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

  1. Click the Create button (top-left, labeled CREATE).
  2. Choose:
    • Event Form – a standard event with registration, schedule, and journey.
    • Custom Form – a standalone registration form not tied to an event timeline.
  3. 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.