To create a new event you can navigate to Workspace>Events>Event Pages. Once there you can click on the "+New" menu and select Event Page to begin creating a new page.




Creating an event page is broken out into several steps. The page builder will walk you thru all the tabs to create your event page.  Note that the support articles in this folder will provide more details about all the information and options contained in the individual tabs. You can find helpful guides and checklists in the General Event Information folder as well as videos in the Video Support Library. Below is a list of the basic tabs included:

  • Acknowledgement Info - This tab is where you will add the name of the event, event category and the email sender information for the confirmation email.
  • Event Settings - Includes the time & location, internal notifications, financial information, page content with general information about your event and images, ticketing and scheduling, and options for connecting the event page to auctions, peer to peer campaigns and the volunteer module.
  • Event Setup - Where the different ticket levels, add-ons, attached documents and coupons are created and and managed.
  • Attendee Info - Use this tab to collect attendee information, create questions to gather for attendees and activate the Table Assignments or Event Assignments features. 
  • Style Event Page - The software will automatically create a layout for your event but you have the ability to customize the colors and fonts.
  • Thank you Message - You can customize the automatic thank you messages sent to event registrants.
  • Preview & Publish - After all tabs are complete, the software creates your custom URL, QR code, and an HTML embed code if you would like to embed the page into your website. You also can customize a text code if you have text messaging activated.

Depending on the optional features activated, additional tabs may be revealed:

  • Schedule - Set availability and pricing for specific days with a recurring event.
  • Member Pricing - Set reduced prices for your event levels based on constituents who have purchased certain memberships and are logged into the Donor Portal (note that the Advanced Portal must be activated.)
  • Customize Ticket - Here you can design your event ticket with graphics and text including mail merge fields.
  • Event Groups - This tab will become active if you select the "Use Event Assignment" option and it allows you to start creating your groups.
  • Guest FormThis tab will become active if you select the "Guest Survey" option. This step will allow you to build a custom form for your purchasers to fill out. This feature is useful if you have a survey with many questions, otherwise the Attendee Info section should allow you to collect your necessary information.
  • Guest Form SettingsThis tab will become active if you select the "Guest Survey" option and it allows you to customize the general settings for your guest survey (form).