Managing Event Initiatives

Overview
Event Initiatives represent overarching campaigns or themes. Admins can manage these lists for consistent tagging and reporting across the organization.

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➕ Add a New Initiative

1. Go to Organization Settings > Lists tab.

2. Expand the Platform/Initiative List section.

3. If desired, check the box to make the Event Initiative field required. Users must select an option from your list to create an event. 

4. Click Add New Initiative.

5. Type the initiative name and press Enter.

6. Add a start date if desired.

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📝 Edit an Initiative

1. In the Event Initiative List, click into any editable field:

   • Event Initiative

   • Active From / Until Dates

2. Make your changes.

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🗑️ Remove an Initiative

1. Hover over the initiative name and click the delete icon.

2. Confirm to remove it from your organization.