MANAGE YOUR EVENT

How do I create an event page?

• You can easily create a Fundly Enterprise event page by registering a Fundly Enterprise account and start fundraising. https://fundlyenterprise.com/
• There is no upfront cost to set up a Fundly Enterprise event page.
• Click “Create an Event” and enter your event name and event date then click create event. You will be lead to a page in which you have to put in more details for your event before you can publish it.

Where can I see the overview of my event?

1. In here you can see the online and offline donations and compare them, you can compare the number of non-profit, teams and individuals that joined, you can compare the registrants from non-profits, teams and individuals; see how much more you need to get your goal, your top 5 fundraiser, etc.
2. Click edit (pencil-like icon) on your event
3. Click the Overview tab on the upper left side

How to put an event story and how to make a good story for your page?

1. This is the part wherein you can greatly appeal to the people and can encourage them w/ bigger donations. One of the most important aspects of your event is the message you transmit, as it has a direct impact on the overall impression that your project conveys.

• Whoyou are: Introduce yourself. Tell your story.
• Whatyou are trying to raise money for: Be specific and include your funding goal, and even a breakdown of where the money goes.
• Whenyour project will take place: Set a deadline, this creates a sense of urgency.
• Whereyour project will take place: Talk about why crowdfunding will help you. Share the social media platforms you are using, and the value of sharing the event  with others.
• Whyyou are raising funds: Show your passion, explain the impact of your event or tell us about the people who will benefit from it.
• Howpeople can get involved: Beyond just donating money, what else can people do to help you?

2. Click edit (pencil-like icon) on your event
3. Click Event Details
4. Write your event story and fill out the other information required then click “save & exit” or “save or next”

How to put location details?

1. Click edit (pencil-like icon) on your event
2. Click Event Details then scroll down
3. Turn on location and fill out the event location details then click “save & exit” or “save or next”

How to add registration types?

1. Click edit (pencil-like icon) on your event
2. Click Registration Types
3. Click add new registration type. New fields will show up.
4. You need to fill out the name (ex: group, individual, walker, runner, etc.) and the registration amount then select to whom you would want to apply this (click “apply to” drop down and select from team, attendee, individual or charity or select all).
5. Click “save & next”

How to add photos and videos?

1. Click edit (pencil-like icon) on your event
2. Click Media
3. To upload photos to your Banner, Photo Gallery and Story Image/Video, you can drag &drop the file, you browse or select from your gallery. It will be saved automatically.
4. Click next

Where to see and how to edit and customize email notifications to the individuals, teams, orgs and registrants under your event?

1. Click edit (pencil-like icon) on your event
2. Click Email Notifications
3. Click edit
4. You can choose the default content or edit the content then click update

How to add donation levels?

1. Donor levels can make or break a donation, and they’re something we need to seriously consider. You can influence the donor by telling him what his gift will accomplish. For example, if I see that giving $25 to an organization will provide clean drinking water to a village for a week, but a $75 donation will provide it for a month, I’ll definitely be motivated to up my gift. Specifying benefits will often push a donor to the next level, especially if he sees that his money will stretch further at higher levels. Another way is to give tokens or simple gifts as a thank you for their donation. For example a $25 dollar donation will give them a bookmark as a thank you.
2. Click edit (pencil-like icon) on your event
3. Click Donation Levels
4. Click add new donation level
5. Fill out the required fields and click save

How to promote your event?

1. Once you are in the event, hover your mouse over the box and click the edit (pencil) icon.

2. Go to Promote Event tab

3. Click Send Email

 4. A pop up window will appear where you can edit the content of the email template like add logo, photos and edit story, etc.

*Note: Click “Select Template” to see more template options. 1^st and 2^nd templates have the Donate Now button and they also show the online funds raised. The 3^rd and 4^th templates don’t have these buttons.  

 5. Click Select Contact(s)

5. You can send emails to your contacts, fundraisers and attendees

6. Click Select once done selecting email recipients

8. Click Send once you’re done composing the email and selecting contacts. You could also just save first the email and send later.

How to add sponsor levels

1. When setting sponsorship levels, look at your overall event goal. For mostfundraising, the majority of your money should be raised through sponsorships. The first step to selling sponsorships for your event is to define your sponsorship levels and what benefits are included for each sponsoring company/individual. In defining sponsorship levels, be ambitious but realistic. Look at your donor file and the businesses you are thinking of contacting to understand what levels you can realistically expect to fill. Name your sponsorship levels in a way that highlights either your event theme or your organization’s work. For example, if you have an event to raise money for a school, you could name your sponsor levels: Scholar, Essayist, Author, Contributor and Friend. If you have an event with a garden theme your sponsorship levels could be: Rose, Tulip, Petunia, Daffodil and Daisy. If you can’t come up with anything that ties into your organization or event, you can also use naming conventions like: Platinum, Gold, Silver, Bronze. Each sponsor level should include a distinct group of benefits for the sponsoring company, individual, organization or family.
2. Click edit (pencil-like icon) on your event
3. Click Sponsor Levels
4. Click add sponsor level
5. Fill out the required fields and click save

How to add menu items

1. Click edit (pencil-like icon) on your event
2. Click Menu Items
3. Click add menu item
4. Fill out the required fields and click save

*Note: You can add sub items on existing menu items.

How to edit/customize form configuration?

1. Click edit (pencil-like icon) on your campaign
2. Click Form Configuration
3. You can drag to move the fields to your preferred sequence. Just hover your mouse over the field then drag.
4. You can add field of your choosing like add address, add phone number, add agreements, etc. Just click add field on the lower right portion and the options will show. You can also add your own custom datasets.
5. Click save after you’re done editing.

How to add offline registrants to your event?

1. Click edit (pencil-like icon) on your event
2. Click New Registrations
3. Choose between Individual tab, Team tab and Non-profit tab, depends on what you would want to add.
4. Click add team, add individual or add non-profit. You will be lead to a new page in which you need to fill out the required fields then click save after you’re done.

*Note: On the bottom part, you have the option whether you would want to copy the content of the main page or not.

Where to see your reports?

1. Click edit (pencil-like icon) on your event
2. Click on Reports
3. There you will see the information about the individuals, teams, non-profits and attendees under you and all the donations you received.