How Do I Create An Event?

To get started in creating an event, watch our video tutorial. You can also click the feature links below to jump to a specific topic in the article.

 

Features:

Create an event

Customize your event site

Enable RSVPs for your event

Add custom fields to an event RSVP form

Sell tickets to an event

Sell event merchandise

Select a bank account to deposit funds

Set up your guest list

Send invitations

Sharing an event on social media

How to view your event

 

Create an event

  1. In the left navigation bar, hover over Events and click Create an Event
  2. Fill out the standard event information: event title, start and end times, venue, address, and a customized description of the event

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  • If the event is recurring, you can check the This Is a Repeating Event box and specify the details
  1.  Click the Quick-add button to make your event live right away, or choose Save & Customize to access more advanced options including: RSVPs, ticket sales, merchandise sales, invitations, adding custom photos and videos, and more

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Note: The description field is your chance to detail the event in a personal way. Spruce it up and get your members and guests excited about coming. The more descriptive the better.

 

 

Customize your event site

Adding a personal touch to your upcoming event is a great way to boost excitement, and better establish a connection to your group.  The more engaged members are in a group, the more successful that group will be.

  1. Click on Events in the left navigation bar
  2. Select Manage Events from the submenu
  3. Click on the event name
  4. Scroll down to the Event Page section and select Customize With Videos, Images, & Other Content

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From here you can customize the following:

  • Event page URL
  • Header
  • Banner image (900 px wide recommended)
  • Description box (520 px recommended for photos)
  • Videos
  • Photo albums
  • Comments
  1. To edit each section, simply click on the section, make desired changes, then hit Save and Close

 

Enable RSVPs for your event

After you’ve created an event, you have several options for creating and managing your RSVPs. RSVPs can begin based on when the event is published, by specific date and  time, or by the number of days before the event starts. Options to choose your specific date and time or number of days will pop up upon selection.

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Scroll down to the RSVPs & Tickets section and select RSVP Options
  4. Click on the Enable RSVPs button

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  1. Use the dropdown menus to customize when your RSVPs will open and close

Note: Closing your RSVPs will not close your event, so members and guests will still be able to view the event page.

Once you’ve enabled RSVPs, you can use Smart Lists to target a message to those who’ve responded. For example, you can send a Broadcast or email to those who’ve RSVP’d that they will not be attending, saying that you hope they attend the next event -- or, if they’ve changed their mind, there’s still time to edit their RSVP!

Additional options for enabled RSVPs:

  • Choose the dropdown menu for Max Attendees to limit the amount of people at your event
  • Reply choices
  • Upon clicking the checkbox Attendees May Bring Guests, a number of options will appear for further specification
  • Choose the Send an Email Alert when someone RSVPs option to add admin or member emails for alert
  • The custom Add a Thank-you Message to the Confirmation Email allows admins to write a new email message that will be sent to guests upon replying
  • To use an existing email from the email builder to be sent select Send an Existing Email Campaign as a Thank-you When Someone RSVPs checkbox

  

Add custom fields to an event RSVP form

You may want to collect additional detailed information using the RSVP form. Along with the preexisting RSVP field options, you are able to create and add an unlimited number of custom fields.

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Scroll down to the RSVPs & Tickets section and select Custom RSVP Fields

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  1. Click on the Add a Custom Field button

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  1. Fill out data pertaining to your custom field
  2. Click Save, or repeat steps 4 - 6 to add more custom fields
  3. Click Save & Close

 

Sell tickets to an event

Admins can sell tickets on an event site through the platform.

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Scroll down to the RSVPs & Tickets section and select Tickets & Payment Items
  4. Click New Ticket/item button

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  1. Fill out the fields to set price and limits

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There may be times when you need to make event tickets mandatory, such as when you have limited tickets. To make tickets mandatory, check the Required to Attend the Event box.

  1. Hit Save, or click New Ticket/item and repeat the process

Note: By default, the Convenience Fee, which is the processing fee deducted from payments collected on the system, is charged to the organization.

