Help Center

Event Planning as it relates to Coronavirus (COVID-19)

As an organization whose mission is to bring people together to experience meaningful moments, we remain committed to ensuring the health and safety of Events.com employees, event organizers and attendees during this difficult time. Thank you for entrusting us with your events. We take this responsibility very seriously.

We understand the concern and uncertainty you are likely experiencing surrounding the coronavirus (COVID-19) outbreak. We are closely monitoring information from government agencies, medical professionals, the Centers for Disease Control (CDC) and the World Health Organization (WHO) to keep a pulse on the evolving situation. 

Health & Safety

If you haven’t done so yet, let your event goers know you care about their health and well-being as soon as possible. Find out what the CDC is recommending for coronavirus (COVID-19) in your area. Check with provincial, federal, state and local authorities for any current or potential event restrictions. This may help inform the best decision for your community. As an industry, it is our responsibility to maximize the safety of our partners and participants and we want to support your focus on health and safety as you make decisions about your events.

Emergency Plan Options

There are some tactics you might consider for your event that can help you navigate through the challenges and may help participants contain the spread of the disease, while reducing your risk of chargebacks and refund requests.

Here are some immediate action steps and things you can do (some using Events.com technology and features) to help you through this. Click each link below for further instructions. 

• Change your event from live to virtual.
• Postpone or reschedule your event to a later date.
• Offer a deferment option to attend next year’s event. This option can be offered to sponsors, participants as well as vendors.
• Turn on ticket protection with Fanshield if you haven’t already.
  • Important note: We are in the process of automatically turning on Ticket Protection for all draft or live events selling tickets or registrations in our system. You may still turn off this feature in your settings, but we recommend that you keep it turned on.
• If your event is not permitted to occur on your event day or you cancel your event, it is a good idea to familiarize yourself in advance with your refund policy and plans, along with your insurance policies. We recommend you contact your insurance broker and/or advisor to review your policies. You may also want to review and enhance your legal waiver and associated text to ensure your protection as an organizer. If you do not currently have a legal waiver and refund policy, we suggest you implement one and add it immediately. We also recommend that you be very proactive with a communication plan with your attendees – reach out early.

Additional Resources

Many regions have restricted events of certain sizes to stop community spread of the virus. We expect to see more regions limit event activity in the coming weeks. When your event does occur, even after the restrictions are removed and we’ve all overcome the current challenges, consider measures you can take in the future to help prevent the spread of this and any other illness. Some examples include:

• Make it a no-handshaking event or create your own on-brand non-touch greeting
• Provide ample soap and handwashing stations
• Add medical staff on-site with no-touch thermometers
• Provide check-in staff with protective gear
• Provide refunds or deferrals to elderly or health-challenged participants
• Allow areas for people to spread out and enjoy the event rather than in close proximity
• Hire a professional cleaning crew to clean surfaces

Event organizers tend to be MVPs in the lives around them, and many people rely on them for direction and so much more. Enable your team in the event that you are temporarily unavailable and establish a chain of command.

Review the guidance the CDC has issued for mass gatherings and large community events. It contains a number of helpful guidelines on the basis of what to do before, during and after a COVID-19 outbreak.  

Take a look at the recommendations from the US Center for Disease Control and Prevention in these articles: Event Organizers and Staff – Flu Prevention at Mass Gatherings and Coronavirus Disease 2019 (COVID-19). 
 

U.S. Government Loan Program

On Wednesday, the U.S. government announced a fund to be run through the Small Business Association (SBA) to support small businesses impacted by the coronavirus. They are still working out the details and we don’t yet know how this will play out, but it may be worth applying as quickly as possible. 

Terms of the Loan:

• Must be a small business with less than 500 employees
• Loan amounts are up to $2M
• Interest not to exceed 4%

You can also call the SBA directly at 1-800-659-2955. Monitor national, state, and local SBA sites for more information. 
 

In Closing

We will be sending out more emails covering additional topics as we all navigate through this period.

We are in this together as we stand with you and the entire events community. Perhaps the most important thing to remember is that this is a temporary situation, it is not going to be forever, though it may feel like that now for some.

The event industry has led economic recovery in several cycles and has saved entire industries when they went through disruptions, such as music and even parts of the media industry. Our long term view of the event economy is still very positive, and we are quite hopeful for a fast recovery. 

Your Events.com customer success manager is available to assist you during these challenging times. Feel free to reach out directly to your customer success manager or send us an email at hello@events.com.

Our hearts go out to everyone who has been impacted, and as always, thank you for being a part of the Events.com community. 

Your Events.com Team

Attendee Protection offers attendees’ protection for some of the common personal reasons out of an individual’s control, that people have for cancelling their event attendance. If an attendee makes a successful claim, FanShield will issue a refund for the amount protected. We know that this can be helpful for an organizer, as you aren’t always able to offer refunds. If this is the case, Attendee Protection can be a solution for your attendees.

You can find the full terms and conditions of FanShield’s Standard Attendee Coverage Policy here.

The registration report contains who has accepted and declined Attendee Protection if you’re interested in reviewing your whole event. For help running a report, please visit our article – How do I view reports?

If you need to review an individual’s protection, there is information available in their registration/ ticket.

1. Open People and click Attendees.

2. Search for the individual and click their card to open their registration/ ticket.

3. In the left corner, Attendee Protection will be listed with the summary of the order. A status message will indicate the Protection status.

The example status is Active! which indicates that the Attendee successfully purchased Protection and could initiate a claim if applicable.

Other possible statuses are:

Inactive! – This can indicate there is a new policy associated with another ticket/registration.

Changed or cancelled! – This could indicate that a claim is in progress, or a change was made with their registration/ ticket.

Something went wrong with processing! – This usually indicates that the attendee’s payment was not success and the attendee should look for a FanShield email or email them directly.

4. Clicking View Details will open a pop up containing the Attendee’s Protection Policy ID (this is needed to submit a claim) and a quick reference to FanShield’s support. The article referenced is this article. If you have additional questions for how you can best support your attendee, please contact our support at help@events.com

If at any time, there are additional questions about Attendee Protection, have the attendee contact FanShield at help@fanshield.insure

Creating a virtual option for your event can be as easy as adding an additional registration/ticket type! New sign ups can select it as their ticket of choice, and through our post registration tools, existing attendees can change their ticket to a virtual experience in just a few easy clicks. 

Please visit this helpful article if you need the steps for creating a new registration – How do I create tickets or registrations?

If you’d prefer to add shipping (or international shipping) as a virtual add on, the best option is to set it up as a purchase. Please refer to this article for a walk through on setting up purchases – How do I set up purchases to upsell my event goers?

If you’re brand new to the virtual event space, here are some tips for creating a memorable virtual event! 

• Create a printable bib or attendance/finisher certificates to eliminate shipping costs.
• Provide a package to be mailed, either include shipping in the registration fee, or have attendees add shipping to their order.
• Consider the items you would provide to be shipped – bibs, special cards or tickets, medals, t-shirts. Anything to add value. 
• Use our custom confirmation email builder to coordinate the social media presence you’d like to see. (Event hashtags, selfie suggestions showing how you participated) 
• Offer a discount to future events to anyone who posts about their virtual experience as an incentive for participation.
• Introduce a contest to encourage online participation and create excitement.
• Film short videos to share with your attendees, tips and tricks to prepare or to build on their skills for future experiences.
• Or anything you think will represent your brand and excite your attendees!

If you’d like to discuss your virtual event strategy or have any questions about getting it set up, contact your dedicated Customer Success Manager, or email us at help@events.com. We’ll be happy to help you finalize your virtual event today! 

Unfortunately right now there are many things for an event organizer to consider. Depending on your community it might be beneficial to consider allowing people to choose between attending this year or deferring their registration to the following year in 2021.

Creating a deferral for your event can be as easy as adding an additional registration/ticket type! New sign ups can select it as their ticket of choice, and through our post registration tools, existing attendees can change their ticket to the future year in just a few easy clicks. 

Please visit this helpful article if you need the steps for creating a new registration – How do I create tickets or registrations?

If you’d prefer to add it as an updated question (to record yes or no from everyone), the best option is to set it up as a purchase (with or without a cost). Please refer to this article for a walk through on setting up purchases – How do I set up purchases to upsell my event goers?

We also recommend emailing your attendees, as well as updating your website and social media. We suggest using an emailer like MailChimp (they offer a free account based on contacts and contacts can be synced with Events.com). Here are our helpful articles to guide you through getting started with MailChimp:
How do I contact my attendees? (Guide to syncing through Events.com)
How do I send an email in MailChimp?

Something else to keep in mind, when someone makes a change (either a new registration or new purchase answer), they will receive a new confirmation email. You can put a custom message onto your new deferral registration, or add a message into the existing confirmation email for when someone selects an answer to the new purchase question. Please check out this article for a guide on custom confirmations – How do I customize my confirmation emails?

If you’d like to discuss your deferral strategy or have any questions about getting it set up, contact your dedicated Customer Success Manager, or email us at help@events.com. We’ll be happy to help you put everyone’s mind at ease today! 

If you’ve made the decision to move your event date, you should communicate with your event goers as soon as possible. We suggest you do this by emailing your attendees, updating your website, social media, Events.com registration page and by resending everyone’s confirmation emails.

Communicating with your Event Goers

We recommend using an emailer like MailChimp (they offer a free account based on contacts and contacts can be synced with Events.com). Here are our helpful articles to guide you through getting started with MailChimp (you need to have a MailChimp account set up first):
How do I contact my attendees? (Guide to syncing through Events.com)
How do I send an email in MailChimp?

Updating your Event Registration Page

To change your date and description on your Events.com page, start by clicking the Edit tab to access these fields (or scroll down if you’ve just completed the step above). Here’s our help article for reference – How do I customize my event page? (Step 3)

We’ve created a few images you can easily add to your event page. Here are some placement ideas that would help direct attendees to your updated description and let them know your event is postponed.

1. If you’re using the Branded template, add an image to your logo section

2. We’ve provided 2 images for your banner. One is an image you can place on top of your banner image and the other is a full banner image you can replace your current one with. 

3. Add an alert image to your description to draw attention to your updated content. 

Image Files for Download
Design Files for Download

Resending Confirmation Emails

We also recommend updating your confirmation email with a new custom message and resending confirmations to all of your participants. If you’d like a refresher on adding a custom message please check out this article – How do I customize my confirmation emails?

After you’ve saved your new message, you can scroll down and click – RESEND CONFIRMATION EMAIL. This is a one time click so make sure you’ve finalized your new message. The subject line is: Just a reminder. This is why we suggest that you communicate with your attendees before sending it out. It’s also good to make sure you’re contacting them in different ways so everyone receives the new date quickly. Here is our article on these steps – How can I resend confirmation emails to all attendees?

If you’d like to discuss your postponement strategy or have any questions on our suggestions, contact your dedicated Customer Success Manager, or email us at help@events.com. We’ll be happy to help you put everyone’s mind at ease today! 

Creating a virtual event on Events.com is very similar to creating an in person event. Please follow along to get set up right away!

1. While on Events.com click Create Your Event.

2. In the Basic section, select Other and add a category that best represents your virtual event – Virtual or Webinar are often used.

3. In the Details section, also consider including “virtual” or “webinar” in your Event Name to ensure it’s clear that it’s an online only event.

Keep your Location Address hidden. Due to new Marketplace Facilitator regulations, addresses need to be collected for tax purposes but they do not have to be shown on your event page.

Use the Event Description to be very clear what your attendees can expect and include as many details as possible:

• Are you mailing them a race kit?
• Will you be providing them with a link for webinar access?
• What does the kit contain?
• When will it be shipped out?
• How long will it take to receive?
• Who is speaking in the webinar?
• What topics will be covered?
• What are the live start and end times? (This may be important to mention the time zone if you expect international attendees)

You can add hyperlinks, images and format your text. Get creative with important information by changing the color of your text, or size of your headlines.

If you have a welcome video this is the perfect place to add it, along with your website. It’s important to have your brand consistent and available throughout.

If this is your first event on Events.com, or if you’re branding your virtual events under a different organization name, here is where you can add your Organization Name. This can’t be easily updated, so choose wisely! Click CONTINUE when finished.

4. Enter in your social media. This is a great reference point to gain followers or encourage social participation. Plan to share important hashtags and campaigns with your attendees. Clicking GET STARTED! creates the framework of your event.

5. Creating Registrations/Tickets. Set up a registration/ ticket type best suited for your attendees. You can still offer Teams, or Corporate Buying if they fit your audience. Here are some great articles for reference:
How do I set up registrations/tickets for my event?
Can I support teams or groups in my event?
What are corporate groups, and how can I use them?

Use Form Questions to collect any necessary info from your participants such as shipping address, or what industry they work in, why are they interested in your webinar – How do I add form questions? You may want to add a waiver for Rules & Policies having each person agree to the terms of your Virtual event (or acknowledge that it is a virtual event).

Consider what you’re including in your registration/ ticket price. If you are offering a race kit, will the shipping be included? International shipping? If you’d prefer to add an international shipping premium as an add on, the best option is to set it up as a purchase. Please refer to this article for a walk through on setting up purchases – How do I set up purchases to upsell my event goers?

6. You’ve covered all the info needed for your purchase form, now you should consider your post communication. One way is through your confirmation page message and confirmation email. Do you have links that you want your attendees to monitor (ie for access to your webinar)? Do you have a video community link to share? Do you want to give them the schedule so they know what to expect? Do you have any social groups for them to join? Or social media hashtags you want them to use?
How do I customize my confirmation emails?

The other way, and this can be done at any time, is to send them an invitation. This gives another opportunity to send a branded message to your attendees and send them any additional content to enhance their experience.
How do I use invitations?

7. Last but not least, ensure that you’ve connected your payment info. You’ll want to make sure that these details are in place for you to get paid! After you’ve finished here, you can Go Live! And Get Virtual!
How do I set up my own standard Stripe account?

If you’re brand new to the virtual event space, here are some tips for creating a memorable virtual event! 

• Create a printable bib or attendance/finisher certificates.
• Consider items you could provide to be shipped – bibs, special cards or tickets, medals, t-shirts. Anything to add value. 
• Use our custom confirmation email builder to coordinate the social media presence you’d like to see. (Event hashtags, selfie suggestions showing how you participated) 
• Introduce a contest to encourage online participation and create excitement.
• Film short videos to share with your attendees, tips and tricks to prepare or to build on their skills for future experiences.
• Or anything you think will represent your brand and excite your attendees!

If you’d like to discuss your virtual event strategy or have any questions about getting it set up, contact your dedicated Customer Success Manager, or email us at help@events.com. We’ll be happy to help you finalize your virtual event today! 

If you need to cancel an event it’s important to update your page and communicate with your attendees. You’ll want to consider the reason you’re cancelling and whether or not you’re offering an alternative, or a refund. And don’t forget about updating all of your social media!

To update your page, you’ll want to start by closing sales. Go to Event Details – Registrations/Tickets and click the Settings (gear icon) for each of your registrations/tickets. The second calendar is the close date. You’ll want to set it for a past date and time to have it closed immediately. Click SAVE.

Next you’ll want to update your description to communicate the cancellation to anyone that will land on the page. You can update your description by going to Edit and scrolling to the Description box.

For communicating with your attendees, we recommend using an emailer like MailChimp (they offer a free account based on contacts and contacts can be synced with Events.com). Here are our helpful articles to guide you through getting started with MailChimp (you need to have a MailChimp account set up first):
How do I contact my attendees? (Guide to syncing through Events.com)
How do I send an email in MailChimp?

As a final outreach we also recommend updating your confirmation email with a new custom message and resending confirmations to all of your participants. If you’d like a refresher on adding a custom message please check out this article –How do I customize my confirmation emails?

After you’ve saved your new message, you can scroll down and click –RESEND CONFIRMATION EMAIL. This is a one time click so make sure you’ve finalized your new message. Here is our article on these steps – How can I resend confirmation emails to all attendees?

If you plan on cancelling all of the tickets, an email is sent at that time. We suggest emailing them the announcement first so it’s not a surprise when they receive the cancellation email.

If you’d like to discuss your cancellation strategy or have any questions on our suggestions, contact your dedicated Customer Success Manager, or email us at help@events.com.

Right now, it’s an unknown time for the event industry. Event Organizers are facing many tough decisions. More and more event organizers are considering rescheduling their events. From the moment you realize there may be a reason that your event can’t go on, we recommend making a decision as soon as possible.

This is the time that you should talk to your team, your vendors, your sponsors and anyone else involved in your event. Review any policies or insurance associated with your event to see if there are guidelines you need to consider. Ask important questions: Can the venue accommodate the new date? Can your entertainment and staff? Put as much information together as you can to decide if you’ll be postponing or rescheduling if you’ve chosen a new date.

After you’ve made a decision, make the announcement to your partners to ensure that everyone can participate in the new date. Otherwise, you’ll need to be prepared to put more work into re-finalizing your checklist.

When you’ve got all of this in the works, communicate with your attendees. We suggest doing this through email, your social media accounts, and tools in the Events.com platform. This helpful article walks you through these options with more details: How do I communicate rescheduling or postponing my event?

After opening communication, the next challenge that an organizer faces from rescheduling is keeping their attendees engaged. Think of some fun activities for your attendees, encourage them to share their training photos, maybe create some new limited swag, or run a contest.

Rescheduling your event has not only lengthened your event lead time but created some opportunity to attract some new attendees. We encourage you to pick back up your efforts of spreading the word and to focus on being louder than ever. When the world is ready to go back to (its new) normal, event goers will be more enthusiastic than ever to participate in events and connect with others.

If you’ve made the difficult decision to defer your event you’re likely wondering the best way to update this on Events.com.

If you are not going to offer a new date for 2020, you can update the current event and all of your attendees can be easily sent a new confirmation with the updated date.

However, if deferment is one of the options, you’ll need to create a brand new event for the next year. We suggest copying the existing one and making some updates to be ready for the next year.
How do I copy an event?

Then the next step would be to move the attendees from this year to the new year. If you have people letting you know one by one, it might be the easiest to give them a promo code and send them to the new event to complete their registration. Or, if you anticipate having a large amount of attendees to move, an attendee upload will make this easy to finish.
How do I upload offline registrations/tickets?

If you’d like to discuss your deferral strategy or have any questions about getting it set up, contact your dedicated Customer Success Manager, or email us at help@events.com.

You now how a wonderful way to offer hassle free corporate purchases! We’re sure you’re wondering how to keep an eye on what’s sold, filled and waiting to be filled (or unfulfilled). This info is displayed within your Event Summary and you can get there with a few quick steps:

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your Corporate Group data.

3. Within your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview Summary here). In the blue navigation tool bar, click Event Summary.

5. You will find the inventory and sales information in the Registration Summary.

Registration Summary

For each Registration/Ticket you’re able to see specific data relating to their sales – Revenue; Active; Unfulfilled (Corporate Groups); Remaining; Discounts; Refunds;Cancelled.
Keep in mind, the Active column displays the amount of registrations/ tickets that have been sold (including any fulfilled Corporate Group spots *if applicable). Unfulfilled only applies to prepaid Corporate Group spots that haven’t been completed. These are reflected in the Remaining inventory. If Corporate Groups are not being offered, this column will not be displayed.

For the full information on your Event Summary dashboard please check out this helpful article – How do I view a real-time snapshot of my event’s data and performance?

An attendee needs a refund for an item they ordered? No problem! As an organizer you can go in to refund it for them. Follow the steps below to find out how!

1. Log In to your Events.com account and go to the event for which you need to refund an attendee item.

2. Once in the event, click on PEOPLE in the left side navigation tool bar and select Attendees.

3. In the search bar enter in the attendee’s Name, Email, Corporate Group name, Registration Number or Order Number.

4. Click on the attendee’s name card.

5. Click MANAGE REGISTRATION/TICKET drop down menu and then select Process Refund.

6. Next to the right of the attendee item, a field will open for you to enter the amount of the refund. Enter the amount in the field (you can only enter up to the amount that was originally paid). If you need to include taxes, click the box on the left. You can also add notes for reference in your future reports. When finished click SUBMIT REFUND.

7. Confirm the Refund Order pop up to finalize. The purchaser will receive an email letting them know their refund was processed.

IMPORTANT INFORMATION ON FULL PLATFORM REFUNDS:
Events.com fees are non-refundable by Events.com. These are the order and processing fees for services rendered. As an organizer, you have the option to refund these fees to your attendees directly. Choosing to refund these fees will result in them being refunded from your revenue.

If your fees are added to the cost of your registrations/tickets: To process a full refund including the Events.com fees, you will need to contact us to facilitate. Please contact our help desk at help@events.com.

