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Confetti - The tool

Learn more about what you can do in Confetti.

Written by Daniel Ohlsson πŸ‡ΈπŸ‡ͺ πŸ‡¬πŸ‡§

Hello,
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And welcome to Confetti!
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In this tutorial, We will go through the basics you need to create stylish and professional event pages for your 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 you need to prove that you are human by clicking in the box `I'm not a robot`.

Name the event.

After that, you need to decide if the event is free or if you want to sell tickets. It's possible to create a Ticket event for free tickets and it 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, you can fill it in directly where the number of attendees is stated.

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 for the event. However, this tutorial will go through how to create a Standard event.
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Then you set the start date and start time for your event. It is not necessary to specify an end time, but it can be good if you want your attendees to be able to save calendar links. If you do not specify an end time, the event will only take up three hours in the calendar.
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Finally, you need to enter a URL (web page address) for the event page. If you 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 you have created your event page and come to the fun part: design and content!

To the right of the page, you see what your event page looks like. You can click on the different parts of the page to go directly to that block and edit it.

On the left side you see the menu where you can make different settings for your page. We'll come to that later.
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In the middle, you will see a few different choices.

The `Publish` button will make the event public. You can return to that button when you feel ready to activate the event page.

The following choices can be skipped and returned to later but it is a good way to quickly add more content and personality to the event page.
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Under Make it yours you find different options to make your event page unique. Cover photo is the image that is displayed at the top of the event page in the header. You can upload your 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 you 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 your event has a physical location, you can set this under Pick a location with the possibility to show a map. You can also add information about the event venue and how to get there.

Under Manage ticket settings you can choose if you want to add a QR code to the ticket. A QR code is helpful if you 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 Check-in app facilitates check-in of attendees.
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Now that you have the basics ready, we will go through the menu on the left.
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The first thing you can do is 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 you are on. When the page is published, you will find information about the latest activity on your event page, such 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 for your event.
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  • List

Under `List` you find the complete list of attendees. Here you can easily search for different attendees.

  • Add new

`Add new` allows you 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 your event has limited capacity, you need to adjust the number of attendees under `Settings` -> `Setup` so that the limit is not exceeded.
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  • Invite/Import

`Invite/import` is where you send out your invitations. You can invite attendees one by one or insert an existing list. It is important that the list is arranged according to the instructions.

  • Export

Under `Export` you can export the attendee 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.

  • Name badges

`Name badges` is a function for printing name tags generated from the attendee list.

  • Check-in app

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 you can check in attendees to your 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` you can choose to create a scanning session connected to your event. With the help of Confetti's app, you can then let your partners collect contacts at your event through the `Lead scanning` function.

Pages

The next tab is called `Pages`. Here you can make additional settings regarding the page's appearance.

  • Start

`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.

If you want to make a change in a block, click on it.

You can move the blocks by grabbing the dots to the left of the blocks and dragging them up or down.

If you hold the mouse pointer between two blocks, you can add a new block.

Blocks that are grayed out and have a crossed eye are hidden.

You can make them visible by clicking on the block and selecting `Show`.
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  • + Add page​

Under `+ Add page` you have several possibilities:

You can create a new, parallel page and link to it. The `+ Add page` function is helpful, for example, if you want to direct your guests from a preview of your speakers to a page with more information about them.

You can create a link to an external page.

You can also create anchor links to blocks on the event page to make navigation easier.

Links created via + Add page appear at the top of the header.

  • Design​

Gives you more options to customize the appearance of the event page that you set up initially.


​Colors: Adjust the page colors.

Fonts and spacing: Choose between different fonts and adjust the size and spacing of different blocks.

Images: Add a favicon (displayed in the browser tab) and adjust the event cover image.

Code: Add custom code to further customize the event page.

  • Copy

Here you configure the texts shown during the registration flow.

-For Free/RSVP events, this message is shown after the attendee has registered.

-For Ticket events, the message is displayed at the top of the ticket selector.
​Buttons title: Customize the button texts on the event page.

Advanced content strings: Adjust the copy text displayed in different parts of the platform.
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  • Forms

In Forms you can create a form to sign up for your event. You can also create a form to collect feedback from attendees about your event.


​Signup form is the form 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.

Add, under Forms and next to Feedback forms, is especially useful if you create a Ticket event with different types of tickets. You 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.

  • Sharing

Under Sharing you can write texts that are shown if the event is shared on social media or saved as a calendar link. You can also link to social media.


