How do I share events with connected user accounts?

SHARED EVENTS

Yes, this is possible with the Professional and Enterprise Plans.

 

  • The SHARED EVENTS feature enables you to setup and design an event and share it with your connected user accounts.
  • You as main account holder can edit the SHARED EVENT at any time and the changes will be automatcally visible in the SHARED EVENT for the connected accounts.

This is very helpful e.g. for:

    1. Organizing an invitation - when multiple organisers should use the same invitation design but should not see the contact information of the other organizer´s recipients lists.
    2. Christmas cards - when you design one oder multiple card designs and employees or partners should use these designs to send Christmas cards.

HOW TO

  1. Please design your event by choosing a template or uploading your own design.
  2. Please go to ACCOUNT / MY EVENTS / EVENTS OVERVIEW to view the list of your events
  3. Please go to the right side of the list and click on the ACTIVITY Drop down.
  4. Please click on "Mark as shared event for connected accounts"mceclip0.png
  5. You can then see this SHARED EVENT in the SHARED TEMPLATES folder on the leftmceclip1.png
  6. Please inform your connected users that they can FIND THE SHARED EVENT in the same spot in their accounts.
  7. Each connected User Account can then use this SHARED EVENT to create an own event, add recipients and send.
  8. Each connected can also add text to the designed card and then add recipients and send.

We hope this article was helpful.

Please contact us if you have any questions.

Your EK Team

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