If your fees are absorbed (part of the registration/ticket cost): You will be able to refund them directly to your attendees within the registration/ticket amount using the steps above.

Please note: Platform refunds are dependent on fund availability

These instructions will help you cancel an unfulfilled registration from a Corporate Group’s order. The spot will be removed from the Corporate Group Center’s inventory and not be available for another attendee. If the spot has already been filled, you will need to remove the prepaid registration from the Corporate Group first, to place the spot back into the unfulfilled inventory. Or if you intend to remove a person from the Corporate Group so the Buyer can offer the registration to someone else, the steps in this article will help you with those – How do I remove an attendee from a Corporate Group?

Let’s get that registration cancelled!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and click the event you wish to cancel an unfulfilled Corporate Group registration/ticket.

3. Click on PEOPLE, and then Buyers.

4. Search either by name, email, corporate group, order number, or Last 4 of CC of the Corporate Group order you wish to cancel a registration/ticket in, and click on their Buyer card.

5. From this view, click Manage Order, and you will see the option to Cancel Items. From here you can cancel the corporate group registrations by clicking the box to the left and selecting the desired number in the dropdown. When finished, click Submit Cancellation.

The system will always confirm that you do wish to cancel an order, so make sure to double check you are cancelling the correct one(s).

This cancelled spot will be removed from the Corporate Group Center. And the inventory adjusted.

Turning on Corporate Groups is quite easy to do and only takes a few steps to complete! Follow the steps below to find out how to turn this feature on!

1. Log In to your Events.com account.

2. In the left hand navigation click EVENT DETAILS and select Corporate Groups Settings.

3. In the top right corner toggle the setting to ON. If you are unable to, you will first need to create Registrations/Tickets. Click here to see how to add Registration/Tickets to your event.

4. Once turned on, you may customize the name of the group by entering a name in the Customize Terminology field.

5. In the Apply To field, click on the drop down menu option to select the tickets that you want to apply to this group.

6. By default the Minimum Size of the group will be set to 1 and you may also set a Maximum Size or leave it blank to have an unlimited group size. The maximum is the sum of all the combined registrations /tickets.

7. You may also toggle Require Access Code to YES to require buyers to create a unique code that their group members will need to know to fill their spot. The individual purchasing the Corporate Group would create their group’s unique code during their order.

8. Press SAVE to finalize your choices! Corporate Group (or your custom terminology) will now be displayed as an option on your event page. *Individual and/ or Team will appear based on your Team Settings.

An attendee needs to make a change to the size of shirt they ordered? No problem! As an organizer you can go in to make changes to an attendee item. Follow the steps below to find out how!

1. Log In to your Events.com account and go to the event for which you need to change an attendee item.

2. Once in the event, click on PEOPLE in the left side navigation tool bar and select Attendees.

3. In the search bar enter in the attendee’s Name, Email, Corporate Group name, Registration Number or Order Number.

4. Click on the attendee’s name card.

5. Click MANAGE REGISTRATION/TICKET drop down menu and then select Edit Attendee Items.

6. Next to the attendee item, make the needed change and click SAVE CHANGES to finalize the process.

We at Events.com understand the importance of being able to manage your attendees post-registration. These instructions help you cancel a prepaid attendee and remove them from the Corporate Group. Their spot will become unfulfilled and be available for a new person. If you intend to have the spot completely cancelled from the Corporate Group, please refer to this article – How do I cancel unfulfilled Corporate Group registrations?

You’re just moments away from removing a prepaid Corporate Group attendee with these steps:

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and click the event you wish to cancel a prepaid Corporate Group registration/ticket.

3. Click on PEOPLE, and then Attendees.

4. Search either by name, email, corporate group, registration number, or order number of the person whose registration you wish to cancel, and click on their attendee card.

5. From this view, click Manage Registration/Ticket, and you will see the option to Cancel Items. From here you can cancel the corporate group registration or any of the items they’ve selected. Select the items of their order you wish to cancel by selecting the boxes on the left side. If it is the full order, you can click CANCEL ENTIRE ORDER. When you’re finished making your selection click Submit Cancellation.

*The system will always confirm that you wish to cancel an order, so make sure to double check you are cancelling the correct one(s). This only cancels the prepaid registration accepted by the attendee.

The attendee will be emailed and the registration will be added back to the unfulfilled registration inventory. The Corporate Group Buyer can give the link out again to have a new person register.

Need to process a refund for a single item or the registration? That’s no problem! With Events.com we make it simple and easy to process a refund. Follow the steps below to find out how!

1. Log In to your Events.com account and go to the event for which you need to process a refund.

2. Once in the event, click on PEOPLE in the left side navigation tool bar and select Buyers. 

3. In the search bar enter in the attendee’s Name, Email, Team/Corporate Group name, Order Number or Last 4 of CC.

4. Click on the Buyer’s card.

5. Click MANAGE ORDER drop down menu and then select Process Refund.

6. Next to each purchased registration /ticket line a field will open for you to type in the amount that you want to refund. *You are only able to refund up to the amount paid. 

7. Review your Order Summary, and click SUBMIT REFUND.

8. As one last step, a pop up will appear for your confirmation to ensure that you’ve intended to submit this refund. The Buyer will receive an email notifying them that the refund was processed.

Pro Tips: You can refund the associated tax by checking off the box for – Refund associated taxes.

IMPORTANT INFORMATION ON FULL PLATFORM REFUNDS:
Events.com fees are non-refundable by Events.com. These are the order and processing fees for services rendered. As an organizer, you have the option to refund these fees to your attendees directly. Choosing to refund these fees will result in them being refunded from your revenue.

If your fees are added to the cost of your registrations/tickets: To process a full refund including the Events.com fees, you will need to contact us to facilitate. Please contact our help desk at help@events.com.

If your fees are absorbed (part of the registration/ticket cost): You will be able to refund them directly to your attendees within the registration/ticket amount using the steps above.

Please note: Platform refunds are dependent on fund availability.

Have you ever had a corporation or company want to pay for event admission in advance? Or a sponsor? Often it’s because they want to guarantee entry but finalize the attendee details at a later time. With the Corporate Group option, you will be able to give them the opportunity to pay for all their spots up front and allow their attendees to fill in their info later!

The Corporate Group function is quick and easy, with the ability to update the registrants on the order on the fly. You can set them up quickly by following the instructions here: How do I turn on corporate groups?

Enabling the Corporate Group tool will add another option to your ticket buying page, where the group will be able to create a name for their entire party, then they can select a specific number of entries from the available registration /ticket categories. The purchasing page is then easier than ever, showing them the full total of each category to be purchased, while only asking for Buyer name and email although with payment details.

Once the order has been finalized, the buyer will be able to visit the Corporate Group Center to access:

• Purchased inventory, registered, and open spots.
• Special invitation links to be copied and sent out to joining members.
• Event day count down, date and location/map (if applicable).
• List of registered members (Name, Registration /Ticket Type and Email).

Take advantage of the Corporate Group option today, and give your buyers the opportunity to prepay!

Creating an event is quick and easy! After you create an event, it will automatically be saved as a draft and you can continue editing it. If you want your event to go live, simply click the Go Live button from within the event after you’ve completed the following steps.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. Step 1 asks what type of event it is. Step 2 gathers some of the basics – Name, Location, Date and Description. Step 3 is for your social feeds. If you need to edit a step you have already filled out, click the change link at the top right of the step module. If you’d rather skip the optional fields, don’t worry! You can add and edit the information later.

*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name. This can’t be easily updated, so choose wisely.

3. When you are ready, click GET STARTED! and voilà!

Yes, Events.com will make it easy for you to customize your event page and set up free tickets or RSVP options.

1. Once you’re done creating an event, select EVENT DETAILS on the left navigation, and select Registration/Tickets.

2. You chose whether to sell Registrations or Tickets during your event creation – What’s the difference? If you need to switch, you can click the change option.

3. Next, add your first Registration/Ticket. You need to enter a name (VIP, General Admission, etc.), and the quantity available (if unlimited, leave blank). Finally set the price to $0 to make it a free event.

4. To hide the $0.00 pricing from the order page, open the Advanced Settings by clicking on the gear icon. From here toggle Hide Pricing if $0.00 to YES. You can also set Availability, and Restrictions on People such as Gender; Age; Max Purchase Per Order; Location and Access Code Required.

5. To add more registrations or tickets click on the ADD ANOTHER REGISTRATION/TICKET button at the bottom.

6. Click SAVE at the top or bottom to save your changes.

The best thing about creating an event on Events.com is that you don’t even need to have all the details to get started!  After you create an event, it will automatically be saved as a draft and you can continue editing it.

Note: The event will remain a draft until you click GO LIVE.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. If you need to edit a step you have already filled out, click the “change” link at the top right of the step module.
*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name as well.

3. When you are ready, click GET STARTED! and voilà!

At Events.com, we are constantly thinking of ways to make your event management tasks easier and more efficient. With our Copy Event feature, you will be able to easily copy the format and set up from a LIVE or recently completed event. This will save you time when setting up new events with similar information.

When should I use this feature?

This function is especially beneficial for organizations offering the same event in multiple locations. For example, an event series or an event that happens annually.  Once you create the original event and are happy with its performance, you can copy that as many times as you’d like without having to recreate the entire event.

1. To get started, Log In and wait for your event card to load. If the event you intend to copy, doesn’t readily appear, select the tab that best applies (All, Live, Draft, Completed) and find the event you want to copy.

2. Click on the Copy Event icon located in the top right corner of the event card.

3. Once you copy an event

• Name your event. By default the name will show as “Copy of (event name)” you can edit this on the spot or after the fact through the Edit tab on the right hand side of the screen.
• Set your date and time. Dates & times will be calculated for you, based on last year’s past dates/times, but you can always change this at any time.
• Choose Organization. If you are an event organizer working on multiple organizations, you can chose to copy an event from one organization and adopt the setup and flow for the other organization. How cool is that?!?

What is copied from original event?

The Copy an Event option will copy the following fields, settings and info (when applicable):

• Registration/Tickets (including all advanced settings, inventory, pricing, restrictions, etc.)
• Form questions
• Waivers
• Languages
• Tax Settings
• Analytics tracking code
• Banner image
• Location
• Is event searchable on Events.com toggle
• Event description
• Event website URL
• Instagram URL
• Facebook URL
• Twitter URL
• Purchases (Attendee items and Other Stuff)
• Team settings
• User admin permissions (Owners will have full access to new events. Other roles will need to have the event added to them). User invitations are not resent.

*If an event is copied from a different organization, then the event copy will be associated to the new organization granting access to their users.

What is not copied from original event? 

The following fields CANNOT be copied:

• Promo Codes (global and event specific)
• Receive funds/payment account (The account information is copied, but the account needs to be selected to use)
• Giving settings
• Confirmation messages
• Post-registration settings (for Event Goers)
• Start and End dates for Registrations/Tickets. You will need to manually change these within the Registration/Ticket section. Click the Settings (gear) icon to show this information within the Reg/Ticket page.

*If an event is copied from a different organization, the payment information is not copied over.

Pro Tip: Please keep in mind that copying an event does not automatically make the new event LIVE and ready for registrations. You will still need to confirm that the event details are all correct and manually take it LIVE.

Events.com makes it easy to link your event page to your website (or any website you want), as well as your Instagram, Facebook, and Twitter feeds.  We don’t have to tell you how important social media can be when you’re trying to encourage the masses to share and promote your event. You can add Facebook, Twitter and Instagram when you Create an Event, or follow the steps below if you are already working on a draft.

1. Log In to your Events.com account and navigate to your event.

2. While in your event, click on EDIT in the upper right navigation.

3. Scroll to the SOCIAL section.

4. Enter your Facebook page name – pagename (the URL will display after clicking Save).

Note: Facebook does not allow “Event” pages to be shared, so please make sure this is your Facebook “Page”.

5. Enter your Twitter handle.

6. For Instagram integration, you will need to authorize that your images can be published publicly. To do this, you’ll need to log in to your Instagram account first. But no worries, it’s very simple and just a couple of extra steps. See below.

• Click on Log in to Instagram

• Login to Instagram and Authorize Events.com to access your photos and post them on a public site.

• Once you click Authorize, you will be taken back to your page to continue working on your event. That’s it!

7. Be sure to click SAVE when you’re done to capture all your hard work!

Adding a video to your event page is quick and easy! There are two places you can add a video that will show under the description on your event page.

Add a video while creating an event
1. Click the Create an Event button in the top right of your navigation

2. On the Create an Event page, in Step 2 Details, you’ll see an Add Video button.

3. After clicking this you’ll see a text box where you can add your video URL. The video must be hosted on YouTube or Vimeo.

4. If you want to add more videos click the Add Another Video button

5. Finish the rest of the steps, and click GET STARTED!

Add a video after you’ve created your event
1. While in your event, click on EDIT in the upper right, then go to the DETAILS section

2. Follow steps 2-4 above.

3. Press SAVE 

At Events.com we understand how important data is in the decision making process of any business. This is no different in the event management space. Real time visibility of your event’s data and performance is key to be able to put on and manage a successful event. With our Dashboards tool, you can get a real time snapshot of your event’s performance with a focus on KPIs (Key Performance Indicators).  All of these tools are accessible on the go from a smartphone or tablet.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data.

3. Within your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview Summary here). In the blue navigation tool bar, click Event Summary.

Your Event Summary dashboard has four parts:

Overview

• Total Registrations: The total number of registrations/tickets your event has sold minus the total number of registrations/tickets cancelled.
• Total Unfulfilled Registrations (If applicable): The total number of corporate registrations/tickets that have not been fulfilled.
• Cancellations: Number of cancelled registration (or tickets).
• Tax Net Revenue (If applicable): This is the total sum of revenue earned for taxes associated to both registration/ticket type and Purchases.
• Gross Revenue: The full amount of all sales generated by the event.
• Total Discounts: This is the total sum of revenue that was used to reduce an order with a promotion for promos and multi-quantity discounts.
  Total Refunds/Transfers: This is the sum of revenue that was refunded for all registration/tickets, inventory changes and purchases
• Net Revenue: This is the total revenue you’ve earned for Registration/Tickets and purchases (does not include tax).
• Summary Circles: These will depend on what you’re selling in your event. These summaries may include Registration/Ticket Revenue; Purchases; Transfer Fees and/ or Teams Registered (unique teams, rather than the below individual sales). *All revenues displayed are Net Revenue.

Revenue Over Time

In this section, you can view how your event is performing by Revenue generated, or Tickets sold, and you can view a live total by the Day, Month or Year

Registration Summary

For each Registration/Ticket you’re able to see specific data relating to their sales – Revenue; Active; Unfulfilled (Corporate Groups); Remaining; Discounts; Refunds; Cancelled.
Keep in mind, the Active column displays the amount of registrations/ tickets that have been sold (including any fulfilled Corporate Group spots *if applicable). Unfulfilled only applies to prepaid Corporate Group spots that haven’t been completed. These are reflected in the Remaining inventory. If Corporate Groups are not being offered, this column will not be displayed.

Top Promo Codes

The last section of the Event Summary tab displays your Top Promo Codes, where you can view a snapshot of the following data for each Promo Code in real time: INVENTORY allotted, how many have been PURCHASED and how many are REMAINING. Click View All Promo Codes to see more.

Pro Tips: Transactions processed within the past 10 minutes may not be included in the dashboards. If you want more detailed info about your purchases you can find it in your Purchase Summary.

The Purchase Summary dashboard lets you keep a close eye on your sales and inventory, as well as gives you access to specific Purchase reports.
Easily accessible on mobile devices you can quickly get the information that you want, and only the information that you want, anywhere, anytime.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data.

3. While in your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview summary here). From the blue navigation tool bar, click Purchase Summary.

5. By default, all items sold will be displayed. You can customize your report by specifying which items you want to look at over a variable time span.

At a glance, your dashboard will display:

• Purchases Net Revenue: This is the total revenue collected for all purchases sold (Other Stuff and Required) minus fees, discounts and refunds.
• Other Stuff Purchases Net Revenue: This is the total revenue paid for “Other Stuff” purchases sold minus fees, discounts and refunds.
• Attendee Item Purchases Net Revenue: This is the total revenue paid for “Attendee Items” sold minus fees, discounts and refunds.
• Tax Net Revenue (If applicable): This is the sum of revenue earned for taxes paid on purchases minus refunded taxes for purchases.
• Refunds/Transfers: Total revenue that was refunded for purchases (including transfers).
• Cancelled Purchases: This is the total count of purchase items that were cancelled.
• Purchase Options: (Itemized chart of each merchandise option.) This will include a count of each item and display net revenue, net tax, discounts, inventory limit, inventory sold, and inventory remaining.

Pro Tips: You can limit the report to certain items by using the Purchase Options Drop-down menu. Clicking Download will create a report in excel that will include full attendee as well as item information. Transactions processed within the past 10 minutes may not be included in the dashboards.

As an organization putting on multiple events a year, or the same event year over year, you need a way to view all of your events’ data and performances. Your Organization Dashboard allows you to get a real-time snapshot of this data with a few simple clicks. 

Currently the Organization level dashboards will show you:

• Registration/Tickets Sold: An overall count of registrations/tickets sold minus all registrations/tickets canceled across all events.
• Net Revenue by Currency: The net revenue across all registration/tickets, purchases and user-defined taxes, minus refunds, discounts and fees per currency across all events.

• Live, Draft, or Completed: You can change the view to see all events that are live, in drafts, or completed.

• Filter: With any of the options in this article, the filter can be added to further narrow your search of information.

• List View: This will show you the information placed out in a list format similar to how an excel spreadsheet would appear. You can view the active registrations, net revenue, discounts, refunds, taxes, and currency. This is all arranged by the events within your live, draft, or completed folders.

• Graph View: Selecting the graph view will allow you to see specific events registrations and revenue compared to other events, this can be chosen by clicking the Graph button.

Note: Transactions processed within the past 10 minutes may not be included in the dashboards.

With Events.com you can easily download your event data in several different report formats. However, we understand the need for a customized report. Maybe all you want is to get an idea for t-shirt orders you should place, or maybe you need to export only addresses, who knows. The good news is that with Events.com you can get as specific as you need to get!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data and select Data on the event card.

3. While in your event, go to DATA in your left side navigation

4. Click on the Downloads tab and select New Custom Report from the Select Download drop-down.

5. From here, scroll to the CREATE NEW CUSTOM REPORT section and select the data fields that apply . Check as many or as few boxes as you need.

6. Once you are done, simply click DOWNLOAD REPORT.

Pro Tips: If you want to save this report for future use, give it a name in the REPORT NAME field. If you need to update the report, follow the steps as if it was new and then give it the same name.

When you’ve set up Direct Deposit with Events.com, we provide you with two different payment reports: Payment Details and Payment Summary. Payment Details will give you individual transactions that make up your deposit. The Payment Summary will summarize the information based by product (products are purchases, and registration / ticket types). Find out how to access these reports below!

1. Log In to your Events.com account.

2. As an organizer, your first screen will be your Org Summary. To the right of the Org Summary in the blue navigation bar, you will find your account’s Payment Details and Payment Summary.

3. Going into Payment Details will allow you to view where your funds are obtained from in your events. You will need to select a date in which you received a remittance to see where the funds were gathered from.

4. Going into the Payment Summary, it will allow you to view your past payouts, and your Current Remittance Amount. Clicking SHOW HISTORY will display the past payouts. You can use the dropdowns to view specific reports by dates.

5. Once you have specified all necessary fields, you can click START DOWNLOAD. The report will download and be added into your Previous Reports list for you to open and view.

Pro Tips: All of your events under the same organization using the same account will be a part of the same deposit. By choosing Custom in the date range you will be given two date fields to indicate a start and end, allowing you to download all of your remittances in one report.

We understand that not everyone at your organization uses the same statistics from the data dashboards. Finance is probably looking at something different from what marketing is searching for. This is why we created the Overview dashboard. This is a way to customize what you want to see at a quick glance when you go to your event’s dashboards.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event for which you want to customize. You can click the Data icon, or if you’re already in your event.

3. Click Data in the left navigation

4. You will see on your Overview page a description of how to save different dashboards to this page. This is where your preferred reports will be accessible to you after you’ve selected them to be added.

5. You can also use the Filter By tool to see your data pages according to remittance cycles and custom date ranges.

6. Go to any of your other dashboards and you will notice a star in the top right corner of each section. By clicking this star, it saves that dashboard to your Overview page. Items will be saved in the order you click the stars. If you deselect a star, it disappears from the Overview page.

