This guide details how to copy existing Event Sites (Campaigns) with the option to carry over global settings, items, users, and tickets.
The ability to copy Event Sites/Campaigns is available for Org Admins (GiveSmart Events only) or Global Admin (GiveSmart Events + Fundraise) once the deposit or the annual subscription is paid.
Watch a video
GiveSmart Events - Copy Campaign
Click Copy Campaign to create a new campaign.
Option to copy any combination of Users, Items, and Ticket details.
Planning on Selling Tickets? Please Read:
- If you are planning on selling tickets for your new event, to ensure a smooth user registration experience, it's best not to copy users from a previous event site where tickets were also sold.
- Instead, encourage users to register for your new event directly on the homepage of your new site, either by selecting the "Register" option or by purchasing an event ticket.
- This practice allows users to provide their most up-to-date information, including payment details, during registration.
- By opting not to copy users from the previous site, you can prevent potential issues with logins or ticket assignments caused by duplicate user accounts.
- Users
- Do not opt to copy users if you've sold tickets in the copied event.
- All User's names, mobile numbers, emails, and mailing addresses copy.
- Credit cards that have not expired copy. The expiration month and year are recognized.
- Copied users maintain their text Opt-In and Terms and Conditions preferences.
- Items
- All items and packages, with details, copy.
- Item donor names, mobile, email, or mailing address don't copy. Display on Item field copies.
- Item Images, from prior GiveSmart CB campaigns, copy.
- Legacy copied campaigns vary.
- Tickets
- Ticket Types copy.
- Copied tickets are hidden by default.
- All purchasing activity is removed.
- Ticket questions copy.
- Ticket Types copy.
Complete the rest of the Form. Select Save.
GiveSmart Events + Fundraise - Copy Site
Select which content to copy, you have the option to choose between Users, Items & Tickets. Once selected, click Save & Continue.
Planning on Selling Tickets? Please Read:
- If you are planning on selling tickets for your new event, to ensure a smooth user registration experience, it's best not to copy users from a previous event site where tickets were also sold.
- Instead, encourage users to register for your new event directly on the homepage of your new site, either by selecting the "Register" option or by purchasing an event ticket.
- This practice allows users to provide their most up-to-date information, including payment details, during registration.
- By opting not to copy users from the previous site, you can prevent potential issues with logins or ticket assignments caused by duplicate user accounts.
- Users
- Do not opt to copy users if you've sold tickets in the copied event.
- All User's names, mobile numbers, emails, and mailing addresses copy.
- Credit cards that have not expired copy. The expiration month and year are recognized.
- Copied users maintain their text Opt-In and Terms and Conditions preferences.
- Items
- All items and packages, with details, copy.
- Item donor names, mobile, email, or mailing address don't copy. Display on Item field copies.
- Item Images, from prior GiveSmart CB campaigns, copy.
- Legacy copied campaigns vary.
- Tickets
- Ticket Types copy.
- Copied tickets are hidden by default.
- All purchasing activity is removed.
- Ticket questions copy.
- Ticket Types copy.
Select from an existing Fundraise campaign or create a new campaign to link this event.
Once selected, click Back to GS Events.
Complete the required fields and select Continue to GiveSmart Events.
Review the suggested field settings, and click Save & Continue to begin customizing your new event site.
List of Copied Fields and Settings
These fields and settings are automatically copied:
- Global Settings
- Logo
- Website URL
- Display Name
- Name for Text Messages
- Bidder Numbers, Bidder Names, and Purchaser Names
- Request for Bidding and Registration
- Payments fields
- Messages
- Design Center
- Main and Secondary Color
- Banner Text Colors
- Order Form Button Text
- Donation Revenue Goal
- Custom Sections
- Contact Us
- Donation Settings
- Auction Settings
- Communication Settings
- Custom Displays