Learn how to create a basic legacy event in this step-by-step guide. When you create a legacy event in Neon CRM, you start by entering the basic information first, and then you fine-tune all of the advanced settings later. This help guide will cover how to create a legacy event in Neon CRM.
Recommended Reading Before You Start
Content
Instructions
Creating a Legacy Event
1. Navigate to Events and select Events.
2. Select New Event.
3. On the Create New Event pop-up, select Legacy Events, then select Continue.
4. Complete the Event Information fields.
Field Name |
Description |
|
A. |
Name |
This is the public name of the event, which will display on your website. This is the only required field in this section. |
B. |
Summary |
An optional description of the event can be displayed here. |
C. |
Campaign |
This allows you to automatically post all registration fees and/or donations from this event to a Campaign.
|
D. |
Maximum Attendees |
This field allows you to define a maximum number of attendees for the event. If you enter a number here, online registration for the event will automatically close the attendee when maximum is reached. Note: You can also set this up per ticket level. |
E. |
Topic |
This is used to allow you to sort your events on the event page. |
F. |
||
Publish Event Page |
Selecting this checkbox makes your event "go live" and creates a page listing information about your event from the Event Description, as well as links to the Event Registration form (if enabled). It also automatically adds this event to your Event Listing Page and calendar. |
|
Enable Event Registration Form |
This checkbox enables the online registration form for this event. Disabling this option closes online registration. Online event registration closes automatically after the specified Event End Date. |
|
Inactive |
This checkbox deactivates this event and prevents it from showing up on your internal event list. Inactive events are not available in event reports. |
|
Enable Wait Listing |
If enabled, Neon CRM will continue to accept registrants even after the Maximum Attendees has been reached. It will place those registrants on a waitlist without asking them for financial information. It will be your responsibility to determine who from the waitlist will be allowed to attend the event; Neon CRM does not do this automatically. |
|
Create Neon CRM accounts for all attendees |
If enabled, NeonCRM will create a new account for all attendees for this event. Neon always creates an account for the event registrant. This setting only applies to attendees other than the registrant. Note: When this setting is enabled, attendee First Name and Last Name will be required on your registration forms, in order to create an account for each attendee. We do not require an email address but highly recommend that you include it and make it required, as well, so that new accounts created for Attendees can be checked against existing accounts in your CRM to avoid creating duplicates. |
|
G. |
Code |
Code allows you to define an optional code for internal tracking purposes. |
H. |
Category |
This is used to sort your events by category on the event page. |
I. |
Theme |
This allows you to apply a custom-built Theme for the event registration form and event page for this event. |
5. Complete Event Description Section.
The Event Description will appear on the page for this event that is created by Neon CRM. This is where you enter the content of the Event Page.
You control what content will display automatically on this page by changing the Event Display Settings.
Your Event Description content is created using a WYSIWYG editor. You can add as much or as little information as you would like, and modify the appearance to include pictures, change the font, etc. Use the buttons at the top to align your text, change the text size, your font, and the text style. You can add an image using the Image button as well.
6. Complete Event Date/Time section
Field Name |
Description |
|
J. |
Start Date |
Designate your start date. This is a required field. |
Start Time |
You have the option to designate the start time. If this is not set, |
|
Registration Open Date |
This allows you to control when your registration is accessible. |
|
K. |
Time Zone |
Select the time zone in which your event will take place. This is a required field. |
L. |
End Date |
Designate your end date. This is a required field. |
End Time |
You have the option to designate the end time. Note: If you do not set an End Time for your event, online registration will automatically close at 12:00am on the End Date. You will need to set an End Time if you wish to allow online registrations on this date. |
|
Registration Close Date |
This allows you to control when your registration is accessible. Note: If you set a Registration Close Date but not time, NeonCRM will consider the Registration Close Time to be midnight (0:00) on the close date. |
If you set a Registration Open Date and Time, anyone who clicks the registration link before that time will receive the message highlighted below:
7. Complete the Financial Settings section
Field Name |
Description |
|
M. |
Free Event |
The event has no general admission fee. You can still add paid sessions to this event and collect donations, so Fund and Purpose are still available options. |
N. |
Single admission fee |
The event has the same general admission fee for each attendee. Once selected, a field will appear where you can enter that admission fee, and note the tax-deductible percentage of that fee. Again, sessions with different prices can still be added later to the event. |
O. |
Multiple ticket prices, one attendee per ticket |
This is best used when you plan to offer tickets of varying price levels, such as VIP tickets or special prices for members. Each attendee still needs their own ticket. You can create these tickets on the event's detail page. |
P. |
Multiple ticket prices, multiple attendees per ticket |
This is best used if some ticket levels are for groups like tables or golf foursomes. One ticket can be shared by multiple attendees. You can create these tickets on the event's detail page. |
Q. |
Fund |
You can select, unrestricted, endowment, or restricted in this section. |
R. |
Fund for Tax-Deductible |
You can select a fund from the drop down menu. |
S. |
Purpose for Tax-Deductible |
You can select a purpose from the drop down menu. |
T. |
Attendee # per Registration |
When you specify a cap on the number of attendees per registration, Neon will automatically remove the Number of Attendees field (shown below) from that event's registration form. |
U. |
No Donation |
If this is selected, no donation options will be available. |
V. |
Free Input donation |
If you select this, constituents can enter any donation amount they like. |
W. |
Suggested Donation Amounts |
If this is selected, constituents can choose from a list of pre-set donation amounts. |
Note regarding tax deductibility: For paid admission events, you can designate a Non-Deductible Amount for the admission fee, ticket price, and session. Neon will calculate the total tax-deductible amount based on the non-deductible amount you enter.
If you select Single Admission Fee as your ticket level, you can enter a Non-Deductible Amount and related description in the Financial Settings section.
If you select either of the Multiple Ticket Price options, you will enter a Non-Deductible Amount and related description at the ticket level.
8. Complete Event Location Section
You have the option to enter the address of the event in this section.
9. Complete Front End Settings section. When finished, select Submit.
Field Name |
Description |
|
X. |
Display the checkbox that automatically makes the event registrant one of the attendees? |
Select Yes or No. |
Y. |
Availability |
This setting allows you to specify who can access your online registration form for this event. It defaults to Public (available to everyone), but you can restrict it to any of the following groups:
If you choose the custom defined group, you will be asked to run an All Accounts Report search to determine the specific group who should have access to this event. |
10. You are presented with the Event Detail page. From here, you can add advanced capabilities to your events.
From the Event Detail page, you can modify and customize your event further. These include:
- Modifying settings that were previously established
- Adding event custom fields
- Adding new event sessions
- Adding ticket pricing
- Submit entries for necessary equipment for this event.
- Waiver statement information
- Modifying registration form
See the Event Detail Page help guide for more information.