If you’re looking for a snapshot of your sales made during your most recent payout, you can filter your event data summaries by your remittance dates with these easy steps!

1. Log In to your Events.com account.

2. Go to Events in the organizer navigation and choose an event (on the event card you can also choose the shortcut Data button to get to the Data page).

3. If you are already in your event, in the left side navigation, click Data.

4. In the Filter by: section of each page (Event Summary, Purchase Summary, and Demographics) choose Remittance Dates in the Date dropdown and APPLY FILTERS.

5. All of your data will reflect the remittance dates you choose on the current dashboard.

We understand having analytics for your event is extremely important! We offer three ways to help you track your traffic. Follow the steps below to get set up!

1. Log In to your Events.com account and select the event for which you wish to add analytics.

2. In the left hand navigation, click on DATA. Then in the blue navigation bar select Analytics.

Note: You can use all of the analytics sections or just one! If you need to create an ID for one of these tracking tools, there are links at the end of the article to show you how to.

3. In the Google Analytics section, enter in the Tracking ID.

4. Next, in the Facebook Pixel section enter in the FB Pixel ID.

5. Lastly, in the Google Tag Manager section enter in the Container ID.

Note: If you need to set up your Analytics, click here. To set up your Facebook Pixel, click here. Finally to set up Google Tag Manager, click here.

No longer need that custom report? Let’s get rid of that report right now in just a few easy clicks!

1. Log In to your Events.com account.

2. Select the event for which you want to delete the custom report. Then select DATA from the left hand menu.

3. Select Downloads from the tool bar.

4. In the drop down menu for Select Download, scroll down to Saved Custom Report.

5. Select the drop down icon next to the name of your custom report. Click the trash icon to delete the report.

Pro Tip: Custom reports are the perfect way to collect information for those important columns you want to look at. You can create as many reports as you need for your event(s)!

The Event Assistant App gives you the ability to check your attendees in quickly, helping to alleviate long lines and simplify your check-in process.

The app also helps you keep track of when an attendee picks up any items associated to their order (such as T-shirts, hats, etc.), so can you see who has (and hasn’t) received their items.

1. Make sure the Attendee Details toggle is set to ON (in Event Set-Up under Check-In Settings)

2. When you get to the Attendee Details page in the check-in flow, you’ll see checkboxes next to the attendee’s items. (Don’t worry, if your attendees are supposed to pick up their items from another person/location, see Step 3.)

3. If your attendee picks up their items in a different area from where they are being checked in, simply search for their name and click the ‘i’ button next to it. This will bring up their Attendee Details again.

4. Check the boxes when you give your attendee their items.

Note: If using wifi, this information will sync up across all your devices, keeping check-in staff on the same page.

We understand that many events do not have reliable wifi or cellular connection. Therefore, the Event Assistant App will work in both online and offline mode.

To set your Online or Offline Mode:
1. Log in to the Event Assistant App
2. Choose an event
3. Click the menu icon to open up your navigation. Go to EVENT SET-UP
4. Click Offline Check-In
5. Toggle Offline Check-In to YES or NO
     

Below are some important considerations when deciding which mode will work best for your event:

Online Check-In: 

• Each completed check-in will be synced to Events.com and other devices immediately.
• Check-ins completed on other devices, new registrations, cancelled registrations, and information updates will be reflected automatically on your device.
• Minimal amount of attendee information is downloaded to the device to minimize memory usage.

Offline Check-In:

• Attendee information must be downloaded on the device before leaving an area with network connection.
• The device will not reflect check-ins completed on other devices.
• The device will not reflect new registrations, cancelled registrations, and information updates since attendees were downloaded.
• All attendee data will be downloaded on the device and will use significant device memory (amount depends on number of attendees and attendee information collected).
• Check-in data must be manually uploaded to Events.com.

NOTE: it is not recommended to use selfies when in offline mode.  This will drastically increase the time to download the attendee information on to the devices and to sync data back to Events.com.

Below are a few scenarios that you may experience and our suggested check-in mode:

Strong network connection

• We suggest online mode since data is synced automatically to other devices and Events.com. 

Spotty or weak network connection

• We suggest online mode since data will sync automatically when there is a connection.
• If there is slowness with the app when in an area with spotty connection, try offline mode to see if there is an improvement.

No network connection

• Offline mode is required when there is no network connection.
• You must download the attendee information while in a connected area.

*Remember, in order to use a cellular network, you must have a 4G plan with high data to support the app.

 

We understand the importance of keeping lines moving and your event goers happy on event day.  We suggest that you do the following to make the best of our Event Assistant App.

1. Make sure you have access to enough Android devices that run on Jelly Bean (4.3) version with a back camera.

2. If possible, download the app, log in to your Events.com account on the app, and set-up the event for check-in before event day.

3. Encourage attendees to bring their PDF ticket attached to their confirmation email for faster check-in using QR code scanner.

4. Use the search functionality if the attendee does not have a QR code.  You can search by name or team name.

5. In order to use a cellular network, you must have a 4G plan with high data to support the app.

6. Keeping the app connected to the network gives you the most flexibility. Have a wifi hotspot available in case your wifi connection is not reliable.

7. If you are using a hotspot and the connection is slow, try removing devices or adding another hotspot.

8. If you will not have reliable network connection, use Offline Mode You will need to download the attendee list in a connected area and upload check-in data when you return to a network connection.

The Event Assistant App will work on any Android devices that runs on the Jelly Bean (4.3) version or higher with a rear facing camera. If you want to use the rear facing camera to scan barcodes, the device will need auto-focus. Auto-focus is not a requirement for scanning QR codes, but is recommended to ensure scanability in most scenarios.

If you are in the market to purchase devices for event day, we suggest the following low-cost devices:

• Nexus 7 by Asus 2013/2nd Gen (Autofocus)
• Samsung Tab 4 (7in) (No Autofocus)
• Lenovo A3000 7in or 8in (Autofocus)

You can download the app HERE.

PRO TIP: When printing QR codes for the bib/attendee ID scanning, the recommended minimum size is 1.2 x 1.2 inches.

There are two ways to access your event on the Event Assistant App.

1. Grant access to your organization for each device owner. This will work if your volunteers or staff will all have devices that support the app.

• ​You can learn how to grant accounts access to your organization HERE.

2. Create a unique account for each device.  This works best if you have dedicated devices to use on event day.

• It is recommended that valid emails be used to create accounts so that the accounts can be managed.

Pro Tip: You can add an unlimited number of secondary emails to a Gmail account by using “+”.  For example, tester@gmail.com, tester+1@gmail.com, and tester+2@gmail.com can be used to create 3 separate events.com accounts, with emails sent to all accounts will be delivered to the primary account (tester@gmail.com).

At Events.com, we understand that not all events are the same and the tools you may need to manage event day operations may vary from event to event. Because of this, we let you customize the check-in flow in our Event Assistant App.

1. Log In to the Event Assistant App

2. Choose an event that you would like to set up settings for.

3. Click the menu icon in the upper right corner, and then select EVENT SET-UP.

4. The check-in flow can be customized by turning each of the five settings ON or OFF.  By default, all check-in settings are OFF.  We suggest keeping this setting if you don’t need to collect any information from attendees or view attendee information, as this will be the fastest way to complete a check-in.

• Attendee Details: This setting will display the attendee information that was collected when they signed up for your event.  If they answered any questions, joined a team, or bought additional purchases, the information will be found here.
  

• Attendee ID Number: Need to associate a unique number to your attendee during check-in?  Enable this setting to enter in a bib or other unique number.
  

• Attendee Selfie: Want to capture an image for each of your attendees?  Enable this setting so that a photo is attached to the attendee information.
  

• Waiver E-Signature: If your event has waivers, you can enable this setting to have your attendees review the waivers and provide an e-signature indicating their agreement.
  

• Offline Check-In: Learn more about offline check-in HERE

In order to ensure the process your staff and volunteers use while checking in your attendees is the best fit for your event, simply follow the steps below to configure the flow:

1. Access the Events.com app on your device and log in using an account that has access to your organization (any role but Timer or Accountant).
2. From the Hosting view, select the desired event.  You will be brought to the Event Set-up screen.
3. Toggle ON any of the steps you’ll need.
4. Tap DOWNLOAD at the bottom of the screen.
5. That’s it! You will be brought to the attendee list and be ready to check people into your event.

The app will auto-sync with Events.com and other devices in real-time. Any information that you collect during check-in is available on the app and via the Check-In Report on Events.com Event Management Platform.

Below are some steps your staff/volunteers will need to follow to check-in attendees using the Event Assistant App:

1. Set up the event using these steps.

2. From the Hosting view, select the event you want to work on by tapping on it

3. You will see the Attendee List for this event.

4. Attendees can be found using one of four ways:

• Scroll through the list
  
  
• Type in an attendee’s name or team name in the search box at the top of the screen
  
  
• Tap on the microphone icon to trigger the voice search and say the attendee’s name or team name
  
  
• Open up the QR scanner via the icon at the top of the screen to scan a QR code
  .
  

5. Once the attendee has been found, swipe right 

6.  If all event check-in settings are turned OFF, the check-in is complete.  Hooray!

7. If any event check-in settings are turned ON, go through the check-in flow to complete the process.

8. If applicable, you will see a confirmation page that summarizes the information collected from the attendee. You can choose to send a copy of the confirmation to the attendee.

We understand that accidents can happen. Perhaps you checked in the wrong attendee, or you were testing out the app to see how it worked.  Either way, you can easily undo a check-in by swiping left on the attendee’s row and confirming that you want to check out the participant.

Please perform this function carefully as checking out an attendee will delete all the check-in data that was collected for the person.
 

Each event is different, so we wanted the Event Assistant App to support a way to see attendee information at-a-glance.  If you need to look up attendee information on the run or hand out add-on purchases after check-in, there is no need to begin the check-in process for the attendee again.

Simply tap on the information button for the attendee when viewing the attendee list to view their information.  If they are already checked in, you will see any additional information that was collected, if any, such as bib number, selfie, or waiver signature.

Once you have completed check-ins while in offline mode, follow these steps to sync the check-in data to Events.com.

1. Return to an area with wifi or cellular connection.

2. Open the event.

3. Go to the Event Set-up screen.

4. Tap on Offline Check-in.

5. Turn Offline Check-in to NO.
 

The sync will happen automatically. Once complete, the data will be reflected in your reports in Events.com and on other devices using the Event Assistant App.

You can view check-in data via two separate reports in Events.com. If you had attendees take selfies or sign waivers, the URL to each image will be provided. Simply log into an account with access to the event, and follow the steps below.

1. Log In to Events.com

2. As an organizer your first screen will be your Org Summary. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your check-in data.

3. Select DATA on your event card. Or if you are already in your event click on DATA in the left side event navigation menu

4. Select the Downloads tab

5. In the Select Download dropdown, choose one of these two reports and then click START DOWNLOAD

• The Registration Report will include check-in data along with other registration information.
• The Check-In Report will include only check-in details.

In order to get new events or update event information on the app, you will need to do a manual pull-to-refresh on the Event Hosting Screen.

1. Go to the Event Hosting Screen.

2. Place your finger in the middle at the top of the list and pull down while keeping your finger on the screen.

3. It may take up to 30 seconds to refresh your list, depending on how many events you have.

You can log out of Event Assistant from the My Settings screen.

1. If you are on the Event Hosting Screen, tap on the gear icon. Scroll to the bottom and tap Log out.

 

2. If you are on the Attendee List,  Event Set-Up, or Data screen tap on the menu icon in the top left and open the My Settings screen. Scroll to the bottom and tap Log out.

. .

With the Event Assistant App you can create a better experience for your attendees as well as a more efficient check-in flow for you event. You can also gather meaningful data about your check-in process, data that will allow you to learn and grow over time based on your attendees’ behavior.

The Check-Ins Over Time feature, located on the Stats section of the app, tracks the pace of check-ins for your event over a given time period. This will allow you to see, at a glance, when most people arrive onsite and when demand is heaviest. This allows you to better manage volunteers, resources and your time.

When connected to Wifi you can view these stats in realtime. When using offline mode – you can view the results once your check-ins are synched after the event. For more about connectivity and using the app, please click here

1. Go to Stats in your left side navigation

.  

2. Scroll to Check-Ins Over Time and use the filter arrow to select check-in data for yesterday, today, or any custom date

3. Once your date is selected, you can then view a graph representing the number of check-ins processed over a given time period.  Scroll from left to right to view the relative volume of check-ins as it changes over time, as well as the absolute number.

This information will permit you to be proactive in providing a smooth and worry-free experience for your attendees.

If you are planning an event that takes place on multiple days, and need the registrations/tickets to be available for check-in throughout the duration of the the event, follow these steps during set-up:

1. Log In to your Events.com account

2. Click on the event for which you wish to make registrations/tickets apply to multiple days

3. Click on EVENT DETAILS, then select Registrations / Tickets

4. Next, click on the Settings (gear) icon within the registration/ticket type, and scroll down until you see the option box under Check-in Availability, and click on This ticket will be available to use on multiple days/times (or registration depending on your event).

5. Enter the specific dates of which you wish to allow for check-in, and make sure to click the orange SAVE button at the top or bottom of the page.

Pro Tip: On each new day, any attendees for this Registration/Ticket type will appear like brand new people ready to be checked in. The Events.com report will record the specifics for when they checked in on which day for you. A pop up on the app will tell you if you’re trying to check in someone outside of their check-in.

With Events.com you have full control over the creation and management of your event’s promo codes. You can allow your participants to use promo codes on their Registrations/Tickets AND also on their Attendee Items/Other Stuff.

1. Log In to your Events.com account. 

2. Click on PROMOTIONS and select Promo Codes on the left side of your screen.

3. Enter your promo code information.

• PROMO CODE – Name your promo code. The name you enter here will be used in your reports.
• DISCOUNT – Choose between a flat amount ($) or a percent (%) off of the purchase price.
• ​​USAGE LIMIT – This will restrict how many times the code can be used.  Leave the field blank for Unlimited usage.
• APPLICABLE TO – From the dropdown menu, you can select which Registrations/Tickets or Purchases (Attendee Items or Other Stuff) the discount applies to.

4. To choose the dates this code is available for, click on the Settings (gear) icon. It is optional for you to select a start and end date for when this discount code will be available.

5. There is also a spot to leave an optional note. This could come in handy if there were special circumstances leading to its creation.

6. Click SAVE at the top or bottom of the page before navigating to a new page. Your code will be ready to use right away (unless you set it for a future date)!

Pro Tip: Only one promo code can be used per order. If you want someone to have a code for a registration/ ticket AND an Attendee Item, set it to 2 usages. 

With Events.com, you can export a .CSV file that lists all the promo codes for your event as well as how many times each has been used. Find out how to download the file in these easy steps!

1. Log In to your Events.com account.

2. Click on PROMOTIONS and select PROMO CODES on the left side of your screen.

3. To download the .CSV file, click on the EXPORT button.

4. All data for your promo codes will open in an excel spreadsheet.

Events.com’s invitation tool is a great way to invite attendees on a more personal level. The system allows you to create invitations embedded with a unique link (different from your public event link). This is great for inviting VIPs, sponsors, staff members, and more. *If this feature is not available in your account please contact us at help@events.com

There are several parameters you can customize per invitation. For example, if you want to add a special discount for those invited, or if you want to ensure that only those whose first name and last name appears on the invitation, can redeem it.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event you would like to set up special invitations for.

3. Go to PROMOTIONS in the left navigation, and then select Invitations.

4. Name your invitation (for reference purposes). Then, click the Settings (gear) icon to open the Advanced Settings. Here you can specify the Valid Dates for this invitation; the registration or ticket type(s) you wish it Applies to; any Discount you’d like to offer to the invitee (a discount is not required); and the Uses Per Invite field allows you to set the amount of registrations that will be available for purchase to the invitee. *Uses Per Invite cannot be edited for a previously sent invitation. You can add the contact list again through Add Invitees to send the same invite (with the updated uses) or we recommend sending a new invitation.

These invitation details will be included in the email sent to invitees. You can also select if the invitation will be restricted. If you toggle this option to YES, the invitation will pre-populate and lock in the name of the invitee on the registration form from the information used in the upload (step 3).

You may also view how many invitations have been redeemed by clicking  PROMOTIONS / Invitations, and you will see the totals here

5. Add a custom message to the invitation. Feel free to add images, hyperlinks, etc. Make it personal!

6. We provide you with a template you can download in two different formats, so adding your invitees is easier on you. After saving your completed template, click BROWSE to find your file, and then UPLOAD. The spot will update, to display a confirmation message that the upload was a success.

7. SEND the invitation!

If the need arises, and you want to send this invitation to a new group of people at a later time, check out this helpful article – How do I add new invitees to an existing invitation?

Events.com gives every event the ability to send up to 10,000 emails every 24 hours. Sending invitations with high bounce or spam rates may cause Events.com to revoke email privileges from an organization.  This is because mailings with high bounce or spam rates reduce the likelihood that mailbox providers (e.g., Gmail, Outlook, Yahoo, etc.) will deliver future emails sent by users of Events.com.

It is nearly impossible to ensure 100% inbox delivery of emails. However, the likelihood of inbox delivery increases significantly by following anti-spam laws, guidelines and email best practices. events.com does our part to increase inbox deliverability of your invitations, and we expect that you do your part by following our Email Guidelines.

Events.com expects our users to follow these email guidelines or risk being blacklisted (having email privileges revoked):

• Follow all relevant anti-spam laws. Learn more here
• Use clean, permission-based lists of people that have opted to receive emails from your organization. Note, signing up for a previous event is a valid opt-in method

• Do not send to known invalid email addresses

• Include recipient’s first name if you have it, so that we can personalize the “To:” field of the email

• Don’t send to role accounts such as info@domain.com or help@domain.com

• Send emails to your list semi-regularly so that they remain familiar with your brand

If you leverage the features of an Email Service Provider, such as MailChimp, we recommend that you follow these best practices to maintain a clean list:

• Maintain one list for your organization
• Segment your list to targeted audiences so that you aren’t sending too many emails and recipients will engage with your content
• Regularly clean your list and remove emails that are not delivered due to a hard bounce or invalid email
• Track engagement with your mail, such as open and click rates.  Remove emails that are not engaging with your mail
• Re-confirm your list if it has been more than 6 months since they heard from you
• Cross-reference a list from events.com with your main list to remove invalid and disengaged subscribers

Events.com wants your emails to be delivered.  We do the following to keep the delivery of your invitations high:

• Provide an opt-out for recipients. Users can unsubscribe from emails from your organization sent through events.com.
• Use a relevant subject line for Invitations: “You’re now Invited to “
• Use your organization as the “From Name”, so that your brand is front-and-center
• Personalize the “To” field in the email if you provide a first name for the recipient
• Include our mailing address and privacy policy in the email
• Do not allow the upload of invalid email addresses that do not follow a standard format
• Format the email with relevant content that does not resemble spam

Events.com, like any other email service providers, is required to enforce spam laws. We have some very strict rules that must be adhered to in all countries, but you may find that your country has additional requirements. Please visit the link(s) below to learn about your countries law requirements.

Your invitations and/or emails must comply with the US CAN-SPAM ACT. In addition to the CAN-SPAM rules, you must comply with the anti-spam laws of the country your recipients live in. If you are sending to UK residents and US residents, check the UK spam laws to make sure you are also UK compliant.

International requirements by country

Below you will finds either links to anti-spam legislation in countries outside the US or the name of the country’s anti-spam law.

Canada
Canada’s Anti-Spam Legislation (CASL) amends the Canadian Radio-television and Telecommunications Commission Act, the Competition Act, the Personal Information Protection and Electronic Documents Act and the Telecommunications Act. It is very similar to CAN-SPAM but has some minor differences and covers all electronic messages, not just email. Check out CASL basics.

Australia
Spam Act 2003, Act No. 129 of 2003 as amended.

EU
Article 13 of DIRECTIVE 2002/58/EC OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 12 July 2002 concerning the processing of personal data and the protection of privacy in the electronic communications sector (Directive on privacy and electronic communications).
The EU body that addresses spam is The Contact Network of Spam Enforcement Authorities (CNSA).
The Directive is implemented by each member state independently so you will want to check with your particular country law for more details.

UK
The Privacy and Electronic Communications (EC Directive) Regulations

Austria
Telecommunications Act 2003

Belgium
Commission de la protection de la vie privée, Le spam en Belgique Etat des lieux en juillet 2003, July 4, 2003

China
Measures for Administration of E-Mail Service on Internet (2006)
( Unofficial English Translation)

Cyprus
Section 06 of the Regulation of Electronic Communications and Postal Services Law of 2004 (Law 12 (I) / 2004 deals with unsolicited communications (spam)

Czech Republic
Act No. 480/2004 Coll., on Certain Information Society Services

Estonia
Information Society Service Act

France
Falls under the Commission Nationale de l’Informatique et des Libertés (CNIL) [National Data Processing and Liberties Commission], Electronic Mailing and Data Protection (Oct. 14, 1999) (French) CNIL Guidelines on email marketing.

