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Confetti - The tool
Confetti - The tool

Learn more about what you can do in Confetti.

Daniel Ohlsson πŸ‡ΈπŸ‡ͺ πŸ‡¬πŸ‡§ avatar
Written by Daniel Ohlsson πŸ‡ΈπŸ‡ͺ πŸ‡¬πŸ‡§
Updated over 3 months ago

Hello,
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And welcome to Confetti!
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In this tutorial, I will go through the basics we need to be able to create stylish and professional event pages for our upcoming events. A good way to learn about the tool is to try it out and explore the different options.

Create your event

  • To create your event, click on `New event` in the right corner.

  • Sometimes we need to prove that we are human by clicking in the box `I'm not a robot`.
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  • After that it's time to name the event and to keep it simple we name this Confetti Tutorial.
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  • After that we need to decide if the event is free or if we want to sell tickets. It's possible to create a `Tickets` event for free tickets and can be useful if you have different kinds of tickets, but now we choose to create a `Free event`.

  • The next step is to enter the number of attendees for the event. The meter goes up to 1000, but if your event can accommodate more attendees, we can fill it in directly where the number of attendees is stated.
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  • There are two different types of events, `Standard` and `Minimal`.
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  • A `Minimal` event is just a registration form where your visitors can register to the event. However, this tutorial will go through how to create a `Standard` event.
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  • Then we set the start date and start time for our event. It is not necessary to specify an end time, but it can be good if we want your attendees to be able to save calendar links. If we do not specify an end time, the event will only take up three hours in the calendar.
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  • Finally, we need to enter a URL (web page address) for the event page. If we just click on the field, a URL will be auto-generated based on the event name. You need to click or enter a URL in the field (under URL) in order to save your settings when creating a new event.
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  • Finish by clicking `Save`.
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    Design and Content

  • Now we have created our event page and come to the fun part. Design and content!

  • To the right of the page, we see what your event page looks like. We can click on the different parts of the page to get directly to that block and edit it.

  • On the left side we see the menu where we can make different settings for our page. We'll come to that later.
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  • In the middle, we are offered a few different choices.

  • The `Publish` button will make the event public. We return to that button when we feel ready to activate the event page.

    The following choices can be skipped and come back to later but it is a good way to quickly give the event side some meat on the bones.
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  • Under `Make it yours` we find different options to make our event page unique. Cover photo is the image that is displayed at the top of the event page in the header. We can upload our own pictures, gifs or videos by clicking on the camera button and then selecting a file.
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  • Primary color is the color that will make up the bulk of the page.
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    Advanced colors provide additional design possibilities.
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  • Under `Add your info` we can change the event name, add a Tagline that appears under the event name in the header and text that will appear in the Text block.
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  • If our event has a physical location, we can set this under `Pick a location` with the possibility to show a map. We can also add information about the event venue and how to get there.

  • Under `Manage ticket settings` we can choose if we want to add a QR code to the ticket. A QR code is helpful if we use Confetti's Check-in app which is available to download for free, as a complement. The QR code on the ticket together with the Checkin app facilitates check-in of attendees.
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  • Now that we have the basics ready, we will go through the menu on the left.
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  • The first thing we can do is to see a preview of the event page by clicking on `Preview event site`. The preview page opens in a new window.
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    Overview

  • `Overview` is the page we are on. When the page is published, we will find information about the latest activity on our event page as new registrations or if an attendee changes information on their ticket.
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    Attendees

  • `Attendees` refers to everything that has to do with attendees to our event.
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  • Under `List` we find the complete list of attendees. Here we can easily search for different attendees.
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  • `Add new` allows us to add attendees directly to the list without having to invite them. It is important to note that these attendees do not affect the specified maximum number of attendees. If our event has limited capacity, we need to adjust the number of attendees under `Settings` so that the limit is not exceeded.
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  • `Invite/import` is where we send out our invitations. We can invite attendees one by one or insert an existing list. It is important then that the list is arranged according to the instructions.
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  • Under `Export` we can export the attendees list as Excel or CSV. The download is only based on the current information on the page, so if attendees add or cancel, a new export needs to be made.
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  • `Name badges` is a function for printing name tags generated from the attendee list.

  • The Confetti Check-in app is free, and can be downloaded under `Check in app`. Confetti Check-in app is an all-in-one tool for any type of event. With the Check-in app we can check-in attendees to our Confetti event.
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  • The Confetti Check-in app can be downloaded to both Android and Iphone and looks like this:

  • Under `Scanning sessions` we can choose to create a scanning session connected to our event. With the help of Confetti's app, you can then let your partners collect contacts at your event through our Lead scanning function.

    Pages

  • The next tab is called `Pages`. Here we can make additional settings regarding the page's appearance.
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  • `Start` shows the different blocks that the page consists of. Sometimes the event name shows here but it is always recognizable by the small house icon.
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  • If we want to make a change in a block, we click on it.
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  • We can move the blocks by grabbing the dots to the left of the blocks and dragging them up or down.
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  • If we hold the mouse pointer between two blocks, we can add a new block.
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  • Blocks that are grayed out and have a crossed eye are hidden.
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  • We can make them visible by clicking on the block and selecting `Show`.
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  • Links created via + Add page appear at the top of the header.
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  • In `Forms` we can create a form to sign up for our event. We can also create a form to collect feedback from attendees about our event.

