This article walks you through the Event Details area of the form-level control panel.
This article covers Event Settings for our redesigned events experience. If you're using a legacy event, check out this article.
When you're ready to customize the look of your event registration, head over to the Event Builder.
Contents:
- Creating an Event
- Event Information
- Event Location
- Display Options
- Event Settings
- Enhanced Event Settings
- Event Registration Limits
- Package Settings
- Admin Notifications
- Advanced Settings
- Event Registration Receipt
To view a quick-start tutorial on setting up an event, check out this video:
Creating an Event
Qgiv events are linked to individual forms, so you'll need to navigate to the form you'd like to manage first.
The Events section of your form-level control panel is where you’ll create and manage events. You may or may not see all options depending upon which Qgiv packages you're using.
Once you've clicked the Events item in your control panel, you can add a new event by clicking Add New Event.
When you're creating a new event, you'll land in the Details tab by default. This is the first step in creating your event! Once you've saved your settings under the Details tab, you'll be ready to move on to creating packages in the Packages tab.
Event Information
First, enter a Name for your event.
Enter an optional Event Description in the text box.
The toolbar in the Event Description section contains a number of features to help you customize your content; we've highlighted a few of the most popular tools below.
Source displays the text in HTML format so you can make changes.
You can use the basic text editing tools to change the font, style, size, color, and alignment of your text.
To insert and/or remove a hyperlink, click the link icon.
To insert a table, click the table icon.
If you’d like to add images in your Event Description, you can do so by dragging and dropping files into the text editing area from your computer. You can also use the Insert Media option to insert and store images for future use. You can delete items from this library, as well.
If your event can end, sell out, or close, you can customize a Registration Ended, Sold Out, or Closed Message on the Landing Page in Event Builder.
Below the Event Description field, you'll see a toggle labeled Event is active. From here you can quickly check the event's status and deactivate it if you need to.
You can also include an Event Logo, which will display on the event's Landing Page and at the top of each step of the registration process.
Please note: The logo will be cropped to a 150x150-pixel square. If you need help resizing your organization's logo, check out this article.
Event Location
Here, you can enter the Venue and Address for your event. If you include an address here, you can also include a link to Google Maps directions on your public-facing form.
This section is also where you can set the Time Zone for your event.
If you'd like the address for your venue to display as a map on the registration form, toggle on Display Map.
Please note: If the street address is not valid, the map will not display.
Display Options
Your event will be displayed on the online public form by default unless you choose the Private option. If you make an event private, only people who have a direct link from you can view and register for the event.
Please note: Kiosks can only support Legacy Events. To learn more, contact the Customer Support team by emailing support@qgiv.com or calling 888.855.9595.
Event Settings
First in this section, you can choose if you’d like to Enable One-Time Donations during event registration by using the toggle shown below.
If you toggle the one-time event donation option on, you can enter an event Donation Cutoff Date. If you don’t wish to enter a cutoff date, just toggle this option off.
If your Event Has Start/End Dates, use the calendar and drop-downs to enter dates and times. If you don’t wish to enter any dates here, toggle this option off.
Including Start/End Dates will enable an "Add to My Calendar" option to appear in event ticket emails for attendees.
If the event registration should end at a specific time and date before the actual start of the event, toggle on the Event Has Registration Cutoff Date option. If your event doesn’t have a registration cutoff date, toggle this option off and registration will remain available until the event starts.
If you have a kiosk associated with the form, you'll see an additional drop-down specifically for the kiosk registration cutoff date.
Please note: You cannot set a registration cutoff date and time that occurs after a set event end date and time.
If you plan to have free registration options and don't need mailing addresses from attendees who register for those tickets, you can also toggle on Do not collect mailing address with $0.00 registrations in this area.
Last in Event Settings, decide if you want to Request attendee details per ticket. When toggled on, this setting allows purchasers of multiple tickets to input contact information for their guests at the time of purchase.
This setting will display optional fields for First Name, Last Name, Phone Number, and Email Address on the Additional Details step. You can customize the field labels in Attendee Fields. By default, the first ticket will be pre-populated with the purchaser’s information.
Once you enable the setting for the event, the Request attendee details per ticket toggle in your Package settings will also be enabled. If you’d like to disable the setting for specific packages, such as raffle tickets or t-shirts, you can do so within each package’s settings.
Please note: To enable GiftAssist for event registration, navigate to the General Settings for the donation form and enable the toggle there.
Enhanced Event Settings
If you have the Giving Essentials package, you can enable two additional settings.
First, you’ll see a toggle to Enable Ticket Management. With Ticket Management enabled, purchasers of multiple tickets can send tickets to their guests and edit attendee details after their initial purchase of the tickets.
That way, registrants can invite guests to your event, even if they don’t have the guests’ details at the time of purchase.
Please note: You must enable Request attendee details per ticket in the section above before you can enable Ticket Management.
If you enable Ticket Management, you’ll then need to decide what should happen when someone purchases multiple tickets. Your options are to Email Tickets to Invited Guests or Email Tickets to Purchaser Only.
Selecting Email Tickets to Invited Guests allows guests to manage their own tickets. The purchaser will also receive a copy of all tickets.
Selecting Email Tickets to Purchaser Only makes the purchaser solely responsible for ticket management.
With Ticket Management enabled, registrants will see the option to Include attendee details for each ticket.
After registering, ticket purchasers will see a link to Manage Tickets on the registration confirmation page and in their ticket email.
Clicking the link will open the Manage Your Tickets page.
From here, the ticket purchaser can add and edit guest information and custom fields for all tickets and email tickets to guests, if you’ve selected the Email Tickets to Invited Guests option. The purchaser will be able to edit guest information until the guest edits their own information for the first time.
