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Manage Events

Discover how to use the Event Manager to create, customize, and manage events in your fundraising account. View event details, track attendees, and access management tools.

The Event Manager is your central hub for creating, customizing, and overseeing all events in your fundraising account. From the Action Pages > Events tab, you can view event details, track attendee records, and quickly access tools for managing each event.

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Within the Events Index, you’ll see all upcoming events at a glance. Use the filter options to locate past events by setting a date range, or find specific events by name using the search bar. You can also sort events by name, date, tickets sold, or total raised.

Note: The Attendees Index is not intended for reconciling financial data related to your event. All paid ticket and donation transactions can be viewed in Finance > Transactions. However, free ticket data is not available in the Finance > Transactions view.

To review both free and paid ticket data:

  1. Go to Action Pages > Pages and copy the Event Page ID.

  2. Open Action Pages > Submissions.

  3. Filter results by the copied Event Page ID.

  4. Create and download an export to view all ticket submissions.

To manage an event, hover over its name and choose to Edit Page, View Details, or View Attendees. Selecting Edit Page opens the Event Page Builder, where you can update your event information, ticketing, and more. Creating a new event is just as easy—click the + New Event button in the top right corner to start building right away.

View Details

Select Actions > View Details to open the Event Details drawer.

Within the Event Details drawer, you’ll see a summary of your event’s key totals, including:

  • Individual ticket sales vs. ticket availability — ticket counts reflect only Active tickets.

  • Total sold — the total number of Active tickets sold across all ticket types.

  • Total raised — the total amount raised from both ticket sales and donations processed through the Event Page.

This view gives you a quick snapshot of your event’s performance without having to run a full report. To exit, click the X in the upper right corner of the Event Details drawer.

View Attendees

Select Actions > View Attendees to open the Attendees Index.

The Attendees Index is your hub for viewing, updating, and managing all event registrations. From this page, you can edit attendee information, adjust ticket details, and record attendance activity.

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Search

Use the Search bar to locate individual Attendees by Name and Email.

The Search bar will not recognize partial email addresses.

Filter

Access the Filter menu in the upper right corner of the Attendees Index. Within the Filter menu, you can apply the following parameters:

  • Status
  • Start and End Date
  • Ticket Type
  • Ticket ID (comma separate, no spaces)
  • Show Checked In
  • Check In Date

Click Apply Filters, then click X in the upper right corner to view your results.

Sort

Use the Sort menu to organize Attendee data by the following:

  • Attendee Name
  • Timestamp (Purchase)
  • Status

Export

Click the Export button in the upper right corner of the Attendees Index to download a CSV file of the list of Attendees.

Edit

To Edit an Attendee, hover over the Attendee Name, then click Actions > Edit. An editable Attendee Information drawer will open on the right side of the page.

You may make adjustments to the following Attendee fields:

Changing an attendee’s Ticket Type will not automatically issue a refund or charge for any price difference.

Employer and Occupation information can only be collected from the purchaser during the initial submission process. This data cannot be collected directly from attendees at this time, but organizations may manually add it for an attendee within the Attendees Index.

Resend Ticket QR Code via Email

To resend the Ticket QR Code to an Attendee, follow the steps below:

  1. Scroll to the bottom of the Attendee Information drawer.
  2. Click the Send via Email button.
  3. A new Ticket QR Code will be emailed to the Attendee's email address.

Optionally, you may click Download Ticket PDF to forward the Ticket QR Code from a personal email or text message.

View Details

Hover over an Attendee Name and click Actions > View Details to view the Attendee Information drawer. 

The Attendee Information drawer provides a detailed view of the attendee’s registration and related transaction. All tickets included in the same submission (single transaction) will be displayed together. For each ticket, you’ll see the ticket type, ticket price, and any promo code applied. At the bottom, the submission total reflects the combined value of all tickets in that submission.

Check-in Attendees

Use the Checked-in toggle to record an Attendee's arrival at an event. Within the Attendee Index Export, a record of the Checked-in Timestamp will be available for record keeping.