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Create conference: Tags and settings

Conference creation is organized into four tabs. The information below covers the bottom section of the first tab, where you can add tags, keywords, and other helpful details.

  1. Continuing on from "Classifications" and "Custom Fields" scroll down to "Additional Details" 
  2. Enter in additional details to help your users find your event
    • Tags and Keywords: These are a simple way for grouping and directing your audience to short-term or ultra-specifically categorized events. You can add as many tags and keywords, but you will have to add them one at a time and press “enter” to set each tag.
      • There is a 255 character limit, but highly recommended limiting the length much less as it will impact the user experience.
      • Pre-existing tags and keywords will populate after entering at least two characters to select from.
      • Helpful tips for tags and keywords.
        • Tags: Display publicly at the bottom of your event page.
          • Keep tags simple
            • There are no character limits, but tags are meant to be short simple words to help group and market the event.
            • Reduce usage of organizational words. Use “Research Expo” rather than “UC San Diego Research Expo”.
          • Consider what is expected by your community
            • Since Tags are visible on the front-end, always use language that is expected and used by the majority of your community.
          • Use Tags as “Sub-Filters”
            • Since event types are an evergreen list, Tags are a perfect way to compliment these types and categories. You can use Tags to help organize and categorize your events. For example, if you have a “Volunteer” event type applied, you can consider Tagging events with “Fundraising”, “Tutoring”, “Mentoring”, etc. These kinds of Tags provide additional context for users, without having to sacrifice concise and easy Filter navigation.
            • Use tags to categorize your events by units within larger groups. For example, if your group is “Social Sciences” and want to specify events from a smaller unit you can add the “Economics.”
          • Keep your list of Tags manageable
            • While Tags are meant to bring granularity, as a rule of thumb, they should always match several events so your platform can maintain consistency and reduce clutter. For instance, “Free Food” is a popular Tag as this could apply to a large subset of events. On the flip side, we’d recommend avoiding “Free Pizza” or “Free Cookies.”
          • Avoid echoing other Classification
            • However, this does not mean that Tags should be parroting other Classifications. For instance, if you have “Volunteer” as a Filter, we’d caution against using Tags such as “Volunteering” or “Volunteer” but can you add these as keywords to help categorize further.
        • Keywords: While Keywords are almost identical to Tags, they provide the added benefit of not being visible on the front-end. As such, they do not have to be recognizable or familiar to your community. This is when your team can confidently use shorthand or acronyms.
          • You can add common misspellings to enhance searchability.
            • Keywords may be limited to admin curation, but they can also be useful for users on the front-end. Imagine you’re hosting an event “Triton Barbecue”, you could add “BBQ” as a keyword so users can find your event searching using either word.
      Important: Campus Calendar Administrators may add tags, keywords and promotional features to your events to increase their visibility across campus websites and channels. Please do not remove any newly added tags or keywords to ensure your event is effectively promoted throughout the university.
  3. Add a hashtag. Platform can only display one hashtag.
  4. Add a link to a supporting website such as your organization’s page or a page with additional event information or resources. Platform can only display one website.
  5. Vanity URL: Create a custom URL suffix or use the automatically generated one.
  6. Owner: You are by default the owner of the event. If you need to transfer ownership, please add the new owner's email address into this field.
  7. We recommend you click "Save Changes" at the bottom right of the page to save current progress on this section before continuing down to "Event Insights" and "Visibility".

Event insights and Visibility settings

  1. For events using the Localist ticketing system, the platform will send registrants an email with a short survey. Collect user insight after the event day by checking the "Request post event feedback from attendees" box. 
    • The feature is limited to the 5 standard questions and currently does not support custom questions. Question 1 is required by default if using this feature. You can disable questions 2-5 if you don't find them necessary. Learn more at Localist’s Event Insights webpage.
      • How would you rate this event?
      • How likely are you to attend another event from this group?
      • Did you connect with someone at this event that you didn’t know before
      • How likely are you to recommend events from this community to a friend or colleague?
      • How informative was this event?
    • To view insights, go to the event’s editing dashboard, click the “metrics” dropdown menu, and “insights”.
  2. User Engagement: “User Engagement” features have been disabled system wide and cannot be enabled. Please disregard this section.
  3. Visibility: Set who can see your event
    • Public: Your event will display on the calendar website and any applicable calendar feeds.
    • Unlisted: Your event will not display on the calendar website, but can be accessed through the URL.
    • Restricted: Users will need to be logged into the platform to view and register for the event.
  4. Promotion: Based on your permission level, you can add the event to the top featured section of the calendar pages.
    • Sponsored Event: Check “Boost this event to place it higher in trending events and mark it as a sponsored event” to boost the event in the trending algorithm. This will help send it straight to the top of the trending list. This feature is only available for certain permission levels.
  5. Click "Save Changes" at the bottom right of the page to save your progress.

Step guide

Step 1: Basic information

Add event details and classifications.

Step 2: Tags and settings

Configure tags and settings.

Step 3: Create schedule

Add individual sessions.

Step 4: Conference registration

Create conference registration.

Step 5: Review and publish

Review conference and session pages.