This guide walks you through creating a new event using the creation wizard, managing events throughout their lifecycle, and using templates and duplication to save time on recurring promotions.

To create an event, navigate to Admin > Events and click the Create Event button in the top-right corner. This opens a four-step wizard.

Fill in the core details for your event.

Tip: When you select a template, the name is automatically updated to include the current year. For example, a "Black Friday Sale" template becomes "Black Friday Sale 2026". You can customize the name after applying the template.

Click Next to proceed. The wizard validates that both Event Name and Event Type are filled in before allowing you to continue.

Set the dates and timing for your event.

Once both dates are entered, an Event Timeline preview appears showing the build-up, main event, and wind-down periods with their exact date ranges.

The system also checks for scheduling conflicts -- if another event of the same type overlaps with your chosen dates, a warning message appears listing the conflicting events. Conflicts with active events will prevent creation; overlaps with draft or scheduled events show a warning but do not block you.

Toggle on the integrations you want to connect to this event. Each integration has its own configuration panel.

Available integrations:

To configure an integration, toggle it on using the switch, then click the Configure button to open its settings panel. Each integration type has its own specific options.

Tip: Integrations are optional. You can create an event with no integrations and add them later by editing the event.

The final step displays a summary of everything you have configured:

You have two options at this step:

Templates pre-fill event settings to save time on common promotions. Templates are available at three scope levels:

To use a template:

To manage templates, navigate to Admin > Events > Templates (requires the uri_events_templates permission).

Once an event is active, it appears in the Active column on the Kanban board. Available actions for active events:

Active events cannot be edited or deleted. To make changes, you must first end the event early, then duplicate it with the desired modifications.

Navigate to an event's detail page and click Edit, or click the pencil icon on the event card.

Editing rules by status:

When you change dates on a scheduled event, the system automatically recalculates the phase and syncs the new dates to all connected integrations.

Duplication creates a new event based on an existing one. This is useful for recurring promotions where you want to reuse the same configuration with new dates.

Tip: For annual events, use the Recurring Event checkbox instead of manual duplication. The system will automatically create next year's event.

From the Active column, click the stop icon on an event card. A confirmation dialog warns: "This will immediately end the event. Integrations will be wound down." Confirm to proceed. The event moves to Completed status.

Events complete automatically when the current date passes the end of the wind-down period. The system recalculates phases periodically, so no manual action is required.

Scheduled events can be cancelled by clicking the ban icon. A confirmation dialog warns that associated integrations will be disabled. Cancelled events remain visible in the List view under the Cancelled tab.

Completed and cancelled events can be archived to remove them from the main dashboard. Navigate to Admin > Events > Archive to:

The action bar provides two filter dropdowns:

The list view adds additional filtering options:

Click any sortable column header to sort the table:

Click the same header again to reverse the sort direction.

Use checkboxes to select multiple events, then use the bulk action bar: