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Events & Volunteers : Events - Create, Search & Manage
Authored by:
on 3/29/2024 7:22:00 AM

Introduction

The Events app is the place to organize and create events, tickets, registrations, sessions, locations, and speakers. To find and manage existing events, click into the Events app > Events > Search & Manage.

Create New

To create a new event, click Create New in the top right corner of the Search & Manage page.

Fill in the form that appears on the next page.

See the blocks below for each available field for optional update.

Once the user clicks CREATE, additional fields will be available to assign other attributions of the event. Please continue through this article to assign the appropriate attributions including sessions, tickets, and speakers.

Once your event is created, use the Quick Filters and the Advanced Filters to find it.

Hover over the three dots to the right of the listing and click Manage to manage the event.

A variety of tabs will appear on the Manage page.

General Tab

The General tab contains the information previously entered when the event was created.

NOTE: If both the End Date and Ticket Management Cutoff are filled in, the system will select whichever date comes first as the official cutoff date.

Sessions Tab

The Sessions tab contains a list of all the sessions associated with the event. Click the Create button to create a new session under this event. Click Manage to manage a current session, and Delete to delete a current session. Please see the Sessions documentation for more information on sessions.

Speaker Tab

The Speaker Tab will allow the user to assign the "Speaker(s)" for the event if available.

Tickets Tab

The Tickets tab contains a list of all the tickets associated with the event. Click the Create button to create a new ticket for this event. Click Manage to manage a current ticket, and Delete to delete a current ticket. Please see the Tickets documentation for more information on tickets.

Online Tab

Use the Online Tab to connect an Event Web Form to the event.

Fundraising Tab

The Fundraising tab is the space to set the defaults for fundraising. Choose the microsite, set goals and requirements, and set up auto-creation for fundraising pages if you wish.

Volunteer Tab

The Volunteer tab has two subtabs: Posts and Volunteers.

Posts Subtab

The Posts subtab is the space to create and manage volunteer positions that the event requires. Note which posts have been filled and how many volunteers have filled each post under this subtab. This space makes it easy to see what positions still need to be filled.

Volunteers Subtab

The Volunteers subtab is the space to create and manage volunteers. Find the contact information of volunteers and what position they are filling.

Survey Tab

The Survey tab is the space to keep track of all the questions associated with the registration. Use the Survey tab to ask registrants about things like t-shirt size, if it is their first event with your organization, how close the cause is to them, etc.


FAQs & Additional Materials

Q. I received an orange bar with an error Current search is still processing. Click here to try again.
A. This error may appear if the user has initiated a search/filter on a listing screen which is still loading results. If the user modifies the filters while the initial search is still processing, this notice will alert the user. The user can use the Click here to complete the revised filter/search.



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