Introduction
Organizing events is a crucial aspect of non-profit operations, and managing event-related data effectively is essential for success. In this article, we'll provide a comprehensive guide on setting up non-profit events in your database. From planning and organizing to registration and follow-up, we'll cover everything you need to know to streamline your event management process.
Help Center - NewUser Interface
Click here to access the Help Center new user interface article
Prerequisites
If your organization is interested in learning more about the Events Application or would like to add on this feature, please contact your Account Representative.
Step 1: Planning Your Event for your Organization
Define Objectives: Clearly outline the goals and objectives of your event to guide your planning process.
Set Date and Venue: Choose a suitable date and venue for your event, considering factors such as accessibility and capacity.
Step 2: Planning Your Event within CharityEngine
Database Setup:
- Create Event Categories: Organize events into categories to facilitate easy navigation and reporting within your database. Navigate to the Configuration App > Events > Types > Create New to create new/custom event categories.
- Create the Event Location
- Create Tables & Seating Allocations
- Create Event Sessions
- Create and Assign Speakers
- Create Event Tickets
- Create Discounts or Promotional Codes
- Create the Event
Step 3: Event Registration
Online Registration Forms: Develop online registration forms integrated with your database to capture attendee information efficiently.
Online/Web Form Registration Set Up: Create a Standard/Out of the Box Event Registration Web Form
- If the organization requires the support of a free event, please follow How to Bypass Payment Information on a Free Event
- If the user needs to assign multiple payments to a registration, follow our article Event Registration: Assigning Multiple Payments to a Single Registration
Step 4: Managing Attendees
Track Registrations: Use your database to track event registrations and manage attendee information effectively.
- If the organization would like to leverage QR codes for check in, please visit our article Events: Adding QR codes to Emails to Check-in & Management of Tickets
- If the organization will be assigning seats/tables, please visit our article for Assigning Registrants to Seats
Send Confirmations: Automatically send confirmation emails to registered attendees, providing event details and instructions.
Leverage our article here to learn how to create, manage, and email registrants.
Step 5: Event Execution
Check-In Process: Utilize your database to streamline the event check-in process, ensuring a smooth and efficient experience for attendees.
Manage On-Site Registrations: Capture on-site registrations and update attendee records in real-time using your database.
Learn more about guest check in with our article regarding event check in.
Step 6: Post-Event Follow-Up
Send Thank-You Emails: Send personalized thank-you emails to attendees, expressing gratitude for their participation and support.
Collect Feedback: Use surveys or feedback forms integrated with your database to gather attendee feedback and evaluate event success.
FAQs
Q. Can I create custom survey questions for the web forms?
A. Yes - visit our article Events: How to add Custom questions/Survey Questions to Event Forms
