In This Article:

    Events

    In This Article:

      Introduction

      Create, manage and measure the success of your free or paid events using Engage's Events tool. With features like unlimited customizable ticket-types, custom questions, waivers and editable RSVPs, events in Salsa are a breeze. The tool will allow you to...

      • Create multiple, restricted date ticket types
      • Apply a background image to your event pages
      • Add register or donate buttons
      • Promote and follow up with potential attendees
      • Manually add attendees and enter pay offline or complimentary status
      • Optimize with dashboard metrics/results of your events

      Security

      All Engage forms are HTTPS secure, even when they are embedded in your own website via widget code. HTTPS is 128-bit encryption that is automatically applied to forms and makes a secure connection between the donor and the donation page. This ensures the authentication of the visited website and protection of the privacy and integrity of exchanged data.

      You can use the following logo if you want to reassure your donors that their transactions are secure. To do so, download the image and insert it into your form as a graphic.

      Step 1: Getting Started ("Setup" tab)

      1. Click Activities > Events. The Activities: Events window opens.
      2. Click the + Create an Event button. The Create an Event window opens.
      3. Fill out the following fields (required fields are denoted in the application with a *):
        • Reference Name - The internal name for your Event. This name will be used internally only.
        • Add a Description - Enables you to provide information for future reference. Internal use only.
        • Publically visible name for the event - The public-facing name for your Event
        • Start Date, Start Time, End Date, End Time, All Day - Logistical information about your event. This can be completed later. 
        • Time Zone - The time zone of your event.
        • Name of Venue - The name of the place where your event will take place.
        • Street Address - The street address of the place where your event will take place.
        • City, State, Zipcode - The city, state, and zip code in which your event will take place.
        • Fund, Campaign, Appeal - Set the Fund, Campaign, and OR Appeal that will be assigned to donations processed. You can add additional values through Salsa CRM. In Salsa CRM main menu, navigate to Manage > Finances. Check out the Salsa CRM documentation for detailed directions.
      4. Click the Next: Tickets >> button in the lower right corner of the screen. the New Ticket window appears.

      Step 2: Tickets

      Ticket Info lets you customize each ticket type for your Event.

      1. Fill out the following fields:
        • Ticket Name: Required to move on to Compose step: Serves as public name for this ticket.
        • Description: Not required: Internal only, used to provide any details necessary for future reference.
        • Attendees per Ticket: Required to move on to Compose step: Choose number from dropdown.
        • Price: Engage supports free and paid events. If no amount is entered for Price, registrants will see "FREE" in the cost column when they register.
        • Deductible Amount: Set this to any dollar amount or leave blank.
        • Limit Availability: Set a total number of tickets available of this type. Each time a ticket is purchased (or registered for if free), the number of available tickets will decrease by that amount automatically.
        • Limit per Transaction: Set a total number of tickets available of each transaction. Registrants for quantity-restricted event types will be limited to that number upon registration.
        • Restrict by Date: Make this ticket available only between specific dates. Outside of the dates you set, tickets will not be visible for registrants.
      2. Click Save to open Information Collected tab. This tab enables you to define what information will be required of your supporters when they purchase tickets.
      3. By default, First & Last Name and Email Address are enabled. Click on the slider to disable the default settings or enable additional settings.
      4. Engage enables you to create three value-types for custom questions: Checkbox, Select List and Text Field. You may then apply custom questions to a particular ticket type and or restrict the questions to just the person purchasing or the individual registrants themselves. Click the + Create a Question button to the right of the screen to open question options.
      5. Enter a question, a response type, and to which tickets you want to the question to apply.
      6. After applying custom questions to Tickets, click the Next: Compose button in the bottom right corner of the screen.

      Step 3: Compose the Event Page

      1. Now that you're ready to create the Event form, you'll need to choose a layout first, just as you do with all Activities. See the Visual Editor for Forms documentation for detailed directions.
      2. After choosing the layout, enable third-party analytics if you wish, and then choose the payment gateway. Click here for more information about third-party analytics.
      3. Choose a payment gateway, and if applicable, choose a CRM integration queue.
      4. Just below the payment and CRM integration data is the Visual Editor. Add content, images, and additional Elements. (If you selected the Blank template you will have to add Elements before you can add or create content.) To add additional elements, click the Elements tab at the top right of the screen. See Visual Editor for Activities and Messaging for detailed information.
        Tip: The best way to learn what options are available for elements that are already on the form is to hover over any element you are interested in, click the pencil icon, and experiment with the various options.
      5. When the form looks the way you want it to, click the Registration tab.

      Step 4: Compose the Registration Page

      Now that the Event Form is done, you're on to the Registration Form tab. Click the Registration tab at the top of the page. The Registration form window will appear.

      You can add content to the Registration Form but it's important to keep the focus on the Registration and not provide too much distraction for potential registrants. Preview the look and feel and then Save and click over to the Checkout Tab.

      See Visual Editor for Activities and Messaging for detailed information about the Elements that you can use on this page.

      When the form looks the way you want it to, click the Checkout tab.

      Step 5: Set Up the Checkout Page

      This is where registrants will see a summary of their purchase, enter in their credit card information and potentially, make additional donations. This page should be as easy as possible to maximize conversions.

      See Visual Editor for Activities and Messaging for detailed information about the Elements that you can use on this page.

      When the form looks the way you want it to, click the Confirmation View tab.

      Step 6: Compose Confirmation View Page

      This is the page that your supporters will see when then have completed the process.

      See Visual Editor for Activities and Messaging for detailed information about the Elements that you can use on this page.

      When the form looks the way you want it to, click Next Autoresponders >>.

      Step 7: Set Up Autoresponders

      You can choose whether or not to include an Auto Responder to this form by selecting the appropriate radio button under the Autoresponders tab. Learn more about Autoresponders and how to configure them here.

      Step 8: Publish Your Event

      Once you have everything set up the way you want it, click the Publish This Event >> button at the bottom-right of the window. If you change your mind, you can "unpublish" (make private) your Event by using the gear icon to the left of the controls at the bottom of the widow.

      Step 9: Published Details & Promotion

      Now that your Event Form is complete, you'll want to get the word out to as many people as possible.

      First, you'll see that Events, like all Activities in Engage, are available as standalone URLs, buttons for pages on your website or as embed code to be pasted into a page on your site directly.

      Click the Promote This via Email button to the right of the window, and Engage will automatically open the Email tool (in the MEessaging part of Engage). "Sent to" will default to your entire list. You can choose to restrict the email to certain segments or leave it as-is and send the email out to everyone. See the Email help page for additional emails.

      Step 10: Analyze Results

      The Results tab is a great place to see how an Event's performing, Promote it further and get a better understanding of your progress.

      See Performance Statistics for Actions and Messages for detailed information.

      Was this article helpful?
      0 out of 0 found this helpful
      Have more questions? Submit a request

      Comments

      0 comments

      Please sign in to leave a comment.