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  • 1.  Duplicating last years' event - which data to copy over?

    Posted 20 days ago
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    Hi - I am working on setting up our 2027 global summit. The summit will remain mostly unchanged (slight revisions to the agenda, but registration path and pricing, exhibitor portal and attendee hub should mostly remain unchanged). The main difference is that we will be hosting our event site on our wordpress page and only want to link out to registration, whereas last year we had our event site built into the cvent website module. 

    With that in mind - what event data should I copy over and which should I not?

    Thanks!
    Meg


    #CventEssentials
    #MeetingsManagement

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    Meg Thatxon
    Events & Member Engagement Manager
    Financial Data Exchange
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  • 2.  RE: Duplicating last years' event - which data to copy over?

    Posted 15 days ago

    Hi Meg,

    Hope you're well!

    Since you're moving your main event site to WordPress and only linking out to Cvent for registration, there are a few intentional choices to make during the copy process.

    What to Copy
     
    • Registration Paths, Admission Items, Fees & Discounts - Since your registration setup is mostly unchanged, copy all of this. Just make sure to review and update any date-dependent pricing (e.g., early bird deadlines and refund policies - these will auto-adjust relative to the new event date, but confirm they land on the correct dates).
     
    • Sessions/Agenda - Even with slight revisions to the agenda, copy these over. It's much faster to update existing sessions than to rebuild from scratch. All session dates will be auto-adjusted forward.
     
    • Exhibitor Portal - Copy this over if you're using Exhibitor Portal for your current event. Your exhibitor configuration will carry through, and you can update exhibitor admins and contacts as needed after copying.
     
    • Attendee Hub - Copy this if you're using Attendee Hub for your current event. Your existing setup and content will transfer. Note that a small number of Attendee Hub elements don't copy automatically (such as certain custom cards and web links), so do a quick review of your Attendee Hub setup after the copy to confirm everything is in place.
     
    • Event Emails - Copy these. Scheduled email send dates will auto-adjust to the new event date. After copying, review all emails for any static text, old dates, or hardcoded links that need updating.
     
    • Speakers & Credits - Copy these as well.

    What NOT to Worry About - The Cvent Event Website

    Since you'll be hosting your event marketing site on WordPress this year, you won't need to rebuild or maintain the Cvent event website pages. The website will copy over as part of the Site Designer, but you don't need to publish or promote it.

    Instead, the key link you'll use is your Registration Weblink - this takes attendees directly to the registration form, bypassing any Cvent website pages entirely. You can find this by going to Marketing → Weblinks in your event, and copying the Registration link to embed on your WordPress site.

    What Never Copies (By Design)

    Just as a heads-up, regardless of your selections, the following never carry over from a copied event:

    • Registered attendees and invitee data from last year

    • Invitation list contacts (the list structure copies, but it will be empty)

    • Social network integrations

    Add-ons (these copy across but will be deactivated)

    Post-Copy Checklist

    Once the event is created, run through these quickly before going live:

      • Confirm event dates and update session dates if needed

      • Review fee deadlines and discount code dates

      • Pull your Registration Weblink from Marketing → Weblinks to add to WordPress

      • Review event emails for static text and old hyperlinks

      • Check Attendee Hub for any elements that may need to be reconfigured

      • Update exhibitor admin contacts if they've changed


    You can also refer to the following articles for your reference :

    Copying an Event
    Copying a Webinar or Essentials Event

    I hope this helps. Please let us know if you have any further questions.

    Have a great day ahead!



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    Raashi Semwal Khati
    Quality lead - Client Services
    Cvent
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