Login to Zoom.us
Click Schedule a New Meeting button
Add any Alternative Hosts (aka Fellow Facilitators) under the Advanced Options
Go to bottom of page and Edit the Registration Options
Select the following Registration options and then Save All
Go to Email Settings and Edit the Email Contact
Select the Branding Tab
Upload your Square Logo (Heart of Insight Logo pictured here)
Upload Retreat image to Banner section
Create New Audience and name it after the event (ex. "Heart of Insight Daylong: July 19")
Duplicate the Intro Series Campaign
Edit Intro Series Campaign so that it's up-to-date
Open the Virtual Daylong Metrics Google Sheet
Duplicate a new Worksheet for this event, naming the worksheet after the date of the event (ex. January 2020)
Login to Zapier.com
Navigate to the "Virtual Daylongs" folder
Copy the "Virtual Daylongs Sign-Up" Zap
Rename the Zap to match the name of your retreat (ex. "Heart of Insight Daylong Sign-Up")
Edit the new Zap
Under 1. Trigger (Gmail) click Edit Options and change the text after "subject:Meeting Registration" to match the exact title of the event, as it's named in Zoom.
Click Continue and Test
Under 7. Action (Mailchimp) click Edit Template
Update the Audience to match the Mailchimp audience that you created earlier for this retreat.
Click Continue and Test the connection with Mailchimp, making sure that the e-mail is added to that Audience in Mailchimp.
Under 8. Action (Google Spreadsheet), click Edit Template.
Under Worksheet (required) select the new worksheet that was created earlier.
Click Continue and then Send Test to Google Sheets
Check the Virtual Daylong Metrics Google Sheet to make sure that the information propagated correctly.
Turn on the Zap
Login to Kindful.com, go to Campaigns, and select the campaign that corresponds with this retreat (ex. "Heart of Insight Daylong", "Pragmatic Dharma Daylong", or "Awakening Life Daylong")
Upload a new Splash Image
Go to HeartofInsight.training and login with an admin account
Click on the "Retreats" section and find an old Connecting to the Source event
Edit the old event and then go to the bottom and click "Duplicate"
Update image + copy