Objective #
This SOP outlines the steps to create and manage events using the back-end settings of the Fundraise platform.
Key Steps #
1. Navigate to Events 0:11
- Go to the Fundraise section.
- Click on ‘Fundraise’ and then select ‘Events’.
- Here, you can view all your published events and options to delete or edit them.
2. Understand Event Types 0:25
- There are three types of events:
- Advanced: Suitable for galas, allows for honorees, tickets, sponsorships, etc.
- Single: Allows only one ticket purchase.
- Multiple: Allows multiple ticket purchases.
3. Select Event Template 2:25
- When adding a new event, choose the event type (e.g., Advanced).
- Single
- Multiple
- Advanced
- Enable the new events template to access the latest features.
4. Fill in Event Details 2:51
- Enter the following:
- Friendly Title
- Internal Admin Title
- Subtitle
- Event Description (can be left empty to hide)
- Event Dates and Time Zone
- Registration Dates
- Other relevant information.
5. Customize Event Appearance 5:11
- Use the drag-and-drop feature to customize sections:
- Hero Section: Add logos, background images, and button images.
- Honorees Section: Update text and colors.
- Tickets and Sponsorship Section: Add background images and customize colors.
6. Configure Checkout Options 4:22
- Set the event checkout button text.
- Decide whether to hide the credit card fee and add custom text.
7. Add Ticket Information 9:19
- Specify ticket details:
- Title
- Description
- Pricing and Quantity
- Tax and Donation information
- Expiry Date.
8. Manage Sponsorships and Ads 10:04
- Similar to tickets, add sponsorship details.
- Use the event ads section to add promotional content.
9. Optimize for Sharing and SEO 10:43
- Fill in basic SEO items for better visibility.
- Add custom fields for additional information collection at checkout.
Cautionary Notes #
- Ensure to toggle between old and new templates carefully to avoid data loss.
- Double-check all event details before publishing to prevent errors.
Tips for Efficiency #
- Use the drag-and-drop feature to quickly rearrange sections.
- Keep a checklist of required fields to ensure all necessary information is filled out before submission.