Creating an Event

Before starting

The Events feature allows you to prepare a signup form for your events, create electronic tickets, manage the list of participants, and offer preferential rates.

You'll also have the choice to allow participants to register and pay online, saving them (and your nonprofit) time.

Let's find out how to:

• Access the Events feature
• Create an event step by step
• Manage your event

Access the Events feature

Step 1: General information

Begin by giving a title and a description of your event. You can also add a photo by choosing a file from your computer.

You can add Terms & Conditions and Attachments by checking these boxes.

Step 2: Enter the prices

For each new price, click on the New button. Fill in the various prices and details. You will see 2 options as price plans:

1. Main price: mandatory to pay for the event, or
2. Optional price: add-ons buyers can choose from.

The option Add to a Group is not available for events and store pages. It is not possible to place them in a group because buyers can buy without an account, so they are therefore not always contacts in your community. 

Step 3: Include a form (optional)

This section is useful to determine what information you want to gather from people signing up. This can be, for example, their age, address, contact details, etc.

To collect more information than simply their first and last name, click on Collect more information. This information will also help to update each registrant's profile in your CRM.

The displayed information fields are the same listed in Community > Settings. There you can create extra ones if desired. To find out more on this topic, this article describes how to add custom fields. 

Step 4: Payment options (only for online ticketing)

The payment option allows you to define several things regarding your product: 

• Payment methods that you want available to registrants. It is up to you to decide which to accept: credit card, check, cash, or other. If you select more than one, they can choose their preferred method.
• Receipt and confirmation email: you can customize the message you want the registrant to receive upon confirmation of their purchase.

• Advanced options: If you want to add more options, such as issuing e-tickets, setting a maximum number of attendees, limiting the number of registrations per person, or receiving a notification upon each purchase.

Step 5: Publication

You can set the publication and the visibility of the event, as: 

• Accessible from a link: you can define who can access the event (shareable link or custom rules). 

• Published on the website: automatically publishes the product to a page on your website.

Next, press Save, and tadah! Your event registration form is live!

To access the event via a link, the option Published Website must be active under Website > Settings and Themes. If the website is under maintenance, the link will only be accessible to admins. If you do not use the website feature, publish your website, then disable the feature under Features > Website. 

Manage your event

Once published, you will be able to manage your event. To access it, go to your event page and click on the Manage icon ().

Here, you will see three different tabs from which you can manage your event:

• Configuration, which allows you to set up what your attendees will see and fill out when signing up.
• Share, which includes the different links and ways to publish the event.
• Attendees, which gives you an overview of the number of people registered, as well as their payment status and type.