Move setup from your Sandbox to your live event

Your Onboarding Sandbox is a practice event. You can build in it freely, but you don’t move the sandbox itself to live. Your live event is a copy of the sandbox: you ask for a new event that starts from the sandbox, choose which parts come across, and our Customer Success team creates it for you. This page covers how to ask, what to bring, what to leave, and what to check afterward.

Before you ask

• Decide what you built that you want to keep. Forms, review plans, portals, tasks, email templates and settings are worth copying. The sample sessions, speakers and contacts the sandbox was filled with are not.
• Know who can ask. Org admins see Add Program. New conferences aren’t created on the spot. Your submission goes to Customer Success as a request, and they create the event.
• Pick the organization. To copy into a different organization you own, say which one in the request’s note. Both organizations must be in the same data region.

Request your live event as a copy of the sandbox

Click Add Program, either on your organization’s Events page or under the + button in the header, and pick Conference.

Under Start from, choose A copy of an existing event, then pick your sandbox as the Event to copy.

Under What to bring over, tick what you want to copy. Leave contacts, sessions and sponsors unticked unless you built real records there, because the sandbox’s are sample data. Tick Reset branding if the live event should start with its own logo and background instead of the sandbox’s. Each option is explained in What gets copied.

Fill in The basics for the live event: its name, start and end dates, and time zone. Answer Help us set it up if you can. Rough answers are fine and every question is optional.

Click Send request. You’ll see Request sent. Customer Success creates the live event as a copy of your sandbox with the options you picked, adds you to its team, and emails you when it’s ready. Until then, the request is listed on the Add Program page.

Tip

Some organizations have Clone Events switched on. If yours does and you’re an admin on the sandbox, the button reads Clone event instead of Send request, and the copy is created straight away with no request. In that case you’ll also find Clone in the sandbox’s menu on the Events page. See Clone it yourself.

Note

Every copy is a new event, so nothing is merged into an event you already built. If your live event already exists, copy pieces into it by hand, or say in the request which parts you want carried across.

What to check in the live event

Some things are copied in a safe state on purpose, and some never come across.

• Review plans are copied closed. Set a new due date to reopen each one.
• Email campaigns are copied as Draft with no schedule or history. Sending stays locked until your kickoff call.
• Sites get a placeholder slug ending in “-copy”. Set the real slug in Site Settings, and publish the new event’s programs yourself.
• Submission forms copy their questions, not their submissions. Check the Open Date and Close Date, and the participant role limits.
• Integration credentials aren’t something you can change yourself until your kickoff call. Your CSM connects them with you.
• Anything the sandbox banner warned about. The banner says work in the sandbox may not fully transfer, so open each form, portal and plan in the live event once before you announce it.

Starting the live event clean instead

If you’d rather not bring anything across, choose A blank event under Start from and send the request the same way, as described in Start a new event from scratch. Then rebuild using the onboarding checklist as your order of work.

See also

• Clone an event for every copy option
• New client onboarding checklist