Overview
Events help you organize marketing activities, track attendees, and measure event performance.
You can create an event:
From an existing Campaign
Directly from the Open Events section
đ Note: If your organization uses a supported event registration integration, such as LeadingResponse or LeadJig, campaigns and events may be be created automatically when new events are received. Contact your LeadingResponse or LeadJig representative to learn more about enabling this integration.
đ See: Common Webhook Integrations and Creating Contacts via a Webhook.
Create an Event from a Campaign
From the left navigation menu, click Marketing.
Under Open Campaigns, select the desired campaign.
From Campaign page, click + New Event.
Select the desired Event Type.
Complete New Event form.
Click Save.
Create an Event from the Open Events Tile
From left side navigation menu, go to Marketing.
Go to Open Events, click +New Event button
From drop-down selection menu, select the desired Event Type.
Complete New Event form.
Click Save.
đNote: Don't see the Event Type you need? Users with the Owner or Manager role can create a new Event Type directly from the +New Event dropdown Learn more in Manage Event Types.
Event Fields
Complete the following fields when creating an event.
Field | Description |
Status | Select Pending, Open, Closed, or Canceled. |
Name | Enter a descriptive name for the event. |
Description | Optionally provide additional event details. |
Start On | Select the event start date and time. |
End On | Select the event end date and time. |
Assigned To | Select the Swivel user responsible for the event. |
User Calendars | Select additional users to add the event to their calendar. |
Venue | Select the event location. |
Tags | Optionally add tags to organize and filter events. |
Best Practices
Start the event name with the date
Events are displayed in alphanumeric order throughout Swivel. To keep events organized chronologically, we recommend beginning the event name with the event date.
Examples
â 2026-09-15 | Medicare Dinner | Springfield
â 2026-10-08 | Retirement Workshop | Kansas City
đ« Medicare Dinner - September 15
Starting the event name with the date makes it easier to locate events and keeps event lists organized as your marketing calendar grows.
Frequently Asked Questions
Can I create an event without a campaign?
Yes. You can create an event directly from the Open Events section.
Do I need to create a venue before creating an event?
Yes. A venue must exist before it can be selected when creating an event.
What event statuses are available?
Events can have one of the following statuses:
Pending
Open
Closed
Cancelled
Can events be created automatically?
Yes. If your organization uses a supported event registration integration, such as LeadingResponse or LeadJig, campaigns and events may be created automatically. Contact your LeadingResponse or LeadJig representative to learn more about enabling this integration.
Can I change an event after it has been created?
Yes. Open the event to update its name, dates, assigned user, venue, tags, status, or other event details.