How do I create event signup templates?

Event signup templates allow you to standardize the look and functionality of event registration forms, saving time and ensuring consistency across multiple events. 

Step 1: Access Templates in Online Actions 

1. Log in to EveryAction 
2. From the left-hand side bar, click Engagement> Communication Tools> Online Actions   
3. Or you can use the “Search for a page” field and type “Online Actions”.   
4. Click on the "Templates" tab at the top of the page 
5. Click "Create New Form Template" 
6. Select "Event Signup" as the template type 

Step 2: Configure the template basics 

1. Enter a descriptive name for your template (e.g., "Volunteer Event Template") 
2. Add a description to help others understand when to use this template 
3. Configure basic settings like CAPTCHA and FastAction 
4. These settings will be applied to any form created from this template 
5. Click "Next" to continue to the Build Page step 

Step 3: Set up the template structure 

1. Add standard content that should appear on all event signup forms 
2. Configure the "Event Information" section: 
3. Choose which event details to display 
4. Set default formatting for date, time, and location 
5. Configure the "Terms" section if you want to include standard terms and conditions 
6. Add any questions that should appear on all event signup forms 

Step 4: Design your template 

1. Navigate to the Design step 
2. Set up standard branding elements: 

   Font choices 

   Color scheme 

   Logo placement 

3. These design elements will be applied to all forms created from this template 
4. Preview how the template will look on different devices 

Step 5: Use your template for events 

1. Publish your template when it's complete 
2. When creating a new event in EveryAction: 

   Go to Events > Event List 

   Click "Add New Event" 

   Fill in your event details 

   In the "Online Signup" section, select "Yes" for "Publish Online Signup Form" 

   Select your template from the dropdown menu 

3. The system will create a signup form based on your template 
4. You can make event-specific adjustments without affecting the template 

What else do you need help with? 

• How do I create Ticketed Events? 
• How do I create forms for organization submissions? 
• How do I track responses to Online Actions? 
• Understanding Online Actions