Objective #
This SOP outlines the steps to create and manage events using single and multiple templates in the fundraising platform.
Key Steps #
Accessing the Events Module 0:11
- Navigate to the ‘Fundraise’ section.
- Click on ‘Events’.
- Choose to either add a new event or edit an existing one.
Setting Event Parameters 0:38
- Select between ‘Single’ and ‘Multiple’ event templates.
- Fill in the following event details:
- Event dates (start and end)
- Event start as text
- Event duration
- Registration deadline as text
- Time zone for the event.
Configuring Event Page Settings 1:25
- Fill in the event details:
- Internal title (for internal use)
- Friendly title (displayed on the front end)
- Event subtitle
- Event description
- Checkout button text
- Custom text for front-end title.
Uploading Event Media 2:35
- Upload images and product galleries related to the event.
Adding Tickets to the Event 2:47
- For ‘Multiple’ events, add more than one ticket option.
- For ‘Single’ events, only one ticket can be added.
Filling Event Page Content 3:01
- Add additional content about the event in the designated area. e.g. General Admission or Early Bird
Setting SEO Parameters 3:25
- Fill in the SEO title, SEO description, and SEO image for better search engine visibility.
Adding Custom Fields 3:31
- Create extra fields for users to fill in, which will be exportable later.
Reviewing Event Attendees 4:02
- Check the ‘Event Attendees’ data table to see who has purchased tickets.
Cautionary Notes #
- Ensure all required fields are filled out to avoid issues with event visibility.
- Double-check the event dates and registration deadlines to prevent confusion.
Tips for Efficiency #
- Use templates for recurring events to save time.
- Keep a checklist of required fields to ensure nothing is missed during setup.