Scheduling Events via Outlook

Last updated: November 4, 2020

Pro and Suite subscribers have the option to schedule live events directly from Outlook with E-publishing. Using this option can save time and streamline the event creation process.

Note: E-publishing works for live events using the Teams Meeting feature. Simulated-Live, On-Demand, and Teams Live Events must be created from the Portal.

E-publishing Requirements

To E-publish, the Organizer's Outlook email and Portal email must match. Additionally, because E-published events use a template to create the event, Organizers must have the template they wish to base their event from configured and set as their default.  

Organizers can set their default template via their User Account settings or from the Templates section on the left navigation.

To set the Default Template from your User Account, select the gear icon to go to your User Account settings. Select your Default Template from the dropdown menu.

Screenshot: User account settings, default template field highlighted.

To set your Default Template from the Templates section on your Portal:

Select Templates as indicated. You will be taken to the 'My Templates' view. Select the radio button next to the Template you wish to make the default:

Screenshot: My Templates view, where to select the default template.

Once selected, you will receive a notification that you Default Template as been set/updated:

Screenshot: 'Default template updated' notification.

Learn more about Templates.

Scheduling Live Events Via Outlook

In Outlook, schedule a new Microsoft Teams meeting.

Screenshot: Outlook calendar toolbar with New Teams Meeting highlighted.

Enter the name of your Event in the Title field.

In the 'To' field, invite scheduling@eventbuilder.com 

Select the date, time, and duration of your event in the Teams meeting invitation.

Note: Do not remove any of the default Microsoft Teams meeting information in the body of the email. (Indicated by the arrow below.)

Screenshot: Outlook Teams Meeting Scheduler, with the 'to' field circled and the body of the email highlighted.

Click Send once the required information has been entered. You will receive an email confirming your Event has been created from noreply@portalname.eventbuilder.com. 

Confirm and Customize Your Event

To confirm scheduling and complete any desired customizations, log into your EventBuilder Portal, and access the Events view from your left hand navigation. Next, select your Event and complete the necessary details.  

Canceling/Rescheduling

If you wish to cancel your Event, we recommend doing so from within your Portal. Deleting the Event from Outlook will delete it in your Portal, losing any data associated with the Event.

If you have the Reschedule Event automatic email configured, rescheduling from Outlook will trigger the EventBuilder system-generated email notifying Registrants of the change.


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