We have a suite of tools designed to help you create and manage your Events that will make it easier to create invitation and attendee lists, capture contact details from new supporters, and create reports using the information you've collected.
You can find these tools from the Engagement section of the Sidebar or from the Events card on the Main Menu.
What kind of Events can I create?
You can create and manage almost any type of Event you need from the Event List page. Depending on your package and permissions, you can create new Event Types that match your organization's needs, including things like:
- Canvass
- Fundraiser
- Phone Bank
- Rally
- Summit
- Volunteer Event
- Walks
You will be able to track your events using:
- Event Participant List - with this list you can search for and view all participants for your events. You can then export your filtered list
- Published Event List Pages - this is a list of the online forms that are associated with your Events
- Calendar - use this to view all the events for the current month. You can also Add New Event and view the Event List from this tool
- Supporter Groups - create groups that you can assign to event teams
You can also monitor your event signups using the Event Participant Report which will display the signups created in the last 365 days.
Working with ticketed events
Some organizations will also have packages that include Ticketed Events that are meant to be used with specialized online signup forms and reports.
- Read more about managing ticketed events
- Read more about adding host committees and event leads for ticketed events
- Read more about manually registering supporters for a ticketed event
If your organization is required to file compliance or disclosure reports, you can set up your Ticketed Events to make it easier to track your contributions and disbursements associated with the event.
Read more about setting up events for compliance
There are also a few specialized reports you can use to help you manage and track the success of your ticketed event participation, including:
- Ticketed Event Contribution Report - track contributions associated with your event via ticket purchases or additional contributions, as well as any refunds
- Ticketed Event Disbursement Report - track disbursements associated with your event
- Ticketed Guest Report - view tickets purchased for events and any guest names provided
Working with hosted events
If you often have events that others host on your behalf, your package may include an Event Type that will allow your supporters to create Events on your behalf using Hosted Events. You will be able to use the Event Requests list to view and manage all the recent requests from your supporters that want to host events on behalf of your organization.
Using the Zoom integration
We also offer an add-on Zoom integration that will make it easy to sync your invitation and participant lists with your Zoom event.