Events: Summary

Step One: Setup

1. Add a name & description, set the date and time.

We only require Reference Name and Public Name to get started and move on to Tickets. You can fill in the venue name and start and end times if you know them, or come back to them later if you don't. A complete list of field definitions on this step are available at the bottom of the article.

Step Two: Tickets

1. Create unlimited ticket types, restrict by number, date or transaction, and add tax deductible information.

We only require you to enter Ticket Name & Attendees per Ticket to get started. Next you'll want to decide what kind of information you want to collect about your Event attendees or ticket purchasers, or both.

2. Apply custom questions to individual tickets, all purchasers or ticket purchasers only.

You can create three different value-types for custom questions: Checkbox, Select List and Text Field. You may then apply custom questions to a particular ticket type and/or restrict the questions to the person purchasing or the individual registrants. Now you're ready to move on to Compose.

Step Three: Compose

After choosing a layout, you'll choose the Merchant Gateway and, if applicable, a CRM Integration Queue before designing your Event workflow.

Events are comprised of the Event Page; where visitors to your site learn about an event, the Registration Page which is where they are able to choose their ticket type, the Checkout Page where their Registration Summary is displayed and, if applicable, their payment information is entered. Last, there are choices for you to make on the Confirmation View tab - send registrations to a new page or display a Thank You Page.

1. The Event Page

The primary function of this page is to invite and encourage visitors to click on Register or Donate buttons.

2. Registration Page

Make it easy for visitors to choose their ticket types. The registration elements, you'll notice, are required here and not editable. You can add additional content but the focus is the registration area which you setup when you configured tickets.

3. Checkout Page

Collect payment information and provide the Registration Summary to purchasers. There are a lot of options for choosing fields and configuring payment amounts as you'll see, including the option to make a waiver required to register.

4. Confirmation View

Choose between displaying a confirmation message page to purchasers OR to redirect them to another page of your choice.

Step Four: Autoresponders
 
Once a supporter has completed an Event transaction, you may choose to have an automatic email response (what we call an Autoresponder) immediately to be sent to that supporter. You can always choose to turn this off if preferred. You may also choose the default Autoresponder or customize one.
 
 
Step Five: Published Details
Here you'll see the same options you'll find in all Activities in Engage. Your form is published, so a URL is displayed that you can use to link from your website, or if you prefer, you can use the widget code for a button or the widget code toe embed on any web page.

In addition to the publishing options on this step, you'll also see the "Promote this via email" button. Click it and an Email Blast is created automatically. You'll arrive at the Audience step because the Basics step is pre-filled with Promotional Message information from the Event.

Step Six: Results

There is a lot of information on the Results tab which makes it easy to track performance without a lot of tedious steps. In addition to providing metrics on your Event, this step also makes it easy to create follow up messages to supporters.

 

 

 

 

 

 

 

 


 

 
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