The ticket purchaser can also resend and revoke tickets. Revoking a ticket will remove the guest’s access to the Manage Tickets page and clear any answers the original attendee entered.
Next, you’ll see a toggle to Enable Scannable QR Tickets. If you’re using a device with a camera, this setting enables you to check in guests on the Attendees tab by scanning the QR code that will be emailed to them after registration.
Guests can also view their QR codes from the registration confirmation page by clicking View Ticket.
If you have Ticket Management enabled, guests can view their QR codes from the Manage Tickets page as well.
Event Registration Limits
Next, you'll see an area where you can set a Max Number of Tickets available for the event. By default, the number of participants is set as Unlimited.
To change the maximum number of participants, click on the gray bar where Unlimited is displayed. You can then type in a number or use the + and - buttons to adjust it. Clicking the infinity symbol to the left of the text box will return the max number of participants to Unlimited.
If you set a max number of tickets, when that number is reached, the event will be considered sold out. Setting a max number also displays a toggle where you can decide whether to display the remaining overall tickets on your public-facing registration form.
Package Settings
Next, you’ll configure some display settings for your event packages.
If you are offering free registration, you can choose to Hide or Display the $0 price, or you can choose to write Custom Text that will display next to a free package.
Then, decide whether to display the number of tickets that are included with each package as well as the number of packages remaining.
If you choose to display the number of remaining packages, you can also decide at what quantity to display the message.
Admin Notifications
You can add notification recipients at the event level in this area. Anyone you add in this section will be signed up for notifications only for the event you’re configuring.
To choose a recipient who has already been entered in the system, click in the Choose Recipients drop-down to display a list of current notification recipients. You can repeat the process to choose more than one recipient.
To add a new recipient who hasn’t been added elsewhere, click Add an Email. Any email you enter here will be added as a recipient in the main Notifications interface in the org-level dashboard.
In the resulting pop-up, enter the recipient’s email. You may also enter the recipient’s first and last name, if desired.
Click Add when you’ve entered the recipient’s information. The recipient’s email address will now appear in the Choose Recipients area.
You can view and manage additional notifications for each recipient in the Notifications area of your organization's control panel. You can quickly reach this area by clicking the green manage notifications text.
Advanced Settings
Every event has an Event Alias, which is used to create an event-specific URL. When you first view the Event Alias field, you’ll see an auto-generated URL, which you can customize by changing the last part of the URL. The greyed-out part of the URL isn't customizable.
Please note: Be careful when changing your event alias! It affects the web address for your event page. If you change the event alias after you’ve gone live with your event, all external links to your event page will be broken.
If you use a widget to embed your event registration on an external page, you'll also see an area where you can indicate whether the Event URL should link to a Qgiv landing page or to a page on your site.
If you select External Event Page, you'll see a field where you can input the External Event Page URL for the page you'd like to direct visitors to.
Event Registration Receipt
In this area, you can customize the event registration receipt. You can also choose to use the default event registration receipt or select a previously created custom event receipt by using the drop-down menu.
You can quickly reach the main receipt management area by clicking the green manage custom receipts text.
If you’d like to create a custom event receipt, select Create a new receipt in the drop-down menu.
When editing a receipt, you’ll need to enter a Receipt Title. This will only be displayed to admins and won’t be seen by recipients.
You can enter a Description of your receipt for informational purposes. This is also only visible to admins.
You’ll need to enter a From Name that will display as the sender of the receipt.
You’ll also need to enter the email address to which registrants can respond if they’d like more information or if they have any questions.
Please note: This is also the email address used when emailing event attendees from the Attendees tab. If you need to change the Reply To Email Address when crafting an email to event attendees, be sure to change it under the Event Details tab.
Beneath the Subject line field, you’ll also see a toggle to Include Additional Recipients. Use this area if there’s anyone you’d like to CC or BCC on each receipt that is sent.
The Receipt Body area is where you can add your personal touch by creating custom receipt content.
The toolbar in the Receipt Body section contains a number of features to help you customize your content; we've highlighted a few of the most popular tools below.
Source displays the text in HTML format so you can make changes.
You can use the basic text editing tools to change the font, style, size, color, and alignment of your text.
To insert and/or remove a hyperlink, click the link icon.
To insert a table, click the table icon.
You can use the Insert Tags option to include tags that populate based off of information in your system. For example, the %EName% tag would automatically populate with the name of your event.
Click here for a list of available Event Registration Receipt tags.
If you’d like to add images in your receipt, you can do so by dragging and dropping files into the text editing area from your computer.
Please note: If you tied a custom event receipt to multiple events, you may see the following message in the Event Receipt area if you attempt to edit it.
If the receipt you’re working with is a default receipt, any changes you make here will create a new custom receipt when saved.
Below the Receipt Body, you'll see the Include PDF Receipt toggle.
You can turn this option on if you'd like to provide donors with a locked PDF receipt as an attachment with their standard email receipt. If you toggle the option on, an additional content area will appear in which you can enter any messages or disclaimers you'd like included on the PDF receipt. You can read more about PDF receipts here.
When you’ve configured your event the way you’d like, click Save Event. You can also choose to Cancel your actions. You’ll then be taken back to the main listing of events.
For more information on creating and managing receipts, click here.
Once you’ve saved your event, you’ll see the following tabs. Now you're ready to create some packages!
If you want to add a thermometer to your event form, be sure to go to Goals and set up an event-specific goal to be reflected on your event thermometer in event builder.
Pro tip: When you're ready to customize the look of your event registration, head over to Event Builder.