Creating & Editing Events - Event Pages
How to create even registration pages.
How do I create a new Event?To create a new event you can navigate to WorkspaceEventsEvent 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 crea…Can I copy an existing event?Yes, you can create a copy of an existing event. Select the event by clicking on the row to highlight it, then click Actions and select Copy Event Page. A new window will appear to allow you to name the new page. ClickCreateto make the new event. Be sure to go into the new event…How do I edit an existing event?From WorkspaceEventsEvent Pages, click on the row of the event you want to update to highlight that row, then click on View/Edit to open the page editor.What is the Event Acknowledgement tab used for?The event acknowledgement information is used for sending out the acknowledgement email after event tickets have been purchased. There are three required fields: Name – Here you can insert the Name that will be displayed at the top of the Event form. Event Category - Tag you Eve…What is the Event Settings tab for?This step allows you to enter all the general information about the event like location, time, website, etc. It is sorted into several sections as described below. You can click on the Information icon ("i" next to the section label shown with the green circle around it below) t…What is the Event Setup tab for?The Event Setup tab is divided into sub-tabs. General information is below and more detail is provided in the article links provided. - Levels - create the different ticket levels and sponsorships which include admission to your event. The levels have a multitude of options outl…What is the Attendee Info tab used for?You can collect Event Attendee contact information and ask questions via the Attendee Info tab. There are a maximum of 24 Attendee or Event Question Fields that can be added to any event page. The answers to these questions are shown exclusively in the Event Attendance grid. The…What is the Style Event Page tab for?The Style Event Page tab will allow you to customize the look of your Event form. The tab is divided into 6 sub-tabs where you can update the colors, fonts, font sizes, and font colors for all the different areas of the form. You can choose a built in color theme using the dropd…What is the Event Thank You tab message used for?The thank you message will be what the registrant (purchaser) sees after they submit the event form and a copy of it will also be emailed to the registrant. If you have allowed pay later transactions, there will be two thank you emails to edit. The first is the Thank You for pai…What is the Event Preview & Publish tab used for?The final step of the setup of your event page is Preview & Publish. Once you reach this step, the setup of your page is completed and available for use. This step will offer you everything you need to post the form online. At the very top of the page is a button to launch a pre…Customizing an Event LevelWhen creating a new event ticket level, click on + Add Level. This will open a new window to enter the information about the particular level. An event level window has four tabs, the Level Info, Upload Image, Time Tracking Defaults, and Refund/Cancellation. Level Info Tab: 1. S…Event Group LevelsSetting Up Group Levels Event group levels allow you to group together levels. For example, you might have a two day event that happens on Tuesday and Wednesday and each day there are different sessions that can be selected. Attendees can choose to purchase tickets for both days…Event FeesYou can add one or more event fees that are applied per transaction, regardless of how many ticket levels or add-ons are purchased. For example, there is golf tournament event and a single greens fee of $25 is required, of the number of players. Note that if an event fee is incl…How do I create an Add-On?Add-ons are items that can be purchased as part of an event, but add-ons do not include admission to the event. Add-on purchases are shown as a separate transaction on the Events grid and are not shown on the Event Attendance grid. You can set add-ons to be available only for ti…How do I add a document or survey to an event?There are two options to including a document in your event page, a document for review and a survey to complete. Adding a Document Adding a document to the event page will create a link that allows the registrant to view and download the document. There is also an option to all…How do I create an event coupon code?Coupon codes can be created and applied to events and memberships. For an event, on the Event Setup tab, go to the Coupons sub-tab and click on +Add Coupon. In the new widow, enter the following: Code - Enter the code the purchaser would have to enter to use the coupon. This sho…Will the people see the Event Name on the Event Page?Yes, the Event Name that you enter on the Acknowledgement Info Tab will show at the top of the Event Form and on the Thank You Message and Tickets.What are the required fields that event registrants will have to fill out?The registrant must choose a level and provide a first name, last name, and email address to complete their event transaction. If there is a cost for the level and there is no "pay later" option provided, the registrant must also provide credit card and billing contact informati…Can I customize the tickets and email sent with the event tickets?Yes. For any event that is generating tickets each registrant receives an email after submitting their transaction which contains a PDF attachment of their event tickets. While setting up your event you can choose to create customized tickets and edit the subject line and body t…Event Pay Later OptionsThe Event Pay Later option allows you to have your event registrant choose to pay at a later time for their purchases. On the Event Settings tab, scroll down to the Financial Information section to find the options for Pay Later. Below is a description of each of those settings.