How to Create a Registration with Fundraising Event

Last Updated: Nov 16, 2018 08:16PM PST

Registration with Fundraising events combine peer-to-peer fundraising and ticketed  events. Supporters buy registrations to attend your fundraising event and also raise money on your behalf by reaching out to family, friends, and community members for donations. These events are a good match for nonprofits that want to boost the fundraising potential of their events.

In this article, we'll explain how to set up a Registration with Fundraising Event using the following sections:

Want a sneak peek at what a campaign could look like? Take a look at our example—we recommend keeping it handy as you work through the guide.  

Getting Started

1. Open the Campaigns tab on the left-hand side of your dashboard
2. Click the green Create New button and select Registration with Fundraising Event

Setting up the initial details of a registration with fundraising event is a 3-step process.

Filling out the Basic Details

This form covers the basic information of your event.1. Enter your campaign's information into the content blocks
2. Tap the green Next Step button when you're finished

Setting up the Registration and Theme

The Registrations Page is where you create the registrations for your event. These will appear on your campaign's landing page so supporters can register with a simple click.

The Basic Details

1. Type the basic registration information into the corresponding text blocks

  • You can offer unlimited tickets and make them free by checking off the appropriate checkboxes

2. Choose whether your organization or the customer pays the transaction fees

  • If you choose to have customers pay fees, the fee will automatically be added to the ticket cost

The Finer Details

4. Tap the Edit Details Dropdown and use the editor to customize your ticket details

  • The description text block is a good place to explain what a registration offers access to—this ensures supporters have clear expectations
  • The Fee Estimate block will display the estimated fees. If you choose to have customers pay the fees, the total will adjust to match this fee

5. Click Duplicate to duplicate your ticket or click ADD to add a new ticket

  • If you only need one registration type, move on to the next step

6. Choose whether you want to credit registration costs to fundraisers

  • Choosing Allow credits the cost of registration toward your supporters’ fundraising pages—this adds activity to their page and progress bar which can attract more donations
  • Note: turning this feature on on part way through your event will not be retroactive and will only apply towards new registrations moving forward

7. Click the green Next Step button when you’re finished to move on

The Basic Theme

8. Click Upload Campaign Logo to add your event logo

  • For the best quality, use a 300 x 50 px image

9. Click Upload Hero Image under Hero Image to add a background

  • For the best quality, use a 1280 x 720 px image
  • We will cover headlines in the next section (Setting Up the Landing Page)

Pro Tip: Our designers recommend using pictures that keep the focus of the image 115 px below the top of the image—this draws attention to the subject of the picture and your headline. Need extra guidance? View our image guide.


 

10. Click the Primary Color Circle to change the primary page and button color

  • You can use our color palette or enter a Hex code to change colors

11. Click the green Finish button to complete the basic theme setup

Setting up the Landing Page

Now that the initial event details are complete, you will see the event overview. From here you can finish setting up the basic design of your event including the Landing Page—this page is where you can encourage supporters to join your event.1. Click on the Pages tab and select the Landing Page

Key Visuals and Info

2.  Click Upload New under Campaign Logo to add or change your logo

  • For the best quality, use a 300 x 50 px image

Note: If you added a logo when setting up your initial details, it will appear—you do not need to upload the logo again even though the logo editor looks empty. We included this step (and steps on the background image and primary color) just in case you wanted to make any changes. To do so, simply upload a new image or select a new color.   

3. Write your Headline in the Headline Block

  • Want to use a logo or image instead of a regular headline? Flip the Headline Image switch and upload an image like normal

4. Click Upload An Image under Hero Image to add or change the background

  • If you added a background when setting up the initial details, it will appear—you do not need to upload the image again
  • If you want to change your background, upload a new image
  • For the best quality, use a 1280 x 720 px image

Pro tip: You can use the Background Color circle to change the tint that lays on top of your hero image. If you do not use a background image, the color you choose will display instead.

5. Click the Primary Color Circle to change the primary page and button color

  • You can use our color palette or enter a Hex code
6. Write your event description in the About the Campaign Block

7. Choose the leaderboard information you want to display

  • You can show who your top fundraisers are overall or by individuals and teams—this is a great way to give recognition to supporters or encourage friendly competition

8. Tap the green Save Changes button

Setting up the Team Page

Supporters who choose to fundraise as a team will have access to a team page. This section allows you to set the settings that display when supporters create their team pages. They will be able to change these settings except for the background image—this keeps your branding consistent.1. Under the Pages tab at the top of your screen, select the Team Page

2. Type the recommended Team Fundraising Goal in the text block
3. Tap Upload New under Team Cover Photo to add a cover image

  • For the best quality, use a 1400 x 460 px image
  • If you added a background image to your landing page, it will appear here as well. You can change the cover photo by uploading another image

 

4. Tap Choose File under Set Default Team Photo to upload a default profile photo
5. Write the Default Team Headline in the corresponding text block

