Cvent Beginners

Hi, 

I want to understand the advantages of event templates vs. cloning? We think we want to create an event template for an event that is the same YOY, but we sometimes have issues with bad information getting copied or features that are out of date? Does the event template solve for that? 

Thank you! 

Erin 

#CventEssentials

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Erin Matthews
Events Manager
The Siegfried Group, LLPUnited States
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This is the exact reason why I moved to event templates instead of copying previous events.  There's always something that ends up a little different during an event - whether you need to add an extra email for waitlisted registrants, run an extra report for that one stakeholder, or send out additional information because there's one-off construction around your venue.  Using a template gives me a baseline of a "normal" event without me worrying about accidentally copying information that was specific to one certain instance and without having to comb through the event I'm about to copy to make sure it's what I need.

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Jess Olcott
Training Program Coordinator
ETC, Inc.
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This comes up a lot, especially with year-over-year events.

The main difference is control. Cloning copies everything from the old event - including outdated dates, pricing, contacts, hidden settings, or features you may not even be using anymore. That's usually where bad or stale info sneaks in.

Templates, on the other hand, act like a clean "starting point." You decide what should always carry over (registration structure, paths, workflows, core settings) and leave out anything that changes each year. If you keep the template updated, each new event starts fresh instead of inheriting last year's issues.

Does it solve the bad-data problem? Mostly yes - as long as the template itself is reviewed and maintained.

What tends to work well in practice:

• One template per event type

• Always build new events from the template, not last year's live event

• Do a quick annual refresh of the template before launching the next cycle

Cloning still has its place for quick variations, but for consistent YOY events, templates usually mean less cleanup and fewer surprises.

Leah
Dir. of Meetings
Transportation Intermediaries Association

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Leah Marshall
Meetings Director
Transportation Intermediaries AssociationUnited States
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