  • To assign the convenience fee to the payer, click More Options.
  • Underneath Convenience Fee, select the radio button The Person Making the Payment Will Pay the Fee.
  1. Click Save & Close when done

  

Sell event merchandise

Event merchandise can be sold on your event signup page. This feature is perfect for selling additional fundraising items, such as T-shirts.

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Scroll down to the RSVPs & Tickets section and select Tickets & Payment Items
  4. Click the New Ticket/Item button
  5. Enter the merchandise item name, price, and limit per person
  • If there is a limited number available, include a total inventory limit.
  1. Click Advanced Options
  2. Include a detailed description of the merchandise item
  • You can use the space to insert a picture of the product.

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  1. Choose New Ticket/Item to offer an additional item
  • Use this option to offer the same item in various sizes.

Note: You can also limit the purchasing window by selecting an availability start and end time.

  • If this item is a required purchase to attend the event, check the box Required to Attend Event.
  1. Click Save

 

Select a bank account to deposit funds

Even if you have not yet set up a bank account to deposit funds, you can still create an Event. If you’re raising funds for your own group that has not yet selected a bank account to deposit funds, it’s important to note that you must do this in order to access collected funds. To view the process of how to select a bank account to deposit funds, please see Add and Verify a Bank Account in the Reporting and Account Settings section.

  1. On the left navigation bar, click on Manage Events
  2. Select the title of the event you wish to manage
  3. In the features list, click Select a Bank Account to Deposit Funds

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  1. Click the dropdown menu to select a bank account or select Add a New Bank Account
  • If you add a new bank account, you will be required to fill in the bank account’s information fields.
  1. Click Save & Close

  

Set up your guest list  

Once you have created your event, you can begin populating your guest list to send invitations. Admins can create custom invitations and share them on social media or their group website.

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Scroll down to the Guest List & Invitations section and select Guest List
  4. Click the Add More Attendees button

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5. Begin adding your guests using the following tabs:

  • Add New: Import guests using an online address book or add new contacts manually.
  • Choose From My Group: Choose existing group members by clicking on the check box next to their names. 

Note: You can only add members from one page at a time using this method. Make sure you press Save & Close before moving onto a new page of members.

  • Choose Lists: Click the checkbox for each distribution list you would like to use. 

Note: We recommend using Choose Lists for setting up a your guest list more efficiently. To learn how to set up a distribution list, please see How to Create a Distribution List.

  1. Once you have set up your guest list, click Save & Close to edit another section, OR click Continue to Invitations to finish the process

Once you’ve set up your guest list, you can use Smart Lists to target a message to those whom you’ve included on that list. For example, you can schedule a Broadcast or email to those on the guest list if you need to send them information apart from the event invite.

Send invitations

Once you’ve created an event, you can send trackable invites to your event site.

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Scroll down to the Guest list & Invitations section and select Customize & Send Invitations
  4. Customize your invitation by clicking on the subject line and the body
  5. On the Send Invitations dropdown menu, select when the invitations will be sent 

Note: If you get a pop-up notification that the event is not published, you can still proceed, but remember to click Make This Event Live on the following page (unless you intend to keep the event hidden). Your event will remain hidden until you publish.

  1. Click Send OR if you chose a later send date, click Schedule & Close

  

Share an event on social media

Broaden the reach of your communication by sharing your event on social media. This is a great way to boost awareness and raise attendance.

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Choose from the quick links to share your event on various social media channels

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How to view your event  

  1. In the left navigation bar, hover over Events and click Manage Events
  2. Click on the gear icon of the event you wish to view, then select View Event

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  1. Click the blue View button on the right side of the screen

 

Get the link to your event / Customize the event page URL  

  1. In the left navigation bar, hover over Events and click Manage Events
  2. Click on the gear icon of the event you wish to view, then select View Event
  3. Click Customize the Event Page URL under the event page section

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Your event link will appear in both long and short form.

