Event Forms

An 'Event' is a form and data-capture pair that can be created, edited and deleted within your site administration tool. An Event can encompass many things, such as fundraising events, rallys, even specific fundraising events.

Creating Events

 

 

  1. On the Admin Menu Navigation, hover over Page Management and click Event Forms from the dropdown.
  2. Click Create an Event Form

     
  3. Enter the Event Information (See explanation below)
    • Event Shortname (required): This is simply an alphanumeric name for your form (ex. 'fundraiser1'.)

    • Event Name (required): Full name of the event. This will appear at the top of the form.

    • Event Description: Short description of the event.

    • Calendar Date:

    • Event Time:

    • Event Location:

    • Address Information: Street, City, Zip code.

    • Event Contact Information: Use this to add oranizer information. This will default to your website contact information if left blank.
      Require Employer/Occupation Information?: This will add two additional fields requiring employer and occupation information. This is required in some jurisdictions. Check this box to have those items appear.

    • Generate map to the event?: This will add a small map to your event form if checked. Be sure your Event Address information is correct.
      Do you want to use PayPal for payments?: f checked, buttons will be automatically generated from your default site   PayPal information, and there is no need to fill in the </em>Payment Code<em> fields for the ticket descriptions, below. Make sure your PayPal information is correct in the Site Setup section.
    • Ticket Types:There are five different ticket 'types' available. Each type will be assigned a different payment code or link (if it's a paid event). Blank ticket types will not appear on the form.
      • Example Ticket Types:
        • Single Ticket to the Event.
        • Guest plus one.
        • Reserve places for five.
        • - And so on.
    • Cost Per Ticket: Dollar signs not needed.
    • Number of 'Tickets: The number of tickets they want to purchase or donate.
    • Payment Code: Optional. Add button code for payment related to this ticket type.(Up to 5)
    • Payment Link: If you would rather send users to a specific web site page after they submit the form.
       
  4. Click Submit Event Information.You'll be taken to a confirmation page.

After you have created an Event Form, you will need to add them to your pages for them to appear on your website.

Note: Fully TEST your Event forms. You'll want to make sure that are working properly before you promote them.

Edit Events

 

  1. Click on the radio button next to the event you wish to edit
  2. Click Edit Event.
  3. Edit event as necessary.

Delete Events

You may delete any and all events. It is recommended that you first remove the event forms from you site first through the page editor and download all the event data. When you Delete an Event, a confirmation screen will appear. From there you can confirm the event deletion or use your browsers back button to return to the previous screen.

  1. Choose the event you wish to delete and click delete. You'll be taken to a screen to confirm deletion.
  2.  You will be taken to a confirmation screen
  3. Click Delete Event.
  4. You will need to regenerate your website for the remove the form from your website.

NOT: Event deletion is instant - and permanent! Not only will it remove the form, but it will also remove the DATA CAPTURE information associated with it as well! Be sure to download your data before you delete the Event.

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