Marketing & Sales

Manage Event Types

Create, edit, and organize the Event Types your organization uses to categorize marketing events.

Overview

Event Types help organize and report on different kinds of marketing events, such as seminars, workshops, webinars, client appreciation events, and annual reviews.

You can manage Event Types from:

Advanced Setup (recommended for system administrators)
The New Event window (Owner and Manager users only)

See: Swivel User Roles

Adding Event Types

From the left-side main menu, click Settings > Advanced Setup.
Select Marketing & Sales.
Select Event Types.
Click the +New button.
Complete New Event Type form:
1. Name
2. Description optional
3. Click Save

Edit Existing Event Types

From the left-side main menu, click Settings > Advanced Setup.
Select Marketing & Sales.
Select Event Types.
Click the three-dot action menu next to the Event Type you want to update.
Select Edit.
Complete the Edit Event Type form:
1. Name
2. Description Optional
3. Click Save.

Merge Event Types

From the left-side main menu, click Settings > Advanced Setup.
Select Marketing & Sales.
Select Event Types.
Select the Merge button at the top of the page.
Complete the Merge Event Types form:
1. Merge From
2. Merge To
3. Remove original Lead Source after merge recommended
4. Click Merge

Best Practices

Use consistent naming.
Avoid duplicate Event Types.
Merge duplicates instead of creating similar names.
Keep Event Types broad enough for reporting.

Frequently Asked Questions

What is an Event Type?

An Event Type categorizes your marketing events. Examples include seminars, workshops, webinars, client appreciation events, and annual reviews.

Event Types help organize events and improve reporting across Swivel.

I don’t see the option to create a new Event Type from the Event Type drop-down.

Only users with the Owner or Manager role can create Event Types directly from the New Event window. If you don’t see this option, contact your Swivel administrator for assistance.

When should I create a new Event Type?

Create a new Event Type when your organization regularly hosts a type of event that isn’t already represented.

For example:

Client Appreciation
Educational Seminar
Webinar
Medicare Workshop
Annual Review

Avoid creating multiple Event Types for the same purpose with slightly different names.

Can I edit an existing Event Type?

Yes. Open the Event Type to update its name or description.

Changing an Event Type updates the name anywhere it is used throughout Swivel.

Can I delete an Event Type?

Event Types are managed using the Merge feature.

If an Event Type is no longer needed, merge it into another Event Type to preserve your historical event data.

When should I merge Event Types?

Merge Event Types when duplicate or similar Event Types exist.

For example:

Seminar
Educational Seminar
Seminar Event

Merging helps keep reporting accurate and reduces duplicate selections.

Can I assign a Workflow to an Event Type?

Yes. Event Types can have Workflow Templates assigned to them.

When an event is created using that Event Type, the associated Workflow Template can be used to help manage event logistics and follow-up activities.

Learn more in Workflows.

Does changing an Event Type affect existing events?

Yes. If you rename or merge an Event Type, existing events using that Event Type will reflect the updated value.

Where can I create a new Event Type?

You can create a new Event Type in either of the following locations:

During event creation by selecting + New Event Type from the Event Type drop-down.
Settings > Advanced Setup > Marketing & Sales > Event Types.