…Can I setup a default transaction For, Fund, Event and Appeal for an event?Yes, on the Event Settings page under the Financial Information section you can assign all four as the default values assigned to the transaction generated by the registration. You can also assign individual values in the Event Setup tab for levels, fees and add-ons.Will I be notified when someone registers for an event?By default you will not be notified. However, on the Event Settings tab under the Internal Notifications section you can enter up to 5 email addresses separated with a semicolon to receive a notification anytime an event transaction is recorded. If you have text messaging activa…Should the price include the non-refundable fees?Yes, the non-refundable fee should be included in the price of a ticket, it is the portion of the ticket price that would not be returned if canceled.What does the document headline mean?The document headline is the text that will accompany the document link on the form. For example, “Please acknowledge that you have read and understand the golf course rules.”Can I change the document headline after I have published the event registration page?Yes, you can change the document headline anytime. Just edit the text within the Headline field and click the green Update button to save the changes.What happens if I say the document requires acknowledgement?If you have set Requires Acknowledgement to YES on the Event Setup Document sub-tab, the registrant will be required to check a checkbox on the event page, which acknowledges your document and document headline. This must be done to process the transaction. You can track if the…How do I change the document that I’ve selected for an event page?On the document tab you can delete the existing document by clicking the Remove File button. Then you are able upload the new document you wish to be attached to the form. You can follow the instructions in https://support.donorview.com/en/support/solutions/articles/9000027568-h…Can I change the way the event registration form looks?Yes, there are several items you can change like the colors of the form as well as the font, font size and font color of the text. You can also include your organization's logo or upload an alternative logo. For more see the article "What is the Style Event Page tab for?"Can I add my logo to the event registration form?Yes, on the Header tab of the Event Styling page, you can addYour Default Logo from your account settings or use your alternative logo using Show Other Logo. You can also upload a new logo to appear at the top of the page. If you change the logo, it will change all the other pag…What are themes on the style event page step?The themes are predesigned color palettes that you can apply to your event form. Just above the preview of your event page you will see a dropdown field titled, Select a theme to change the style. Here you can select from the predesigned color palettes. Also after customizing yo…How do I create a Guest Form/Survey?Note: Before creating a Guest Form please consider using the Custom Attendee fields under the Attendee Info section as it might be a better option to collect the desired information. A Guest Form will not be a part of the Event form but a survey that is linked to the Thank You e…Guest Form/Survey SettingsThis page allows you to edit the settings for your Guest Form. It works the same as the Survey Settings page and you can learn more in https://support.associationsphere.com/en/support/solutions/articles/67000607478-what-do-i-do-on-the-survey-settings-tab- this article. Most of t…How to add the Guest Form/Survey to your Thank You MessageIn order for the event registrant (purchaser) to see the link to the Guest Form, you will need to insert that link into your Thank You Message. This survey will only be connected to the record of the registrant, not any of their guests. Open your thank you message in the email t…How do I change the thank you message?On the Thank You Message tab click on the Edit Messagebutton on the bottom right. This will open up the message in the template editor and you can make your changes and save them there. For more information about using the template editor, see the video AS Email Editor - https:/…What is the Event Groups tab for?If you have checked off the setting Use Event Assignment for your event on the Event Attendee Info tab, then the Event Groups tab will be added to your setup. This step allows you to start creating groups for your attendees, but you will be able to continue editing on the Event…Can I see what the event registration page looks like before I publish it?Yes, on the “Preview & Publish” page there is a button that says, “Preview Event Form.” This button will launch your form in a new browser tab. You can view the page, but no transactions can be completed while in preview.How do I put the event registration form on my website?Your event registration form