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Events - Search & Manage
Jamie Beliveau 12/10/2021 3:46:00 PM

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.

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

Hover over the three dots ti 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.

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.

Registration Tab

The Registration tab is the space to customize which registration form attendees should use to sign up for the event, place a limit on the number of people who can attend, and personalize a "sold out" message.

Waitlist Tab

If you wish to create a waitlist for after the event fills up, select the waitlist form and write a waitlist message under the Waitlist tab.

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.



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