Event Setup Wizard

To help make your setup easier, we created the Event Setup Wizard that will step you through the process to make sure you have all your event templates ready to launch your event. You'll see the Setup Wizard once you complete the required fields in the initial Event Details form for the first time.
Once you have gone through all the steps in Event Setup and you are happy with how your event looks, click Finish Event Setup. You will continue to receive set up reminder emails until your event is open.

Can I copy my past event into my new event?

Your event details can be copied from a past event, but you will first need to add some required information in the initial Event Details form in your new event to get started. Once you have added your event title, date, time, contact information, and any other required fields, then save your event details. On the next screen you'll find the option to import your event settings from a past event. 

You'll also find a link to import your event settings at the top of the Event Setup column. This article has more information. 

Did you know that you can collapse the sidebar menus by clicking on the white space or the << arrows on the bottom of any column?

 

Attendance

  • Event Details - Enter essential event information such as date, time, location, contact information, etc. There is also a link to Event Details on your Dashboard.
  • Event Preferences - Toggle features such as confirmation and notification emails, duplicate checking, etc.
  • Event Design - Upload your own event banner and choose your colors and fonts. If you don't have a banner, you can order one from here.
  • Registration Form - The support staff is happy to help you customize your Registration Form.
  • Web & Email Templates - Edit the content people will see on your web pages and emails. Most of this information is already added from the information you put in your Event Details.
  • Import Event Settings - Import the Details, Preferences, Design, Registration Form, and Web & Email Templates from a past event.

Peer-to-Peer

  • Event Details - Enter essential event information such as date, time, location, contact information, etc. There is also a link to Event Details on your Dashboard.
  • Event Preferences - Event Preferences in Peer-to-Peer include registration options on your Event Web Page, confirmation and notification emails, Teams, and summary email settings.
  • Event Design - Upload your event banner and select the accent colors you would like to appear on all your Peer-to-Peer web pages and emails.
  • Peer-to-Peer Preferences - Adjust the settings on your public-facing web pages including the Event Web Page, fundraising pages, and Donation pages. 
  • Registration Form - The support staff is happy to help you customize your Registration Form.
  • Web & Email Templates - A list of all the event web pages and emails that your guests may encounter while registering or donating to your event.
  • Import Event Settings - Import the Details, Event Preferences, Design, Peer-to-Peer Preferences, Registration Form, and Web & Email templates from a past event.

If you don't find your event listed in the Upcoming events or My Events, you can easily create an event in just a few steps:

  1. From your FundEasy Home page or your My Events dropdown, click the green Add New Event button.
  2. Choose the appropriate product for your event and click the green Get Started button.
    • Attendance: Registration, event management, and attendance tracking
    • Peer-to-Peer: Event registration and fundraising
    • Crowdfunding: Single giving page for project funding

  3. (For Crowdfunding, this step is not necessary.)
    If you selected the Attendance product, select your event plan and event type and enter your estimated number of guests. 
    If you chose the Peer-to-Peer product, select your event type and enter your estimated number of participants. 
    In-Person: Registrants attend the event at your venue in person. Locations and maps are in your templates by default.
    Hybrid: Some registrants attend the event at your venue, while others join virtually.
    Virtual: Your event is held online with no in-person guests. Locations and maps are removed from your templates. 
  4. Fill out the initial Event Details. Only the required fields need to be filled out - and don't worry, you'll be able to change those fields and fill out the others at a later time in Event Details!
  5. Click the green Create Event button in the bottom right corner.
  6. Once the event is created, go to Event Setup and walk through the setup steps to get your event ready to open to the public! This article has more helpful information about Event Setup.