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Create Event Templates

Save time, reduce your workload & enjoy consistent event creation with event templates

Rachel Pohlen avatar
Written by Rachel Pohlen
Updated over a week ago

If you want to duplicate an event, or if a new event contains the same information as the ones before, you don't need to enter all the event information from the ground up. Instead, use the Event Templates functionality to create your complete event once, and then simply copy this when you set up your new event.

This is super handy and a real-time saver when your events have similar setup information for channels, run sheets, info documents, and any other workflows.

Creating your Event Template

Organizations home page > Select your organization

From your organization:

  1. Select Event Templates on the left-hand menu

2. Here you can view a list of your organizational templates, or select Add to create a new one

3. Give the template a Name and Description so you can reference it easily in the future. Sharing is automatically set to the Organization so only you and your team can see the template.

Start From...

When creating the new template you have two options, start from an Existing Event or Blank Template

Existing event - Build the template from an already existing event on Blerter. This is helpful if you already have an event set up you love, or want to use as a starting point. You can edit the template as desired once it is has been created.

​Blank template - This gives you a clean and fresh template to start with. It only has the Everyone & Management Channels and Groups in the template.

​What comes across from your event when choosing Existing Event:

  1. If you selected Existing Event fill in correct details and select Next

2. Choose the event you would like to duplicate and select Next

3. Check the event is correct - Select Save to confirm this is the right duplicate or select Back to choose another event

4. After saving you will then be taken to your new event template

5. If you selected Blank template - once you've entered the event details select Save

6. This will also take you to your new event template

Congratulations you are ready to start rocking with your new template!

Purple Editor Mode - You will know you are in the Template Editor when you see the purple banner across the top of the page

Next Steps

The next steps are tidying up, correcting, and updating the information

  1. Step through your Event Settings and update as needed

  2. Work through your Channels and Groups to make sure they reflect how you want to structure your event template

  3. In each Channel work through your Alerts, Info, Hazards, and Runsheets
    ​Remove items: Archive anything you no longer require

*Blerter Tip! Keep Alerts, Hazards, and Info in a draft state. When you create a new event and update the items to reflect the details of the new event - you can publish them. This will clearly show which documents still need updating before your event goes live.

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