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Live Event Set Up - Checklist

This guide will walk you through the essential steps to set up your first live event successfully. Follow this checklist to ensure you’re fully prepared.

Updated over 7 months ago

Follow this checklist to ensure you’re fully prepared.


Step 1: General Information

  1. Host User Email
    Make sure you input the correct email address associated with the event host. This will be used for notifications and updates regarding the event.

  2. Host Name & Avatar
    Add the host’s name and a professional-looking avatar. This helps personalize the event and makes the host easily recognizable to the audience.

  3. Start Date & Time
    Set the start date and time of your event. Double-check these details to ensure they align with your target audience’s availability.

  4. Session Description
    Write a compelling session description. Include details about what the audience can expect, any special features of the products being showcased, and any exclusive offers available during the live event.

  5. Session Cover Image
    Upload a high-quality cover image that represents your event. A visually appealing cover image can significantly impact your event’s attendance.


Step 2: Adding Items to Your Session

  1. Which Items
    Select the products that will be featured during the live event. Verify that each item has the correct pricing, descriptions, and stock availability to avoid disruptions.


Step 3: Setting Up Discounts & Offers

  1. Discount Type
    Choose the type of discount you want to offer during the event. Options include percentage-based discounts, flat rates, or buy-one-get-one deals.

  2. Coupon Code (Optional)
    Create a unique coupon code if you plan to offer special deals. This code can be shared during the live event to encourage immediate purchases.


Step 4: Engage Your Audience with Polls

  1. Add Poll
    Create interactive polls to engage your viewers. Polls can be used to gather feedback, make the event interactive, or drive decisions (e.g., which product to showcase next).


Step 5: Customize Your Session Settings

  1. Entrance Fee (Optional)
    If you wish to charge viewers to attend the event, set up an entrance fee. This is especially useful for exclusive events or limited-access sessions.

  2. Popup Text
    Add a popup message that will appear during the event. This can be used for welcome messages, special announcements, or calls to action.

  3. Max Viewers
    Set the maximum number of viewers allowed in the session. This can help manage your event’s capacity, especially if you’re aiming for an intimate experience.

  4. Age Restrictions
    If your content requires age restrictions, set the appropriate limits. This ensures that your content is compliant and reaches the right audience.


Step 6: Test Your Setup

Before going live, we strongly recommend setting up a test event. This allows you to verify that everything works as expected, including audio, video quality, and interactive elements. Run a full rehearsal to catch any issues before the actual event.


That’s it! You’re now ready to host a successful live event on Terrific.

Following this checklist will ensure you cover all the critical aspects, creating a smooth and engaging experience for your audience.

If you need further assistance, our support team is here to help.

Happy hosting!


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