Germany
Art. 7 German Unfair Competition Law (Gesetz gegen Unlauteren Wettbewerb) (UWG)
Art. 202a, 263, 303a, 303b of the German Criminal Code Art. 6 of the German Law regarding Information Society Services Art. 28 Par. 4 of the German Data Protection Act

Italy
Italy’s anti-spam laws are very strict. You can even be imprisoned for sending spam. If you’re sending to Italian recipients, follow these guidelines as well.
Personal Data Protection Code (legislative decree no. 196/2003)
The Code transposed EC Directive 95/46 on the protection of personal data and EC Directive 2002/58 on privacy in electronic communications; it consolidated all Italian pre-existing laws and regulations in this sector.
DL 196/2003 Personal Data Protection Code • DL 675/1996 on privacy protection states, inter alia, that a company must have authorization from each user whose personal data (such as e-mail) they want to use. • DL 171/1998 (deriving from the European Community directive 97/66/CE) on telecommunications privacy protection: this put outlaws all automatic systems to call a user and says that all the expenses of an advertising must be paid by the company and not the user (faxes and e-mails are instead paid also by the user).
DL 185/1999 (deriving from the European Community directive 97/7/CE) on customer protection with respect to long-distance contracts: this obliges companies to seek the permission of the user for virtual or telephone sales.

Netherlands
Dutch law requires very explicit permission and heavily protects data and privacy.

New Zealand
The Unsolicited Electronic Messages Act 2007. The Department of Internal Affairs provides detailed guidelines on the anti-spam laws.

Sweden
Swedish Marketing Act (Swedish Code of Statutes, SFS 1995:450).
Personal Data Act (Swedish Code of Statutes, SFS 1998:204), in so far as spam activities involve processing of personal data.

Sending invitations via Events.com is a privilege that we provide our event organizers. We must actively protect our mailing reputation so that invites sent from Events.com reliably arrive in recipient’s inboxes, and must restrict access in some cases. There are two reasons why event organizers cannot use the invitation feature:

1. The event is in an organization that does not have a payment account. You can set up a payment account by clicking on PAYMENT INFO on the left-hand navigation within your event. For the steps to set up your own Stripe account click here. To set up an ACH direct deposit here.

2. Your email privileges have been revoked due to sending one or more mailings with high bounce or spam rates. Learn more now

Tip: If you want to take advantage of the invitation functionality in Events.com and currently are not able to do so, please contact our support at help@events.com.

The Refer-A-Friend tool is a great way for your attendees to get the word out about your event. What better way to get all of your attendees to use this feature than to add a financial incentive! You can add incentives for the referrer, the referee, or both!

1. Log In to your Events.com account.

2. Choose the event that you want to edit.

3. Go to Promotions in your left navigation, and then to Refer-A-Friend.

4. You will see the options Email and Social. You can utilize both parts so that people can refer their friends through an email OR share a unique link through Facebook and Twitter.

5. To enable, make sure the YES/NO button on the top right is set to YES

Setting up the Refer By Email tool.

1. Enter the number of friends a referrer must have in order to get a discount, as well as the discount amount (percent or dollar) that will apply to their highest priced registration.

2. Enter the number of friends that will get a discount when they register, and specify the amount of that discount.

3. You will be able to Preview what your attendees will see as they register to your event. The Refresh button will show you the latest changes you made in step 1 and step 2.

4. Click Save

Setting up the Refer With Unique Link tool.

1. As with email, you can choose the number of friends that will receive a discount, and specify that discount. Due to social media policies it is not possible to offer the current purchaser a discount.

2. You can preview what your attendee will see in their registration, and the social media icons that allows them to post on Facebook and Twitter. Your attendees will need to allow pop-ups to post to Facebook.

3. Click SAVE

Pro Tip: Refer-A-Friend can also be effective without adding a discount. You can have it available for your attendees to share with their friends with or without a discount at any time.

Facebook events are a great way to boost ticket sales, visibility, and sharing! Follow the steps below to easily link your event to Facebook!

1. Log In to Facebook and go to your event’s Business Facebook page.

Note: Don’t have a Facebook page set up for your business yet? Here is a quick how-to article 

2. On your business page, click the Create Event button above your feed.

3. Fill out the basic information about your event (name, date, time, etc). In Admission, click the + beside the Ticket URL field, and add your Events.com Event URL.

4. Publish your event, and you’re all set! Users can now find your event on Facebook and purchase tickets via the link to your Events.com event page.

With Events.com you have full control over the creation and management of your event’s discounting for multiple purchases. You can set up a promotion for your participants based on their Registration/Ticket type and the quantity they are purchasing with the Multi-Quantity feature.

1. Log In to your Events.com account.

2. While in your event, click on PROMOTIONS and select Multi-Quantity on the left side of your screen.

3. Enter your Multi-Quantity information.

• DISCOUNT – Choose between a flat amount ($) or a percent (%) off of the purchase price.

• REGISTRATIONS – From the dropdown menu, you can select which tickets/registrations the discount applies to.

• ​​DATE & TIME AVAILABLE – From the dropdown menu, you can select the time frame this quantity discount will be valid.

• BUY – Set the amount of tickets that are required to obtain the discounting. (Ex: 4 or More). The discount that applies off of each eligible item displays in the next box. And in the final box, select the maximum number of items to be discounted.

4. Click SAVE at the top or bottom of the page before navigating to a new page. Based on the date you added, the promotion is ready for your attendees!

We’ve synced with MailChimp so you can keep your contact list up to date! If you haven’t synced yet please check out – How do I contact my attendees?

If you have synced and are ready to send an email, this is for you! MailChimp does have a full glorious help center of their own but we’ve found the following steps have helped our organizers get a quick introduction to sending off their first message.

1. Log In to your MailChimp account.

2. Click Campaigns in the upper left –  then in the upper right.

3. Click Email, enter a Campaign Name (this is for you) and click BEGIN.

 

4. Follow these 4 areas to set the Campaign Info. Of the four sections, select Design Email which we’ll dig deeper into in the next step. After clicking that you will select a layout template, we recommend choosing Basic.

5. Designing your Basic template. It starts you with some building blocks. If there’s anything you don’t want, hover your mouse on it and click the trash can.

If you want to add a logo, click the block and the Content window will open on the right, you can click Replace – Upload (select your image). It will import for you. If you are finished you can click Save & Close at the bottom. This will refresh to the Content Menu on the right side.

To insert an image block, you can click on the Image icon and drag it to the main display.

To edit the text box, click on it and it’ll open the content on the right side with the formatting tools.

The next building block is the social media links, when clicking this it’ll open them to be updated on the right. 

You can remove any icon or add another icon in Content on the right. If you want to remove the whole block, hover on the box on the left side and click the trash can. If you’re adding any click Add Another Service, enter in your pages and click Save & Close to finish.

The part at the very bottom will populate with the info you added to your account. This will display in a test if you want to view it before sending.

When you’ve finished your campaign, click the blue Save & Close on the lower far right.

6. You can now send yourself a Test Email to view before sending to your attendees.

7. When you’re ready, you have two options for sending. You can send right now, by clicking Send in the upper right, or click Schedule if you’d like to set a time/ date. Finish later will take you back to the main page.

Pro Tip: You can repeat these steps for each campaign to give your valued attendees the information they need, every time! Other related articles:
How do I manage my MailChimp account after I sync my lists on Events.com?

Events.com understands that there are many points in the event cycle where an organizer might like to contact their attendees, such as promotion of new products, up-selling, relaying or reminding of important information. We have integrated with MailChimp, a popular email marketing service, to help make this happen. You can sync your MailChimp account to your event, so your attendees can be added to your contact list automatically.

To start syncing…

1. Log In to Events.com

2. Click on EMAIL tab in the top Organizer navigation 

3. Log in to your MailChimp account (you will be prompted to create an account if you are a new user).

4. Find your listed event and select desired MailChimp Lists from the dropdown. If you would like to create a new list, click CREATE NEW LIST and name your new list.

5. To ensure your list is up to date, click SYNC. The date of the last sync will display in the status column. The lists will automatically sync every 24 hours.

6. After the syncing is complete, you can log into MailChimp and begin using your list right away!

If you’d like any tips on creating a MailChimp Campaign, please check out our helpful article – How do I send an email in MailChimp?

Note: Due to anti-spam laws, a street address may be required in order to sync. This can be added in your organization Settings (top Organizer navigation).

At Events.com we understand that the world of events moves quickly. Sometimes, after an invitation has been sent out, you might realize that there are more people that you want to reach. Instead of starting again, we’ve made it easy for you to send the existing invitation to these new people. You can make this happen by following these steps:

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization’s dashboard. You can select between your LIVE, DRAFT and COMPLETED events. For this task, select LIVE, and click on the event that includes the invitation(s) you’d like to edit.

3. Go to PROMOTIONS in the left navigation, then select Invitations, and find the name of the specific invitation you’d like to add to. Click Manage, then click view/edit.

4. Scroll down until you see the Add Invitees section. You can Download the template from here if needed. Prepare your new list with First Name, Last Name and Email and save. Click BROWSE, and upload your file of the additional attendees you wish to include in your invitation.

5. Once you’ve uploaded your new attendee list, the system will prompt you with the Success! alert, telling you the total amount of invitees that have been added.

6. Now you’re all set to SEND the invitation! (Don’t worry, those who have already received an invitation will not receive another one from this process)

If you haven’t sent an invitation yet, check out our helpful article – How do I use invitations?

Sometimes after sending an invitation to a list of contacts, you may notice that there are still a number of invitees who have yet to redeem their voucher(s). Events.com makes it very easy to resend invitations. Here’s how:

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event you would like to resend invitations for.

3. Go to PROMOTIONS in the left navigation, and then select Invitations.

4. Find the invitation by its name, and click Manage, then click View/Edit

5. Scroll down to the third section, where you will see your Current Invitees. From here, you can now click RESEND ALL ‘NOT REDEEMED’, which will resend your invite to remind your contacts to register for your event.

Since we want to make sure you never do this by mistake, the system will always prompt you with the following confirmation alert:

6. Once you are all set, you can click YES, SEND!

Pro Tip: If you wish to add invitees to the invitation at the same time, do the RESEND and then Add Invitees to ensure the new people are only getting it once. For the steps on adding new invitees check out this helpful article – How do I add new invitees to an existing invitation?

As an event organizer, sometimes you want to make reference to why a certain promo code was generated for your guests. We at Events.com make it easy! Follow these steps, and you will be able to add notes to any and every event level promo code moving forward.

1. Log In to your Events.com account.

2. As an organizer, your first screen will be your organization data. Select between your LIVE, DRAFT and COMPLETED events, and find the event for which you want to add notes to promo codes.

3. Click on PROMOTIONS in the left column, and click Promo Codes. Then, click the Settings (gear) icon, and you will see the Notes section below. Click into the box and start typing up to 600 characters.

4. When you’re finished press SAVE! Your note will be viewable in the settings for any future needs.

As an event organizer, you can set your order and processing fees to be absorbed by your organization or pass them on to your attendees. Your Events.com EverySale fees settings are separate from your online registration/ ticketing fees settings. You get to choose what works best in both situations! Follow the steps below to set your onsite fees!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. Choose the event for which you want to set up the online vs onsite transaction fees.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. Scroll down to the EVENTS.COM EVERYSALE APP section, where you will see the option to Include Events.com fee in price of registration.

Select how you want to manage Events.com onsite order and processing fees.

By toggling it to YES your organization will absorb the fees, or toggle it to NO to pass the fees on to the participant. *You will be able to change this back and forth as needed.

5. Press Save and voilà you’re done!

More information below on how fees work:

Please note: If you are set up for direct deposit your processing fee will apply to your order in the same way you’ve selected to apply your Events.com fee. If you’ve selected to pass them on to your attendees, both the Events.com order fee and processing fee will be passed on (added to the order).

If you have set up a Stripe Connect account, your processing fee is automatically absorbed. You still have the option of whether or not you’d like to set the Events.com order fee to be included in your price or not. If you have any questions, please contact our help desk at help@events.com

Events.com EverySale app gives event organizers the tools to easily and securely sell tickets, registrations, merchandise on-site, and more at their events. The mobile app is available for Android devices on Google Play. We suggest using Android tablets, though Android-enabled smartphones work too. Read How do I use the Events.com EverySale™ app? for a step-by-step guide to using the app.

To use the Events.com EverySale app you must first set up an event on Events.com. Your event must: (1) be set to Live, (2) have at least one ticket or registration, and (3) have your payment information set up.

1. Make sure you have at least one event set up on Events.com

2. Your event must be live in order to show up on the app

3. Go to Google Play to download the Events.com EverySale app

4. Log in to the app using your Events.com log in information

You’re ready to go! Please check out other help articles if you have other questions about using the app. We suggest reading How do I use the Events.com EverySale™ app? if you’d like a step-by-step guide to using the app.

If you need assistance with creating an event and going live, please take a look at How do I create an event?

The app can accept payments made by credit card, cash, or check. Secure credit card processing is available in both Box Office and Self-Service modes. To accept cash or checks, the app must be used in Box Office mode.

1. To set up payment types, log in to the Events.com EverySale app

2. Select the event for which you want to set up payments

3. Click the START ON-SITE SALES button

4. Choose either The Event Staff – Box Office Style or My Attendees – Self-Service. Remember, The Event Staff option gives you the choice of Credit Card, Cash, and/or Check, while My Attendees only has Credit Card available

5. After choosing who will be managing checkout, you will be able to choose the form(s) of payment you wish to accept while using the app. Below are the choices for Event Staff. If you set up for your Attendees, the setup will confirm that it is credit card only. Click CONTINUE to finish and start selling!

Yes, the app works with select thermal printers so you can print individual tickets, as well as a single order receipt. If you need help selecting your printer please refer to our article – What kind of hardware equipment do I need to use Events.com EverySale™ app?

If you’re ready to set up your printer, please follow the steps below!

1. Log in to the Events.com EverySale app

2. Select the event for which you want to set up a printer

3. Go to the event settings page

4. Turn Print Tickets or Print Registrations to ON and follow the prompts to select a nearby printer

5. Connect the printer’s power cord into the back of the printer and then to an electrical outlet

6. Connect the printer to the router

7. Plug one end of an ethernet cable to the back of the printer and the other end into any available port on the router (or switch)

8. Turn on the printer and wait for the blue light to stop blinking and appear solid.

Pro Tips: If using more than one printer, we suggest labeling each printer for easier setup

If using your own printer(s), the name of the printer will display when you search for it in the app’s event settings page

If renting a printer from Events.com, the printer’s MAC address will be labeled on the printer, select this when choosing a printer in the app’s event settings page – email help@events.com for more info.

No, the Events.com EverySale app can be set to Self-Service mode so your attendees can purchase their tickets on-site without event staff. Though we recommend having event staff nearby to provide assistance.

1. Log in to the Events.com EverySale app

2. Select the event for which you want to set up on-site sales

3. Click the START ON-SITE SALES button

4. Choose the My Attendees – Self-Service management option

Remember, The Event Staff option gives you the choice of Credit Card, Cash, and/or Check, while My Attendees only allows the Credit Card option. If you need further information on the forms of payment accepted and further details: What forms of payment are accepted with Events.com EverySale™ app at my event?

5. To confirm the Credit/Debit Card payment option, click continue, and your device is now set up for self-service

Make sure you are using the Magtek uDynamo credit card swiper (modenumber 21073092)

If printing tickets, have your printer set up close by. Learn more about printing with the Events.com EverySale app

The app is available in the Google Play store for Android tablets and smartphones running Android version 4.4 or later.

Currently the Events.com EverySale app is only available for Android tablets and smartphones running Android version 4.4 or later. It is available to download in the Google Play store.

We recommend using our approved hardware list to optimize the app’s performance. Events.com offers hardware rental, if you’re interested, contact your Customer Success Manager or email help@events.com.

• Tablet – We recommend the following two Asus tablets:
  • ASUS ZenPad 8.0 (Model #: P00A, Model Name: Z380M)
  • ASUS ZenPad 10 (Model #: P028, Model Name: Z301MF)
    
    
• Credit Card Swiper – Magtek uDynamo (Model #: 21073092)*
  • The credit card swiper requires proper configuration, contact Events.com for more information
    
• WiFi Router – D-Link router (Model #: DIR-605L)
  
  
• Printer & Thermal Paper – Star Micronics Thermal Printer (Model #: TSP100IIILAN)
  • Only if printing tickets and receipts (not required)
  • Use with thermal paper roll
  • We recommend one roll per printer, per day
    
    
• Network Switch – D-Link network switch (Model #: DGS-108)*
  • This is only necessary in cases where 5-10 printers are being used
    

Yes, an internet connection is required in order to use the Events.com EverySale app. We recommend a wired connection. If you are using the sales function and a wired connection is not available, you can connect to a WiFi signal, although WiFi is less secure and may result in inferior performance. However, if you will be printing tickets and/or receipts you must have a wired internet connection or a mobile hotspot with an ethernet port.

You will need an Events.com login with at least one live event set up and ready to transact.

1. Log in to the Events.com EverySale app

2. Select the event you would like to sell tickets for on-site

3. On the event page, click the Settings icon

3. Edit settings if needed, and click SAVE if you’ve made changes. Find out more about events settings

4. Click START ON-SITE SALES when you’re ready to start selling tickets/registrations at your event

5. Choose between The Event Staff – Box Office and My Attendees – Self-Service management options

Note: The Event Staff option gives you the choice of Credit Card, Cash, and/or Check, while My Attendees only has the CC payment style available

If using – The Event Staff (Box Office Mode)

1. Add the name of the user who will be taking payment on this device don’t worry, you can change this later if needed

2. Click the Sell Tickets or Sell Registrations button

3. On Step 1, select the tickets/registrations and quantity the attendee wants to buy

4. On Step 2, enter any attendee information you wish to collect (first name, last name and email are all optional text fields) and add any additional items, or promo codes to the order

5. The Purchase Summary will update automatically as changes are made to the order

6. When finished, click NEXT

7. On Step 3, take payment from the attendee—payment options depend on what has been selected for this event during the setup process

8. For credit card transactions, simply swipe the card using Magtek uDynamo credit card swiper (model number 21073092)

9. For cash transactions, add the amount the attendee gives you, and click NEXT

10. If a balance is due back to the attendee, it will show on this page

11. For check transactions, there is a memo field for any check information you would like to collect, such as check number or other identifying information

12. On the Confirmation page, you will see the order summary and be able to finish the process by clicking the I’M FINISHED button

13. If printing, you have the option to print or re-print on this page

14. If the attendee paid with cash, you can see the change due on this page as well

If using “My Attendees – Self-Service”

Remember, this feature enables attendees to purchase tickets kiosk-style on their own

Note: We recommend having event staff nearby to offer assistance

1. Click the Sell Registrations button

2. On Step 1, choose the desired ticket/registration and quantity

3. On Step 2, enter optional attendee information (first name, last name and email are all optional text fields) and add any additional items, or promo codes to the order

4. The Purchase Summary will update automatically as changes are made to the order

5. When finished, click NEXT

6. On Step 3, swipe the card using Magtek uDynamo credit card swiper (model number 21073092)

7. On the Confirmation page you will see the order summary, and be able to finish the process by clicking the I’M FINISHED button

8. If printing, you have the option to print or re-print on this page

Post-Transaction Options

1. On the START page you will see a MANAGE button

2. If using the The Event Staff – Box Office option to Switch Users , you can change the name of the staff member using the app here

3. You will need a manager log in or pin to do so

4. In the Manage Tickets tab you are able to manage orders after a transaction is complete.You can refund, cancel, and re-print tickets for past orders

5. These actions require a manager login or pin number

6. Exit On-Site Sales.

All finished with your event or want to change any event settings? With a manager login or pin number, you are able to exit on-site sales and return to the setup portion of the app.

