Note: This quick start guide is for In-Person Event campaigns. Learn more about our different campaign types or view other Quick Start Guides.
Looking to get your event off the ground fast? Use the following guide to make sure you've customized the most important areas of your campaign. If you haven't yet created your campaign, start by viewing step-by-step instructions for creating a campaign.
Campaign Basics
When you create a new campaign or duplicate a campaign, you'll provide several details that cover the basic settings, such as your campaign name, fundraising goal (optional), event date, and more. You can update these settings at any time by visiting Settings > General Settings. It's good to double check they're correct before sharing your campaign.
Page Design
Curate the look and feel of your campaign. Make sure your date, time, and location details are visible by adding the Event Details content block. Get participants excited to attend by adding an engaging sub-headline to your campaign header that shares more about what they can expect. Adding even some light customization can help your campaign feel like an extension of your organization's branding and build trust among participants and donors.
Registration Experience
By default, your campaign will start with a free Individual Registration option. You can edit this ticket or add new tickets as needed to customize your campaign's registration options. Tickets can be free or paid and you can set caps if needed if your event space is limited.
Sponsorships
Is your event welcoming sponsors? If you have sponsorship packages, you can create, display, and allow sponsors to purchase them directly from your campaign, or add sponsors offline. Logos provided during sponsor checkout can automatically display on tiered sponsor display, if desired, and sponsor packages can be set to include free tickets to your event.
Tip: If you don't have a need for selling sponsor packages but do want to recognize sponsors or partner organizations, adding the Logo Grid content block is a fast and easy way to show off logos.
Donor Experience
Customize the donation options donors see and ensure you're collecting the information you need from donors.
Additional Features
Covering the above items will make sure your campaign is in a strong place before your participants join. You can always make adjustments as needed or choose to enable additional features.
The following features can be enabled at anytime on your campaign. Once enabled, new sections will be activated in your Dashboard to help you use and customize these tools:
Frequently Asked Questions
How do I launch my campaign? Do I have to indicate it is live?
Your campaign is not publicly accessible until you choose to circulate the link. When you're ready to launch, simply begin sharing your campaign's URL widely. Visit your campaign's homepage to copy the URL from the address bar or copy your campaign's link from your Dashboard home.
How can I do a test registration on an In-Person Event?
We recommend that you register yourself to see what your attendees will experience. If your registration is paid, you can start by making a free discount code so you can bypass the payment portion.
Then simply visit your campaign's homepage and go through registration, selecting your preferred ticket and answering any questions you've required. Complete your order, then be sure to check your email to review the Order Receipt for any changes you might want to make.
To delete your free registration after you've finished, go to your Dashboard > Orders and select your order. Click the trash can icon in the top right to remove your test registration.