Creating Events Part III: Configuring Venue Information (Version 1.0)

Events: Creating Events Part III: Configuring Venue Information

1. This tutorial will cover how to configure Venue and Partner information for events within Fundly CRM.
2. Venues are locations at which events take place and can be either your organization’s main location, or a secondary offsite location.
3. To record an events venue, edit the event and look to the Venue Details section.
4. To create a new venue click on the venue drop down and click on Create New Venue, which will expand the section.
5. Enter a title for the Venue that indicates the name or location for this venue.
6. If left blank the title will default to the Street Address that you must next enter, along with all additional address information.
7. If this event will be published to your public site, this address will be listed with the event.
8. Further, when your event will be published to your website, you may wish to make use of the Google Map URL field, which allows you to display a Google map of the location with the event.
9. It is important to remember when generating the map and URL on Google Maps that you use the Long URL, and not the short URL that they also make available.
10. When you have finished configuring the Venue address click OK to save and proceed.
11. Once you have configured a Venue the system will save this venue and allow you to use it with other events, saving you time and ensuring accuracy.
12. To edit a Venue that you have selected, click on the Edit(pencil) button in the Venue Details section.
13. After selecting a venue you can delete it from the system, and all events, by clicking on the Delete(X) button in the Venue Details section.
14. In some cases you may be configuring an event that is being held in partnership with another organization, and organized by that partner.
15. In these cases you will record this information much as you do with Venues in the Partner or Other Organization Event section.
16. To add new partner click on the Partner organization drop down and select Create New Host which will expand the section.
17. The only require information in this section is the Host Name field.
18. The URL field allows you to put the link for the other organization in general, or a link to that organization event page.
19. If you wish to specify the details of the partnership enter this into the Details text area.
20. If available enter the Logo for the other organization to be displayed on your public site.
21. When done click on the OK button and the entered information will be saved and the Partner set for this event.
22. As with Venue, to edit the partner information click on Edit(Pencil) and click Delete(X) to remove the partner entry from the system.  
23. Once you have finished configuring Venue and Partner information, and assuming there are no further changes you wish to make to the event, click the Save button.