Yes, if you’ve set up Attendee Items and/or Other Stuff on Events.com those will appear in the app

1. Once you are in the purchase flow and have chosen the ticket/registration types the attendee would like to buy, click the PURCHASE button

2. On Step 2 of the purchase flow Complete Form, all Other Stuff and Attendee Items you’ve set up for your event will show on the form

3. Simply choose an item, select the + icon to add a quantity and click ADD TO CART

4. Your Purchase Summary will automatically update with the new total

5. Click on NEXT to complete your order

Learn how to set up Attendee Items and Other Stuff on Events.com

Follow these steps to change the event settings in the Events.com EverySale app:

1. Log in to the Events.com EverySale app

2. Select the event you want to update

3. Click the settings icon on the right corner of the page

4. On this page you are able to set:

• Device Name: This will show up in your reports so you can see which device was used for which transactions

• Fees: This is where you can set whether you want to include the Events.com Fee in your ticket/registration price. Note: Changing this on the app will not affect this setting online in Events.com

• Show Other Stuff Items: If you have any Other Stuff items set up on Events.com, turning this ON will make them available to buy on site. Note: Turning this to OFF will hide any Other Stuff items you have set up. All Attendee Items set up will appear within the purchase flow – learn how to set up Other Stuff and Attendee Items on Events.com

• Print Tickets/Registrations & Receipts: If you want to print tickets/registrations and receipts on-site, you can set this to ON. Note: The recommended printer is the Star Micronics Thermal Printer (model number TSP100IIILAN—find out more about printing

• Confirmation Message: This message appears on the confirmation page.

5. This could be a helpful tip for your event staff if using Box Office mode or guidelines for your attendees if using Self-Service mode

If you have selected Credit Card as one of your forms of payment, you will need to make sure you have the credit card swiper attached to your device. If you do not, your device may make a loud noise because it is looking for the swiper. The Events.com EverySale app uses the Magtek uDynamo credit card swiper (model number 21073092).

Follow these steps to cancel an order in the Events.com EverySale app:

1. To cancel an order, click the MANAGE button on the Start Purchase page

2. Go to Manage Tickets or Manage Registrations

3. Find the order you want to cancel in one of the following ways:

• Search for the order/buyer by the buyer name, order number, email, or the last four digits of the credit card used for the transaction
• Scroll through the list of orders/buyers displayed on this page

4. Once you have found the order/buyer, click the buyer name, which will take you to the order page

5. Select the item you want to cancel

6. This requires a manager to log in, so make sure you have login credentials handy

7. Check the ticket/registration or item(s) you wish to cancel

8. Simply check the box, if you want to cancel the order.

9. Click the CANCEL/REFUND button

If you want to cancel other tickets/registrations or items on this order, follow the steps again for the other items

Follow these steps to refund an order in the Events.com EverySale app:

1. To refund an order, click the MANAGE button on the Start Purchase page

2. Go to Manage Tickets or Manage Registrations

3. Find the order you want to refund in one of the following ways:

• Search for the order/buyer by the buyer name, order number, email, or the last four digits of the credit card used for the transaction

• Scroll through the list of orders/buyers displayed on this page

4. Once you have found the order/buyer, click the buyer name, which will take you to the order page

5. Select the item you want to refund

6. This requires a manager to log in, so make sure you have login credentials handy

7. Fill in the refund amount for the ticket/registration or item(s) you wish to refund

Note: You cannot refund more than the amount charged, but you can refund a portion of the amount.
You can also refund associated taxes if there are any by checking off the box on the bottom left side of the page.
Note: If you do not want to cancel the order, make sure to leave the checkbox next to the item(s) unchecked, but If you want to cancel the order, simply check the box(es)

8. Click the CANCEL/REFUND button

If you want to refund other tickets/registrations or items on this order, follow the steps again for other items on the order

Pro Tip: In Step 7, the refunded amount cannot exceed the amount paid for the item in the original purchase. Your event goer will see their refund on the original card used for purchase within 5 – 10 business days, depending on their specific banking institution’s process.

IMPORTANT INFORMATION ON FULL PLATFORM REFUNDS:
Events.com fees are non-refundable by Events.com. These are the order and processing fees for services rendered. As an organizer, you have the option to refund these fees to your attendees directly. Choosing to refund these fees will result in them being refunded from your revenue.

If your fees are added to the cost of your registrations/tickets: To process a full refund including the Events.com fees, you will need to contact us to facilitate. Please contact our help desk at help@events.com.

If your fees are absorbed (part of the registration/ticket cost): You will be able to refund them directly to your attendees within the registration/ticket amount using the steps above.

Please note: Platform refunds are dependent on fund availability.

You can re-print tickets and receipts in the Events.com EverySale app on an order’s Confirmation page or through the Manage Tickets section of the app

Note: Printing must be turned on in the event settings – learn how to configure event settings

From the Confirmation Page: Once a transaction is complete, a RE-PRINT button will appear on the confirmation page

1. Simply click the button and the ticket(s) and receipt will re-print from the connected printer

From Manage Tickets:

1. Click the MANAGE button in the upper left and then Mange Tickets

2. Find the order/buyer for which you want to re-print ticket(s) by one of the following ways:

• Search for the order/buyer by the buyer name, order number, email, or the last four digits of the credit card used for the transaction

• Scroll through the list of orders/buyers displayed on this page

• Once you have found the order/buyer, click the buyer name, which will take you to the order page

3. Click the RE-PRINT TICKETS or RE-PRINT RECEIPTS button

4. This requires a manager to enter their password for final authorization.

Make sure you have login credentials handy and voila!

You are able to process cancellations, refunds, and re-print tickets and receipts for completed orders.

1. Click the MANAGE button

2. Go to Manage Tickets or Manage Registrations

3. Find the buyer or order you wish to manage by one of the following ways:

• Search for the order/buyer by the buyer name, order number, email, or the last four digits of the credit card used for the transaction

• Scroll through the list of orders/buyers displayed on this page

4. Once you have found the order/buyer, click on their name, which will take you to their order page

5. Here you can process a cancellation or refund and re-print tickets and receipts

• Learn how to process a cancellation
• Learn how to process a refund
• Learn how to re-print

The app currently does not support traditional concessions sales, however you can use the app to sell merchandise, parking passes, and other items—learn more about selling merchandise on-site

Yes, if you have promo codes, they can be used in the app to give attendees a discount

1. At the bottom of the Order Page, there is a promo code field

2. Enter the promo code and click Apply

3. Your code will be applied to the purchase summary

If you are unable to find the cause you want to support while setting up your event, no problem. Simply contact us at help@events.com and provide us with the information listed below. We’ll work with CrowdRise to get the new charity added.

• Your first and last name:
• Your email address:
• Your Events.com event name:
• Your CrowdRise event URL (if available):
• Official charity name:
• Charity contact information (if available):
• Charity contact person (if available):

*Charities must be located in the United States or Canada.

Note: If you are curious about what a charity will need to provide in order to get added to the list, check out How does a charitable organization get added as a Giving option?

Are you a representative from a charity? Is your organization missing from our list of charities? Do you want to be added as a verified charity available for giving?  Let us know and we can help. Contact us at help@events.com and we’ll connect you with our friends over at CrowdRise.

Here are the details that you will need to provide to CrowdRise (don’t worry, they’ll work through the list with you):

• Charity administrator contact information (first name, last name, phone number, & email address)
• Authorized representative name and title
• Signature of representative with official charity name
• Official charity address
• Charity registration number

Fundraising, or as we like to call it – Giving, can be an integral part of any event. Here at Events.com we work with CrowdRise to provide you with a streamlined experience!

You will need to set up a CrowdRise Campaign in order to add fundraising during registration.

Here are the steps to set up a CrowdRise Campaign

1. Click here and follow the prompts to create your campaign
2. Enable team fundraising, here’s how
3. Customize your campaign 

If you need any help with these initial steps, please contact us to help set this up for you. You can send us an email at help@events.com, just include the name of your organization and have the charity information readily available!

Here are the steps to connect your campaign with your event:

1. While in your event (on Events.com), click on GIVING on the left side of your screen.

2. Choose the option that applies to you – I ALREADY HAVE AN EVENT or GET SET UP WITH CROWDRISE – (Note: Events.com supports CrowdRise Campaigns, which are different from a CrowdRise Fundraiser. Please ensure you followed the CrowdRise steps above.)

3. LOG IN TO CROWDRISE. Clicking here will bring you to CrowdRise to Authorize Application. After logging in, you will be prompted to GRANT ACCESS. This step will connect our two platforms and direct you back to Events.com.

4. Select your campaign from the dropdown menu and click CONTINUE. The screen will refresh displaying your CrowdRise campaign link at the top and showing that the ENABLE FUNDRAISING tab is set to YES.

Beside the tab, you have the option to REQUIRE FUNDRAISING (automatically have your participants signed-up for CrowdRise pledging profiles in the Events.com registration process) by clicking the checkbox.

Leaving the box unclicked, means your participants will be given the option to sign-up during registration. (Note: participants can always sign-up on their own later if they change their minds). Teams signing up will be grouped together on CrowdRise under their team name.

5. The next step is to connect the organization or charity that you are fundraising for. If your charity is not yet registered on CrowdRise, please review our article – How does a charitable organization get added as a Giving option? Otherwise, search by name or EIN (Employer Identification Number) and click to select.

6. After you’ve finished selecting your charity, click SAVE at the top or bottom of the screen. The fundraising disclaimer (confirmed they’ve been signed up) or fundraising option for attendees to select will automatically be inserted into your order form.

If your participants were signed up for fundraising, CrowdRise sends an email to them directly after registration with all the necessary steps to personalize their pledging page (optional) and get them started immediately.

Happy Giving Everyone!

With Events.com we like to make sure that your fundraiser is one of a kind. Now with these simple steps you can put the ‘fun’ back in fundraiser by adding customization to your fundraising section on your event page! You will have needed to sign into your CrowdRise account in order to get to the field. If you haven’t done that, please visit our help article – How do I add fundraising to my event?

1. Log In to your Events.com account.

2. Click on GIVING on the left side of your screen.

3. Enter in your text in the Description field (up to 300 characters).

4. After you’ve finished entering your description, click SAVE at the top or bottom of the screen. The fundraising description will automatically be added to your event page.

Creating an event is quick and easy! After you create an event, it will automatically be saved as a draft and you can continue editing it. If you want your event to go live, simply click the Go Live button from within the event after you’ve completed the following steps.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. Step 1 asks what type of event it is. Step 2 gathers some of the basics – Name, Location, Date and Description. Step 3 is for your social feeds. If you need to edit a step you have already filled out, click the change link at the top right of the step module. If you’d rather skip the optional fields, don’t worry! You can add and edit the information later.

*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name. This can’t be easily updated, so choose wisely.

3. When you are ready, click GET STARTED! and voilà!

Yes, Events.com will make it easy for you to customize your event page and set up free tickets or RSVP options.

1. Once you’re done creating an event, select EVENT DETAILS on the left navigation, and select Registration/Tickets.

2. You chose whether to sell Registrations or Tickets during your event creation – What’s the difference? If you need to switch, you can click the change option.

3. Next, add your first Registration/Ticket. You need to enter a name (VIP, General Admission, etc.), and the quantity available (if unlimited, leave blank). Finally set the price to $0 to make it a free event.

4. To hide the $0.00 pricing from the order page, open the Advanced Settings by clicking on the gear icon. From here toggle Hide Pricing if $0.00 to YES. You can also set Availability, and Restrictions on People such as Gender; Age; Max Purchase Per Order; Location and Access Code Required.

5. To add more registrations or tickets click on the ADD ANOTHER REGISTRATION/TICKET button at the bottom.

6. Click SAVE at the top or bottom to save your changes.

The best thing about creating an event on Events.com is that you don’t even need to have all the details to get started!  After you create an event, it will automatically be saved as a draft and you can continue editing it.

Note: The event will remain a draft until you click GO LIVE.

1. Click CREATE AN EVENT in the top right corner of the page.
*You will need to have an Events.com User Account so that you can access your event later. You will be prompted for this information during the creation process. Or if you have an account, you can Log In first.

2. Follow Steps 1-3 to create your event. If you need to edit a step you have already filled out, click the “change” link at the top right of the step module.
*If this is your first time creating an event on Events.com, you’ll need to add an Organization Name as well.

3. When you are ready, click GET STARTED! and voilà!

At Events.com, we are constantly thinking of ways to make your event management tasks easier and more efficient. With our Copy Event feature, you will be able to easily copy the format and set up from a LIVE or recently completed event. This will save you time when setting up new events with similar information.

When should I use this feature?

This function is especially beneficial for organizations offering the same event in multiple locations. For example, an event series or an event that happens annually.  Once you create the original event and are happy with its performance, you can copy that as many times as you’d like without having to recreate the entire event.

1. To get started, Log In and wait for your event card to load. If the event you intend to copy, doesn’t readily appear, select the tab that best applies (All, Live, Draft, Completed) and find the event you want to copy.

2. Click on the Copy Event icon located in the top right corner of the event card.

3. Once you copy an event

• Name your event. By default the name will show as “Copy of (event name)” you can edit this on the spot or after the fact through the Edit tab on the right hand side of the screen.
• Set your date and time. Dates & times will be calculated for you, based on last year’s past dates/times, but you can always change this at any time.
• Choose Organization. If you are an event organizer working on multiple organizations, you can chose to copy an event from one organization and adopt the setup and flow for the other organization. How cool is that?!?

What is copied from original event?

The Copy an Event option will copy the following fields, settings and info (when applicable):

• Registration/Tickets (including all advanced settings, inventory, pricing, restrictions, etc.)
• Form questions
• Waivers
• Languages
• Tax Settings
• Analytics tracking code
• Banner image
• Location
• Is event searchable on Events.com toggle
• Event description
• Event website URL
• Instagram URL
• Facebook URL
• Twitter URL
• Purchases (Attendee items and Other Stuff)
• Team settings
• User admin permissions (Owners will have full access to new events. Other roles will need to have the event added to them). User invitations are not resent.

*If an event is copied from a different organization, then the event copy will be associated to the new organization granting access to their users.

What is not copied from original event? 

The following fields CANNOT be copied:

• Promo Codes (global and event specific)
• Receive funds/payment account (The account information is copied, but the account needs to be selected to use)
• Giving settings
• Confirmation messages
• Post-registration settings (for Event Goers)
• Start and End dates for Registrations/Tickets. You will need to manually change these within the Registration/Ticket section. Click the Settings (gear) icon to show this information within the Reg/Ticket page.

*If an event is copied from a different organization, the payment information is not copied over.

Pro Tip: Please keep in mind that copying an event does not automatically make the new event LIVE and ready for registrations. You will still need to confirm that the event details are all correct and manually take it LIVE.

Events.com makes it easy to link your event page to your website (or any website you want), as well as your Instagram, Facebook, and Twitter feeds.  We don’t have to tell you how important social media can be when you’re trying to encourage the masses to share and promote your event. You can add Facebook, Twitter and Instagram when you Create an Event, or follow the steps below if you are already working on a draft.

1. Log In to your Events.com account and navigate to your event.

2. While in your event, click on EDIT in the upper right navigation.

3. Scroll to the SOCIAL section.

4. Enter your Facebook page name – pagename (the URL will display after clicking Save).

Note: Facebook does not allow “Event” pages to be shared, so please make sure this is your Facebook “Page”.

5. Enter your Twitter handle.

6. For Instagram integration, you will need to authorize that your images can be published publicly. To do this, you’ll need to log in to your Instagram account first. But no worries, it’s very simple and just a couple of extra steps. See below.

• Click on Log in to Instagram

• Login to Instagram and Authorize Events.com to access your photos and post them on a public site.

• Once you click Authorize, you will be taken back to your page to continue working on your event. That’s it!

7. Be sure to click SAVE when you’re done to capture all your hard work!

Adding a video to your event page is quick and easy! There are two places you can add a video that will show under the description on your event page.

Add a video while creating an event
1. Click the Create an Event button in the top right of your navigation

2. On the Create an Event page, in Step 2 Details, you’ll see an Add Video button.

3. After clicking this you’ll see a text box where you can add your video URL. The video must be hosted on YouTube or Vimeo.

4. If you want to add more videos click the Add Another Video button

5. Finish the rest of the steps, and click GET STARTED!

Add a video after you’ve created your event
1. While in your event, click on EDIT in the upper right, then go to the DETAILS section

2. Follow steps 2-4 above.

3. Press SAVE 

At Events.com we understand how important data is in the decision making process of any business. This is no different in the event management space. Real time visibility of your event’s data and performance is key to be able to put on and manage a successful event. With our Dashboards tool, you can get a real time snapshot of your event’s performance with a focus on KPIs (Key Performance Indicators).  All of these tools are accessible on the go from a smartphone or tablet.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data.

3. Within your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview Summary here). In the blue navigation tool bar, click Event Summary.

Your Event Summary dashboard has four parts:

Overview

• Total Registrations: The total number of registrations/tickets your event has sold minus the total number of registrations/tickets cancelled.
• Total Unfulfilled Registrations (If applicable): The total number of corporate registrations/tickets that have not been fulfilled.
• Cancellations: Number of cancelled registration (or tickets).
• Tax Net Revenue (If applicable): This is the total sum of revenue earned for taxes associated to both registration/ticket type and Purchases.
• Gross Revenue: The full amount of all sales generated by the event.
• Total Discounts: This is the total sum of revenue that was used to reduce an order with a promotion for promos and multi-quantity discounts.
  Total Refunds/Transfers: This is the sum of revenue that was refunded for all registration/tickets, inventory changes and purchases
• Net Revenue: This is the total revenue you’ve earned for Registration/Tickets and purchases (does not include tax).
• Summary Circles: These will depend on what you’re selling in your event. These summaries may include Registration/Ticket Revenue; Purchases; Transfer Fees and/ or Teams Registered (unique teams, rather than the below individual sales). *All revenues displayed are Net Revenue.

Revenue Over Time

In this section, you can view how your event is performing by Revenue generated, or Tickets sold, and you can view a live total by the Day, Month or Year

Registration Summary

For each Registration/Ticket you’re able to see specific data relating to their sales – Revenue; Active; Unfulfilled (Corporate Groups); Remaining; Discounts; Refunds; Cancelled.
Keep in mind, the Active column displays the amount of registrations/ tickets that have been sold (including any fulfilled Corporate Group spots *if applicable). Unfulfilled only applies to prepaid Corporate Group spots that haven’t been completed. These are reflected in the Remaining inventory. If Corporate Groups are not being offered, this column will not be displayed.

Top Promo Codes

The last section of the Event Summary tab displays your Top Promo Codes, where you can view a snapshot of the following data for each Promo Code in real time: INVENTORY allotted, how many have been PURCHASED and how many are REMAINING. Click View All Promo Codes to see more.

Pro Tips: Transactions processed within the past 10 minutes may not be included in the dashboards. If you want more detailed info about your purchases you can find it in your Purchase Summary.

The Purchase Summary dashboard lets you keep a close eye on your sales and inventory, as well as gives you access to specific Purchase reports.
Easily accessible on mobile devices you can quickly get the information that you want, and only the information that you want, anywhere, anytime.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data.

3. While in your event, click DATA from the tools on the left.

4. The Overview summary dashboard will appear by default (read about building your Overview summary here). From the blue navigation tool bar, click Purchase Summary.

5. By default, all items sold will be displayed. You can customize your report by specifying which items you want to look at over a variable time span.

At a glance, your dashboard will display:

• Purchases Net Revenue: This is the total revenue collected for all purchases sold (Other Stuff and Required) minus fees, discounts and refunds.
• Other Stuff Purchases Net Revenue: This is the total revenue paid for “Other Stuff” purchases sold minus fees, discounts and refunds.
• Attendee Item Purchases Net Revenue: This is the total revenue paid for “Attendee Items” sold minus fees, discounts and refunds.
• Tax Net Revenue (If applicable): This is the sum of revenue earned for taxes paid on purchases minus refunded taxes for purchases.
• Refunds/Transfers: Total revenue that was refunded for purchases (including transfers).
• Cancelled Purchases: This is the total count of purchase items that were cancelled.
• Purchase Options: (Itemized chart of each merchandise option.) This will include a count of each item and display net revenue, net tax, discounts, inventory limit, inventory sold, and inventory remaining.

Pro Tips: You can limit the report to certain items by using the Purchase Options Drop-down menu. Clicking Download will create a report in excel that will include full attendee as well as item information. Transactions processed within the past 10 minutes may not be included in the dashboards.

As an organization putting on multiple events a year, or the same event year over year, you need a way to view all of your events’ data and performances. Your Organization Dashboard allows you to get a real-time snapshot of this data with a few simple clicks. 

Currently the Organization level dashboards will show you:

• Registration/Tickets Sold: An overall count of registrations/tickets sold minus all registrations/tickets canceled across all events.
• Net Revenue by Currency: The net revenue across all registration/tickets, purchases and user-defined taxes, minus refunds, discounts and fees per currency across all events.

