With Click & Pledge Event Management release 2.x all event management is under one "C&P Event Management" tab
To create a new event select the Create New Event button.
Active Events: Will list all active Events.
Basic Information - Enter all the basic event details
- Event Details
- Event Name (Internal)*
- Event Name (External)*
- Salesforce Public Site URL*: Instructions to set up your Salesforce Public Site URL are in the Post Installation Instructions. In order to use the Click & Pledge Event Management Application you must complete the post installation instructions
- Event Template*
- Total Inventory: (Optional) You may enter an inventory for the total number of attendees for the event. Inventories may be set for registration levels as well, but total number of registrations sold cannot exceed this number.
- Report Color
- Anonymous: Events will be considered ‘Named’ unless the ‘Anonymous’ option is selected. With Named events, for each ticket sold first name, last name and email address needs to be entered for each ticket. For Anonymous events, multiple tickets can be purchased without providing this information. Contact creation for each named attendee will follow your Match Mode settings within the C&P Settings tab under Contact & Account.
- Registration Timeout*
- Mode*: Active - ready to process transactions; Inactive –cannot be viewed and link will show inactive message; Test – may run test transactions with demonstration credit card number (4111111111111111)
Event Date and Time - Use the calender to select these dates
- Start Date
- End Date
- Published Date - Date the event will show on the website
Pricing/Registration Level –at least one registration level must be created for each event
C&P Account
C&P Account – If multiple Click & Pledge account, select your account
Display Label- This field will only show if more than 1 account available. You may wish to use this label to note a currency or define your account. E.g. $
Payment Type – Select payment types for this event. These payment types must be active within your Click & Pledge account to be accepted for your events. To review your payment options within your Click & Pledge account you can access them by
- Login to Click & Pledge portal: https://portal.clickandpledge.com/
- then going to Account Info>Accepted Cards
Custom Payment – If you wish to name other payment types, like Cask or Check
Add Account – If you have multiple Click & Pledge accounts you may add additional accounts then allow patrons to select an account. Display Label appears if you have multiple accounts. It allows you to distinguish between the accounts. An example, maybe you have accounts in different regions you may identify them by their region. Or if accounts are in different countries, you may want to distinguish by currency.
Account Selector Label – If offering multiple accounts then enter text to show above your accounts. E.g. Select Currency, Select your region, Select your local association
Additional Information
Here you may customize Event and Levels. Use the radio buttons to access either Event or Levels. All customization here is optional.
Event
- Event Coordinator
- Category
- Campaign
- Iframe Code – Iframe code for event is provided
- Agenda (PDF only) – upload a
- Agenda Display Name
- Event Description
- Additional Donation – allow patrons to make a donation during registration
- Label For Additional Donation
- SKU For Additional Donation
- Tax Deductible %
- Campaign For Additional Donation
Levels – select a level to edit the following
![Select a Level]()
- Name on Reports*
- Report Color
- SKU Code
- Campaign
- Level Description
Messages – Customize message for Event and Levels. This includes messages displayed during registration/payment process and on automated email receipts (if send receipt is selected).
Event
Messages
- Sold Out
- Event Ended
Payment
- Show Terms & Conditions
- Acknowledgement Mandatory
- Terms & Conditions Text
- Thank You
- Payment Declined
ReceiptSend Receipt – If choosing to send receipt Click & Pledge will email an itemized receipt to registrant. The following information may be customized with your own text.
- Organization Information
- Thank You Message
- Terms & Conditions
Levels- select a level and customize that level’s Sold Out message. Sold Out message will show if inventory is depleted for that level.
Discount Plans – Create an unlimited number of discount plans. Discount plans may be layered
- Discount plans are applied to registration levels
- May be batch uploaded
- Discounts by %, Fixed discount or a combination of both
- Required Start and end date
- Inventory
- Coupon code
- Group discount
Designer-Customize your event page
- Registration form – Map payee information fields and Custom Questions
- Widgets – create widgets for your online form for information like weather, maps, etc. If widgets single, then will show on page, if tabbed- will show in tabbed section
- Site – Choose from Click & Pledge templates or create a custom template for your site. When layout selected Merge Fields and editor will be provided.
- Tickets – Choose from Click & Pledge ticket templates or customize tickets for your event. When layout selected Merge Fields and editor will be provided.
- Name Badges - Choose from Click & Pledge name badge templates or customize name badges for your event. When layout selected Merge Fields and editor will be provided.
Check In & Check Out – Check In and Check out attendees using status menu box
- Authorized devices- using Swiper1 application on smartphones, User devises may be approved to check in and check out attendees.
Registrations – Manage Registrants, Temporary Contacts and manually enter attendees using Box Office
Upcoming Events – Will show events that have a start date greater than today are date.
Archived Events – Events whose end dated have passed.
Event Listings – C&P Event Listing is a Parent Page for your events. You may create an unlimited number of Event Listing pages and each Event Listing Page can show an unlimited number of events. So for example, you may wish to have an Event Listing Page for Conferences and a separate one listing your Fundraising Events.
Box Office – In Box Office you may manually add attendees to an (active) event. Box office can also be accessed through Registrations?
Device Manager – This area will list of all devices that have requested authorization to access Events using Swiper1. Select the edit button for each device to view the events the device is authorized to Check In/Check out.