Copying a Previous b2match Event

If you have previously planned an event with b2match and were the event owner, you can save time by copying your previous event settings and/or website. After that, you can make additional adjustments to your new event. 

How can I copy a previous b2match event?

First, make sure you are actually allowed to copy the settings of the desired event. On your workspace, find the previous event whose settings you want to copy. 

Click on the desired event and then on Organizers on the left sidebar. Search for your name and check if your assigned status is Owner. If you are the owner, you are all set. 

If you are not the event owner, contact us and we will assign you the ownership. However, this is only possible if your organization has ownership, or you have approval from the event owner.

After confirming that you are the event's owner, the next step is to create a new event. Go back to your workspace and create a new event in b2match next. 

Fill out all the mandatory fields with the required information to set up your event such as event name, URL path, topic, language, event’s start and end date, and time zone. For more information, read our article Creating a new event.

In the Copy previous event setup section, you can select between events for which you are marked as owner to copy the settings. 

From the drop-down menu, simply select the event whose settings you wish to copy. 

After selecting your past event, you will see 4 boxes underneath the drop-down menu. These represent the settings that can be copied for the new event. By ticking a box, you decide to copy the past event settings for this option. 

Which event settings can I copy?

If you tick the Event Setup box, you will copy the following settings:

• Website: including the menu pages
• Event Setup
  • Event information: website language, visibility rules and messaging settings
  • Promotion Settings: event promotion description, website footer promotion, social media links
  • Agenda: sessions (descriptions, locations, identifiers, limits) and tracks
  • Registration Settings: Areas of Activity, Participation Types, Organisation Types, Registration and Visibility rules
  • Matchmaking Settings: Scheduling Mode, Rooking Mode, Booking Rules

• • Marketplace: schema (enabled or not), classifiers

• • Payment: Payment Settings, Tickets and Ticket Rules.
    No actual payments will be copied
  • Feedback Settings: Questions and Meeting Ratings.
    No actual feedback given by participants will be copied 
  • Event Navigation: all the links and dropdown menus
  • Promotion Settings: the image and description
• If you tick the Website home page box, you will copy the entire design of your previous event’s website.
• If you tick the Participants, organizations, and opportunities box, you will copy all your previous participants, organizations and opportunities that were available on your previous event. 

The last step is to click on Create event at the bottom of the page.

If you didn't find an answer to your questions, please get in touch with the Support Team here.