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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 a month 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: Talking points

Add key phrases or content you want to cover during your live session. Our AI will track your delivery in real time, helping you stay aligned with your script and guaranteeing a smooth, on-message experience.

You can edit or expand your list at any moment, simply click “Create New Talking Point” to add new sections.

Pro Tips

  1. Keep It Concise: Use short, impactful phrases to ensure clarity and engagement.

  2. Avoid Jargon: Make your message accessible and easy for your audience to follow.


Step 6: 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 7: Restream on Social Platforms

Restream your live session across multiple social platforms: Instagram, Facebook and YouTube.

All you need to do is retrieve the Stream Key and Stream URL from each social network, copy and paste them into Terrific, run a quick stream test, and you’re ready to go live everywhere at once.

Restreaming helps amplify your visibility, drive new traffic to your session, and engage your community across all channels simultaneously.


Step 8: Promotional Videos

Promotional videos allow you to play pre-recorded content during your live session. They help enrich the experience, give your host a short pause, and add a professional touch to your broadcast.

Terrific offers two types of promotional videos:

  1. Branding Videos – General brand or storytelling videos not linked to a product.

  2. Product Videos – Videos associated with a specific product, designed to better showcase its features before displaying the product card right after the video.

Using promotional videos can significantly enhance the viewing experience and keep your audience engaged.


Step 9: Dynamic Links

Dynamic links allow you to generate unique URLs you can share across different distribution channels, helping you track where your audience is coming from.

These links are ideal for sharing your live session on:

  • Instagram

  • Facebook

  • CRM campaigns

  • SMS campaigns

  • Any other acquisition channel

After the event, you can analyze traffic sources to better understand performance and optimize future campaigns.


Step 10: Reminder Alerts

Reminder Alerts give your audience the option to receive a notification when your live event is about to start. This feature helps boost attendance and ensures your community doesn’t miss out.

You can collect a phone number, email address, and the necessary opt-in consent so you can keep communicating with viewers after the event, in compliance with your Privacy Policy and other legal requirements.

Set up your reminder pop-up, choose your reminder channels, and you’re all set.


Final step: 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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