  • `Signup form` is the form the attendees fill in when they register for the event. It is possible to add additional questions via `Add field`.

  • `Feedback form` works as a Signup form but is intended to be sent out to attendees after the event to receive comments and feedback.
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  • `Add`, under `Forms` and next to `Feedback forms`, is especially useful if we create a Ticket event with different types of tickets. We may need different information from attendees depending on which ticket they have chosen. It can also be used to send out a Feedback form before an event.

  • `Design` gives a little more possibilities when it comes to the page design that we set in the beginning.
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  • Under `Sharing` we can write texts that are shown if the event is shared on social media or saved as a calendar link. We can also link to social media.

  • `Welcome` is the pop-up window that appears when an attendee has completed their registration.
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    Content

  • Under `Content` we can add information about `Organizers`, `Sponsors` and `Speakers` and create a `Schedule` for the event.
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    Messages

  • `Messages` -> `Email & SMS` contains templates for the emails sent out from the event page. It is also possible to create your own messages via `Compose`. It is possible to mail attendees based on their answers in the signup form.
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  • Only `Invite` and `Compose` emails require Email credits.

  • The auto-generated emails costs no email credits. The auto-generated emails are:

    • `Welcome` email, which is the ticket

    • `Waitlisted` email, if that function is activated

    • `Decline` email, that is to be sent if someone cancels and

    • `Thank you` email, which if activated, is sent out two days after the event with the option to attach a Feedback form.
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  • If the credits should not be enough or run out, we can buy more via 'Buy extra credits'.
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  • It is also possible to send an SMS, but SMS has its own credit pot. We can get SMS credits by clicking 'buy SMS credits'.

    Livestream

  • `Livestream` allows us to stream directly through Confetti. It is also possible to connect external services such as Youtube, Vimeo, Facebook Live and Twitch.

    Settings

  • Finally, we have `Settings`, which concerns more technical settings for our event page.

  • Under `Setup` we can adjust the availability and visibility of the event, change location and date, and make our settings for the registration process.
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  • Depending on where in the world the event takes place, we can set the Time zone and Time format.
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  • We can also change the language for generic, pre-filled text on the event page. This will change for example the language on the date of the event in the header and the text in the website footer, which is the section of content at the very bottom of the web page. The language for the pre-filled suggestions for text in e-mail templates also change accordingly. However, the admin page is always in English.
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  • Email sender name is what will appear as the sender of invitations.
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  • Reply to email is the address to which we will receive daily updates on new activity on our event page. However, the sender address is always noreply@confetti.events.
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  • SMS sender name is the name that will appear as the sender if we choose to send SMS via Confetti.

  • As long as we do not have any registered attendees, we can change between `Free event` and `Tickets`.

  • As I mentioned in the section about `Attendees` and the `Add new` - function, we can, if the event is limited in space, lower the attendance ceiling here since `Add new` does not occupy a spot from the maximum number of attendees.
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  • Furthermore, we can make settings for:

    • The registration's opening hours

    • Choose whether we want a waiting list, either automatically which gives any free spot to the person at the top of the list, or manually where everyone who registers ends up on a waiting list that we can then invite from.
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  • We can also choose whether guests are allowed to bring extra people. These will occupy a spot from the maximum number of attendees but will not be asked for ticket details.
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  • `Duplicate` means that we can clone the event page to use as a template for a new event. When duplicating, it is important to go through all parts of the menu as certain information may be irrelevant to the new event. Above all, it is important to review the information in the email templates.
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  • At the bottom we can click on `Delete event`. In order to activate the delete button we need to fill in the password under the line. This two step process prevents us from deleting the event by mistake.

  • Under `Integrations` it is possible to connect various analytics tools to track where the traffic to our event page comes from. Examples of analytics tools to connect are:

  • `Data and privacy` concerns how long attendee information is stored.

  • In addition to Confetti's terms and privacy policy, which you must approve in order to register, we can also add our own terms and conditions under `Additonal terms`. These are then displayed next to Confetti's terms and conditions policy at the bottom of the application form.
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  • We can also make settings for Cookies.
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  • `Teammates` is a function for our Plus and Business customers that enables several users to work with the same event. It is possible to set different degrees of transparency for teammates depending on which function is needed.

  • Finally, there is a function for Business - which allows 'Webhooks'. Allowing Webhooks means that Confetti sends a copy of, for example, every notification that comes into the user's system.
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  • When we have made all the settings, saved them and feel ready to publish the event, we go to `Overview` and click on the `Publish` button. Sometimes you may have to refresh the page and press the button again for the publication to go through. You can edit information or make changes to your event site after it is published.
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  • Now we have published our first event. I hope this introduction to the tool has been helpful. If you have more in-depth questions, I would like to recommend our FAQ articles that answer more detailed questions that may arise.
    You are also always welcome to sign up for support and I or one of my colleagues will help you as soon as we can.
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    Good luck!
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    Daniel Ohlsson
    Head of support, Confetti


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