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Content

Under Content you can add information about Organizers, Sponsors and Speakers and create a Schedule for the event.

  • Organizers
    Manage organizers and administrators for the event.
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  • Sponsors
    Add and update sponsors and partners.
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  • Speakers
    Collect and manage information about speakers and presentations.
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  • Schedule
    Create and update the event schedule and sessions.
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Messages

  • SMS

The SMS feature lets you send text messages directly to participants and contacts from the platform. You can use it to send invitations, reminders, and important information before or during the event. The feature makes it easy to reach participants quickly through their mobile numbers and works as a complement to email communication.

  • Email

`Email` contains templates for the emails sent out from the event page. It is also possible to create your own messages via + New email. It is possible to email attendees based on their answers in the signup form.

To send mail via Confetti, you use Email credits.

Only Invite and + New email emails require Email credits.

The auto-generated emails cost no email credits. The auto-generated emails are:
-​Welcome email, which is the ticket
-​Waitlisted email, if that function is activated
​-Decline email, which is 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.


If the credits are not enough or run out, you can buy more via Buy extra credits.

Livestream

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

Settings

Finally, there is Settings, which concerns more technical settings for your event page.

  • Setup

Under Setup you can adjust the availability and visibility of the event, change location and date, and make settings for the registration process

Categories
Organize the event with categories for better structure and filtering.

Who can see this event?
Choose whether the event should be public, private, or password protected.

Who can attend this event?
Decide who can register and attend the event.

Hide in search engines
Hide the event from search engines so it will not be indexed or appear in search results.

Domains
Connect a custom domain to create a more branded event experience.

Venue
Add the venue, address, and map location for the event.

Start date & Time
Set the event date, time, time zone, and language.

Default country
Choose the default country for participants’ phone numbers and contact details.

Email sender name
Set the sender name shown in email communications.

Reply to email address
Choose which email address receives replies from participants.

SMS sender name
Set the sender name displayed in SMS communications.

Free event
Create a free event with the option to use a waitlist.

Tickets
Sell tickets and manage different ticket options for the event.

Max. number of attendees
Limit how many participants can register for the event.

Hide event date
Hide the event date and calendar links from the event and emails.

Open the registration right now
Open registration immediately for participants.

Let the registration be open until event starts
Keep registration open until the event begins.

Set last date for updating registration
Set the last date participants can update their registration.

Allow multiple registrations with the same email
Allow multiple registrations using the same email address.

Require email verification to sign up
Require participants to verify their email before registration is confirmed.

Require email verification to view ticket
Require email verification before participants can view their ticket.

Add a QR code to check in people with the event manager app
Use QR codes for fast and smooth check-in through the app.

Accept registrations by email
Allow participants to register by replying to an RSVP email.

Waitlist
Enable a waitlist when the event is fully booked.

Approve all attendees manually
Manually approve participants before they receive a spot at the event.

Guests can bring extras
Allow participants to register additional guests.

Allow guests to decline your invite when registering
Let participants decline the invitation during registration.

  • Integrations

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

Jobylon
​Rule
​Salesforce
​Hubspot
​Google Analytics Measurement ID (Google Analytics 4)
​Google Analytics tracking code
​Google Tag Manager ID
​Google Site Verification Code
​Facebook Pixel ID
​Facebook Domain Verification
​LinkedIn Insight Tag
​Intercom App ID
​Hubspot tracking code

  • Data and privacy

Data and privacy concerns how long attendee information is stored.

Personal data usage
Inform attendees how their personal data is used and stored.

How long do you want to store attendee information after the event?
Decide how long attendee information should be stored after the event.

Additional Terms
Add custom terms or information attendees need to accept.

Cookies
Manage how cookies are used and whether a cookie banner should be shown to visitors.

Banner
Display a cookie banner where visitors can accept cookies.

None
Disable the cookie banner and use the default cookie settings.

  • Teammates

Teammates is a function for 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.

  • Webhooks

Webhooks is a Business function that allows webhooks. Allowing Webhooks means that Confetti sends a copy of, for example, every notification that comes into your system.

  • Embed

When you have made all the settings, saved them and feel ready to publish the event, 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.

Now you have published your first event. I hope this introduction to the tool has been helpful. If you have more in-depth questions,
I would recommend the FAQ articles that answer more detailed questions that may arise. You are also always welcome to contact 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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