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How do I create Ticketed Events?

  • January 21, 2025
  • 0 replies
  • 139 views

Happie Pingol
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Ticketed Events in EveryAction allow you to create and manage events where supporters can purchase tickets online. Before creating a Ticketed Event, ensure you've set up the necessary Designation and Gateways for processing ticket purchases, as these cannot be added retroactively after event creation. 

 

Step 1: Access the Event Creation Tool 

 

  1. Log in to EveryAction  
  2. From the left-hand side bar, click Engagement> Events & Volunteers> Event List 
  3. Or you cn use the “Search for a page” field and type “Event List”.   
  4. Select Add New Event 
  5. Choose Ticketed Event for the Event Type 
  6. Click Continue 

 

Step 2: Enter Basic Event Details 

 

  1. In the Event Setup Wizard, complete the following required information:
    • Name: Enter the full name of your event
    • Short Name: (Optional) Create a shorter name for internal use
    • Campaign: Select the appropriate campaign
    • Date/Time From: Enter the start date and time
    • Date/Time To: Enter the end date and time 
  2. Click Next to proceed to the next step. 

 

Step 3: Set Up Ticket Options 

 

  1. On the Tickets tab:
    • Select your Designation from the dropdown menu
    • Add a Source Code to help track responses and contributions in your reporting
    • Create at least one ticket type with the following information:
    • Ticket name
    • Description
    • Price
    • Quantity Available
    • Max Per Transaction (cannot exceed Quantity Available) 
  2. Click Create New Ticket to add additional ticket types as needed 
  3. Click Next to continue 

 

Step 4: Add Location Information 

 

  1. On the Location tab:
    • Select from previous entries using the dropdown menu OR
    • Click Create New to add a new location 
  2. Click Next to proceed 

 

Step 5: Configure Event Roles 

 

  1. On the Roles tab:
    • Review the default Event Roles for Ticketed Events
    • Select which roles you want to appear on your Event Form 
  2. Click Finish to complete event creation 

 

Step 6: Customize Your Event Details 

 

  1. After clicking Finish, you'll be taken to the Event Details page where you can: 
    • Add Tags 
    • Create Online Signup Forms 
    • Add Notes 
    • Assign Event Leads 
    • Track Participant Summary 
    • Set up Zoom Integration 
    • And more! 

 

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