What are Event Types?
Event Type refers to the different categories or classifications of events based on their purpose, format and audience.
For example, there are education events like workshops and seminars where attendees learn about Investment products, Social Security, or Medicare. There are client events like client appreciation, client reviews, or even annual enrollment.
Swivel is pre-configured with the following event types:
Seminar
Each event type serves a specific role in bringing people together for different reasons.
Adding Event Types
From the left-side main menu, click the Settings tab > Advanced Setup
Go to Marketing & Sales section > click Event Types.
From the Event Types page > click +New button
Complete New Event Type form
Name
Description optional
Click Save
🔍 Tip: Event Types can also have configured workflows to each Event Type to help efficiently manage the logistics of each event. To configure a workflow, simply click into the respective Event Type and click +Add in the workflow template window. Learn more at Workflows.
Edit Existing Event Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Marketing & Sales section > click Event Types
Go the Action Menu
> select Edit for the appointment type you wish to edit.Complete the Edit Event Type form
Name
Description Optional
Click Save.
Merge Event Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Marketing & Sales section > click Event Types
From the Event Types page > click
Complete the Merge Event Types form
Merge From
Merge To
Remove original Lead Source after merge recommended
Click Merge
🛑 IMPORTANT! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.