can be placed anywhere online that you have access to edit/publish content. You can add the URL to hyperlinks in text, images, or buttons on your website and you can also insert the URL into email sent from AssociationSphere or an outside provider. T…How do I hide sensitive information collected from an event attendee?During an event or volunteer registration process you might need to collect sensitive information that you do not wish to be visible to internal DonorView users. Examples include things like Driver’s License or Social Security numbers required for a background check. While setti…How do you make an event goal based on quantity?Goal displays on event pages can be based on the amount of money raised or number of ticket level and add-on transactions. On the Event Settings tab, scroll down to the Page Content & Display Options. To add the goal progress display to your event page turn the Display Goal togg…What is the Event Thank You Message Purchase Details section?The Purchase Details section is a placeholder. It represents what type of data will be printed there. When editing the Thank You Message , this section cannot be edited except to change the font name or size. The section can be removed, if desired. If the purchase details sectio…Can an event registrant upload a document?Yes, while a person is registering for an event they can upload a document for each attendee. During the setup of the event on the Attendee Info tab you can activate document uploads by marking Allow Attendee to Upload Document to YES. The other fields revealed include: - Attend…Can I restrict an Event Level for Members only?Yes, inside the setup of your Event, go to the Event Setup tab and create or edit an Event Level. Once the level dialog window launches you can scroll to the bottom of the popup and find a setting titled, “Member Only Level.” Marking this as “Yes” means only a Constituent with a…How do I create a Raffle Ticket Event?Be sure to check into the laws and rules regarding conducting raffles in your state prior to setting up a raffle. There are multiple ways to set up an event to include raffle tickets. 1. You can provide raffle tickets to all attendees and allow the software to randomly choose a…How do I set up an Access Code for an Event Level?You can restrict ticket levels with access codes. A registrant will need to enter your code in order to be able to select the level. The access code does not change the amount or discount the ticket, it just restricts access to being able to select the ticket for purchase. On th…Pay Later Event Thank You MessageIf you have turned on any of the Pay Later settings under the Financial Information section of the Event Settings tab you will notice that you have two separate versions of the Thank You Message. - The first version will be labeled "Thank You", this thank you message will be use…Schedule an Event Levels ActivationWhen setting up an event ticket level you are able to set a date range for when that level should be active and available for registration on the event page. This is helpful for things like early-bird or late registration pricing. On the level setup window, scroll down towards t…Collect Event Registrant's Company NameThere are several options for collecting a registrant's company name based on what you have selected in the Event Settings tab. Under the Financial Information section there are three selections for collecting company information. - Do Not Allow Purchases on Behalf of a Company/…How do I adjust the Goal Chart colors?If you have activated a goal chart in the Workspace Events Event Pages, Event Settings tab, Page Content & Display Options section, you can make some minor adjustments to the colors on the display. To edit the colors, go to the Style Event Page tab, the following settings apply…What are the options for event member pricing?Member pricing can be set up two ways. Option #1 On the Event Settings tab, you can setUse Member Pricing to YES. This will hide member pricing on the event page unless the registrant is signed in to their portal account. There are "Sign in" and "Create Account" links located at…What does # of Attendees Per Purchase mean?The ticket level field # of Attendees Per Purchase indicates how many tickets/attendees are allowed when a single quantity of the ticket Level is selected. You can set this number to zero if you do not want any attendees or tickets issued for the level. See more in this article…What are the event ticket Level quantity fields?On an event ticket level, you can limit the number tickets available, the number that can be purchased in a single transaction, and the number of attendees that are included with each level purchase. Navigate to Workspace Events Event Pages, Event Setup tab, Levels sub-tab, to e…Zero Attendee Event LevelsEvent Add-Ons do not include admittance to an event. In most cases, any items you want to offer as part of your event that do not need tickets can be offered as add-ons. However, there may be some special circumstances where you want to have event ticket levels that do not inclu…Event Level DepositsFor some events, you may want to only collect a deposit at the time of registration rather than the full price. You can activate this feature on the event page wizard on the Event Settings step under the Financial Information section. Here you will find a toggle setting in the f…How do I edit the event page Starts On/Ends On dates?On the Event Settings tab at the top of the page you can enter the Event Starts On and Event Ends On dates and times. You can type in the information or use the calendar icon to select the date and the clock icon to select the time. The Online Sales Starts On and Online Sales En…Should sponsorships be an event level?1. Including event sponsorships as an event level depends on whether the sponsorship includes tickets to the event. 