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New Account Setup Checklist

Welcome to Eventrac! This checklist will help you get your account ready to launch. Start by completing the essential setup steps below to establish your branding and participant communications.

Written by Angus Williams

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


1. Add Your Company Assets

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

  • Logos
    High-resolution logo files in PNG (with a transparent background) or SVG format are recommended.

  • Domains & Social Links
    Your website URL, email domain, and social media profile links.

  • Event Page Cover Images or Videos
    Recommended image dimensions:

    • Desktop: 1920 × 450px

    • Mobile: 350 × 200px

    • Videos must be hosted on YouTube before they can be added to your event pages.


2. 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


3. 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.


4. 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?

There's no expectation to configure everything on day one.

Your account is now set up with the essentials needed to provide participants with a professional, branded experience.

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