• Live, Draft, or Completed: You can change the view to see all events that are live, in drafts, or completed.

• Filter: With any of the options in this article, the filter can be added to further narrow your search of information.

• List View: This will show you the information placed out in a list format similar to how an excel spreadsheet would appear. You can view the active registrations, net revenue, discounts, refunds, taxes, and currency. This is all arranged by the events within your live, draft, or completed folders.

• Graph View: Selecting the graph view will allow you to see specific events registrations and revenue compared to other events, this can be chosen by clicking the Graph button.

Note: Transactions processed within the past 10 minutes may not be included in the dashboards.

With Events.com you can easily download your event data in several different report formats. However, we understand the need for a customized report. Maybe all you want is to get an idea for t-shirt orders you should place, or maybe you need to export only addresses, who knows. The good news is that with Events.com you can get as specific as you need to get!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your data and select Data on the event card.

3. While in your event, go to DATA in your left side navigation

4. Click on the Downloads tab and select New Custom Report from the Select Download drop-down.

5. From here, scroll to the CREATE NEW CUSTOM REPORT section and select the data fields that apply . Check as many or as few boxes as you need.

6. Once you are done, simply click DOWNLOAD REPORT.

Pro Tips: If you want to save this report for future use, give it a name in the REPORT NAME field. If you need to update the report, follow the steps as if it was new and then give it the same name.

When you’ve set up Direct Deposit with Events.com, we provide you with two different payment reports: Payment Details and Payment Summary. Payment Details will give you individual transactions that make up your deposit. The Payment Summary will summarize the information based by product (products are purchases, and registration / ticket types). Find out how to access these reports below!

1. Log In to your Events.com account.

2. As an organizer, your first screen will be your Org Summary. To the right of the Org Summary in the blue navigation bar, you will find your account’s Payment Details and Payment Summary.

3. Going into Payment Details will allow you to view where your funds are obtained from in your events. You will need to select a date in which you received a remittance to see where the funds were gathered from.

4. Going into the Payment Summary, it will allow you to view your past payouts, and your Current Remittance Amount. Clicking SHOW HISTORY will display the past payouts. You can use the dropdowns to view specific reports by dates.

5. Once you have specified all necessary fields, you can click START DOWNLOAD. The report will download and be added into your Previous Reports list for you to open and view.

Pro Tips: All of your events under the same organization using the same account will be a part of the same deposit. By choosing Custom in the date range you will be given two date fields to indicate a start and end, allowing you to download all of your remittances in one report.

We understand that not everyone at your organization uses the same statistics from the data dashboards. Finance is probably looking at something different from what marketing is searching for. This is why we created the Overview dashboard. This is a way to customize what you want to see at a quick glance when you go to your event’s dashboards.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event for which you want to customize. You can click the Data icon, or if you’re already in your event.

3. Click Data in the left navigation

4. You will see on your Overview page a description of how to save different dashboards to this page. This is where your preferred reports will be accessible to you after you’ve selected them to be added.

5. You can also use the Filter By tool to see your data pages according to remittance cycles and custom date ranges.

6. Go to any of your other dashboards and you will notice a star in the top right corner of each section. By clicking this star, it saves that dashboard to your Overview page. Items will be saved in the order you click the stars. If you deselect a star, it disappears from the Overview page.

If you’re looking for a snapshot of your sales made during your most recent payout, you can filter your event data summaries by your remittance dates with these easy steps!

1. Log In to your Events.com account.

2. Go to Events in the organizer navigation and choose an event (on the event card you can also choose the shortcut Data button to get to the Data page).

3. If you are already in your event, in the left side navigation, click Data.

4. In the Filter by: section of each page (Event Summary, Purchase Summary, and Demographics) choose Remittance Dates in the Date dropdown and APPLY FILTERS.

5. All of your data will reflect the remittance dates you choose on the current dashboard.

The Event Assistant App gives you the ability to check your attendees in quickly, helping to alleviate long lines and simplify your check-in process.

The app also helps you keep track of when an attendee picks up any items associated to their order (such as T-shirts, hats, etc.), so can you see who has (and hasn’t) received their items.

1. Make sure the Attendee Details toggle is set to ON (in Event Set-Up under Check-In Settings)

2. When you get to the Attendee Details page in the check-in flow, you’ll see checkboxes next to the attendee’s items. (Don’t worry, if your attendees are supposed to pick up their items from another person/location, see Step 3.)

3. If your attendee picks up their items in a different area from where they are being checked in, simply search for their name and click the ‘i’ button next to it. This will bring up their Attendee Details again.

4. Check the boxes when you give your attendee their items.

Note: If using wifi, this information will sync up across all your devices, keeping check-in staff on the same page.

We understand that many events do not have reliable wifi or cellular connection. Therefore, the Event Assistant App will work in both online and offline mode.

To set your Online or Offline Mode:
1. Log in to the Event Assistant App
2. Choose an event
3. Click the menu icon to open up your navigation. Go to EVENT SET-UP
4. Click Offline Check-In
5. Toggle Offline Check-In to YES or NO
     

Below are some important considerations when deciding which mode will work best for your event:

Online Check-In: 

• Each completed check-in will be synced to Events.com and other devices immediately.
• Check-ins completed on other devices, new registrations, cancelled registrations, and information updates will be reflected automatically on your device.
• Minimal amount of attendee information is downloaded to the device to minimize memory usage.

Offline Check-In:

• Attendee information must be downloaded on the device before leaving an area with network connection.
• The device will not reflect check-ins completed on other devices.
• The device will not reflect new registrations, cancelled registrations, and information updates since attendees were downloaded.
• All attendee data will be downloaded on the device and will use significant device memory (amount depends on number of attendees and attendee information collected).
• Check-in data must be manually uploaded to Events.com.

NOTE: it is not recommended to use selfies when in offline mode.  This will drastically increase the time to download the attendee information on to the devices and to sync data back to Events.com.

Below are a few scenarios that you may experience and our suggested check-in mode:

Strong network connection

• We suggest online mode since data is synced automatically to other devices and Events.com. 

Spotty or weak network connection

• We suggest online mode since data will sync automatically when there is a connection.
• If there is slowness with the app when in an area with spotty connection, try offline mode to see if there is an improvement.

No network connection

• Offline mode is required when there is no network connection.
• You must download the attendee information while in a connected area.

*Remember, in order to use a cellular network, you must have a 4G plan with high data to support the app.

 

We understand the importance of keeping lines moving and your event goers happy on event day.  We suggest that you do the following to make the best of our Event Assistant App.

1. Make sure you have access to enough Android devices that run on Jelly Bean (4.3) version with a back camera.

2. If possible, download the app, log in to your Events.com account on the app, and set-up the event for check-in before event day.

3. Encourage attendees to bring their PDF ticket attached to their confirmation email for faster check-in using QR code scanner.

4. Use the search functionality if the attendee does not have a QR code.  You can search by name or team name.

5. In order to use a cellular network, you must have a 4G plan with high data to support the app.

6. Keeping the app connected to the network gives you the most flexibility. Have a wifi hotspot available in case your wifi connection is not reliable.

7. If you are using a hotspot and the connection is slow, try removing devices or adding another hotspot.

8. If you will not have reliable network connection, use Offline Mode You will need to download the attendee list in a connected area and upload check-in data when you return to a network connection.

The Event Assistant App will work on any Android devices that runs on the Jelly Bean (4.3) version or higher with a rear facing camera. If you want to use the rear facing camera to scan barcodes, the device will need auto-focus. Auto-focus is not a requirement for scanning QR codes, but is recommended to ensure scanability in most scenarios.

If you are in the market to purchase devices for event day, we suggest the following low-cost devices:

• Nexus 7 by Asus 2013/2nd Gen (Autofocus)
• Samsung Tab 4 (7in) (No Autofocus)
• Lenovo A3000 7in or 8in (Autofocus)

You can download the app HERE.

PRO TIP: When printing QR codes for the bib/attendee ID scanning, the recommended minimum size is 1.2 x 1.2 inches.

There are two ways to access your event on the Event Assistant App.

1. Grant access to your organization for each device owner. This will work if your volunteers or staff will all have devices that support the app.

• ​You can learn how to grant accounts access to your organization HERE.

2. Create a unique account for each device.  This works best if you have dedicated devices to use on event day.

• It is recommended that valid emails be used to create accounts so that the accounts can be managed.

Pro Tip: You can add an unlimited number of secondary emails to a Gmail account by using “+”.  For example, tester@gmail.com, tester+1@gmail.com, and tester+2@gmail.com can be used to create 3 separate events.com accounts, with emails sent to all accounts will be delivered to the primary account (tester@gmail.com).

At Events.com, we understand that not all events are the same and the tools you may need to manage event day operations may vary from event to event. Because of this, we let you customize the check-in flow in our Event Assistant App.

1. Log In to the Event Assistant App

2. Choose an event that you would like to set up settings for.

3. Click the menu icon in the upper right corner, and then select EVENT SET-UP.

4. The check-in flow can be customized by turning each of the five settings ON or OFF.  By default, all check-in settings are OFF.  We suggest keeping this setting if you don’t need to collect any information from attendees or view attendee information, as this will be the fastest way to complete a check-in.

• Attendee Details: This setting will display the attendee information that was collected when they signed up for your event.  If they answered any questions, joined a team, or bought additional purchases, the information will be found here.
  

• Attendee ID Number: Need to associate a unique number to your attendee during check-in?  Enable this setting to enter in a bib or other unique number.
  

• Attendee Selfie: Want to capture an image for each of your attendees?  Enable this setting so that a photo is attached to the attendee information.
  

• Waiver E-Signature: If your event has waivers, you can enable this setting to have your attendees review the waivers and provide an e-signature indicating their agreement.
  

• Offline Check-In: Learn more about offline check-in HERE

In order to ensure the process your staff and volunteers use while checking in your attendees is the best fit for your event, simply follow the steps below to configure the flow:

1. Access the Events.com app on your device and log in using an account that has access to your organization (any role but Timer or Accountant).
2. From the Hosting view, select the desired event.  You will be brought to the Event Set-up screen.
3. Toggle ON any of the steps you’ll need.
4. Tap DOWNLOAD at the bottom of the screen.
5. That’s it! You will be brought to the attendee list and be ready to check people into your event.

The app will auto-sync with Events.com and other devices in real-time. Any information that you collect during check-in is available on the app and via the Check-In Report on Events.com Event Management Platform.

Below are some steps your staff/volunteers will need to follow to check-in attendees using the Event Assistant App:

1. Set up the event using these steps.

2. From the Hosting view, select the event you want to work on by tapping on it

3. You will see the Attendee List for this event.

4. Attendees can be found using one of four ways:

• Scroll through the list
  
  
• Type in an attendee’s name or team name in the search box at the top of the screen
  
  
• Tap on the microphone icon to trigger the voice search and say the attendee’s name or team name
  
  
• Open up the QR scanner via the icon at the top of the screen to scan a QR code
  .
  

5. Once the attendee has been found, swipe right 

6.  If all event check-in settings are turned OFF, the check-in is complete.  Hooray!

7. If any event check-in settings are turned ON, go through the check-in flow to complete the process.

8. If applicable, you will see a confirmation page that summarizes the information collected from the attendee. You can choose to send a copy of the confirmation to the attendee.

We understand that accidents can happen. Perhaps you checked in the wrong attendee, or you were testing out the app to see how it worked.  Either way, you can easily undo a check-in by swiping left on the attendee’s row and confirming that you want to check out the participant.

Please perform this function carefully as checking out an attendee will delete all the check-in data that was collected for the person.
 

Each event is different, so we wanted the Event Assistant App to support a way to see attendee information at-a-glance.  If you need to look up attendee information on the run or hand out add-on purchases after check-in, there is no need to begin the check-in process for the attendee again.

Simply tap on the information button for the attendee when viewing the attendee list to view their information.  If they are already checked in, you will see any additional information that was collected, if any, such as bib number, selfie, or waiver signature.

Once you have completed check-ins while in offline mode, follow these steps to sync the check-in data to Events.com.

1. Return to an area with wifi or cellular connection.

2. Open the event.

3. Go to the Event Set-up screen.

4. Tap on Offline Check-in.

5. Turn Offline Check-in to NO.
 

The sync will happen automatically. Once complete, the data will be reflected in your reports in Events.com and on other devices using the Event Assistant App.

You can view check-in data via two separate reports in Events.com. If you had attendees take selfies or sign waivers, the URL to each image will be provided. Simply log into an account with access to the event, and follow the steps below.

1. Log In to Events.com

2. As an organizer your first screen will be your Org Summary. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to view your check-in data.

3. Select DATA on your event card. Or if you are already in your event click on DATA in the left side event navigation menu

4. Select the Downloads tab

5. In the Select Download dropdown, choose one of these two reports and then click START DOWNLOAD

• The Registration Report will include check-in data along with other registration information.
• The Check-In Report will include only check-in details.

In order to get new events or update event information on the app, you will need to do a manual pull-to-refresh on the Event Hosting Screen.

1. Go to the Event Hosting Screen.

2. Place your finger in the middle at the top of the list and pull down while keeping your finger on the screen.

3. It may take up to 30 seconds to refresh your list, depending on how many events you have.

You can log out of Event Assistant from the My Settings screen.

1. If you are on the Event Hosting Screen, tap on the gear icon. Scroll to the bottom and tap Log out.

 

2. If you are on the Attendee List,  Event Set-Up, or Data screen tap on the menu icon in the top left and open the My Settings screen. Scroll to the bottom and tap Log out.

. .

With the Event Assistant App you can create a better experience for your attendees as well as a more efficient check-in flow for you event. You can also gather meaningful data about your check-in process, data that will allow you to learn and grow over time based on your attendees’ behavior.

The Check-Ins Over Time feature, located on the Stats section of the app, tracks the pace of check-ins for your event over a given time period. This will allow you to see, at a glance, when most people arrive onsite and when demand is heaviest. This allows you to better manage volunteers, resources and your time.

When connected to Wifi you can view these stats in realtime. When using offline mode – you can view the results once your check-ins are synched after the event. For more about connectivity and using the app, please click here

1. Go to Stats in your left side navigation

.  

2. Scroll to Check-Ins Over Time and use the filter arrow to select check-in data for yesterday, today, or any custom date

3. Once your date is selected, you can then view a graph representing the number of check-ins processed over a given time period.  Scroll from left to right to view the relative volume of check-ins as it changes over time, as well as the absolute number.

This information will permit you to be proactive in providing a smooth and worry-free experience for your attendees.

With Events.com you have full control over the creation and management of your event’s promo codes. You can allow your participants to use promo codes on their Registrations/Tickets AND also on their Attendee Items/Other Stuff.

1. Log In to your Events.com account. 

2. Click on PROMOTIONS and select Promo Codes on the left side of your screen.

3. Enter your promo code information.

• PROMO CODE – Name your promo code. The name you enter here will be used in your reports.
• DISCOUNT – Choose between a flat amount ($) or a percent (%) off of the purchase price.
• ​​USAGE LIMIT – This will restrict how many times the code can be used.  Leave the field blank for Unlimited usage.
• APPLICABLE TO – From the dropdown menu, you can select which Registrations/Tickets or Purchases (Attendee Items or Other Stuff) the discount applies to.

4. To choose the dates this code is available for, click on the Settings (gear) icon. It is optional for you to select a start and end date for when this discount code will be available.

5. There is also a spot to leave an optional note. This could come in handy if there were special circumstances leading to its creation.

6. Click SAVE at the top or bottom of the page before navigating to a new page. Your code will be ready to use right away (unless you set it for a future date)!

Pro Tip: Only one promo code can be used per order. If you want someone to have a code for a registration/ ticket AND an Attendee Item, set it to 2 usages. 

With Events.com, you can export a .CSV file that lists all the promo codes for your event as well as how many times each has been used. Find out how to download the file in these easy steps!

1. Log In to your Events.com account.

2. Click on PROMOTIONS and select PROMO CODES on the left side of your screen.

3. To download the .CSV file, click on the EXPORT button.

4. All data for your promo codes will open in an excel spreadsheet.

Events.com’s invitation tool is a great way to invite attendees on a more personal level. The system allows you to create invitations embedded with a unique link (different from your public event link). This is great for inviting VIPs, sponsors, staff members, and more. *If this feature is not available in your account please contact us at help@events.com

There are several parameters you can customize per invitation. For example, if you want to add a special discount for those invited, or if you want to ensure that only those whose first name and last name appears on the invitation, can redeem it.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event you would like to set up special invitations for.

3. Go to PROMOTIONS in the left navigation, and then select Invitations.

4. Name your invitation (for reference purposes). Then, click the Settings (gear) icon to open the Advanced Settings. Here you can specify the Valid Dates for this invitation; the registration or ticket type(s) you wish it Applies to; any Discount you’d like to offer to the invitee (a discount is not required); and the Uses Per Invite field allows you to set the amount of registrations that will be available for purchase to the invitee. *Uses Per Invite cannot be edited for a previously sent invitation. You can add the contact list again through Add Invitees to send the same invite (with the updated uses) or we recommend sending a new invitation.

These invitation details will be included in the email sent to invitees. You can also select if the invitation will be restricted. If you toggle this option to YES, the invitation will pre-populate and lock in the name of the invitee on the registration form from the information used in the upload (step 3).

You may also view how many invitations have been redeemed by clicking  PROMOTIONS / Invitations, and you will see the totals here

5. Add a custom message to the invitation. Feel free to add images, hyperlinks, etc. Make it personal!

6. We provide you with a template you can download in two different formats, so adding your invitees is easier on you. After saving your completed template, click BROWSE to find your file, and then UPLOAD. The spot will update, to display a confirmation message that the upload was a success.

7. SEND the invitation!

If the need arises, and you want to send this invitation to a new group of people at a later time, check out this helpful article – How do I add new invitees to an existing invitation?

Events.com gives every event the ability to send up to 10,000 emails every 24 hours. Sending invitations with high bounce or spam rates may cause Events.com to revoke email privileges from an organization.  This is because mailings with high bounce or spam rates reduce the likelihood that mailbox providers (e.g., Gmail, Outlook, Yahoo, etc.) will deliver future emails sent by users of Events.com.

It is nearly impossible to ensure 100% inbox delivery of emails. However, the likelihood of inbox delivery increases significantly by following anti-spam laws, guidelines and email best practices. events.com does our part to increase inbox deliverability of your invitations, and we expect that you do your part by following our Email Guidelines.

Events.com expects our users to follow these email guidelines or risk being blacklisted (having email privileges revoked):

• Follow all relevant anti-spam laws. Learn more here
• Use clean, permission-based lists of people that have opted to receive emails from your organization. Note, signing up for a previous event is a valid opt-in method

• Do not send to known invalid email addresses

• Include recipient’s first name if you have it, so that we can personalize the “To:” field of the email

• Don’t send to role accounts such as info@domain.com or help@domain.com

• Send emails to your list semi-regularly so that they remain familiar with your brand

If you leverage the features of an Email Service Provider, such as MailChimp, we recommend that you follow these best practices to maintain a clean list:

• Maintain one list for your organization
• Segment your list to targeted audiences so that you aren’t sending too many emails and recipients will engage with your content
• Regularly clean your list and remove emails that are not delivered due to a hard bounce or invalid email
• Track engagement with your mail, such as open and click rates.  Remove emails that are not engaging with your mail
• Re-confirm your list if it has been more than 6 months since they heard from you
• Cross-reference a list from events.com with your main list to remove invalid and disengaged subscribers

Events.com wants your emails to be delivered.  We do the following to keep the delivery of your invitations high:

• Provide an opt-out for recipients. Users can unsubscribe from emails from your organization sent through events.com.
• Use a relevant subject line for Invitations: “You’re now Invited to “
• Use your organization as the “From Name”, so that your brand is front-and-center
• Personalize the “To” field in the email if you provide a first name for the recipient
• Include our mailing address and privacy policy in the email
• Do not allow the upload of invalid email addresses that do not follow a standard format
• Format the email with relevant content that does not resemble spam

Events.com, like any other email service providers, is required to enforce spam laws. We have some very strict rules that must be adhered to in all countries, but you may find that your country has additional requirements. Please visit the link(s) below to learn about your countries law requirements.

Your invitations and/or emails must comply with the US CAN-SPAM ACT. In addition to the CAN-SPAM rules, you must comply with the anti-spam laws of the country your recipients live in. If you are sending to UK residents and US residents, check the UK spam laws to make sure you are also UK compliant.

International requirements by country

Below you will finds either links to anti-spam legislation in countries outside the US or the name of the country’s anti-spam law.

