Learn how to launch a new event using pre-configured templates in Grip’s event template library.
This article explains how to create an event using Grip’s event template library. It also provides guidance on selecting the most suitable template for your needs and ensuring compatibility with your application setup.
The event template library offers pre-built event configurations that can be easily copied into your application. This feature is especially useful for organizers new to Grip or those looking to save time when launching a new event.
In this article, we will cover the following:
- Use cases
- Before you begin
- Finding the right template
- Creating your event
- Frequently Asked Questions
Use cases
The event template library supports the following scenarios:
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Event organizers launching their first event in Grip
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Teams within an organization managing multiple events with similar structures
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Event organizers seeking inspiration for new formats
- Event organisers looking for quick, ready-to-launch configurations
The library provides instant access to pre-built events that are nearly ready to launch. Users can simply select a suitable template, create the event in their Grip application, customize the branding and upload their event data.
The template library allows you to search and filter across a curated range of events, which include optional features and configurations that have been created after feedback and successes measure from real events.
Note: If a template includes features that are not available in your current Grip license, they will be ignored during setup. A list of optional features will be displayed during the template selection process.
Before you begin
Before creating an event using a template, ensure your application on Grip Dashboard includes the following:
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At least a few basic data types (e.g., Participant, Company types)
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Access to the Events page in the Grip dashboard
Note: If you’re using a brand new application or don’t have data types configured, contact your Grip delivery manager for assistance. Every template requires data types in order to copy the correct settings.
Finding the right template
When you're ready to create an event,
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Open your Grip dashboard and go to the Events page.
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Click Create new event, then select Choose from template library.
You'll see a list of event templates that you can browse through, or you can use the search bar and filters to refine your selection. Clicking on a template brings up its details, including multiple images, a description, and any important notes that you should be aware of.
What's really important is the list of attributes shown below the description - these are really helpful to narrow down the category of event you want to create. Checking these attributes can tell you what kind of audience the event was configured for, along with key features like Mobile support. You can see the same list in filters at the top of the library once you have a sense of what you need.
Tip: Use the attributes section to match a template to your event goals. Filters at the top of the page mirror these attributes to help refine your search.
Templates may also show “related templates” based on similar features or structure. These are useful if the initial option doesn’t meet your exact needs.
Creating your event
After selecting a template:
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Click 'Use template'.
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Grip will automatically validate the template to ensure it’s compatible with your application setup.
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If successful, proceed to the next step in the event creation flow.
If you encounter an error during validation:
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Carefully read the error message. It may indicate missing data types or feature mismatches.
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Return to the library to select a different template, or contact your Grip representative to enable the necessary data types.
From this point onwards you follow the same steps as listed in the article for copying events from different applications, where you map the data types in the template to those in your application, and then choose optional features.
Once you've added in the final details you're ready to start using your new template!
Ensure that you spend a little time updating the branding and messaging to fit your event's style, and that you log in before launching to be certain everything looks right.
Frequently Asked Questions
Q: Why do I need more data types to use a template?
A: Features in Grip are tied tightly to the data types that are in the event. Permissions, custom fields, relationships, teams... all are configured on a data type-level and we need to transfer those settings onto a data type in your application. In Grip, you can have Item types, Company types and Participant types, all having slightly different properties, and the Grip licence you have will dictate how many data types you're permitted. If you don't have enough of a certain data type, you'll need to speak to your Grip team contact for assistance.
Q: I want a different kind of template that's not listed, what should I do?
A: If you're looking for something that's not available in the template library, let us know! Get in contact with your Grip team member and we may be able to create a template in the future to fit your needs.