2. Sponsorships that are event levels will allow all the sponsor’s guests to be included on the same event attendance grid as other attendees. 3. If sponsorships d…Can you create or assign complimentary or free tickets?Yes, in the event set up tab, complimentary tickets can be created two ways, by creating an Offline Level or by creating a 100% off coupon. 1. From the event level, toggle the Offline Level to YES. 2. Any ticket levels identified as Offline Level will only be visible when logged…Can I offer early bird or late registration pricing?1. Yes, using the Set Active Level Dates feature in the Event Setup. 2. Switch the Set Active Level Dates toggle to Yes. 3. In the new fields, enter the Start Date and time and the End Date and time you wish that level to be visible on the page. Both dates are required for prope…When should I use an event add-on versus a ticket level?1. Event add-ons are specifically designed for purchases that do not include admission to the event. 2. Add-ons can be things that are purchased after a ticket level purchase has been selected or independent of ticket levels by selecting Require Level Purchase for Add-on Selecti…Event Level Search OptionsIf you have events that have many event levels a you can add a search feature to your event page. The setup for Event Level Search Terms can be found under the Event Settings tab. Scroll down to the bottom of the page where you will find the Search Options section. Here you will…Can I limit a user to see only specific event levels?Yes. An AssociationSphere user can have limited access to events by setting their security settings for events to Attendance Only. An admin level user can modify the security settings for another user from the Users grid. Hover over the organization's name and click on Users, th…What is Person Responsible field on an event level?The Person Responsible is the AssociationSphere user who is assigned to view and manage the attendees for this event level. Admin users can see all event attendees, however users with the security setting ofAttendance Only, can only see the attendees for events and levels that t…What size should the images be for event pages?You can upload a variety of image sizes into your event page, however based on their size ratio, they will appear differently on the page. The file size of the images should be as small as possible, 1 MB or less for the fastest page loading. Below are some examples of what the p…Can a Invoice be automatically generated for a Event Transaction?Yes, if a Event Registrant chooses to Pay Later during their transaction a Invoice can be automatically generated for the owed balance. Within the setup of the Event after turning on the "Allow Purchaser To Pay Later" setting, a new option called, "Automatically Create Invoice i…All Access Event PassesFor customers who want to offer their Event registrants access to multiple levels for the price of a single level purchase you can now create All Access Passes. The All Access Pass is setup like a normal Event Level but allows internal users to pre-select which other Levels unde…Using "Required" on Attendee Info FieldsThe Attendee Info tab allows you to collect information about your attendees and ask custom questions. The fields can be marked as "Required" which means that the person completing the form cannot submit the transaction until all information has been completed. Attempting to sub…Why are constituents not able to select the ticket Quantity?If a constituent is unable to select the ticket quantity (QTY) on the event webpage, check the following settings: 1) On the event page Event Settings step, Ticketing section, check if the Total Event Capacity is set. This limits the overall number of tickets available for the e…What is a Recurring Event?A recurring event is one that happens on a regular frequency like: - A safety training class that happens every Thursdays at 6 PM - A volunteer shift for student tutoring that happens Mondays - Thursdays at 3 PM - A networking event that happens on the third Wednesday of every m…Creating recurring events which use a calendar for registration.1. For a recurring or multi-day event in which you wish the registrant to use a calendar to select the days and activities, on the Event Settings tab of the event page wizard, you will complete the Time & Date at the top of the page. Because you can edit the days available using…Creating recurring events where one registration covers all days.The second option for recurring events is “Recurring Event, 1 Registration Covers All Days.” This allows you to create your calendar internally and select which days a specific level will occur. This article only covers the features related to setting up these multi-day attendan…How long can recurring events be?Ideally, recurring events should not last more than one calendar year, especially if you would like those events to be included on your events calendar. The events calendar is limited to showing events with a start date within the last 420 days. Limiting the duration of your rec…