Canada
Canada’s Anti-Spam Legislation (CASL) amends the Canadian Radio-television and Telecommunications Commission Act, the Competition Act, the Personal Information Protection and Electronic Documents Act and the Telecommunications Act. It is very similar to CAN-SPAM but has some minor differences and covers all electronic messages, not just email. Check out CASL basics.

Australia
Spam Act 2003, Act No. 129 of 2003 as amended.

EU
Article 13 of DIRECTIVE 2002/58/EC OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 12 July 2002 concerning the processing of personal data and the protection of privacy in the electronic communications sector (Directive on privacy and electronic communications).
The EU body that addresses spam is The Contact Network of Spam Enforcement Authorities (CNSA).
The Directive is implemented by each member state independently so you will want to check with your particular country law for more details.

UK
The Privacy and Electronic Communications (EC Directive) Regulations

Austria
Telecommunications Act 2003

Belgium
Commission de la protection de la vie privée, Le spam en Belgique Etat des lieux en juillet 2003, July 4, 2003

China
Measures for Administration of E-Mail Service on Internet (2006)
( Unofficial English Translation)

Cyprus
Section 06 of the Regulation of Electronic Communications and Postal Services Law of 2004 (Law 12 (I) / 2004 deals with unsolicited communications (spam)

Czech Republic
Act No. 480/2004 Coll., on Certain Information Society Services

Estonia
Information Society Service Act

France
Falls under the Commission Nationale de l’Informatique et des Libertés (CNIL) [National Data Processing and Liberties Commission], Electronic Mailing and Data Protection (Oct. 14, 1999) (French) CNIL Guidelines on email marketing.

Germany
Art. 7 German Unfair Competition Law (Gesetz gegen Unlauteren Wettbewerb) (UWG)
Art. 202a, 263, 303a, 303b of the German Criminal Code Art. 6 of the German Law regarding Information Society Services Art. 28 Par. 4 of the German Data Protection Act

Italy
Italy’s anti-spam laws are very strict. You can even be imprisoned for sending spam. If you’re sending to Italian recipients, follow these guidelines as well.
Personal Data Protection Code (legislative decree no. 196/2003)
The Code transposed EC Directive 95/46 on the protection of personal data and EC Directive 2002/58 on privacy in electronic communications; it consolidated all Italian pre-existing laws and regulations in this sector.
DL 196/2003 Personal Data Protection Code • DL 675/1996 on privacy protection states, inter alia, that a company must have authorization from each user whose personal data (such as e-mail) they want to use. • DL 171/1998 (deriving from the European Community directive 97/66/CE) on telecommunications privacy protection: this put outlaws all automatic systems to call a user and says that all the expenses of an advertising must be paid by the company and not the user (faxes and e-mails are instead paid also by the user).
DL 185/1999 (deriving from the European Community directive 97/7/CE) on customer protection with respect to long-distance contracts: this obliges companies to seek the permission of the user for virtual or telephone sales.

Netherlands
Dutch law requires very explicit permission and heavily protects data and privacy.

New Zealand
The Unsolicited Electronic Messages Act 2007. The Department of Internal Affairs provides detailed guidelines on the anti-spam laws.

Sweden
Swedish Marketing Act (Swedish Code of Statutes, SFS 1995:450).
Personal Data Act (Swedish Code of Statutes, SFS 1998:204), in so far as spam activities involve processing of personal data.

Sending invitations via Events.com is a privilege that we provide our event organizers. We must actively protect our mailing reputation so that invites sent from Events.com reliably arrive in recipient’s inboxes, and must restrict access in some cases. There are two reasons why event organizers cannot use the invitation feature:

1. The event is in an organization that does not have a payment account. You can set up a payment account by clicking on PAYMENT INFO on the left-hand navigation within your event. For the steps to set up your own Stripe account click here. To set up an ACH direct deposit here.

2. Your email privileges have been revoked due to sending one or more mailings with high bounce or spam rates. Learn more now

Tip: If you want to take advantage of the invitation functionality in Events.com and currently are not able to do so, please contact our support at help@events.com.

The Refer-A-Friend tool is a great way for your attendees to get the word out about your event. What better way to get all of your attendees to use this feature than to add a financial incentive! You can add incentives for the referrer, the referee, or both!

1. Log In to your Events.com account.

2. Choose the event that you want to edit.

3. Go to Promotions in your left navigation, and then to Refer-A-Friend.

4. You will see the options Email and Social. You can utilize both parts so that people can refer their friends through an email OR share a unique link through Facebook and Twitter.

5. To enable, make sure the YES/NO button on the top right is set to YES

Setting up the Refer By Email tool.

1. Enter the number of friends a referrer must have in order to get a discount, as well as the discount amount (percent or dollar) that will apply to their highest priced registration.

2. Enter the number of friends that will get a discount when they register, and specify the amount of that discount.

3. You will be able to Preview what your attendees will see as they register to your event. The Refresh button will show you the latest changes you made in step 1 and step 2.

4. Click Save

Setting up the Refer With Unique Link tool.

1. As with email, you can choose the number of friends that will receive a discount, and specify that discount. Due to social media policies it is not possible to offer the current purchaser a discount.

2. You can preview what your attendee will see in their registration, and the social media icons that allows them to post on Facebook and Twitter. Your attendees will need to allow pop-ups to post to Facebook.

3. Click SAVE

Pro Tip: Refer-A-Friend can also be effective without adding a discount. You can have it available for your attendees to share with their friends with or without a discount at any time.

Facebook events are a great way to boost ticket sales, visibility, and sharing! Follow the steps below to easily link your event to Facebook!

1. Log In to Facebook and go to your event’s Business Facebook page.

Note: Don’t have a Facebook page set up for your business yet? Here is a quick how-to article 

2. On your business page, click the Create Event button above your feed.

3. Fill out the basic information about your event (name, date, time, etc). In Admission, click the + beside the Ticket URL field, and add your Events.com Event URL.

4. Publish your event, and you’re all set! Users can now find your event on Facebook and purchase tickets via the link to your Events.com event page.

With Events.com you have full control over the creation and management of your event’s discounting for multiple purchases. You can set up a promotion for your participants based on their Registration/Ticket type and the quantity they are purchasing with the Multi-Quantity feature.

1. Log In to your Events.com account.

2. While in your event, click on PROMOTIONS and select Multi-Quantity on the left side of your screen.

3. Enter your Multi-Quantity information.

• DISCOUNT – Choose between a flat amount ($) or a percent (%) off of the purchase price.

• REGISTRATIONS – From the dropdown menu, you can select which tickets/registrations the discount applies to.

• ​​DATE & TIME AVAILABLE – From the dropdown menu, you can select the time frame this quantity discount will be valid.

• BUY – Set the amount of tickets that are required to obtain the discounting. (Ex: 4 or More). The discount that applies off of each eligible item displays in the next box. And in the final box, select the maximum number of items to be discounted.

4. Click SAVE at the top or bottom of the page before navigating to a new page. Based on the date you added, the promotion is ready for your attendees!

We’ve synced with MailChimp so you can keep your contact list up to date! If you haven’t synced yet please check out – How do I contact my attendees?

If you have synced and are ready to send an email, this is for you! MailChimp does have a full glorious help center of their own but we’ve found the following steps have helped our organizers get a quick introduction to sending off their first message.

1. Log In to your MailChimp account.

2. Click Campaigns in the upper left –  then in the upper right.

3. Click Email, enter a Campaign Name (this is for you) and click BEGIN.

 

4. Follow these 4 areas to set the Campaign Info. Of the four sections, select Design Email which we’ll dig deeper into in the next step. After clicking that you will select a layout template, we recommend choosing Basic.

5. Designing your Basic template. It starts you with some building blocks. If there’s anything you don’t want, hover your mouse on it and click the trash can.

If you want to add a logo, click the block and the Content window will open on the right, you can click Replace – Upload (select your image). It will import for you. If you are finished you can click Save & Close at the bottom. This will refresh to the Content Menu on the right side.

To insert an image block, you can click on the Image icon and drag it to the main display.

To edit the text box, click on it and it’ll open the content on the right side with the formatting tools.

The next building block is the social media links, when clicking this it’ll open them to be updated on the right. 

You can remove any icon or add another icon in Content on the right. If you want to remove the whole block, hover on the box on the left side and click the trash can. If you’re adding any click Add Another Service, enter in your pages and click Save & Close to finish.

The part at the very bottom will populate with the info you added to your account. This will display in a test if you want to view it before sending.

When you’ve finished your campaign, click the blue Save & Close on the lower far right.

6. You can now send yourself a Test Email to view before sending to your attendees.

7. When you’re ready, you have two options for sending. You can send right now, by clicking Send in the upper right, or click Schedule if you’d like to set a time/ date. Finish later will take you back to the main page.

Pro Tip: You can repeat these steps for each campaign to give your valued attendees the information they need, every time! Other related articles:
How do I manage my MailChimp account after I sync my lists on Events.com?

If you are unable to find the cause you want to support while setting up your event, no problem. Simply contact us at help@events.com and provide us with the information listed below. We’ll work with CrowdRise to get the new charity added.

• Your first and last name:
• Your email address:
• Your Events.com event name:
• Your CrowdRise event URL (if available):
• Official charity name:
• Charity contact information (if available):
• Charity contact person (if available):

*Charities must be located in the United States or Canada.

Note: If you are curious about what a charity will need to provide in order to get added to the list, check out How does a charitable organization get added as a Giving option?

Are you a representative from a charity? Is your organization missing from our list of charities? Do you want to be added as a verified charity available for giving?  Let us know and we can help. Contact us at help@events.com and we’ll connect you with our friends over at CrowdRise.

Here are the details that you will need to provide to CrowdRise (don’t worry, they’ll work through the list with you):

• Charity administrator contact information (first name, last name, phone number, & email address)
• Authorized representative name and title
• Signature of representative with official charity name
• Official charity address
• Charity registration number

Fundraising, or as we like to call it – Giving, can be an integral part of any event. Here at Events.com we work with CrowdRise to provide you with a streamlined experience!

You will need to set up a CrowdRise Campaign in order to add fundraising during registration.

Here are the steps to set up a CrowdRise Campaign

1. Click here and follow the prompts to create your campaign
2. Enable team fundraising, here’s how
3. Customize your campaign 

If you need any help with these initial steps, please contact us to help set this up for you. You can send us an email at help@events.com, just include the name of your organization and have the charity information readily available!

Here are the steps to connect your campaign with your event:

1. While in your event (on Events.com), click on GIVING on the left side of your screen.

2. Choose the option that applies to you – I ALREADY HAVE AN EVENT or GET SET UP WITH CROWDRISE – (Note: Events.com supports CrowdRise Campaigns, which are different from a CrowdRise Fundraiser. Please ensure you followed the CrowdRise steps above.)

3. LOG IN TO CROWDRISE. Clicking here will bring you to CrowdRise to Authorize Application. After logging in, you will be prompted to GRANT ACCESS. This step will connect our two platforms and direct you back to Events.com.

4. Select your campaign from the dropdown menu and click CONTINUE. The screen will refresh displaying your CrowdRise campaign link at the top and showing that the ENABLE FUNDRAISING tab is set to YES.

Beside the tab, you have the option to REQUIRE FUNDRAISING (automatically have your participants signed-up for CrowdRise pledging profiles in the Events.com registration process) by clicking the checkbox.

Leaving the box unclicked, means your participants will be given the option to sign-up during registration. (Note: participants can always sign-up on their own later if they change their minds). Teams signing up will be grouped together on CrowdRise under their team name.

5. The next step is to connect the organization or charity that you are fundraising for. If your charity is not yet registered on CrowdRise, please review our article – How does a charitable organization get added as a Giving option? Otherwise, search by name or EIN (Employer Identification Number) and click to select.

6. After you’ve finished selecting your charity, click SAVE at the top or bottom of the screen. The fundraising disclaimer (confirmed they’ve been signed up) or fundraising option for attendees to select will automatically be inserted into your order form.

If your participants were signed up for fundraising, CrowdRise sends an email to them directly after registration with all the necessary steps to personalize their pledging page (optional) and get them started immediately.

Happy Giving Everyone!

With Events.com we like to make sure that your fundraiser is one of a kind. Now with these simple steps you can put the ‘fun’ back in fundraiser by adding customization to your fundraising section on your event page! You will have needed to sign into your CrowdRise account in order to get to the field. If you haven’t done that, please visit our help article – How do I add fundraising to my event?

1. Log In to your Events.com account.

2. Click on GIVING on the left side of your screen.

3. Enter in your text in the Description field (up to 300 characters).

4. After you’ve finished entering your description, click SAVE at the top or bottom of the screen. The fundraising description will automatically be added to your event page.

After an attendee registers for your event they may need to make a change to their Registration/Ticket. Events.com allows you as the event organizer to make these changes. Find out how below!

1. Log In to your Events.com account.

2. Select the event in which you wish to manage attendees and click on PEOPLE on the left hand side tool column.

3. Filter your registrations by: All, Active or Canceled.

4. You may pull a search from the search tool on the top right.

5. Click on the card of the attendee you wish to manage.

6. Scroll down to make any Edits to the form questions.

7. Click Save to save your work.

Note: If searching by Registrations or Order ID, it’s recommended to use the entire number.

As an event organizer, giving your event goers the ability to change their Registration/Ticket types can significantly ease your workload managing your events. You can also capture opportunities for additional revenue by offering opportunities to up-sell into VIP categories, even after you attendees have purchases their registrations and tickets. Events.com makes it easy to control and tailor this ability based on YOUR needs. Here’s how to do it!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event for which you want to enable registration changes.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. You will see the option to Allow event goers to change their registration/ticket type. Toggle this to YES.

5. Open the APPLIES TO dropdown to select the categories that you want to allow event goers to be able to transfer out of and in to. You must select at least 2 categories. For any category that you do not select, event goers will not be able to transfer out of, or in to, that category. Registration/Ticket categories must also be open, visible and available for registration in order for event goers to access the feature.

6. If you want to limit the time frame that event goers can make changes, enter in the start and finish dates in the Changes Available calendars. The ability to change registration/ticket categories will only be available to event goers within these dates.

7. You can choose whether or not to charge a Change Fee to your event goers and whether or not to Allow Promo Codes. You might want to allow promo codes if you were offering early bird pricing as the platform charges the current price difference between the two registrations.

8. Press SAVE and voilà you’re done.

Note: A flat fee of $2.95, and the order processing fee of 3% will apply to the change or transfer fee. If the new category is at a higher price, the additional payment will be collected from the event goer at the time of the change. In the case of a downgrade, a refund is not generated by the system.

As an event organizer, giving your event goers the ability to change their Registration/Ticket types, or even allowing them to transfer their Registration/Ticket to someone else, all on their own can significantly ease your workload! This can also open the opportunity to create some additional revenue in the form of Change and Transfer Fees. If you have already turned on one or both of these features, you can go back in to add a fee with the following steps.

1.  Log In to your Events.com account.

2. Click on the event that you want to edit.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. To activate the fee, simply toggle the Change fee and/or the Transfer fee to YES and choose whether or not taxes should apply (only for events charging taxes in their prices).

5. After you’ve added your fee(s), press SAVE and voilà you’re done!

Note: A flat fee of $2.95, and the order processing fee of 3% will apply to the change or transfer fee.

As an event organizer, giving your event goers the ability to update their attendee items (such as T-shirts, or wave times) can be particularly useful. This includes changing their answers, adding existing, or brand new items that were added by you after your original launch. Events.com makes it easy to control and tailor this ability based on YOUR needs. Here’s how to do it!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT, and COMPLETED events and choose the event for which you want to enable changes to attendee items.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. You will see the option to Allow changes to attendee items. Toggle this to YES.

5. Select the registrations that you want to allow event goers to be able to update their items in. For any categories that you do not select, event goers will not be able to update their attendee items. The attendee items must have inventory to be available for your event goers to be able to select them.

6. Select the availability dates for this feature. The ability to change attendee items will only be available to event goers within these dates.

7. Press SAVE and voilà you’re done!

Note: If the new category has a higher price, the additional payment will be collected from the event goer at the time of the change. In the case of an item downgrade, a refund is not generated by the system.

As an event organizer, giving your event goers the ability to add other stuff (such as T-shirts or additional merchandise) to their order can particularly useful. Events.com males it easy to control and tailor this on YOUR needs. Follow the steps below to learn how to do it!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. Choose the event for which you want to enable changes to attendee items.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. You will see the option to Allow event goers to add other stuff after registering. Remember that the other stuff must have inventory to be available for your event goers to be able to select them. Toggle this to YES.

5. Select the availability dates for this feature. The ability to add other stuff will only be available to event goers within these dates.

6. Press Save and voilà you’re done!

Note: If the Other Stuff has a charge associated to it, the additional payment will be collected from the event goer at the time of the change. 

With Events.com you have the ability to set a Change or Transfer Fee that would apply to every event goer looking to change their Registration/Ticket or transfer to another person.

If you find yourself needing to complete one of these actions, on behalf of the user, you can do so as an admin of the event. Through your event organizer tools, you can complete the adjustment and choose if you want to apply the fee, remove it, or charge only a portion of the fee. If there is a fee, payment information will be required at the time to finalize the order.

Follow the steps below to complete a Change from your event organizer tools, and work with the open fields to adjust or remove the fees that would otherwise apply. If you are completing a Transfer, select Change Registration/Ticket from the Manage Registration drop down.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT, and COMPLETED events and select the event for which you want to customize.

3. Go to PEOPLE and then Attendees in the left navigation.

4. Search for the event goer needing a registration change, and click on their attendee card.

5. Once in the attendee info page, click MANAGE REGISTRATION, and select Change Registration/Ticket.

6. Make the necessary changes, including any fee edits, and click CONTINUE WITH CHANGE.

Note: The event goer will be sent an email for the new Registration/Ticket type.

You can allow your participants to switch between different teams themselves, giving them more control over their own registration and freeing up your time. Find out how to allow attendees to switch teams below!

1. Log In to your Events.com account.

2. Select the event in which you wish to enable team switching for.

3. Click on EVENT DETAILS in the left side navigation and select Settings.

4. Scroll down until you see the option Allow event goers to switch teams, and toggle the option to YES.

5. Once enabled, you must now choose a start and end date between which your participants will be able to switch between teams. 

6. Make sure to click the orange SAVE button found along the top or bottom of the screen and you’re done!

As an event organizer, giving your event goers the ability to transfer their Registration/Ticket to another person can significantly reduce your workload. Events.com makes it easy to control and tailor this ability based on YOUR needs. Here’s how to do it!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event for which you want to enable transfers.

3. Next, go to EVENT DETAILS in the left side navigation and select Settings.

4. You will see the option to Allow event goers to transfer their registration/ticket to another person. Toggle this to YES.

5. Select the categories that you want to allow event goers to be able to transfer their registrations from. For any categories that you do not select, event goers will not be able to transfer to other individuals, from that category. Registration/Ticket categories must also be open, visible and available for registration in order for event goers to access the feature. You can also specify a date range if you want to limit when transfers are enabled.

6. If you intend to charge a transfer fee, toggle this on and select the amount you want to charge. And if applicable you can choose to charge tax. 

7. Press Save and voilà you’re done.

Note: A flat fee of $2.95, and the order processing fee of 3% will apply to the transfer fee.

Being able to customize your registration form is very important because it allows you to place the questions in any order you want, delete questions that you do not need or require your attendees to answer certain questions. You may also choose which attendees will see and answer your questions based on their registration/ticket type. With that being said, let’s find out how you can customize your registration by following the steps below!

1. Log In to your Events.com account.

2. While in your event, click on EVENT DETAILS in your left side navigation, and then select Form Questions.

Note: There are two parts to Form Questions. You have the option of adding Buyer Questions which will appear once within an order and Attendee Questions which will be asked once for each attendee. If you would like to add to your Buyer Questions you can click on Buyer tab to see the form questions you can add. If you want to add to your attendee questions, click Attendee tab.

3. When questions are turned on for attendees, the standard form questions will be pre-selected. To change the order of questions, click on the Up and Down arrows. To remove a question click on the trash icon. To access advanced settings on a question, click the settings (gear) icon.

4. If you want to add any custom questions, click the ADD QUESTION button at the bottom to add additional questions.

5. To add Section Headers to your registration form, click the ADD SECTION HEADER at the bottom.

6. Click the SAVE button to save your changes

Note: If you added Registrations to your event, the Attendee questions will default to ON because events that collect registrations usually need information from each attendee. If you added Tickets, the attendee questions will default to OFF.  You can choose to change the default at any time.

