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Managing Events

How to set up event pages, tickets, and registration settings.

Events allow organizations to create and manage ticketed experiences, including registrations, ticket sales, and optional donations. Events can be promoted through a dedicated event page and embedded directly on your website using a ticket purchase embed.

This article outlines how to create an event and configure its associated settings.

Creating an Event

To create a new event, navigate to Campaigns > Select a Campaign > Add Channel > Event.

Event creation is completed through a multi-step setup process.

Event Details

Begin by entering the core details for the event.

  1. Name and URL: Enter the event name and an easy to remember URL. Assign the event to a campaign and designation.
  2. Date and Time: Set the event date and time, or define a date range for multi-day events.
  3. Location: Enter the physical or virtual location of the event.

Additional Details

Configure the descriptive content displayed on the event page.

  1. Event Summary: A brief description of the event displayed prominently on the event page.
  2. Event Poster: Upload an image to visually represent the event.
  3. Event Website: Link to an external website if additional event information is hosted elsewhere.
  4. Event Description: Provide extended details not covered in the summary.
  5. Terms and Conditions: Add custom terms and conditions, if applicable.
  6. Event Donation Form: Assign a Giving Form to allow optional donations during registration.

Design

Customize the event page to align with your organization’s branding.

  1. Footer / Company Logo: Upload a logo to display on the event page.
  2. Buttons: Set button text and colors to match your brand.

Surveys

Surveys allow you to collect additional information from event attendees during the ticket purchase process. Surveys are created at the event level and can be assigned to specific ticket types.

When you reach the Surveys page during event configuration, select Add New to create a survey. Each survey can be configured using the following inputs:

  1. Survey Name: A descriptive name used to identify the survey during configuration.
  2. Questions: Add one or more questions using the supported input types:
    1. Text Area: Free-form text box for open ended responses.
    2. Radio Buttons: Allows selection of a single option.
    3. Dropdown Menu: Allows selection of a single option from a dropdown.
    4. Checkboxes: Allows selection of multiple options.

Once created, surveys can be associated with ticket types during the Tickets configuration step, allowing responses to be collected during checkout.

Tickets

Adding tickets to an event creates a direct fundraising avenue and defines how attendees register or purchase access. 

When you reach the Tickets page during event configuration, select Create New to add a ticket type. Each ticket can be tailored using the following settings:

  1. Ticket Name: A descriptive name for the ticket.
  2. Description: A summary of what the ticket includes or its benefits.
  3. Ticket Price: The cost to purchase the ticket. Free tickets can be created with a $0 price.
    1. Fair Market Value: Optional value used for tax or reporting purposes.
  4. Quantity: Define how many tickets are available. Choose No Limit for unrestricted sales.
  5. Status and Availability: Select the availability status for the tickets.
    1. Open: The ticket is visible on the event page and available for purchase.
    2. Closed: The ticket is no longer available for purchase.
    3. Hidden: The ticket remains available for purchase but is not displayed on the event page.
  6. Start Selling: The date when the ticket becomes available.
  7. Stop Selling: The date when sales for the ticket end.
  8. Assign Survey: Link a survey to this ticket type so responses are gathered during purchase.

Ticket Embeds

Configure the embedded ticket purchase experience.

  1. Show Event Details: Select which event details are visible within the embed.
  2. Theme: Set the color scheme for the embed.
  3. Copy Code: Copy the HTML embed code to place the ticket purchase flow on an external website.

Order Confirmation

Configure the confirmation email sent to ticket purchasers.

  1. Subject: Set the email subject line.
  2. Content: Compose the email message.
  3. Email Logo: Optionally include your organization’s logo.

Sponsors

Add sponsor logos to the event page and organize them into tiers as needed.

Settings

Configure the remaining event settings before publishing.

Registration Settings

  1. Copy Ticket Details: Allow purchasers of multiple tickets to copy attendee details across tickets.
  2. Checkout Time Limit: Set a time limit for completing ticket purchases.
  3. Guest Details: Choose which attendee fields appear on tickets. Remove fields by selecting the
  4. Event Capacity: Define a maximum event capacity (when available).
  5. Send Tickets with Confirmation Email: Choose whether tickets are sent immediately upon purchase or delivered later.

Donation Settings

  1. Checkout Donation: Add an optional donation call-to-action at the end of the ticket purchase flow.

Event Host

  1. Host Contact Information: Display host information on the event page, if applicable.

Analytics

  1. Google Analytics Tracker: Enter a Google Analytics tracking ID and optional metadata.
  2. Metadata: Add custom key-value pairs for tracking purposes.

Publishing Events

After completing configuration, select Save & Publish to make the event live. After publishing, the event page can be accessed using Visit Page from the event editor or from the Events Dashboard.