Creating a New Event

Setting up and running an event on Norby is simple and easy. Whether its virtual or IRL, we've got everything you need to take your event to the next level!

Feature Update: You can now utilize Norby's AI capabilities when setting up a new event. Simply answer the prompted questions after creating a new event. When you are finished with the question flow you'll land in the Design section of Events.

How to Create an Event
  • From the left-hand menu, select Events.
  • Next, select the +New option in the right hand corner.

You will now be redirected to the Events builder page, see below;
Screen Shot 2023-08-10 at 12.49.21 PM

Section 1: Details

This section is where you will build out what, where, and when aspects of your event.
    • Title = what is the name of the event
    • Location = where the event is taking place
      • Online = enter in an online link for your event in the 
      • In real life = the physical location where your event will be held
    • Starting At & Ending At
      • Starting At = the time that your event will begin
      • Ending At = the time that your event will end
    • More Settings
      • Category = type of event (this will default to Other)

Once the above-mentioned information is filled in your events page will look like this:

Screen Shot 2023-08-10 at 12.51.57 PM

Section 2: Registration

This section is where you will choose what information you want to collect from registrants.

    • You can require one, two, or all three of the following options on a registration:

Name, Email, and/or Phone.

    • We recommend that you also take advantage of custom fields.
      • This enables you to ask a variety of questions that can later be used to segment your event's attendees to give them a personalized follow-up.
      • You can also rearrange the order of your custom fields with our drag-and-drop tool.


Example of Event Registration with a Custom Field Question

Norby_event registration

    • Furthermore, you can utilize the additional options found in Advanced Settings:
      • Keyword signups - This will allow your audience to text your Norby phone number and register for the event. (Note: If only a phone number is required, the signup will be instantaneous. However, if name and/or email is required the system will text the recipient a link to complete registration.)
      • Post-sign up redirect - Add a URL to redirect a user to a specific webpage after they have completed a sign-up process. This can be used to direct users to a confirmation page, a thank you page, or any other page that is relevant to the signup process.
      • Deadline -  Close event registration at a specific date and time.   
      • Password - You can gate the event by requiring a password to access.
      • Capacity - This enables you to only allow for a certain number of registrants.

Example of the Advanced Settings options in Event Registration

Screen Shot 2023-08-10 at 1.14.40 PM

Section 3: Design

This section is where you will build out the look and feel of your event pages' design.

    • Content -  Here you can choose your event's subtitle, create a detailed description of your event via the body section, and image if you'd like to style your event.
      Screen Shot 2023-08-10 at 1.17.15 PM
    • Button settings - In this dropdown menu, you can customize the text on various buttons to confirm things like registration and (if virtual) joining the event.
      Norby_event_button settings
    • Appearance - Select a prebuilt Norby them or customize the event page based on your individual choices. A quick note that appearance settings will default to whatever you have chosen for specific Norby account.
      • Select Alternate Page Layouts - Choose between several layout options for your event page when building an event or sign up. 

        Screen Shot 2023-09-19 at 6.21.24 PM

Section 4: Notifications

You can setup event notifications and reminder on the following cadences:

    • Confirmation - When someone registers 
    • Reminder - Before your event starts 
    • Start - When your event starts 

You can also send out test messages for each of the above-mentioned notifications.

Screen Shot 2023-09-18 at 7.32.32 PM

Section 5: Summary

This is simply where you will review everything that you've built out so far to see if you'd like to make any changes before publishing the page and having it go live. You can simply hit the edit button if you would like to make any changes to any of the sections shown below:

Screen Shot 2023-08-10 at 1.33.12 PM

Monetization - $

    • Ticketing - You can charge for access with Norby's ticketing. To set this up, you'll need to link your Stripe and Norby accounts. Here are instructions for both things.
    • Donations - Additionally, you can set up donations for an event on Norby. We've made a separate guide to walk you through that setup process, click here.

Tags - #

    • You can automatically assign a tag that will automatically populate on the registrant's contact record. This will allow you to segment certain messages via Send to a specific tag(s). For example, a musician could utilize the city and tour name as tags, as shown below, to send out targeted messages in the future.



When a member of your audience registers for an event, you will be able to send their notifications and reminders about the upcoming event they've signed up to attend. Additionally, you will be able to message them 1:1 using the Norby inbox. However, the registrant will need to sign up for automated marketing messages (as shown below) in order to receive mass sms or email messages sent using Norby's Sends feature.

Image 3-23-23 at 2.54 PM


Saving & Publishing Your Event

  • When you create an Event, Signup Form, Page, or Send, any changes you make will automatically be saved as a draft. Additionally, if you explicitly click on "Save" in the upper right-hand corner, your draft will be saved and you can continue working on it without being redirected to the dashboard. This feature is designed to improve your productivity and convenience as you create and refine your content within our platform.
  • Please note that once you have published or scheduled your content, our system will no longer be able to automatically save your progress. This is because the event, sign-up, page, or send is already live. Therefore, you will have to explicitly publish any new changes you make from that point onwards.


Further Reading

  • To review your event's performance be sure to dive into the Analytics for the event. You can learn more by clicking here.