Objective #
This SOP outlines the steps to create and manage an event using the OLD template in Fundraise, ensuring clarity and ease of execution for team members.
Key Steps #
1. Accessing the OLD Template 0:12
- Navigate to Fundraise.
- Click on Events to find the OLD template.
2. Changing the Event Type 0:34
- Locate the toggle for changing the event type.
- Toggle it on or off as needed.
- Click Update to save changes.
3. Reviewing Event Options 1:00
- After updating, review the new options available.
- Note that you will see additional tabs at the top.
4. Editing Event Page Content 1:20
- Access the Event Page Content section.
- Add relevant content about the event.
5. Configuring Event Settings 1:41
- Fill in all necessary details in the Page and Event Settings:
- Event type
- Start date
- Other relevant settings.
6. Utilizing Pre-Made Patterns 2:05
- Click on the Patterns button to access pre-made event patterns.
- Select a pattern to reuse instead of creating from scratch.
7. Finalizing Checkout Options 2:30
- Ensure that sharing and custom fields are set up correctly at checkout.
8. Seeking Assistance 2:42
- If you have questions or need help, reach out for support.
Cautionary Notes #
- Ensure that you are using the correct template (OLD vs NEW) to avoid confusion.
- Double-check all settings before finalizing the event to prevent errors.
Tips for Efficiency #
- Familiarize yourself with the pre-made patterns to save time on event setup.
- Keep a checklist of required fields to ensure nothing is missed during the setup process.