Once you're comfortable using the platform, you can return to explore the advanced features designed to enhance your events even further.

✅ Essential Setup: Complete These First

These are the core setup tasks we recommend completing before launching your first event.

1. Check Your Organisation Details

Your organisation details form the foundation of your account setup. They power everything from participant communications to default event settings, including your currency, timezone, and contact information.

How to update your Organisation Details:

Go to Organisation Settings > Account Settings > Organisation Details

📘 Related article: Organisation Details

2. Add Your Company Logo

Your logo appears on your event landing pages and as your website favicon, helping participants instantly recognise your brand.

How to upload your logo:

Go to Organisation Settings > Account Settings > Images / Logos

📘 Related article: Uploading Company Logos and Images

3. Brand Your Transactional Emails

Participants receive important communications throughout their event journey. Adding your branding helps create a professional and consistent experience.

You can customise:

Your email header logo
Social media links displayed in the email footer

How to update your email branding:

Go to Organisation Settings > System Options > Email Templates

📘 Related article: Branding Your Emails

4. Add Frequently Asked Questions (FAQs)

Providing answers to common questions upfront helps reduce support enquiries and gives participants confidence when registering.

How to add FAQs:

Select FAQs from the left-hand navigation menu.
Create and publish your frequently asked questions.

📘 Related article: FAQ Setup Guide

You're ready to go!

Completing the steps above will ensure your account is branded, participants know how to contact you, and your communications are ready for launch.

🚀 Advanced Options: Explore These When You're Ready

The features below are completely optional and aren't required to launch your events. They're designed to help you enhance your communications, expand your website, and make even more of the platform over time.

1. Set Up Your Own Domain Email

Connecting your own domain email allows you to send marketing emails from your organisation's domain, helping your communications appear more professional and improving deliverability.

How to connect an own domain email:

Go to Email Marketing > Senders

📘 Related article: Own Domain Email Setup Guide

Good to know: This is only required if you plan to use Eventrac's email marketing tools.

2. Create Event Launch Emails

Use the built-in email marketing tools to keep your community engaged before and after registration opens.

You can use campaigns to:

Promote upcoming events
Share important updates
Re-engage previous participants

How to create your first campaign:

Select Email Marketing from the left-hand menu.
Draft and send your first campaign.

📘 Related article: Getting Started with Email Marketing

3. Explore the Website Builder

Your Eventrac account includes tools to create additional website content, helping you build a richer experience around your events.

You might use this to:

Create "About Us" pages
Publish event guides
Add news and updates

How to get started:

Go to Website Builder

📘 Related article: Enabling Content Sections Guide

What's Next?

As you become more familiar with Eventrac, you can return to these advanced features at any time. There's no expectation to configure everything on day one.

Many organisers launch successfully using only the essential setup steps and gradually introduce additional functionality as their events grow.

✅ Checklist complete! Your account is now set up with the essentials needed to provide participants with a professional, branded experience—and you know where to find the additional tools when you're ready to take things further.