Event Registration Tip & Trick

Julianne Manning -

You can use Stewardship's Event Registration feature for your spring fundraisers such as Fishing Tournaments, Spring Teas, Banquets, and Golf Tournaments. You can check out more fundraising ideas at our blog by clicking on this link

You can get to the Events homepage by clicking on the Events tab at the top of the EGS’ platform.

From the homepage of the Events tab, you can create a New Event or Edit, Delete, and copy an Event. Simply click on New Event to begin building your event.

 

You can navigate to the different steps to create your event homepage on the left-hand side.

 

General Information: On the General Information page, you can start putting in the basic details about your event such as the name and start & end date. You can also put a check in the “Register Multiple” box if you want one payee to be able to register multiple people. Enter the start and end dates for registration, decide if you are going to use scholarships (discount codes) and even upload an event image. Just as you can create themes for your giving links, you can create a theme for your Event. Use the drop-down box next to Theme to assign that theme to your Event. You can also add details in the Event Description box. Make sure to save all your changes at the bottom of the page.

 

 

Event Location: Next click on Event Location from the left-hand side menu and put in the details about where the event will be located. You can add an image for your location and include their website. Click on Save at the bottom of the page.

 

Contacts: Next click on Contacts from the left-hand side menu. On this page, you can add your contacts for your event. You can include the type of contact they are, upload a picture, and of course put in all the details of how they can be contacted. Make sure to save your changes at the bottom of the page.

 

Resources: Next click on Resources from the left-hand side menu. Under Resources you can add Attachments such as a schedule of events or a menu. Make sure to click on Save after you add an attachment. You can also add links to your website or to a guest speaker’s blog under the links section. Make sure to click save after you add any links.

 

Questionnaire:  Next click on Questionnaire from the left-hand side menu. At the top of the page, you can click on the drop-down arrow next to Collected Contact Information. This is where you can decide what information will be required or optional for each attendee.

At the bottom of this page is where you can create custom questions. Click on New Question and then type in your custom question. You can decide if the question is required and direct it to either the attendee or payee. You can also determine how you would like the attendee or payee to respond. Make sure to save any changes at the bottom of the page.

 

Policies: Next click on Policies from the left-hand side menu and add any policies you may have. Click Save at the bottom of the page.

 

Pricing: Next click on Pricing from the left-hand side menu. This is where you can enter in your return policy, decide if you want to allow installment payments and choose your pricing type. There are 4 different pricing types, fixed, tired, Quantity Discount, and Free. Select your pricing type and enter in the details. Then click on Save at the bottom of the page.

 

Scholarships:  Next click on Scholarships from the left-hand side menu. On this page, you can create a discount code for your payee. It can be for the full price or a percentage or fixed amount off the price. You can decide if the code can be used multiple times and if it is active. Click Save at the bottom of the page.

 

Custom Tabs: Next click on Custom Tabs from the left-hand side menu. We have tried to think of everything you may need for your event. However, if you would like to add another tab you can do so here. One example of what you can use a custom tab for is to include one of your giving links. This way someone can donate even if they are unable to attendee the event.

 

Notifications: Next click on Notifications from the left-hand side menu. On this page, you can list an email for someone you want to be notified when someone has registered for an event. Save your changes at the bottom of the page and then click on Back to Events to return to the Events homepage.

 

From the Events’ homepage, you can download an Attendee, Questionnaire, Payee, and Combined report. You can also make an event active or inactive using the Status slide bar. You can click on the box with the 4 squares to download a QR code and click on the green box and arrow to be taken to your events homepage.

 

From the Event’s homepage, your attendees can see the details about your event and then click Register Now to register.

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