Please note that the Next Generation Events feature is only available to organizations with Neon CRM Impact or Empower packages AND Neon Pay as the payment processor.
Contact us at clientaccountspecialist@neonone.com to discuss your current package and/or switching to Neon Pay.
Learn how to create an online event in this step-by-step guide. This help guide will cover how to create an online event in Neon CRM.
Recommended Reading Before You Start
Content
Instructions
Creating an Online Event
Online events are hosted online with a link you provide to constituents who register for the event.
The CRM Events module is designed to take you through a step-by-step process to create a new event and is designed to adjust the questions displayed based on the Event Type selected.
To create an online event:
1. Select Events in the navigation menu and select Events on the drop-down menu.
2. On the Events page, you will see a list of your events, each event's status, the start and end date(s) of each event, as well as the number of attendees. If you have not yet created an event, you will see a “No results found” message. To create a new event, select New Event.
A pop-up will appear explaining the current differences between Legacy Events and the Next Generation Events module.
3. Select Events, then select Continue.
On the New Event page, the menu on the left side of the page displays the event set-up sections you will complete in the Events module.
4. Select Get Started to move to the first section, Basic Information.
Basic Information
As you progress through the module, you will be asked a series of questions about the event you wish to create.
1. Enter the name of your event in the Event Name field. Naming your event is required, though you can change it later if needed.
2. Select the applicable event template that best fits your online event. Each template provides a description of the features it offers. As this online event is a webinar, the Class template has been selected in the image below.
3. Select Next.
***Please note: At any point in this process, you may save your event as a draft and return to complete it at a later time by selecting Save and Exit in the lower right corner of any page in the module.
4. Select Online for this event.
5. Select whether you wish to limit the event's capacity for the "Do you want to limit your event's capacity?" question. If Yes, enter the capacity number in the Capacity field that will appear.
6. Add the webinar link in the Meeting Link field.
7. Select Next.
8. Select whether you would like to assign each ticket to a specific attendee. This feature allows you (as well as constituents in the constituent portal) to assign specific tickets to specific individuals for each ticket purchased. The actual assigning of tickets to individuals is completed during the ticket purchasing process. This feature option, however, is "turned on" here during the event creation process. (Note: You, as the system admin, can assign tickets to specific individuals even if this question is selected as No.) Select Next.
9. Select Yes or No for the "Link this event to a campaign?" question. If Yes, choose the desired campaign on the Select a Campaign drop-down menu that will appear.
10. Select Yes or No for the "Link this event to a fund?" question. If Yes, choose the desired fund on the Select a Fund drop-down menu that will appear.
11. Select Continue to Event Details.
Event Details
In the Event Details section:
1. Upload an image to represent the event (optional). It is recommended that this image have a width of 1000 pixels. For a perfect fit, use an image with a 16(w) x 9(h) ratio. Either click the click to upload link and upload the image from your computer or drag and drop the image into the space provided.
2. Select Next.
3. Enter a description of your event (optional).
4. Complete one of the following:
- If you selected the "Class" event template in the previous section, select Next and continue to step 5.
- If you selected the "Performance" event template in the previous section, select Continue to Schedule and skip to the Schedule section below.
5. If, in the Basic Information section of the module, you selected the "Class" event template (rather than the "Performance" template), select if you wish to provide information about the instructor/presenter for the event. If yes, you must add the instructor's name.
6. Select Continue to Schedule.
Schedule
In the Schedule section:
1. Select Add Date or select a date on the calendar.
The Add Date pop-up will appear. On the Add Date pop-up:
2. Enter a start date for the event in the Starts on field.
3. Enter a start time in the field below the Starts on field.
4. If you wish to set an end time for the event, select the Set an end time checkbox and select a time.
5. Select the desired event frequency on the Frequency drop-down menu. The Frequency for an event can be one-time only, weekly, monthly, weekdays, or weekends. If you select any value other than Does not repeat, you must specify the specific date information of the event, including the ending date of the frequency.
6. Select Add Date.
Your event date(s) will appear on the calendar. (If you need to edit or delete an event date on the calendar, click the event on the calendar and make adjustments as needed.)
7. Select Continue to Pricing.
Pricing
In the Pricing section:
1. Select Create Ticket Type.
The Create Ticket pop-up will appear. On the Create Ticket pop-up:
2. Enter the Ticket Name.
3. Select Paid or Free. The option of Free has been selected in the image below.
4. If Paid, enter a ticket Price.
5. In the Advanced Settings section, you can add a Ticket Description (optional), choose to Hide Ticket Type from the public page (optional), and/or enter the Non-Deductible Amount of the ticket (for Paid tickets - optional).
6. Select Add Ticket.
Your ticket type will now appear on the Create Ticket Type page. You may create another ticket type, such as Child or Senior, by repeating the steps above. When you have added all ticket information:
7. Select Continue to Publish.
Publish
In the Publish section you can preview how the event will display on the published page. If you would like to make any changes, select the Back link at the bottom of the page or navigate directly to a section by selecting it in the left menu.
For Ready to publish your event?:
- If you are not ready to publish your event, click Save and Exit in the lower right of the screen to save the event as a draft.
- If you are ready to publish your event, continue with the following steps.
For When do you want tickets to go on and off sale?:
1. Select from the following under the Ticket sales start section:
- Immediately
- Set all sales to start on a specific date (you will be prompted to select date information)
- Schedule sales to start by occurrence (you will be prompted to select date information)
2. Select from the following under the Ticket sales end section:
- Default (ends on the start time of the occurrence)
- Schedule sales to end by occurrence (you will be prompted to select date information)
3. Select Publish.
A pop-up will display. If you selected to publish your event, the pop-up will indicate that your event is published. It will also contain links that allow you to Visit event admin page and/or View public event page. If you chose to save your event as a draft, the pop-up will indicate you may return to publish the event in the future.
To navigate back to the Events page to see your new event in the list of events, select Close and exit.