Create a Series

Create an event Series for any event that occurs on a recurring basis, such as events that take place at the same time each week or month. We recommend creating a series for times when your team is consistently sourcing or needs to hire for specific locations or skill sets.

When you create a series, you receive a single link for the series that automatically updates with the next upcoming event. Like with individual events, you can create Tracking Links for the series to help evaluate the success of your marketing efforts. This reduces time spent updating your marketing materials for recurring events. Each event also has its own Live URL for you to use if desired.

A series must end no more than 6 months from the current date. You can edit the series later to extend the timeline.

Certain features are enabled at the event level, such as Scheduled Chat. Please review individual event settings to ensure all desired features are enabled.

In This Article

• Create a Series
• Series Links and Tracking Links
• Additional Resources

Create a Series

1. From your Account Home, click New Series.
   
   
   
   
2. Enter your basic series information, then click Next.
   
   
    
   • Select a Template. The template's settings and content will automatically apply to each of your events.
   • Select whether this is a Live or Test series.
   • Enter a Title. You can change this later in the series settings.
   • Decide whether to allow Representatives to search and invite registrants to their booth to chat. This can also be changed later.
     
     
3. Assign Representatives to your booths that allow them. When you have finished, click Next.
   
   

   This step is optional. You can assign Representatives to booths at a later date if desired.

   
   
   
   
   • Select the desired booth from the dropdown menu.
   • Enter the name and email address of the Representative, then click Assign. The Representative automatically appears in the Representatives Assigned section.
   • Repeat for each desired booth Representative.
   • Click the Delete icon to remove an assigned Representative.
     
     
4. Assign Hosts and Presenters to any Webinars Video Broadcast booths. When you have finished assigning presenters, click Next.
   
   

   This step does not appear if the template does not contain a default Webinars Video Broadcast booth. This step is optional. You can assign Hosts and Presenters at a later date.

   
   
   
   
   • Select the desired booth from the dropdown menu.
   • Enter the name and email address of the Host or Presenter.
   • Select their Role.
   • Enter their Title.
   • Upload their Profile Picture and Short Bio if desired.
   • Click Assign. The Host or Presenter automatically appears in the Host and Presenters Assigned section. 
   • Repeat for each additional presenter.
   • Click the Delete icon to remove an assigned Host or Presenter.
     
     
5. Schedule the first event in the series, then click Next.
   
   
   
   
   • Select the Start Time.
   • Select your Time Zone.
   • Enter the Duration of the event in hours or minutes.
     
     
6. If your template includes a Webinars Video Broadcast, schedule your broadcast, then click Next. You can also choose to schedule your broadcasts later.
   
   

   This step does not appear if the chosen template does not have a default Webinars Video Broadcast booth.

   
   
   
   • Select the desired booth from the dropdown menu.
   • Enter the Start and End time, then click Save.
     
     
7. Set the series cadence and end date. The cadence determines when and how often your recurring event happens. You can only schedule a series for up to 6 months at a time. If your series needs to run longer than 6 months, you can extend the series later.
   
   
   
   
8. Click OK to create the series.

After you have created your new series, you can edit the settings and content from the Series Home. Here you can view and edit the individual events as well as the series settings and information. While many settings and content can be managed in bulk at the series level, some must be edited at the individual event level. Read more about editing a series. 

Series Links and Tracking Links

Series Links

After creating a series, you can use the Series URLs to direct potential registrants to the next scheduled event in the series. You do not need to update your marketing materials or website for each event in the series. The Series URL automatically updates to the next scheduled event in the series, whether you add, delete, or reschedule events.

To access the Series URLs, click to expand the Series URLs section on your Series Home. Two links will appear: Next Event and Next Event Login.

• Next Event — This link directs users to the Landing Screen for the next scheduled event. 
• Next Event Login — This link directs users to the Login Screen for the next scheduled event.

Copy these links to use in your marketing materials to promote your series. Series Links never change. This allows you to use the link repeatedly without needing to update it.

When testing Series Links, please use a different browser or incognito mode in your current browser. Otherwise, you will bypass the landing page as a logged-in account.

Read more about how to use Series Links.

Tracking Links

We recommend that you create Tracking Links for your series to assess the effectiveness of your event marketing. When a user visits a page using a Tracking Link, Radancy recognizes the parameters and stores them in your participant report for you to review. Tracking Links provide valuable information to determine the impact and success of your event outreach.

From your Series Home, click Tracking Links, then click New.

Enter the information (parameters) in the following fields, then click OK:

Do not include commas or special characters in the Medium or Source fields. Commas and special characters will prevent tracking links from working.

• Medium — The method for distributing your link (i.e., email, website, social media).
• Source — The referral site, platform, or publication (i.e., newsletter, career-portal, Twitter, LinkedIn).
• Content (optional) — The specific content that is linked (i.e., text, image, button). This field is optional but provides valuable information when you include multiple links in your source.
• Campaign (optional) — The overarching audience for your outreach. This field is optional but provides valuable information when measuring response to similar outreach across user types.

Copy these links to use in your marketing materials to promote your series. Series Tracking Links never change. This allows you to use the link repeatedly without needing to update it. 

If you wish to use the Tracking Link for an individual event rather than the series, you can access them from your Account Home. Locate the desired event in Upcoming Events. Click on the meatball [ ] menu, then select Track to access your event tracking links. Event Tracking Links do not automatically update. They only track that specific event in the series. 

When testing Tracking Links, please use a different browser or incognito mode in your current browser. Otherwise, you will bypass the landing page as a logged-in account.

Read more about creating and using Tracking Links.

Additional Resources

Read more about how to use Series Links.

Read more about creating and using Tracking Links.

Read about editing and extending a series, including adding a one-time event to the series.

Read more about allowing Scheduled Chats for Representatives.