Admin Event Management — Product Tour

Full walkthrough

1. Market → Events opens View Events, the admin home for every event record. Events sit alongside Emails, Social, Microsites and the Campaign Library as Market tactics, and each event can run on its own as a single-touch tactic or as a step in a multi-touch drip campaign.
2. Add creates an event, Sort By reorders the list, Search Event finds one by name and Filter opens the filter pane. The List View and Thumb View icons switch layouts, and the Assigned to You and Created by You tabs narrow the list to your own events. Press Next and we'll open Filter.
3. Basic filters by Campaign and Event Name; Advanced adds more criteria. Apply refreshes the list, Save Filter stores the setup for reuse, and Clear resets it — useful as the catalog grows, since the same events are reused across single-touch and multi-touch campaigns.
4. Each row shows the event's thumbnail, name and description, along with the campaign it belongs to. The action buttons let you Edit the event's details, Preview its landing page, set Visibility Configuration so only the right partner countries, languages and groups see it, Delete it, or Set up Event to configure its pages and registration. Press Next and we'll add an event.
5. Name, Campaign and URL Extension are required. Campaign opens a Campaign Select popup — linking the event to a campaign is how it appears as a tactic on the Campaign Library interstitial page. URL Extension is the partner-facing slug used in hash codes and multi-touch email links, and UI/UX Package applies a visual theme. Add a Description of up to 4,000 characters and a Thumbnail Image. Press Next and we'll save the event.
6. View an Event leads with Edit, then Delete, Visibility Configuration, Manage Content for the drag-and-drop page editor, Preview and Upload Zip for bulk assets.
7. Event Information shows the saved fields and Template Sections hold the shared Header and Footer. Press Next and we'll open Visibility Configuration.
8. Visibility Configuration decides which partners can see and run the event. Countries and Languages each have Select All, and Assign to gives access to a user or a group — here, Gold Partners — with the Assignment History logged beneath. Press Next and we'll Save and Close.
9. Event Pages lists each page by Action, Page Name, Title, Page Type, Parent ID, Parent Page, Default and Sort Order, and Lead Scoring Rule scores prospect engagement. Press Next and we'll add a registration page.
10. Webinar Registration is a Form page (HTTP POST) so it can capture registrants; Content pages (HTTP GET) are static. Dynamic Form Action must match the UPM application the form was built in — here, EventRegistration. Press Next and we'll save the page.
11. Webinar Registration is now listed under Event Pages as a Form page. Manage Content opens the event's pages in the Drag & Drop CMS Editor — press Next and we'll open it.
12. Drag rows, columns, buttons, dividers, text areas and image areas from the sidebar onto the canvas. HTML Import Template accepts pasted HTML for structured designs.
13. Open Blocks → Forms lists the UPM dynamic forms; the one you drop must match the page's Dynamic Form Action. Press Next and we'll drop EventRegistration onto the page.
14. The EventRegistration form now sits on the page. Press Next and we'll save it and open the event's campaign.
15. On View a Campaign, the Events list shows every event tied to the campaign by Event Name, URL Extension and Event Start Date — the webinar appears because its Campaign field points here. Add associates another event. Press Next and we'll press Get Started to see what partners see.
16. Get Started opens the Campaign Interstitial Page, the partner's launch dashboard: every tactic with a count badge and Set-Up or Launch buttons. Do it for Me lets the partner hand execution to the Concierge team using MDF. Press Next and we'll launch the event.
17. Launching the event runs the campaign flow. Campaign Details is read-only, Email Details sets up the event invitation email, and Customize Template picks and edits its template.
18. Select Recipients picks the mailing list and sends a test, and Send Email offers Launch Email, Schedule Email with Schedule Time, and Save as Draft.
19. Manage Multi-Touch on a campaign's record opens the campaign's multi-touch flows — the most advanced way to run events. Press Next and we'll add a flow.
20. The sidebar groups the flow components: Initialize (Assign List), Actions (Email, Email → Event, Email → Microsite, Wait) and Conditions (Email Clicked, Email Opened). Press Next and we'll build an event invitation flow.
21. Assign List sets the recipients and Lead Engagement Email starts the flow. Email Clicked branches it: YES sends Lead Engagement Microsite, then a second Email Clicked sends clickers to the Server Widget CX Event; NO waits and sends a Lead Reminder Email. Edit on any step sets up its email. Press Next and we'll save the flow.
22. Save stores the flow, and the multi-touch engine runs it automatically, moving prospects through the event funnel by their engagement. That's Event Management: browsing and filtering events, creating one, visibility, pages and the CMS Editor, campaign launch and multi-touch flows.

Questions about this tour

What does the ZINFI Admin Event Management product tour cover?

The Admin Event Management tour walks through the module screen by screen in 22 guided steps. Admin-side walkthrough of partner events — browsing and filtering View Events, creating an event, visibility, registration pages and the Drag & Drop CMS Editor, campaign launch from the interstitial page, and multi-touch event flows.

Which platform and pillar does Admin Event Management belong to?

Admin Event Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Market pillar.

How long does the ZINFI Admin Event Management tour take?

About 7 minutes at a normal pace — 22 guided steps through the Admin Event Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Market pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Event Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.