This step allows you to enter all the information about the event like location, time, website, etc.

You are also able to select and add several optional features to your event such as:
 

  • Event date and time
  • Event location and website for the venue
  • Internal notifications when event is submitted
  • Financial Information and Payment Options including:
    • Free or Pay event
    • Connect to a Fundraising Goal Category
    • Allow foreign currency
    • Auto-Acknowledgement of the transaction - this checks a box in the transaction record indicating that the transaction was acknowledged via the automatic email sent after the constituent signs up. You can also select How it was Acknowledged for the transaction.
    • Member Pricing - Reduced level pricing for members
    • Pay Processing Fee - Allows the Purchaser to pick up the processing
    • Accept General Donations
    • Allow Purchaser or Member to Pay Later - No charge at checkout - Can also make this an internal only option
    • Require a ticket level to purchase add-ons
    • Accept Gift Cards or Subscriptions
    • Choose what company contact information, if any, is collected
    • Assign the default For, Fund, Event, and Appeal
  • Page Content and Display Options including:
    • Page Title Alignment - To have to page title shown in the left, center or right side of page
    • Display Tickets and Add-ons As - Show the levels and add-ons available in a tile view or list view (which is helpful if you have a lot of levels to show)
    • Social media share buttons - Allows viewers to share form on social media
    • Hiding the event from the donor portal
    • Adding the event to the calendar which is viewed from the donor portal
    • Require Portal Login - Registrants must create or login to the portal to register for the event
    • Require Profile Update/Save - If Portal Login is required, you can add an additional requirement to ensure the required fields in the "Update My Profile" area of the member's portal account are also completed and saved
    • Event messaging - to provide a description and details about the event
    • Video and image gallery
    • Fundraising Goal Bar Chart, Donut or Thermometer - A bar chart, donut or thermometer showing how much money has been raised
    • Display Memo Field - A generic text field added to the form
    • Allow purchaser to subscribe to email lists and text messages
    • Customizing the captions for the levels and add-ons
  • Ticketing information including:
    • Whether it is a ticketed event and customizing the tickets
    • Customizing the ticket email
    • What the event capacity is
    • Recurring Event, pick Registration for 1 or More Days - Sell Tickets for events that happen over more than one day.
    • Recurring Event, 1 Registration Covers All Days - Allows for you to internally select which days a specific level will occur. This second option is ideal for situations where you have classes or sessions that meet multiple days a week or month but the registrant only needs to purchase a single level.
    • Guest Survey - A custom Survey that can be attached to the Thank You Message
    • Using a seating chart for theater venues
  • Advanced Settings allowing you to connect the event to:
    • An Auction
    • A Peer-to-Peer Campaign
    • A Volunteer Event
    • Gift Card Event
    • A Subscription/Flex Pass Event
  • Search Options
    • Create Search Option Category Titles.
    • Create Search Options for each Category Title.

 

Note: All the settings connected to collecting Attendee Information have been moved to their own tab within the setup. Please see the Attendee Info tab located directly after the Event Setup tab.