Getting Started
Log into the client portal
Click Calendar in the left navigation menu
Locate the event you want to change
Click on the event title on the calendar
A details panel will open on the right side of the screen.
Making Changes to a Seminar
1. Click the Edit Button At the bottom of the details panel, click the Edit Seminar button.
2. Update Event Details You can make changes to the following fields:
Date: Change the event date
Time: Change the event time
Topic: Change the topic
Title: Change the event title
Seminar Type: Change the seminar format
Venue Name: Update the venue name
Venue Address: Update the venue address
Meta Ads Budget: Adjust your Facebook advertising budget
Age to Target: Change the age range targeting
Presenter Name: Update the presenter
3. Update Status and Save
Click the Status dropdown and change it to "Updated"
Click Save
Making Changes to a Webinar
1. Click the Edit Button At the bottom of the details panel, click the Edit Webinar button.
2. Update Event Details You can make changes to the following fields:
Date: Change the event date
Time: Change the event time
Topic: Change the topic
Title: Change the event title
Webinar Type: Change between Automated or Live webinar
Meta Ads Budget: Adjust your Facebook advertising budget
Age to Target: Change the age range targeting
Presenter Name: Update the presenter
CTA Link: Update the call-to-action link
3. Update Status and Save
Click the Status dropdown and change it to "Updated"
Click Save
The following changes cannot be made in the portal:
Geo targeting: This is targeting for how your ads will be seen. For example, if you are currently targeting Dallas TX and want to target Fort Worth TX, you will need to reach out to your account manager to inquire. Targeting is set during the sales process and certain areas might not be available depending on event type.
What Happens Next
Once you click Save, a confirmation email will be sent to your inbox detailing the changes that were made to your event.
Questions? Contact your account manager for assistance.