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How to use Events Custom Fields

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With Events Custom Fields, you can create an event taxonomy that works for you — whether that’s by topic, audience, target schools, speakers or more — and tag your events accordingly to make them easier to find and report on.

Event Custom Fields allow you to add extra information to an event, for better filtering, segmentation, reporting and cross-team collaboration. 

For more information on using Events in Beamery, check out this article


Table of Contents

How to Create an Events Custom Field
How to Update an Events Custom Field


How to Create an Events Custom Field

Follow the below steps to create a new Events Custom Field. Please note that only users with admin permissions can create or update an Events Custom Field.

  1. Begin by navigating to Settings (1), and then select the Custom Fields (2) option from the left-hand sidebar.
  2. On the Custom Fields page, click the Events tab. Here you will see all existing Events Custom Fields.
    2021-08-02_11-41-24-oU8__1_.png
  3.  Click the Create Custom Field button to begin creating your new Event Custom Field. 
  4. In the modal that appears, give your Event Custom Field a name.
    2021-08-02_11-43-10-Gbc.png
  5. Then, select the field type from the below options:
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    1. Single Select - When using this field, you can select one option from the defined list of options.  
    2. Multi Select - When using this field, you can select multiple options from the defined list of options.  
    3. Short Text - When using this field, you can enter a free text input. 
  6. If you have selected Single Select or Multi Select, you will then need to enter each dropdown option into the area that has appeared below the field type selection area.
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  7. Finally, decide whether this field should be a required field by checking the Required Field box. Making a field required means that anyone creating an Event in Beamery must select an option for this field in order to be able to create an Event.
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  8. Once you’re happy with your selections, click Save. This Event Custom Field will now be visible on the Event Custom Fields list in settings, and will appear on the What step, when you create a new Event.

 


How to Update an Events Custom Field

Follow the below steps to update an existing Events Custom Field. Please note that only users with admin permissions can create or update an Events Custom Field.

  1. Begin by navigating to Settings (1), and then select the Custom Fields (2) option from the left-hand sidebar.
  2. On the Custom Fields page, click the Events tab. Here you will see all existing Events Custom Fields.
    2021-08-02_11-41-24-oU8.png
  3. Locate the field you would like to update, and click the vertical ellipsis button and select Edit from the menu that appears.
    2021-08-02_11-49-40-Gbk.png
  4. In the modal that appears, make the required changes to the field name, dropdown options, or required field checkbox. 

    Please note: you cannot change the field type of an Event Custom Field once it has been created.

  5. Once you’re happy with your changes, click Save. The updates to your Event Custom Field will now be visible on the Event Custom Fields list in settings, and will appear on the What step, when you create a new Event.

 


In Summary… 

Events Custom Fields in Beamery give you the flexibility to track and report on the Event information that matters most to your organization. 

 


Additional Resources: 

An Overview of Events
How to Create an Event
How to Edit an Event Page
Managing Contacts for Events
How to Track Events Metrics