About

A template is an event shared by a user with all the members of their institution, in order to be used as a starting point for new Wooclap events.

For example, templates can be:

  • Benchmark events for trainings, shared by the pedagogical team that organised the training;

  • Events shared by users with their colleagues to let them draw on their own experience.

  • Or simply events that your team has to use frequently.

Please note that templates are only accessible for Custom plans.

Importing a template

On the page My events, select Import event then From templates. You will then see the list of available events in your organisation, as well as the name of the person who shared it.

To import the event, click on Import. A copy of this event will then be created and added to your account.

Sharing an event as a template

It’s easy peasy! In My events, use the three dots next to the event you wish to share as a template and choose Share as template. Then, confirm that you want to share this Wooclap event.

The event you have chosen is now available and can be copied by all the users of your organisation. An event that has been shared as a template will have the label Template in the list of your events.

Please note that users will be able to duplicate this event, but they will not have access to your own event, be able to modify it or see the results.

If you wish to modify a template (add a question, change the settings or set a theme, etc.), changes will not be visible to the colleagues who already have imported that template into their Wooclap account. A banner at the top of your screen will tell you when you are modifying an event template.

Taking out an event from the templates

Your event is not relevant as a template to your colleagues anymore? You can take it out from the list by following the same procedure as the one for sharing your event:

  • In My events, click on the three dots next to the event you wish to take out of the templates (1);

  • Select Remove from templates (2);

  • And confirm your choice.

The event will not appear in the list of event templates available anymore. But the events that your colleagues have already created by using your template will remain available on their account.

Moderating event templates

Moderating event templates is only accessible to administrators of an organisation on Wooclap.

If you wish to take an event from the template list of your organisation, go on the page of your organisation (1), then click on the tab Templates (2).

You now see the list of templates in your organisation, the name of the user who created each template, the date and time of the last edit of the template. Finally, you can choose to delete one of the templates (3).

This action will erase the template status of a Wooclap event, but it won’t delete the event in itself: it will still be available on the account of the person who created it.

A few clarifications

Event templates are still in beta and will gradually be fine-tuned in the future.

Your feedback is more than welcome and will greatly help us improve this feature to make it the best it can be! To share your experience, please email us at info@wooclap.com or head over directly to our chat to drop us a line!

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