6. Write the Default Story Title and Story in the corresponding text blocks

  • The story title and story offer supporters the opportunity to explain why they are fundraising to their peers
  • We recommend customizing the default story to give supporters a better idea of how to explain the benefit of your cause

7. Tap the green Save Changes button

Setting up the Fundraiser Page

Supporters who choose to fundraise as individuals will have access to a fundraiser page. This section allows you to set the settings that display when supporters create their fundraiser pages. They will be able to change these settings except for the background image—this keeps your branding consistent.
1. Under the Pages tab at the top of your screen, select the Fundraiser Page
2. Type the recommended Individual Fundraising Goal in the text block
3. Tap Upload New under Individual Cover Photo to add a cover image

  • If you added a background image to your landing page, it will appear here as well. You can change the cover photo by uploading another image
  • For best quality, use a 1400 x 460 px image

4. Tap Choose File under Set Individual Photo to upload a default profile photo
5. Write the Default Fundraiser Headline in the corresponding text block

6. Write the Default Story Title and Story in the corresponding text blocks

  • The story title and story offer supporters the opportunity to explain why they are fundraising to their peers
  • We recommend customizing the default story to give supporters a better idea of how to explain the benefit of your cause

7. Tap the green Save Changes button

Setting up the Donation Page

As the name suggests, this page is where supporters will make donations. Supporters will be taken to the donation page if they press your donation button instead of getting tickets. This allows supporters to contribute to your cause even if they cannot attend the event.1. Under the Pages tab at the top of your screen, select the Donation Page  

The Basic Design

2. Click Upload New under Background Image to add a background

  • If you added a background image earlier, it will appear here as well
  • You can change the background for the donation page by uploading a new picture

3. Write your Headline and Donation Appeal in the corresponding text blocks

  • The donation appeal is a subheadline—the best explain or show the impact of donating to encourage action (Pro tip: keep it brief!)

Donation Settings

4. Tap the Donation Settings dropdown and choose a donation method

  • One-time donation pre-selected - Supporters can make a one-time donation using any of the pre-set amounts or a custom amount. The ability to donate once will be the default option.
  • Monthly recurring donation pre-selected - Supporters can make a monthly donation using any of the pre-set amounts or a custom amount. The ability to donate monthly will be the default option.
  • Force a specific amount monthly - You can set a specific amount that supporters can donate monthly (like a Netflix membership).  
  • Monthly recurring donations only - Supporters can only make monthly donations using any of the pre-set amounts or a custom amount.
  • One-time donations only - Supporters can only make a one-time donation using any of the pre-set amounts or a custom amount.
  • One-time donations, force amount - Supporters can only make a one-time donation using the specific amount you set.

Note: You can change the numbers in the pre-set amount buttons by writing the amounts you want in the corresponding text blocks. The pre-set amount buttons do not appear if you force an amount. If you force an amount, the donation form will simply list the amount that you set.

 

5. Choose whether you want to participate in recurring donation optimization

  • If you participate, a notification will encourage people to give monthly when they select a one-time donation amount
  • Supporters can still donate once, or they can click the give monthly link to give a recurring donation—research shows that recurring donors provide more value to nonprofits

6. Write the message you want to appear in the Submit Button by using the text block

  • We recommend using action verbs to craft a strong call to action

Classy Mode

7. Choose whether to enable or disable Classy Mode

  • Classy Mode gives donors the option to cover your donation fees so your cause can benefit from their entire gift—we have found 60% of donors are willing to do so if given the choice. To learn more please visit our guide
  • You can set whether the checkbox to cover fees is pre-selected or unselected by default
  • You can write an appeal in the text block that encourages supporters to cover fees
8. Tap the green Save Changes button

Setting up the Thank You Page

The thank you page appears after someone submits a donation.1. Under the Pages tab at the top of your screen, select the Thank You Page

2. Click Upload New under Background Image to add a background
3. Write your Headline and Supporting Message in the corresponding text blocks

  • We recommend personalizing your headline and supporting message to show just how meaningful supporters and their gifts are. Writer's block? Describe how their donation will lead to lasting change

4. Click Save Changes to save your edits and your Registration with Fundraising campaign

Publishing Your Campaign

From here, you can click the green Publish button at the top of your screen to post your campaign. But before you do, we have some final tips:  

  • Click the Preview dropdown to preview your campaign pages. If anything does not appear correct, click the Pages tab and select the page you want to edit. You can use this step to edit your pages anytime including when they are published.

  • The initial builder only centers on the basics, so you can focus on the core of your campaign first. But you can make advanced customizations before making your campaign public. We recommend starting with our image tips.

  • Finally, test your campaign by making a donation before you share it publicly. This will allow you to experience the campaign from the shoes of your supporters. You can refund a test transaction after 24 hours.

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If you have any additional questions, please contact our Care Team.

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