By asking form questions, you’ll have the ability to customize who will see the question when attendees fill out the registration form. Let’s see how you can make specifications to your form questions!

1.  Log In to your Events.com account and select the event for which you’d like to edit the form questions.

2. Navigate to the EVENT DETAILS tab on the left hand menu and select Form Questions.

3. Select the Setting (gear) icon on the question you’d like to edit.

4. The Visible to section allows for you to be able to toggle the question to be Public on your registration form or to Administrators to make it an admin only question.

5. The Apply to section allows for you to have the question visible to all ticket types or you can select certain ticket types that would see the question.

6. The Require section can be toggled to YES to have attendees answer the question in order to finish the registration process or NO to have it be an optional question.

7. After you’ve made your adjustments, click SAVE at the top or bottom of the page.

Requiring your attendees to answer form question can ensure that you get all the information you need from your attendees. First name, last name and email will always be required to answer. Your attendees will need to answer all the required questions in order to purchase tickets to your event. Find out how to do this be following the steps below!

1. Log In to your Events.com account.

2. Navigate to your event, then select EVENT DETAILS from the menu on the left and click on Form Questions.

3. Click on the Setting (gear) icon to the right of the question in which you wish to require an answer and switch the Require toggle to YES.

4. Click SAVE at the bottom or top of the screen.

Tip: Required is the default setting for Form Questions.

Managing the order of form questions can be really important if you want to have a certain question to be asked first when an attendee is registering for your event. Find out how manage form questions below!

1. Log In to your Events.com account and select the event for which you want to manage the form questions.

2. Once in your event, click EVENT DETAILS in the left side navigation and select Form Questions.

3. Use the up/down arrows that appear to move the questions in the preferred direction.

4. Scroll to the top or bottom of the page to SAVE your work.

Note: To avoid registrant confusion, First & Last Name and Email are not able to move from the top of the form.  

Deleting a question is very simple to do and only takes a few steps. Let’s delete the question(s) you do not need!

1. Log In to your Events.com account.

2. In your event, select EVENT DETAILS from the menu on the left and click on Form Questions.

3. Click on the trash can to the right of the question you wish to delete. This will eliminate this question from your form. 

4. Click SAVE when finished.

Note: If this question has already been answered by a registrant, you will only be able to do a “soft delete”, which will eliminate the question from the public, but will still exist for reference in your reports. 

Yes. Simply click on the Settings (gear) icon to the right of the question to manage it. With the Apply to drop down, you can select which registrations/tickets your question will apply to. After you’ve made your selection, click SAVE at the top or bottom of the page.

Although these questions are similar in that they both offer a list of answer options, Dropdown questions will limit the user to select only one option. You would use a multi-select list for questions where the user can “Select all that apply,” or multiple responses.

*Dropdown questions can be used to create conditional questions within your registration form.

To add custom questions to your registration form follow these simple steps:

1. Log In to your Events.com account.

2. While in your event, click on the EVENT DETAILS icon on the left side navigation and select Form Questions.

3. Scroll to the bottom of your entry form and click ADD QUESTION.

4. Select the question type under Other Questions.

5. When you’ve finished selecting your questions, click SAVE at the top or bottom of the page before navigating to a new page.

Asking conditional questions is a great way to collect more specific information about your attendees. A conditional question is a clarifying question that is created based on the response to a previous question.

Example of a conditional question flow:
Question: “Are you a club member?”. If the attendee responds “yes”, an additional question will appear: “what is your membership number?”. If the attendee responds “no”, then no further question will appear.

This feature is available when adding a Dropdown question.

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and find the event for which you want to add conditional questions.

3. Go to EVENT DETAILS, and select Form Questions.

4. At the bottom of the page select the ADD QUESTION button. Then select Dropdown.

5. Create the initial Dropdown question and create as many answers choices as you need be selecting ADD CHOICE.

6. Click the Add option next to the answer for which you wish to add a conditional question. You can choose a multi-select question, a dropdown question or a text response.

7. Finally, add the additional clarifying question and press SAVE.

Pro Tip: Now, when an attendee answers Yes to the initial question – the sub question will appear. You can add a sub-question to each of the initial response for a more detailed understanding of your participants. If needed you can restrict to numbers only, or a certain amount of characters.

Waivers are a great way to provide a set of guidelines or rules that need to be followed at your event. When attendees click on the waiver box, it stipulates that they have read the waiver and agree to abide by it. To add a waiver to your registration form follow these simple steps below!

1. Log In to your Events.com account.

2. Click on the EVENT DETAILS icon on the left side navigation and select Form Questions.

3. Scroll to the bottom of your entry form and click ADD QUESTION.

4. Select Waiver, under Other Questions.

5. You can give your waiver a different name which will appear to your attendees. Write, or copy and paste your waiver into the waiver body.

6. When you’ve finished adding your waiver, click SAVE at the top or bottom of the page before navigating to a new page.

Note: You can add as many waivers as necessary. To do this, simply repeat the steps above for each one. Waivers will always appear at the bottom of your form.

You can manage and edit the buyer form questions your participants have answered, though their first and last name as well as their email addresses will remain un-editable.

1. Log In to your Events.com account.

2. While in your event, click on PEOPLE and then on Buyers

3. Use the search field and select the buyer whose answers you want to edit. 

4. Click Manage Order and then Edit Form Questions

5. SAVE your changes, and you are done!

*Related Article: How do I view Buyer question answers for all my orders?

Once you have collected the information and answers to your Buyer Questions, looking them up is the simple matter of running a custom report.

1. Log In to your Events.com account. 

2. Click on DATA and then on Downloads

3. Change the report from the default Registrations to New Custom Report

4. You can now select which buyer form questions you want included in your report. If you’d like to run this report ongoing, give it a Report Name it and click Download Report.

Note: If you need the report to be for a certain time period, you can adjust the date range before running the report.

Form questions are one the easiest ways to find out more about your attendees. When you turn on form questions, Events.com provides you with a preset list of questions that can not be changed. These are first name, last name, and email. It also comes with date of birth, gender, and address but these can be deleted if you feel that it does not pertain to your event. Find out how to add form questions to your event below!

1. Log In to your Events.com account.

2. Click EVENT DETAILS in the left side menu within your event, and select Form Questions.

3. Toggle Yes to turn on and access attendee form questions. 

Note: If you added Registrations to your event, the Attendee Questions will default to ON because events that collect registrations usually need information from each attendee. If you added Tickets, the Attendee Questions will default to OFF. You can choose to change the default at any time.

4. First Name, Last Name and Email address are the required minimum questions if Questions for Attendees are on.

5. Click Add Question at the bottom of the standard form.

6. Select the question type under other questions. To find out more about the other questions click here.

7. Proceed to create the question and apply the settings for this new question. 

8. Click SAVE to save your work.

 

 

When setting up form questions, there are a few default questions being first name, last name, email, date of birth, gender, phone and address. Depending on the type of event you are putting on, gathering as much information from your event goers can be extremely valuable. For example, you may need emergency contact information for each attendee if you are organizing a marathon or obstacle course.  In any case, Events.com gives you all the control you need to create an entry form that fits your event’s needs. You may request as much information as necessary from your registrants, but know that Events.com only needs the Buyer’s first name, last name, and email address, to process an order. Let’s look at the different types of custom questions:

• Dropdown:  With the Dropdown question, you are able to ask an initial question then ADD CHOICE to provide your attendees with various amount of answers to choose from. Attendees will only be able to select one answer choice. For each of the choices, you may ask one additional question by clicking the Add drop down menu. You are able to choose from another Dropdown question, Multi-Select List, Text Field or Other Address. This type of question is also called a conditional question. To find out how to add conditional questions and an example of one click here.
• Multi-Select List: The Multi-Select List is very similar to the Dropdown except Multi-Select List does not allow for an additional question to be asked depending on the answer choice that is chosen. Multi-Select List allows for attendees to choose either just one answer answer choice or multiple answer choices. An example for this question could be, “What years did you attend our festival?” and the choices could be “This is my first year, Attended in 2018, Attended 2017, Attended 2016, etc.”.
• Text Field: With this question, it allows for attendees to enter in information into a text box. You are able to get information from your attendee that you otherwise may not have been able to otherwise. An example of this question could be, “What brand of bicycle do you own?”. This could be useful if you want to find out what are the most common brands attendees use at your event.
• Waiver: This will allow for you to put in a set of guidelines or rules that your attendee would need to follow when participating at the event. By having them click on the box, it would stipulate that they have read the waiver and are agreeing to follow those guidelines. To see how to add a waiver to your event click here.

With Events.com, regardless of if you are selling tickets or registrations at your event(s), you can add form questions to be answered by each event goer. If you are adding an Address question, and you know most of your attendees will be coming from a specific country, now you can make it easy on them by selecting a Default Country for their address. This will reduce any room for error and allow the attendee to simply select their state/province that applies.

To add a Default Country to your form, please follow the steps below:

1. Log In to your Events.com account.

2. As an organizer your first screen will be your organization data. You can select between your LIVE, DRAFT and COMPLETED events and choose the event for which you would like to customize.

3. Go to EVENT DETAILS in your left side navigation, and then select Form Questions.

4. Find the default Address question and click on the Setting (gear) icon, to open the advanced settings for the question.

5. Set the Default Country.

6. Click SAVE.

The Events.com platform allows you to set up customized confirmation emails for your attendees so that you can provide them with pertinent information, specifically about YOUR event! You can also craft a customized message that appears when they complete their purchase. You can add images, links and all the information you want!

1. Log In to your Events.com account.

2. Go to the Events page on your Organizer navigation. Choose the event for which you want to add customized confirmation emails.

3. Click on EVENT DETAILS in the left side navigation, and then select Custom Confirmation.

4. Here, there are two sections: CONFIRMATION PAGE and CONFIRMATION EMAIL.

The CONFIRMATION PAGE is the Page that appears right after the transaction was successful.

The CONFIRMATION EMAIL is the custom text that will be added to the email the Event Goer will receive once they have completed their transaction.

5. Add text and images

• Add text (up to 3000 characters) and hyperlinks
• Add custom banner image for the email (Max size 585 x 300 pixels. Maximum size: 1 MB).
• You can create different confirmation emails for different registration categories if you need to provide these attendees with unique information related to their category.

6. Click the SAVE button at the bottom or top of the screen to save your changes.

If your event offers a complimentary t-shirt with registration, you will need to make sure you know each registrant’s size when placing orders. You’ll want to set this under the Purchases tool. All items will require a selection for each registrant to successfully process the order.

1. Log In to your Events.com account.

2. To add an item, click on EVENT DETAILS on the left side of the screen, and select Purchases.

3. Then, click on ADD ATTENDEE ITEM under Attendee Items.

4. Give your t-shirt a NAME (e.g. “T-Shirt Size”).

5. Then you’ll want to add each size that you offer as an OPTION NAME. If you have limited inventory for each size, be sure to add that limit under INVENTORY to ensure you can’t sell more product than you have. Since this is a complimentary item, leave the price at $0.

6. To add another size, click on the plus symbol.  You can add as many sizes as you want, with their own inventory limits and pricing. If needed, you can use the arrows to adjust the position of the Option Names (This is the order how they will appear in the registration form). Get ready to click the gear symbol for the finishing touches.

7. The Advanced Settings tab allows you to toggle Required to YES or NO, add Product Description, add a Product Image, the option to Hide Pricing, customize the Availability and add any Restrictions.

8. Click SAVE to save your changes.

Pro Tip: It is a good idea to add an image for any item that you offer or sell to get people excited about wearing your awesome brand. See How do I add an Image to Additional Purchases? for instructions.

Adding an image for each Additional Purchase that you offer can entice people to make more purchases.

1. Log In to your Events.com account.

2. Navigate to the Purchase page by clicking EVENT DETAILS and selecting Purchases.

3. If you have not set up any purchases yet, you will need to add either an Attendee Item or Other Stuff by clicking the add option underneath your selection. Then click on the gear icon to the right of each item to open Settings.

4. Click SELECT IMAGE or drag and drop a .JPG or .PNG image (2MB maximum) to upload an image. Suggested size no smaller than 300 x 300. If your Item is required, a REQUIRED banner will appear at the top of the image so you will want to leave a blank space to avoid it from blocking your image.

Note: During registration, the image will have an enlarged view option.

5. Click SAVE to save your work

If your event or brand sells merchandise, such as a hat or water bottle, you may want to allow people to purchase merchandise in addition to their registration/tickets. We call these items Other Stuff because they are not associated to a specific attendee and can be purchased by the buyer of the order. Attendees and Buyers can come back to Events.com to purchase other stuff at any time after the initial purchase. Events.com offers a clean design to allow you to add an online shopping experience to your order form. You can add images, manage inventory and build your brand loyalty all in one place.

1. Log In to your Events.com account.

2. Click on the EVENT DETAILS on the left side of the screen, and select Purchases. 

3. Then, click on ADD OTHER STUFF under Other Stuff to get started.

4. Give your item a name (e.g. T-Shirt) and an option name (e.g. Small).

5. Set the price for the option, or leave it blank if it is free.

6. Set the inventory limits for each option so that you do not oversell your available inventory.

7. If there’s more than one option (e.g. Small, Medium, Large), you can add these by clicking on the plus icon. Each option can have a different name, inventory limit, and price.

8. In the Advanced Settings for each purchase, you can add a product description or image. Adding an image may help motivate people to buy the item. 

9. Click SAVE to save your changes. 

You may have additional items for your event that each event goer must select to complete a purchase, such as a t-shirt size or parking pass. If so, you’ll want to set this up under the Purchases tool. All items added to this portion of the registration flow will be listed for each registrant, and may or may not have a price associated to them. It is important to note that each registrant may only select each item once. For example, if you list a free t-shirt with the registration, each registrant may only select one size. 

Follow these steps to add a purchase to one or more registrations in your order form:

1. Log In to your Events.com account.

2. Click on EVENT DETAILS on the left side of the screen, and select Purchases. Then, click on ADD ANOTHER ATTENDEE ITEM to get started.

3. Give your purchase and option names (e.g. Purchase: Hat and Options: Black, Gray, Blue). Set the inventory limits for each option, so that you do not oversell your available inventory. Set the price for the option if it is not free.

4. Add more purchase options by clicking on the “plus” + icon. You can set a different name, price and inventory limit for each purchase option by repeating steps 2 through 4.

5. The Advanced Settings (gear icon) allows you to toggle Required to YES or NO (Whether an attendee will be stopped to answer the question), add Product Description, Product Image, the option to Hide Pricing and to customize the Availability. 

6. Click SAVE to save your work.

Pro Tips: It is a good idea to add an image for any item that you offer or sell to get people excited about wearing your awesome brand. See How do I add an Image to Additional Purchases? for instructions on adding images for additional purchases. Remember, items are associated to registrations and inherit their availability restrictions. If a registration is no longer available, the associated purchase(s) will not be either. 

Adding purchasable items is an easy way to upsell and make additional revenue at your event! Follow the steps below to add Purchases!

1. Log In to your Events.com account.

2. As an organizer your first screen will be your Org Summary. You can select between your LIVE, DRAFT and COMPLETED events and choose the event for which you want to set up additional purchases.

3. Go to EVENT DETAILS in the left side navigation, and then select Purchases.

4. Here you can add Attendee Items (items for each registrant) or Other Stuff (items you would like to upsell to your attendees that will appear once at the end of the order). To add purchases click the ADD button under the option you want.

5. Fill in the NAME (e.g. T-shirt), OPTION NAME (e.g. Small), INVENTORY (number available, if left blank it will be unlimited), and PRICE.

Use the different icons provided to make changes to your items.

• The “x” icon removes an item within the type of item (e.g. T-shirt size Medium)
• The “plus” icon adds a new item
• The “pencil” icon edits an item
• The “gear” icon opens advanced settings
• The “trash” icon removes the entire item (e.g. T-shirt)
• The “up” and “down” arrows allows you to re-order your items

6. The Advanced Settings are slightly different between the two types of purchases (click the “gear” icon to open).

For Attendee Items the Advanced Settings tab allows you to toggle Required to YES or NO (Whether an attendee will be stopped to answer the question), add Product Description, Product Image, the option to Hide Pricing, to customize the Availability and add geographic Restrictions.

To add geographic Restrictions, toggle to Yes. From the first Location menu, you can select whether to Include a location (only be available for) or Exclude a location (unavailable for). Then from the second drop down, select your desired country and click – Add. You will see it appear in the box below under the header of the restriction you selected (either Include or Exclude).

*You must have the Address attendee form question set up to use this geographic restriction. For help setting up Form Questions, view – How do I customize my registration form?

For Other Stuff the Advanced Settings tab allows you to add Product Description, Product Image, the option to customize the Availability and add geographic Restrictions.

7. To add more purchases, click the ADD button under your desired option and start the process again!

8. Click the SAVE button to save your changes

Pro Tip: Attendee items are always limited to one per attendee, Other Stuff will be unlimited unless a Max Allowed Per Order is set.

Creating ticket types or registrations is very easy to do and necessary in order to GO LIVE with your event, along with a few other things. You are able to switch between tickets or registrations up until your event is Live. If you want to find out the difference between tickets and registrations click here. Now let’s get start on creating your tickets or registrations by following the steps below!

1. Once your event details page has been created, you can add Registration or Ticket options for sale.

2. Log In to your Events.com account.

3. Select EVENT DETAILS on the left hand side menu and select Registration/Tickets. 

4. Select what you will be collecting: Registrations or Tickets. 

5. Select how you want to manage Events.com processing fees. By toggling it to NO your organization will absorb the fees or toggle it to YES to pass the fees on to the participant. *You will be able to change this back and forth as needed.

6. Add an overall event capacity limit, if it applies.

7. Select a currency (defaults to US dollars).

8. Enter the ticket/registration name.

9. Add capacity limit for this specific ticket/registration type. If unlimited, leave blank.

10. Add a price.

11. To add more ticket/registration types click Add Another Registration (or Add Another Ticket). *Repeat steps 8-11 to add more tickets.

12. When done, click SAVE to save your work. 

Events.com has you covered when looking to expand globally with the ability to sell registrations or tickets in over 30 different currencies.

1. Log In to your Events.com account.

2. Click on the SETTINGS tab at the top right of your dashboard home screen.

3. Click on Currencies on the left toolbar, and simply click on all forms of currency of which you wish to accept and SAVE when finished.

Here is a list of ALL currencies supported by Events.com:

USD – United States Dollars – available by default & cannot be removed from your organization
CAD – Canadian Dollars – available by default
AUD – Australian Dollars – available by default
GBP – British Pounds – available by default
EUR – Euro – available by default
AED – United Arab Emirates Dirham
ARS – Argentine Peso
BOB – Bolivian Boliviano
BRL – Brazilian Real
CHF – Swiss Franc
CLP – Chilean Peso
CNY – Chinese Renminbi Yuan
CRC – Costa Rican Colon
DKK – Danish Krone
HRK – Croatian Kuna
HUF – Hungarian Forint
JPY – Japanese Yen
KRW – South Korean Won
MXN – Mexican Peso
MYR – Malaysian Ringgit
NZD – New Zealand
NOK – Norwegian Krone
PAB – Panamanian Balboa
PEN – Peruvian Nuevo Sol
PHP – Philippine Peso
PLN – Polish Złoty
SEK – Swedish Krona
SGD – Singapore Dollar
THB – Thai Baht
TRY – Turkish Lira
TWD – New Taiwan Dollar
UYU – Uruguayan Peso
ZAR – South African Rand

Note: In order to process payments in any of these currencies a minimum price must be charged at checkout. Check out the list below to find the corresponding minimum for each currency.

If you are receiving remittance in a currency different from the one your event(s) transacts in, a currency conversion fee will apply.

*Only USD and CAD will allow you to receive remittance via ACH direct deposit.

Here is a list of the minimum prices required:

• USD -1.00
• CAD – 1.00
• AUD – 1.00
• EUR – 1.00
• GBP – 1.00
• NZD – 1.00
• AED – 4.00
• ARS – 10.00
• BRL – 4.00
• CHF – 1.00
• CLP – 700
• DKK – 7.00
• HRK – 7.50
• HUF – 290.50
• IDR – 13592
• JPY – 125
• KRW – 1156
• MXN – 16.75
• MYR – 4.50
• NOK – 8.75
• PAB – 1.25
• PHP – 47.50
• PLN – 4.00
• SEK – 8.75
• SGD – 1.50
• TRY – 3.00
• TWD – 35.00
• UYU – 30.00
• VND – 22395
• CNY – 6.50
• CRC – 531.75
• PEN – 3.75
• BOB – 7.00
• THB – 36.00
• ZAR – 14.75