why is the Remove button missing for my Active event?
Active events cannot be deleted directly. Click Stop first, then Remove will appear.
I clicked Copy Link but nothing happened.
The button only works for Active events. Check the status badge — if it’s not green, the link isn’t publicly valid.
Can I bulk-delete or bulk-change status?
Not in the current UI. Each action is per-card. For bulk operations, use the system or contact support.
My event has a journey but I don’t see the Journey button.
The button appears only when a journey is attached. Open Edit, go to the Journey section, attach a journey, save — then the button will show.
How do I see waitlist vs. confirmed subscribers?
Click Details on the card. The Subscribers Details page splits them into Confirmed and Waitlist tabs.
The list seems stuck loading / shows an error.
Refresh the page. If the error persists, check your network tab for a failed /events request — usually a temporary system hiccup.