  1. To customize the URL, click Customize
  2. Add the specific text you want, then click Save

View Event Reports and Additional Event Functions

 Admins have access to view event reports and make use of additional event functionality:

Record an RSVP or offline payment

View event responses

View/edit RSVPs

Copy an event

Collect payments with the mobile app

View email history

Share an event on an external site

  

Record an RSVP or offline payment

In the case that someone wants to pay by cash or check, or wants to RSVP but doesn’t have access to the site, admins can record an RSVP or an offline payment. This is especially helpful if you have event attendees who show up at the door (even for a free event), and you want to account for them to keep your records accurate.

 

To record an RSVP:

  1. On the left navigation bar, hover over Events, then select Manage Events
  2. Click on the event name
  3. Scroll down to the Record an RSVP section and select Record an RSVP 

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  1. Click on the gear icon for the person you wish to record
  2. Select Record RSVP in the dropdown menu
  3. Fill out the information fields
  4. Click the Continue button

 

To record an offline payment/edit an RSVP:

  1. On the left navigation bar, hover over Events, then select Manage Events
  2. Click on the event name
  3. Scroll down to the Guest List & Invitations section and select Guest List
  4. Click on the gear icon for the person you wish to record
  5. Select Record Payment in the dropdown menu 

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  1. Fill out the information fields
  2. Click Continue

  

View event form responses

Admins can monitor and track RSVPs, ticket sales, and merchandise purchases for events.

  1. On the left navigation bar, hover over Events, then select Manage Events
  2. Click on the event name
  3. Select View All RSVPs on the right side of the page
  4. View responses by using the filter dropdown menu to see the following:
  • All RSVPs
  • Attending
  • Not attending
  • Might attend

 

View/edit RSVPs

Admins can also view or edit an existing RSVP in the case that someone changes their mind or wants to correct a mistake.

  1. On the left navigation bar, hover over Events, then select Manage Events
  2. Click on the event name
  3. Scroll down to the Guest List & Invitations section and select Guest List
  4. Click on the gear icon for the person you wish to edit the RSVP for
  5. select Edit RSVP from the dropdown menu
  6. Fill out the information fields
  7. Click the Continue button

 

Copy an event

Copying an event site is ideal for recurring events or using existing event site you’ve created as a template. By copying it, you won’t have to overwrite your existing event site.

  1. On the left navigation bar, hover over Events, then select Manage Events
  2. Click on the event name
  3. Click Copy on the right side of the screen
  4. Type in information for your new event site, including title and date/time
  5. Click Copy Event

Note: Once copied you will be able to edit the new event copy.

  

Collect payments with the mobile app 

Through memberplanet’s mobile app, admins can collect payments for their group on the go and at the door of an event. To learn more, please see our Mobile App section.

 

View email history

memberplanet logs and tracks your emailed event invitations, so you can return at any time to see which ones were delivered and which, if any, need to be resent. It is a best practice to send a couple rounds of invitations, since some emails get lost in a busy inbox.

  1. On the left navigation bar, hover over events, then select Manage Events

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  1. Click on the event name
  2. At the top of the page will be a breakdown of RSVPs and Invites Sent

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  1. To view who has received the invitations in further detail, click View Email History on the right side of the screen
  2. Click the View Full Tracking Details button
  3. From here, you can view who has opened the invite and/or replied

 

Share an event on an external site

  1. On the left navigation bar, hover over Events and select Manage Events
  2. Click on the event name
  3. Scroll down to the Event Page section and select Create an Event Button for Your External Website
  4. Admins have one of two options to select:
  • Choose a Button: Use the dropdown menu to select the desired button text, then click on the color of your choice.
  • Upload Your Own Image: Click the Choose Image button, and drag and drop your desired image into the allotted area, or click to browse and upload. Complete the prompts to upload and crop your image if needed, then click Get Code Snippet.

Note: Recommended image size is 580 px wide or smaller.

  • A shaded box will contain the HTML code for your button.
  1. Copy the entire HTML segment, and paste it into your website

Each external website builder is different. Check out the customer support for your website hosting company for instructions on embedding the code.

 

Glossary - Event Management and Ticket Sales

 

Custom Field Label: the name an admin gives to a custom field, which is visible to a member.

Custom Field Type: the format in which the field will be populated by a member.

Convenience Fee: the processing fee deducted from payments collected on the system. By default, the fee is charged to the organization.